Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EDGE CAPITAL GROUP LLC | 02-13-2024 | 12-31-2023 | 303 | 1,795,593,066 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP COM | Stock | 251 | $1,756,546 | 34,956 | 0.00 | 0.00 | 10,731 | 44.30 | 12-31-2023 |
| COLGATE PALMOLIVE CO COM | Stock | 252 | $1,687,459 | 21,170 | 0.00 | 0.00 | 42 | 0.20 | 12-31-2023 |
| PEPSICO INC COM | Stock | 253 | $1,671,022 | 9,839 | 0.00 | 0.00 | 373 | 3.94 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 254 | $1,661,542 | 7,132 | 0.00 | 0.00 | 438 | 6.54 | 12-31-2023 |
