Edge Financial Advisors LLC Purchases and Sells in Q4 2025

Edge Financial Advisors LLC

$238 Billion
Q4 2025

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	265K + 231.3%	$71.0 - $74.64 $18.8M - $19.8M	380K $28.2B
AMERICAN CENTY ETF TR	121K + 279.76%	N/A	165K $12.1B
TSLA	131 + 6.29%	$401.99 - $468.37 $52.7K - $61.4K	2.21K $1.99B
ACN	28 + 0.79%	$234.02 - $253.35 $6.55K - $7.09K	3.57K $1.92B
JEPI	16.5K + 130.9%	$56.0 - $57.6 $924K - $951K	29.1K $1.67B
ALLSPRING EXCHANGE TRADED FU	37.5K + 81.25%	N/A	83.7K $2.09B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEUBERGER BERMAN ETF TRUST	23.8K New	N/A	23.8K $649M
BLACKROCK ETF TRUST	13.6K New	N/A	13.6K $431M
MRK	2.04K New	$82.49 - $92.93 $168K - $190K	2.04K $430M
UBS	4.37K New	$37.56 - $41.1 $164K - $179K	4.37K $404M
AVRE	9.19K New	$43.28 - $45.31 $398K - $416K	9.19K $400M
JEPQ	5.64K New	$56.33 - $59.22 $318K - $334K	5.64K $328M

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-122K - 65.76%	$142.79 - $150.05 $17.4M - $18.3M	63.6K $9.45B
IXUS	-84K - 59.49%	$81.21 - $85.27 $6.82M - $7.17M	57.2K $4.84B
GOOGL	-726 - 41.56%	$236.57 - $291.31 $172K - $211K	1.02K $319M
NVDA	-914 - 13.75%	$179.83 - $207.04 $164K - $189K	5.73K $2.14B
JPST	-4.78K - 17.91%	$50.57 - $50.77 $241K - $242K	21.9K $1.11B
PEG	-2.39K - 29.7%	$79.86 - $84.83 $191K - $203K	5.65K $454M

Activity Summary All Purchases 74 New Holdings 8 Increased Positions 66 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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