Edge Financial Advisors LLC Reduced Holdings in Q3 2024

Edge Financial Advisors LLC

  • $113 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-59.5K
- 66.88%
N/A
29.5K $1.07B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-63.4K
- 73.16%
$31.15 - $35.67 $1.98M - $2.26M
23.3K $817M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-17.9K
- 50.8%
$101.72 - $112.94 $1.82M - $2.02M
17.3K $1.95B
AMZN
Amazon Com Inc

Consumer Cyclical
-6.94K
- 65.81%
$161.02 - $200.0 $1.12M - $1.39M
3.61K $672M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-17.4K
- 76.17%
$62.57 - $70.53 $1.09M - $1.23M
5.44K $377M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.02K
- 15.32%
$517.38 - $573.86 $2.08M - $2.31M
22.2K $12.7B
MSFT
Microsoft Corp

Technology
-2.18K
- 38.03%
$395.15 - $467.56 $860K - $1.02M
3.55K $1.53B
JPEM
Jp Morgan Diversified Return

ETFs
-13K
- 36.92%
$52.23 - $56.96 $677K - $738K
22.1K $1.25B
GOOGL
Alphabet Inc.

Communication Services
-2.96K
- 58.16%
$148.65 - $191.18 $440K - $566K
2.13K $353M
JPIN
Jp Morgan Diversified Return I

ETFs
-6.7K
- 39.41%
$54.1 - $60.82 $362K - $407K
10.3K $618M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-664
- 48.29%
$405.19 - $478.57 $269K - $318K
711 $327M
ACN
Accenture PLC

Technology
-782
- 15.63%
$295.44 - $355.81 $231K - $278K
4.22K $1.49B
PEP
Pepsico Inc

Consumer Defensive
-1.06K
- 23.18%
$161.9 - $179.3 $172K - $190K
3.52K $598M
VTI
Vanguard Total Stock Market Et

ETFs
-725
- 48.33%
$255.18 - $283.2 $185K - $205K
775 $220M
BA
Boeing CO

Industrials
-147
- 7.79%
$152.04 - $190.6 $22.3K - $28K
1.74K $264M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.72K
- 7.16%
$75.32 - $84.37 $129K - $145K
22.3K $1.86B
HD
Home Depot, Inc.

Consumer Cyclical
-138
- 21.3%
$333.64 - $405.2 $46K - $55.9K
510 $207M
IWP
Ishares Russell Mid Cap Growth

ETFs
-390
- 16.45%
$103.87 - $117.59 $40.5K - $45.9K
1.98K $232M
HSY
Hershey CO

Consumer Defensive
-158
- 6.48%
$182.45 - $203.25 $28.8K - $32.1K
2.28K $437M
ABT
Abbott Laboratories

Healthcare
-283
- 10.39%
$100.07 - $118.13 $28.3K - $33.4K
2.44K $278M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-586
- 11.55%
$60.1 - $66.57 $35.2K - $39K
4.49K $298M
META
Meta Platforms, Inc.

Communication Services
-122
- 21.94%
$453.41 - $572.44 $55.3K - $69.8K
434 $248M
EEM
Ishares Msci Emerging Markets

ETFs
-2.48K
- 12.86%
$40.42 - $46.7 $100K - $116K
16.8K $772M
GOOG
Alphabet Inc.

Communication Services
-296
- 13.13%
$149.54 - $192.66 $44.3K - $57K
1.96K $328M
VBK
Vanguard Small Cap Growth ETF

ETFs
-64
- 6.39%
$240.48 - $267.94 $15.4K - $17.1K
937 $251M
FAS
Direxion Daily Financial Bull

ETFs
-492
- 12.59%
$97.35 - $134.06 $47.9K - $66K
3.42K $443M
DE
Deere & CO

Industrials
-2
- 0.22%
$344.84 - $418.0 $690 - $836
903 $377M
VO
Vanguard Mid Cap ETF

ETFs
-3
- 0.21%
$237.84 - $263.83 $714 - $791
1.4K $370M
DHS
Wisdomtree Tr U.S

ETFs
-26
- 0.86%
$83.9 - $93.83 $2.18K - $2.44K
3.01K $282M
VHT
Vanguard Health Care ETF

ETFs
-48
- 2.16%
$261.88 - $288.1 $12.6K - $13.8K
2.17K $613M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-804
- 2.7%
$37.33 - $40.63 $30K - $32.7K
29K $1.18B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-21
- 0.41%
$117.9 - $128.2 $2.48K - $2.69K
5.11K $655M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-300
- 2.94%
$105.53 - $118.34 $31.7K - $35.5K
9.89K $1.16B
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 4.45%
$801.83 - $917.05 $15.2K - $17.4K
408 $362M
XLK
Technology Sector Spdr

ETFs
-5
- 0.12%
$197.34 - $237.68 $987 - $1.19K
4.12K $931M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-58
- 1.26%
$434.77 - $502.96 $25.2K - $29.2K
4.54K $2.22B
VUG
Vanguard Growth ETF

ETFs
-82
- 0.92%
$341.08 - $391.94 $28K - $32.1K
8.83K $3.39B
AAPL
Apple Inc.

Technology
-3.37K
- 10.88%
$207.23 - $234.82 $697K - $790K
27.6K $6.42B
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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