Edge Capital Group, LLC

CIK 1767220 · SEC EDGAR पर देखें ↗

पोर्टफोलियो मूल्य
$2.2B
13F मूल्य के अनुसार 9443 में से #1405 · शीर्ष 14.9%
पोजीशन
332
तिथि अनुसार
31 दिसमबर 2024 Q4 2024 के अनुसार डेटा
शीर्ष 10 होल्डिंग्स का भार
40.58%
शीर्ष 25 होल्डिंग्स का भार
60.29%
1% से ऊपर की स्थितियाँ
26
स्थितियों की प्रभावी संख्या
37.5

केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)

नई स्थितियाँ
332
बढ़ाया
0
घटा हुआ
0
बंद
0
इस पृष्ठ पर

क्षेत्रवार विवरण

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%
अन्य/अनमैप्ड
58.2%

पूर्ण पोर्टफोलियो 332 पोजीशन

प्रकार लगातार 8 तिमाही का रुझान
VYM $203610693 9.08% 1595820 ऊपर ×1
VOO $158729157 7.07% 294592 ऊपर ×1
SPY SPY $145762942 6.50% 7 ऊपर ×1
VIGI Vanguard International Dividend Appreciation ETF $75782729 3.38% 724 ऊपर ×1
XPEL XPEL, Inc. - Common Stock $71154748 3.17% 1781541 ऊपर ×1
IEFA $69701231 3.11% 991765 ऊपर ×1
VEA $52761479 2.35% 1103335 ऊपर ×1
VONG Vanguard Russell 1000 Growth ETF $48765483 2.17% 472076 ऊपर ×1
VMC Vulcan Materials Company (Holding Company) Common Stock $46265645 2.06% 687 ऊपर ×1
IVV $37980575 1.69% 64518 ऊपर ×1
COWZ $35819214 1.60% 20 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $35744344 1.59% 84803 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $34921731 1.56% 150629 ऊपर ×1
VIG $32525638 1.45% 166091 ऊपर ×1
IJH $31842944 1.42% 511041 ऊपर ×1
IUSG iShares Core S&P U.S. Growth ETF $31587475 1.41% 226677 ऊपर ×1
AAPL Apple Inc. - Common Stock $28594460 1.27% 114186 ऊपर ×1
IJR $27318430 1.22% 11 ऊपर ×1
IWF $27190979 1.21% 33 ऊपर ×1
TRGP Targa Resources, Inc. Common Stock $26985769 1.20% 151181 ऊपर ×1
WMT Walmart Inc. - Common Stock $26779571 1.19% 296398 ऊपर ×1
RTX RTX Corporation Common Stock $26598494 1.19% 229852 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $26093434 1.16% 108854 ऊपर ×1
KO Coca-Cola Company (The) Common Stock $25898183 1.15% 424 ऊपर ×1
VTI $24269808 1.08% 63 ऊपर ×1
MS Morgan Stanley Common Stock $23100819 1.03% 183748 ऊपर ×1
JNJ Johnson & Johnson Common Stock $22303746 0.99% 8 ऊपर ×1
IEMG $21936490 0.98% 420078 ऊपर ×1
MDY $21933956 0.98% 38509 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $19673747 0.88% 33601 ऊपर ×1
EVLV Evolv Technologies Holdings, Inc. - Class A Common Stock $19099064 0.85% 4835206 ऊपर ×1
MRK Merck & Company, Inc. Common Stock (new) $18641513 0.83% 20073 ऊपर ×1
HCA HCA Healthcare, Inc. Common Stock $17777700 0.79% 15 ऊपर ×1
TFC Truist Financial Corporation Common Stock $17232103 0.77% 100 ऊपर ×1
QQQ Invesco QQQ Trust, Series 1 $16163843 0.72% 30259 ऊपर ×1
VWO $15536664 0.69% 352785 ऊपर ×1
CCEP Coca-Cola Europacific Partners plc - Ordinary Shares $14635838 0.65% 190546 ऊपर ×1
NSC Norfolk Southern Corporation Common Stock $14226799 0.63% 60617 ऊपर ×1
QCOM QUALCOMM Incorporated - Common Stock $13602518 0.61% 88547 ऊपर ×1
CALF $13448576 0.60% 8 ऊपर ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $11828466 0.53% 13 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $11732538 0.52% 53478 ऊपर ×1
ARCC Ares Capital Corporation - Closed End Fund $11000010 0.49% 502513 ऊपर ×1
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $10967749 0.49% 241474 ऊपर ×1
FSK FS KKR Capital Corp. Common Stock $10857024 0.48% 110 ऊपर ×1
OBDC Blue Owl Capital Corporation Common Stock $10401985 0.46% 687962 ऊपर ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $10357746 0.46% 52447 ऊपर ×1
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock $10209897 0.46% 871152 ऊपर ×1
IQLT $10076060 0.45% 271446 ऊपर ×1
CVX Chevron Corporation Common Stock $10021576 0.45% 69191 ऊपर ×1
DKS Dick's Sporting Goods Inc Common Stock $9666430 0.43% 42241 ऊपर ×1
BAC Bank of America Corporation Common Stock $9534423 0.42% 216938 ऊपर ×1
AZN AstraZeneca PLC - American Depositary Shares $9424537 0.42% 143842 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $9219296 0.41% 48411 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $9078371 0.40% 67603 ऊपर ×1
SCHD $9069393 0.40% 331969 ऊपर ×1
SLB SLB Limited Common Shares $8759586 0.39% 228471 ऊपर ×1
BRKB $8704336 0.39% 39 ऊपर ×1
ULXXXX $8671224 0.39% 152932 ऊपर ×1
AGG $8410077 0.37% 86791 ऊपर ×1
LLY Eli Lilly and Company Common Stock $8112948 0.36% 10509 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $8032466 0.36% 74672 ऊपर ×1
VB $7188437 0.32% 29917 ऊपर ×1
IWD $7110259 0.32% 38407 ऊपर ×1
EFA $6964688 0.31% 92113 ऊपर ×1
PG Procter & Gamble Company (The) Common Stock $6873304 0.31% 39 ऊपर ×1
BUFR $6724881 0.30% 220705 ऊपर ×1
IUSV iShares Core S&P U.S. Value ETF $6662039 0.30% 71952 ऊपर ×1
IWB $6488383 0.29% 20140 ऊपर ×1
GBDC Golub Capital BDC, Inc. - Closed End Fund $6460736 0.29% 426170 ऊपर ×1
VUG $6258759 0.28% 15249 ऊपर ×1
LMT Lockheed Martin Corporation Common Stock $6239956 0.28% 12841 ऊपर ×1
PH Parker-Hannifin Corporation Common Stock $6003487 0.27% 9439 ऊपर ×1
IBM International Business Machines Corporation Common Stock $5962736 0.27% 27124 ऊपर ×1
DLR Digital Realty Trust, Inc. Common Stock $5954564 0.27% 33579 ऊपर ×1
GOOGL Alphabet Inc. - Class A Common Stock $5914868 0.26% 5 ऊपर ×1
VGT $5887202 0.26% 9468 ऊपर ×1
KLAC KLA Corporation - Common Stock $5755516 0.26% 9134 ऊपर ×1
ORCL Oracle Corporation Common Stock $5693256 0.25% 34165 ऊपर ×1
BRKA $5447360 0.24% 8 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $5238139 0.23% 400 ऊपर ×1
CUZ Cousins Properties Incorporated Common Stock $5220811 0.23% 170392 ऊपर ×1
VTV $5126053 0.23% 30278 ऊपर ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $5087587 0.23% 14462 ऊपर ×1
NVO Novo Nordisk A/S Common Stock $5029198 0.22% 58465 ऊपर ×1
XLK XLK $4895476 0.22% 59229 ऊपर ×1
GLD $4876982 0.22% 296 ऊपर ×1
BP BP p.l.c. Common Stock $4759042 0.21% 111 ऊपर ×1
EFG $4593345 0.20% 47437 ऊपर ×1
FANG Diamondback Energy, Inc. - Common Stock $4569383 0.20% 27891 ऊपर ×1
FNDE $4561141 0.20% 157010 ऊपर ×1
DELL Dell Technologies Inc. Class C Common Stock $4559240 0.20% 39563 ऊपर ×1
HON Honeywell International Inc. - Common Stock $4555848 0.20% 12 ऊपर ×1
TGT Target Corporation Common Stock $4555566 0.20% 33700 ऊपर ×1
SMH SMH $4549251 0.20% 18785 ऊपर ×1
SCHV $4548505 0.20% 174473 ऊपर ×1
INFL $4538249 0.20% 119177 ऊपर ×1
BX Blackstone Inc. Common Stock $4435070 0.20% 25722 ऊपर ×1
TBN Tamboran Resources Corporation Common stock $4372910 0.19% 208333 ऊपर ×1
HIW Highwoods Properties, Inc. Common Stock $4274778 0.19% 139790 ऊपर ×1

सबसे बड़े नए दांव

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षा मूल्य शेयर % पोर्टफोलियो का
VYM $203610693 1595820 9.08%
VOO $158729157 294592 7.07%
SPY $145762942 7 6.50%
VIGI $75782729 724 3.38%
XPEL $71154748 1781541 3.17%
IEFA $69701231 991765 3.11%
VEA $52761479 1103335 2.35%
VONG $48765483 472076 2.17%
VMC $46265645 687 2.06%
IVV $37980575 64518 1.69%
COWZ $35819214 20 1.60%
MSFT $35744344 84803 1.59%
AVGO $34921731 150629 1.56%
VIG $32525638 166091 1.45%
IJH $31842944 511041 1.42%