Edge Capital Group, LLC Incresed Positions in Q4 2024

Edge Capital Group, LLC

  • $1.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
206
+ 32.91%
$389.45 - $466.0 $80.2K - $96K
832 $352K
PANW
Palo Alto Networks Inc

Technology
3.04K
+ 102.01%
$181.96 - $405.9 $553K - $1.23M
6.02K $1.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
280
+ 10.6%
$178.39 - $215.0 $49.9K - $60.2K
2.92K $563K
CSCO
Cisco Systems, Inc.

Technology
52
+ 0.46%
$52.45 - $60.02 $2.73K - $3.12K
11.5K $679K
SCHW
Schwab Charles Corp

Financial Services
304
+ 5.71%
$63.31 - $82.85 $19.2K - $25.2K
5.63K $416K
TMUS
T Mobile Us, Inc.

Communication Services
163
+ 9.66%
$206.1 - $246.94 $33.6K - $40.3K
1.85K $408K
ETN
Eaton Corp PLC

Industrials
181
+ 28.37%
$326.96 - $377.52 $59.2K - $68.3K
819 $271K
OKE
Oneok Inc

Energy
20
+ 0.33%
$92.28 - $117.05 $1.85K - $2.34K
6.13K $615K
ACWI
Ishares Msci Acwi ETF

ETFs
564
+ 13.07%
$117.05 - $123.03 $66K - $69.4K
4.88K $573K
ISRG
Intuitive Surgical Inc

Healthcare
65
+ 9.29%
$471.27 - $550.62 $30.6K - $35.8K
765 $399K
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.19%
$264.65 - $302.92 $1.32K - $1.51K
2.61K $746K
KKR
Kkr & Co. Inc.

Financial Services
78
+ 3.94%
$129.87 - $162.87 $10.1K - $12.7K
2.06K $304K
COF
Capital One Financial Corp

Financial Services
26
+ 1.81%
$145.19 - $192.01 $3.77K - $4.99K
1.46K $260K
TJX
Tjx Companies Inc

Consumer Cyclical
240
+ 5.13%
$112.15 - $127.2 $26.9K - $30.5K
4.92K $593K
XLF
Financial Sector Spdr

ETFs
315
+ 3.76%
$44.89 - $51.34 $14.1K - $16.2K
8.7K $420K
ABNB
Airbnb, Inc.

Consumer Cyclical
18
+ 0.24%
$125.36 - $147.37 $2.26K - $2.65K
7.55K $992K
WBD
Warner Bros. Discovery, Inc.

Communication Services
373
+ 3.09%
$7.33 - $12.37 $2.73K - $4.61K
12.4K $132K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.02K
+ 4.39%
$44.33 - $49.55 $45.2K - $50.5K
24.2K $1.09M
CBRE
Cbre Group, Inc.

Real Estate
129
+ 6.95%
$119.22 - $140.71 $15.4K - $18.2K
1.99K $260K
VBR
Vanguard Small Cap Value ETF

ETFs
240
+ 3.13%
$197.36 - $217.3 $47.4K - $52.2K
7.9K $1.57M
EME
Emcor Group, Inc.

Industrials
33
+ 7.04%
$427.96 - $526.95 $14.1K - $17.4K
502 $227K
SYK
Stryker Corp

Healthcare
76
+ 7.12%
$345.14 - $392.15 $26.2K - $29.8K
1.14K $411K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
29
+ 2.97%
$229.83 - $258.46 $6.67K - $7.5K
1.01K $248K
TSCO
Tractor Supply CO

Consumer Cyclical
5.93K
+ 481.1%
$52.59 - $303.74 $312K - $1.8M
7.17K $380K
EOG
Eog Resources Inc

Energy
206
+ 1.66%
$118.22 - $136.54 $24.4K - $28.1K
12.6K $1.55M
MO
Altria Group, Inc.

Consumer Defensive
115
+ 1.42%
$49.06 - $57.74 $5.64K - $6.64K
8.22K $429K
IWR
Ishares Russell Mid Cap ETF

ETFs
157
+ 3.23%
$87.25 - $95.52 $13.7K - $15K
5.02K $444K
TGT
Target Corp

Consumer Defensive
4.56K
+ 15.64%
$121.59 - $160.69 $554K - $732K
33.7K $4.56M
ASML
Asml Holding Nv

Technology
74
+ 25.26%
$658.43 - $872.27 $48.7K - $64.5K
367 $254K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
37K
+ 200.0%
$27.54 - $83.04 $1.02M - $3.08M
55.6K $1.54M
ADSK
Autodesk, Inc.

Technology
5
+ 0.27%
N/A
1.86K $456K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
6
+ 0.1%
N/A
6.03K $336K
Ishares Bitcoin Trust ETF
19.7K
+ 34.34%
N/A
77.3K $0
Atlas Energy Solutions Inc Com New
12.8K
+ 95.87%
N/A
26.2K $0
Blackrock Inc Com
20
+ 4.11%
N/A
507 $0
PAA
Plains All American Pipeline LP

Energy
20
+ 0.06%
$16.27 - $18.67 $325 - $373
31.7K $541K
ZTS
Zoetis Inc.

Healthcare
249
+ 13.88%
$162.24 - $194.42 $40.4K - $48.4K
2.04K $332K
CAT
Caterpillar Inc

Industrials
186
+ 5.77%
$360.37 - $416.88 $67K - $77.5K
3.41K $1.24M
RSP
Invesco S&P 500 Equal Weight E

ETFs
53
+ 0.64%
$174.22 - $187.62 $9.23K - $9.94K
8.37K $1.47M
ICE
Intercontinental Exchange, Inc.

Financial Services
22
+ 0.97%
$148.29 - $166.93 $3.26K - $3.67K
2.29K $341K
SNPS
Synopsys Inc

Technology
20
+ 1.24%
$485.36 - $588.0 $9.71K - $11.8K
1.63K $790K
CMCSA
Comcast Corp

Communication Services
227
+ 2.64%
$37.39 - $45.14 $8.49K - $10.2K
8.81K $330K
EFV
Msci Eafe Value ETF

ETFs
818
+ 5.64%
$51.78 - $57.15 $42.4K - $46.7K
15.3K $804K
PFE
Pfizer Inc

Healthcare
41
+ 0.28%
$24.8 - $30.19 $1.02K - $1.24K
14.5K $383K
ADI
Analog Devices Inc

Technology
1
+ 0.05%
$206.35 - $236.48 $206 - $236
2.21K $469K
EFX
Equifax Inc

Industrials
6
+ 0.52%
$245.03 - $293.5 $1.47K - $1.76K
1.16K $296K
NVS
Novartis Ag

Healthcare
89
+ 2.9%
$96.78 - $117.18 $8.61K - $10.4K
3.16K $307K
UNP
Union Pacific Corp

Industrials
682
+ 6.05%
$223.15 - $249.32 $152K - $170K
12K $2.73M
COP
Conocophillips

Energy
644
+ 3.18%
$95.12 - $114.72 $61.3K - $73.9K
20.9K $2.07M
Activity Summary
Buys All Purchases 155 New Holdings 38 Increased Positions 117 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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