Institutions / Edge Financial Advisors LLC / Activity
Activity — Edge Financial Advisors LLC
33 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $8.95M | +60K +1781.94% | 63,572 3.98% of portfolio | medium |
| Q4 2025 as of | Add | 25434V831 Common stock | $7.70M | +203K +321.09% | 265,613 4.25% of portfolio | medium |
| Q4 2025 as of | Add | 25434V203 Common stock | $6.27M | +165K +267.49% | 226,035 3.62% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $4.59M | +54K +1801.50% | 57,235 2.04% of portfolio | low |
| Q4 2025 as of | Add | 464287200 Common stock | $3.38M | +5K +597.94% | 5,758 1.66% of portfolio | low |
| Q4 2025 as of | Add | 464287226 Common stock | $3.22M | +32K +577.31% | 37,794 1.59% of portfolio | low |
| Q4 2025 as of | Add | 922908769 Common stock | $559.3K | +2K +107.41% | 3,221 0.45% of portfolio | low |
| Q4 2025 as of | Add | Apple Inc. Common stock | $556.2K | +2K +7.30% | 30,067 3.44% of portfolio | low |
| Q4 2025 as of | Add | NVIDIA Corp Common stock | $536.6K | +1K +33.51% | 5,733 0.90% of portfolio | low |
| Q4 2025 as of | Add | JPMorgan Chase & Co Common stock | $428.6K | +665 +8.54% | 8,452 2.29% of portfolio | low |
| Q4 2025 as of | Add | 464287804 Common stock | $423.8K | +4K +35.80% | 13,376 0.68% of portfolio | low |
| Q4 2025 as of | Add | Duke Energy Corp Common stock | $371.7K | +2K +39.85% | 6,664 0.55% of portfolio | low |
| Q4 2025 as of | Add | AbbVie Inc. Common stock | $340.9K | +746 +28.14% | 3,397 0.65% of portfolio | low |
| Q4 2025 as of | Add | ELI LILLY & Co Common stock | $340.6K | +463 +51.44% | 1,363 0.42% of portfolio | low |
| Q4 2025 as of | Add | Southern Co Common stock | $296.4K | +3K +35.24% | 13,044 0.48% of portfolio | low |
| Q4 2025 as of | Add | 922908744 Common stock | $238.6K | +1K +59.25% | 3,357 0.27% of portfolio | low |
| Q4 2025 as of | Add | Public Service Enterprise Group Inc Common stock | $194.6K | +2K +75.02% | 5,653 0.19% of portfolio | low |
| Q4 2025 as of | Add | Pepsico Inc Common stock | $131.5K | +916 +28.88% | 4,088 0.25% of portfolio | low |
| Q4 2025 as of | Add | 46434V266 Common stock | $79.0K | +2K +5.18% | 38,631 0.67% of portfolio | low |
| Q4 2025 as of | Add | Microsoft Corp Common stock | $50.3K | +104 +3.15% | 3,404 0.69% of portfolio | low |
| Q4 2025 as of | Add | Tesla Inc Common stock | $44.1K | +49 +2.26% | 2,213 0.84% of portfolio | low |
| Q4 2025 as of | Add | Mcdonald'S Corp Common stock | $26.0K | +85 +6.58% | 1,376 0.18% of portfolio | low |
| Q4 2025 as of | Add | Mondelez International, Inc. Common stock | $21.3K | +395 +9.69% | 4,473 0.10% of portfolio | low |
| Q4 2025 as of | Add | Hershey Co Common stock | $19.3K | +106 +4.68% | 2,371 0.18% of portfolio | low |
| Q4 2025 as of | Add | Edison International Common stock | $15.7K | +262 +2.98% | 9,040 0.23% of portfolio | low |
| Q4 2025 as of | Add | 922908595 Common stock | $15.1K | +50 +5.64% | 937 0.12% of portfolio | low |
| Q4 2025 as of | Add | Sempra Common stock | $14.5K | +164 +3.48% | 4,870 0.18% of portfolio | low |
| Q4 2025 as of | Add | Constellation Energy Corp Common stock | $14.1K | +20 +1.32% | 1,540 0.46% of portfolio | low |
| Q4 2025 as of | Add | 922908629 Common stock | $12.2K | +42 +2.99% | 1,448 0.18% of portfolio | low |
| Q4 2025 as of | Add | 46138E214 Common stock | $9.3K | +266 +2.84% | 9,646 0.14% of portfolio | low |
| Q4 2025 as of | Add | Deere & Co Common stock | $7.9K | +17 +1.89% | 917 0.18% of portfolio | low |
| Q4 2025 as of | Add | 921946406 Common stock | $4.2K | +29 +0.57% | 5,119 0.31% of portfolio | low |
| Q4 2025 as of | Add | 78467Y107 Common stock | $3.6K | +6 +0.22% | 2,742 0.70% of portfolio | low |