$921 Million is the total value of Edge Capital Group, LLC's 230 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS INC | 23 | Q2 2024 | 11.8% |
| SPDR S&P 500 ETF TRUST | 23 | Q2 2024 | 10.5% |
| VANGUARD WHITEHALL FDS INC | 23 | Q2 2024 | 6.7% |
| VANGUARD S&P 500 ETF | 23 | Q2 2024 | 7.0% |
| ISHARES INC | 23 | Q2 2024 | 6.2% |
| ISHARES TR | 23 | Q2 2024 | 6.8% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 3.3% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 4.3% |
| MICROSOFT CORP COM | 23 | Q2 2024 | 2.0% |
| ISHARES TR | 23 | Q2 2024 | 2.1% |
View Edge Capital Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
View Edge Capital Group, 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.