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Edge Advisors, LLC

13F
Edge Advisors, LLC
Last update 2018-08-14 861 Stocks (39 new)
Value $1.07 Bil Turnover 8 %
Countries:
Top Holdings:
Edge Advisors, LLC Top Holdings of 2018-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
1,027,332
85,319.0
+0.52%
7.980
+0.04%
0.230
+12.20%
+6.97%
58,807.4
 
SPY
S&P 500 ETF TRUST ETF
197,827
53,665.0
+2.10%
5.020
+0.10%
0.020
+19.57%
+7.72%
643,289.7
 
KO
Coca-Cola Co
1,109,610
48,665.0
0%
4.550
0%
0.030
-3.63%
+13.82%
300,653.0
Beverages - Non-Alcoholic
VEA
Vanguard FTSE Developed Markets ETF
710,187
30,467.0
+0.81%
2.850
+0.02%
0.030
+12.49%
+19.94%
157,607.2
 
XOM
Exxon Mobil Corp
342,982
28,373.0
+0.86%
2.650
+0.02%
0.010
+1.72%
+2.01%
464,449.8
Oil & Gas
MSFT
Microsoft Corp
213,895
21,089.0
+1.41%
1.970
+0.03%
0.000
+38.94%
+21.47%
3,790,969.0
Software
IWF
iShares Russell 1000 Growth ETF
144,579
20,790.0
+4.82%
1.940
+0.09%
0.060
+27.24%
+8.36%
113,776.0
 
CSCO
Cisco Systems Inc
383,144
16,483.0
+2.39%
1.540
+0.04%
0.010
+22.77%
+17.21%
269,477.9
Hardware
BP
BP PLC
353,915
16,159.0
+51.16%
1.510
+0.51%
0.010
+14.79%
+11.52%
83,340.4
Oil & Gas
EPD
Enterprise Products Partners LP
582,277
16,110.0
-2.93%
1.510
-0.04%
0.030
+2.85%
+3.36%
67,995.1
Oil & Gas

Edge Advisors, LLC's Historical Top Holdings Breakdowns

Edge Advisors, LLC Total Holding History ($B)

To

Edge Advisors, LLC's Asset Allocation

To

Edge Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Edge Advisors, LLC's Hypothetical Growth since 2018-06-30

Edge Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Edge Advisors, LLC's Holdings Heat Map

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Edge Advisors, LLC's Holdings Bubble Chart

Edge Advisors, LLC News

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