Edge Capital Group

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

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Positions held by Edge Capital Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Edge Capital Group

Companies in the Edge Capital Group portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard High Dividend Yield Etf Etf (VYM) 10.7 $157M +11% 1.4M 112.25
Spdr S&p 500 Etf Etf (SPY) 7.2 $105M -5% 233k 451.64
Vanguard S&p 500 Etf Etf (VOO) 5.2 $75M +4% 181k 415.17
Vanguard International Dividend Appreciation Etf Etf (VIGI) 4.6 $66M -11% 840k 79.04
Ishares Core Msci Eafe Etf Etf (IEFA) 3.6 $52M +151% 748k 69.51
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 3.0 $43M -6% 779k 55.55
Global X U.s. Infrastructure Development Etf Etf (PAVE) 2.7 $40M -2% 1.4M 28.28
Ishares S&p Midcap Fund Etf (IJH) 2.3 $33M +845% 122k 268.34
Vanguard Dividend Appreciation Index Fund Etf (VIG) 2.0 $29M -12% 181k 162.16
Ishares S&p Small-cap Fund Etf (IJR) 1.9 $28M +6207% 262k 107.88
Ishares Russell 1000 Value Etf Etf (IWD) 1.8 $27M +38% 162k 165.98
Microsoft Corp Stock (MSFT) 1.6 $24M -9% 77k 308.32
Coca Cola Stock (KO) 1.2 $18M 292k 62.00
Apple Stock (AAPL) 1.2 $17M 100k 174.61

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Johnson & Johnson Stock (JNJ) 1.2 $17M 98k 177.23
Ishares Core S&p 500 Etf Etf (IVV) 1.1 $16M -21% 35k 453.68
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.1 $16M -4% 339k 46.13
Broadcom Stock (AVGO) 1.1 $16M 25k 629.68
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV) 1.0 $15M +31157% 5.7M 2.65
Qualcomm Stock (QCOM) 1.0 $15M -2% 95k 152.82
Medtronic Stock (MDT) 0.9 $14M -3% 124k 110.95
Honeywell Intl Stock (HON) 0.9 $13M +11% 68k 194.59
State Str Corp Stock (STT) 0.9 $13M +11% 150k 87.12
Raytheon Technologies Corp Stock (RTX) 0.8 $12M -18% 124k 99.07
Caterpillar Stock (CAT) 0.8 $12M +15% 55k 222.81
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.8 $12M +77% 248k 48.03
Chevron Corp Stock (CVX) 0.8 $12M -15% 73k 162.83
Morgan Stanley Stock (MS) 0.8 $11M 130k 87.40
Nextera Energy Stock (NEE) 0.8 $11M +4% 134k 84.71
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.8 $11M -49% 104k 107.10
Astrazeneca Adr (AZN) 0.8 $11M 166k 66.34
Jpmorgan Chase & Co Stock (JPM) 0.8 $11M -15% 81k 136.31
Crown Castle Intl Corp Reit (CCI) 0.7 $11M 57k 184.60
Vanguard Small-cap Index Fund Etf (VB) 0.7 $11M +41% 49k 212.52
Targa Res Corp Stock (TRGP) 0.7 $11M NEW 139k 75.47
Union Pac Corp Stock (UNP) 0.7 $10M -19% 37k 273.20
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.7 $9.8M +33% 93k 105.66
Albemarle Corp Stock (ALB) 0.6 $8.5M -2% 39k 221.15
Cme Group Stock (CME) 0.6 $8.4M 35k 237.85
Amazon Stock (AMZN) 0.6 $8.1M +9% 2.5k 3259.81
Taiwan Semiconductor Mfg Adr (TSM) 0.6 $8.1M +4% 78k 104.26
Diageo Adr (DEO) 0.5 $8.0M -3% 40k 203.13
Coca-cola Europacific Partners Stock (CCEP) 0.5 $7.8M +7% 160k 48.61
Vaneck Semiconductor Etf Etf (SMH) 0.5 $7.4M NEW 28k 269.78
Intel Corp Stock (INTC) 0.5 $7.4M +20% 149k 49.56
Spdr Gold Shares Etf (GLD) 0.5 $7.1M +117% 39k 180.65
Merck & Co Stock (MRK) 0.5 $7.0M -2% 86k 82.05
BP Adr (BP) 0.5 $7.0M -6% 238k 29.40
American Express Stock (AXP) 0.5 $6.9M -26% 37k 187.01
Unilever Adr (UL) 0.5 $6.7M 147k 45.57
Ishares Msci Eafe Etf Etf (EFA) 0.4 $6.5M -15% 88k 73.60
Hca Healthcare Stock (HCA) 0.4 $6.5M +11% 26k 250.60
Relx Adr (RELX) 0.4 $6.4M -5% 205k 31.10
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.4 $6.2M -29% 62k 100.17
Glaxosmithkline Adr (GSK) 0.4 $6.1M NEW 140k 43.56
Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $6.0M -22% 22k 277.64
Shell Plc Spon Ads Adr (SHEL) 0.4 $6.0M NEW 108k 54.93
Exxon Mobil Corp Stock (XOM) 0.4 $5.9M -3% 72k 82.59
Ishares Msci Emerging Markets Etf Etf (EEM) 0.4 $5.9M +11% 130k 45.15
Rio Tinto Adr (RIO) 0.4 $5.8M -2% 72k 80.40
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $5.7M +16% 2.1k 2793.00
Dow Stock (DOW) 0.4 $5.7M 90k 63.72
Bk Of America Corp Stock (BAC) 0.4 $5.7M +4% 138k 41.22
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $5.6M -2% 16k 352.94
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.4 $5.4M 71k 75.87
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $5.2M 1.9k 2781.32
Vanguard U.s. Momentum Factor Etf Etf (VFMO) 0.3 $5.0M +12% 40k 126.40
Ishares Russell 2000 Etf Etf (IWM) 0.3 $5.0M -60% 24k 205.28
Jpmorgan Alerian Mlp Index Etn Etf (AMJ) 0.3 $4.9M +787% 235k 20.91
Novo-nordisk A S Adr (NVO) 0.3 $4.7M -3% 43k 111.06
Schlumberger Ltd Com Stk Stock (SLB) 0.3 $4.7M NEW 114k 41.31
Ing Groep Adr (ING) 0.3 $4.7M 447k 10.43
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $4.5M +49% 13k 337.24
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.3 $4.4M +9% 61k 71.39
Golub Cap Bdc Cef (GBDC) 0.3 $4.3M +16% 283k 15.21
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $4.2M 8.00 528875.00
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $4.1M 26k 158.95
Vanguard Value Index Fund Etf (VTV) 0.3 $4.0M +10% 27k 147.79
Abiomed Stock (ABMD) 0.3 $4.0M 12k 331.28
Procter And Gamble Stock (PG) 0.3 $4.0M 26k 152.80
Ishares Russell 3000 Etf Etf (IWV) 0.3 $3.8M 14k 262.39
Home Depot Stock (HD) 0.3 $3.7M 12k 299.31
Ishares Msci Eafe Value Etf Etf (EFV) 0.3 $3.7M NEW 73k 50.26
Ishares Global Energy Etf Etf (IXC) 0.2 $3.5M +163% 97k 36.15
Lilly Eli & Co Stock (LLY) 0.2 $3.5M +14% 12k 286.35
Oneok Stock (OKE) 0.2 $3.4M 49k 70.63
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $3.4M +17% 22k 157.71
Newmarket Corp Stock (NEU) 0.2 $3.4M 10k 324.41
Aflac Stock (AFL) 0.2 $3.3M 51k 64.39
Lockheed Martin Corp Stock (LMT) 0.2 $3.2M -3% 7.2k 441.41
Comcast Corp New Cl A Stock (CMCSA) 0.2 $3.1M 65k 46.83
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $3.0M +104% 56k 53.86
Target Corp Stock (TGT) 0.2 $2.8M 13k 212.22
Meta Platforms Inc Cl A Stock (FB) 0.2 $2.8M +19% 13k 222.39
Nvidia Corporation Stock (NVDA) 0.2 $2.7M +62% 9.9k 272.90
Air Prods & Chems Stock (APD) 0.2 $2.6M +30% 10k 249.90
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.2 $2.5M +4% 226k 11.19
Invesco Qqq Trust Etf (QQQ) 0.2 $2.5M -6% 6.8k 362.55
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $2.4M -23% 14k 168.25
Kla Corp Stock (KLAC) 0.2 $2.2M +18% 6.0k 366.01
Discover Finl Svcs Stock (DFS) 0.2 $2.2M 20k 110.21
Visa Inc Com Cl A Stock (V) 0.1 $2.2M +38% 9.8k 221.77
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK) 0.1 $2.1M +13% 42k 51.22
V F Corp Stock (VFC) 0.1 $2.1M +2% 36k 56.86
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $2.0M -13% 24k 82.84
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $2.0M 4.8k 416.44
Ishares Msci Emerging Markets Asia Index Fund Etf (EEMA) 0.1 $2.0M -21% 27k 73.84
Conocophillips Stock (COP) 0.1 $1.9M -3% 20k 99.98
National Retail Properties Reit (NNN) 0.1 $1.9M -2% 41k 44.94
Equitable Hldgs Stock (EQH) 0.1 $1.9M NEW 60k 30.92
Thermo Fisher Scientific Stock (TMO) 0.1 $1.8M -3% 3.1k 590.69
Erasca Stock (ERAS) 0.1 $1.8M NEW 208k 8.60
Alliance Resource Partners L P Ut Ltd Part Stock (ARLP) 0.1 $1.8M 114k 15.43
Enterprise Prods Partners Stock (EPD) 0.1 $1.7M 65k 25.81
Unitedhealth Group Stock (UNH) 0.1 $1.7M -5% 3.2k 510.00
Nike Inc Cl B Stock (NKE) 0.1 $1.6M 12k 134.55
Adobe Systems Incorporated Stock (ADBE) 0.1 $1.6M +80% 3.6k 455.58
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $1.6M -3% 6.7k 237.78
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $1.6M 21k 75.84
Cousins Pptys Reit (CUZ) 0.1 $1.6M 39k 40.28
Disney Walt Stock (DIS) 0.1 $1.6M -5% 11k 137.17
Ishares Msci All Country Asia Ex Japan Index Fund Etf (AAXJ) 0.1 $1.5M 20k 75.05
Navitas Semiconductor Corp Stock (NVTS) 0.1 $1.5M NEW 147k 10.28
Eog Res Stock (EOG) 0.1 $1.5M 13k 119.19
Pepsico Stock (PEP) 0.1 $1.4M +2% 8.7k 167.34
Synovus Finl Corp Stock (SNV) 0.1 $1.4M NEW 30k 48.99
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $1.4M 6.0k 227.72
Salesforce Stock (CRM) 0.1 $1.4M +46% 6.4k 212.27
Texas Pacific Land Corporation Stock (TPL) 0.1 $1.4M 1.0k 1352.00
Amgen Stock (AMGN) 0.1 $1.3M 5.6k 241.80
Abbott Labs Stock (ABT) 0.1 $1.3M -79% 11k 118.32
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.1 $1.3M +4% 120k 10.76
Ishares Select Dividend Etf Etf (DVY) 0.1 $1.3M 10k 128.17
Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.1 $1.2M 3.6k 346.67
Automatic Data Processing Stock (ADP) 0.1 $1.2M 5.3k 227.50
New Residential Invt Corp Reit (NRZ) 0.1 $1.2M +57% 110k 10.98
Ishares Russell 1000 Etf Etf (IWB) 0.1 $1.2M +16% 4.8k 250.16
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $1.2M +13% 23k 51.54
Global Pmts Stock (GPN) 0.1 $1.2M 8.5k 136.82
Norfolk Southn Corp Stock (NSC) 0.1 $1.2M 4.0k 285.18
Vanguard Real Estate Etf Etf (VNQ) 0.1 $1.2M 11k 108.36
Roper Technologies Stock (ROP) 0.1 $1.1M 2.4k 472.13
Costco Whsl Corp Stock (COST) 0.1 $1.1M -4% 1.9k 575.62
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.1M +92% 3.1k 357.42
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $1.1M +100% 20k 53.37
Advanced Micro Devices Stock (AMD) 0.1 $1.1M +74% 9.7k 109.38
Vanguard Growth Index Fund Etf (VUG) 0.1 $1.0M 3.6k 287.60
Danaher Corporation Stock (DHR) 0.1 $1.0M -3% 3.5k 293.21
Invesco Advantage Mun Income T Sh Ben Int Cef (VKI) 0.1 $1.0M 99k 10.46
Texas Instrs Stock (TXN) 0.1 $1.0M -84% 5.6k 183.55
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE) 0.1 $950k -37% 33k 28.94
Pfizer Stock (PFE) 0.1 $930k +5% 18k 51.74
South Plains Financial Stock (SPFI) 0.1 $923k 35k 26.57
At&t Stock (T) 0.1 $921k +38% 39k 23.63
Runway Growth Finance Corp Stock (RWAY) 0.1 $911k NEW 67k 13.58
Chimera Invt Corp Reit (CIM) 0.1 $903k +50% 75k 12.04
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF) 0.1 $889k 16k 56.50
Kinder Morgan Inc Del Stock (KMI) 0.1 $833k -92% 44k 18.90
Globe Life Stock (GL) 0.1 $828k 8.2k 100.58
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.1 $814k NEW 4.1k 198.05
Cisco Sys Stock (CSCO) 0.1 $812k 15k 55.77
Abbvie Stock (ABBV) 0.1 $807k -9% 5.0k 162.08
Vanguard S&p 500 Value Etf Etf (VOOV) 0.1 $795k 5.3k 150.77
Truist Finl Corp Stock (TFC) 0.1 $786k 14k 56.72
Mcdonalds Corp Stock (MCD) 0.1 $782k 3.2k 247.16
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $769k NEW 4.5k 171.81
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.1 $750k 13k 57.41
Vanguard Total Bond Market Index Fund Etf (BND) 0.1 $742k -43% 9.3k 79.49
Diamondback Energy Stock (FANG) 0.1 $740k 5.4k 137.01
Owl Rock Capital Corporation Cef (ORCC) 0.1 $740k 50k 14.78
Phillips 66 Stock (PSX) 0.0 $727k 8.4k 86.42
Invesco S&p 500 Revenue Etf Etf (RWL) 0.0 $710k 8.8k 80.68
Mr Cooper Group Stock (COOP) 0.0 $685k NEW 15k 45.67
Vanguard Health Care Index Fund Etf (VHT) 0.0 $682k 2.7k 254.48
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $672k +17% 4.2k 161.46
First Bancorp N C Stock (FBNC) 0.0 $672k 16k 41.74
Dcp Midstream Lp Com Ut Ltd Ptn Stock (DCP) 0.0 $671k 20k 33.55
Rockwell Automation Stock (ROK) 0.0 $664k 2.4k 280.17
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $662k -92% 1.4k 490.37
Southern Stock (SO) 0.0 $654k -8% 9.0k 72.47
Verizon Communications Stock (VZ) 0.0 $649k +10% 13k 50.96
Walmart Stock (WMT) 0.0 $615k -2% 4.1k 149.02
Boeing Stock (BA) 0.0 $607k 3.2k 191.48
Vanguard Small-cap Value Index Fund Etf (VBR) 0.0 $580k +2% 3.3k 176.02
Wells Fargo Stock (WFC) 0.0 $572k 12k 48.45
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.0 $564k -16% 9.8k 57.57
Spdr Dow Jones Global Real Estate Etf Etf (RWO) 0.0 $558k 10k 53.97
Waste Mgmt Inc Del Stock (WM) 0.0 $554k 3.5k 158.51
Ishares Msci Acwi Index Fund Etf (ACWI) 0.0 $551k -57% 5.5k 99.78
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $545k 14k 38.29
Ishares Russell Mid-cap Etf Etf (IWR) 0.0 $543k -82% 7.0k 78.11
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $541k NEW 2.4k 227.02
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $534k 5.4k 99.76
Altria Group Stock (MO) 0.0 $529k 10k 52.25
Lyondellbasell Industries Stock (LYB) 0.0 $526k 5.1k 102.73
Applied Matls Stock (AMAT) 0.0 $520k NEW 3.9k 131.81
Vanguard Esg International Stock Etf Etf (VSGX) 0.0 $517k 9.0k 57.18
Magellan Midstream Prtnrs Lp Com Unit Rp Stock (MMP) 0.0 $515k +23% 11k 49.09
Oracle Corp Stock (ORCL) 0.0 $507k +4% 6.1k 82.80
Dupont De Nemours Stock (DD) 0.0 $501k +2% 6.8k 73.60
Lam Research Corp Stock (LRCX) 0.0 $496k NEW 923.00 537.38
International Business Machs Stock (IBM) 0.0 $486k -18% 3.7k 130.05
Duke Energy Corp Stock (DUK) 0.0 $476k 4.3k 111.79
Schwab International Equity Etf Etf (SCHF) 0.0 $474k 13k 36.76
Prudential Finl Stock (PRU) 0.0 $474k 4.0k 118.12
Knowbe4 Inc Cl A Stock (KNBE) 0.0 $473k 21k 23.02
General Dynamics Corp Stock (GD) 0.0 $472k -7% 2.0k 240.94
Snowflake Inc Cl A Stock (SNOW) 0.0 $471k NEW 2.1k 229.09
Ishares Preferred And Income Securities Etf Etf (PFF) 0.0 $466k 13k 36.41
Invesco Mun Tr Cef (VKQ) 0.0 $460k 40k 11.50
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $460k 3.8k 119.73
Kinsale Cap Group Stock (KNSL) 0.0 $456k +14% 2.0k 228.00
Travelers Companies Stock (TRV) 0.0 $455k 2.5k 182.66
Sentinelone Inc Cl A Stock (S) 0.0 $453k NEW 12k 38.75
Paypal Hldgs Stock (PYPL) 0.0 $451k +60% 3.9k 115.70
Autodesk Stock (ADSK) 0.0 $450k +95% 2.1k 214.18
Regions Financial Corp Stock (RF) 0.0 $447k 20k 22.28
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) 0.0 $431k NEW 325.00 1326.15
Williams Cos Stock (WMB) 0.0 $429k -2% 13k 33.42
New Mtn Fin Corp Cef (NMFC) 0.0 $416k 30k 13.87
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $399k -7% 6.0k 66.28
Colgate Palmolive Stock (CL) 0.0 $393k +4% 5.2k 75.90
Ishares Global Consumer Discretionary Etf Etf (RXI) 0.0 $391k NEW 2.5k 156.40
Cvs Health Corp Stock (CVS) 0.0 $384k -3% 3.8k 101.08
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $377k +20% 4.9k 76.36
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.0 $377k -54% 4.8k 78.13
Ishares Self-driving Ev And Tech Etf Etf (IDRV) 0.0 $373k -85% 8.0k 46.40
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $369k 3.7k 100.99
Alibaba Group Hldg Adr (BABA) 0.0 $367k -15% 3.4k 108.68
Corteva Stock (CTVA) 0.0 $364k 6.3k 57.54
Netflix Stock (NFLX) 0.0 $357k -11% 952.00 375.00
Lowes Cos Stock (LOW) 0.0 $349k +9% 1.7k 202.20
Novartis Adr (NVS) 0.0 $339k +23% 3.9k 87.71
Comerica Stock (CMA) 0.0 $337k 3.7k 90.49
Invesco Tr Invt Grade Muns Cef (VGM) 0.0 $336k 29k 11.61
Ishares National Muni Bond Etf Etf (MUB) 0.0 $326k +71% 3.0k 109.58
Kkr Real Estate Fin Tr Reit (KREF) 0.0 $326k 16k 20.61
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP) 0.0 $325k -72% 28k 11.57
Perkinelmer Stock (PKI) 0.0 $323k 1.9k 174.41
Unum Group Stock (UNM) 0.0 $317k 10k 31.53
Dominion Energy Stock (D) 0.0 $316k 3.7k 84.88
Starbucks Corp Stock (SBUX) 0.0 $315k -2% 3.5k 91.04
Cullen Frost Bankers Stock (CFR) 0.0 $314k 2.3k 138.33
Draftkings Inc Com Cl A Stock (DKNG) 0.0 $310k +96% 16k 19.47
Enbridge Stock (ENB) 0.0 $307k 6.7k 46.11
Chubb Stock (CB) 0.0 $303k +22% 1.4k 213.68
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $294k +23% 1.9k 155.64
Docusign Stock (DOCU) 0.0 $294k NEW 2.7k 107.26
Agco Corp Stock (AGCO) 0.0 $292k 2.0k 146.00
Henry Jack & Assoc Stock (JKHY) 0.0 $292k 1.5k 197.03
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.0 $286k -57% 13k 21.54
Marvell Technology Stock (MRVL) 0.0 $285k -5% 4.0k 71.63
Equifax Stock (EFX) 0.0 $284k 1.2k 237.46
United Parcel Service Inc Cl B Stock (UPS) 0.0 $283k 1.3k 214.56
Spdr S&p Biotech Etf Etf (XBI) 0.0 $282k 3.1k 89.87
Martin Marietta Matls Stock (MLM) 0.0 $281k 730.00 384.93
Intuitive Surgical Stock (ISRG) 0.0 $277k +21% 918.00 301.74
Pembina Pipeline Corp Stock (PBA) 0.0 $276k 7.4k 37.55
Philip Morris Intl Stock (PM) 0.0 $273k 2.9k 94.04
Antero Midstream Corp Stock (AM) 0.0 $272k 25k 10.88
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $261k 947.00 275.61
Hess Corp Stock (HES) 0.0 $259k NEW 2.4k 107.07
Blackstone Stock (BX) 0.0 $256k -15% 2.0k 127.05
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $255k +100% 3.4k 74.93
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $254k NEW 2.4k 104.48
Becton Dickinson & Co Stock (BDX) 0.0 $252k -45% 947.00 266.10
Vanguard Utilities Index Fund Etf (VPU) 0.0 $247k -40% 1.5k 161.54
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $241k NEW 1.3k 189.91
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 0.0 $237k 7.4k 32.24
Heartland Finl Usa Stock (HTLF) 0.0 $228k 4.8k 47.89
Chipotle Mexican Grill Stock (CMG) 0.0 $220k NEW 139.00 1582.73
Bristol-myers Squibb Stock (BMY) 0.0 $220k -28% 3.0k 73.16
Us Bancorp Del Stock (USB) 0.0 $215k 4.0k 53.20
Sanofi Adr (SNY) 0.0 $215k NEW 4.2k 51.45
Spdr Gold Minishares Trust Etf 0.0 $214k NEW 5.6k 38.51
Vale S A Adr (VALE) 0.0 $211k NEW 11k 20.00
Cincinnati Finl Corp Stock (CINF) 0.0 $210k NEW 1.5k 136.19
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $209k +100% 4.4k 47.40
Ishares Silver Trust Etf (SLV) 0.0 $208k NEW 9.1k 22.90
Ameriprise Finl Stock (AMP) 0.0 $206k NEW 687.00 299.85
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $206k +25% 7.8k 26.40
General Electric Stock (GE) 0.0 $205k 2.2k 91.31
Goldman Sachs Group Stock (GS) 0.0 $203k NEW 616.00 329.55
F N B Corp Stock (FNB) 0.0 $193k 16k 12.45
Equitrans Midstream Corp Stock (ETRN) 0.0 $173k 21k 8.44
TCG BDC Cef (CGBD) 0.0 $163k 11k 14.41
Joby Aviation Stock (JOBY) 0.0 $153k +28% 23k 6.62
Global X Cannabis Etf Etf (POTX) 0.0 $138k -7% 25k 5.46
Innovage Hldg Corp Stock (INNV) 0.0 $96k 15k 6.40
Aurora Innovation Inc Class A Stock (AUR) 0.0 $67k NEW 12k 5.57
Genworth Finl Inc Com Cl A Stock (GNW) 0.0 $45k 12k 3.75
Didi Global Adr (DIDI) 0.0 $31k NEW 12k 2.50
Akazoo Sa Stock 0.0 $0 NEW 78k 0.00

Past Filings by Edge Capital Group

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