$778 Million is the total value of Edge Advisors, LLC's 1238 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 7 | Q2 2018 | 8.0% |
| COCA COLA CO COM | 7 | Q2 2018 | 5.9% |
| SPDR S&P 500 ETF | 7 | Q2 2018 | 4.8% |
| EXXON MOBIL CORP COM | 7 | Q2 2018 | 3.7% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 7 | Q2 2018 | 2.9% |
| ENTERPRISE PRODS PARTNERS L P COM | 7 | Q2 2018 | 1.6% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 7 | Q2 2018 | 1.8% |
| MICROSOFT CORP COM | 7 | Q2 2018 | 1.9% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 7 | Q2 2018 | 2.4% |
| ISHARES CORE S&P U.S. VALUE ETF | 7 | Q2 2018 | 1.7% |
View Edge Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-15 |
| 13F-HR | 2018-02-13 |
| 13F-HR | 2017-11-08 |
| 13F-HR | 2017-10-27 |
| 13F-HR | 2017-10-27 |
| 13F-HR | 2017-10-27 |
View Edge Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.