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Edge Capital Group

Latest statistics and disclosures from Edge Capital Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VYM, VOO, SPY, VIGI, XPEL, and represent 29.43% of Edge Capital Group's stock portfolio.
Added to shares of these 10 stocks: XPEL (+$80M), AVGO (+$23M), QQQ (+$13M), LEN (+$13M), JNJ, VIG, KNX, CALF, SOC, JPM.
Started 23 new stock positions in PAVE, HGER, IDV, VEU, CHTR, Rubicon Technologies, Blackrock, CBRE, FICO, CARR. FITB, AESI, COIN, COF, KNX, Te Connectivity, DHI, LOB, VZ, XPEL, CPNG, GL, EME.
Reduced shares in these 10 stocks: VGT (-$15M), FCX (-$11M), ROK (-$5.6M), DRI, XLE, BRK.A, VIGI, BP, KLAC, RWAY.
Sold out of its positions in ANF, BABA, AIG, ELV, BLK, KMX, CACC, DRI, DVN, FNB. FBNC, J, FWONK, MLM, NVTS, PYPL, TEL.
Edge Capital Group was a net buyer of stock by $98M.
Edge Capital Group has $2.3B in assets under management (AUM), dropping by 9.19%.
Central Index Key (CIK): 0001767220

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Portfolio Holdings for Edge Capital Group

Edge Capital Group holds 322 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard High Dividend Yield Index Etf Etf (VYM)	9.1	$205M		1.6M	128.20	View chart
Vanguard S&p 500 Etf Etf (VOO)	6.8	$154M		292k	527.67	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	6.3	$142M		248k	573.76	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	3.7	$83M	-2%	942k	88.28	View chart
Xpel Stock (XPEL)	3.5	$80M	NEW	1.8M	43.37	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.4	$76M		977k	78.05	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.5	$56M	+2%	1.1M	52.81	View chart
Vulcan Matls Stock (VMC)	2.0	$45M		180k	250.43	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	2.0	$44M	+2%	457k	96.52	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.7	$37M		647k	57.83	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.6	$37M		63k	576.82	View chart
Microsoft Corp Stock (MSFT)	1.5	$35M		81k	430.30	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.4	$32M	+11%	160k	198.06	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.4	$31M		498k	62.32	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	1.4	$31M	+5%	231k	131.91	View chart
Coca Cola Stock (KO)	1.3	$30M		420k	71.86	View chart
Rtx Corporation Stock (RTX)	1.3	$30M		245k	121.16	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.2	$27M	-4%	230k	116.96	View chart
Broadcom Stock (AVGO)	1.2	$26M	+795%	153k	172.50	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.1	$26M		69k	375.38	View chart
Apple Stock (AAPL)	1.1	$26M	-2%	110k	233.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.1	$25M	-4%	438k	57.41	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.1	$24M		86k	283.16	View chart
Walmart Stock (WMT)	1.1	$24M		297k	80.75	View chart
Morgan Stanley Stock (MS)	1.1	$24M		230k	104.24	View chart
Targa Res Corp Stock (TRGP)	1.0	$23M		154k	148.01	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$23M	+10%	108k	210.86	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	1.0	$22M	-2%	39k	569.66	View chart
Johnson & Johnson Stock (JNJ)	0.9	$21M	+23%	130k	162.06	View chart
Hca Healthcare Stock (HCA)	0.9	$21M		51k	406.43	View chart
Merck & Co Stock (MRK)	0.9	$20M	+10%	179k	113.56	View chart
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)	0.9	$19M		4.8M	4.05	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$19M		34k	572.44	View chart
Truist Finl Corp Stock (TFC)	0.8	$17M	+10%	400k	42.77	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$17M		355k	47.85	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$16M	+431%	32k	488.07	View chart
Qualcomm Stock (QCOM)	0.7	$16M	+3%	91k	170.05	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.7	$15M		191k	78.75	View chart
Lennar Corp Cl A Stock (LEN)	0.6	$13M	+1702%	71k	187.48	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.6	$13M	+25%	283k	46.52	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.5	$12M	+6%	284k	41.49	View chart
Relx Adr (RELX)	0.5	$12M		243k	47.46	View chart
Astrazeneca Adr (AZN)	0.5	$11M		144k	77.91	View chart
Eli Lilly & Co Stock (LLY)	0.5	$11M	-11%	12k	885.94	View chart
Frontline Stock (FRO)	0.5	$11M	+11%	462k	22.85	View chart
Ares Capital Corp Cef (ARCC)	0.5	$11M		503k	20.94	View chart
Norfolk Southn Corp Stock (NSC)	0.5	$10M	-7%	42k	248.50	View chart
Golub Cap Bdc Cef (GBDC)	0.4	$10M	+4%	665k	15.11	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.4	$10M		688k	14.57	View chart
Fs Kkr Cap Corp Cef (FSK)	0.4	$9.9M		500k	19.73	View chart
Chevron Corp Stock (CVX)	0.4	$9.8M	-3%	67k	147.27	View chart
Amazon Stock (AMZN)	0.4	$9.7M	+10%	52k	186.33	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.4	$9.7M		232k	41.95	View chart
Bunge Global Sa Stock (BG)	0.4	$9.6M		99k	96.64	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$9.3M	+7%	110k	84.53	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.4	$9.1M	-4%	53k	173.67	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.4	$8.9M		872k	10.18	View chart
Dicks Sporting Goods Stock (DKS)	0.4	$8.8M		42k	208.70	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$8.8M	-6%	19k	460.26	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$8.7M	+2%	74k	117.22	View chart
Bank America Corp Stock (BAC)	0.4	$8.5M	+14%	214k	39.68	View chart
Shell Plc Spon Ads Adr (SHEL)	0.4	$8.3M		126k	65.95	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$7.8M	-4%	47k	167.19	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.3	$7.8M	+14%	77k	101.27	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$7.3M	-2%	39k	189.80	View chart
Nvidia Corporation Stock (NVDA)	0.3	$7.2M	-5%	59k	121.44	View chart
Procter And Gamble Stock (PG)	0.3	$7.1M		41k	173.20	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$7.1M	-2%	12k	584.56	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$7.1M		30k	237.21	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$7.0M		73k	95.49	View chart
Novo-nordisk A S Adr (NVO)	0.3	$6.9M	-2%	58k	119.07	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$6.6M		79k	83.63	View chart
Parker-hannifin Corp Stock (PH)	0.3	$6.1M	-2%	9.7k	631.82	View chart
International Business Machs Stock (IBM)	0.3	$6.0M	+6%	27k	221.08	View chart
Spdr Gold Shares Etf (GLD)	0.3	$6.0M		25k	243.06	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.3	$5.9M	+17%	198k	29.89	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$5.8M		15k	383.93	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.3	$5.8M	+6%	19k	314.39	View chart
Oracle Corp Stock (ORCL)	0.3	$5.8M		34k	170.40	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$5.6M	-72%	9.6k	586.52	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$5.5M	-33%	8.00	691180.00	View chart
Digital Rlty Tr Reit (DLR)	0.2	$5.5M	+22%	34k	161.83	View chart
Home Depot Stock (HD)	0.2	$5.4M		13k	405.20	View chart
Diamondback Energy Stock (FANG)	0.2	$5.3M		31k	172.40	View chart
Vanguard Value Etf Etf (VTV)	0.2	$5.3M	-3%	31k	174.57	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$5.2M		48k	107.65	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$5.1M	-2%	15k	353.48	View chart
BP Adr (BP)	0.2	$5.1M	-26%	164k	31.39	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.2	$5.1M		157k	32.27	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$5.0M	-6%	30k	165.85	View chart
Cousins Pptys Reit (CUZ)	0.2	$5.0M		170k	29.48	View chart
Ferguson Enterprises Stock (FERG)	0.2	$4.8M	+6%	24k	198.57	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$4.8M		59k	80.37	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$4.8M		21k	225.76	View chart
Highwoods Pptys Reit (HIW)	0.2	$4.7M	-7%	141k	33.51	View chart
Target Corp Stock (TGT)	0.2	$4.5M	-3%	29k	155.86	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.2	$4.5M	-2%	119k	37.59	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$4.3M	-4%	18k	245.46	View chart
Honeywell Intl Stock (HON)	0.2	$4.3M		21k	206.71	View chart
Tamboran Res Corp Stock (TBN)	0.2	$4.2M		208k	20.32	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.2	$4.2M		13k	326.73	View chart
Kla Corp Stock (KLAC)	0.2	$4.1M	-28%	5.3k	774.41	View chart
Blackstone Stock (BX)	0.2	$4.1M		27k	153.13	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$4.0M		18k	220.88	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$3.9M		25k	154.02	View chart
Newmarket Corp Stock (NEU)	0.2	$3.7M		6.8k	551.89	View chart
Albemarle Corp Stock (ALB)	0.2	$3.7M	+5%	39k	94.71	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.2	$3.7M		41k	89.36	View chart
Stellantis Stock (STLA)	0.1	$3.2M	-16%	232k	13.86	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$3.1M	-4%	46k	67.85	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$3.1M	-5%	67k	45.86	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$2.9M	NEW	54k	53.95	View chart
Visa Inc Com Cl A Stock (V)	0.1	$2.9M		10k	274.96	View chart
Sable Offshore Corp Stock (SOC)	0.1	$2.8M	+500%	120k	23.63	View chart
Union Pac Corp Stock (UNP)	0.1	$2.8M	-4%	11k	246.48	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$2.7M	-4%	57k	47.54	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$2.5M	+13%	9.3k	263.82	View chart
Salesforce Stock (CRM)	0.1	$2.3M	+3%	8.5k	273.71	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$2.2M		5.3k	423.08	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$2.2M	-8%	30k	73.42	View chart
Colgate Palmolive Stock (CL)	0.1	$2.1M		21k	103.81	View chart
Conocophillips Stock (COP)	0.1	$2.1M	+3%	20k	105.28	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$2.1M	+110%	58k	36.13	View chart
Ishares Global Energy Etf Etf (IXC)	0.1	$1.9M		48k	40.48	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.1	$1.9M		31k	61.77	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.9M		23k	82.94	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$1.9M		140k	13.61	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.9M	-2%	6.8k	276.73	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.1	$1.8M	+4%	17k	106.00	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.8M	-5%	13k	135.07	View chart
Amgen Stock (AMGN)	0.1	$1.8M		5.5k	322.21	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.7M	-7%	57k	29.11	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.6M		2.7k	618.62	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.6M	+2%	3.3k	493.73	View chart
Enbridge Stock (ENB)	0.1	$1.6M	+7%	40k	40.63	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.6M		1.8k	886.48	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.5M		96k	16.05	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.5M		7.7k	200.79	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.5M		19k	83.09	View chart
Eog Res Stock (EOG)	0.1	$1.5M		12k	122.93	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.5M		8.3k	179.16	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$1.5M		27k	55.53	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.5M	-18%	2.5k	584.75	View chart
American Express Stock (AXP)	0.1	$1.4M		5.3k	271.19	View chart
Nextera Energy Stock (NEE)	0.1	$1.4M	-9%	16k	84.53	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.3M	-2%	16k	83.33	View chart
Pepsico Stock (PEP)	0.1	$1.3M	-6%	7.7k	170.06	View chart
Texas Instrs Stock (TXN)	0.1	$1.3M	+24%	6.1k	206.57	View chart
Caterpillar Stock (CAT)	0.1	$1.3M		3.2k	391.12	View chart
Roper Technologies Stock (ROP)	0.1	$1.2M	-3%	2.2k	556.36	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$1.2M		20k	57.22	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.1M	-2%	9.9k	115.30	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.1M	-3%	18k	64.74	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.0	$1.1M		14k	78.45	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$1.1M	+131%	18k	59.23	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$1.1M		5.1k	207.60	View chart
Mcdonalds Corp Stock (MCD)	0.0	$1.1M	+3%	3.5k	304.51	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$1.1M	+3%	23k	45.51	View chart
Dorchester Minerals Lp Com Unit Stock (DMLP)	0.0	$1.1M	-50%	35k	30.15	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.0	$1.0M	-4%	6.5k	160.96	View chart
Netflix Stock (NFLX)	0.0	$1.0M	-17%	1.4k	709.27	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$1.0M		25k	41.28	View chart
Palo Alto Networks Stock (PANW)	0.0	$1.0M		3.0k	341.80	View chart
Phillips 66 Stock (PSX)	0.0	$992k		7.5k	131.45	View chart
Danaher Corporation Stock (DHR)	0.0	$990k	-2%	3.6k	278.02	View chart
Tesla Stock (TSLA)	0.0	$976k	+41%	3.7k	261.63	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	0.0	$976k		14k	71.51	View chart
Advanced Micro Devices Stock (AMD)	0.0	$972k	-3%	5.9k	164.08	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$964k		28k	34.29	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$962k	+2%	7.7k	125.62	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$960k		5.8k	166.81	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$955k		7.5k	126.81	View chart
Willscot Hldgs Corp Com Cl A Stock (WSC)	0.0	$941k		25k	37.60	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$923k	-92%	19k	49.92	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$898k	+46%	9.2k	97.42	View chart
Aflac Stock (AFL)	0.0	$887k	+3%	7.9k	111.80	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$881k	-40%	996.00	884.74	View chart
Nike Inc Cl B Stock (NKE)	0.0	$879k		9.9k	88.40	View chart
Cdw Corp Stock (CDW)	0.0	$877k		3.9k	226.30	View chart
Abbott Labs Stock (ABT)	0.0	$866k	-7%	7.6k	114.00	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$835k		15k	57.53	View chart
Abbvie Stock (ABBV)	0.0	$829k	+6%	4.2k	197.48	View chart
Southern Stock (SO)	0.0	$823k		9.1k	90.18	View chart
Synopsys Stock (SNPS)	0.0	$815k	+34%	1.6k	506.39	View chart
Adobe Stock (ADBE)	0.0	$795k	-12%	1.5k	517.78	View chart
Arm Holdings Adr (ARM)	0.0	$771k		5.4k	143.01	View chart
Intel Corp Stock (INTC)	0.0	$758k	-13%	32k	23.46	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA)	0.0	$749k		13k	59.42	View chart
General Dynamics Corp Stock (GD)	0.0	$747k		2.5k	302.20	View chart
Patterson-uti Energy Stock (PTEN)	0.0	$745k		97k	7.65	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$743k		20k	37.20	View chart
Global Pmts Stock (GPN)	0.0	$743k	-5%	7.3k	102.42	View chart
Chubb Stock (CB)	0.0	$740k	-4%	2.6k	288.39	View chart
Runway Growth Finance Corp Stock (RWAY)	0.0	$723k	-69%	70k	10.29	View chart
Rockwell Automation Stock (ROK)	0.0	$700k	-88%	2.6k	268.46	View chart
Wells Fargo Stock (WFC)	0.0	$694k	-4%	12k	56.49	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$672k	-27%	2.4k	280.47	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$671k		2.4k	281.37	View chart
Regions Financial Corp Stock (RF)	0.0	$659k		28k	23.33	View chart
Hubbell Stock (HUBB)	0.0	$635k		1.5k	428.35	View chart
Dupont De Nemours Stock (DD)	0.0	$619k		7.0k	89.11	View chart
Cisco Sys Stock (CSCO)	0.0	$608k	-21%	11k	53.22	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$584k		8.0k	72.63	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$580k		8.9k	64.77	View chart
Oneok Stock (OKE)	0.0	$557k	-18%	6.1k	91.13	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$550k		32k	17.37	View chart
Tjx Cos Stock (TJX)	0.0	$550k	-2%	4.7k	117.54	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$516k	+4%	4.3k	119.56	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$516k	-17%	7.8k	66.52	View chart
Kb Home Stock (KBH)	0.0	$514k		6.0k	85.69	View chart
Autodesk Stock (ADSK)	0.0	$510k		1.9k	275.48	View chart
Analog Devices Stock (ADI)	0.0	$508k		2.2k	230.17	View chart
Green Brick Partners Stock (GRBK)	0.0	$503k	-2%	6.0k	83.52	View chart
Disney Walt Stock (DIS)	0.0	$502k		5.2k	96.18	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$499k		5.1k	97.97	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$488k		2.6k	184.85	View chart
Us Bancorp Del Stock (USB)	0.0	$486k		11k	45.73	View chart
Williams Cos Stock (WMB)	0.0	$485k	-3%	11k	45.65	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$480k		1.4k	345.99	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$472k	+30%	4.7k	100.69	View chart
Blackrock Stock	0.0	$462k	NEW	487.00	949.51	View chart
Goldman Sachs Group Stock (GS)	0.0	$461k	-2%	930.00	495.11	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$432k		4.0k	108.18	View chart
Iqvia Hldgs Stock (IQV)	0.0	$429k		1.8k	236.97	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$429k	-5%	4.9k	88.14	View chart
Pfizer Stock (PFE)	0.0	$418k	-22%	14k	28.94	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.0	$414k		325.00	1273.01	View chart
Altria Group Stock (MO)	0.0	$414k	-15%	8.1k	51.04	View chart
Boeing Stock (BA)	0.0	$413k	-3%	2.7k	152.04	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$412k		15k	27.01	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$410k		3.4k	119.70	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$406k		22k	18.50	View chart
Corteva Stock (CTVA)	0.0	$404k		6.9k	58.79	View chart
Dow Stock (DOW)	0.0	$403k		7.4k	54.63	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$396k	-3%	4.8k	82.30	View chart
Royal Bk Cda Stock (RY)	0.0	$394k		3.2k	124.73	View chart
Stryker Corporation Stock (SYK)	0.0	$386k	+66%	1.1k	361.26	View chart
Hershey Stock (HSY)	0.0	$385k		2.0k	191.78	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$380k	-2%	8.4k	45.32	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$372k		1.8k	202.76	View chart
Intercontinental Exchange Stock (ICE)	0.0	$365k	-2%	2.3k	160.64	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$365k	-45%	9.3k	39.20	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$361k		16k	22.09	View chart
Tractor Supply Stock (TSCO)	0.0	$359k		1.2k	290.93	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$359k	-3%	8.6k	41.77	View chart
Novartis Adr (NVS)	0.0	$353k		3.1k	115.02	View chart
Starbucks Corp Stock (SBUX)	0.0	$352k		3.6k	97.49	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$351k		1.8k	195.38	View chart
T-mobile Us Stock (TMUS)	0.0	$348k	+9%	1.7k	206.36	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$345k	-40%	5.3k	64.81	View chart
Intuitive Surgical Stock (ISRG)	0.0	$344k	-5%	700.00	491.27	View chart
Emerson Elec Stock (EMR)	0.0	$344k		3.1k	109.37	View chart
Copart Stock (CPRT)	0.0	$342k		6.5k	52.40	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$342k		4.1k	83.75	View chart
Cheniere Energy Stock (LNG)	0.0	$341k		1.9k	179.84	View chart
Equifax Stock (EFX)	0.0	$340k		1.2k	293.86	View chart
Fiserv Stock (FI)	0.0	$326k		1.8k	179.65	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$315k		2.6k	122.47	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$311k		3.3k	95.75	View chart
Diageo Adr (DEO)	0.0	$309k	-9%	2.2k	140.34	View chart
Ge Aerospace Stock (GE)	0.0	$305k	-21%	1.6k	188.58	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$305k		3.1k	98.07	View chart
Hess Corp Stock (HES)	0.0	$304k		2.2k	135.81	View chart
Ameriprise Finl Stock (AMP)	0.0	$302k		642.00	469.73	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.0	$299k	NEW	13k	22.61	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$297k		5.8k	51.50	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$295k	-13%	1.2k	241.10	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$291k	NEW	13k	21.80	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$291k	-14%	2.2k	132.25	View chart
Philip Morris Intl Stock (PM)	0.0	$279k	-12%	2.3k	121.42	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$277k	+25%	5.5k	50.50	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$273k	-22%	6.6k	41.25	View chart
Medtronic Stock (MDT)	0.0	$272k	-12%	3.0k	90.03	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$272k	-93%	3.1k	87.80	View chart
Unilever Adr (UL)	0.0	$271k	-9%	4.2k	64.96	View chart
Tcw Transform Systems Etf Etf (NETZ)	0.0	$268k		3.6k	73.93	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$263k		5.6k	47.13	View chart
Deere & Co Stock (DE)	0.0	$261k		626.00	417.33	View chart
Kkr & Co Stock (KKR)	0.0	$259k		2.0k	130.58	View chart
Genuine Parts Stock (GPC)	0.0	$257k		1.8k	139.68	View chart
Rollins Stock (ROL)	0.0	$255k		5.0k	50.58	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$255k		896.00	284.00	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$248k		4.5k	55.63	View chart
Marvell Technology Stock (MRVL)	0.0	$248k		3.4k	72.12	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$248k		4.5k	54.43	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$244k	-6%	293.00	833.25	View chart
Globe Life Stock (GL)	0.0	$243k	NEW	2.3k	105.91	View chart
Verizon Communications Stock (VZ)	0.0	$243k	NEW	5.4k	44.91	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$239k		3.8k	62.20	View chart
Te Connectivity Plc Ord Stock	0.0	$236k	NEW	1.6k	150.99	View chart
Penn Entertainment Stock (PENN)	0.0	$232k		12k	18.86	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$231k	NEW	1.9k	124.48	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$231k	NEW	1.3k	178.17	View chart
Citigroup Stock (C)	0.0	$226k	-11%	3.6k	62.60	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$225k		977.00	230.50	View chart
Fair Isaac Corp Stock (FICO)	0.0	$224k	NEW	115.00	1943.52	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$221k	-4%	2.0k	111.86	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$217k	NEW	5.1k	42.84	View chart
Everest Group Stock (EG)	0.0	$217k		553.00	391.83	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$216k		14k	15.10	View chart
Capital One Finl Corp Stock (COF)	0.0	$215k	NEW	1.4k	149.73	View chart
Coupang Inc Cl A Stock (CPNG)	0.0	$214k	NEW	8.7k	24.55	View chart
Eaton Corp Stock (ETN)	0.0	$212k	-42%	638.00	331.44	View chart
Live Oak Bancshares Stock (LOB)	0.0	$210k	NEW	4.4k	47.37	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$207k	NEW	6.8k	30.23	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$206k	NEW	637.00	324.08	View chart
D R Horton Stock (DHI)	0.0	$206k	NEW	1.1k	190.77	View chart
Micron Technology Stock (MU)	0.0	$204k	-6%	2.0k	103.71	View chart
Carrier Global Corporation Stock (CARR)	0.0	$202k	NEW	2.5k	80.48	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$202k	NEW	3.2k	62.99	View chart
Emcor Group Stock (EME)	0.0	$202k	NEW	469.00	430.53	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$201k	NEW	4.9k	41.16	View chart
Applied Matls Stock (AMAT)	0.0	$201k		993.00	202.05	View chart
Antero Midstream Corp Stock (AM)	0.0	$197k		13k	15.05	View chart
Carlyle Secured Lending Cef (CGBD)	0.0	$192k		11k	16.97	View chart
First Horizon Corporation Stock (FHN)	0.0	$165k		11k	15.53	View chart
Corecivic Stock (CXW)	0.0	$127k		10k	12.65	View chart
Sandridge Energy Stock (SD)	0.0	$122k		10k	12.23	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$100k		12k	8.25	View chart
Astrotech Corp Stock (ASTC)	0.0	$94k	+6%	12k	7.99	View chart
Innovage Hldg Corp Stock (INNV)	0.0	$90k		15k	6.00	View chart
Rubicon Technologies Inc Cl A Stock	0.0	$3.3k	NEW	67k	0.05	View chart

Past Filings by Edge Capital Group

SEC 13F filings are viewable for Edge Capital Group going back to 2018

Edge Capital Group 2024 Q3 filed Nov. 12, 2024
Edge Capital Group 2024 Q2 filed Aug. 13, 2024
Edge Capital Group 2024 Q1 filed May 14, 2024
Edge Capital Group 2023 Q3 filed Nov. 13, 2023
Edge Capital Group 2023 Q2 filed Aug. 8, 2023
Edge Capital Group 2023 Q1 filed May 4, 2023
Edge Capital Group 2022 Q4 filed Feb. 7, 2023
Edge Capital Group 2022 Q3 filed Nov. 9, 2022
Edge Capital Group 2022 Q2 filed Aug. 8, 2022
Edge Capital Group 2022 Q1 filed May 3, 2022
Edge Capital Group 2021 Q4 filed Jan. 19, 2022
Edge Capital Group 2021 Q3 filed Oct. 26, 2021
Edge Capital Group 2021 Q2 filed Aug. 9, 2021
Edge Capital Group 2021 Q1 filed May 13, 2021
Edge Capital Group 2020 Q4 filed Feb. 16, 2021
Edge Capital Group 2020 Q3 filed Nov. 9, 2020

View all past filings

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