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
1,027,332
85,319.0
+0.52%
7.980
+0.04%
0.230
-4.35%
-0.80%
61,439.6
 
SPY 		S&P 500 ETF TRUST ETF
197,827
53,665.0
+2.10%
5.020
+0.10%
0.020
-5.78%
-3.42%
579,313.1
 
KO 		Coca-Cola Co
1,109,610
48,665.0
0%
4.550
0%
0.030
+11.28%
+14.10%
303,536.9
Beverages - Non-Alcoholic
VEA 		Vanguard FTSE Developed Markets ETF
710,187
30,467.0
+0.81%
2.850
+0.02%
0.030
+7.41%
+12.77%
144,054.8
 
XOM 		Exxon Mobil Corp
342,982
28,373.0
+0.86%
2.650
+0.02%
0.010
-0.57%
+0.65%
462,467.3
Oil & Gas
MSFT 		Microsoft Corp
213,895
21,089.0
+1.41%
1.970
+0.03%
0.000
+7.29%
+4.30%
3,260,880.0
Software
IWF 		iShares Russell 1000 Growth ETF
144,579
20,790.0
+4.82%
1.940
+0.09%
0.060
-8.08%
-6.58%
100,152.4
 
CSCO 		Cisco Systems Inc
383,144
16,483.0
+2.39%
1.540
+0.04%
0.010
-3.37%
+2.33%
237,782.5
Hardware
BP 		BP PLC
353,915
16,159.0
+51.16%
1.510
+0.51%
0.010
-6.45%
+2.13%
76,927.6
Oil & Gas
EPD 		Enterprise Products Partners LP
582,277
16,110.0
-2.93%
1.510
-0.04%
0.030
-3.86%
+2.57%
67,474.6
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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