Edge Financial Advisors LLC Top Holdings and 13F Report (2024) → Biden replacement revealed? (From Paradigm Press) (Ad) About Edge Financial Advisors LLCInvestment ActivityEdge Financial Advisors LLC has $113.59 million in total holdings as of March 31, 2024.Edge Financial Advisors LLC owns shares of 127 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $13,717,619Apple $5,304,917Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $3,648,002Vanguard Growth ETF $3,067,078Goldman Sachs ActiveBeta International Equity ETF $3,033,773 Sector AllocationMap of 500 Largest Holdings ofEdge Financial Advisors LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$13,717,61926,22512.1%FinanceAAPLApple$5,304,91730,9364.7%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,648,00235,1683.2%ETFVUGVanguard Growth ETF$3,067,0788,9112.7%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$3,033,77388,9162.7%ETFGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$2,670,16386,6902.4%ETFMSFTMicrosoft$2,405,5565,7242.1%Computer and TechnologyQQQInvesco QQQ$2,041,1704,5971.8%FinanceNFLXNetflix$2,018,7653,3241.8%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$1,915,56723,9861.7%FinanceAMZNAmazon.com$1,901,74610,5431.7%Retail/WholesaleJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$1,875,59235,0931.7%ETFACNAccenture$1,733,8495,0021.5%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$1,522,9042,7371.3%ETFJPMJPMorgan Chase & Co.$1,521,2267,5951.3%FinanceGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$1,485,53322,8381.3%ETFNVDANVIDIA$1,446,9401,6011.3%Computer and TechnologyVOOVanguard S&P 500 ETF$1,424,4162,9371.3%ETFXMHQInvesco S&P MidCap Quality ETF$1,385,74112,5121.2%ETFQEMMSPDR MSCI Emerging Markets StrategicFactors ETF$1,322,07722,8871.2%ETFISCFiShares International Small Cap Equity Factor ETF$1,190,12636,0861.0%ETFTOTLSPDR Doubleline Total Return Tactical ETF$1,181,78629,5081.0%ETFDFACDimensional U.S. Core Equity 2 ETF$1,177,82036,2771.0%ETFPIMCO ETF TR$1,171,73412,8871.0%ACTIVE BD ETFMOATVanEck Morningstar Wide Moat ETF$1,171,60813,0181.0%ETFCOWZPacer US Cash Cows 100 ETF$1,162,56620,0261.0%ETFINTFiShares International Equity Factor ETF$1,161,14138,9121.0%ETFPRFInvesco FTSE RAFI US 1000 ETF$1,145,34129,7721.0%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$1,144,37315,0281.0%ETFSPHQInvesco S&P 500 Quality ETF$1,130,95518,5161.0%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$1,127,89623,9171.0%ETFIJRiShares Core S&P Small-Cap ETF$1,117,89710,1911.0%ETFIEFAiShares Core MSCI EAFE ETF$1,076,05714,4860.9%ETFDUHPDimensional US High Profitability ETF$1,063,71633,2620.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,027,09025,8750.9%ETFDFAIDimensional International Core Equity Market ETF$1,019,53233,6580.9%ETFJPINDiversified Return International Equity ETF$956,82716,9860.8%ETFVBVanguard Small-Cap ETF$908,8263,9530.8%ETFEMEEMCOR Group$874,8002,4980.8%ConstructionXLKTechnology Select Sector SPDR Fund$859,5934,1270.8%ETFVWOVanguard FTSE Emerging Markets ETF$859,46820,5690.8%ETFPAMCPacer Lunt MidCap Multi-Factor Alternator ETF$859,05918,5980.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$849,63433,2540.7%ETFSYLDCambria Shareholder Yield ETF$803,62610,8500.7%ETFPEPPepsiCo$801,6714,5810.7%Consumer StaplesPXHInvesco FTSE RAFI Emerging Markets ETF$795,84140,8600.7%ETFEEMiShares MSCI Emerging Markets ETF$793,13319,3220.7%FinanceDFEVDimensional Emerging Markets Value ETF$788,62130,3510.7%ETFGOOGLAlphabet$768,3855,0910.7%Computer and TechnologyIVOOVanguard S&P Mid-Cap 400 ETF$762,1067,3190.7%ETFVNLAJanus Henderson Short Duration Income ETF$729,78015,0470.6%ETFSOSouthern$677,0409,4380.6%UtilitiesXLFFinancial Select Sector SPDR Fund$661,58315,7070.6%ETFWMTWalmart$641,58210,6630.6%Retail/WholesaleVYMVanguard High Dividend Yield ETF$620,3495,1270.5%ETFEIXEdison International$616,9088,7220.5%UtilitiesLMBSFirst Trust Low Duration Opportunities ETF$591,49712,2590.5%ManufacturingVHTVanguard Health Care ETF$585,3082,2190.5%ETFVVisa$585,2442,0970.5%Business ServicesBRK.BBerkshire Hathaway$578,7111,3770.5%FinanceUCONFirst Trust TCW Unconstrained Plus Bond ETF$576,84523,4490.5%ETFUNHUnitedHealth Group$551,3091,1090.5%MedicalCALFPacer US Small Cap Cash Cows 100 ETF$507,63010,3710.4%ETFJ P MORGAN EXCHANGE TRADED F$500,1919,5220.4%ACTIVE BOND ETFINTUIntuit$494,6527610.4%Computer and TechnologyHSYHershey$474,1922,4380.4%Consumer StaplesDFASDimensional U.S. Small Cap ETF$472,1777,4900.4%ETFABBVAbbVie$462,1822,5380.4%MedicalDUKDuke Energy$461,0174,7670.4%UtilitiesADBEAdobe$459,6919110.4%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$456,64314,9960.4%ETFFTSLFirst Trust Senior Loan ETF$444,0789,6100.4%ManufacturingMAMastercard$440,1059130.4%Business ServicesFASDirexion Daily Financial Bull 3X Shares$438,4643,9080.4%FinanceSSDSimpson Manufacturing$398,0491,9400.4%ConstructionVTIVanguard Total Stock Market ETF$389,9661,5000.3%ETFTSLATesla$389,1992,2140.3%Auto/Tires/TrucksBNDVanguard Total Bond Market ETF$385,7445,3110.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$373,7073,7170.3%ETFDEDeere & Company$371,7209050.3%Industrial ProductsTJXTJX Companies$368,1263,6300.3%Retail/WholesaleBABoeing$364,0131,8860.3%AerospacePRIPrimerica$360,7211,4260.3%FinanceMANHManhattan Associates$357,3281,4280.3%Computer and Technology2023 ETF SERIES TRUST II$353,66811,9080.3%GMO US QUALITY EVOVanguard Mid-Cap ETF$351,4781,4070.3%ETFFIXComfort Systems USA$349,7991,1010.3%ConstructionTTDTrade Desk$349,6804,0000.3%Computer and TechnologyMCDMcDonald's$348,4171,2360.3%Retail/WholesaleGOOGAlphabet$347,5362,2700.3%Computer and TechnologyFCNFTI Consulting$337,7261,6060.3%Business ServicesSRESempra$326,1084,5400.3%UtilitiesSMLFiShares U.S. Small Cap Equity Factor ETF$322,4815,0720.3%ETFCOSTCostco Wholesale$312,7144270.3%Retail/WholesaleABTAbbott Laboratories$309,7172,7250.3%MedicalDFSDiscover Financial Services$299,1472,2820.3%FinanceERXDirexion Daily Energy Bull 2x Shares$298,3024,2130.3%ETFDONWisdomTree U.S. MidCap Dividend Fund$294,3756,0360.3%FinanceVTVVanguard Value ETF$290,9431,7860.3%ETFJLLJones Lang LaSalle$290,8791,4910.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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