Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Edge Capital Group

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

Top 5 stock holdings are VYM, SPY, VIGI, IEFA, VOO, and represent 26.96% of Edge Capital Group's stock portfolio.
Added to shares of these 10 stocks: VMC (+$23M), MDT (+$11M), NSC (+$9.1M), TFC (+$8.0M), IEFA (+$6.9M), HIW, SMH, SPY, PLD, IWM.
Started 15 new stock positions in TEL, IXUS, CHD, AMLP, Liberty Media Corp Del Com Lbty One S C, AJG, IAT, FHN, SPSM, IWO. ROL, CACC, SCHA, KMX, HUBB.
Reduced shares in these 10 stocks: CNI (-$5.8M), JPM (-$5.6M), VYM (-$5.3M), SHEL, IXC, VIGI, AVGO, XOM, VONV, VOO.
Sold out of its positions in AFL, AYI, A, ARE, ALGN, ADI, BUD, AMAT, ATO, BMRN.
Edge Capital Group was a net buyer of stock by $36M.
Edge Capital Group has $1.7B in assets under management (AUM), dropping by 7.30%.
Central Index Key (CIK): 0001767220

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Edge Capital Group

Edge Capital Group holds 312 positions in its portfolio as reported in the June 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)	9.3	$163M	-3%	1.5M	106.07	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	5.6	$98M	+2%	220k	443.28	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	4.1	$72M	-5%	962k	75.09	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	4.0	$70M	+10%	1.0M	67.50	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.9	$67M	-3%	165k	407.28	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	2.5	$44M		916k	47.87	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.1	$36M		774k	46.18	View chart
Microsoft Corp Stock (MSFT)	2.0	$36M	-3%	105k	340.54	View chart
Apple Stock (AAPL)	1.9	$33M	+3%	171k	193.97	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.9	$33M		329k	99.65	View chart
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)	1.8	$31M	-6%	5.2M	6.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.7	$29M		597k	49.29	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.6	$27M		105k	261.48	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.5	$27M		164k	162.43	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	1.4	$24M	+4%	50k	478.91	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.4	$24M		53k	445.71	View chart
Vulcan Matls Stock (VMC)	1.4	$24M	+16664%	104k	225.44	View chart
Broadcom Stock (AVGO)	1.3	$23M	-13%	26k	867.42	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	1.2	$21M		218k	97.64	View chart
Coca Cola Stock (KO)	1.2	$21M		352k	60.22	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.9	$17M	-8%	406k	40.68	View chart
Walmart Stock (WMT)	0.9	$17M		105k	157.18	View chart
Merck & Co Stock (MRK)	0.9	$16M		142k	115.39	View chart
Rtx Corporation Stock (RTX)	0.9	$16M	+3%	166k	97.96	View chart
Johnson & Johnson Stock (JNJ)	0.9	$16M	-2%	95k	165.52	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.9	$15M	+7%	156k	97.95	View chart
Qualcomm Stock (QCOM)	0.9	$15M	+6%	125k	119.04	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$14M	-15%	129k	107.25	View chart
Vanguard Information Technology Etf Etf (VGT)	0.8	$13M		30k	442.16	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.8	$13M	-3%	48k	275.18	View chart
Nextera Energy Stock (NEE)	0.7	$13M	+4%	175k	74.20	View chart
Targa Res Corp Stock (TRGP)	0.7	$12M		160k	76.10	View chart
Medtronic Stock (MDT)	0.7	$12M	+978%	134k	88.10	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.7	$12M	+15%	237k	49.12	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.7	$12M		178k	64.43	View chart
Shell Plc Spon Ads Adr (SHEL)	0.6	$11M	-30%	187k	60.38	View chart
Morgan Stanley Stock (MS)	0.6	$11M	+2%	131k	85.40	View chart
Cme Group Stock (CME)	0.6	$11M		60k	185.29	View chart
Kraft Heinz Stock (KHC)	0.6	$11M	+7%	299k	35.50	View chart
Astrazeneca Adr (AZN)	0.6	$10M	-3%	145k	71.57	View chart
BP Adr (BP)	0.6	$10M	-2%	292k	35.29	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.6	$10M	+18%	65k	157.83	View chart
Prologis Reit (PLD)	0.6	$10M	+32%	83k	122.63	View chart
Albertsons Cos Stock (ACI)	0.6	$9.9M	+5%	453k	21.82	View chart
Norfolk Southn Corp Stock (NSC)	0.6	$9.9M	+1157%	44k	226.76	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$9.8M	-36%	67k	145.44	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.5	$8.5M	+53%	56k	152.25	View chart
Truist Finl Corp Stock (TFC)	0.5	$8.5M	+1769%	280k	30.35	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.5	$8.5M	+12%	238k	35.60	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$8.4M	+17%	25k	341.00	View chart
Eli Lilly & Co Stock (LLY)	0.5	$8.4M	+5%	18k	468.98	View chart
Albemarle Corp Stock (ALB)	0.5	$8.3M		37k	223.09	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.5	$8.0M	+4%	66k	121.24	View chart
Sanofi Adr (SNY)	0.5	$7.9M	-20%	147k	53.90	View chart
Oracle Corp Stock (ORCL)	0.5	$7.9M		66k	119.09	View chart
Chevron Corp Stock (CVX)	0.4	$7.6M	+7%	49k	157.35	View chart
Southern Stock (SO)	0.4	$7.5M	-10%	107k	70.25	View chart
Diageo Adr (DEO)	0.4	$7.4M		43k	173.48	View chart
Relx Adr (RELX)	0.4	$7.1M		212k	33.43	View chart
Blackstone Stock (BX)	0.4	$6.8M	-3%	73k	92.97	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.4	$6.7M	-19%	219k	30.57	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.4	$6.5M	-27%	93k	69.21	View chart
Bank America Corp Stock (BAC)	0.4	$6.4M		224k	28.69	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$6.3M	+2%	52k	120.97	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$6.2M	+50%	12.00	517810.00	View chart
Novo-nordisk A S Adr (NVO)	0.3	$6.1M	-2%	38k	161.83	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$5.9M		76k	78.26	View chart
American Express Stock (AXP)	0.3	$5.9M		34k	174.20	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$5.8M	+7%	29k	198.89	View chart
Target Corp Stock (TGT)	0.3	$5.7M	+52%	44k	131.90	View chart
Home Depot Stock (HD)	0.3	$5.7M	-2%	18k	310.64	View chart
Abbott Labs Stock (ABT)	0.3	$5.7M		52k	109.02	View chart
Amazon Stock (AMZN)	0.3	$5.6M		43k	130.36	View chart
Golub Cap Bdc Cef (GBDC)	0.3	$5.5M	+17%	407k	13.50	View chart
Hca Healthcare Stock (HCA)	0.3	$5.5M	-9%	18k	303.48	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$5.3M	+9%	109k	48.94	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$5.0M	-3%	16k	308.58	View chart
Procter And Gamble Stock (PG)	0.3	$4.8M		32k	151.74	View chart
Kla Corp Stock (KLAC)	0.3	$4.8M	+3%	9.9k	485.02	View chart
Stellantis Stock (STLA)	0.3	$4.8M	+25%	272k	17.55	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.3	$4.8M	+11%	47k	100.92	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$4.8M	+81%	25k	187.27	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.3	$4.5M		18k	254.48	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$4.5M		62k	72.50	View chart
Vanguard Value Etf Etf (VTV)	0.3	$4.4M	+14%	31k	142.10	View chart
Highwoods Pptys Reit (HIW)	0.3	$4.4M	+837%	184k	23.91	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$4.3M		20k	220.28	View chart
Spdr Gold Shares Etf (GLD)	0.2	$4.3M	+6%	24k	178.27	View chart
Honeywell Intl Stock (HON)	0.2	$4.3M	+2%	21k	207.50	View chart
Rockwell Automation Stock (ROK)	0.2	$4.1M	-9%	12k	329.45	View chart
Oneok Stock (OKE)	0.2	$4.1M		66k	61.72	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$4.0M		14k	282.96	View chart
Diamondback Energy Stock (FANG)	0.2	$4.0M	-24%	31k	131.36	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$4.0M	-3%	33k	119.70	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$4.0M		59k	67.09	View chart
Union Pac Corp Stock (UNP)	0.2	$3.9M		19k	204.62	View chart
Parker-hannifin Corp Stock (PH)	0.2	$3.9M	+4%	9.9k	390.04	View chart
Visa Inc Com Cl A Stock (V)	0.2	$3.8M	-5%	16k	237.49	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$3.7M		22k	173.86	View chart
Whirlpool Corp Stock (WHR)	0.2	$3.7M	+4%	25k	148.79	View chart
Ishares Global Energy Etf Etf (IXC)	0.2	$3.5M	-57%	95k	37.22	View chart
Duke Energy Corp Stock (DUK)	0.2	$3.5M	-2%	39k	89.74	View chart
Goldman Sachs Group Stock (GS)	0.2	$3.4M	+3%	11k	322.54	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$3.2M	+2%	62k	52.37	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$3.2M	+163%	44k	72.62	View chart
Deere & Co Stock (DE)	0.2	$3.2M	+8%	7.8k	405.19	View chart
Pepsico Stock (PEP)	0.2	$3.1M		17k	185.22	View chart
International Business Machs Stock (IBM)	0.2	$3.1M	-4%	23k	133.81	View chart
Mcdonalds Corp Stock (MCD)	0.2	$3.0M	+3%	10k	298.40	View chart
Ferguson Stock (FERG)	0.2	$3.0M	+3%	19k	157.31	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$3.0M		12k	243.74	View chart
Dorchester Minerals Lp Com Unit Stock (DMLP)	0.2	$3.0M		100k	29.96	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$3.0M	+2%	6.5k	460.38	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.2	$2.9M		277k	10.54	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.2	$2.9M		44k	65.71	View chart
Air Prods & Chems Stock (APD)	0.2	$2.8M	+6%	9.4k	299.53	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$2.8M	-5%	71k	39.56	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$2.7M	-4%	9.5k	286.98	View chart
Newmarket Corp Stock (NEU)	0.2	$2.7M		6.8k	402.12	View chart
Caterpillar Stock (CAT)	0.2	$2.7M		11k	246.06	View chart
Hershey Stock (HSY)	0.2	$2.6M	+8%	11k	249.70	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$2.4M	-3%	6.6k	369.44	View chart
Cousins Pptys Reit (CUZ)	0.1	$2.4M	+89%	106k	22.80	View chart
Runway Growth Finance Corp Stock (RWAY)	0.1	$2.4M	+13%	195k	12.35	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.4M	-33%	16k	149.64	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$2.3M		37k	63.20	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$2.3M	+3%	20k	113.30	View chart
Tractor Supply Stock (TSCO)	0.1	$2.3M		10k	221.10	View chart
Nvidia Corporation Stock (NVDA)	0.1	$2.2M	-6%	5.3k	423.00	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$2.2M	+17%	29k	75.62	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.1	$2.1M		31k	65.94	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$2.0M		9.0k	220.15	View chart
Conocophillips Stock (COP)	0.1	$1.9M	+9%	18k	103.61	View chart
Smucker J M Stock (SJM)	0.1	$1.9M		13k	147.66	View chart
Royal Bk Cda Stock (RY)	0.1	$1.8M	-2%	19k	95.51	View chart
Canadian Pacific Kansas City Stock (CP)	0.1	$1.8M		23k	80.87	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.8M		5.3k	343.82	View chart
Dow Stock (DOW)	0.1	$1.8M	-14%	33k	53.26	View chart
Salesforce Stock (CRM)	0.1	$1.7M		8.1k	211.26	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.7M		4.3k	393.26	View chart
Colgate Palmolive Stock (CL)	0.1	$1.7M	+6%	22k	77.04	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.7M	-15%	63k	26.35	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$1.6M	NEW	42k	38.84	View chart
Ferrari N V Stock (RACE)	0.1	$1.6M		5.0k	326.72	View chart
Darden Restaurants Stock (DRI)	0.1	$1.6M	-13%	9.5k	167.08	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.6M	+19%	7.2k	219.79	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M		6.8k	225.70	View chart
Amgen Stock (AMGN)	0.1	$1.5M	+5%	6.8k	222.00	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.5M	+4%	23k	63.95	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.4M	+27%	2.8k	480.69	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.4M		19k	71.03	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$1.4M	NEW	40k	33.85	View chart
Eaton Corp Stock (ETN)	0.1	$1.3M	+7%	6.7k	201.10	View chart
Eog Res Stock (EOG)	0.1	$1.3M		12k	114.44	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.3M		22k	61.01	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.1	$1.3M		20k	66.44	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$1.3M	+373%	27k	49.22	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.3M	-5%	2.5k	521.80	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.3M	+15%	7.7k	165.40	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.3M	-8%	99k	12.70	View chart
Danaher Corporation Stock (DHR)	0.1	$1.2M	+43%	5.1k	240.02	View chart
Roper Technologies Stock (ROP)	0.1	$1.2M	+7%	2.5k	480.74	View chart
Willscot Mobil Mini Hldng Corp Com Cl A Stock (WSC)	0.1	$1.2M		25k	47.79	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.1M	+19%	10k	110.37	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$1.1M		826.00	1316.50	View chart
Kroger Stock (KR)	0.1	$1.1M		23k	47.00	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$1.1M	+54%	7.5k	140.80	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.0M		4.1k	255.51	View chart
Cincinnati Finl Corp Stock (CINF)	0.1	$1.0M		11k	97.32	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.0M		10k	99.06	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.0M	+105%	5.9k	173.42	View chart
Dominion Energy Stock (D)	0.1	$1.0M		20k	51.79	View chart
Adobe Systems Incorporated Stock (ADBE)	0.1	$1.0M	+23%	2.1k	488.99	View chart
Globe Life Stock (GL)	0.1	$1.0M	+16%	9.2k	109.62	View chart
Texas Instrs Stock (TXN)	0.1	$1.0M	+23%	5.6k	180.02	View chart
Cisco Sys Stock (CSCO)	0.1	$1.0M	+7%	20k	51.74	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.0M	-2%	1.9k	538.36	View chart
Enbridge Stock (ENB)	0.1	$1.0M	-7%	27k	37.17	View chart
Allied Motion Technologies Stock (AMOT)	0.1	$939k	-55%	24k	39.94	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$897k		5.1k	175.98	View chart
Pfizer Stock (PFE)	0.1	$888k	-24%	24k	36.68	View chart
General Mls Stock (GIS)	0.1	$879k		12k	76.70	View chart
Canadian Natl Ry Stock (CNI)	0.1	$876k	-86%	7.2k	121.07	View chart
Intel Corp Stock (INTC)	0.0	$803k	-5%	24k	33.44	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$784k	-2%	6.1k	128.16	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	0.0	$763k		14k	55.90	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$759k	-9%	15k	51.70	View chart
Netflix Stock (NFLX)	0.0	$725k	+15%	1.6k	440.49	View chart
Global Pmts Stock (GPN)	0.0	$721k	-8%	7.3k	98.52	View chart
Blue Owl Capital Corporation Cef (ORCC)	0.0	$720k		54k	13.42	View chart
Cdw Corp Stock (CDW)	0.0	$712k		3.9k	183.50	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$712k		7.3k	97.84	View chart
Phillips 66 Stock (PSX)	0.0	$709k	-21%	7.4k	95.38	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$690k		8.3k	83.56	View chart
Abbvie Stock (ABBV)	0.0	$688k	-7%	5.1k	134.73	View chart
Unilever Adr (UL)	0.0	$686k	+22%	13k	52.13	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA)	0.0	$684k		13k	52.37	View chart
Wells Fargo Stock (WFC)	0.0	$671k	-3%	16k	42.68	View chart
Copart Stock (CPRT)	0.0	$670k		7.3k	91.21	View chart
Advanced Micro Devices Stock (AMD)	0.0	$668k		5.9k	113.91	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$611k	+93%	11k	56.68	View chart
Conagra Brands Stock (CAG)	0.0	$610k	-13%	18k	33.72	View chart
J.p. Morgan Alerian Mlp Index Etn Etf (AMJ)	0.0	$597k		26k	22.91	View chart
Rubicon Technologies Inc Cl A Stock (RBT)	0.0	$572k	+931%	1.5M	0.37	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$555k	-2%	3.8k	146.87	View chart
Disney Walt Stock (DIS)	0.0	$540k	-7%	6.1k	89.27	View chart
Pimco Enhanced Short Maturity Active Etf Etf (MINT)	0.0	$535k		5.4k	99.75	View chart
Dupont De Nemours Stock (DD)	0.0	$532k		7.4k	71.44	View chart
General Dynamics Corp Stock (GD)	0.0	$527k	+35%	2.5k	215.15	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$522k	+3%	37k	14.10	View chart
Altria Group Stock (MO)	0.0	$514k		11k	45.30	View chart
Tjx Cos Stock (TJX)	0.0	$509k	+452%	6.0k	84.79	View chart
Boeing Stock (BA)	0.0	$508k		2.4k	211.16	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$504k	NEW	8.0k	62.62	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$501k	+77%	1.9k	264.01	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$496k		4.0k	125.31	View chart
Chubb Stock (CB)	0.0	$487k	+45%	2.5k	192.56	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$486k		5.1k	95.94	View chart
First Bancorp N C Stock (FBNC)	0.0	$479k		16k	29.75	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$465k		11k	41.55	View chart
Ares Capital Corp Cef (ARCC)	0.0	$458k		24k	18.79	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$455k		17k	26.57	View chart
Hubbell Stock (HUBB)	0.0	$454k	NEW	1.4k	331.56	View chart
Aptiv Stock (APTV)	0.0	$450k		4.4k	102.09	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$433k		5.0k	87.23	View chart
Autodesk Stock (ADSK)	0.0	$424k		2.1k	204.61	View chart
Us Bancorp Del Stock (USB)	0.0	$424k	+116%	13k	33.04	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$418k	-15%	24k	17.22	View chart
Williams Cos Stock (WMB)	0.0	$407k		13k	32.63	View chart
Blackrock Stock (BLK)	0.0	$407k	+20%	589.00	691.14	View chart
Iqvia Hldgs Stock (IQV)	0.0	$405k	-2%	1.8k	224.77	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$399k		12k	34.38	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$394k	NEW	1.8k	219.57	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$389k	-25%	3.5k	109.84	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.0	$384k		325.00	1181.50	View chart
Magellan Midstream Prtnrs Lp Com Unit Rp Stock (MMP)	0.0	$377k	-20%	6.1k	62.32	View chart
Paypal Hldgs Stock (PYPL)	0.0	$377k	+22%	5.6k	66.73	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$373k		2.0k	183.69	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$370k	NEW	8.4k	43.80	View chart
Pioneer Nat Res Stock (PXD)	0.0	$368k	-2%	1.8k	207.14	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$364k	-9%	25k	14.83	View chart
Corteva Stock (CTVA)	0.0	$363k		6.3k	57.30	View chart
Travelers Companies Stock (TRV)	0.0	$361k	-9%	2.1k	173.64	View chart
Sap Se Adr (SAP)	0.0	$352k	-6%	2.6k	136.81	View chart
Green Brick Partners Stock (GRBK)	0.0	$352k		6.2k	56.80	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$350k		10k	33.71	View chart
Kellogg Stock (K)	0.0	$347k		5.1k	67.40	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$344k		8.6k	40.07	View chart
Liberty Media Corp Del Com Lbty One S C Stock	0.0	$326k	NEW	4.3k	75.28	View chart
Cheniere Energy Stock (LNG)	0.0	$325k	+31%	2.1k	152.36	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$324k		8.7k	37.08	View chart
Hess Corp Stock (HES)	0.0	$322k		2.4k	135.96	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$316k	-28%	3.9k	81.17	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$314k	+70%	2.5k	125.95	View chart
Kb Home Stock (KBH)	0.0	$310k		6.0k	51.71	View chart
Novartis Adr (NVS)	0.0	$309k		3.1k	100.90	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$305k	NEW	1.3k	242.66	View chart
Genuine Parts Stock (GPC)	0.0	$304k	+136%	1.8k	169.23	View chart
Carmax Stock (KMX)	0.0	$303k	NEW	3.6k	83.70	View chart
Intuitive Surgical Stock (ISRG)	0.0	$303k		886.00	341.94	View chart
Tesla Stock (TSLA)	0.0	$299k	+24%	1.1k	261.77	View chart
Penn Entertainment Stock (PENN)	0.0	$295k		12k	24.03	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$290k		2.6k	112.89	View chart
Equifax Stock (EFX)	0.0	$284k		1.2k	235.30	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$280k		18k	15.33	View chart
Church & Dwight Stock (CHD)	0.0	$280k	NEW	2.8k	100.23	View chart
Carrier Global Corporation Stock (CARR)	0.0	$280k	-10%	5.6k	49.71	View chart
F N B Corp Stock (FNB)	0.0	$277k		24k	11.44	View chart
Regions Financial Corp Stock (RF)	0.0	$272k	-19%	15k	17.82	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$267k	-3%	3.2k	83.35	View chart
Agco Corp Stock (AGCO)	0.0	$263k		2.0k	131.42	View chart
Martin Marietta Matls Stock (MLM)	0.0	$261k	-6%	565.00	461.69	View chart
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)	0.0	$261k	-4%	9.7k	26.77	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$259k		3.2k	80.00	View chart
Citigroup Stock (C)	0.0	$259k	+189%	5.6k	46.04	View chart
Cvs Health Corp Stock (CVS)	0.0	$249k	+174%	3.6k	69.13	View chart
Crown Castle Reit (CCI)	0.0	$247k	-9%	2.2k	113.94	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$244k	-4%	2.3k	107.53	View chart
Elevance Health Stock (ELV)	0.0	$241k	+614%	543.00	444.29	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$236k	+70%	642.00	367.37	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$234k	+219%	3.2k	72.94	View chart
State Str Corp Stock (STT)	0.0	$234k	-5%	3.2k	73.17	View chart
Philip Morris Intl Stock (PM)	0.0	$234k	-2%	2.4k	97.63	View chart
Fiserv Stock (FI)	0.0	$232k	-28%	1.8k	126.15	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$231k		1.4k	167.33	View chart
Booking Holdings Stock (BKNG)	0.0	$227k	-12%	84.00	2700.33	View chart
Ameriprise Finl Stock (AMP)	0.0	$227k		682.00	332.10	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$227k		3.0k	75.66	View chart
Focus Finl Partners Inc Com Cl A Stock (FOCS)	0.0	$225k	-41%	4.3k	52.51	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.0	$223k	-5%	6.9k	32.29	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$221k	NEW	435.00	507.93	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$219k	NEW	5.6k	39.21	View chart
Kkr & Co Stock (KKR)	0.0	$218k	+28%	3.9k	56.00	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$217k	+452%	3.8k	56.65	View chart
At&t Stock (T)	0.0	$216k	-32%	14k	15.95	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$215k	-17%	6.8k	31.43	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$215k		296.00	724.75	View chart
T-mobile Us Stock (TMUS)	0.0	$214k	-5%	1.5k	138.90	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$214k	-67%	4.5k	46.95	View chart
Rollins Stock (ROL)	0.0	$213k	NEW	5.0k	42.83	View chart
Marvell Technology Stock (MRVL)	0.0	$209k		3.5k	59.78	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.0	$208k		2.5k	84.93	View chart
Te Connectivity Stock (TEL)	0.0	$208k	NEW	1.5k	140.16	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$206k		3.8k	54.41	View chart
Carlyle Secured Lending Cef (CGBD)	0.0	$165k		11k	14.56	View chart
Astrotech Corp Stock (ASTC)	0.0	$156k		11k	14.16	View chart
Sandridge Energy Stock (SD)	0.0	$153k		10k	15.25	View chart
Antero Midstream Corp Stock (AM)	0.0	$152k	-42%	13k	11.60	View chart
First Horizon Corporation Stock (FHN)	0.0	$140k	NEW	12k	11.27	View chart
Innovage Hldg Corp Stock (INNV)	0.0	$113k		15k	7.50	View chart
Flame Acquisition Corp Com Cl A Stock (FLME)	0.0	$103k		10k	10.27	View chart
Corecivic Reit (CXW)	0.0	$94k		10k	9.41	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 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
Edge Capital Group 2019 Q3 filed Nov. 12, 2019

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z