Edge Financial Advisors LLC Sells in Q4 2025

Edge Financial Advisors LLC

  • $238 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-122K
- 65.76%
$142.79 - $150.05 $17.4M - $18.3M
63.6K $9.45B
IXUS
Ishares Tr

ETFs
-84K
- 59.49%
$81.21 - $85.27 $6.82M - $7.17M
57.2K $4.84B
GOOGL
Alphabet Inc.

Communication Services
-726
- 41.56%
$236.57 - $291.31 $172K - $211K
1.02K $319M
NVDA
Nvidia Corp

Technology
-914
- 13.75%
$179.83 - $207.04 $164K - $189K
5.73K $2.14B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.78K
- 17.91%
$50.57 - $50.77 $241K - $242K
21.9K $1.11B
PEG
Public Service Enterprise Group Inc

Utilities
-2.39K
- 29.7%
$79.86 - $84.83 $191K - $203K
5.65K $454M
MSFT
Microsoft Corp

Technology
-132
- 3.73%
$496.82 - $542.07 $65.6K - $71.6K
3.4K $1.65B
HYG
Ishares Tr

ETFs
-1.69K
- 9.2%
$79.95 - $81.28 $135K - $138K
16.7K $1.35B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.04K
- 9.31%
$110.25 - $112.92 $115K - $118K
10.1K $1.12B
HD
Home Depot, Inc.

Consumer Cyclical
-184
- 23.17%
$358.03 - $397.02 $65.9K - $73.1K
610 $210M
AMZN
Amazon Com Inc

Consumer Cyclical
-491
- 20.99%
$213.04 - $254.0 $105K - $125K
1.85K $427M
IVV
Ishares Core S&P 500 ETF

ETFs
-264
- 4.38%
$656.2 - $690.71 $173K - $182K
5.76K $3.94B
SPY
Spdr S&P 500 ETF Trust

ETFs
-532
- 3.01%
$653.02 - $687.39 $347K - $366K
17.1K $11.7B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.95K
- 12.57%
$44.13 - $46.37 $85.9K - $90.2K
13.5K $635M
AVEM
American Centy ETF Tr Avantis

ETFs
-904
- 20.08%
$73.09 - $78.36 $66.1K - $70.8K
3.6K $277M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 19.15%
$4804.01 - $5424.55 $43.2K - $48.8K
38 $203M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.2K
- 5.58%
$72.17 - $75.74 $86.6K - $90.9K
20.3K $1.53B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.12K
- 8.46%
$37.61 - $39.41 $42.2K - $44.2K
12.1K $480M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-268
- 7.96%
$96.34 - $98.02 $25.8K - $26.3K
3.1K $301M
AVUS
American Centy ETF Tr Avantis

ETFs
-400
- 6.29%
$105.96 - $111.17 $42.4K - $44.5K
5.96K $666M
ABT
Abbott Laboratories

Healthcare
-5
- 0.2%
$123.62 - $134.59 $618 - $673
2.47K $310M
IWP
Ishares Russell Mid Cap Growth

ETFs
-80
- 4.23%
$136.84 - $145.3 $10.9K - $11.6K
1.81K $248M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-99
- 2.34%
$80.06 - $83.68 $7.93K - $8.28K
4.12K $329M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-1.68K
- 12.82%
$12.23 - $12.72 $20.5K - $21.4K
11.4K $145M
IWM
Ishares Russell 2000 ETF

ETFs
-125
- 3.13%
$236.79 - $250.33 $29.6K - $31.3K
3.88K $954M
ISCG
Ishares Morningstar Small Cap

ETFs
-309
- 6.39%
$53.29 - $56.31 $16.5K - $17.4K
4.53K $251M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-63
- 0.32%
$74.09 - $75.1 $4.67K - $4.73K
19.4K $1.44B
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-131
- 3.81%
$72.42 - $76.3 $9.49K - $10K
3.31K $249M
DHS
Wisdomtree Tr U.S

ETFs
-55
- 1.77%
$97.62 - $101.16 $5.37K - $5.56K
3.06K $312M
MA
Mastercard Inc

Financial Services
-6
- 0.63%
$536.85 - $580.45 $3.22K - $3.48K
939 $1.07B
BA
Boeing CO

Industrials
-19
- 1.06%
$191.81 - $225.32 $3.64K - $4.28K
1.77K $384M
GLD
Spdr Gold Trust

ETFs
-202
- 10.51%
$354.79 - $403.15 $71.7K - $81.4K
1.72K $681M
VONG
Vanguard Russell 1000 Growth E

ETFs
-29
- 1.56%
$118.2 - $126.51 $3.43K - $3.67K
1.83K $222M
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.72%
$293.81 - $310.11 $2.94K - $3.1K
1.38K $421M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-34
- 1.22%
$577.77 - $604.78 $19.6K - $20.6K
2.74K $1.65B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.46%
$459.47 - $491.71 $2.3K - $2.46K
1.09K $516M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-121
- 1.11%
$127.15 - $133.03 $15.4K - $16.1K
10.8K $1.42B
LRGF
Ishares Tr

ETFs
-23
- 0.1%
$67.34 - $70.85 $1.55K - $1.63K
22.1K $1.54B
PEP
Pepsico Inc

Consumer Defensive
-45
- 1.09%
$138.84 - $153.71 $6.25K - $6.92K
4.09K $587M
DE
Deere & CO

Industrials
-1
- 0.11%
$439.11 - $480.78 $439 - $481
917 $427M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-539
- 2.42%
$92.24 - $96.56 $49.7K - $52K
21.7K $2.09B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-153
- 0.55%
$25.2 - $26.46 $3.86K - $4.05K
27.5K $721M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.08K
- 3.39%
$32.24 - $33.72 $34.9K - $36.5K
30.9K $1.06B
VTI
Vanguard Total Stock Market Et

ETFs
-20
- 0.62%
$321.8 - $337.95 $6.44K - $6.76K
3.22K $1.08B
WMT
Walmart Inc.

Consumer Defensive
-121
- 3.24%
$101.18 - $109.03 $12.2K - $13.2K
3.61K $402M
VEU
Vanguard Ftse All World Ex Us

ETFs
-102
- 0.86%
$70.2 - $73.89 $7.16K - $7.54K
11.7K $862M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11
- 0.42%
$589.5 - $635.77 $6.48K - $6.99K
2.61K $1.6B
VV
Vanguard Large Cap ETF

ETFs
-93
- 1.01%
$301.9 - $317.98 $28.1K - $29.6K
9.13K $2.87B
EIX
Edison International

Utilities
-103
- 1.13%
$52.12 - $59.08 $5.37K - $6.09K
9.04K $543M
Activity Summary
Buys All Purchases 74 New Holdings 8 Increased Positions 66 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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