Edge Capital Group, LLC Sells in Q4 2024

Edge Capital Group, LLC

  • $1.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CXW
Core Civic, Inc.

Real Estate
-9.97K
- 99.72%
$12.43 - $23.94 $124K - $239K
28 $0
PH
Parker Hannifin Corp

Industrials
-252
- 2.6%
$621.74 - $709.46 $157K - $179K
9.44K $6M
DOW
Dow Inc.

Basic Materials
-252
- 3.41%
$39.1 - $55.34 $9.85K - $13.9K
7.13K $286K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.02K
- 25.53%
$105.45 - $117.99 $108K - $120K
2.98K $315K
ROP
Roper Technologies Inc

Industrials
-65
- 2.97%
$519.85 - $575.95 $33.8K - $37.4K
2.12K $1.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-96
- 0.55%
$58.88 - $64.8 $5.65K - $6.22K
17.4K $1.03M
HSY
Hershey CO

Consumer Defensive
-297
- 14.81%
$168.67 - $193.65 $50.1K - $57.5K
1.71K $289K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.09K
- 16.45%
$36.15 - $41.9 $39.3K - $45.6K
5.53K $200K
ACN
Accenture PLC

Technology
-95
- 0.65%
$343.9 - $376.86 $32.7K - $35.8K
14.5K $5.09M
IBM
International Business Machines Corp

Technology
-107
- 0.39%
$204.9 - $238.04 $21.9K - $25.5K
27.1K $5.96M
XLE
Energy Sector Spdr

ETFs
-466
- 15.05%
$83.32 - $97.27 $38.8K - $45.3K
2.63K $225K
GPC
Genuine Parts CO

Consumer Cyclical
-14
- 0.76%
$113.11 - $143.63 $1.58K - $2.01K
1.82K $212K
VTWO
Vanguard Russell 2000 ETF

ETFs
-204
- 0.5%
$87.42 - $98.06 $17.8K - $20K
40.8K $3.64M
PM
Philip Morris International Inc.

Consumer Defensive
-10
- 0.43%
$118.38 - $133.06 $1.18K - $1.33K
2.29K $275K
Te Connectivity PLC Ord Shs
-1.53K
- 98.01%
N/A
31 $0
Fidelity Wise Origin Bitcoin Fund
-50
- 0.19%
N/A
26.5K $0
Ferguson Enterprises Inc Common Stock New
-171
- 0.71%
N/A
24K $0
Bunge Global Sa Com Shs
-94.3K
- 95.13%
N/A
4.83K $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
-159
- 2.08%
$124.26 - $134.12 $19.8K - $21.3K
7.5K $964K
WMB
Williams Companies, Inc.

Energy
-1.53K
- 14.45%
$46.37 - $59.74 $71.1K - $91.6K
9.09K $491K
DIS
Walt Disney CO

Communication Services
-470
- 9.0%
$92.39 - $117.6 $43.4K - $55.3K
4.75K $529K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-213
- 0.18%
$37.46 - $43.08 $7.98K - $9.18K
119K $4.54M
IWV
Ishares Russell 3000 ETF

ETFs
-126
- 0.98%
$323.08 - $349.08 $40.7K - $44K
12.8K $4.27M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-246
- 4.83%
$92.95 - $129.87 $22.9K - $31.9K
4.84K $553K
KMI
Kinder Morgan, Inc.

Energy
-514
- 3.14%
$22.59 - $28.54 $11.6K - $14.7K
15.8K $433K
VGT
Vanguard Information Technolog

ETFs
-109
- 1.14%
$571.78 - $647.97 $62.3K - $70.6K
9.47K $5.89M
CRM
Salesforce, Inc.

Technology
-542
- 6.35%
$270.87 - $367.87 $147K - $199K
8K $2.67M
BX
Blackstone Inc.

Financial Services
-919
- 3.45%
$148.45 - $199.05 $136K - $183K
25.7K $4.43M
DLR
Digital Realty Trust, Inc.

Real Estate
-316
- 0.93%
$156.46 - $195.69 $49.4K - $61.8K
33.6K $5.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-39
- 1.05%
$213.65 - $479.86 $8.33K - $18.7K
3.69K $1.49M
META
Meta Platforms, Inc.

Communication Services
-105
- 0.31%
$554.08 - $632.68 $58.2K - $66.4K
33.6K $19.8M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-37
- 0.09%
$193.7 - $235.05 $7.17K - $8.7K
42.2K $9.67M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.51K
- 1.95%
$129.96 - $144.97 $585K - $653K
227K $31.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-169
- 0.32%
$172.07 - $207.36 $29.1K - $35K
52.4K $10.4M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-833
- 0.1%
$9.95 - $12.23 $8.29K - $10.2K
871K $10.2M
WMT
Walmart Inc.

Consumer Defensive
-745
- 0.25%
$79.1 - $95.7 $58.9K - $71.3K
296K $26.8M
TRGP
Targa Resources Corp.

Energy
-2.78K
- 1.8%
$150.58 - $207.69 $418K - $577K
151K $27M
AVGO
Broadcom Inc.

Technology
-1.84K
- 1.21%
$159.67 - $250.0 $294K - $461K
151K $34.9M
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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