Edge Capital Group, LLC

CIK 1767220 · SEC EDGAR'da Görüntüle ↗

Portföy Değeri
$2.2B
13F değerine göre 9.443 içinde 1.405. · en iyi 14.9%
Pozisyonlar
332
Tarih itibarıyla
31 Aralık 2024 Q4 2024 itibarıyla veriler
En iyi 10 pozisyon ağırlığı
40,58%
En iyi 25 pozisyon ağırlığı
60,29%
%1'in üzerindeki pozisyonlar
26
Etkin pozisyon sayısı
37,5

Yalnızca 13F uzun-öz sermaye varlıklarına dayanmaktadır (nakit, tahvil, kısa pozisyonlar açıklanmamıştır)

Yeni pozisyonlar
332
Artırıldı
0
Azaldı
0
Kapalı
0
Bu sayfada

Sektör dağılımı

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%
Diğer/Eşleştirilemeyen
58,2%

Tam portföy 332 pozisyonlar

Tür Seri 8 Çeyrek Trendi
VYM $203.610.693 9,08% 1.595.820 Yukarı ×1
VOO $158.729.157 7,07% 294.592 Yukarı ×1
SPY SPY $145.762.942 6,50% 7 Yukarı ×1
VIGI Vanguard International Dividend Appreciation ETF $75.782.729 3,38% 724 Yukarı ×1
XPEL XPEL, Inc. - Common Stock $71.154.748 3,17% 1.781.541 Yukarı ×1
IEFA $69.701.231 3,11% 991.765 Yukarı ×1
VEA $52.761.479 2,35% 1.103.335 Yukarı ×1
VONG Vanguard Russell 1000 Growth ETF $48.765.483 2,17% 472.076 Yukarı ×1
VMC Vulcan Materials Company (Holding Company) Common Stock $46.265.645 2,06% 687 Yukarı ×1
IVV $37.980.575 1,69% 64.518 Yukarı ×1
COWZ $35.819.214 1,60% 20 Yukarı ×1
MSFT Microsoft Corporation - Common Stock $35.744.344 1,59% 84.803 Yukarı ×1
AVGO Broadcom Inc. - Common Stock $34.921.731 1,56% 150.629 Yukarı ×1
VIG $32.525.638 1,45% 166.091 Yukarı ×1
IJH $31.842.944 1,42% 511.041 Yukarı ×1
IUSG iShares Core S&P U.S. Growth ETF $31.587.475 1,41% 226.677 Yukarı ×1
AAPL Apple Inc. - Common Stock $28.594.460 1,27% 114.186 Yukarı ×1
IJR $27.318.430 1,22% 11 Yukarı ×1
IWF $27.190.979 1,21% 33 Yukarı ×1
TRGP Targa Resources, Inc. Common Stock $26.985.769 1,20% 151.181 Yukarı ×1
WMT Walmart Inc. - Common Stock $26.779.571 1,19% 296.398 Yukarı ×1
RTX RTX Corporation Common Stock $26.598.494 1,19% 229.852 Yukarı ×1
JPM JP Morgan Chase & Co. Common Stock $26.093.434 1,16% 108.854 Yukarı ×1
KO Coca-Cola Company (The) Common Stock $25.898.183 1,15% 424 Yukarı ×1
VTI $24.269.808 1,08% 63 Yukarı ×1
MS Morgan Stanley Common Stock $23.100.819 1,03% 183.748 Yukarı ×1
JNJ Johnson & Johnson Common Stock $22.303.746 0,99% 8 Yukarı ×1
IEMG $21.936.490 0,98% 420.078 Yukarı ×1
MDY $21.933.956 0,98% 38.509 Yukarı ×1
META Meta Platforms, Inc. - Class A Common Stock $19.673.747 0,88% 33.601 Yukarı ×1
EVLV Evolv Technologies Holdings, Inc. - Class A Common Stock $19.099.064 0,85% 4.835.206 Yukarı ×1
MRK Merck & Company, Inc. Common Stock (new) $18.641.513 0,83% 20.073 Yukarı ×1
HCA HCA Healthcare, Inc. Common Stock $17.777.700 0,79% 15 Yukarı ×1
TFC Truist Financial Corporation Common Stock $17.232.103 0,77% 100 Yukarı ×1
QQQ Invesco QQQ Trust, Series 1 $16.163.843 0,72% 30.259 Yukarı ×1
VWO $15.536.664 0,69% 352.785 Yukarı ×1
CCEP Coca-Cola Europacific Partners plc - Ordinary Shares $14.635.838 0,65% 190.546 Yukarı ×1
NSC Norfolk Southern Corporation Common Stock $14.226.799 0,63% 60.617 Yukarı ×1
QCOM QUALCOMM Incorporated - Common Stock $13.602.518 0,61% 88.547 Yukarı ×1
CALF $13.448.576 0,60% 8 Yukarı ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $11.828.466 0,53% 13 Yukarı ×1
AMZN Amazon.com, Inc. - Common Stock $11.732.538 0,52% 53.478 Yukarı ×1
ARCC Ares Capital Corporation - Closed End Fund $11.000.010 0,49% 502.513 Yukarı ×1
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $10.967.749 0,49% 241.474 Yukarı ×1
FSK FS KKR Capital Corp. Common Stock $10.857.024 0,48% 110 Yukarı ×1
OBDC Blue Owl Capital Corporation Common Stock $10.401.985 0,46% 687.962 Yukarı ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $10.357.746 0,46% 52.447 Yukarı ×1
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock $10.209.897 0,46% 871.152 Yukarı ×1
IQLT $10.076.060 0,45% 271.446 Yukarı ×1
CVX Chevron Corporation Common Stock $10.021.576 0,45% 69.191 Yukarı ×1
DKS Dick's Sporting Goods Inc Common Stock $9.666.430 0,43% 42.241 Yukarı ×1
BAC Bank of America Corporation Common Stock $9.534.423 0,42% 216.938 Yukarı ×1
AZN AstraZeneca PLC - American Depositary Shares $9.424.537 0,42% 143.842 Yukarı ×1
GOOG Alphabet Inc. - Class C Capital Stock $9.219.296 0,41% 48.411 Yukarı ×1
NVDA NVIDIA Corporation - Common Stock $9.078.371 0,40% 67.603 Yukarı ×1
SCHD $9.069.393 0,40% 331.969 Yukarı ×1
SLB SLB Limited Common Shares $8.759.586 0,39% 228.471 Yukarı ×1
BRKB $8.704.336 0,39% 39 Yukarı ×1
ULXXXX $8.671.224 0,39% 152.932 Yukarı ×1
AGG $8.410.077 0,37% 86.791 Yukarı ×1
LLY Eli Lilly and Company Common Stock $8.112.948 0,36% 10.509 Yukarı ×1
XOM Exxon Mobil Corporation Common Stock $8.032.466 0,36% 74.672 Yukarı ×1
VB $7.188.437 0,32% 29.917 Yukarı ×1
IWD $7.110.259 0,32% 38.407 Yukarı ×1
EFA $6.964.688 0,31% 92.113 Yukarı ×1
PG Procter & Gamble Company (The) Common Stock $6.873.304 0,31% 39 Yukarı ×1
BUFR $6.724.881 0,30% 220.705 Yukarı ×1
IUSV iShares Core S&P U.S. Value ETF $6.662.039 0,30% 71.952 Yukarı ×1
IWB $6.488.383 0,29% 20.140 Yukarı ×1
GBDC Golub Capital BDC, Inc. - Closed End Fund $6.460.736 0,29% 426.170 Yukarı ×1
VUG $6.258.759 0,28% 15.249 Yukarı ×1
LMT Lockheed Martin Corporation Common Stock $6.239.956 0,28% 12.841 Yukarı ×1
PH Parker-Hannifin Corporation Common Stock $6.003.487 0,27% 9.439 Yukarı ×1
IBM International Business Machines Corporation Common Stock $5.962.736 0,27% 27.124 Yukarı ×1
DLR Digital Realty Trust, Inc. Common Stock $5.954.564 0,27% 33.579 Yukarı ×1
GOOGL Alphabet Inc. - Class A Common Stock $5.914.868 0,26% 5 Yukarı ×1
VGT $5.887.202 0,26% 9.468 Yukarı ×1
KLAC KLA Corporation - Common Stock $5.755.516 0,26% 9.134 Yukarı ×1
ORCL Oracle Corporation Common Stock $5.693.256 0,25% 34.165 Yukarı ×1
BRKA $5.447.360 0,24% 8 Yukarı ×1
HD Home Depot, Inc. (The) Common Stock $5.238.139 0,23% 400 Yukarı ×1
CUZ Cousins Properties Incorporated Common Stock $5.220.811 0,23% 170.392 Yukarı ×1
VTV $5.126.053 0,23% 30.278 Yukarı ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $5.087.587 0,23% 14.462 Yukarı ×1
NVO Novo Nordisk A/S Common Stock $5.029.198 0,22% 58.465 Yukarı ×1
XLK XLK $4.895.476 0,22% 59.229 Yukarı ×1
GLD $4.876.982 0,22% 296 Yukarı ×1
BP BP p.l.c. Common Stock $4.759.042 0,21% 111 Yukarı ×1
EFG $4.593.345 0,20% 47.437 Yukarı ×1
FANG Diamondback Energy, Inc. - Common Stock $4.569.383 0,20% 27.891 Yukarı ×1
FNDE $4.561.141 0,20% 157.010 Yukarı ×1
DELL Dell Technologies Inc. Class C Common Stock $4.559.240 0,20% 39.563 Yukarı ×1
HON Honeywell International Inc. - Common Stock $4.555.848 0,20% 12 Yukarı ×1
TGT Target Corporation Common Stock $4.555.566 0,20% 33.700 Yukarı ×1
SMH SMH $4.549.251 0,20% 18.785 Yukarı ×1
SCHV $4.548.505 0,20% 174.473 Yukarı ×1
INFL $4.538.249 0,20% 119.177 Yukarı ×1
BX Blackstone Inc. Common Stock $4.435.070 0,20% 25.722 Yukarı ×1
TBN Tamboran Resources Corporation Common stock $4.372.910 0,19% 208.333 Yukarı ×1
HIW Highwoods Properties, Inc. Common Stock $4.274.778 0,19% 139.790 Yukarı ×1

En büyük yeni yatırımlar

Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.

Menkul Kıymet Değer Hisse senetleri % portföyün
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%