Edge Capital Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$2.07B
Signature - Title
Andy Warning - Compliance Consultant
Location
3333 Riverwood Parkway, Suite 350, Atlanta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 316 $2.07B +$118M -$69.1M +$48.4M VYM, VOO, SPY, VIGI, IEFA 13F-HR 8/13/2024, 04:15 PM
Q1 2024 320 $2.01B +$182M -$85.8M +$96.3M VYM, VOO, SPY, VIGI, IEFA 13F-HR 5/14/2024, 08:10 AM
Q4 2023 303 $1.8B +$197M -$88.6M +$108M VYM, VOO, SPY, VIGI, IEFA 13F-HR 2/13/2024, 12:16 PM
Q3 2023 286 $1.54B +$70.3M -$202M -$132M VYM, SPY, VOO, VIGI, IEFA 13F-HR 11/13/2023, 11:23 AM
Q2 2023 312 $1.74B +$117M -$81.3M +$35.8M VYM, SPY, VIGI, IEFA, VOO 13F-HR 8/8/2023, 03:34 PM
Q1 2023 394 $1.62B +$219M -$84.9M +$134M VYM, SPY, VIGI, VOO, IEFA 13F-HR 5/4/2023, 11:54 AM
Q4 2022 384 $1.43B +$207M -$120M +$86.3M VYM, VIGI, SPY, VOO, IEFA 13F-HR 2/7/2023, 11:12 AM
Q3 2022 349 $1.22B +$171M -$58M +$113M VYM, SPY, VIGI, VOO, VEA 13F-HR 11/9/2022, 03:18 PM
Q2 2022 352 $839M +$99.1M -$166M -$67M VYM, VOO, IEMG, VEA, IJH 13F-HR 8/5/2022, 06:24 PM
Q1 2022 292 $1.46B +$231M -$135M +$96.6M VYM, SPY, VOO, VIGI, IEFA 13F-HR 5/3/2022, 03:56 PM
Q4 2021 284 $1.41B +$111M -$46.5M +$64.1M VYM, SPY, VIGI, VOO, IEMG 13F-HR 1/19/2022, 03:06 PM
Q3 2021 276 $1.26B +$57M -$37.4M +$19.6M VYM, SPY, VIGI, VOO, IEMG 13F-HR 10/26/2021, 02:54 PM
Q2 2021 269 $1.25B +$70.9M -$83.1M -$12.2M VYM, SPY, VIGI, VOO, IEMG 13F-HR 8/9/2021, 10:49 AM
Q1 2021 279 $1.19B +$104M -$164M -$60.4M VYM, SPY, VIGI, VOO, IEMG 13F-HR 5/13/2021, 04:24 PM
Q4 2020 271 $1.19B +$126M -$67.9M +$57.9M VYM, SPY, VIGI, VOO, IEMG 13F-HR 2/16/2021, 11:35 AM
Q3 2020 249 $1B +$86.5M -$95.9M -$9.38M SPY, VYM, VIGI, VOO, IEMG 13F-HR 11/9/2020, 04:47 PM
Q2 2020 218 $956M +$92.1M -$104M -$11.8M SPY, VYM, VOO, VIGI, IEMG 13F-HR 8/11/2020, 12:49 PM
Q1 2020 214 $830M +$187M -$171M +$16M VYM, SPY, VOO, VIGI, IEMG 13F-HR 5/8/2020, 01:00 PM
Q4 2019 229 $1.03B +$51M -$73.6M -$22.7M VYM, SPY, IEFA, IEMG, VIGI 13F-HR 2/11/2020, 10:16 AM
Q3 2019 229 $989M +$54.7M -$106M -$51.6M VYM, SPY, IEFA, IEMG, VIGI 13F-HR 11/12/2019, 11:25 AM
Q2 2019 252 $1.04B +$83.5M -$80.7M +$2.83M VYM, SPY, IEMG, IEFA, VEA 13F-HR 7/25/2019, 05:24 PM
Q1 2019 232 $1.02B +$83.4M -$96.5M -$13.1M VYM, SPY, IEFA, IEMG, VIGI 13F-HR 5/14/2019, 12:52 PM
Q4 2018 230 $921M $0 $0 VYM, SPY, IEFA, IEMG, VEA 13F-HR 2/14/2019, 04:39 PM