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CIK: 0001767220
Total reported value
$2.2B
$2.2B
320 檔
27.3%
At the close of Q1 2024, Edge Capital Group, LLC disclosed equity holdings valued at approximately $2.2B, spread across 320 reported holdings.
During Q1 2024, Edge Capital Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VYM, VOO, SPY) accounted for 27.3% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.67% | — | +3.45% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.97% | — | +6.73% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.41% | — | +1.73% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.93% | — | +2.46% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.52% | — | +4.09% | |
| 6 | VMC | Vulcan Materials Co | Stock-Materials | 2.44% | — | -1.29% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.31% | — | +9.12% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.09% | — | +17.45% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.96% | — | -0.59% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | — | -8.09% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | — | +15.13% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.52% | — | +427.53% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.36% | — | -8.57% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.27% | — | +19.57% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.21% | — | -14.94% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.19% | — | +2.95% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.16% | — | +27.11% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | — | -5.32% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.14% | — | -4.49% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | — | -15.03% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.08% | — | +4.64% | |
| 22 | EVLV | Evolv Technologies Holdings | Stock-Other | 1.07% | — | — | |
| 23 | MS | Morgan Stanley | Stock-Financials | 1.05% | — | +6.24% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.04% | — | +19.99% | |
| 25 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.97% | — | +17.95% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.96% | — | -7.95% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | — | +50.09% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | — | +4.78% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | — | +213.26% | |
| 30 | TRGP | Targa Resources CORP | Stock-Energy | 0.86% | — | +2.47% | |
| 31 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.83% | — | +12.11% | |
| 32 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.82% | — | +166.85% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | — | -4.55% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | — | -26.80% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.67% | — | +8.75% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.67% | — | -15.32% | |
| 37 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.65% | — | +5.01% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | — | +174.20% | |
| 39 | SLB | Slb LTD | Stock-Energy | 0.61% | — | +5.71% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | — | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.53% | — | +17.42% | |
| 42 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.53% | — | -4.16% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | — | -2.97% | |
| 44 | ARCC | Ares Capital CORP | Stock-Financials | 0.52% | — | -4.51% | |
| 45 | IQLT | Ishares Msci International Q | ETF-Other | 0.51% | — | +3.38% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.50% | — | +7.23% | |
| 47 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.49% | — | -12.14% | |
| 48 | BG | Bunge Global SA | Stock-Consumer Staples | 0.49% | — | +13.50% | |
| 49 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.47% | — | — | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.47% | — | +0.98% |
According to official SEC Form 13F filings, Edge Capital Group, LLC reported a total U.S. public equity portfolio value of $2.2B across 320 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Edge Capital Group, LLC's top holdings by market value included VYM (9.7%)、VOO (7.0%)、SPY (6.4%). The largest single position, VYM, represented 9.7% of total portfolio value.
In Q1 2024, Edge Capital Group, 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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