EDGE FINANCIAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 30K | $7.65M |
 | SO | 12K | $1.18M |
 | EIX | 9K | $505.43K |
 | JPM | 8K | $5.31M |
 | PEG | 8K | $671.12K |
 | T | 8K | $432.33K |
 | NVDA | 7K | $2.48M |
 | DUK | 5K | $678.86K |
 | SRE | 5K | $437.60K |
 | MDLZ | 4K | $278.12K |
 | PEP | 4K | $580.49K |
 | MO | 4K | $248.68K |
 | WMT | 4K | $384.49K |
 | ACN | 4K | $873.28K |
 | MSFT | 4K | $1.83M |
 | ABBV | 3K | $1.56M |
 | LNT | 3K | $209.21K |
 | AEE | 3K | $293.83K |
 | ABT | 2K | $332.08K |
 | HSY | 2K | $439.79K |
Apple Inc.
AAPL
Shares Held
30K
Value
$7.65M
The Southern Company
SO
Shares Held
12K
Value
$1.18M
Edison International
EIX
Shares Held
9K
Value
$505.43K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$5.31M
Public Service Enterprise Group Incorporated
PEG
Shares Held
8K
Value
$671.12K
AT&T Inc.
T
Shares Held
8K
Value
$432.33K
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$2.48M
Duke Energy Corporation
DUK
Shares Held
5K
Value
$678.86K
Sempra
SRE
Shares Held
5K
Value
$437.60K
Mondelez International, Inc.
MDLZ
Shares Held
4K
Value
$278.12K
PepsiCo, Inc.
PEP
Shares Held
4K
Value
$580.49K
Altria Group, Inc.
MO
Shares Held
4K
Value
$248.68K
Walmart Inc.
WMT
Shares Held
4K
Value
$384.49K
Accenture plc
ACN
Shares Held
4K
Value
$873.28K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.83M
AbbVie Inc.
ABBV
Shares Held
3K
Value
$1.56M
Alliant Energy Corporation
LNT
Shares Held
3K
Value
$209.21K
Ameren Corporation
AEE
Shares Held
3K
Value
$293.83K
Abbott Laboratories
ABT
Shares Held
2K
Value
$332.08K
The Hershey Company
HSY
Shares Held
2K
Value
$439.79K