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CIK: 0001599620
Total reported value
$832.8M
$832.8M
110 檔
24.5%
As reported in its official Q4 2024 Form 13F filing, Blue Edge Capital, LLC's tracked investment portfolio stood at $832.8M with 110 total positions.
During Q4 2024, Blue Edge Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.00% | -0.28% | -1.38% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.16% | +0.46% | -0.15% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.04% | -1.05% | -3.70% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.83% | -4.19% | -1.85% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.99% | +0.19% | -10.52% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.35% | -0.06% | -0.18% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.34% | -0.20% | +13.98% | |
| 8 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 3.04% | +0.06% | -5.50% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.87% | -0.23% | -1.94% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.51% | +0.06% | +13.88% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.25% | +2.93% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.32% | +0.16% | +0.97% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.02% | -0.17% | +1.47% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.89% | -0.01% | +65.25% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.19% | +1.35% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.70% | +0.38% | -3.08% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.58% | -0.05% | +3.02% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.45% | -0.17% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.54% | -0.39% | -9.00% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.32% | +0.08% | -0.25% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.32% | +0.92% | -2.25% | |
| 22 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.30% | +0.11% | -1.79% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | -0.06% | +0.56% | |
| 24 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.12% | +0.19% | +2.32% | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.11% | -0.12% | -18.96% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | -0.72% | -4.77% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.02% | +0.48% | +19.97% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.05% | -0.28% | |
| 29 | ✓ | SPDR S&P Midcap 400 | Stock-Other | 0.98% | +0.35% | -1.13% | |
| 30 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-Other | 0.97% | -0.03% | -1.64% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | -0.12% | +1.61% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.23% | +0.29% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.94% | — | -5.51% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.09% | -1.59% | |
| 35 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.89% | -0.06% | +5.30% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.14% | -1.57% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | +0.68% | +2.78% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.78% | -0.82% | -26.19% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.68% | +0.57% | |
| 40 | BLKCHF | Blackrock Inc | Stock-Other | 0.78% | -0.13% | -0.43% | |
| 41 | MLPAUSD | Global X Mlp ETF | ETF-Other | 0.77% | — | -3.29% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.67% | EXIT | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | — | -2.84% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.58% | +7.05% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.55% | EXIT | |
| 46 | PFFD | Global X US Preferred ETF | ETF-Other | 0.60% | -0.49% | EXIT | |
| 47 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.60% | — | -2.08% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.53% | -0.05% | -3.26% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.51% | +0.57% | +0.33% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | — | -1.23% |
According to official SEC Form 13F filings, Blue Edge Capital, LLC reported a total U.S. public equity portfolio value of $832.8M across 110 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, MGK) accounted for 24.5% of total reported equity market value during Q4 2024.
During Q4 2024, Blue Edge Capital, LLC's top holdings by market value included VUG (10.0%)、VTV (8.2%)、MGK (5.0%). The largest single position, VUG, represented 10.0% of total portfolio value.
In Q4 2024, Blue Edge Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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