HoldingsChannel.com
Edge Capital Group LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD WHITEHALL FDS INC (VYM) 979,436 -46,263 $91,783
     VYM979,436-46,263$91,783
SPDR S&P 500 ETF TR (SPY) 269,587 -7,787 $86,769
     SPY269,587-7,787$86,769
ISHARES TR (IEFA) 982,806 +54,438 $64,118
     IEFA982,806+54,438$64,118
ISHARES INC (IEMG) 998,618 -11,110 $53,686
     IEMG998,618-11,110$53,686
VANGUARD WHITEHALL FDS INC (VIGI) 477,068 -21,701 $34,378
     VIGI477,068-21,701$34,378
VANGUARD TAX MANAGED INTL FD (VEA) 738,945 -10,426 $32,558
     VEA738,945-10,426$32,558
VANGUARD INDEX FDS (VOO) 68,822 +5,998 $20,357
     VOO68,822+5,998$20,357
ISHARES TR (EFA) 284,423 +3,621 $19,750
     EFA284,423+3,621$19,750
ISHARES TR (IWD) 140,938 -6,494 $19,235
     IWD140,938-6,494$19,235
VANGUARD GROUP (VIG) 148,718 -756 $18,539
     VIG148,718-756$18,539
ISHARES TR (AGG) 164,776 +7,620 $18,516
     AGG164,776+7,620$18,516
JOHNSON & JOHNSON 111,468 +29,387 $16,260
     JNJ111,468+29,387$16,260
MICROSOFT CORP 95,458 -481 $15,054
     MSFT95,458-481$15,054
ISHARES TR (ACWI) 155,574 +551 $12,329
     ACWI155,574+551$12,329
ISHARES TR (IVV) 37,685 +9,040 $12,181
     IVV37,685+9,040$12,181
TRUIST FINL CORP 207,099 +207,099 $11,664
     TFC207,099+207,099$11,664
ISHARES TR (EEM) 253,269 -1,194 $11,364
     EEM253,269-1,194$11,364
PROCTER & GAMBLE CO 90,975 -649 $11,363
     PG90,975-649$11,363
UNITED TECHNOLOGIES CORP 73,157 +557 $10,956
     UTX73,157+557$10,956
VERIZON COMMUNICATIONS INC 176,532 +2,343 $10,839
     VZ176,532+2,343$10,839
CONOCOPHILLIPS 159,821 +1,645 $10,393
     COP159,821+1,645$10,393
CISCO SYS INC 213,397 +755 $10,234
     CSCO213,397+755$10,234
CROWN CASTLE INTL CORP NEW 71,515 +496 $10,166
     CCI71,515+496$10,166
TAIWAN SEMICONDUCTOR MFG LTD 172,462 +7,800 $10,020
     TSM172,462+7,800$10,020
SANOFI 189,108 -53,541 $9,493
     SNY189,108-53,541$9,493
NOVARTIS A G 99,912 -14,539 $9,461
     NVS99,912-14,539$9,461
BROADCOM INC 29,607 +219 $9,356
     AVGO29,607+219$9,356
DOMINION ENERGY INC 111,682 +867 $9,250
     D111,682+867$9,250
PEPSICO INC 66,582 -10,641 $9,100
     PEP66,582-10,641$9,100
KONINKLIJKE PHILIPS N V 184,504 +1,309 $9,004
     PHG184,504+1,309$9,004
DIAGEO P L C 53,099 +533 $8,943
     DEO53,099+533$8,943
ISHARES TR (IUSV) 133,600 UNCH $8,419
     IUSV133,600UNCH$8,419
EATON CORP PLC 88,270 +5,039 $8,361
     ETN88,270+5,039$8,361
CITIGROUP INC 100,282 +5,986 $8,012
     C100,282+5,986$8,012
ONEOK INC NEW 103,064 +1,518 $7,799
     OKE103,064+1,518$7,799
VANGUARD INTL EQUITY INDEX F (VWO) 174,654 +29,211 $7,767
     VWO174,654+29,211$7,767
ANHEUSER BUSCH INBEV SA NV 94,236 -11,594 $7,731
     BUD94,236-11,594$7,731
WISDOMTREE TR 105,612 +15,955 $7,455
     HEDJ105,612+15,955$7,455
CORNING INC 252,262 +3,779 $7,343
     GLW252,262+3,779$7,343
KOHLS CORP 135,988 +1,757 $6,929
     KSS135,988+1,757$6,929
APPLE INC 23,092 -681 $6,781
     AAPL23,092-681$6,781
ABBOTT LABS 74,285 +924 $6,452
     ABT74,285+924$6,452
ISHARES TR (IWM) 37,624 +539 $6,233
     IWM37,624+539$6,233
UNILEVER PLC 108,446 -46,504 $6,200
     UL108,446-46,504$6,200
BP PLC 157,189 -1,400 $5,932
     BP157,189-1,400$5,932
SCHWAB STRATEGIC TR 195,555 +24,886 $5,835
     FNDE195,555+24,886$5,835
ROYAL DUTCH SHELL PLC      $5,804
     RDS.B96,777+2,102$5,804
COCA COLA CO 102,159 -42 $5,655
     KO102,159-42$5,655
CUMMINS INC 30,318 +273 $5,426
     CMI30,318+273$5,426
EXXON MOBIL CORP 77,554 +11 $5,412
     XOM77,554+11$5,412

See Full List: All Stocks Held By Edge Capital Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Edge Capital Group LLC

Size ($ in 1000's)
At 12/31/2019: $1,028,185
At 09/30/2019: $988,718

Edge Capital Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Edge Capital Group LLC 13F filings. Link to 13F filings: SEC filings

Edge Capital Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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