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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 29.20% of Edge Capital Group's stock portfolio.
Added to shares of these 10 stocks: UL (+$8.4M), SCHD (+$6.1M), DELL, NSC, XLK, WHR, SCHV, KLAC, VEA, MSFT.
Started 38 new stock positions in VTEB, Chavant Capital Acquisitn, WHR, USMV, ISEP, HTH, VTES, AVEM, VV, SENEA.
Reduced shares in these 10 stocks: SPY (-$5162B), COWZ (-$1159B), IJR (-$572B), CALF (-$475B), JNJ (-$363B), SHEL (-$114B), VIGI (-$99B), PR (-$94B), TFC (-$69B), HCA (-$60B).
Sold out of its positions in AMAT, CARR, CPNG, DHI, DEO, DMLP, FICO, FITB, FHN, GE.
Edge Capital Group was a net seller of stock by $-8466B.
Edge Capital Group has $2.2B in assets under management (AUM), dropping by -0.54%.
Central Index Key (CIK): 0001767220

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Portfolio Holdings for Edge Capital Group

Edge Capital Group holds 332 positions in its portfolio as reported in the December 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	$204M		1.6M	127.59	View chart
Vanguard S&p 500 Etf Etf (VOO)	7.1	$159M		295k	538.81	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	6.5	$146M	-99%	7.00	20823277.43	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	3.4	$76M	-99%	724.00	104672.28	View chart
Xpel Stock (XPEL)	3.2	$71M	-2%	1.8M	39.94	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.1	$70M		992k	70.28	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.4	$53M	+3%	1.1M	47.82	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	2.2	$49M	+3%	472k	103.30	View chart
Vulcan Matls Stock (VMC)	2.1	$46M	-99%	687.00	67344.46	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.7	$38M	+2%	65k	588.68	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.6	$36M	-99%	20.00	1790960.70	View chart
Microsoft Corp Stock (MSFT)	1.6	$36M	+4%	85k	421.50	View chart
Broadcom Stock (AVGO)	1.6	$35M		151k	231.84	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.4	$33M	+3%	166k	195.83	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.4	$32M	+2%	511k	62.31	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	1.4	$32M		227k	139.35	View chart
Apple Stock (AAPL)	1.3	$29M	+3%	114k	250.42	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.2	$27M	-99%	11.00	2483493.64	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.2	$27M	-99%	33.00	823969.06	View chart
Targa Res Corp Stock (TRGP)	1.2	$27M		151k	178.50	View chart
Walmart Stock (WMT)	1.2	$27M		296k	90.35	View chart
Rtx Corporation Stock (RTX)	1.2	$27M	-6%	230k	115.72	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$26M		109k	239.71	View chart
Coca Cola Stock (KO)	1.2	$26M	-99%	424.00	61080.62	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.1	$24M	-99%	63.00	385235.05	View chart
Morgan Stanley Stock (MS)	1.0	$23M	-19%	184k	125.72	View chart
Johnson & Johnson Stock (JNJ)	1.0	$22M	-99%	8.00	2787968.25	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.0	$22M	-4%	420k	52.22	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	1.0	$22M		39k	569.58	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$20M		34k	585.51	View chart
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)	0.9	$19M		4.8M	3.95	View chart
Merck & Co Stock (MRK)	0.8	$19M	-88%	20k	928.69	View chart
Hca Healthcare Stock (HCA)	0.8	$18M	-99%	15.00	1185180.00	View chart
Truist Finl Corp Stock (TFC)	0.8	$17M	-99%	100.00	172321.03	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$16M	-5%	30k	534.18	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.7	$16M		353k	44.04	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.7	$15M		191k	76.81	View chart
Norfolk Southn Corp Stock (NSC)	0.6	$14M	+45%	61k	234.70	View chart
Qualcomm Stock (QCOM)	0.6	$14M	-2%	89k	153.62	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.6	$13M	-99%	8.00	1681072.00	View chart
Shell Plc Spon Ads Adr (SHEL)	0.5	$12M	-99%	13.00	909882.00	View chart
Amazon Stock (AMZN)	0.5	$12M	+2%	54k	219.39	View chart
Ares Capital Corp Cef (ARCC)	0.5	$11M		503k	21.89	View chart
Relx Adr (RELX)	0.5	$11M		242k	45.42	View chart
Fs Kkr Cap Corp Cef (FSK)	0.5	$11M	-99%	110.00	98700.22	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.5	$10M		688k	15.12	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.5	$10M		52k	197.49	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.5	$10M		871k	11.72	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.4	$10M	-4%	271k	37.12	View chart
Chevron Corp Stock (CVX)	0.4	$10M	+4%	69k	144.84	View chart
Dicks Sporting Goods Stock (DKS)	0.4	$9.7M		42k	228.84	View chart
Bank America Corp Stock (BAC)	0.4	$9.5M		217k	43.95	View chart
Astrazeneca Adr (AZN)	0.4	$9.4M		144k	65.52	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$9.2M	+3%	48k	190.44	View chart
Nvidia Corporation Stock (NVDA)	0.4	$9.1M	+14%	68k	134.29	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$9.1M	+201%	332k	27.32	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.4	$8.8M		229k	38.34	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$8.7M	-99%	39.00	223188.10	View chart
Unilever Adr (UL)	0.4	$8.7M	+3569%	153k	56.70	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.4	$8.4M	+12%	87k	96.90	View chart
Eli Lilly & Co Stock (LLY)	0.4	$8.1M	-12%	11k	772.00	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$8.0M		75k	107.57	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$7.2M		30k	240.28	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$7.1M		38k	185.13	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$7.0M	+16%	92k	75.61	View chart
Procter And Gamble Stock (PG)	0.3	$6.9M	-99%	39.00	176238.56	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.3	$6.7M	+11%	221k	30.47	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$6.7M		72k	92.59	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.3	$6.5M	+8%	20k	322.16	View chart
Golub Cap Bdc Cef (GBDC)	0.3	$6.5M	-35%	426k	15.16	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$6.3M		15k	410.44	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$6.2M	+5%	13k	485.94	View chart
Parker-hannifin Corp Stock (PH)	0.3	$6.0M	-2%	9.4k	636.03	View chart
International Business Machs Stock (IBM)	0.3	$6.0M		27k	219.83	View chart
Digital Rlty Tr Reit (DLR)	0.3	$6.0M		34k	177.33	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$5.9M	-99%	5.00	1182973.60	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$5.9M		9.5k	621.80	View chart
Kla Corp Stock (KLAC)	0.3	$5.8M	+72%	9.1k	630.12	View chart
Oracle Corp Stock (ORCL)	0.3	$5.7M		34k	166.64	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$5.4M		8.00	680920.00	View chart
Home Depot Stock (HD)	0.2	$5.2M	-97%	400.00	13095.35	View chart
Cousins Pptys Reit (CUZ)	0.2	$5.2M		170k	30.64	View chart
Vanguard Value Etf Etf (VTV)	0.2	$5.1M		30k	169.30	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$5.1M		15k	351.79	View chart
Novo-nordisk A S Adr (NVO)	0.2	$5.0M		59k	86.02	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$4.9M	+181%	59k	82.65	View chart
Spdr Gold Shares Etf (GLD)	0.2	$4.9M	-98%	296.00	16476.29	View chart
BP Adr (BP)	0.2	$4.8M	-99%	111.00	42874.25	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$4.6M		47k	96.83	View chart
Diamondback Energy Stock (FANG)	0.2	$4.6M	-9%	28k	163.83	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.2	$4.6M		157k	29.05	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$4.6M	NEW	40k	115.24	View chart
Honeywell Intl Stock (HON)	0.2	$4.6M	-99%	12.00	379654.00	View chart
Target Corp Stock (TGT)	0.2	$4.6M	+15%	34k	135.18	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$4.5M	+6%	19k	242.17	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$4.5M	+194%	175k	26.07	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.2	$4.5M		119k	38.08	View chart
Blackstone Stock (BX)	0.2	$4.4M	-3%	26k	172.42	View chart
Tamboran Res Corp Stock (TBN)	0.2	$4.4M		208k	20.99	View chart
Highwoods Pptys Reit (HIW)	0.2	$4.3M		140k	30.58	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.2	$4.3M		13k	334.25	View chart
Ferguson Enterprises Stock (FERG)	0.2	$4.2M		24k	173.57	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.2	$4.1M	+34%	77k	53.05	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$3.7M	-7%	17k	220.96	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.2	$3.6M		41k	89.33	View chart
Newmarket Corp Stock (NEU)	0.2	$3.6M		6.8k	528.35	View chart
Lennar Corp Cl A Stock (LEN)	0.2	$3.5M	-63%	26k	136.37	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$3.5M	-99%	194.00	17889.06	View chart
Visa Inc Com Cl A Stock (V)	0.2	$3.4M	+4%	11k	316.05	View chart
Albemarle Corp Stock (ALB)	0.1	$3.3M		39k	86.08	View chart
Whirlpool Corp Stock (WHR)	0.1	$3.1M	NEW	22.00	141263.14	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$3.1M	-80%	9.1k	339.67	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$3.0M	+4%	60k	50.36	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.1	$2.9M	-99%	405.00	7124.52	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$2.8M	-97%	1.9k	1446.77	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$2.8M	+11%	10k	264.14	View chart
Sable Offshore Corp Stock (SOC)	0.1	$2.7M		120k	22.90	View chart
Union Pac Corp Stock (UNP)	0.1	$2.7M	+6%	12k	228.04	View chart
Salesforce Stock (CRM)	0.1	$2.7M	-6%	8.0k	334.33	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$2.2M	-97%	157.00	14251.71	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$2.2M		27k	81.58	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$2.1M	+22%	16k	131.29	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$2.1M	+3%	24k	87.90	View chart
Conocophillips Stock (COP)	0.1	$2.1M	+3%	21k	99.17	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$2.1M	-98%	542.00	3789.63	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$2.0M	-99%	3.00	672672.33	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.1	$2.0M	-94%	1.6k	1253.30	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.1	$1.9M	-99%	37.00	52310.24	View chart
Enbridge Stock (ENB)	0.1	$1.9M	+13%	45k	42.43	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.9M	+2%	98k	19.59	View chart
American Express Stock (AXP)	0.1	$1.9M	+20%	6.5k	296.81	View chart
Colgate Palmolive Stock (CL)	0.1	$1.9M		21k	90.91	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.9M	-99%	3.00	618064.00	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.9M	-99%	2.00	926051.50	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.7M	-97%	70.00	24798.01	View chart
Ishares Global Energy Etf Etf (IXC)	0.1	$1.6M	-10%	43k	38.18	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.6M	+3%	7.9k	198.19	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.6M	+752%	15k	102.55	View chart
Eog Res Stock (EOG)	0.1	$1.5M		13k	122.58	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.5M	+200%	56k	27.71	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.5M		20k	75.63	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$1.5M	+29%	24k	63.45	View chart
Tesla Stock (TSLA)	0.1	$1.5M		3.7k	403.84	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.5M	+7%	2.9k	520.27	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.5M		8.4k	175.23	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.4M	+7%	2.7k	505.91	View chart
Pepsico Stock (PEP)	0.1	$1.3M	-99%	5.00	268577.60	View chart
Netflix Stock (NFLX)	0.1	$1.3M	-56%	631.00	2070.80	View chart
Texas Instrs Stock (TXN)	0.1	$1.3M	+12%	6.8k	187.51	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.3M	+25%	4.4k	289.89	View chart
Amgen Stock (AMGN)	0.1	$1.2M	-13%	4.8k	260.64	View chart
Caterpillar Stock (CAT)	0.1	$1.2M	+5%	3.4k	362.76	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.2M	-7%	15k	81.25	View chart
Abbott Labs Stock (ABT)	0.0	$1.1M	+30%	9.9k	113.11	View chart
Roper Technologies Stock (ROP)	0.0	$1.1M	-2%	2.1k	519.77	View chart
Palo Alto Networks Stock (PANW)	0.0	$1.1M	+102%	6.0k	181.96	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$1.1M	+4%	24k	44.92	View chart
Nextera Energy Stock (NEE)	0.0	$1.1M	-8%	15k	71.69	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$1.1M	-49%	10k	103.76	View chart
Duke Energy Corp Stock (DUK)	0.0	$1.1M		9.9k	107.74	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$1.0M		17k	58.93	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.0	$1.0M	-84%	1.0k	1011.64	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$1.0M	-99%	4.00	251380.00	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$992k		7.5k	131.41	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.0	$987k	NEW	277k	3.57	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$972k		28k	34.59	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$965k	-2%	7.5k	128.62	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	0.0	$958k		14k	70.22	View chart
Abbvie Stock (ABBV)	0.0	$951k	+27%	5.3k	177.70	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$948k		25k	38.37	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$938k	-99%	4.00	234503.50	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$937k	-99%	26.00	36030.88	View chart
Wells Fargo Stock (WFC)	0.0	$925k	+7%	13k	70.24	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.0	$914k	-77%	3.3k	279.05	View chart
Phillips 66 Stock (PSX)	0.0	$860k		7.5k	113.93	View chart
Danaher Corporation Stock (DHR)	0.0	$851k	+4%	3.7k	229.55	View chart
Willscot Hldgs Corp Com Cl A Stock (WSC)	0.0	$837k	-91%	2.1k	392.05	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$821k		2.4k	342.16	View chart
Global Pmts Stock (GPN)	0.0	$808k	-99%	20.00	40375.20	View chart
Patterson-uti Energy Stock (PTEN)	0.0	$805k	-99%	17.00	47375.94	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$804k	+5%	15k	52.47	View chart
Synopsys Stock (SNPS)	0.0	$791k		1.6k	485.36	View chart
Southern Stock (SO)	0.0	$763k	-99%	18.00	42398.33	View chart
Rockwell Automation Stock (ROK)	0.0	$746k		2.6k	285.79	View chart
Aflac Stock (AFL)	0.0	$725k	-11%	7.0k	103.44	View chart
Chubb Stock (CB)	0.0	$723k	-99%	1.00	722525.00	View chart
Adobe Stock (ADBE)	0.0	$716k	-83%	252.00	2839.25	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA)	0.0	$683k		13k	54.22	View chart
Nike Inc Cl B Stock (NKE)	0.0	$681k	-9%	9.0k	75.67	View chart
Cisco Sys Stock (CSCO)	0.0	$679k		12k	59.20	View chart
Cdw Corp Stock (CDW)	0.0	$675k		3.9k	174.04	View chart
Regions Financial Corp Stock (RF)	0.0	$665k	-99%	9.00	73868.89	View chart
Arm Holdings Adr (ARM)	0.0	$665k		5.4k	123.36	View chart
Hubbell Stock (HUBB)	0.0	$621k	-99%	14.00	44372.43	View chart
Oneok Stock (OKE)	0.0	$616k		6.1k	100.40	View chart
Tjx Cos Stock (TJX)	0.0	$594k	+5%	4.9k	120.81	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$590k	-86%	325.00	1814.02	View chart
Copart Stock (CPRT)	0.0	$589k	+57%	10k	57.39	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$581k	+95%	26k	22.18	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$573k	+13%	4.9k	117.51	View chart
Us Bancorp Del Stock (USB)	0.0	$573k	-98%	175.00	3272.66	View chart
Advanced Micro Devices Stock (AMD)	0.0	$565k	-21%	4.7k	120.79	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$563k	+10%	2.9k	192.85	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$554k	-4%	4.8k	114.39	View chart
Autodesk Stock (ADSK)	0.0	$549k		1.9k	295.57	View chart
Boeing Stock (BA)	0.0	$549k	+14%	3.1k	177.00	View chart
Goldman Sachs Group Stock (GS)	0.0	$546k	-88%	103.00	5298.13	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$541k		32k	17.08	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$532k		8.0k	66.14	View chart
Dupont De Nemours Stock (DD)	0.0	$530k	-99%	45.00	11778.09	View chart
General Dynamics Corp Stock (GD)	0.0	$530k	-18%	2.0k	263.49	View chart
Disney Walt Stock (DIS)	0.0	$529k	-9%	4.8k	111.35	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$528k	-93%	483.00	1092.85	View chart
Blackrock Stock (BLK)	0.0	$520k	+4%	507.00	1025.11	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$501k	-98%	16.00	31336.69	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$500k	NEW	9.00	55579.11	View chart
Williams Cos Stock (WMB)	0.0	$492k	-14%	9.1k	54.12	View chart
Analog Devices Stock (ADI)	0.0	$469k		2.2k	212.46	View chart
Dominion Energy Stock (D)	0.0	$458k	NEW	8.5k	53.86	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$444k	+3%	5.0k	88.40	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$434k	NEW	8.7k	50.13	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$434k	-3%	16k	27.40	View chart
Altria Group Stock (MO)	0.0	$430k		8.2k	52.29	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$420k	+3%	8.7k	48.33	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$416k	+5%	5.6k	74.01	View chart
Stryker Corporation Stock (SYK)	0.0	$412k	+7%	1.1k	360.05	View chart
T-mobile Us Stock (TMUS)	0.0	$409k	+9%	1.9k	220.73	View chart
Cheniere Energy Stock (LNG)	0.0	$407k		1.9k	214.87	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$406k		5.5k	74.02	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$403k		22k	18.38	View chart
Intuitive Surgical Stock (ISRG)	0.0	$399k	+9%	765.00	521.96	View chart
Kb Home Stock (KBH)	0.0	$397k		6.0k	65.72	View chart
Bk Of America Corp 7 25cnv Pfd L Preferred (BAC.PL)	0.0	$396k		325.00	1219.25	View chart
Corteva Stock (CTVA)	0.0	$391k		6.9k	56.96	View chart
Emerson Elec Stock (EMR)	0.0	$389k	-81%	570.00	682.92	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$385k	+43%	8.0k	48.16	View chart
Pfizer Stock (PFE)	0.0	$384k		15k	26.53	View chart
Royal Bk Cda Stock (RY)	0.0	$380k		3.2k	120.51	View chart
Tractor Supply Stock (TSCO)	0.0	$380k	+481%	7.2k	53.06	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$379k		15k	24.86	View chart
Bunge Global Sa Stock (BG)	0.0	$376k	-95%	4.8k	77.76	View chart
Fiserv Stock (FI)	0.0	$373k		1.8k	205.42	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$372k	NEW	3.7k	100.25	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$367k		4.8k	76.24	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$362k	+12%	1.5k	248.30	View chart
Iqvia Hldgs Stock (IQV)	0.0	$356k	+622%	13k	27.19	View chart
Deere & Co Stock (DE)	0.0	$353k	+32%	832.00	423.70	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$346k		9.3k	37.20	View chart
Ameriprise Finl Stock (AMP)	0.0	$342k		642.00	532.33	View chart
Intercontinental Exchange Stock (ICE)	0.0	$342k		2.3k	149.01	View chart
Green Brick Partners Stock (GRBK)	0.0	$341k		6.0k	56.49	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$336k	NEW	3.8k	88.79	View chart
Hilltop Holdings Stock (HTH)	0.0	$335k	NEW	12k	28.63	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$333k	+13%	2.0k	162.93	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$331k	+2%	8.8k	37.53	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$330k		3.3k	101.53	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$327k	+112%	8.7k	37.77	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$316k	+58%	9.1k	34.57	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$316k	-25%	3.0k	106.04	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$312k	-96%	79.00	3954.09	View chart
Novartis Adr (NVS)	0.0	$307k	+2%	3.2k	97.31	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$305k	-93%	209.00	1457.56	View chart
Kkr & Co Stock (KKR)	0.0	$304k	+3%	2.1k	147.91	View chart
Equifax Stock (EFX)	0.0	$297k		1.2k	254.85	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$294k	NEW	1.1k	269.78	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.0	$293k		13k	22.14	View chart
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL)	0.0	$293k	NEW	221k	1.33	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$290k	-58%	7.6k	38.08	View chart
Hershey Stock (HSY)	0.0	$289k	-14%	1.7k	169.35	View chart
Dow Stock (DOW)	0.0	$286k	-3%	7.1k	40.13	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$284k		2.2k	129.34	View chart
Globe Life Stock (GL)	0.0	$277k	-64%	805.00	343.98	View chart
Philip Morris Intl Stock (PM)	0.0	$276k		2.3k	120.37	View chart
At&t Stock (T)	0.0	$273k	NEW	12k	22.77	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$272k	-75%	246.00	1105.96	View chart
Eaton Corp Stock (ETN)	0.0	$272k	+28%	819.00	331.87	View chart
Starbucks Corp Stock (SBUX)	0.0	$272k	-99%	11.00	24695.55	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$265k		2.0k	134.25	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$261k	+6%	2.0k	131.29	View chart
Capital One Finl Corp Stock (COF)	0.0	$260k		1.5k	178.32	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$259k	+2693%	34k	7.58	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$258k		896.00	287.82	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$258k	+37%	9.4k	27.38	View chart
Citigroup Stock (C)	0.0	$255k		3.6k	70.39	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$254k	+25%	367.00	693.08	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$249k	+2%	1.0k	247.16	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$248k		4.5k	55.66	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$244k		3.8k	63.75	View chart
Penn Entertainment Stock (PENN)	0.0	$244k	-95%	525.00	464.28	View chart
Lowes Cos Stock (LOW)	0.0	$238k	NEW	965.00	246.80	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$238k		4.5k	52.27	View chart
Rollins Stock (ROL)	0.0	$236k	-99%	8.00	29474.62	View chart
Intel Corp Stock (INTC)	0.0	$230k	-99%	35.00	6578.11	View chart
Emcor Group Stock (EME)	0.0	$228k	+7%	502.00	453.90	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$225k	-15%	2.6k	85.66	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$223k	-98%	31.00	7199.23	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$221k	NEW	3.8k	58.79	View chart
Grayscale Ethereum Mini Trust Etf Etf (ETH)	0.0	$220k	NEW	7.0k	31.49	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$218k		637.00	342.77	View chart
Corecivic Stock (CXW)	0.0	$218k	-99%	28.00	7776.71	View chart
Martin Marietta Matls Stock (MLM)	0.0	$217k	NEW	420.00	516.50	View chart
Tcw Transform Systems Etf Etf (PWRD)	0.0	$216k	-17%	3.0k	72.57	View chart
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)	0.0	$215k	NEW	8.4k	25.52	View chart
Genuine Parts Stock (GPC)	0.0	$213k		1.8k	116.76	View chart
Gilead Sciences Stock (GILD)	0.0	$212k	NEW	2.3k	92.38	View chart
Innovator International Developed Power Buffer Etf - September Etf (ISEP)	0.0	$211k	NEW	7.7k	27.56	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$209k	-99%	30.00	6964.20	View chart
Travelers Companies Stock (TRV)	0.0	$208k	NEW	863.00	240.81	View chart
Carlyle Secured Lending Cef (CGBD)	0.0	$203k	+470%	65k	3.14	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$201k	-16%	5.5k	36.36	View chart
Everest Group Stock (EG)	0.0	$200k		553.00	362.46	View chart
Antero Midstream Corp Stock (AM)	0.0	$198k		13k	15.09	View chart
Agco Corp Stock (AGCO)	0.0	$187k	NEW	420k	0.45	View chart
First Bancorp N C Stock (FBNC)	0.0	$167k	NEW	14k	12.21	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.0	$163k	NEW	13k	12.35	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$132k	+3%	12k	10.57	View chart
Simply Good Foods Stock (SMPL)	0.0	$119k	NEW	12k	9.94	View chart
Cooper Cos Stock (COO)	0.0	$87k	NEW	13k	6.77	View chart
Astrotech Corp Stock (ASTC)	0.0	$79k		12k	6.72	View chart
Sba Communications Corp New Cl A Reit (SBAC)	0.0	$40k	NEW	11k	3.70	View chart
Xcel Energy Stock (XEL)	0.0	$37k	NEW	208k	0.18	View chart
Exelon Corp Stock (EXC)	0.0	$35k	NEW	511k	0.07	View chart
Ulta Beauty Stock (ULTA)	0.0	$34k	NEW	84k	0.40	View chart
Mobix Labs Inc Com Cl A Stock	0.0	$30k	NEW	18k	1.70	View chart
Cencora Stock (COR)	0.0	$23k	NEW	13k	1.84	View chart
F5 Stock (FFIV)	0.0	$21k	NEW	237k	0.09	View chart
Sempra Stock (SRE)	0.0	$19k	NEW	189k	0.10	View chart
Paccar Stock (PCAR)	0.0	$9.1k	NEW	17k	0.52	View chart
Lci Inds Stock (LCII)	0.0	$8.6k	NEW	12k	0.73	View chart
Kinsale Cap Group Stock (KNSL)	0.0	$7.4k	NEW	17k	0.44	View chart
Reliance Stock (RS)	0.0	$5.7k	NEW	175k	0.03	View chart
Seneca Foods Corp New Cl A Stock (SENEA)	0.0	$5.2k	NEW	75k	0.07	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 Q4 filed Feb. 4, 2025
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

View all past filings

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