EA

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:
Summary Stock Picks Current Portfolio
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
+11.15%
+7.25%
58,960.3
 
SPY
S&P 500 ETF TRUST ETF
197,827
53,665.0
+2.10%
5.020
+0.10%
0.020
+16.24%
+7.25%
642,607.9
 
KO
Coca-Cola Co
1,109,610
48,665.0
0%
4.550
0%
0.030
-3.43%
+13.20%
299,017.4
Beverages - Non-Alcoholic
VEA
Vanguard FTSE Developed Markets ETF
710,187
30,467.0
+0.81%
2.850
+0.02%
0.030
+14.83%
+20.57%
157,500.0
 
XOM
Exxon Mobil Corp
342,982
28,373.0
+0.86%
2.650
+0.02%
0.010
+11.20%
+7.83%
490,954.1
Oil & Gas
MSFT
Microsoft Corp
213,895
21,089.0
+1.41%
1.970
+0.03%
0.000
+29.95%
+19.80%
3,738,718.2
Software
IWF
iShares Russell 1000 Growth ETF
144,579
20,790.0
+4.82%
1.940
+0.09%
0.060
+21.90%
+7.02%
112,866.9
 
CSCO
Cisco Systems Inc
383,144
16,483.0
+2.39%
1.540
+0.04%
0.010
+18.84%
+16.81%
268,567.1
Hardware
BP
BP PLC
353,915
16,159.0
+51.16%
1.510
+0.51%
0.010
+21.22%
+11.90%
84,442.9
Oil & Gas
EPD
Enterprise Products Partners LP
582,277
16,110.0
-2.93%
1.510
-0.04%
0.030
+6.97%
+5.07%
69,122.9
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

Top Ranked Articles

  • 1

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

Size field:

Edge Advisors, LLC's Holdings Bubble Chart

Edge Advisors, LLC News

  • 1

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