Edge Capital Group, LLC - Portfolio overview

Edge Capital Group, LLC has 332 reported holdings in this dataset, with the latest filing dated 2025-02-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD HIGH DIVIDEND YIELD INDEX ETF, 9.08%
2. VOO - VANGUARD S&P 500 ETF, 7.07%
3. SPY - SPDR S&P 500 ETF TRUST, 6.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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