Edge Capital Group, LLC
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
332
- Value ($000)
$2,243,634
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001767220
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $203.61M | 9 % | 1,595,820 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $158.73M | 7 % | 294,592 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $145.76M | 7 % | 7 | ||
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | ETF | 921946810 | $75.78M | 3 % | 724 | ||
XPEL/U XPEL INC COM | STOCK | 98379L100 | $71.15M | 3 % | 1,781,541 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $69.70M | 3 % | 991,765 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $52.76M | 2 % | 1,103,335 | ||
VONG VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | $48.77M | 2 % | 472,076 | ||
VMC VULCAN MATLS CO COM | STOCK | 929160109 | $46.27M | 2 % | 687 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $37.98M | 2 % | 64,518 |
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