Edge Financial Advisors LLC Purchases in Q4 2025

Edge Financial Advisors LLC

  • $238 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
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
Tesla, Inc.

Consumer Cyclical
131
+ 6.29%
$401.99 - $468.37 $52.7K - $61.4K
2.21K $1.99B
ACN
Accenture PLC

Technology
28
+ 0.79%
$234.02 - $253.35 $6.55K - $7.09K
3.57K $1.92B
JEPI
J P Morgan Exchange Traded Fd

ETFs
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
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.62K
+ 6.21%
$57.9 - $61.26 $557K - $589K
165K $10B
DFAI
Dimensional ETF Tr

ETFs
10.2K
+ 4.72%
$35.82 - $37.52 $365K - $382K
226K $8.61B
VGSH
Vanguard

ETFs
11.3K
+ 11.94%
$58.64 - $58.96 $664K - $668K
106K $6.24B
Neuberger Berman ETF Trust
23.8K
New
N/A
23.8K $649M
DUK
Duke Energy Corp

Utilities
1.18K
+ 21.47%
$121.57 - $129.03 $143K - $152K
6.66K $1.3B
CEG
Constellation Energy Corp

Utilities
8
+ 0.52%
$335.74 - $401.43 $2.69K - $3.21K
1.54K $1.09B
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.9K
+ 4.71%
$37.18 - $38.47 $444K - $459K
266K $10.1B
AAPL
Apple Inc.

Technology
4
+ 0.01%
$245.27 - $275.25 $981 - $1.1K
30.1K $8.17B
Blackrock ETF Trust
13.6K
New
N/A
13.6K $431M
MRK
Merck & Co., Inc.

Healthcare
2.04K
New
$82.49 - $92.93 $168K - $190K
2.04K $430M
UBS
Ubs Group Ag

Financial Services
4.37K
New
$37.56 - $41.1 $164K - $179K
4.37K $404M
AVRE
American Centy ETF Tr Avantis
9.19K
New
$43.28 - $45.31 $398K - $416K
9.19K $400M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.64K
New
$56.33 - $59.22 $318K - $334K
5.64K $328M
ILCB
Ishares Morningstar U.S. Equit

ETFs
2.71K
+ 15.64%
$90.64 - $95.28 $245K - $258K
20K $1.89B
DFAE
Dimensional ETF Tr

ETFs
5.59K
+ 5.86%
$30.74 - $33.05 $172K - $185K
101K $3.29B
LLY
Eli Lilly & CO

Healthcare
406
+ 42.42%
$799.57 - $1025.28 $325K - $416K
1.36K $1B
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.68K
+ 6.09%
$30.11 - $31.43 $141K - $147K
81.5K $2.58B
VEA
Vanguard Ftse Developed Market

ETFs
2.14K
+ 6.95%
$59.18 - $62.09 $127K - $133K
32.9K $2.05B
ILCV
Ishares Morningstar Value ETF

ETFs
1.1K
+ 5.43%
$88.05 - $93.43 $96.9K - $103K
21.4K $2.02B
MO
Altria Group, Inc.

Consumer Defensive
25
+ 0.66%
$56.38 - $66.65 $1.41K - $1.67K
3.79K $437M
Lithium Amers Corp New
14K
New
N/A
14K $175M
FTHI
First Trust Exchange Traded Fd

ETFs
7.59K
+ 74.55%
$23.34 - $23.94 $177K - $182K
17.8K $414M
ILCG
Ishares Morningstar Growth ETF
1.45K
+ 16.21%
N/A
10.4K $1.08B
JPM
Jpmorgan Chase & CO

Financial Services
31
+ 0.37%
$294.11 - $320.41 $9.12K - $9.93K
8.45K $5.45B
AVGO
Broadcom Inc.

Technology
78
+ 4.7%
$324.63 - $385.98 $25.3K - $30.1K
1.74K $1.2B
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.26K
+ 35.03%
$47.34 - $48.01 $107K - $109K
8.72K $413M
UTG
Reaves Utility Income Fund

Financial Services
4.48K
+ 17.78%
$36.92 - $41.42 $166K - $186K
29.7K $1.09B
INTF
Ishares Tr

ETFs
74
+ 0.22%
$35.44 - $37.17 $2.62K - $2.75K
33.4K $1.26B
Terra Innovatum Global Nv
12.6K
New
N/A
12.6K $63.3M
VHT
Vanguard Health Care ETF

ETFs
10
+ 0.49%
$264.7 - $283.93 $2.65K - $2.84K
2.06K $594M
Pimco ETF Tr
2.01K
+ 18.63%
N/A
12.8K $341M
JPEM
Jp Morgan Diversified Return

ETFs
166
+ 0.89%
$57.59 - $61.34 $9.56K - $10.2K
18.7K $1.14B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
31
+ 0.15%
N/A
21.3K $916M
FLIN
Franklin Templeton ETF Tr

ETFs
191
+ 0.97%
$37.47 - $39.72 $7.16K - $7.59K
19.8K $764M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
422
+ 2.24%
$39.72 - $42.69 $16.8K - $18K
19.2K $799M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
56
+ 0.42%
$114.27 - $121.15 $6.4K - $6.78K
13.4K $1.61B
JPIN
Jp Morgan Diversified Return I

ETFs
129
+ 1.33%
$64.96 - $68.74 $8.38K - $8.87K
9.85K $671M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
194
+ 0.5%
$39.84 - $41.63 $7.73K - $8.08K
38.6K $1.6B
EEM
Ishares Msci Emerging Markets

ETFs
119
+ 1.24%
$51.94 - $56.01 $6.18K - $6.67K
9.75K $534M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
188
+ 0.66%
$46.23 - $49.22 $8.69K - $9.25K
28.8K $1.4B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
261
+ 2.64%
$80.91 - $83.82 $21.1K - $21.9K
10.1K $838M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
33
+ 0.65%
$137.47 - $143.13 $4.54K - $4.72K
5.12K $735M
ISCV
Ishares Morningstar Small Cap

ETFs
43
+ 0.54%
$64.34 - $67.85 $2.77K - $2.92K
7.98K $547M
Activity Summary
Buys All Purchases 74 New Holdings 8 Increased Positions 66 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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