Edge Financial Advisors LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Edge Financial Advisors LLC opened 4 positions, added to 17, reduced 19, sold out of 4 and left 2 unchanged. The largest increase in value was TSLA (+$1,064,632); the largest decrease was GOOGL (-$529,763).
- TSLA: Country of operation United States; Class COM; Shares 2025-09-30 2,082; Shares 2025-12-31 2,213.
- ACN: Country of operation —; Class SHS CLASS A; Shares 2025-09-30 3,541; Shares 2025-12-31 3,569.
- DUK: Country of operation United States; Class COM NEW; Shares 2025-09-30 5,486; Shares 2025-12-31 6,664.
- CEG: Country of operation United States; Class COM; Shares 2025-09-30 1,532; Shares 2025-12-31 1,540.
Two Form 13F-HR filings compared (SEC CIK 2011402): 2025-09-30 (filed 2025-10-31) and 2025-12-31 (filed 2026-01-28). 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; share change is the position change.
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