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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, IEFA, and represent 29.97% of Edge Capital Group's stock portfolio.
Added to shares of these 10 stocks: VONG (+$21M), FCX (+$12M), CALF (+$9.8M), NVDA (+$7.0M), VEA (+$5.5M), VGT (+$5.2M), Tamboran Res Corp, Ferguson, DLR, META.
Started 14 new stock positions in ARM, CALF, AON, TSLA, FBTC, Ferguson, DLR, PR, FCX, AFL. DVN, ANF, Tamboran Res Corp, CIBR.
Reduced shares in these 10 stocks: IJR (-$15M), ACI (-$7.2M), DKS (-$6.8M), AGG, FERG, MDT, , NVO, JNJ, INFL.
Sold out of its positions in AGCO, APD, ACI, CVS, COF, CHPT, PAVE, GL, IJJ, AESI. Pioneer Natural Resources, PLD, Rubicon Technologies, SNOW, TRV, VCSH, VZ, FERG.
Edge Capital Group was a net buyer of stock by $48M.
Edge Capital Group has $2.1B in assets under management (AUM), dropping by 2.76%.
Central Index Key (CIK): 0001767220

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Portfolio Holdings for Edge Capital Group

Edge Capital Group holds 316 positions in its portfolio as reported in the June 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)	9.2	$191M		1.6M	118.60	View chart
Vanguard S&p 500 Etf Etf (VOO)	7.0	$145M		291k	500.13	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	6.5	$135M		248k	544.22	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	3.8	$78M		965k	81.28	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.4	$70M		960k	72.64	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.5	$51M	+11%	1.0M	49.42	View chart
Vulcan Matls Stock (VMC)	2.2	$45M		180k	248.68	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	2.0	$42M	+97%	444k	93.81	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.7	$36M	-3%	656k	54.49	View chart
Microsoft Corp Stock (MSFT)	1.7	$36M		80k	446.95	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.6	$34M	+5%	62k	547.23	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.4	$29M	-2%	491k	58.52	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	1.4	$28M	+7%	219k	127.48	View chart
Broadcom Stock (AVGO)	1.3	$27M		17k	1605.51	View chart
Coca Cola Stock (KO)	1.3	$27M		423k	63.65	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.3	$26M	-4%	144k	182.55	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.3	$26M	-36%	243k	106.66	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.2	$26M	+9%	70k	364.51	View chart
Rtx Corporation Stock (RTX)	1.2	$25M	+2%	246k	100.39	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.2	$25M	-2%	459k	53.53	View chart
Apple Stock (AAPL)	1.2	$24M		113k	210.62	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.1	$23M	-3%	86k	267.51	View chart
Morgan Stanley Stock (MS)	1.1	$23M	+3%	232k	97.19	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	1.0	$21M	-3%	40k	535.08	View chart
Walmart Stock (WMT)	1.0	$20M	+3%	302k	67.71	View chart
Targa Res Corp Stock (TRGP)	1.0	$20M		157k	128.78	View chart
Merck & Co Stock (MRK)	1.0	$20M	+3%	163k	123.80	View chart
Vanguard Information Technology Etf Etf (VGT)	1.0	$20M	+35%	35k	576.59	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$20M	+2%	98k	202.26	View chart
Qualcomm Stock (QCOM)	0.9	$18M	+2%	89k	199.18	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$17M	+27%	34k	504.22	View chart
Hca Healthcare Stock (HCA)	0.8	$16M	+3%	51k	321.28	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$16M	-3%	362k	43.76	View chart
Johnson & Johnson Stock (JNJ)	0.7	$15M	-9%	105k	146.16	View chart
Truist Finl Corp Stock (TFC)	0.7	$14M	+4%	362k	38.85	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.7	$14M	+2%	191k	72.87	View chart
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)	0.6	$12M		4.8M	2.55	View chart
Eli Lilly & Co Stock (LLY)	0.6	$12M		14k	905.38	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.6	$12M	NEW	246k	48.60	View chart
Astrazeneca Adr (AZN)	0.5	$11M	+2%	144k	77.99	View chart
Relx Adr (RELX)	0.5	$11M	+6%	244k	45.88	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.5	$11M	+4%	233k	47.18	View chart
Chevron Corp Stock (CVX)	0.5	$11M	+2%	69k	156.42	View chart
Frontline Stock (FRO)	0.5	$11M	+31%	413k	25.76	View chart
Bunge Global Sa Stock (BG)	0.5	$11M	+3%	100k	106.77	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.5	$11M		688k	15.36	View chart
Ares Capital Corp Cef (ARCC)	0.5	$11M		503k	20.84	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.5	$10M		266k	39.05	View chart
Golub Cap Bdc Cef (GBDC)	0.5	$10M	+42%	634k	15.71	View chart
Fs Kkr Cap Corp Cef (FSK)	0.5	$9.9M		500k	19.73	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.5	$9.8M	NEW	225k	43.56	View chart
Norfolk Southn Corp Stock (NSC)	0.5	$9.7M	+15%	45k	214.69	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.5	$9.6M		55k	173.81	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.5	$9.4M	+3%	869k	10.80	View chart
Amazon Stock (AMZN)	0.4	$9.2M	+2%	48k	193.25	View chart
Dicks Sporting Goods Stock (DKS)	0.4	$9.2M	-42%	43k	214.85	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$9.0M		49k	183.42	View chart
Shell Plc Spon Ads Adr (SHEL)	0.4	$9.0M	+2%	125k	72.18	View chart
Novo-nordisk A S Adr (NVO)	0.4	$8.5M	-17%	59k	142.74	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$8.3M	+11%	72k	115.12	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$8.3M		20k	406.80	View chart
BP Adr (BP)	0.4	$8.0M		222k	36.10	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$8.0M		102k	77.76	View chart
Nvidia Corporation Stock (NVDA)	0.4	$7.8M	+899%	63k	123.54	View chart
Bank America Corp Stock (BAC)	0.4	$7.4M	+14%	187k	39.77	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$7.3M		12.00	612241.00	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$6.9M	-6%	40k	174.47	View chart
Procter And Gamble Stock (PG)	0.3	$6.8M	+4%	42k	164.92	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$6.6M		74k	88.13	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.3	$6.5M	-42%	67k	97.07	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$6.4M	-2%	30k	218.04	View chart
Rockwell Automation Stock (ROK)	0.3	$6.4M	+10%	23k	275.28	View chart
Diamondback Energy Stock (FANG)	0.3	$6.2M		31k	200.19	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$6.2M		79k	78.33	View chart
Kla Corp Stock (KLAC)	0.3	$6.1M	+2%	7.4k	824.51	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$5.9M		33k	182.15	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$5.8M	+16%	13k	467.10	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$5.7M	+2%	15k	374.01	View chart
Stellantis Stock (STLA)	0.3	$5.5M	-4%	277k	19.81	View chart
Spdr Gold Shares Etf (GLD)	0.3	$5.3M		25k	215.01	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.3	$5.2M	-2%	18k	297.54	View chart
Vanguard Value Etf Etf (VTV)	0.2	$5.1M		32k	160.41	View chart
Parker-hannifin Corp Stock (PH)	0.2	$5.0M	+4%	10k	505.81	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$4.9M		48k	102.30	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.2	$4.9M	+35%	168k	28.92	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$4.8M	-5%	19k	260.71	View chart
Oracle Corp Stock (ORCL)	0.2	$4.8M	+8%	34k	141.20	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$4.8M		21k	226.23	View chart
Home Depot Stock (HD)	0.2	$4.7M	-2%	14k	344.23	View chart
Tamboran Res Corp Stock	0.2	$4.7M	NEW	208k	22.50	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.2	$4.6M	+4%	157k	29.57	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$4.5M	+6%	15k	303.41	View chart
Target Corp Stock (TGT)	0.2	$4.5M	+4%	30k	148.04	View chart
Honeywell Intl Stock (HON)	0.2	$4.5M		21k	213.54	View chart
International Business Machs Stock (IBM)	0.2	$4.4M	+24%	26k	172.95	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$4.4M		60k	74.08	View chart
Ferguson Enterprises Stock	0.2	$4.4M	NEW	23k	193.65	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$4.3M		47k	91.15	View chart
Digital Rlty Tr Reit (DLR)	0.2	$4.2M	NEW	28k	152.05	View chart
Darden Restaurants Stock (DRI)	0.2	$4.1M	+8%	27k	151.32	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.2	$4.0M	-29%	123k	32.68	View chart
Highwoods Pptys Reit (HIW)	0.2	$4.0M	+4%	153k	26.27	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.2	$4.0M		13k	308.67	View chart
Cousins Pptys Reit (CUZ)	0.2	$3.9M		170k	23.15	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$3.7M		19k	202.89	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$3.7M		25k	145.75	View chart
Albemarle Corp Stock (ALB)	0.2	$3.6M		37k	95.52	View chart
Newmarket Corp Stock (NEU)	0.2	$3.5M		6.8k	515.57	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.2	$3.4M		41k	81.97	View chart
Blackstone Stock (BX)	0.2	$3.3M	+3%	27k	123.80	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$3.1M		48k	64.25	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$3.0M		71k	42.59	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$2.9M	+2%	6.0k	479.09	View chart
Visa Inc Com Cl A Stock (V)	0.1	$2.7M		10k	262.48	View chart
Runway Growth Finance Corp Stock (RWAY)	0.1	$2.7M	+5%	229k	11.76	View chart
Union Pac Corp Stock (UNP)	0.1	$2.7M		12k	226.26	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$2.5M	-11%	60k	41.46	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$2.3M		33k	68.53	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$2.3M	NEW	140k	16.15	View chart
Conocophillips Stock (COP)	0.1	$2.2M		20k	114.38	View chart
Dorchester Minerals Lp Com Unit Stock (DMLP)	0.1	$2.2M		70k	30.85	View chart
Salesforce Stock (CRM)	0.1	$2.1M		8.3k	257.10	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$2.1M		5.3k	391.10	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.1	$2.0M		31k	64.69	View chart
Colgate Palmolive Stock (CL)	0.1	$2.0M		21k	97.04	View chart
Ishares Global Energy Etf Etf (IXC)	0.1	$2.0M	-2%	48k	41.51	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$2.0M	-3%	8.2k	242.11	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.8M	+4%	23k	80.13	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.1	$1.8M	-7%	16k	112.82	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.8M	+2%	62k	28.98	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.7M		14k	120.98	View chart
Amgen Stock (AMGN)	0.1	$1.7M		5.4k	312.45	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.7M		7.0k	238.69	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.6M		3.1k	509.31	View chart
Eog Res Stock (EOG)	0.1	$1.6M		12k	125.87	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.6M	+2%	96k	16.22	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.6M		1.8k	849.95	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.5M		2.7k	553.05	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.4M		19k	77.83	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.4M		3.2k	441.10	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.4M	-4%	7.7k	182.52	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$1.4M	NEW	27k	52.46	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.4M		8.3k	164.28	View chart
Pepsico Stock (PEP)	0.1	$1.4M		8.3k	164.93	View chart
Enbridge Stock (ENB)	0.1	$1.3M	+53%	37k	35.59	View chart
Nextera Energy Stock (NEE)	0.1	$1.3M	-2%	18k	70.81	View chart
Roper Technologies Stock (ROP)	0.1	$1.3M	-2%	2.3k	563.58	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.3M		17k	76.57	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.3M		3.3k	383.19	View chart
American Express Stock (AXP)	0.1	$1.2M		5.4k	231.53	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$1.2M	-35%	1.7k	734.27	View chart
Netflix Stock (NFLX)	0.1	$1.2M	+4%	1.7k	674.88	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$1.2M		7.6k	151.63	View chart
Intel Corp Stock (INTC)	0.1	$1.2M	-29%	37k	30.97	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.1M		5.1k	213.34	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.1M	-44%	18k	60.30	View chart
Caterpillar Stock (CAT)	0.1	$1.1M		3.3k	333.14	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.1	$1.1M		277k	3.93	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$1.1M	-15%	20k	53.13	View chart
Phillips 66 Stock (PSX)	0.1	$1.1M		7.6k	141.17	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.0	$1.0M		14k	71.98	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.0	$1.0M		6.8k	150.20	View chart
Duke Energy Corp Stock (DUK)	0.0	$1.0M		10k	100.23	View chart
Patterson-uti Energy Stock (PTEN)	0.0	$1.0M		97k	10.36	View chart
Advanced Micro Devices Stock (AMD)	0.0	$999k	+5%	6.2k	162.21	View chart
Palo Alto Networks Stock (PANW)	0.0	$998k		2.9k	339.01	View chart
Adobe Stock (ADBE)	0.0	$972k	-6%	1.8k	555.54	View chart
Texas Instrs Stock (TXN)	0.0	$954k		4.9k	194.53	View chart
Willscot Hldgs Corp Com Cl A Stock (WSC)	0.0	$942k		25k	37.64	View chart
Ishares Bitcoin Trust Registered Etf (IBIT)	0.0	$934k		27k	34.14	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$933k	-8%	23k	41.53	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$921k		24k	37.67	View chart
Danaher Corporation Stock (DHR)	0.0	$908k		3.6k	249.88	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$906k		28k	32.24	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	0.0	$894k		14k	65.55	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$891k		7.5k	118.78	View chart
Arm Holdings Adr (ARM)	0.0	$882k	NEW	5.4k	163.62	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$880k	-2%	5.8k	152.29	View chart
Cdw Corp Stock (CDW)	0.0	$868k		3.9k	223.84	View chart
Mcdonalds Corp Stock (MCD)	0.0	$859k		3.4k	254.80	View chart
Abbott Labs Stock (ABT)	0.0	$849k		8.2k	103.91	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$782k	-11%	15k	53.04	View chart
Wells Fargo Stock (WFC)	0.0	$763k	-18%	13k	59.39	View chart
Global Pmts Stock (GPN)	0.0	$739k	+5%	7.6k	96.70	View chart
Nike Inc Cl B Stock (NKE)	0.0	$736k		9.8k	75.37	View chart
General Dynamics Corp Stock (GD)	0.0	$717k		2.5k	290.14	View chart
Synopsys Stock (SNPS)	0.0	$714k	+69%	1.2k	595.06	View chart
Southern Stock (SO)	0.0	$708k	+16%	9.1k	77.57	View chart
Cisco Sys Stock (CSCO)	0.0	$689k	-9%	15k	47.51	View chart
Aflac Stock (AFL)	0.0	$685k	NEW	7.7k	89.31	View chart
Chubb Stock (CB)	0.0	$684k		2.7k	255.08	View chart
Abbvie Stock (ABBV)	0.0	$677k	-6%	3.9k	171.52	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA)	0.0	$670k		13k	53.19	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$663k		9.0k	73.69	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$654k		17k	38.17	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$624k		2.4k	259.31	View chart
Oneok Stock (OKE)	0.0	$612k	-11%	7.5k	81.55	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$593k		4.0k	149.87	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$588k		9.3k	62.87	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$568k	-7%	32k	17.86	View chart
Regions Financial Corp Stock (RF)	0.0	$566k		28k	20.04	View chart
Dupont De Nemours Stock (DD)	0.0	$562k		7.0k	80.49	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$544k		8.9k	60.78	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$543k		8.0k	67.56	View chart
Hubbell Stock (HUBB)	0.0	$542k		1.5k	365.48	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$529k	-5%	6.3k	83.76	View chart
Tjx Cos Stock (TJX)	0.0	$529k	+2%	4.8k	110.10	View chart
Tesla Stock (TSLA)	0.0	$522k	NEW	2.6k	197.88	View chart
Pfizer Stock (PFE)	0.0	$520k		19k	27.98	View chart
Disney Walt Stock (DIS)	0.0	$518k	-18%	5.2k	99.28	View chart
First Bancorp N C Stock (FBNC)	0.0	$514k		16k	31.92	View chart
Boeing Stock (BA)	0.0	$511k	-21%	2.8k	182.01	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$506k	+9%	20k	25.33	View chart
Analog Devices Stock (ADI)	0.0	$504k		2.2k	228.26	View chart
Williams Cos Stock (WMB)	0.0	$466k	-5%	11k	42.50	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$465k		4.1k	112.41	View chart
Autodesk Stock (ADSK)	0.0	$458k		1.9k	247.45	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$443k	NEW	7.9k	56.42	View chart
Altria Group Stock (MO)	0.0	$438k		9.6k	45.55	View chart
Goldman Sachs Group Stock (GS)	0.0	$431k	-10%	952.00	452.32	View chart
Us Bancorp Del Stock (USB)	0.0	$427k	-5%	11k	39.70	View chart
Kb Home Stock (KBH)	0.0	$421k		6.0k	70.18	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$417k		5.1k	81.08	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$413k	-3%	22k	18.82	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$411k		2.6k	155.48	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$408k	NEW	1.4k	293.58	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$407k		5.1k	80.04	View chart
Dow Stock (DOW)	0.0	$396k		7.5k	53.05	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$392k		4.0k	98.21	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.0	$389k		325.00	1196.16	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$388k		15k	25.42	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$386k		3.4k	112.63	View chart
Blackrock Stock (BLK)	0.0	$383k		487.00	787.32	View chart
Iqvia Hldgs Stock (IQV)	0.0	$383k		1.8k	211.44	View chart
Corteva Stock (CTVA)	0.0	$371k		6.9k	53.94	View chart
Hershey Stock (HSY)	0.0	$369k		2.0k	183.83	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$361k	-7%	3.6k	100.65	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$358k		1.8k	194.87	View chart
Green Brick Partners Stock (GRBK)	0.0	$355k		6.2k	57.24	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$354k	-11%	8.6k	41.11	View chart
Copart Stock (CPRT)	0.0	$354k		6.5k	54.16	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$352k		5.0k	70.94	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$350k	-9%	8.9k	39.16	View chart
Emerson Elec Stock (EMR)	0.0	$346k		3.1k	110.16	View chart
Eaton Corp Stock (ETN)	0.0	$345k		1.1k	313.55	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$342k		8.5k	40.14	View chart
Royal Bk Cda Stock (RY)	0.0	$336k		3.2k	106.38	View chart
Tractor Supply Stock (TSCO)	0.0	$333k		1.2k	270.00	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$331k	-7%	1.4k	233.71	View chart
Cheniere Energy Stock (LNG)	0.0	$331k	+16%	1.9k	174.83	View chart
F N B Corp Stock (FNB)	0.0	$331k		24k	13.68	View chart
Intuitive Surgical Stock (ISRG)	0.0	$331k	+6%	744.00	444.85	View chart
Hess Corp Stock (HES)	0.0	$330k		2.2k	147.54	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$329k		2.6k	127.57	View chart
Novartis Adr (NVS)	0.0	$328k		3.1k	106.47	View chart
Ge Aerospace Stock (GE)	0.0	$326k		2.1k	158.97	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$326k	-48%	4.1k	79.93	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$321k	+7%	314.00	1022.73	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$321k	-5%	16k	19.87	View chart
Intercontinental Exchange Stock (ICE)	0.0	$317k		2.3k	136.89	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$310k	-4%	2.6k	120.74	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$310k	+3%	1.8k	173.36	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$309k		4.3k	71.84	View chart
Diageo Adr (DEO)	0.0	$306k		2.4k	126.08	View chart
Sable Offshore Corp Stock (SOC)	0.0	$301k		20k	15.07	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$301k		3.3k	92.54	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$288k		3.1k	92.62	View chart
Starbucks Corp Stock (SBUX)	0.0	$281k		3.6k	77.85	View chart
Equifax Stock (EFX)	0.0	$281k	-3%	1.2k	242.46	View chart
Micron Technology Stock (MU)	0.0	$278k		2.1k	131.53	View chart
Elevance Health Stock (ELV)	0.0	$276k		509.00	541.86	View chart
Ameriprise Finl Stock (AMP)	0.0	$274k		642.00	427.11	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$274k		5.8k	47.45	View chart
T-mobile Us Stock (TMUS)	0.0	$271k		1.5k	176.18	View chart
Medtronic Stock (MDT)	0.0	$271k	-92%	3.4k	78.70	View chart
Fiserv Stock (FI)	0.0	$271k		1.8k	149.04	View chart
Paypal Hldgs Stock (PYPL)	0.0	$270k	-12%	4.7k	58.03	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$267k		5.6k	47.98	View chart
Philip Morris Intl Stock (PM)	0.0	$266k	-2%	2.6k	101.34	View chart
Devon Energy Corp Stock (DVN)	0.0	$266k	NEW	5.6k	47.40	View chart
Citigroup Stock (C)	0.0	$258k		4.1k	63.46	View chart
Carmax Stock (KMX)	0.0	$258k		3.5k	73.34	View chart
Genuine Parts Stock (GPC)	0.0	$254k		1.8k	138.32	View chart
Unilever Adr (UL)	0.0	$254k	-12%	4.6k	54.98	View chart
Tcw Transform Systems Etf Etf (NETZ)	0.0	$247k		3.6k	68.21	View chart
Rollins Stock (ROL)	0.0	$246k	-4%	5.0k	48.79	View chart
Marvell Technology Stock (MRVL)	0.0	$240k		3.4k	69.90	View chart
Deere & Co Stock (DE)	0.0	$238k		636.00	373.63	View chart
Penn Entertainment Stock (PENN)	0.0	$238k		12k	19.36	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$235k		896.00	262.53	View chart
Te Connectivity Stock (TEL)	0.0	$235k		1.6k	150.43	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$232k		4.4k	53.24	View chart
Applied Matls Stock (AMAT)	0.0	$231k	-17%	980.00	235.99	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$231k	-7%	4.5k	51.87	View chart
Abercrombie & Fitch Co Cl A Stock (ANF)	0.0	$227k	NEW	1.3k	177.84	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.0	$226k		3.8k	58.85	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$224k		14k	15.67	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$224k		435.00	514.68	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$220k		3.1k	72.01	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$218k		4.5k	47.92	View chart
Stryker Corporation Stock (SYK)	0.0	$218k	-4%	640.00	340.25	View chart
Martin Marietta Matls Stock (MLM)	0.0	$217k		400.00	541.80	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$213k		977.00	218.20	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$211k	-4%	2.1k	101.63	View chart
Everest Group Stock (EG)	0.0	$211k		553.00	381.02	View chart
Jacobs Solutions Stock (J)	0.0	$209k		1.5k	139.71	View chart
Kkr & Co Stock (KKR)	0.0	$208k	-20%	2.0k	105.24	View chart
American Intl Group Stock (AIG)	0.0	$205k		2.8k	74.24	View chart
Carlyle Secured Lending Cef (CGBD)	0.0	$201k		11k	17.74	View chart
Antero Midstream Corp Stock (AM)	0.0	$193k		13k	14.74	View chart
First Horizon Corporation Stock (FHN)	0.0	$168k		11k	15.77	View chart
Corecivic Reit (CXW)	0.0	$130k		10k	12.98	View chart
Sandridge Energy Stock (SD)	0.0	$129k		10k	12.93	View chart
Astrotech Corp Stock (ASTC)	0.0	$98k		11k	8.90	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$90k		12k	7.44	View chart
Innovage Hldg Corp Stock (INNV)	0.0	$74k		15k	4.96	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 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
Edge Capital Group 2020 Q2 filed Aug. 11, 2020

View all past filings

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