Edge Financial Advisors LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Wheaton, IL
CIK
0002011402
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 93 112,806 SPY, AAPL, VUG, VOO 13F-HR 10/25/2024 000106299324017949
Q1 2024 132 113,585 SPY, AAPL, GSLC, VUG 13F-HR 4/22/2024 000106299324008607