Edge Financial Advisors LLC Sells in Q1 2025

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-77.3K
- 64.37%
$32.42 - $36.13 $2.51M - $2.79M
42.8K $1.41B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-33.6K
- 90.57%
$65.27 - $71.18 $2.19M - $2.39M
3.49K $232M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.87K
- 86.18%
$507.05 - $563.67 $1.96M - $2.18M
620 $318M
IEFA
Ishares Tr

ETFs
-27.8K
- 88.96%
$69.57 - $78.65 $1.94M - $2.19M
3.46K $261M
Spdr Index Shs Fds
-32.3K
- 88.15%
N/A
4.35K $251M
VB
Vanguard Small Cap ETF

ETFs
-4.06K
- 65.19%
$217.89 - $252.64 $885K - $1.03M
2.17K $481M
AAPL
Apple Inc.

Technology
-186
- 0.68%
$209.68 - $247.1 $39K - $46K
27.4K $6.08B
SPY
Spdr S&P 500 ETF Trust

ETFs
-229
- 1.18%
$551.42 - $612.93 $126K - $140K
19.2K $10.8B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.76K
- 46.67%
$190.26 - $242.06 $335K - $426K
2.01K $383M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.73K
- 10.71%
$108.02 - $120.45 $187K - $208K
14.4K $1.59B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-7.05K
- 23.99%
N/A
22.3K $796M
ACN
Accenture PLC

Technology
-59
- 1.45%
$300.91 - $398.25 $17.8K - $23.5K
4K $1.25B
META
Meta Platforms, Inc.

Communication Services
-119
- 24.9%
$576.36 - $736.67 $68.6K - $87.7K
359 $207M
GOOGL
Alphabet Inc.

Communication Services
-30
- 1.77%
$154.33 - $206.19 $4.63K - $6.19K
1.66K $257M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-456
- 8.55%
$62.28 - $71.92 $28.4K - $32.8K
4.88K $310M
JPEM
Jp Morgan Diversified Return

ETFs
-1.45K
- 6.75%
$50.81 - $54.04 $73.9K - $78.6K
20.1K $1.06B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.1K
- 3.77%
$39.4 - $42.61 $43.2K - $46.7K
28K $1.13B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-465
- 7.65%
$48.02 - $53.02 $22.3K - $24.7K
5.61K $278M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4
- 0.43%
$247.97 - $296.33 $992 - $1.19K
934 $235M
IWP
Ishares Russell Mid Cap Growth

ETFs
-67
- 3.43%
$114.9 - $139.6 $7.7K - $9.35K
1.89K $222M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.47K
- 6.16%
$31.09 - $34.34 $45.6K - $50.4K
22.4K $742M
JPIN
Jp Morgan Diversified Return I

ETFs
-705
- 6.78%
$52.75 - $58.91 $37.2K - $41.5K
9.69K $554M
VHT
Vanguard Health Care ETF

ETFs
-96
- 4.39%
$254.06 - $273.83 $24.4K - $26.3K
2.09K $554M
EEM
Ishares Msci Emerging Markets

ETFs
-250
- 1.48%
$40.81 - $45.34 $10.2K - $11.3K
16.7K $729M
INTF
Ishares Tr

ETFs
-1
- -0.0%
$28.43 - $31.96 $28.4 - $32
40.2K $1.24B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6
- 0.03%
$74.85 - $84.89 $449 - $509
22.6K $1.85B
Activity Summary
Buys All Purchases 71 New Holdings 29 Increased Positions 42 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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