Edge Capital Group, LLC

Q4 2024 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    332

  • Value ($000)

    $2,243,634

  • Date Filed
    02/04/2025
  • Form type
    13F-HR
  • CIK
    0001767220
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

ETF
921946406
$203.61M
9 %

1,595,820

V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$158.73M
7 %

294,592

S
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$145.76M
7 %

7

V
VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

ETF
921946810
$75.78M
3 %

724

X
XPEL/U

XPEL INC COM

STOCK
98379L100
$71.15M
3 %

1,781,541

I
IEFA

ISHARES CORE MSCI EAFE ETF

ETF
46432F842
$69.70M
3 %

991,765

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$52.76M
2 %

1,103,335

V
VONG

VANGUARD RUSSELL 1000 GROWTH ETF

ETF
92206C680
$48.77M
2 %

472,076

V
VMC

VULCAN MATLS CO COM

STOCK
929160109
$46.27M
2 %

687

I
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$37.98M
2 %

64,518

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