Edge Financial Advisors LLC current holdings: USA Stocks
Edge Financial Advisors LLC reported $0.04 billion in share positions in stocks (listed in the US), 42 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are AAPL, JPM, NVDA.
- AAPL: Country of operation United States; Class COM; Shares 30,067; Value $8,173,923.
- JPM: Country of operation United States; Class COM; Shares 8,452; Value $5,446,886.
- NVDA: Country of operation United States; Class COM; Shares 5,733; Value $2,137,950.
- TSLA: Country of operation United States; Class COM; Shares 2,213; Value $1,990,598.
Form 13F-HR as filed (SEC CIK 2011402): quarter ended 2025-12-31, filed 2026-01-28. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 30,067 | $8,173,923 | 19.33% | 2025-12-31 | 2026-01-28 | |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 8,452 | $5,446,886 | 12.88% | 2025-12-31 | 2026-01-28 | +3.96% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 5,733 | $2,137,950 | 5.06% | 2025-12-31 | 2026-01-28 | +21.83% |
|---|
TSLA
TESLA INC | United States | COM | 2,213 | $1,990,598 | 4.71% | 2025-12-31 | 2026-01-28 | -21.54% |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 3,569 | $1,915,262 | 4.53% | 2025-12-31 | 2026-01-28 | -33.98% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 3,404 | $1,646,035 | 3.89% | 2025-12-31 | 2026-01-28 | +5.24% |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 19,505 | $1,583,221 | 3.74% | 2025-12-31 | 2026-01-28 | -3.26% |
|---|
ABBV
ABBVIE INC | United States | COM | 3,397 | $1,552,202 | 3.67% | 2025-12-31 | 2026-01-28 | +15.23% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 6,664 | $1,304,250 | 3.08% | 2025-12-31 | 2026-01-28 | -2.56% |
|---|
AVGO
BROADCOM INC | United States | COM | 1,736 | $1,201,318 | 2.84% | 2025-12-31 | 2026-01-28 | +2.60% |
|---|
SO
SOUTHERN CO | United States | COM | 13,044 | $1,137,462 | 2.69% | 2025-12-31 | 2026-01-28 | -4.30% |
|---|
CEG
CONSTELLATION ENERGY CORP | United States | COM | 1,540 | $1,088,374 | 2.57% | 2025-12-31 | 2026-01-28 | -25.11% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 939 | $1,072,394 | 2.54% | 2025-12-31 | 2026-01-28 | -1.28% |
|---|
LLY
ELI LILLY & CO | United States | COM | 1,363 | $1,002,742 | 2.37% | 2025-12-31 | 2026-01-28 | +10.23% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 399 | $693,874 | 1.64% | 2025-12-31 | 2026-01-28 | +7.22% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 1,720 | $681,455 | 1.61% | 2025-12-31 | 2026-01-28 | -3.39% |
|---|
PEP
PEPSICO INC | United States | COM | 4,088 | $586,772 | 1.39% | 2025-12-31 | 2026-01-28 | -10.33% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 1,740 | $545,862 | 1.29% | 2025-12-31 | 2026-01-28 | +7.50% |
|---|
EIX
EDISON INTL | United States | COM | 9,040 | $542,562 | 1.28% | 2025-12-31 | 2026-01-28 | -10.76% |
|---|
META
META PLATFORMS INC | United States | CL A | 383 | $515,852 | 1.22% | 2025-12-31 | 2026-01-28 | +11.92% |
|---|
PEG
PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 5,653 | $453,973 | 1.07% | 2025-12-31 | 2026-01-28 | -15.72% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 3,789 | $436,954 | 1.03% | 2025-12-31 | 2026-01-28 | +19.18% |
|---|
HSY
HERSHEY CO | United States | COM | 2,371 | $431,507 | 1.02% | 2025-12-31 | 2026-01-28 | -11.30% |
|---|
MRK
MERCK & CO INC | United States | COM | 2,042 | $429,964 | 1.02% | 2025-12-31 | 2026-01-28 | +41.82% |
|---|
SRE
SEMPRA | United States | COM | 4,870 | $429,936 | 1.02% | 2025-12-31 | 2026-01-28 | -11.45% |
|---|
DE
DEERE & CO | United States | COM | 917 | $426,756 | 1.01% | 2025-12-31 | 2026-01-28 | +46.16% |
|---|
AMZN
AMAZON COM INC | United States | COM | 1,848 | $426,659 | 1.01% | 2025-12-31 | 2026-01-28 | +6.87% |
|---|
T
AT&T INC | United States | COM | 8,520 | $423,330 | 1.00% | 2025-12-31 | 2026-01-28 | -1.45% |
|---|
MCD
MCDONALDS CORP | United States | COM | 1,376 | $420,500 | 0.99% | 2025-12-31 | 2026-01-28 | -23.44% |
|---|
UBS
UBS GROUP AG | | SHS | 4,366 | $404,344 | 0.96% | 2025-12-31 | 2026-01-28 | +5.33% |
|---|
WMT
WALMART INC | United States | COM | 3,610 | $402,174 | 0.95% | 2025-12-31 | 2026-01-28 | -4.14% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 792 | $398,059 | 0.94% | 2025-12-31 | 2026-01-28 | |
|---|
BA
BOEING CO | United States | COM | 1,770 | $384,381 | 0.91% | 2025-12-31 | 2026-01-28 | -13.56% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,021 | $319,429 | 0.76% | 2025-12-31 | 2026-01-28 | +8.92% |
|---|
ABT
ABBOTT LABS | United States | COM | 2,474 | $309,983 | 0.73% | 2025-12-31 | 2026-01-28 | -19.43% |
|---|
AEE
AMEREN CORP | United States | COM | 2,815 | $281,127 | 0.66% | 2025-12-31 | 2026-01-28 | +0.39% |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 4,473 | $240,798 | 0.57% | 2025-12-31 | 2026-01-28 | +10.20% |
|---|
HD
HOME DEPOT INC | United States | COM | 610 | $209,753 | 0.50% | 2025-12-31 | 2026-01-28 | -16.29% |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 38 | $203,395 | 0.48% | 2025-12-31 | 2026-01-28 | -24.21% |
|---|
LNT
ALLIANT ENERGY CORP | United States | COM | 3,104 | $201,760 | 0.48% | 2025-12-31 | 2026-01-28 | -1.03% |
|---|
LAC
LITHIUM AMERS CORP NEW | | COM SHS | 14,044 | $174,932 | 0.41% | 2025-12-31 | 2026-01-28 | -39.68% |
|---|
NKLR
TERRA INNOVATUM GLOBAL NV | | ORD SHS | 12,597 | $63,331 | 0.15% | 2025-12-31 | 2026-01-28 | -27.92% |
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