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, VOO, VEA, and represent 31.33% of Edge Capital Group's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$75M), VIGI (+$74M), IJR (+$29M), COWZ (+$25M), MSFT (+$19M), KO (+$16M), JNJ (+$15M), WMT (+$8.2M), MRK (+$7.5M), IWF (+$7.2M).
- Started 36 new stock positions in SPYD, DHI, AZO, PGR, RJF, SCHD, SJM, Rubicon Technologies, FERG, CSL.
- Reduced shares in these 10 stocks: BRK.A (-$4.4B), INTU (-$117M), IWN (-$88M), GS (-$70M), , NFLX (-$32M), BDX (-$24M), PG (-$14M), WFC.PL (-$10M), COST (-$8.5M).
- Sold out of its positions in CINF, Tuttle Capital Short Innovation ETF, FANG, FMC, GSK, ING, IWP, SOXX, SUB, EFG.
- Edge Capital Group was a net seller of stock by $-4.6B.
- Edge Capital Group has $1.2B in assets under management (AUM), dropping by 5.10%.
- Central Index Key (CIK): 0001767220
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Portfolio Holdings for Edge Capital Group
Edge Capital Group holds 351 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 11.0 | $134M | +5% | 1.4M | 94.88 | |
| Spdr S&p 500 Etf Trust Etf (SPY) | 6.8 | $83M | +920% | 232k | 357.18 | |
| Vanguard International Dividend Appreciation Etf Etf (VIGI) | 6.1 | $74M | +59549% | 1.2M | 61.99 | |
| Vanguard S&p 500 Etf Etf (VOO) | 4.5 | $55M | 168k | 328.30 | ||
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 2.9 | $35M | +22% | 958k | 36.36 | |
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 2.7 | $33M | +13% | 777k | 42.98 | |
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 2.7 | $33M | +7% | 149k | 219.26 | |
| Ishares Core S&p Small Cap Etf Etf (IJR) | 2.4 | $29M | +32846% | 332k | 87.19 | |
| Pacer Us Cash Cows 100 Etf Etf (COWZ) | 2.1 | $25M | +12054% | 619k | 41.02 | |
| Vanguard Dividend Appreciation Etf Etf (VIG) | 1.9 | $23M | 171k | 135.16 | ||
| Ishares Core Msci Eafe Etf Etf (IEFA) | 1.9 | $23M | -14% | 439k | 52.67 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 1.7 | $21M | -16% | 155k | 135.99 | |
| Microsoft Corp Stock (MSFT) | 1.6 | $19M | +2841% | 83k | 232.90 | |
| Apple Stock (AAPL) | 1.4 | $16M | 119k | 138.20 | ||
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| Coca Cola Stock (KO) | 1.3 | $16M | +924925% | 287k | 56.02 | |
| Johnson & Johnson Stock (JNJ) | 1.3 | $16M | +2386% | 95k | 163.36 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.0 | $13M | +14% | 344k | 36.49 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 1.0 | $13M | 35k | 358.64 | ||
| Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV) | 1.0 | $12M | 5.5M | 2.12 | ||
| Broadcom Stock (AVGO) | 0.9 | $11M | 26k | 444.00 | ||
| Qualcomm Stock (QCOM) | 0.9 | $11M | 98k | 112.98 | ||
| Walmart Stock (WMT) | 0.9 | $11M | +285% | 85k | 129.70 | |
| Nextera Energy Stock (NEE) | 0.9 | $11M | 136k | 78.41 | ||
| Morgan Stanley Stock (MS) | 0.9 | $11M | 133k | 79.01 | ||
| Jpmorgan Chase & Co Stock (JPM) | 0.9 | $10M | +27% | 100k | 104.50 | |
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.8 | $10M | +32% | 128k | 80.18 | |
| Albemarle Corp Stock (ALB) | 0.8 | $10M | 39k | 264.45 | ||
| Raytheon Technologies Corp Stock (RTX) | 0.8 | $9.6M | 118k | 81.86 | ||
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.8 | $9.4M | +9% | 98k | 96.34 | |
| Vanguard Small-cap Etf Etf (VB) | 0.8 | $9.4M | +87% | 55k | 170.91 | |
| Crown Castle Reit (CCI) | 0.8 | $9.3M | 64k | 144.55 | ||
| Astrazeneca Adr (AZN) | 0.7 | $9.1M | 165k | 54.84 | ||
| Targa Res Corp Stock (TRGP) | 0.7 | $8.7M | 145k | 60.34 | ||
| Merck & Co Stock (MRK) | 0.6 | $7.8M | +2241% | 91k | 86.12 | |
| Kraft Heinz Stock (KHC) | 0.6 | $7.8M | +18% | 232k | 33.35 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.6 | $7.5M | +1961% | 36k | 210.41 | |
| Union Pac Corp Stock (UNP) | 0.6 | $7.4M | -5% | 38k | 194.81 | |
| Cme Group Stock (CME) | 0.6 | $7.2M | +30187% | 41k | 177.13 | |
| Vanguard Information Technology Etf Etf (VGT) | 0.6 | $7.1M | +180% | 23k | 307.36 | |
| Chevron Corp Stock (CVX) | 0.6 | $7.0M | +20% | 49k | 143.67 | |
| Diageo Adr (DEO) | 0.6 | $6.9M | +765% | 41k | 169.80 | |
| Exxon Mobil Corp Stock (XOM) | 0.6 | $6.8M | +8% | 78k | 87.30 | |
| BP Adr (BP) | 0.6 | $6.8M | +26376% | 237k | 28.55 | |
| Ishares Global Energy Etf Etf (IXC) | 0.6 | $6.7M | +20% | 202k | 33.33 | |
| Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) | 0.5 | $6.6M | NEW | 237k | 27.83 | |
| Spdr Gold Shares Etf (GLD) | 0.5 | $6.5M | +843500% | 42k | 154.67 | |
| Schlumberger Ltd Com Stk Stock (SLB) | 0.5 | $6.3M | +19580% | 176k | 35.90 | |
| Vanguard U.s. Momentum Factor Etf Etf (VFMO) | 0.5 | $6.2M | +1197% | 58k | 105.77 | |
| Amazon Stock (AMZN) | 0.5 | $6.0M | +2% | 54k | 112.99 | |
| Coca-cola Europacific Partners Stock (CCEP) | 0.5 | $5.8M | -14% | 136k | 42.62 | |
| Shell Plc Spon Ads Adr (SHEL) | 0.4 | $5.4M | +25980% | 109k | 49.76 | |
| Relx Adr (RELX) | 0.4 | $5.1M | 211k | 24.31 | ||
| Ishares Msci Eafe Etf Etf (EFA) | 0.4 | $5.1M | -16% | 91k | 56.01 | |
| American Express Stock (AXP) | 0.4 | $5.1M | 38k | 134.91 | ||
| Hca Healthcare Stock (HCA) | 0.4 | $5.0M | +148% | 27k | 183.79 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $5.0M | +4616% | 19k | 267.01 | |
| J.p. Morgan Alerian Mlp Index Etn Etf (AMJ) | 0.4 | $4.7M | +2683% | 234k | 20.06 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $4.5M | +1890% | 47k | 96.14 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.4 | $4.4M | -15% | 65k | 68.56 | |
| Ishares Core S&p Us Value Etf Etf (IUSV) | 0.4 | $4.4M | 70k | 62.60 | ||
| Target Corp Stock (TGT) | 0.4 | $4.3M | -17% | 29k | 148.40 | |
| Enbridge Stock (ENB) | 0.4 | $4.3M | +1895% | 115k | 37.25 | |
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $4.3M | +103% | 45k | 95.64 | |
| Novo-nordisk A S Adr (NVO) | 0.4 | $4.3M | 43k | 99.62 | ||
| Lilly Eli & Co Stock (LLY) | 0.3 | $4.2M | +2% | 13k | 323.35 | |
| Golub Cap Bdc Cef (GBDC) | 0.3 | $4.2M | +11% | 338k | 12.39 | |
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $4.1M | -99% | 10.00 | 406500.00 | |
| Vaneck Semiconductor Etf Etf (SMH) | 0.3 | $4.1M | 22k | 185.13 | ||
| Bk Of America Corp Stock (BAC) | 0.3 | $3.9M | +12% | 130k | 30.20 | |
| Ishares Msci Intl Quality Factor Etf Etf (IQLT) | 0.3 | $3.6M | NEW | 131k | 27.78 | |
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.3 | $3.6M | +3% | 14k | 257.29 | |
| Honeywell Intl Stock (HON) | 0.3 | $3.5M | +3959% | 21k | 166.96 | |
| Procter And Gamble Stock (PG) | 0.3 | $3.5M | -80% | 28k | 126.26 | |
| Home Depot Stock (HD) | 0.3 | $3.5M | +424% | 13k | 275.98 | |
| Rubicon Technologies Inc Cl A Stock | 0.3 | $3.4M | NEW | 1.6M | 2.13 | |
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.3 | $3.3M | -13% | 56k | 58.52 | |
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.3 | $3.1M | +796% | 90k | 34.87 | |
| Newmarket Corp Stock (NEU) | 0.3 | $3.1M | 10k | 300.81 | ||
| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $3.0M | -5% | 18k | 164.92 | |
| Aflac Stock (AFL) | 0.2 | $3.0M | +3% | 53k | 56.21 | |
| Vanguard Value Etf Etf (VTV) | 0.2 | $3.0M | -16% | 24k | 123.48 | |
| Abiomed Stock (ABMD) | 0.2 | $3.0M | 12k | 245.67 | ||
| Ishares Russell 3000 Etf Etf (IWV) | 0.2 | $2.9M | 14k | 207.07 | ||
| Lockheed Martin Corp Stock (LMT) | 0.2 | $2.9M | +2% | 7.4k | 386.27 | |
| Technology Select Sector Spdr Fund Etf (XLK) | 0.2 | $2.8M | -75% | 23k | 118.77 | |
| Air Prods & Chems Stock (APD) | 0.2 | $2.7M | +5% | 12k | 232.71 | |
| Nutrien Stock (NTR) | 0.2 | $2.6M | +9% | 31k | 83.75 | |
| V F Corp Stock (VFC) | 0.2 | $2.5M | +4800% | 85k | 29.91 | |
| Oneok Stock (OKE) | 0.2 | $2.4M | 48k | 51.24 | ||
| Allied Motion Technologies Stock (AMOT) | 0.2 | $2.4M | +1329% | 83k | 28.63 | |
| Rockwell Automation Stock (ROK) | 0.2 | $2.3M | +5% | 11k | 215.15 | |
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.2 | $2.3M | +3985% | 53k | 42.36 | |
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $2.2M | -22% | 18k | 127.26 | |
| Sabine Rty Tr Unit Ben Int Stock (SBR) | 0.2 | $2.2M | -51% | 31k | 71.09 | |
| Global X U.s. Infrastructure Development Etf Etf (PAVE) | 0.2 | $2.1M | +7216% | 92k | 23.06 | |
| Albertsons Cos Stock (ACI) | 0.2 | $2.0M | +17% | 80k | 24.86 | |
| Conocophillips Stock (COP) | 0.2 | $2.0M | 20k | 102.32 | ||
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.2 | $2.0M | +50% | 189k | 10.52 | |
| Vanguard Russell 2000 Etf Etf (VTWO) | 0.2 | $2.0M | +8% | 30k | 66.64 | |
| Invesco Qqq Trust Etf (QQQ) | 0.2 | $1.9M | +15272% | 7.2k | 267.27 | |
| Ishares Select Dividend Etf Etf (DVY) | 0.2 | $1.9M | +14% | 18k | 107.24 | |
| Kla Corp Stock (KLAC) | 0.2 | $1.9M | +3% | 6.3k | 302.59 | |
| Texas Pacific Land Corporation Stock (TPL) | 0.1 | $1.8M | 1.0k | 1777.23 | ||
| Visa Inc Com Cl A Stock (V) | 0.1 | $1.7M | 9.8k | 177.70 | ||
| Meta Platforms Inc Cl A Stock (META) | 0.1 | $1.7M | -14% | 13k | 135.70 | |
| Pepsico Stock (PEP) | 0.1 | $1.6M | -56% | 9.7k | 163.23 | |
| Equitable Hldgs Stock (EQH) | 0.1 | $1.6M | +21889% | 60k | 26.35 | |
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.6M | 3.1k | 507.09 | ||
| Enterprise Prods Partners Stock (EPD) | 0.1 | $1.5M | +124058% | 62k | 23.78 | |
| Ishares Msci Emerging Markets Asia Etf Etf (EEMA) | 0.1 | $1.4M | 24k | 57.39 | ||
| Automatic Data Processing Stock (ADP) | 0.1 | $1.4M | -46% | 6.1k | 226.19 | |
| Ferguson Stock (FERG) | 0.1 | $1.4M | NEW | 13k | 104.94 | |
| Unitedhealth Group Stock (UNH) | 0.1 | $1.3M | 2.7k | 505.08 | ||
| Navitas Semiconductor Corp Stock (NVTS) | 0.1 | $1.3M | -24% | 277k | 4.85 | |
| Cousins Pptys Reit (CUZ) | 0.1 | $1.3M | 56k | 23.35 | ||
| Amgen Stock (AMGN) | 0.1 | $1.3M | 5.5k | 225.45 | ||
| Northern Tr Corp Stock (NTRS) | 0.1 | $1.2M | +8% | 15k | 85.59 | |
| Eog Res Stock (EOG) | 0.1 | $1.2M | -4% | 11k | 111.72 | |
| Disney Walt Stock (DIS) | 0.1 | $1.2M | 13k | 94.33 | ||
| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $1.2M | -20% | 6.4k | 187.91 | |
| Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ) | 0.1 | $1.2M | -61% | 20k | 58.54 | |
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.1 | $1.2M | 19k | 60.53 | ||
| Citigroup Stock (C) | 0.1 | $1.1M | 27k | 41.65 | ||
| Abbott Labs Stock (ABT) | 0.1 | $1.1M | +6% | 12k | 96.73 | |
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $1.1M | -55% | 101k | 11.03 | |
| Pfizer Stock (PFE) | 0.1 | $1.0M | +3% | 24k | 43.77 | |
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.1 | $1.0M | +39611% | 3.6k | 287.35 | |
| Nike Inc Cl B Stock (NKE) | 0.1 | $1.0M | 12k | 83.09 | ||
| Vanguard Growth Etf Etf (VUG) | 0.1 | $967k | -17% | 4.5k | 213.89 | |
| Prologis Reit (PLD) | 0.1 | $958k | -85% | 9.4k | 101.57 | |
| Reynolds Consumer Prods Stock (REYN) | 0.1 | $957k | NEW | 37k | 26.00 | |
| Runway Growth Finance Corp Stock (RWAY) | 0.1 | $949k | +22% | 84k | 11.37 | |
| Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $947k | -61% | 12k | 80.16 | |
| Global Pmts Stock (GPN) | 0.1 | $938k | +27% | 8.7k | 108.01 | |
| Danaher Corporation Stock (DHR) | 0.1 | $931k | 3.6k | 258.40 | ||
| Oracle Corp Stock (ORCL) | 0.1 | $930k | +92% | 15k | 61.10 | |
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.1 | $917k | -9% | 19k | 48.16 | |
| Costco Whsl Corp Stock (COST) | 0.1 | $902k | -90% | 1.9k | 472.50 | |
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $884k | NEW | 13k | 66.45 | |
| Nvidia Corporation Stock (NVDA) | 0.1 | $872k | -41% | 7.2k | 121.38 | |
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $863k | +63% | 6.0k | 143.38 | |
| Snowflake Inc Cl A Stock (SNOW) | 0.1 | $861k | 5.1k | 169.99 | ||
| Citizens Finl Group Stock (CFG) | 0.1 | $861k | 25k | 34.37 | ||
| Norfolk Southn Corp Stock (NSC) | 0.1 | $853k | 4.1k | 209.69 | ||
| Roper Technologies Stock (ROP) | 0.1 | $846k | 2.4k | 359.39 | ||
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $846k | -89% | 3.0k | 284.27 | |
| Truist Finl Corp Stock (TFC) | 0.1 | $816k | -47% | 19k | 43.56 | |
| Globe Life Stock (GL) | 0.1 | $814k | +669% | 8.2k | 99.74 | |
| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $810k | 4.1k | 197.22 | ||
| Rithm Capital Corp Reit (RITM) | 0.1 | $806k | 110k | 7.32 | ||
| Invesco Advantage Mun Income T Sh Ben Int Cef (VKI) | 0.1 | $801k | 99k | 8.12 | ||
| Intel Corp Stock (INTC) | 0.1 | $794k | +76% | 31k | 25.77 | |
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.1 | $774k | +35% | 18k | 41.99 | |
| Dcp Midstream Lp Com Ut Ltd Ptn Stock (DCP) | 0.1 | $751k | +3089% | 20k | 37.55 | |
| Abbvie Stock (ABBV) | 0.1 | $727k | 5.4k | 134.23 | ||
| Mcdonalds Corp Stock (MCD) | 0.1 | $726k | 3.1k | 230.55 | ||
| Ishares Msci Eafe Value Etf Etf (EFV) | 0.1 | $718k | -77% | 19k | 38.55 | |
| Canadian Natl Ry Stock (CNI) | 0.1 | $702k | NEW | 6.5k | 108.00 | |
| Texas Instrs Stock (TXN) | 0.1 | $701k | +2% | 4.5k | 154.85 | |
| Salesforce Stock (CRM) | 0.1 | $696k | -37% | 4.8k | 143.80 | |
| Unilever Adr (UL) | 0.1 | $695k | -87% | 16k | 43.82 | |
| Royalty Pharma Plc Shs Class A Stock (RPRX) | 0.1 | $687k | NEW | 17k | 40.18 | |
| Phillips 66 Stock (PSX) | 0.1 | $682k | 8.4k | 80.77 | ||
| Cisco Sys Stock (CSCO) | 0.1 | $653k | +5% | 16k | 40.03 | |
| At&t Stock (T) | 0.1 | $652k | +5% | 43k | 15.33 | |
| Airbnb Inc Com Cl A Stock (ABNB) | 0.1 | $644k | -12% | 6.1k | 105.02 | |
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $633k | 3.8k | 164.76 | ||
| Flexshares Quality Dividend Defensive Index Fund Etf (QDEF) | 0.1 | $627k | 14k | 45.96 | ||
| Southern Stock (SO) | 0.1 | $624k | -90% | 9.2k | 68.03 | |
| Advanced Micro Devices Stock (AMD) | 0.1 | $621k | -2% | 9.8k | 63.35 | |
| Mr Cooper Group Stock (COOP) | 0.1 | $608k | 15k | 40.53 | ||
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $600k | 2.7k | 223.88 | ||
| Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) | 0.0 | $597k | 13k | 45.70 | ||
| Paypal Hldgs Stock (PYPL) | 0.0 | $594k | -4% | 6.9k | 86.06 | |
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $591k | -67% | 3.3k | 179.42 | |
| First Bancorp N C Stock (FBNC) | 0.0 | $589k | -59% | 16k | 36.59 | |
| Kinder Morgan Inc Del Stock (KMI) | 0.0 | $574k | -11% | 35k | 16.63 | |
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $560k | +14% | 3.5k | 160.18 | |
| Adobe Systems Incorporated Stock (ADBE) | 0.0 | $551k | -73% | 2.0k | 275.36 | |
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $550k | +15% | 12k | 44.35 | |
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $549k | -99% | 4.3k | 129.02 | |
| Altria Group Stock (MO) | 0.0 | $541k | +37% | 13k | 40.42 | |
| International Business Machs Stock (IBM) | 0.0 | $539k | 4.5k | 118.85 | ||
| Kinsale Cap Group Stock (KNSL) | 0.0 | $532k | -89% | 2.1k | 255.28 | |
| Magellan Midstream Prtnrs Lp Com Unit Rp Stock (MMP) | 0.0 | $528k | 11k | 47.55 | ||
| Wells Fargo Stock (WFC) | 0.0 | $498k | -2% | 12k | 40.23 | |
| Pimco Enhanced Short Maturity Active Etf Etf (MINT) | 0.0 | $475k | -34% | 4.8k | 98.88 | |
| Colgate Palmolive Stock (CL) | 0.0 | $464k | 6.6k | 70.29 | ||
| Duke Energy Corp Stock (DUK) | 0.0 | $440k | 4.7k | 93.02 | ||
| Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) | 0.0 | $435k | -95% | 365.00 | 1191.78 | |
| General Dynamics Corp Stock (GD) | 0.0 | $430k | 2.0k | 212.35 | ||
| Knowbe4 Inc Cl A Stock (KNBE) | 0.0 | $428k | 21k | 20.83 | ||
| Netflix Stock (NFLX) | 0.0 | $422k | -98% | 1.8k | 235.62 | |
| Dow Stock (DOW) | 0.0 | $420k | -82% | 9.6k | 43.94 | |
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $412k | 1.0k | 401.95 | ||
| Regions Financial Corp Stock (RF) | 0.0 | $412k | -14% | 21k | 20.07 | |
| Ishares Msci Acwi Etf Etf (ACWI) | 0.0 | $410k | 5.3k | 77.75 | ||
| Starbucks Corp Stock (SBUX) | 0.0 | $405k | -81% | 4.8k | 84.18 | |
| Spdr Dow Jones Global Real Estate Etf Etf (RWO) | 0.0 | $400k | 10k | 38.68 | ||
| Verizon Communications Stock (VZ) | 0.0 | $398k | -95% | 11k | 38.00 | |
| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $395k | +2% | 13k | 30.34 | |
| Chimera Invt Corp Reit (CIM) | 0.0 | $392k | 75k | 5.23 | ||
| Unum Group Stock (UNM) | 0.0 | $390k | -51% | 10k | 38.79 | |
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.0 | $383k | 5.4k | 71.36 | ||
| Travelers Companies Stock (TRV) | 0.0 | $380k | 2.5k | 153.35 | ||
| Palo Alto Networks Stock (PANW) | 0.0 | $379k | +347% | 2.3k | 163.64 | |
| Autodesk Stock (ADSK) | 0.0 | $375k | +8% | 2.0k | 186.66 | |
| Cvs Health Corp Stock (CVS) | 0.0 | $374k | -94% | 3.9k | 95.43 | |
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $369k | 3.8k | 96.04 | ||
| Invesco Municipal Trust Cef (VKQ) | 0.0 | $366k | 40k | 9.15 | ||
| Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE) | 0.0 | $365k | 16k | 23.47 | ||
| Corteva Stock (CTVA) | 0.0 | $364k | 6.4k | 57.10 | ||
| Lam Research Corp Stock (LRCX) | 0.0 | $359k | -4% | 982.00 | 365.58 | |
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.0 | $359k | -75% | 4.8k | 74.36 | |
| Boeing Stock (BA) | 0.0 | $357k | -6% | 2.9k | 121.18 | |
| Prudential Finl Stock (PRU) | 0.0 | $357k | +14265% | 4.2k | 85.69 | |
| RH Stock (RH) | 0.0 | $347k | NEW | 1.4k | 246.27 | |
| Caterpillar Stock (CAT) | 0.0 | $342k | -79% | 2.1k | 164.03 | |
| Williams Cos Stock (WMB) | 0.0 | $339k | 12k | 28.67 | ||
| Dimensional Us Core Equity 2 Etf Etf (DFAC) | 0.0 | $337k | NEW | 15k | 22.24 | |
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $334k | -56% | 3.3k | 102.42 | |
| Lowes Cos Stock (LOW) | 0.0 | $332k | 1.8k | 188.00 | ||
| Medtronic Stock (MDT) | 0.0 | $332k | -90% | 4.1k | 80.70 | |
| Dupont De Nemours Stock (DD) | 0.0 | $325k | -93% | 6.4k | 50.45 | |
| Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) | 0.0 | $323k | NEW | 8.6k | 37.61 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $321k | +713% | 11k | 29.29 | |
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $320k | +155% | 4.4k | 72.10 | |
| Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) | 0.0 | $310k | NEW | 8.7k | 35.46 | |
| Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP) | 0.0 | $307k | 28k | 10.93 | ||
| Goldman Sachs Group Stock (GS) | 0.0 | $304k | -99% | 1.0k | 293.15 | |
| Cullen Frost Bankers Stock (CFR) | 0.0 | $302k | 2.3k | 132.40 | ||
| Sentinelone Inc Cl A Stock (S) | 0.0 | $299k | 12k | 25.58 | ||
| Devon Energy Corp Stock (DVN) | 0.0 | $298k | +112% | 5.0k | 60.07 | |
| Lennar Corp Cl A Stock (LEN) | 0.0 | $295k | -84% | 4.0k | 74.61 | |
| Martin Marietta Matls Stock (MLM) | 0.0 | $288k | -2% | 895.00 | 321.79 | |
| Vanguard Long-term Treasury Etf Etf (VGLT) | 0.0 | $277k | NEW | 4.4k | 63.04 | |
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.0 | $275k | 3.5k | 79.64 | ||
| State Str Corp Stock (STT) | 0.0 | $272k | -94% | 4.5k | 60.90 | |
| Invesco Tr Invt Grade Muns Cef (VGM) | 0.0 | $271k | 29k | 9.36 | ||
| Progressive Corp Stock (PGR) | 0.0 | $267k | NEW | 2.3k | 116.09 | |
| Kraneshares Csi China Internet Etf Etf (KWEB) | 0.0 | $267k | +6% | 11k | 24.65 | |
| Comerica Stock (CMA) | 0.0 | $265k | +46550% | 3.7k | 71.01 | |
| Vanguard S&p Small-cap 600 Etf Etf (VIOO) | 0.0 | $265k | +2% | 1.6k | 161.29 | |
| Bristol-myers Squibb Stock (BMY) | 0.0 | $259k | -3% | 3.6k | 71.10 | |
| Hess Corp Stock (HES) | 0.0 | $259k | -41% | 2.4k | 108.92 | |
| Chubb Stock (CB) | 0.0 | $258k | +61% | 1.4k | 181.82 | |
| Kkr Real Estate Fin Tr Reit (KREF) | 0.0 | $257k | -45% | 16k | 16.25 | |
| Philip Morris Intl Stock (PM) | 0.0 | $253k | +5% | 3.0k | 83.03 | |
| Dominion Energy Stock (D) | 0.0 | $250k | +5% | 3.6k | 68.98 | |
| Ishares Msci Eafe Small-cap Etf Etf (SCZ) | 0.0 | $249k | -13% | 5.1k | 48.72 | |
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.0 | $249k | -5% | 4.3k | 57.88 | |
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $243k | NEW | 7.4k | 32.90 | |
| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $243k | 1.9k | 128.64 | ||
| Antero Midstream Corp Stock (AM) | 0.0 | $238k | 26k | 9.17 | ||
| Henry Jack & Assoc Stock (JKHY) | 0.0 | $237k | -91% | 1.3k | 182.45 | |
| Vanguard Esg International Stock Etf Etf (VSGX) | 0.0 | $237k | NEW | 5.5k | 43.41 | |
| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.0 | $236k | -9% | 7.4k | 31.73 | |
| Novartis Adr (NVS) | 0.0 | $232k | -2% | 3.1k | 75.89 | |
| Pioneer Nat Res Stock (PXD) | 0.0 | $231k | +19% | 1.1k | 216.70 | |
| Focus Finl Partners Inc Com Cl A Stock (FOCS) | 0.0 | $230k | -65% | 7.3k | 31.57 | |
| Autozone Stock (AZO) | 0.0 | $229k | NEW | 107.00 | 2140.19 | |
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $224k | -86% | 1.4k | 161.85 | |
| Vanguard Ftse Europe Etf Etf (VGK) | 0.0 | $221k | -45% | 4.8k | 46.13 | |
| Cheniere Energy Stock (LNG) | 0.0 | $221k | +6% | 1.3k | 165.79 | |
| Invesco S&p 500 Revenue Etf Etf (RWL) | 0.0 | $217k | +71% | 3.2k | 67.06 | |
| Smucker J M Stock (SJM) | 0.0 | $215k | NEW | 1.6k | 137.29 | |
| Becton Dickinson & Co Stock (BDX) | 0.0 | $215k | -99% | 967.00 | 222.34 | |
| Blackrock Stock (BLK) | 0.0 | $212k | +9% | 385.00 | 550.65 | |
| Perkinelmer Stock (PKI) | 0.0 | $211k | 1.8k | 120.23 | ||
| Equifax Stock (EFX) | 0.0 | $207k | -2% | 1.2k | 171.07 | |
| Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO) | 0.0 | $204k | NEW | 2.5k | 83.20 | |
| Oreilly Automotive Stock (ORLY) | 0.0 | $203k | NEW | 289.00 | 702.42 | |
| Alibaba Group Hldg Adr (BABA) | 0.0 | $202k | -10% | 2.5k | 80.16 | |
| Hershey Stock (HSY) | 0.0 | $193k | 877.00 | 220.07 | ||
| Us Bancorp Del Stock (USB) | 0.0 | $188k | +1457% | 4.7k | 40.23 | |
| Eaton Corp Stock (ETN) | 0.0 | $185k | +2% | 1.4k | 133.29 | |
| F N B Corp Stock (FNB) | 0.0 | $180k | 16k | 11.61 | ||
| Tjx Cos Stock (TJX) | 0.0 | $180k | NEW | 2.9k | 61.96 | |
| Blackstone Stock (BX) | 0.0 | $178k | 2.1k | 83.84 | ||
| Ameriprise Finl Stock (AMP) | 0.0 | $173k | -66% | 686.00 | 252.19 | |
| Marvell Technology Stock (MRVL) | 0.0 | $173k | -66% | 4.0k | 42.90 | |
| Intuitive Surgical Stock (ISRG) | 0.0 | $171k | +3% | 913.00 | 187.29 | |
| Sandridge Energy Stock (SD) | 0.0 | $163k | +1500% | 10k | 16.30 | |
| Draftkings Inc New Com Cl A Stock (DKNG) | 0.0 | $162k | NEW | 11k | 15.18 | |
| Owl Rock Capital Corporation Cef (ORCC) | 0.0 | $156k | 15k | 10.40 | ||
| Fidelity Natl Information Svcs Stock (FIS) | 0.0 | $156k | +11% | 2.1k | 75.36 | |
| Equitrans Midstream Corp Stock (ETRN) | 0.0 | $153k | 21k | 7.46 | ||
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $148k | NEW | 18k | 8.13 | |
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $147k | -16% | 98.00 | 1500.00 | |
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $146k | +8% | 974.00 | 149.90 | |
| Emerson Elec Stock (EMR) | 0.0 | $145k | -62% | 2.0k | 73.23 | |
| Gilead Sciences Stock (GILD) | 0.0 | $143k | +9% | 2.3k | 61.64 | |
| Tesla Stock (TSLA) | 0.0 | $137k | +245% | 518.00 | 264.48 | |
| Schwab Charles Corp Stock (SCHW) | 0.0 | $134k | -9% | 1.9k | 71.62 | |
| Cummins Stock (CMI) | 0.0 | $130k | +1722% | 638.00 | 203.76 | |
| Clorox Co Del Stock (CLX) | 0.0 | $130k | +2975% | 1.0k | 128.08 | |
| Carlyle Secured Lending Cef (CGBD) | 0.0 | $129k | +1110% | 11k | 11.40 | |
| Micron Technology Stock (MU) | 0.0 | $125k | 2.5k | 50.04 | ||
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $123k | +44% | 2.2k | 54.69 | |
| Perimeter Solutions Sa Stock (PRM) | 0.0 | $120k | NEW | 15k | 8.00 | |
| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $113k | -21% | 9.9k | 11.45 | |
| S&p Global Stock (SPGI) | 0.0 | $113k | +4% | 371.00 | 304.58 | |
| Genuine Parts Stock (GPC) | 0.0 | $113k | 758.00 | 149.08 | ||
| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.0 | $103k | NEW | 1.1k | 89.64 | |
| Nextera Energy Partners Lp Com Unit Part In Stock (NEP) | 0.0 | $103k | 1.4k | 72.28 | ||
| Masco Corp Stock (MAS) | 0.0 | $102k | NEW | 2.2k | 46.53 | |
| Joby Aviation Stock (JOBY) | 0.0 | $100k | 23k | 4.33 | ||
| Applied Matls Stock (AMAT) | 0.0 | $98k | -71% | 1.2k | 81.94 | |
| American Tower Corp Reit (AMT) | 0.0 | $97k | +13% | 454.00 | 213.66 | |
| Entegris Stock (ENTG) | 0.0 | $93k | +19% | 1.1k | 82.96 | |
| D R Horton Stock (DHI) | 0.0 | $89k | NEW | 1.3k | 67.48 | |
| Innovage Hldg Corp Stock (INNV) | 0.0 | $88k | 15k | 5.87 | ||
| Corecivic Reit (CXW) | 0.0 | $88k | -70% | 10k | 8.80 | |
| General Electric Stock (GE) | 0.0 | $86k | +6% | 1.4k | 61.78 | |
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $75k | -5% | 506.00 | 148.22 | |
| Parker-hannifin Corp Stock (PH) | 0.0 | $67k | 277.00 | 241.88 | ||
| Paychex Stock (PAYX) | 0.0 | $64k | NEW | 566.00 | 113.07 | |
| Docusign Stock (DOCU) | 0.0 | $61k | +12% | 1.2k | 53.04 | |
| Western Midstream Partners Lp Com Unit Lp Int Stock (WES) | 0.0 | $61k | 2.4k | 25.26 | ||
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $57k | -97% | 693.00 | 82.25 | |
| Servicenow Stock (NOW) | 0.0 | $55k | -4% | 145.00 | 379.31 | |
| Cdw Corp Stock (CDW) | 0.0 | $48k | +2% | 306.00 | 156.86 | |
| Genworth Finl Inc Com Cl A Stock (GNW) | 0.0 | $42k | 12k | 3.50 | ||
| Intuit Stock (INTU) | 0.0 | $37k | -99% | 95.00 | 389.47 | |
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $37k | NEW | 554.00 | 66.79 | |
| Agilent Technologies Stock (A) | 0.0 | $37k | +53% | 303.00 | 122.11 | |
| L3harris Technologies Stock (LHX) | 0.0 | $36k | +8% | 173.00 | 208.09 | |
| Cedar Fair L P Depositry Unit Stock (FUN) | 0.0 | $34k | 825.00 | 41.21 | ||
| Hasbro Stock (HAS) | 0.0 | $31k | -25% | 464.00 | 66.81 | |
| Aurora Innovation Inc Class A Stock (AUR) | 0.0 | $27k | 12k | 2.25 | ||
| Microchip Technology Stock (MCHP) | 0.0 | $26k | +8% | 428.00 | 60.75 | |
| Transdigm Group Stock (TDG) | 0.0 | $26k | 50.00 | 520.00 | ||
| Ecolab Stock (ECL) | 0.0 | $24k | NEW | 164.00 | 146.34 | |
| Elevance Health Stock (ELV) | 0.0 | $21k | -99% | 46.00 | 456.52 | |
| Raymond James Finl Stock (RJF) | 0.0 | $20k | NEW | 202.00 | 99.01 | |
| Carlisle Cos Stock (CSL) | 0.0 | $19k | NEW | 69.00 | 275.36 | |
| Sempra Stock (SRE) | 0.0 | $14k | -99% | 92.00 | 152.17 | |
| Illumina Stock (ILMN) | 0.0 | $12k | +8% | 62.00 | 193.55 | |
| Interpublic Group Cos Stock (IPG) | 0.0 | $12k | +13% | 451.00 | 26.61 | |
| Sealed Air Corp Stock (SEE) | 0.0 | $11k | NEW | 251.00 | 43.82 | |
| Snap On Stock (SNA) | 0.0 | $10k | NEW | 51.00 | 196.08 | |
| Keycorp Stock (KEY) | 0.0 | $9.0k | -96% | 593.00 | 15.18 | |
| Gartner Stock (IT) | 0.0 | $7.0k | +333% | 26.00 | 269.23 | |
| Keurig Dr Pepper Stock (KDP) | 0.0 | $5.0k | -97% | 150.00 | 33.33 | |
| Brown & Brown Stock (BRO) | 0.0 | $4.0k | -99% | 66.00 | 60.61 | |
| Centerpoint Energy Stock (CNP) | 0.0 | $2.0k | NEW | 83.00 | 24.10 | |
| Humana Stock (HUM) | 0.0 | $2.0k | -28% | 5.00 | 400.00 | |
| Align Technology Stock (ALGN) | 0.0 | $2.0k | 9.00 | 222.22 | ||
| Atmos Energy Corp Stock (ATO) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 | |
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $0 | -99% | 5.00 | 0.00 | |
| Akazoo Sa Stock | 0.0 | $0 | 78k | 0.00 | ||
Past Filings by Edge Capital Group
SEC 13F filings are viewable for Edge Capital Group going back to 2018
- 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
- Edge Capital Group 2019 Q2 filed July 25, 2019
- Edge Capital Group 2019 Q1 filed May 14, 2019
- Edge Capital Group 2018 Q4 filed Feb. 14, 2019