StockDriftsStockDriftsTop 50 Edge Capital Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 9.08% | 1.60M | $203.6M | -0.13%(-2.08K) | — | 2024-12-31 | |
| VOO | VANGUARD S&P 500 ETF | 7.07% | 294.6K | $158.7M | +0.82%(+2.40K) | — | 2024-12-31 | |
| SPY | SPDR S&P 500 ETF TRUST | 6.5% | 7 | $145.8M | -100.00%(-247.88K) | — | 2024-12-31 | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 3.38% | 724 | $75.8M | -99.92%(-941.50K) | — | 2024-12-31 | |
| XPEL | XPEL INC COM | 3.17% | 1.78M | $71.2M | -2.84%(-52.00K) | — | 2024-12-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 3.11% | 991.8K | $69.7M | +1.48%(+14.48K) | — | 2024-12-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.35% | 1.10M | $52.8M | +3.92%(+41.64K) | — | 2024-12-31 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 2.17% | 472.1K | $48.8M | +3.35%(+15.32K) | — | 2024-12-31 | |
| VMC | VULCAN MATLS CO COM | 2.06% | 687 | $46.3M | -99.62%(-179.30K) | — | 2024-12-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.69% | 64.5K | $38.0M | +2.09%(+1.32K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Edge Capital Group, Llc reports $2.24B in US-listed equity holdings across 332 positions in its most recent 13F filing. Its largest disclosed positions are VYM (9.1%), VOO (7.1%) and SPY (6.5%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Edge Capital Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767220). View Edge Capital Group, Llc’s 13F filings on SEC