EC

Edge Capital Group, LLC

13F
Edge Capital Group, LLC
Last update 2025-02-04 332 Stocks (38 new)
Value $2.24 Bil Turnover 3 %
Countries:
Top Holdings: VYM(9.08%)VOO(7.07%)SPY(6.50%)VIGI(3.38%)XPEL(3.17%)
Summary Stock Picks Current Portfolio
Edge Capital Group, LLC Top Holdings of 2024-12-31 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
1,595,820
203,610.7
-0.13%
9.080
-0.01%
0.350
-3.76%
+1.12%
59,822.8
 
VOO 		Vanguard S&P 500 ETF
294,592
158,729.2
+0.82%
7.070
+0.06%
0.030
-0.77%
+0.61%
599,652.1
 
SPY 		SPDR S&P 500 ETF Trust
7
145,762.9
-100.00%
6.500
-6.30%
0.000
-0.79%
+0.58%
601,766.2
 
VIGI 		Vanguard International Dividend Appreciation ETF
724
75,782.7
-99.92%
3.380
-3.69%
0.000
+7.32%
+12.15%
7,469.7
 
XPEL 		XPEL Inc
1,781,541
71,154.8
-2.84%
3.170
-0.10%
6.440
+7.18%
-10.29%
991.2
Vehicles & Parts
IEFA 		iShares Core MSCI EAFE ETF
991,765
69,701.2
+1.48%
3.110
+0.05%
0.060
+8.91%
+16.82%
138,779.3
 
VEA 		Vanguard FTSE Developed Markets ETF
1,103,335
52,761.5
+3.92%
2.350
+0.09%
0.040
+8.76%
+16.16%
144,828.1
 
VONG 		Vanguard Russell 1000 Growth Index Fund
472,076
48,765.5
+3.35%
2.170
+0.07%
0.200
+1.21%
-0.58%
24,859.6
 
VMC 		Vulcan Materials Co
687
46,265.7
-99.62%
2.060
-1.99%
0.000
+6.58%
+2.47%
34,681.1
Building Materials
IVV 		iShares Core S&P 500 ETF
64,518
37,980.6
+2.09%
1.690
+0.03%
0.010
-0.80%
+0.61%
580,908.4
 

Edge Capital Group, LLC's Historical Top Holdings Breakdowns

Edge Capital Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		SPDR S&P 500 ETF Trust2024-12-31Reduce
-6.30%
●
567.8 ($589.49) 607.81
$587.73
-0.30%
Reduce -100%
7
-247,882
VIGI 		Vanguard International Dividend Appreciation ETF2024-12-31Reduce
-3.69%
●
79.93 ($83.9) 87.67
$89.16
6.27%
Reduce -99.92%
724
-941,505
VMC 		Vulcan Materials Co2024-12-31Reduce
-1.99%
●
238.03 ($269.21) 292.31
$262.53
-2.48%
Reduce -99.62%
687
-179,302
COWZ 		Pacer US Cash Cows 100 ETF2024-12-31Reduce
-1.66%
●
56.06 ($58.63) 61.35
$53.65
-8.49%
Reduce -100%
20
-646,916
KO 		Coca-Cola Co2024-12-31Reduce
-1.34%
●
61.74 ($65.17) 71.01
$71.15
9.18%
Reduce -99.9%
424
-419,379
IJR 		iShares Core S&P Small-Cap ETF2024-12-31Reduce
-1.19%
●
113.92 ($119.54) 127.38
$105.35
-11.87%
Reduce -100%
11
-230,422
IWF 		iShares Russell 1000 Growth ETF2024-12-31Reduce
-1.15%
●
370.52 ($393.8) 418.94
$398.34
1.15%
Reduce -99.95%
33
-68,918
VTI 		Vanguard Total Stock Market ETF2024-12-31Reduce
-1.07%
●
280.04 ($291.95) 302.45
$289.19
-0.95%
Reduce -99.93%
63
-85,473
JNJ 		Johnson & Johnson2024-12-31Reduce
-0.94%
●
143.34 ($154.85) 165.86
$152.43
-1.56%
Reduce -99.99%
8
-130,220
HCA 		HCA Healthcare Inc2024-12-31Reduce
-0.91%
●
297.52 ($348.6) 415.54
$378.44
8.56%
Reduce -99.97%
15
-50,538

Edge Capital Group, LLC Total Holding History ($B)

To

Edge Capital Group, LLC's Asset Allocation

To

Edge Capital Group, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Edge Capital Group, LLC's Hypothetical Growth since 2024-12-31

Edge Capital Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Edge Capital Group, LLC's Holdings Heat Map

Size field:

Edge Capital Group, LLC's Holdings Bubble Chart

Edge Capital Group, LLC News

  • 1

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