Edge Financial Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$113M
Signature - Title
Jeremy Schletz - Chief Compliance Officer
Location
Wheaton, IL
Summary
This page shows a list of all the recent 13F filings made by Edge Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Edge Financial Advisors LLC reported 94 stock holdings with total value $113M as of Q3 2024. Top holdings included SPY, AAPL, VUG, VOO, and QEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 94 $113M +$26.3M -$34.7M -$8.36M SPY, AAPL, VUG, VOO, QEFA 13F-HR 10/25/2024, 03:41 PM
Q1 2024 127 $114M $0 $0 SPY, AAPL, GSLC, VUG, GSIE 13F-HR 4/19/2024, 06:18 PM