EDGE FINANCIAL ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 30K | $8.17M |
 | LAC | 14K | $174.93K |
 | SO | 13K | $1.14M |
 | EIX | 9K | $542.56K |
 | T | 9K | $423.33K |
 | JPM | 8K | $5.45M |
 | DUK | 7K | $1.30M |
 | NVDA | 6K | $2.14M |
 | PEG | 6K | $453.97K |
 | SRE | 5K | $429.94K |
 | MDLZ | 4K | $240.80K |
 | UBS | 4K | $404.34K |
 | PEP | 4K | $586.77K |
 | MO | 4K | $436.95K |
 | WMT | 4K | $402.17K |
 | ACN | 4K | $1.92M |
 | MSFT | 3K | $1.65M |
 | ABBV | 3K | $1.55M |
 | LNT | 3K | $201.76K |
 | AEE | 3K | $281.13K |
Apple Inc.
AAPL
Shares Held
30K
Value
$8.17M
Lithium Americas Corp.
LAC
Shares Held
14K
Value
$174.93K
The Southern Company
SO
Shares Held
13K
Value
$1.14M
Edison International
EIX
Shares Held
9K
Value
$542.56K
AT&T Inc.
T
Shares Held
9K
Value
$423.33K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$5.45M
Duke Energy Corporation
DUK
Shares Held
7K
Value
$1.30M
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$2.14M
Public Service Enterprise Group Incorporated
PEG
Shares Held
6K
Value
$453.97K
Sempra
SRE
Shares Held
5K
Value
$429.94K
Mondelez International, Inc.
MDLZ
Shares Held
4K
Value
$240.80K
UBS Group AG
UBS
Shares Held
4K
Value
$404.34K
PepsiCo, Inc.
PEP
Shares Held
4K
Value
$586.77K
Altria Group, Inc.
MO
Shares Held
4K
Value
$436.95K
Walmart Inc.
WMT
Shares Held
4K
Value
$402.17K
Accenture plc
ACN
Shares Held
4K
Value
$1.92M
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.65M
AbbVie Inc.
ABBV
Shares Held
3K
Value
$1.55M
Alliant Energy Corporation
LNT
Shares Held
3K
Value
$201.76K
Ameren Corporation
AEE
Shares Held
3K
Value
$281.13K