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CIK: 0002011402
Total reported value
$237.7M
$237.7M
92 檔
12.3%
In Q4 2024, Edge Financial Advisors LLC's U.S. equity holdings reached a combined market value of $237.7M, distributed across 92 disclosed stock positions.
During Q4 2024, Edge Financial Advisors 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.19% | — | -12.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.16% | +0.01% | -0.09% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.71% | — | +64.04% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.23% | — | -0.26% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 2.76% | +0.08% | +36.44% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.44% | -0.04% | +12.79% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 2.37% | -0.09% | EXIT | |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.22% | — | +1.79% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | — | -13.83% | |
| 10 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 2.13% | — | -1.09% | |
| 11 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.08% | — | +0.54% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.06% | — | -5.11% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.06% | — | -2.43% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | — | -1.76% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.97% | — | +1.70% | |
| 16 | QEMM | State Street Spdr Msci Emerg | ETF-Other | 1.87% | -0.11% | EXIT | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.77% | — | +2.88% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.67% | — | +1.07% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.66% | — | -6.68% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.09% | +0.39% | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.60% | — | -2.77% | |
| 22 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.56% | — | -5.01% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.53% | — | +1.41% | |
| 24 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 1.52% | — | +0.71% | |
| 25 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-Other | 1.50% | — | -2.88% | |
| 26 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.44% | — | -2.78% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.40% | — | +0.18% | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.39% | — | +0.43% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 1.34% | — | -0.14% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.13% | -1.07% | |
| 31 | ACN | Accenture plc | Stock-Tech | 1.28% | +0.42% | -3.82% | |
| 32 | ISCF | Ishares International Small | ETF-Other | 1.09% | — | +2.56% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.05% | — | +0.45% | |
| 34 | INTF | Ishares International Equity | ETF-Other | 1.03% | — | +1.49% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.03% | — | +0.95% | |
| 36 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 1.00% | — | -2.69% | |
| 37 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.97% | — | +7.15% | |
| 38 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.88% | — | -0.21% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.87% | — | -1.24% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.85% | — | -0.46% | |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.81% | — | -4.48% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.75% | — | +0.62% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | — | +4.66% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | +0.43% | -9.89% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.68% | — | -0.21% | |
| 46 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.68% | — | +2.42% | |
| 47 | EIX | Edison International | Stock-Utilities | 0.63% | — | +0.93% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.63% | — | +0.53% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | — | -0.63% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | -0.21% | +5.18% |
According to official SEC Form 13F filings, Edge Financial Advisors LLC reported a total U.S. public equity portfolio value of $237.7M across 92 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, DFAC) accounted for 12.3% of total reported equity market value during Q4 2024.
During Q4 2024, Edge Financial Advisors LLC's top holdings by market value included SPY (10.2%)、AAPL (6.2%)、DFAC (3.7%). The largest single position, SPY, represented 10.2% of total portfolio value.
In Q4 2024, Edge Financial Advisors 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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