Edge Financial Advisors LLC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$189.8B
Holdings
124
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IBMINTERNATIONAL BUSINESS MACHS | 952 | $279.0M | 0.15% | |
| 102 | MLPXGLOBAL X FDS | 4,428 | $277.2M | 0.15% | |
| 103 | OUNZVANECK MERK GOLD ETF | 8,657 | $276.1M | 0.15% | |
| 104 | GOOGLALPHABET INC | 1,564 | $275.6M | 0.15% | |
| 105 | AEEAMEREN CORP | 2,815 | $270.3M | 0.14% | |
| 106 | DFAXDIMENSIONAL ETF TRUST | 9,153 | $268.8M | 0.14% | |
| 107 | PEGPUBLIC SVC ENTERPRISE GRP IN | 3,158 | $265.9M | 0.14% | |
| 108 | DISDISNEY WALT CO | 2,131 | $264.2M | 0.14% | |
| 109 | IWPISHARES TR | 1,891 | $261.8M | 0.14% | |
| 110 | VBKVANGUARD INDEX FDS | 934 | $258.6M | 0.14% | |
| 111 | GSSCGOLDMAN SACHS ETF TR | 3,653 | $252.6M | 0.13% | |
| 112 | IMCBISHARES TR | 3,114 | $249.8M | 0.13% | |
| 113 | METAMETA PLATFORMS INC | 333 | $245.2M | 0.13% | |
| 114 | KOCOCA COLA CO | 3,433 | $244.2M | 0.13% | |
| 115 | JNJJOHNSON & JOHNSON | 1,570 | $243.6M | 0.13% | |
| 116 | IBDQISHARES TR | 9,689 | $243.1M | 0.13% | |
| 117 | MCOMOODYS CORP | 464 | $232.6M | 0.12% | |
| 118 | —SPDR INDEX SHS FDS | 3,633 | $229.0M | 0.12% | |
| 119 | BLOKAMPLIFY ETF TR | 3,927 | $223.2M | 0.12% | |
| 120 | MOALTRIA GROUP INC | 3,738 | $219.2M | 0.12% | |
| 121 | ISRGINTUITIVE SURGICAL INC | 387 | $209.8M | 0.11% | |
| 122 | IQLTISHARES TR | 4,736 | $204.6M | 0.11% | |
| 123 | VVISA INC | 569 | $202.0M | 0.11% | |
| 124 | VONGVANGUARD SCOTTSDALE FDS | 1,853 | $200.3M | 0.11% |
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