Edge Financial Advisors LLC quarter change: USA Stocks, New
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).
- MRK: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 2,042.
- UBS: Country of operation —; Class SHS; Shares 2025-09-30 0; Shares 2025-12-31 4,366.
- LAC: Country of operation —; Class COM SHS; Shares 2025-09-30 0; Shares 2025-12-31 14,044.
- NKLR: Country of operation —; Class ORD SHS; Shares 2025-09-30 0; Shares 2025-12-31 12,597.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Axiom Financial Strategies, LLC | United States | $0.238B | 49 |
| Alfreton Capital LLP | United Kingdom | $0.238B | 4 |
| 22NW, LP | United States | $0.238B | 20 |
| Greenfield Savings Bank | United States | $0.238B | 141 |
| MB, LEVIS & ASSOCIATES, LLC | United States | $0.238B | 245 |
| SCHULHOFF & CO INC | United States | $0.238B | 132 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | United States | $0.238B | 172 |
| SHARIAPORTFOLIO, INC. | United States | $0.237B | 24 |
| Bowman & Co S.C. | United States | $0.237B | 118 |
| AVISO WEALTH MANAGEMENT | United States | $0.238B | 146 |