Edge Capital Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.21 Billion distributed in 322 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $205M, Vanguard Index Fds S&P 500 ETF with a value of $154M, Spdr S&P 500 ETF Trust with a value of $142M, Vanguard Whitehall Fds Intl Di with a value of $83.2M, and Xpel, Inc. with a value of $79.5M.

Examining the 13F form we can see an increase of $183M in the current position value, from $2.03B to 2.21B.

Below you can find more details about Edge Capital Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.21 Billion
ETFs: $1.28 Billion
Financial Services: $155 Million
Technology: $153 Million
Consumer Cyclical: $128 Million
Healthcare: $101 Million
Industrials: $94.1 Million
Energy: $89.3 Million
Consumer Defensive: $88 Million
Other: $120 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 322
  • Current Value $2.21 Billion
  • Prior Value $2.03 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 23 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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