Edge Advisors
Latest statistics and disclosures from Edge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VYM, SPY, KO, VEA, XOM, and represent 22.08% of Edge Advisors's stock portfolio.
- Added to shares of these 10 stocks: PG (+$9.0M), QQQ (+$7.5M), HAS (+$6.7M), CLX (+$6.5M), BP (+$5.5M), IEFA, IEMG, VZ, WMB, ARLP.
- Started 53 new stock positions in WH, SHOP, GVI, SONY, XRAY, RSPG, LILAK, Perspecta, Symantec Corporation, EL.
- Reduced shares in these 10 stocks: , CVS (-$5.0M), SWK, JWN, UPS, VOD, JNJ, Eqt Midstream Partners, Spectra Energy Partners, INTC.
- Sold out of its positions in ACM, ALK, Alliance Holdings GP, Allianzgi Nfj Divid Int Prem S cefs, CRMT, AmeriGas Partners, Bp Midstream Partners Lp Ltd P ml, BT, BERY, BMRN.
- Edge Advisors was a net buyer of stock by $40M.
- Edge Advisors has $1.1B in assets under management (AUM), dropping by 5.32%.
- Central Index Key (CIK): 0001588186
Tip: Access up to 7 years of quarterly data
Positions held by Edge Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Edge Advisors
Edge Advisors holds 894 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Edge Advisors has 894 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Edge Advisors June 30, 2018 positions
- Download the Edge Advisors June 2018 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield ETF (VYM) | 7.6 | $85M | 1.0M | 83.05 |
|
|
| Spdr S&p 500 Etf (SPY) | 4.8 | $54M | +2% | 198k | 271.28 |
|
| Coca-Cola Company (KO) | 4.4 | $49M | 1.1M | 43.86 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 2.7 | $31M | 710k | 42.90 |
|
|
| Exxon Mobil Corporation (XOM) | 2.5 | $28M | 343k | 82.73 |
|
|
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 2.4 | $27M | +6% | 413k | 64.76 |
|
| Microsoft Corporation (MSFT) | 1.9 | $21M | 214k | 98.61 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 1.9 | $21M | +4% | 145k | 143.80 |
|
| Cisco Systems (CSCO) | 1.5 | $17M | +2% | 383k | 43.03 |
|
| BP (BP) | 1.4 | $16M | +51% | 354k | 45.66 |
|
| Enterprise Products Partners (EPD) | 1.4 | $16M | -2% | 582k | 27.67 |
|
| Royal Dutch Shell | 1.3 | $14M | -3% | 198k | 72.65 |
|
| iShares Russell 2000 Index (IWM) | 1.1 | $13M | +19% | 78k | 163.76 |
|
| Ishares Inc core msci emkt (IEMG) | 1.1 | $12M | +40% | 231k | 52.51 |
|
| iShares Lehman Aggregate Bond (AGG) | 1.1 | $12M | 114k | 106.31 |
|
|
| Johnson & Johnson (JNJ) | 1.1 | $12M | -16% | 98k | 121.33 |
|
| Oneok (OKE) | 1.0 | $11M | -6% | 163k | 69.82 |
|
| iShares MSCI ACWI Index Fund (ACWI) | 1.0 | $11M | 160k | 71.12 |
|
|
| Suntrust Banks Inc $1.00 Par Cmn | 1.0 | $11M | +14% | 164k | 66.02 |
|
| Procter & Gamble Company (PG) | 0.9 | $11M | +559% | 136k | 78.06 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.9 | $10M | +77% | 164k | 63.37 |
|
| United Technologies Corporation | 0.9 | $10M | +2% | 83k | 125.02 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.9 | $9.8M | +25% | 146k | 66.97 |
|
| Sanofi-Aventis SA (SNY) | 0.9 | $9.6M | +16% | 239k | 40.00 |
|
| International Paper Company (IP) | 0.8 | $9.3M | +14% | 179k | 52.08 |
|
| iShares Russell 3000 Value Index (IUSV) | 0.8 | $9.3M | 174k | 53.67 |
|
|
| Chevron Corporation (CVX) | 0.8 | $9.1M | 72k | 126.42 |
|
|
| Novartis (NVS) | 0.8 | $9.0M | +16% | 119k | 75.53 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $8.9M | +11% | 81k | 110.24 |
|
| CoreSite Realty | 0.8 | $8.9M | +25% | 80k | 110.82 |
|
| Total System Services | 0.8 | $8.6M | 102k | 84.51 |
|
|
| Crown Castle Intl (CCI) | 0.8 | $8.6M | +30% | 79k | 107.81 |
|
| Dowdupont | 0.8 | $8.6M | +3% | 130k | 65.92 |
|
| BB&T Corporation | 0.8 | $8.4M | -12% | 166k | 50.44 |
|
| Vodafone Group New Adr F (VOD) | 0.7 | $8.2M | -24% | 337k | 24.31 |
|
| Noble Energy | 0.7 | $8.1M | 229k | 35.28 |
|
|
| Eaton (ETN) | 0.7 | $8.1M | +8% | 108k | 74.73 |
|
| PNC Financial Services (PNC) | 0.7 | $7.9M | +2% | 58k | 135.08 |
|
| Jp Morgan Alerian Mlp Index (AMJ) | 0.7 | $7.8M | 295k | 26.58 |
|
|
| ING Groep (ING) | 0.7 | $7.7M | +27% | 540k | 14.32 |
|
| Technology SPDR (XLK) | 0.7 | $7.7M | 111k | 69.47 |
|
|
| Abbott Laboratories (ABT) | 0.7 | $7.6M | 124k | 60.99 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.7 | $7.5M | NEW | 44k | 171.63 |
|
| Ishares Tr core msci intl (IDEV) | 0.7 | $7.4M | 131k | 55.99 |
|
|
| Corning Incorporated (GLW) | 0.7 | $7.2M | +37% | 263k | 27.51 |
|
| Diageo (DEO) | 0.6 | $7.2M | 50k | 144.01 |
|
|
| iShares Russell 2000 Value Index (IWN) | 0.6 | $7.0M | +3% | 53k | 131.90 |
|
| Clorox Company (CLX) | 0.6 | $6.9M | +1695% | 51k | 135.25 |
|
| Leggett & Platt (LEG) | 0.6 | $6.8M | +23% | 153k | 44.63 |
|
| Hasbro (HAS) | 0.6 | $6.7M | +19708% | 73k | 92.30 |
|
| Berkshire Hathaway (BRK.B) | 0.6 | $6.7M | 36k | 186.63 |
|
|
| Unilever (UL) | 0.6 | $6.6M | 120k | 55.28 |
|
|
| Albemarle Corporation (ALB) | 0.6 | $6.1M | 65k | 94.32 |
|
|
| Vanguard S&p 500 Etf idx (VOO) | 0.5 | $5.9M | +8% | 24k | 249.50 |
|
| iShares Russell 3000 Growth Index (IUSG) | 0.5 | $5.7M | +2% | 99k | 57.20 |
|
| iShares S&P 500 Index (IVV) | 0.5 | $5.3M | 20k | 273.01 |
|
|
| iShares Russell 1000 Value Index (IWD) | 0.5 | $5.3M | -3% | 44k | 121.36 |
|
| Alphabet Inc Class C cs (GOOG) | 0.5 | $5.1M | +10% | 4.5k | 1115.28 |
|
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.4 | $4.9M | 78k | 63.13 |
|
|
| At&t (T) | 0.4 | $4.8M | +8% | 150k | 32.10 |
|
| Intercontin- | 0.4 | $4.8M | 76k | 62.67 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $4.5M | 161k | 28.19 |
|
|
| Pfizer (PFE) | 0.4 | $4.4M | -6% | 121k | 36.28 |
|
| Williams Companies (WMB) | 0.4 | $4.4M | +250% | 162k | 27.07 |
|
| Schwab Strategic Tr cmn (SCHV) | 0.4 | $4.3M | +6% | 82k | 53.11 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $4.3M | -4% | 18k | 243.68 |
|
| Verizon Communications (VZ) | 0.4 | $4.3M | +323% | 85k | 50.29 |
|
| Visa (V) | 0.4 | $4.1M | +8% | 31k | 132.32 |
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $4.0M | -25% | 93k | 43.33 |
|
| General Motors Company (GM) | 0.4 | $4.0M | -6% | 102k | 39.36 |
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.4 | $4.0M | +3% | 61k | 64.98 |
|
| Apple (AAPL) | 0.3 | $3.9M | 21k | 185.10 |
|
|
| Extended Stay America | 0.3 | $3.9M | -6% | 181k | 21.40 |
|
| Vanguard Wellington Fd us momentum (VFMO) | 0.3 | $3.9M | +90% | 48k | 81.05 |
|
| Nike (NKE) | 0.3 | $3.7M | +9% | 47k | 79.61 |
|
| Facebook Inc cl a (META) | 0.3 | $3.8M | +4% | 20k | 194.26 |
|
| Ishares Tr (LRGF) | 0.3 | $3.8M | 119k | 31.96 |
|
|
| Ishares Tr msci usa smlcp (SMLF) | 0.3 | $3.9M | 92k | 41.82 |
|
|
| International Business Machines (IBM) | 0.3 | $3.7M | -3% | 26k | 139.70 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.7M | +8% | 84k | 44.03 |
|
| Vanguard Small-Cap ETF (VB) | 0.3 | $3.5M | +23% | 23k | 155.66 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $3.4M | -14% | 81k | 42.20 |
|
| iShares Dow Jones US Oil & Gas Exp. (IEO) | 0.3 | $3.4M | +4% | 46k | 74.30 |
|
| Qualcomm (QCOM) | 0.3 | $3.2M | +10% | 58k | 55.79 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $3.1M | 22k | 140.42 |
|
|
| Weyerhaeuser Company (WY) | 0.3 | $3.0M | -7% | 83k | 36.30 |
|
| Cinemark Holdings (CNK) | 0.3 | $3.0M | -4% | 87k | 34.75 |
|
| Abb (ABBNY) | 0.3 | $3.0M | +61% | 141k | 21.58 |
|
| F.N.B. Corporation (FNB) | 0.3 | $3.0M | -5% | 222k | 13.37 |
|
| Vanguard Information Technology ETF (VGT) | 0.3 | $3.0M | 17k | 181.37 |
|
|
| Energy Transfer Partners | 0.3 | $3.1M | 160k | 19.04 |
|
|
| Accenture (ACN) | 0.3 | $2.9M | +8% | 18k | 163.40 |
|
| Flowers Foods (FLO) | 0.3 | $2.9M | -7% | 140k | 20.75 |
|
| Automatic Data Processing (ADP) | 0.2 | $2.8M | +10% | 21k | 134.11 |
|
| Target Corporation (TGT) | 0.2 | $2.8M | +4% | 38k | 75.70 |
|
| Bce (BCE) | 0.2 | $2.8M | -4% | 71k | 39.81 |
|
| iShares Russell 3000 Index (IWV) | 0.2 | $2.8M | 18k | 162.29 |
|
|
| Abbvie (ABBV) | 0.2 | $2.8M | -3% | 31k | 92.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.6M | 25k | 104.16 |
|
|
| Intel Corporation (INTC) | 0.2 | $2.6M | -43% | 52k | 49.70 |
|
| Energy Transfer Equity (ET) | 0.2 | $2.5M | 148k | 17.22 |
|
|
| Magellan Midstream Partners | 0.2 | $2.6M | -3% | 38k | 69.06 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.5M | +7% | 2.2k | 1128.58 |
|
| Interpublic Group of Companies (IPG) | 0.2 | $2.4M | +86% | 104k | 23.13 |
|
| Alliance Resource Partners (ARLP) | 0.2 | $2.5M | +1277% | 134k | 18.35 |
|
| MasterCard Incorporated (MA) | 0.2 | $2.3M | +5% | 12k | 195.72 |
|
| Home Depot (HD) | 0.2 | $2.3M | 12k | 195.07 |
|
|
| Philip Morris International (PM) | 0.2 | $2.3M | +13% | 29k | 80.50 |
|
| Vanguard Growth ETF (VUG) | 0.2 | $2.3M | -3% | 15k | 149.81 |
|
| First American Financial (FAF) | 0.2 | $2.2M | +12% | 45k | 50.35 |
|
| Align Technology (ALGN) | 0.2 | $2.1M | +6% | 7.1k | 300.00 |
|
| British American Tobac (BTI) | 0.2 | $2.2M | +12% | 43k | 50.38 |
|
| M.D.C. Holdings (MDC) | 0.2 | $2.1M | -6% | 70k | 30.17 |
|
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $2.1M | 11k | 194.75 |
|
|
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $2.2M | +5% | 34k | 62.72 |
|
| American Eagle Outfitters (AEO) | 0.2 | $2.0M | -45% | 90k | 22.60 |
|
| Gartner (IT) | 0.2 | $2.0M | +11% | 15k | 132.22 |
|
| O'reilly Automotive (ORLY) | 0.2 | $2.0M | +11% | 7.5k | 273.22 |
|
| Zoetis Inc Cl A (ZTS) | 0.2 | $2.0M | +12% | 24k | 83.53 |
|
| J P Morgan Exchange Traded F div rtn int eq (JPIN) | 0.2 | $2.0M | 35k | 57.59 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $1.9M | -27% | 35k | 55.43 |
|
| Amazon (AMZN) | 0.2 | $1.9M | +5% | 1.1k | 1699.21 |
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $1.9M | -9% | 7.8k | 242.63 |
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $1.9M | +26% | 18k | 101.60 |
|
| WisdomTree Japan Total Dividend (DXJ) | 0.2 | $1.9M | 35k | 53.97 |
|
|
| Pepsi (PEP) | 0.2 | $1.7M | 16k | 108.83 |
|
|
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.2 | $1.8M | -28% | 38k | 47.24 |
|
| Dominion Resources (D) | 0.1 | $1.6M | +5% | 24k | 68.16 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.7M | +8% | 35k | 48.52 |
|
| Old Republic International Corporation (ORI) | 0.1 | $1.7M | +55% | 87k | 19.79 |
|
| Cedar Fair (FUN) | 0.1 | $1.7M | 26k | 62.88 |
|
|
| Texas Pacific Land Trust | 0.1 | $1.7M | -9% | 2.4k | 695.00 |
|
| National Health Investors (NHI) | 0.1 | $1.5M | +31% | 22k | 71.23 |
|
| Synovus Finl (SNV) | 0.1 | $1.5M | 29k | 52.83 |
|
|
| Aetna | 0.1 | $1.4M | 7.7k | 183.35 |
|
|
| CIGNA Corporation | 0.1 | $1.4M | 8.2k | 169.85 |
|
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $1.5M | 19k | 78.08 |
|
|
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $1.4M | 22k | 65.97 |
|
|
| ConocoPhillips (COP) | 0.1 | $1.3M | +10% | 19k | 69.62 |
|
| Dollar General (DG) | 0.1 | $1.4M | +12% | 18k | 76.92 |
|
| Vanguard Mid-Cap ETF (VO) | 0.1 | $1.4M | 8.6k | 157.55 |
|
|
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $1.3M | +58% | 26k | 50.97 |
|
| Baxter International (BAX) | 0.1 | $1.2M | 16k | 73.80 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.2M | +12% | 3.7k | 324.32 |
|
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $1.3M | +6% | 20k | 62.47 |
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $1.2M | 16k | 75.75 |
|
|
| Kinder Morgan (KMI) | 0.1 | $1.2M | +6% | 67k | 17.67 |
|
| Chimera Investment Corp etf (CIM) | 0.1 | $1.2M | 66k | 18.27 |
|
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | 11k | 104.73 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 5.3k | 207.00 |
|
|
| EOG Resources (EOG) | 0.1 | $1.2M | +284% | 9.3k | 124.32 |
|
| Targa Res Corp (TRGP) | 0.1 | $1.1M | -2% | 23k | 49.20 |
|
| SPDR Dow Jones Global Real Estate (RWO) | 0.1 | $1.1M | 22k | 48.11 |
|
|
| Eqt Midstream Partners | 0.1 | $1.1M | -67% | 21k | 51.54 |
|
| WESTERN GAS EQUITY Partners | 0.1 | $1.1M | 34k | 32.79 |
|
|
| Flexshares Tr (NFRA) | 0.1 | $1.2M | 25k | 45.88 |
|
|
| Nextera Energy Partners (NEP) | 0.1 | $1.1M | -3% | 24k | 45.00 |
|
| Booking Holdings (BKNG) | 0.1 | $1.1M | +11% | 558.00 | 2000.00 |
|
| National-Oilwell Var | 0.1 | $996k | -2% | 23k | 42.99 |
|
| Spectra Energy Partners | 0.1 | $975k | -68% | 28k | 35.42 |
|
| Intrepid Potash | 0.1 | $1.0M | 251k | 4.10 |
|
|
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $1.0M | +4% | 7.4k | 135.78 |
|
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $1.0M | -62% | 10k | 101.46 |
|
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $1.0M | 12k | 83.46 |
|
|
| Van Kampen Advantage Muni Incm Tr II (VKI) | 0.1 | $1.1M | 99k | 10.65 |
|
|
| Schwab U S Small Cap ETF (SCHA) | 0.1 | $988k | 13k | 73.55 |
|
|
| Mplx (MPLX) | 0.1 | $978k | -3% | 29k | 34.12 |
|
| Ubs Ag London Brh etracs mth2xre | 0.1 | $951k | 60k | 15.85 |
|
|
| Williams Partners | 0.1 | $1.0M | -36% | 26k | 40.59 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $874k | 16k | 53.90 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $839k | +2% | 5.9k | 141.63 |
|
| Roper Industries (ROP) | 0.1 | $870k | +3% | 3.2k | 275.78 |
|
| Western Gas Partners | 0.1 | $839k | -2% | 17k | 48.20 |
|
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $928k | 9.5k | 97.70 |
|
|
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.1 | $910k | 4.7k | 192.39 |
|
|
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $946k | 7.2k | 131.13 |
|
|
| Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $933k | 17k | 54.87 |
|
|
| Comcast Corporation (CMCSA) | 0.1 | $750k | +6% | 23k | 32.76 |
|
| Goldman Sachs (GS) | 0.1 | $766k | -3% | 3.5k | 220.50 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $762k | -86% | 12k | 64.08 |
|
| iShares Russell 1000 Index (IWB) | 0.1 | $809k | 5.3k | 151.90 |
|
|
| Financial Select Sector SPDR (XLF) | 0.1 | $831k | +24% | 31k | 26.56 |
|
| Vanguard European ETF (VGK) | 0.1 | $745k | -17% | 13k | 56.11 |
|
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $832k | +12% | 7.5k | 110.39 |
|
| New Residential Investment (RITM) | 0.1 | $830k | 48k | 17.47 |
|
|
| Eqt Gp Holdings Lp master ltd part | 0.1 | $730k | 31k | 23.40 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $673k | 7.9k | 85.24 |
|
|
| General Electric Company | 0.1 | $718k | -2% | 53k | 13.60 |
|
| Amgen (AMGN) | 0.1 | $621k | 3.4k | 184.49 |
|
|
| Nextera Energy (NEE) | 0.1 | $648k | 3.9k | 166.92 |
|
|
| Praxair | 0.1 | $702k | 4.4k | 157.97 |
|
|
| Schlumberger (SLB) | 0.1 | $625k | +2% | 9.3k | 67.02 |
|
| Enbridge (ENB) | 0.1 | $628k | +9% | 18k | 35.67 |
|
| Plains All American Pipeline (PAA) | 0.1 | $708k | 30k | 23.61 |
|
|
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $702k | 9.8k | 71.61 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $698k | 19k | 37.71 |
|
|
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $622k | 19k | 32.01 |
|
|
| Flexshares Tr qlt div def idx (QDEF) | 0.1 | $700k | 16k | 44.49 |
|
|
| Union Bankshares Corporation | 0.1 | $722k | 19k | 38.87 |
|
|
| Antero Midstream Prtnrs Lp master ltd part | 0.1 | $710k | 24k | 29.19 |
|
|
| Ccr | 0.1 | $677k | 45k | 15.04 |
|
|
| Boeing Company (BA) | 0.1 | $587k | 1.8k | 335.43 |
|
|
| Regions Financial Corporation (RF) | 0.1 | $521k | -10% | 29k | 17.76 |
|
| AmerisourceBergen (COR) | 0.1 | $512k | -6% | 6.0k | 85.15 |
|
| Becton, Dickinson and (BDX) | 0.1 | $506k | -2% | 2.1k | 239.13 |
|
| Honeywell International (HON) | 0.1 | $558k | 3.9k | 143.96 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $520k | +832% | 3.4k | 154.89 |
|
| Torchmark Corporation | 0.1 | $587k | 7.2k | 81.35 |
|
|
| Southern Company (SO) | 0.1 | $597k | -11% | 13k | 46.29 |
|
| Vanguard Large-Cap ETF (VV) | 0.1 | $576k | 4.6k | 124.73 |
|
|
| Vanguard Value ETF (VTV) | 0.1 | $574k | -4% | 5.5k | 103.78 |
|
| Vanguard Health Care ETF (VHT) | 0.1 | $569k | 3.6k | 159.07 |
|
|
| Invesco Van Kampen Municipal Trust (VKQ) | 0.1 | $514k | 44k | 11.82 |
|
|
| Ishares Inc emkts asia idx (EEMA) | 0.1 | $525k | 7.6k | 69.08 |
|
|
| Ishares Inc msci india index (INDA) | 0.1 | $508k | 15k | 33.24 |
|
|
| Qorvo (QRVO) | 0.1 | $551k | 6.9k | 79.49 |
|
|
| Sleep Number Corp (SNBR) | 0.1 | $508k | +71% | 18k | 28.98 |
|
| State Street Corporation (STT) | 0.0 | $419k | +40% | 5.4k | 76.92 |
|
| Lincoln National Corporation (LNC) | 0.0 | $404k | 6.5k | 62.15 |
|
|
| Ecolab (ECL) | 0.0 | $435k | 3.1k | 140.17 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $498k | +7% | 3.2k | 156.46 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $424k | +7% | 4.0k | 105.16 |
|
| McKesson Corporation (MCK) | 0.0 | $462k | -2% | 3.5k | 132.53 |
|
| Altria (MO) | 0.0 | $409k | -3% | 7.2k | 56.76 |
|
| Merck & Co (MRK) | 0.0 | $440k | +2% | 7.3k | 60.62 |
|
| UnitedHealth (UNH) | 0.0 | $404k | +9% | 1.6k | 245.29 |
|
| Danaher Corporation (DHR) | 0.0 | $479k | 4.9k | 98.49 |
|
|
| Buckeye Partners | 0.0 | $485k | +657% | 14k | 35.08 |
|
| Axis Capital Holdings (AXS) | 0.0 | $451k | 8.1k | 55.58 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $417k | -14% | 2.5k | 165.87 |
|
| Holly Energy Partners | 0.0 | $425k | -5% | 15k | 28.20 |
|
| Cheniere Energy (LNG) | 0.0 | $407k | +16% | 6.5k | 62.50 |
|
| Skyworks Solutions (SWKS) | 0.0 | $473k | 4.9k | 96.51 |
|
|
| Rockwell Automation (ROK) | 0.0 | $445k | +9% | 2.7k | 166.02 |
|
| iShares Russell Midcap Value Index (IWS) | 0.0 | $425k | 4.8k | 88.39 |
|
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $432k | 35k | 12.36 |
|
|
| Ubs Ag Jersey Brh Alerian Infrst | 0.0 | $491k | 21k | 22.91 |
|
|
| Citigroup (C) | 0.0 | $441k | 6.6k | 66.92 |
|
|
| Flexshares Tr mornstar upstr (GUNR) | 0.0 | $491k | 15k | 33.86 |
|
|
| Fox News | 0.0 | $394k | 8.0k | 49.23 |
|
|
| 0.0 | $394k | 9.0k | 43.61 |
|
||
| Alibaba Group Holding (BABA) | 0.0 | $443k | 2.4k | 185.51 |
|
|
| Kkr & Co (KKR) | 0.0 | $424k | NEW | 17k | 24.84 |
|
| BlackRock (BLK) | 0.0 | $312k | +12% | 626.00 | 498.40 |
|
| Wal-Mart Stores (WMT) | 0.0 | $343k | +33% | 4.0k | 85.62 |
|
| Waste Management (WM) | 0.0 | $294k | 3.6k | 81.15 |
|
|
| Via | 0.0 | $301k | 10k | 30.10 |
|
|
| Norfolk Southern (NSC) | 0.0 | $362k | +14% | 2.4k | 150.83 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $301k | 5.4k | 55.26 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $325k | 4.8k | 68.03 |
|
Past Filings by Edge Advisors
SEC 13F filings are viewable for Edge Advisors going back to 2017
- Edge Advisors 2018 Q2 filed Aug. 14, 2018
- Edge Advisors 2018 Q1 filed May 15, 2018
- Edge Advisors 2017 Q4 filed Feb. 13, 2018
- Edge Advisors 2017 Q3 filed Nov. 8, 2017
- Edge Advisors 2016 Q4 filed Oct. 27, 2017
- Edge Advisors 2017 Q1 filed Oct. 27, 2017
- Edge Advisors 2017 Q2 filed Oct. 27, 2017