Edge Capital Group, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Edge Capital Group, LLC opened 71 positions, added to 247, reduced 327 and sold out of 52.
- Q4 2024: Stock NSC; Country of operation United States; Class Stock; Shares before 41,609.
- Q4 2024: Stock JPM; Country of operation United States; Class Stock; Shares before 107,641.
- Q4 2024: Stock AAPL; Country of operation United States; Class Stock; Shares before 110,365.
- Q4 2024: Stock AMZN; Country of operation United States; Class Stock; Shares before 52,326.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767220), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q4 2024 | NSC NORFOLK SOUTHN CORP COM | United States | Stock | 41,609 | 60,617 | +19,008 | $10,339,959 | $14,226,799 | +$3,886,840 | 2025-02-04 |
| Q4 2024 | JPM JPMORGAN CHASE & CO. COM | United States | Stock | 107,641 | 108,854 | +1,213 | $22,697,276 | $26,093,434 | +$3,396,158 | 2025-02-04 |
| Q4 2024 | AAPL APPLE INC COM | United States | Stock | 110,365 | 114,186 | +3,821 | $25,714,996 | $28,594,460 | +$2,879,464 | 2025-02-04 |
| Q4 2024 | AMZN AMAZON COM INC COM | United States | Stock | 52,326 | 53,478 | +1,152 | $9,749,904 | $11,732,538 | +$1,982,634 | 2025-02-04 |
| Q4 2024 | NVDA NVIDIA CORPORATION COM | United States | Stock | 59,246 | 67,603 | +8,357 | $7,194,802 | $9,078,371 | +$1,883,569 | 2025-02-04 |
| Q4 2024 | KLAC KLA CORP COM NEW | United States | Stock | 5,301 | 9,134 | +3,833 | $4,105,147 | $5,755,516 | +$1,650,369 | 2025-02-04 |
| Q4 2024 | GOOG ALPHABET INC CAP STK CL C | United States | Stock | 46,839 | 48,411 | +1,572 | $7,830,929 | $9,219,296 | +$1,388,367 | 2025-02-04 |
| Q4 2024 | BAC BANK AMERICA CORP COM | United States | Stock | 213,660 | 216,938 | +3,278 | $8,478,031 | $9,534,423 | +$1,056,392 | 2025-02-04 |
| Q4 2024 | MSFT MICROSOFT CORP COM | United States | Stock | 80,789 | 84,803 | +4,014 | $34,763,439 | $35,744,344 | +$980,905 | 2025-02-04 |
| Q4 2024 | LMT LOCKHEED MARTIN CORP COM | United States | Stock | 12,123 | 12,841 | +718 | $7,086,621 | $6,239,956 | -$846,665 | 2025-02-04 |
| Q4 2024 | PLTR PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 19,981 | 20,073 | +92 | $743,293 | $1,518,121 | +$774,828 | 2025-02-04 |
| Q4 2024 | XOMXXXX EXXON MOBIL CORP COM | Stock | 74,007 | 74,672 | +665 | $8,675,148 | $8,032,466 | -$642,682 | 2025-02-04 | |
| Q4 2024 | V VISA INC COM CL A | United States | Stock | 10,402 | 10,864 | +462 | $2,860,134 | $3,433,578 | +$573,444 | 2025-02-04 |
| Q4 2024 | AXP AMERICAN EXPRESS CO COM | United States | Stock | 5,338 | 6,451 | +1,113 | $1,447,609 | $1,914,695 | +$467,086 | 2025-02-04 |
| Q4 2024 | ET ENERGY TRANSFER L P COM UT LTD PTN | United States | Stock | 95,950 | 98,295 | +2,345 | $1,539,998 | $1,925,592 | +$385,594 | 2025-02-04 |
| Q4 2024 | EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A | United States | Stock | 4,798,806 | 4,835,206 | +36,400 | $19,435,164 | $19,099,064 | -$336,100 | 2025-02-04 |
| Q4 2024 | ENB ENBRIDGE INC COM | Stock | 40,121 | 45,396 | +5,275 | $1,629,941 | $1,926,120 | +$296,179 | 2025-02-04 | |
| Q4 2024 | AESI ATLAS ENERGY SOLUTIONS INC COM NEW | United States | Stock | 13,365 | 26,178 | +12,813 | $291,357 | $580,628 | +$289,271 | 2025-02-04 |
| Q4 2024 | CL COLGATE PALMOLIVE CO COM | United States | Stock | 20,641 | 20,642 | +1 | $2,142,753 | $1,876,581 | -$266,172 | 2025-02-04 |
| Q4 2024 | ABT ABBOTT LABS COM | United States | Stock | 7,597 | 9,880 | +2,283 | $866,089 | $1,117,482 | +$251,393 | 2025-02-04 |
| Q4 2024 | CPRT COPART INC COM | United States | Stock | 6,528 | 10,256 | +3,728 | $342,067 | $588,592 | +$246,525 | 2025-02-04 |
| Q4 2024 | WFC WELLS FARGO CO NEW COM | United States | Stock | 12,292 | 13,171 | +879 | $694,367 | $925,122 | +$230,755 | 2025-02-04 |
| Q4 2024 | CVX CHEVRON CORP NEW COM | United States | Stock | 66,502 | 69,191 | +2,689 | $9,793,700 | $10,021,576 | +$227,876 | 2025-02-04 |
| Q4 2024 | MCD MCDONALDS CORP COM | United States | Stock | 3,494 | 4,388 | +894 | $1,063,958 | $1,272,037 | +$208,079 | 2025-02-04 |
| Q4 2024 | CUZ COUSINS PPTYS INC COM NEW | United States | REIT | 170,281 | 170,392 | +111 | $5,019,884 | $5,220,811 | +$200,927 | 2025-02-04 |
| Q4 2024 | GRBK GREEN BRICK PARTNERS INC COM | United States | Stock | 6,022 | 6,028 | +6 | $502,957 | $340,522 | -$162,435 | 2025-02-04 |
| Q4 2024 | TMO THERMO FISHER SCIENTIFIC INC COM | United States | Stock | 2,665 | 2,862 | +197 | $1,648,625 | $1,489,013 | -$159,612 | 2025-02-04 |
| Q4 2024 | NEU NEWMARKET CORP COM | United States | Stock | 6,761 | 6,763 | +2 | $3,731,328 | $3,573,231 | -$158,097 | 2025-02-04 |
| Q4 2024 | CRWD CROWDSTRIKE HLDGS INC CL A | United States | Stock | 2,395 | 2,400 | +5 | $671,726 | $821,184 | +$149,458 | 2025-02-04 |
| Q4 2024 | DHR DANAHER CORPORATION COM | United States | Stock | 3,560 | 3,707 | +147 | $989,751 | $850,941 | -$138,810 | 2025-02-04 |
| Q4 2024 | BA BOEING CO COM | United States | Stock | 2,715 | 3,099 | +384 | $412,789 | $548,523 | +$135,734 | 2025-02-04 |
| Q4 2024 | COIN COINBASE GLOBAL INC COM CL A | United States | Stock | 1,295 | 1,456 | +161 | $230,730 | $361,525 | +$130,795 | 2025-02-04 |
| Q4 2024 | ABBV ABBVIE INC COM | United States | Stock | 4,198 | 5,349 | +1,151 | $829,021 | $950,517 | +$121,496 | 2025-02-04 |
| Q4 2024 | KBH KB HOME COM | United States | Stock | 6,000 | 6,038 | +38 | $514,140 | $396,817 | -$117,323 | 2025-02-04 |
| Q4 2024 | ORCL ORACLE CORP COM | United States | Stock | 34,093 | 34,165 | +72 | $5,809,447 | $5,693,256 | -$116,191 | 2025-02-04 |
| Q4 2024 | UNH UNITEDHEALTH GROUP INC COM | United States | Stock | 2,515 | 2,700 | +185 | $1,470,636 | $1,365,965 | -$104,671 | 2025-02-04 |
| Q4 2024 | DE DEERE & CO COM | United States | Stock | 626 | 832 | +206 | $261,249 | $352,518 | +$91,269 | 2025-02-04 |
| Q4 2024 | PANW PALO ALTO NETWORKS INC COM | United States | Stock | 2,979 | 6,018 | +3,039 | $1,018,222 | $1,095,035 | +$76,813 | 2025-02-04 |
| Q4 2024 | PNC PNC FINL SVCS GROUP INC COM | United States | Stock | 2,641 | 2,921 | +280 | $488,189 | $563,315 | +$75,126 | 2025-02-04 |
| Q4 2024 | DUK DUKE ENERGY CORP NEW COM NEW | United States | Stock | 9,857 | 9,865 | +8 | $1,136,530 | $1,062,874 | -$73,656 | 2025-02-04 |
| Q4 2024 | IQV IQVIA HLDGS INC COM | United States | Stock | 1,812 | 13,096 | +11,284 | $429,390 | $356,076 | -$73,314 | 2025-02-04 |
| Q4 2024 | SCHW SCHWAB CHARLES CORP COM | United States | Stock | 5,321 | 5,625 | +304 | $344,854 | $416,306 | +$71,452 | 2025-02-04 |
| Q4 2024 | CSCO CISCO SYS INC COM | United States | Stock | 11,422 | 11,474 | +52 | $607,888 | $679,255 | +$71,367 | 2025-02-04 |
| Q4 2024 | ETN EATON CORP PLC SHS | Stock | 638 | 819 | +181 | $211,459 | $271,802 | +$60,343 | 2025-02-04 | |
| Q4 2024 | TMUS T-MOBILE US INC COM | United States | Stock | 1,688 | 1,851 | +163 | $348,336 | $408,571 | +$60,235 | 2025-02-04 |
| Q4 2024 | COP CONOCOPHILLIPS COM | United States | Stock | 20,254 | 20,898 | +644 | $2,132,288 | $2,072,405 | -$59,883 | 2025-02-04 |
| Q4 2024 | OKE ONEOK INC NEW COM | United States | Stock | 6,111 | 6,131 | +20 | $556,895 | $615,552 | +$58,657 | 2025-02-04 |
| Q4 2024 | BLK BLACKROCK INC COM | United States | Stock | 487 | 507 | +20 | $462,411 | $519,731 | +$57,320 | 2025-02-04 |
| Q4 2024 | ISRG INTUITIVE SURGICAL INC COM NEW | United States | Stock | 700 | 765 | +65 | $343,889 | $399,299 | +$55,410 | 2025-02-04 |
| Q4 2024 | UNP UNION PAC CORP COM | United States | Stock | 11,269 | 11,951 | +682 | $2,777,617 | $2,725,337 | -$52,280 | 2025-02-04 |
| Q4 2024 | ROK ROCKWELL AUTOMATION INC COM | United States | Stock | 2,606 | 2,611 | +5 | $699,607 | $746,198 | +$46,591 | 2025-02-04 |
| Q4 2024 | KKR KKR & CO INC COM | United States | Stock | 1,980 | 2,058 | +78 | $258,548 | $304,399 | +$45,851 | 2025-02-04 |
| Q4 2024 | COF CAPITAL ONE FINL CORP COM | United States | Stock | 1,433 | 1,459 | +26 | $214,563 | $260,169 | +$45,606 | 2025-02-04 |
| Q4 2024 | TJX TJX COS INC NEW COM | United States | Stock | 4,676 | 4,916 | +240 | $549,617 | $593,902 | +$44,285 | 2025-02-04 |
| Q4 2024 | EFX EQUIFAX INC COM | United States | Stock | 1,158 | 1,164 | +6 | $340,290 | $296,645 | -$43,645 | 2025-02-04 |
| Q4 2024 | ADI ANALOG DEVICES INC COM | United States | Stock | 2,208 | 2,209 | +1 | $508,215 | $469,324 | -$38,891 | 2025-02-04 |
| Q4 2024 | ADSK AUTODESK INC COM | United States | Stock | 1,852 | 1,857 | +5 | $510,189 | $548,873 | +$38,684 | 2025-02-04 |
| Q4 2024 | ABNB AIRBNB INC COM CL A | United States | Stock | 7,531 | 7,549 | +18 | $955,006 | $992,014 | +$37,008 | 2025-02-04 |
| Q4 2024 | BDX BECTON DICKINSON & CO COM | United States | Stock | 1,223 | 34,165 | +32,942 | $294,865 | $258,859 | -$36,006 | 2025-02-04 |
| Q4 2024 | PFE PFIZER INC COM | United States | Stock | 14,428 | 14,469 | +41 | $417,541 | $383,858 | -$33,683 | 2025-02-04 |
| Q4 2024 | WBD WARNER BROS DISCOVERY INC COM SER A | United States | Stock | 12,076 | 12,449 | +373 | $99,627 | $131,586 | +$31,959 | 2025-02-04 |
| Q4 2024 | CBRE CBRE GROUP INC CL A | United States | Stock | 1,857 | 1,986 | +129 | $231,159 | $260,742 | +$29,583 | 2025-02-04 |
| Q4 2024 | CMCSA COMCAST CORP NEW CL A | United States | Stock | 8,583 | 8,810 | +227 | $358,512 | $330,639 | -$27,873 | 2025-02-04 |
| Q4 2024 | SYK STRYKER CORPORATION COM | United States | Stock | 1,068 | 1,144 | +76 | $385,826 | $411,897 | +$26,071 | 2025-02-04 |
| Q4 2024 | EME EMCOR GROUP INC COM | United States | Stock | 469 | 502 | +33 | $201,919 | $227,858 | +$25,939 | 2025-02-04 |
| Q4 2024 | SNPS SYNOPSYS INC COM | United States | Stock | 1,609 | 1,629 | +20 | $814,782 | $790,651 | -$24,131 | 2025-02-04 |
| Q4 2024 | CAT CATERPILLAR INC COM | United States | Stock | 3,224 | 3,410 | +186 | $1,260,971 | $1,237,012 | -$23,959 | 2025-02-04 |
| Q4 2024 | HLT HILTON WORLDWIDE HLDGS INC COM | United States | Stock | 977 | 1,006 | +29 | $225,199 | $248,643 | +$23,444 | 2025-02-04 |
| Q4 2024 | ICE INTERCONTINENTAL EXCHANGE INC COM | United States | Stock | 2,270 | 2,292 | +22 | $364,653 | $341,531 | -$23,122 | 2025-02-04 |
| Q4 2024 | TXN TEXAS INSTRS INC COM | United States | Stock | 6,105 | 6,843 | +738 | $1,261,110 | $1,283,131 | +$22,021 | 2025-02-04 |
| Q4 2024 | COST COSTCO WHSL CORP NEW COM | United States | Stock | 1,791 | 15,269 | +13,478 | $1,587,688 | $1,565,834 | -$21,854 | 2025-02-04 |
| Q4 2024 | TSCO TRACTOR SUPPLY CO COM | United States | Stock | 1,233 | 7,165 | +5,932 | $358,717 | $380,175 | +$21,458 | 2025-02-04 |
| Q4 2024 | EOG EOG RES INC COM | United States | Stock | 12,433 | 12,639 | +206 | $1,528,389 | $1,549,289 | +$20,900 | 2025-02-04 |
| Q4 2024 | ZTS ZOETIS INC CL A | United States | Stock | 1,794 | 2,043 | +249 | $350,512 | $332,866 | -$17,646 | 2025-02-04 |
| Q4 2024 | MO ALTRIA GROUP INC COM | United States | Stock | 8,104 | 8,219 | +115 | $413,645 | $429,789 | +$16,144 | 2025-02-04 |
| Q4 2024 | TGT TARGET CORP COM | United States | Stock | 29,142 | 33,700 | +4,558 | $4,542,072 | $4,555,566 | +$13,494 | 2025-02-04 |
| Q4 2024 | CGBD CARLYLE SECURED LENDING INC COM | United States | CEF | 11,314 | 64,518 | +53,204 | $191,999 | $202,860 | +$10,861 | 2025-02-04 |
| Q4 2024 | PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | United States | Stock | 31,673 | 31,693 | +20 | $550,160 | $541,311 | -$8,849 | 2025-02-04 |
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