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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, SPY, VOO, VIGI, IEFA, and represent 30.74% of Edge Capital Group's stock portfolio.
Added to shares of these 10 stocks: VOO (+$13M), BG (+$8.1M), MS, SPY, NSC, NVO, DKS, FNDE, NTR, IEFA.
Started 8 new stock positions in BG, DKS, AESI, APO, BUD, NTR, BSM, J.
Reduced shares in these 10 stocks: CME (-$12M), KHC (-$11M), NEE (-$9.0M), AAPL (-$8.6M), XOM (-$7.4M), MSFT (-$7.0M), SO (-$6.1M), SMH (-$5.6M), AVGO, BX.
Sold out of its positions in ALNT, CVS, CNI, CP, CARR, CHD, CINF, CAG, CCI, DE.
Edge Capital Group was a net seller of stock by $-132M.
Edge Capital Group has $1.5B in assets under management (AUM), dropping by -11.43%.
Central Index Key (CIK): 0001767220

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Portfolio Holdings for Edge Capital Group

Edge Capital Group holds 286 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard High Dividend Yield Index Etf Etf (VYM)	10.4	$161M		1.6M	103.32	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	6.4	$99M	+4%	230k	427.48	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.0	$77M	+19%	197k	392.70	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	4.5	$69M		967k	71.33	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	4.5	$69M	+3%	1.1M	64.35	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	3.0	$46M		921k	49.43	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.2	$35M	+2%	792k	43.72	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.1	$32M	+3%	339k	94.33	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.8	$28M		594k	47.59	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.8	$27M	+6%	174k	155.38	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.7	$27M	+2%	108k	249.35	View chart
Microsoft Corp Stock (MSFT)	1.7	$26M	-21%	83k	315.75	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.6	$25M	+7%	57k	429.43	View chart
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)	1.5	$23M	-8%	4.8M	4.86	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	1.5	$23M		50k	456.64	View chart
Vulcan Matls Stock (VMC)	1.4	$21M		104k	202.02	View chart
Apple Stock (AAPL)	1.3	$21M	-29%	121k	171.21	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	1.3	$21M		218k	94.83	View chart
Broadcom Stock (AVGO)	1.1	$17M	-22%	20k	830.57	View chart
Coca Cola Stock (KO)	1.0	$16M	-19%	282k	55.98	View chart
Johnson & Johnson Stock (JNJ)	1.0	$16M	+5%	100k	155.75	View chart
Morgan Stanley Stock (MS)	1.0	$15M	+43%	188k	81.67	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.0	$15M	-4%	387k	39.21	View chart
Walmart Stock (WMT)	0.9	$14M	-13%	90k	159.93	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.9	$14M	+8%	51k	265.99	View chart
Qualcomm Stock (QCOM)	0.8	$13M	-6%	117k	111.06	View chart
Targa Res Corp Stock (TRGP)	0.8	$13M	-8%	147k	85.72	View chart
Merck & Co Stock (MRK)	0.8	$13M	-14%	121k	102.95	View chart
Norfolk Southn Corp Stock (NSC)	0.8	$12M	+42%	62k	196.93	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.8	$12M	-12%	207k	58.30	View chart
Vanguard Information Technology Etf Etf (VGT)	0.8	$12M	-7%	28k	414.90	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.7	$12M	-21%	123k	94.04	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.7	$11M		176k	62.48	View chart
Albertsons Cos Stock (ACI)	0.7	$10M		456k	22.75	View chart
Rtx Corporation Stock (RTX)	0.6	$9.9M	-17%	137k	71.97	View chart
Astrazeneca Adr (AZN)	0.6	$9.5M	-3%	140k	67.72	View chart
Medtronic Stock (MDT)	0.6	$8.9M	-15%	113k	78.36	View chart
Chevron Corp Stock (CVX)	0.6	$8.7M	+6%	52k	168.62	View chart
Prologis Reit (PLD)	0.5	$8.5M	-9%	76k	112.21	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.5	$8.3M	+4%	248k	33.61	View chart
BP Adr (BP)	0.5	$8.3M	-26%	214k	38.72	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.5	$8.3M	-16%	54k	151.82	View chart
Bunge Global Sa Stock (BG)	0.5	$8.1M	NEW	75k	108.25	View chart
Sanofi Adr (SNY)	0.5	$8.0M		148k	53.64	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$7.8M	-10%	22k	350.30	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$7.7M	-49%	66k	117.58	View chart
Relx Adr (RELX)	0.5	$7.6M	+6%	226k	33.70	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.5	$7.6M		67k	113.39	View chart
Shell Plc Spon Ads Adr (SHEL)	0.5	$7.5M	-37%	116k	64.38	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.5	$7.4M	+11%	244k	30.44	View chart
Eli Lilly & Co Stock (LLY)	0.5	$7.2M	-24%	14k	537.13	View chart
Truist Finl Corp Stock (TFC)	0.5	$7.2M	-10%	251k	28.61	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$7.1M	-27%	49k	145.02	View chart
Novo-nordisk A S Adr (NVO)	0.4	$6.8M	+97%	74k	90.94	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$6.7M	-2%	51k	131.85	View chart
Diageo Adr (DEO)	0.4	$6.6M	+4%	45k	149.18	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$6.4M		12.00	531477.00	View chart
Albemarle Corp Stock (ALB)	0.4	$6.3M		37k	170.04	View chart
Golub Cap Bdc Cef (GBDC)	0.4	$6.3M	+5%	428k	14.67	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$5.7M	+25%	32k	176.74	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.4	$5.7M		76k	74.62	View chart
Amazon Stock (AMZN)	0.3	$5.4M		42k	127.12	View chart
Stellantis Stock (STLA)	0.3	$5.3M		273k	19.24	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$5.2M	+67%	74k	70.76	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$5.1M	-6%	27k	189.07	View chart
Bank America Corp Stock (BAC)	0.3	$5.0M	-18%	183k	27.38	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$5.0M	-6%	102k	48.93	View chart
Oracle Corp Stock (ORCL)	0.3	$5.0M	-29%	47k	105.92	View chart
Diamondback Energy Stock (FANG)	0.3	$4.8M		31k	154.88	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.3	$4.7M	+13%	54k	86.90	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$4.6M	+5%	35k	130.86	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$4.4M	+3%	64k	68.92	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$4.3M		20k	212.41	View chart
Vanguard Value Etf Etf (VTV)	0.3	$4.2M		31k	137.93	View chart
Procter And Gamble Stock (PG)	0.3	$4.2M	-10%	29k	145.86	View chart
Spdr Gold Shares Etf (GLD)	0.3	$4.2M		24k	171.45	View chart
Hca Healthcare Stock (HCA)	0.3	$4.1M	-6%	17k	245.98	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$3.9M		14k	272.31	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$3.8M	-23%	13k	307.11	View chart
Honeywell Intl Stock (HON)	0.2	$3.8M		21k	184.74	View chart
Home Depot Stock (HD)	0.2	$3.8M	-31%	13k	302.16	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$3.7M	-2%	58k	64.46	View chart
Ishares Global Energy Etf Etf (IXC)	0.2	$3.7M	-5%	90k	41.26	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.2	$3.7M	-14%	15k	245.06	View chart
Oneok Stock (OKE)	0.2	$3.6M	-14%	56k	63.43	View chart
Kla Corp Stock (KLAC)	0.2	$3.5M	-21%	7.7k	458.66	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$3.5M		21k	163.93	View chart
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)	0.2	$3.3M	+1188%	125k	26.22	View chart
Whirlpool Corp Stock (WHR)	0.2	$3.2M	-2%	24k	133.70	View chart
Dicks Sporting Goods Stock (DKS)	0.2	$3.2M	NEW	29k	108.58	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.2	$3.1M	-49%	47k	66.66	View chart
Blackstone Stock (BX)	0.2	$3.1M	-60%	29k	107.14	View chart
Newmarket Corp Stock (NEU)	0.2	$3.1M		6.8k	455.04	View chart
Parker-hannifin Corp Stock (PH)	0.2	$3.0M	-20%	7.8k	389.52	View chart
Nutrien Stock (NTR)	0.2	$3.0M	NEW	49k	62.03	View chart
Darden Restaurants Stock (DRI)	0.2	$3.0M	+119%	21k	143.22	View chart
Rockwell Automation Stock (ROK)	0.2	$3.0M	-15%	10k	285.87	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$2.9M		12k	234.92	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$2.9M		9.6k	300.21	View chart
Nvidia Corporation Stock (NVDA)	0.2	$2.7M	+17%	6.3k	434.98	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$2.7M	-13%	54k	50.60	View chart
Ferguson Stock (FERG)	0.2	$2.6M	-16%	16k	164.47	View chart
International Business Machs Stock (IBM)	0.2	$2.6M	-18%	19k	140.30	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$2.6M	-68%	18k	144.98	View chart
Highwoods Pptys Reit (HIW)	0.2	$2.6M	-32%	124k	20.61	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.5M	-5%	6.1k	408.96	View chart
Union Pac Corp Stock (UNP)	0.2	$2.4M	-37%	12k	203.63	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.4M		6.6k	358.25	View chart
Visa Inc Com Cl A Stock (V)	0.2	$2.3M	-37%	10k	230.02	View chart
Conocophillips Stock (COP)	0.2	$2.3M	+5%	19k	119.80	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$2.3M		37k	61.89	View chart
Runway Growth Finance Corp Stock (RWAY)	0.1	$2.3M	-9%	177k	12.82	View chart
Cousins Pptys Reit (CUZ)	0.1	$2.2M		106k	20.37	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$2.1M		20k	107.64	View chart
Air Prods & Chems Stock (APD)	0.1	$2.1M	-19%	7.5k	283.40	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$2.1M	-23%	55k	37.95	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.1	$2.1M		31k	65.90	View chart
Dorchester Minerals Lp Com Unit Stock (DMLP)	0.1	$2.0M	-30%	70k	29.05	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$2.0M	-3%	28k	71.44	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.1	$1.9M		277k	6.95	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.8M	-4%	8.6k	208.24	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.8M		5.3k	334.92	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.7M	-21%	12k	141.69	View chart
Target Corp Stock (TGT)	0.1	$1.7M	-64%	15k	110.57	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.7M	-4%	60k	27.37	View chart
Amgen Stock (AMGN)	0.1	$1.6M	-10%	6.1k	268.76	View chart
Salesforce Stock (CRM)	0.1	$1.6M		8.0k	202.78	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.6M	-6%	6.7k	240.58	View chart
Pepsico Stock (PEP)	0.1	$1.6M	-43%	9.5k	169.44	View chart
Eog Res Stock (EOG)	0.1	$1.5M	+3%	12k	126.76	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$1.5M	+13%	46k	33.60	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$1.5M		830.00	1823.56	View chart
Colgate Palmolive Stock (CL)	0.1	$1.5M	-3%	21k	71.11	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$1.5M	-5%	40k	36.90	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.5M		2.9k	504.24	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.3M		19k	67.68	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.3M	-6%	92k	14.03	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.3M		22k	59.28	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.3M	-25%	3.2k	395.85	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.2M		2.5k	506.22	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.2M		7.6k	159.50	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$1.2M	-3%	26k	47.01	View chart
Roper Technologies Stock (ROP)	0.1	$1.1M	-7%	2.3k	484.21	View chart
Danaher Corporation Stock (DHR)	0.1	$1.1M	-15%	4.3k	248.10	View chart
Nextera Energy Stock (NEE)	0.1	$1.1M	-89%	19k	57.29	View chart
Caterpillar Stock (CAT)	0.1	$1.0M	-64%	3.8k	273.03	View chart
Willscot Mobil Mini Hldng Corp Com Cl A Stock (WSC)	0.1	$1.0M		25k	41.59	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.0M		1.8k	564.94	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.1	$996k	-20%	16k	63.50	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$987k	-2%	7.3k	135.54	View chart
Palo Alto Networks Stock (PANW)	0.1	$962k		4.1k	234.44	View chart
Abbott Labs Stock (ABT)	0.1	$941k	-81%	9.7k	96.85	View chart
Cisco Sys Stock (CSCO)	0.1	$938k	-10%	18k	53.76	View chart
Enbridge Stock (ENB)	0.1	$929k	+2%	28k	33.23	View chart
Duke Energy Corp Stock (DUK)	0.1	$909k	-73%	10k	88.26	View chart
American Express Stock (AXP)	0.1	$904k	-82%	6.1k	149.19	View chart
Adobe Stock (ADBE)	0.1	$898k	-15%	1.8k	509.90	View chart
Phillips 66 Stock (PSX)	0.1	$894k		7.4k	120.15	View chart
Nike Inc Cl B Stock (NKE)	0.1	$892k	-10%	9.3k	95.62	View chart
Intel Corp Stock (INTC)	0.1	$861k		24k	35.55	View chart
Global Pmts Stock (GPN)	0.1	$845k		7.3k	115.39	View chart
Mcdonalds Corp Stock (MCD)	0.1	$820k	-69%	3.1k	263.40	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$819k	-8%	5.4k	152.44	View chart
Southern Stock (SO)	0.1	$792k	-88%	12k	64.72	View chart
Cdw Corp Stock (CDW)	0.1	$783k		3.9k	201.76	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$776k		5.1k	152.77	View chart
Pfizer Stock (PFE)	0.0	$761k	-5%	23k	33.17	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$754k	-10%	5.5k	137.21	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$744k		54k	13.85	View chart
Texas Instrs Stock (TXN)	0.0	$741k	-17%	4.7k	159.01	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	0.0	$738k		14k	54.09	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$732k		15k	49.85	View chart
Abbvie Stock (ABBV)	0.0	$701k	-7%	4.7k	149.06	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$685k		7.3k	94.19	View chart
Wells Fargo Stock (WFC)	0.0	$642k		16k	40.86	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA)	0.0	$633k		13k	48.43	View chart
Copart Stock (CPRT)	0.0	$632k	+99%	15k	43.09	View chart
Netflix Stock (NFLX)	0.0	$626k		1.7k	377.60	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$624k		3.7k	167.38	View chart
Advanced Micro Devices Stock (AMD)	0.0	$604k		5.9k	102.82	View chart
J.p. Morgan Alerian Mlp Index Etn Etf (AMJ)	0.0	$583k	-9%	24k	24.70	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$572k	-8%	7.6k	75.66	View chart
Unilever Adr (UL)	0.0	$553k	-14%	11k	49.40	View chart
Disney Walt Stock (DIS)	0.0	$553k	+12%	6.8k	81.04	View chart
General Dynamics Corp Stock (GD)	0.0	$552k	+2%	2.5k	220.97	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$551k	-6%	10k	54.90	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$538k	-5%	35k	15.32	View chart
Pimco Enhanced Short Maturity Active Etf Etf (MINT)	0.0	$530k		5.3k	100.13	View chart
Chubb Stock (CB)	0.0	$526k		2.5k	208.18	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$504k		17k	29.44	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$482k		8.0k	59.99	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$481k	-3%	11k	44.34	View chart
Dupont De Nemours Stock (DD)	0.0	$481k	-13%	6.4k	74.59	View chart
Ares Capital Corp Cef (ARCC)	0.0	$475k		24k	19.47	View chart
Altria Group Stock (MO)	0.0	$463k	-2%	11k	42.05	View chart
Boeing Stock (BA)	0.0	$461k		2.4k	191.68	View chart
First Bancorp N C Stock (FBNC)	0.0	$453k		16k	28.14	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$444k		4.0k	112.23	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$444k	+10%	27k	16.58	View chart
Aptiv Stock (APTV)	0.0	$435k		4.4k	98.59	View chart
Autodesk Stock (ADSK)	0.0	$429k		2.1k	206.91	View chart
Goldman Sachs Group Stock (GS)	0.0	$423k	-87%	1.3k	323.57	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$415k	-11%	4.5k	92.37	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$409k		1.8k	227.93	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$407k	+32%	12k	35.07	View chart
Dow Stock (DOW)	0.0	$406k	-76%	7.9k	51.56	View chart
Us Bancorp Del Stock (USB)	0.0	$405k	-4%	12k	33.06	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$394k	-19%	1.5k	258.53	View chart
Cme Group Stock (CME)	0.0	$393k	-96%	2.0k	200.19	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$389k		12k	33.57	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$387k	-2%	24k	16.12	View chart
Williams Cos Stock (WMB)	0.0	$384k	-8%	11k	33.69	View chart
Hubbell Stock (HUBB)	0.0	$384k	-10%	1.2k	313.41	View chart
Tjx Cos Stock (TJX)	0.0	$383k	-28%	4.3k	88.88	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$376k		5.0k	75.64	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.0	$361k		325.00	1110.00	View chart
Starbucks Corp Stock (SBUX)	0.0	$359k	-61%	3.9k	91.27	View chart
Blackrock Stock (BLK)	0.0	$357k	-6%	552.00	646.49	View chart
Rubicon Technologies Inc Cl A Stock	0.0	$356k	-88%	171k	2.08	View chart
Iqvia Hldgs Stock (IQV)	0.0	$354k		1.8k	196.75	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$347k		8.6k	40.44	View chart
Hess Corp Stock (HES)	0.0	$346k	-4%	2.3k	153.02	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$341k	+32%	5.1k	67.04	View chart
Travelers Companies Stock (TRV)	0.0	$339k		2.1k	163.29	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$338k	-4%	3.7k	90.39	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$337k	-8%	3.2k	104.34	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$332k	-3%	10k	33.17	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$326k		2.6k	126.74	View chart
Globe Life Stock (GL)	0.0	$326k	-67%	3.0k	108.73	View chart
Corteva Stock (CTVA)	0.0	$324k		6.3k	51.16	View chart
Hershey Stock (HSY)	0.0	$306k	-85%	1.5k	200.08	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$306k		2.5k	122.77	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.0	$302k	NEW	5.5k	55.30	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$294k	NEW	13k	22.23	View chart
Novartis Adr (NVS)	0.0	$293k	-5%	2.9k	101.84	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$292k		18k	16.00	View chart
Paypal Hldgs Stock (PYPL)	0.0	$284k	-14%	4.9k	58.46	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$283k	-19%	6.8k	41.42	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$282k		642.00	439.82	View chart
Penn Entertainment Stock (PENN)	0.0	$282k		12k	22.95	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$282k		1.3k	224.15	View chart
Kb Home Stock (KBH)	0.0	$278k		6.0k	46.28	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$278k		3.2k	86.74	View chart
Royal Bk Cda Stock (RY)	0.0	$276k	-83%	3.2k	87.44	View chart
Cheniere Energy Stock (LNG)	0.0	$272k	-23%	1.6k	165.96	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$270k		4.3k	62.30	View chart
Regions Financial Corp Stock (RF)	0.0	$262k		15k	17.20	View chart
F N B Corp Stock (FNB)	0.0	$261k		24k	10.79	View chart
Booking Holdings Stock (BKNG)	0.0	$259k		84.00	3083.95	View chart
Green Brick Partners Stock (GRBK)	0.0	$257k		6.2k	41.51	View chart
Tesla Stock (TSLA)	0.0	$254k	-11%	1.0k	250.22	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$253k		3.2k	78.14	View chart
Carmax Stock (KMX)	0.0	$250k	-2%	3.5k	70.73	View chart
Pioneer Nat Res Stock (PXD)	0.0	$250k	-38%	1.1k	229.47	View chart
Intuitive Surgical Stock (ISRG)	0.0	$248k	-4%	849.00	292.29	View chart
Tractor Supply Stock (TSCO)	0.0	$247k	-88%	1.2k	203.05	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$247k	NEW	14k	17.23	View chart
Kkr & Co Stock (KKR)	0.0	$240k		3.9k	61.60	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.0	$239k		2.5k	97.53	View chart
Agco Corp Stock (AGCO)	0.0	$237k		2.0k	118.28	View chart
Elevance Health Stock (ELV)	0.0	$236k		543.00	435.42	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$235k		5.6k	42.20	View chart
Eaton Corp Stock (ETN)	0.0	$233k	-83%	1.1k	213.28	View chart
Genuine Parts Stock (GPC)	0.0	$231k	-10%	1.6k	144.38	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$230k	-83%	4.0k	58.04	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$225k		3.0k	75.16	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$220k		3.2k	69.40	View chart
Equifax Stock (EFX)	0.0	$216k	-2%	1.2k	183.18	View chart
T-mobile Us Stock (TMUS)	0.0	$216k		1.5k	140.05	View chart
Citigroup Stock (C)	0.0	$214k	-7%	5.2k	41.13	View chart
Ameriprise Finl Stock (AMP)	0.0	$213k	-5%	646.00	329.62	View chart
Fiserv Stock (FI)	0.0	$207k		1.8k	112.96	View chart
Philip Morris Intl Stock (PM)	0.0	$207k	-6%	2.2k	92.59	View chart
Apollo Global Mgmt Stock (APO)	0.0	$205k	NEW	2.3k	89.76	View chart
Jacobs Solutions Stock (J)	0.0	$204k	NEW	1.5k	136.50	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$203k	-2%	2.2k	91.21	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$200k		435.00	460.12	View chart
At&t Stock (T)	0.0	$176k	-13%	12k	15.02	View chart
Carlyle Secured Lending Cef (CGBD)	0.0	$164k		11k	14.50	View chart
Antero Midstream Corp Stock (AM)	0.0	$157k		13k	11.98	View chart
Sandridge Energy Stock (SD)	0.0	$157k		10k	15.66	View chart
First Horizon Corporation Stock (FHN)	0.0	$137k		12k	11.02	View chart
Corecivic Reit (CXW)	0.0	$113k		10k	11.25	View chart
Astrotech Corp Stock (ASTC)	0.0	$111k		11k	10.10	View chart
Flame Acquisition Corp Com Cl A Stock	0.0	$105k		10k	10.46	View chart
Innovage Hldg Corp Stock (INNV)	0.0	$90k		15k	5.99	View chart

Past Filings by Edge Capital Group

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

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
Edge Capital Group 2020 Q2 filed Aug. 11, 2020
Edge Capital Group 2020 Q1 filed May 8, 2020
Edge Capital Group 2019 Q4 filed Feb. 11, 2020

View all past filings

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