Edge Financial Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    wheaton, IL
  • CIK
    0002011402
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

92

$111.94M
SPY, AAPL, DFAC, VUG
13F-HR
Jan 17, 2025
000106299325000888

93

$112.81M
SPY, AAPL, VUG, VOO
13F-HR
Oct 25, 2024
000106299324017949

132

$113.59M
SPY, AAPL, GSLC, VUG
13F-HR
Apr 22, 2024
000106299324008607
Edge Financial Advisors Llc 13F Filings