Edge Financial Advisors

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

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Positions held by Edge Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Edge Financial Advisors

Edge Financial Advisors holds 92 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.2 $11M -12% 20k 586.08
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Apple (AAPL) 6.2 $6.9M 28k 250.42
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.7 $4.2M +64% 120k 34.59
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Vanguard Index Fds Growth Etf (VUG) 3.2 $3.6M 8.8k 410.45
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.8 $3.1M +36% 106k 29.20
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Dimensional Etf Trust Us High Profitab (DUHP) 2.4 $2.7M +12% 81k 33.79
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Ishares Tr Msci Intl Qualty (IQLT) 2.4 $2.7M +22% 72k 37.12
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 2.2 $2.5M 37k 67.03
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $2.4M -13% 4.5k 538.77
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Pacer Fds Tr Lunt Lrgcp Multi (PALC) 2.1 $2.4M 49k 49.24
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 2.1 $2.3M 32k 72.51
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.1 $2.3M -5% 25k 92.72
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.1 $2.3M -2% 41k 56.48
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $2.3M 4.5k 511.27
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Ishares Tr Core Msci Eafe (IEFA) 2.0 $2.2M 31k 70.28
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Spdr Index Shs Fds Msci Emrg Mkts (QEMM) 1.9 $2.1M 37k 57.06
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.8 $2.0M +2% 76k 26.19
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $1.9M 43k 44.04
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.7 $1.9M -6% 16k 115.18
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JPMorgan Chase & Co. (JPM) 1.7 $1.9M 7.7k 239.72
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.6 $1.8M -2% 68k 26.21
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 1.6 $1.7M -5% 85k 20.48
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Ishares Tr Msci Eafe Etf (EFA) 1.5 $1.7M 23k 75.61
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.5 $1.7M 16k 105.50
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Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 1.5 $1.7M -2% 36k 46.40
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Cambria Etf Tr Shshld Yield Etf (SYLD) 1.4 $1.6M -2% 24k 68.47
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $1.6M 2.8k 569.55
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.4 $1.6M 16k 98.47
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Vanguard Index Fds Small Cp Etf (VB) 1.3 $1.5M 6.2k 240.27
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Microsoft Corporation (MSFT) 1.3 $1.5M 3.5k 421.52
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Accenture Plc Ireland Shs Class A (ACN) 1.3 $1.4M -3% 4.1k 351.82
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Ishares Tr International Sl (ISCF) 1.1 $1.2M +2% 38k 32.28
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.0 $1.2M 29k 40.34
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Ishares Tr Intl Eqty Factor (INTF) 1.0 $1.2M 40k 28.72
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Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.2M 10k 115.22
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 1.0 $1.1M -2% 22k 51.88
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $1.1M +7% 17k 65.08
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.9 $980k 29k 33.34
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.9 $979k 32k 30.78
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Select Sector Spdr Tr Technology (XLK) 0.9 $954k 4.1k 232.54
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Pacer Fds Tr Pacer Us Small (CALF) 0.8 $904k -4% 21k 44.01
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Southern Company (SO) 0.7 $834k 10k 82.32
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Amazon (AMZN) 0.7 $828k +4% 3.8k 219.39
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Tesla Motors (TSLA) 0.7 $809k -9% 2.0k 403.84
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Select Sector Spdr Tr Financial (XLF) 0.7 $763k 16k 48.33
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.7 $761k +2% 24k 31.92
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Edison International (EIX) 0.6 $710k 8.9k 79.84
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $708k 17k 41.82
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Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $647k 5.1k 127.58
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NVIDIA Corporation (NVDA) 0.5 $611k +5% 4.5k 134.30
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.5 $557k 10k 53.56
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Vanguard World Health Car Etf (VHT) 0.5 $555k 2.2k 253.71
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Pepsi (PEP) 0.5 $534k 3.5k 152.04
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Abbvie (ABBV) 0.5 $523k 2.9k 177.71
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Duke Energy Corp Com New (DUK) 0.5 $523k 4.9k 107.74
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Mastercard Incorporated Cl A (MA) 0.4 $481k 913.00 526.67
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Costco Wholesale Corporation (COST) 0.4 $420k +12% 458.00 916.76
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Sempra Energy (SRE) 0.4 $404k 4.6k 87.73
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Hershey Company (HSY) 0.3 $389k 2.3k 169.35
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Deere & Company (DE) 0.3 $384k 906.00 423.87
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Alphabet Cap Stk Cl C (GOOG) 0.3 $374k 2.0k 190.44
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $369k 1.4k 264.05
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Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.3 $369k 5.3k 69.14
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Wal-Mart Stores (WMT) 0.3 $356k -7% 3.9k 90.35
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $354k +9% 781.00 453.28
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McDonald's Corporation (MCD) 0.3 $351k -2% 1.2k 289.89
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Constellation Energy (CEG) 0.3 $341k 1.5k 223.72
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $322k 801.00 401.78
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $321k -20% 1.7k 189.34
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Wisdomtree Tr Us Midcap Divid (DON) 0.3 $310k 6.1k 50.97
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Vanguard Index Fds Value Etf (VTV) 0.3 $306k 1.8k 169.26
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Boeing Company (BA) 0.3 $306k 1.7k 177.02
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.3 $292k -3% 4.3k 67.50
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Wisdomtree Tr Us High Dividend (DHS) 0.3 $284k 3.0k 93.37
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Meta Platforms Cl A (META) 0.3 $280k +10% 478.00 586.00
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Abbott Laboratories (ABT) 0.2 $277k 2.4k 113.09
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $271k NEW 842.00 322.16
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $268k 9.4k 28.32
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $265k +17% 913.00 289.85
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Public Service Enterprise (PEG) 0.2 $264k 3.1k 84.50
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $263k 938.00 280.12
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Broadcom (AVGO) 0.2 $251k NEW 1.1k 231.80
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Booking Holdings (BKNG) 0.2 $251k 50.00 5010.26
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Ameren Corporation (AEE) 0.2 $249k 2.8k 89.13
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Vanguard World Inf Tech Etf (VGT) 0.2 $248k NEW 399.00 622.33
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $248k 2.0k 126.76
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Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.2 $241k 2.8k 86.28
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Walt Disney Company (DIS) 0.2 $239k NEW 2.1k 111.36
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Home Depot (HD) 0.2 $239k +20% 613.00 388.99
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Mondelez Intl Cl A (MDLZ) 0.2 $237k 4.0k 59.73
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Moody's Corporation (MCO) 0.2 $219k -8% 463.00 473.25
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Eaton Vance Senior Floating Rate Fund (EFR) 0.1 $146k +2% 11k 12.80
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Past Filings by Edge Financial Advisors

SEC 13F filings are viewable for Edge Financial Advisors going back to 2024