Edge Financial Advisors LLC Portfolio Holdings

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 2025

Edge Financial Advisors LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $23.4B, Ishares Tr with a value of $11B, Spdr S&P 500 ETF Trust with a value of $10.8B, Ishares Core U.S. Aggregate Bo with a value of $8.58B, and Blackrock ETF Tr U S Equity Fa with a value of $7.12B.

Examining the 13F form we can see an increase of $46.5B in the current position value, from $112B to 158B.

Edge Financial Advisors LLC is based out at Wheaton, IL

Below you can find more details about Edge Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion
ETFs: $135 Billion
Technology: $9.35 Billion
Utilities: $3.25 Billion
Financial Services: $3.15 Billion
Consumer Defensive: $2.26 Billion
Consumer Cyclical: $1.9 Billion
Healthcare: $1.02 Billion
Communication Services: $995 Million
Other: $721 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$6.08 Billion 3.84% of portfolio
27,361
Q1 2025 Reduced 0.68%
$680B
$1.96 Billion 1.24% of portfolio
7,985
Q1 2025 Added 3.43%
$178B
$1.25 Billion 0.79% of portfolio
4,000
Q1 2025 Reduced 1.45%
$2.74T
$1.25 Billion 0.79% of portfolio
3,337
Q1 2025 Reduced 4.9%
$100B
$940 Million 0.59% of portfolio
10,218
Q1 2025 Added 0.81%
$306B
$682 Million 0.43% of portfolio
3,256
Q1 2025 Added 10.56%
$46.5B
$614 Million 0.39% of portfolio
9,421
Q1 2025 New
$93.8B
$597 Million 0.38% of portfolio
4,896
Q1 2025 Added 0.89%
$197B
$535 Million 0.34% of portfolio
3,571
Q1 2025 Added 1.77%
$21.9B
$531 Million 0.34% of portfolio
9,012
Q1 2025 Added 1.29%
$762B
$538 Million 0.34% of portfolio
2,075
Q1 2025 Added 3.54%
$253B
$510 Million 0.32% of portfolio
4,710
Q1 2025 Added 3.56%
$493B
$501 Million 0.32% of portfolio
914
Q1 2025 Added 0.11%
$674B
$479 Million 0.3% of portfolio
899
Q1 2025 Added 15.11%
$440B
$476 Million 0.3% of portfolio
504
Q1 2025 Added 10.04%
$136B
$426 Million 0.27% of portfolio
909
Q1 2025 Added 0.33%
$24.5B
$396 Million 0.25% of portfolio
2,315
Q1 2025 Added 0.78%
$1.76T
$383 Million 0.24% of portfolio
2,012
Q1 2025 Reduced 46.67%
$253B
$356 Million 0.22% of portfolio
4,056
Q1 2025 Added 2.87%
$22.4B
$331 Million 0.21% of portfolio
4,639
Q1 2025 Added 0.8%
$229B
$336 Million 0.21% of portfolio
2,530
Q1 2025 Added 3.31%
$933B
$311 Million 0.2% of portfolio
1,988
Q1 2025 Added 1.12%
$96.5B
$294 Million 0.19% of portfolio
1,726
Q4 2024 Reduced 0.75%
$67.6B
$308 Million 0.19% of portfolio
1,528
Q1 2025 Added 0.2%
$25.5B
$283 Million 0.18% of portfolio
2,815
Q1 2025 Added 0.72%
$182B
$288 Million 0.18% of portfolio
63
Q1 2025 Added 26.0%
$363B
$276 Million 0.17% of portfolio
752
Q1 2025 Added 22.68%
$92.3B
$271 Million 0.17% of portfolio
3,995
Q1 2025 Added 0.83%
$903B
$257 Million 0.16% of portfolio
1,663
Q1 2025 Reduced 1.77%
$69.3B
$260 Million 0.16% of portfolio
1,555
Q1 2025 Added 43.45%
$41.6B
$259 Million 0.16% of portfolio
3,148
Q1 2025 Added 0.77%
$104B
$221 Million 0.14% of portfolio
3,675
Q1 2025 New
$155B
$220 Million 0.14% of portfolio
2,231
Q1 2025 Added 4.11%
$77.8B
$216 Million 0.14% of portfolio
464
Q1 2025 Added 0.22%
$1.13T
$207 Million 0.13% of portfolio
359
Q1 2025 Reduced 24.9%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $158 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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