Edge Financial Advisors LLC Last Quarter Change: USA Stocks, Reduced

Edge Financial Advisors LLC quarter change: USA Stocks, Reduced

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).

GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-09-30 1,747; Shares 2025-12-31 1,021.
NVDA: Country of operation United States; Class COM; Shares 2025-09-30 6,647; Shares 2025-12-31 5,733.
PEG: Country of operation United States; Class COM; Shares 2025-09-30 8,041; Shares 2025-12-31 5,653.
MSFT: Country of operation United States; Class COM; Shares 2025-09-30 3,536; Shares 2025-12-31 3,404.

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.

Stock	Country of operation	Class	Shares 2025-09-30	Shares 2025-12-31	Share change	Value 2025-09-30	Value 2025-12-31	Value change
GOOGL ALPHABET INC	United States	CAP STK CL A	1,747	1,021	-726	$849,192	$319,429	-$529,763
NVDA NVIDIA CORPORATION	United States	COM	6,647	5,733	-914	$2,480,312	$2,137,950	-$342,362
PEG PUBLIC SVC ENTERPRISE GRP IN	United States	COM	8,041	5,653	-2,388	$671,122	$453,973	-$217,149
MSFT MICROSOFT CORP	United States	COM	3,536	3,404	-132	$1,831,703	$1,646,035	-$185,668
IAU ISHARES GOLD TR	United States	ISHARES NEW	19,603	19,505	-98	$1,426,510	$1,583,221	+$156,711
HD HOME DEPOT INC	United States	COM	794	610	-184	$321,909	$209,753	-$112,156
COST COSTCO WHSL CORP NEW	United States	COM	432	399	-33	$799,360	$693,874	-$105,486
AMZN AMAZON COM INC	United States	COM	2,339	1,848	-491	$513,675	$426,659	-$87,016
GOOG ALPHABET INC	United States	CAP STK CL C	2,027	1,740	-287	$493,649	$545,862	+$52,213
BKNG BOOKING HOLDINGS INC	United States	COM	47	38	-9	$252,551	$203,395	-$49,156
EIX EDISON INTL	United States	COM	9,143	9,040	-103	$505,433	$542,562	+$37,129
ABT ABBOTT LABS	United States	COM	2,479	2,474	-5	$332,078	$309,983	-$22,095
WMT WALMART INC	United States	COM	3,731	3,610	-121	$384,490	$402,174	+$17,684
DE DEERE & CO	United States	COM	918	917	-1	$419,575	$426,756	+$7,181
PEP PEPSICO INC	United States	COM	4,133	4,088	-45	$580,485	$586,772	+$6,287
MA MASTERCARD INCORPORATED	United States	CL A	945	939	-6	$1,074,600	$1,072,394	-$2,206
BA BOEING CO	United States	COM	1,789	1,770	-19	$386,088	$384,381	-$1,707
GLD SPDR GOLD TR	United States	GOLD SHS	1,922	1,720	-202	$683,036	$681,455	-$1,581
MCD MCDONALDS CORP	United States	COM	1,386	1,376	-10	$421,067	$420,500	-$567

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