Edge Capital Group, LLC

CIK 1767220 · Ver en SEC EDGAR ↗

Valor de la cartera
$2.2B
#1 405 de 9 443 por valor de 13F · top 14.9%
Posiciones
332
A fecha de
31 de diciembre de 2024 Datos a fecha de Q4 2024
Peso de las 10 principales tenencias
40,58%
Peso de las 25 principales tenencias
60,29%
Posiciones superiores al 1%
26
Número efectivo de posiciones
37,5

Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)

Nuevas posiciones
332
Aumentado
0
Disminuido
0
Cerrada
0
En esta página

Desglose por sector

Technology
7,7%
Industrials
6,9%
Energy
4,5%
Healthcare
4,1%
Consumer Discretionary
3,6%
Financial Services
3,5%
Financials
3,2%
Retail
2,7%
Consumer Staples
1,9%
Communication Services
1,7%
Consumer products
0,7%
Real Estate
0,7%
Materials
0,4%
Utilities
0,2%
Communications
0,0%
Telecommunication
0,0%
Otro/No mapeado
58,2%

Cartera completa 332 posiciones

Tipo Racha Tendencia 8T
VYM $203 610 693 9,08% 1 595 820 Subir ×1
VOO $158 729 157 7,07% 294 592 Subir ×1
SPY SPY $145 762 942 6,50% 7 Subir ×1
VIGI Vanguard International Dividend Appreciation ETF $75 782 729 3,38% 724 Subir ×1
XPEL XPEL, Inc. - Common Stock $71 154 748 3,17% 1 781 541 Subir ×1
IEFA $69 701 231 3,11% 991 765 Subir ×1
VEA $52 761 479 2,35% 1 103 335 Subir ×1
VONG Vanguard Russell 1000 Growth ETF $48 765 483 2,17% 472 076 Subir ×1
VMC Vulcan Materials Company (Holding Company) Common Stock $46 265 645 2,06% 687 Subir ×1
IVV $37 980 575 1,69% 64 518 Subir ×1
COWZ $35 819 214 1,60% 20 Subir ×1
MSFT Microsoft Corporation - Common Stock $35 744 344 1,59% 84 803 Subir ×1
AVGO Broadcom Inc. - Common Stock $34 921 731 1,56% 150 629 Subir ×1
VIG $32 525 638 1,45% 166 091 Subir ×1
IJH $31 842 944 1,42% 511 041 Subir ×1
IUSG iShares Core S&P U.S. Growth ETF $31 587 475 1,41% 226 677 Subir ×1
AAPL Apple Inc. - Common Stock $28 594 460 1,27% 114 186 Subir ×1
IJR $27 318 430 1,22% 11 Subir ×1
IWF $27 190 979 1,21% 33 Subir ×1
TRGP Targa Resources, Inc. Common Stock $26 985 769 1,20% 151 181 Subir ×1
WMT Walmart Inc. - Common Stock $26 779 571 1,19% 296 398 Subir ×1
RTX RTX Corporation Common Stock $26 598 494 1,19% 229 852 Subir ×1
JPM JP Morgan Chase & Co. Common Stock $26 093 434 1,16% 108 854 Subir ×1
KO Coca-Cola Company (The) Common Stock $25 898 183 1,15% 424 Subir ×1
VTI $24 269 808 1,08% 63 Subir ×1
MS Morgan Stanley Common Stock $23 100 819 1,03% 183 748 Subir ×1
JNJ Johnson & Johnson Common Stock $22 303 746 0,99% 8 Subir ×1
IEMG $21 936 490 0,98% 420 078 Subir ×1
MDY $21 933 956 0,98% 38 509 Subir ×1
META Meta Platforms, Inc. - Class A Common Stock $19 673 747 0,88% 33 601 Subir ×1
EVLV Evolv Technologies Holdings, Inc. - Class A Common Stock $19 099 064 0,85% 4 835 206 Subir ×1
MRK Merck & Company, Inc. Common Stock (new) $18 641 513 0,83% 20 073 Subir ×1
HCA HCA Healthcare, Inc. Common Stock $17 777 700 0,79% 15 Subir ×1
TFC Truist Financial Corporation Common Stock $17 232 103 0,77% 100 Subir ×1
QQQ Invesco QQQ Trust, Series 1 $16 163 843 0,72% 30 259 Subir ×1
VWO $15 536 664 0,69% 352 785 Subir ×1
CCEP Coca-Cola Europacific Partners plc - Ordinary Shares $14 635 838 0,65% 190 546 Subir ×1
NSC Norfolk Southern Corporation Common Stock $14 226 799 0,63% 60 617 Subir ×1
QCOM QUALCOMM Incorporated - Common Stock $13 602 518 0,61% 88 547 Subir ×1
CALF $13 448 576 0,60% 8 Subir ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $11 828 466 0,53% 13 Subir ×1
AMZN Amazon.com, Inc. - Common Stock $11 732 538 0,52% 53 478 Subir ×1
ARCC Ares Capital Corporation - Closed End Fund $11 000 010 0,49% 502 513 Subir ×1
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $10 967 749 0,49% 241 474 Subir ×1
FSK FS KKR Capital Corp. Common Stock $10 857 024 0,48% 110 Subir ×1
OBDC Blue Owl Capital Corporation Common Stock $10 401 985 0,46% 687 962 Subir ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $10 357 746 0,46% 52 447 Subir ×1
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock $10 209 897 0,46% 871 152 Subir ×1
IQLT $10 076 060 0,45% 271 446 Subir ×1
CVX Chevron Corporation Common Stock $10 021 576 0,45% 69 191 Subir ×1
DKS Dick's Sporting Goods Inc Common Stock $9 666 430 0,43% 42 241 Subir ×1
BAC Bank of America Corporation Common Stock $9 534 423 0,42% 216 938 Subir ×1
AZN AstraZeneca PLC - American Depositary Shares $9 424 537 0,42% 143 842 Subir ×1
GOOG Alphabet Inc. - Class C Capital Stock $9 219 296 0,41% 48 411 Subir ×1
NVDA NVIDIA Corporation - Common Stock $9 078 371 0,40% 67 603 Subir ×1
SCHD $9 069 393 0,40% 331 969 Subir ×1
SLB SLB Limited Common Shares $8 759 586 0,39% 228 471 Subir ×1
BRKB $8 704 336 0,39% 39 Subir ×1
ULXXXX $8 671 224 0,39% 152 932 Subir ×1
AGG $8 410 077 0,37% 86 791 Subir ×1
LLY Eli Lilly and Company Common Stock $8 112 948 0,36% 10 509 Subir ×1
XOM Exxon Mobil Corporation Common Stock $8 032 466 0,36% 74 672 Subir ×1
VB $7 188 437 0,32% 29 917 Subir ×1
IWD $7 110 259 0,32% 38 407 Subir ×1
EFA $6 964 688 0,31% 92 113 Subir ×1
PG Procter & Gamble Company (The) Common Stock $6 873 304 0,31% 39 Subir ×1
BUFR $6 724 881 0,30% 220 705 Subir ×1
IUSV iShares Core S&P U.S. Value ETF $6 662 039 0,30% 71 952 Subir ×1
IWB $6 488 383 0,29% 20 140 Subir ×1
GBDC Golub Capital BDC, Inc. - Closed End Fund $6 460 736 0,29% 426 170 Subir ×1
VUG $6 258 759 0,28% 15 249 Subir ×1
LMT Lockheed Martin Corporation Common Stock $6 239 956 0,28% 12 841 Subir ×1
PH Parker-Hannifin Corporation Common Stock $6 003 487 0,27% 9 439 Subir ×1
IBM International Business Machines Corporation Common Stock $5 962 736 0,27% 27 124 Subir ×1
DLR Digital Realty Trust, Inc. Common Stock $5 954 564 0,27% 33 579 Subir ×1
GOOGL Alphabet Inc. - Class A Common Stock $5 914 868 0,26% 5 Subir ×1
VGT $5 887 202 0,26% 9 468 Subir ×1
KLAC KLA Corporation - Common Stock $5 755 516 0,26% 9 134 Subir ×1
ORCL Oracle Corporation Common Stock $5 693 256 0,25% 34 165 Subir ×1
BRKA $5 447 360 0,24% 8 Subir ×1
HD Home Depot, Inc. (The) Common Stock $5 238 139 0,23% 400 Subir ×1
CUZ Cousins Properties Incorporated Common Stock $5 220 811 0,23% 170 392 Subir ×1
VTV $5 126 053 0,23% 30 278 Subir ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $5 087 587 0,23% 14 462 Subir ×1
NVO Novo Nordisk A/S Common Stock $5 029 198 0,22% 58 465 Subir ×1
XLK XLK $4 895 476 0,22% 59 229 Subir ×1
GLD $4 876 982 0,22% 296 Subir ×1
BP BP p.l.c. Common Stock $4 759 042 0,21% 111 Subir ×1
EFG $4 593 345 0,20% 47 437 Subir ×1
FANG Diamondback Energy, Inc. - Common Stock $4 569 383 0,20% 27 891 Subir ×1
FNDE $4 561 141 0,20% 157 010 Subir ×1
DELL Dell Technologies Inc. Class C Common Stock $4 559 240 0,20% 39 563 Subir ×1
HON Honeywell International Inc. - Common Stock $4 555 848 0,20% 12 Subir ×1
TGT Target Corporation Common Stock $4 555 566 0,20% 33 700 Subir ×1
SMH SMH $4 549 251 0,20% 18 785 Subir ×1
SCHV $4 548 505 0,20% 174 473 Subir ×1
INFL $4 538 249 0,20% 119 177 Subir ×1
BX Blackstone Inc. Common Stock $4 435 070 0,20% 25 722 Subir ×1
TBN Tamboran Resources Corporation Common stock $4 372 910 0,19% 208 333 Subir ×1
HIW Highwoods Properties, Inc. Common Stock $4 274 778 0,19% 139 790 Subir ×1

Mayores apuestas nuevas

Nuevas posiciones abiertas este trimestre, las mayores primero.

Valor Valor Acciones % de la cartera
VYM $203 610 693 1 595 820 9,08%
VOO $158 729 157 294 592 7,07%
SPY $145 762 942 7 6,50%
VIGI $75 782 729 724 3,38%
XPEL $71 154 748 1 781 541 3,17%
IEFA $69 701 231 991 765 3,11%
VEA $52 761 479 1 103 335 2,35%
VONG $48 765 483 472 076 2,17%
VMC $46 265 645 687 2,06%
IVV $37 980 575 64 518 1,69%
COWZ $35 819 214 20 1,60%
MSFT $35 744 344 84 803 1,59%
AVGO $34 921 731 150 629 1,56%
VIG $32 525 638 166 091 1,45%
IJH $31 842 944 511 041 1,42%