Edge-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ACN", "ABT", "ABBV", "VONG", "GOOGL", "AVGO", "DUK", null, "HD", null, "MCD", null, null, "GSIE", "BKNG", "MUB", "META", null, null, null, null, null, "MA", "MSFT", "MDLZ", null, null, null, "HSY", "IJR", null, "VHT", null, "EEM", "IWF", "PEP", "IVV", "AAPL", "SPY", "NVDA", "IEFA", "SRE", null, null, "VO", "VV", null, null, null, "PRF", null, "VCIT", "VYM", "AEE", "IWP", "GSLC", "PEG", "AMZN", null, "VEU", "VGT", "VUG", "VXUS", "VBK", "VTEB", "BND", "VB", "VOO", "VTV", "WMT", null, null, null, "EIX", null, "SO", "IXUS", null, "BRK-B", null, "BA", "CEG", "COST", "DE", null, "DFAX", "DFAC", "EFA", "MCO", "IWB", "QQQ", "IWM", "MDY", "DIS", "GOOG", "TSLA", "MO", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-18
- Total Holdings
- 101
- Total Value
- 158429767
- Accession Number
- 0001062993-25-007657
- Form Type
- 13F-HR
- Manager Name
- Edge-Financial-Advisors
Data Enrichment
71% identified72 identified29 unidentified
Holdings
101 positions • $158.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
— | All Managers (Combined) | $207.1K | 0.1% ($207.1K/$158.4M) |