Asset Manager
← All Institutions
Blue Edge Capital, LLC
Market Value
$0
-100.0%
Holdings
116
-6
New Purchases
0
Added To
0
Closed
116
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 36 | $0 | 0% |
| Large Cap | 62 | $0 | 0% |
| Mid Cap | 14 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$418.2B
Median Market Cap
$87.6B
Avg P/E
36.9
Median P/E
26.5
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
59
# ETFs / Funds
57
Top Holdings (116 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | KO | —% | — | — | — | -$998K | -14,279 | -100.0% | SOLD |
| 2 | ALB | —% | — | — | — | -$4M | -25,501 | -100.0% | SOLD |
| 3 | GLW | —% | — | — | — | -$4M | -46,667 | -100.0% | SOLD |
| 4 | DIS | —% | — | — | — | -$1M | -8,842 | -100.0% | SOLD |
| 5 | CVX | —% | — | — | — | -$502K | -3,291 | -100.0% | SOLD |
| 6 | XOM | —% | — | — | — | -$5M | -41,604 | -100.0% | SOLD |
| 7 | PSX | —% | — | — | — | -$426K | -3,302 | -100.0% | SOLD |
| 8 | D | —% | — | — | — | -$920K | -15,700 | -100.0% | SOLD |
| 9 | WMS | —% | — | — | — | -$581K | -4,012 | -100.0% | SOLD |
| 10 | MS | —% | — | — | — | -$234K | -1,320 | -100.0% | SOLD |
| 11 | HD | —% | — | — | — | -$5M | -15,944 | -100.0% | SOLD |
| 12 | ABBV | —% | — | — | — | -$1M | -6,374 | -100.0% | SOLD |
| 13 | PG | —% | — | — | — | -$425K | -2,968 | -100.0% | SOLD |
| 14 | UNH | —% | — | — | — | -$6M | -16,813 | -100.0% | SOLD |
| 15 | LOW | —% | — | — | — | -$368K | -1,526 | -100.0% | SOLD |
| 16 | MSCI | —% | — | — | — | -$291K | -508 | -100.0% | SOLD |
| 17 | PFE | —% | — | — | — | -$212K | -8,514 | -100.0% | SOLD |
| 18 | IBM | —% | — | — | — | -$2M | -6,765 | -100.0% | SOLD |
| 19 | GEV | —% | — | — | — | -$4M | -6,653 | -100.0% | SOLD |
| 20 | PM | —% | — | — | — | -$568K | -3,540 | -100.0% | SOLD |
| 21 | CAT | —% | — | — | — | -$8M | -13,116 | -100.0% | SOLD |
| 22 | JPM | —% | — | — | — | -$7M | -23,076 | -100.0% | SOLD |
| 23 | BAC | —% | — | — | — | -$2M | -37,880 | -100.0% | SOLD |
| 24 | TDG | —% | — | — | — | -$394K | -296 | -100.0% | SOLD |
| 25 | MCO | —% | — | — | — | -$3M | -5,393 | -100.0% | SOLD |
| 26 | NEU | —% | — | — | — | -$3M | -5,054 | -100.0% | SOLD |
| 27 | MKL | —% | — | — | — | -$718K | -334 | -100.0% | SOLD |
| 28 | NSC | —% | — | — | — | -$433K | -1,500 | -100.0% | SOLD |
| 29 | V | —% | — | — | — | -$7M | -20,100 | -100.0% | SOLD |
| 30 | COP | —% | — | — | — | -$581K | -6,201 | -100.0% | SOLD |
| 31 | MMM | —% | — | — | — | -$1M | -8,000 | -100.0% | SOLD |
| 32 | MA | —% | — | — | — | -$4M | -7,197 | -100.0% | SOLD |
| 33 | BA | —% | — | — | — | -$5M | -20,978 | -100.0% | SOLD |
| 34 | MCD | —% | — | — | — | -$881K | -2,883 | -100.0% | SOLD |
| 35 | NUE | —% | — | — | — | -$913K | -5,600 | -100.0% | SOLD |
| 36 | APH | —% | — | — | — | -$1M | -8,108 | -100.0% | SOLD |
| 37 | JNJ | —% | — | — | — | -$3M | -16,504 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$842K | -6,724 | -100.0% | SOLD |
| 39 | HSY | —% | — | — | — | -$366K | -2,013 | -100.0% | SOLD |
| 40 | IJT | —% | — | — | — | -$3M | -20,758 | -100.0% | SOLD |
| 41 | ESML | —% | — | — | — | -$1M | -22,923 | -100.0% | SOLD |
| 42 | CME | —% | — | — | — | -$425K | -1,556 | -100.0% | SOLD |
| 43 | ESGE | —% | — | — | — | -$2M | -52,609 | -100.0% | SOLD |
| 44 | AMZN | —% | — | — | — | -$12M | -51,824 | -100.0% | SOLD |
| 45 | AAPL | —% | — | — | — | -$15M | -55,874 | -100.0% | SOLD |
| 46 | ESGU | —% | — | — | — | -$14M | -91,302 | -100.0% | SOLD |
| 47 | ISRG | —% | — | — | — | -$838K | -1,479 | -100.0% | SOLD |
| 48 | IXUS | —% | — | — | — | -$3M | -39,937 | -100.0% | SOLD |
| 49 | META | —% | — | — | — | -$7M | -10,293 | -100.0% | SOLD |
| 50 | AMGN | —% | — | — | — | -$691K | -2,110 | -100.0% | SOLD |
| 51 | VTI | —% | — | — | — | -$5M | -14,413 | -100.0% | SOLD |
| 52 | C | —% | — | — | — | -$4M | -34,216 | -100.0% | SOLD |
| 53 | ESGD | —% | — | — | — | -$4M | -46,216 | -100.0% | SOLD |
| 54 | DYNF | —% | — | — | — | -$10M | -163,032 | -100.0% | SOLD |
| 55 | TTWO | —% | — | — | — | -$448K | -1,748 | -100.0% | SOLD |
| 56 | GOVT | —% | — | — | — | -$2M | -99,192 | -100.0% | SOLD |
| 57 | IJJ | —% | — | — | — | -$10M | -74,511 | -100.0% | SOLD |
| 58 | IVV | —% | — | — | — | -$359K | -524 | -100.0% | SOLD |
| 59 | MGK | —% | — | — | — | -$40M | -97,469 | -100.0% | SOLD |
| 60 | SPTM | —% | — | — | — | -$1M | -16,686 | -100.0% | SOLD |
| 61 | PFFD | —% | — | — | — | -$4M | -193,747 | -100.0% | SOLD |
| 62 | QQQM | —% | — | — | — | -$8M | -32,430 | -100.0% | SOLD |
| 63 | IJH | —% | — | — | — | -$534K | -8,085 | -100.0% | SOLD |
| 64 | IEMG | —% | — | — | — | -$16M | -234,074 | -100.0% | SOLD |
| 65 | VGK | —% | — | — | — | -$5M | -57,278 | -100.0% | SOLD |
| 66 | VTV | —% | — | — | — | -$58M | -305,343 | -100.0% | SOLD |
| 67 | VPL | —% | — | — | — | -$12M | -132,020 | -100.0% | SOLD |
| 68 | VB | —% | — | — | — | -$270K | -1,047 | -100.0% | SOLD |
| 69 | TFLO | —% | — | — | — | -$682K | -13,521 | -100.0% | SOLD |
| 70 | VGT | —% | — | — | — | -$225K | -298 | -100.0% | SOLD |
| 71 | BBJP | —% | — | — | — | -$386K | -5,854 | -100.0% | SOLD |
| 72 | AGG | —% | — | — | — | -$478K | -4,782 | -100.0% | SOLD |
| 73 | USIG | —% | — | — | — | -$21M | -411,854 | -100.0% | SOLD |
| 74 | IWV | —% | — | — | — | -$907K | -2,344 | -100.0% | SOLD |
| 75 | IBIT | —% | — | — | — | -$285K | -5,735 | -100.0% | SOLD |
| 76 | JSI | —% | — | — | — | -$4M | -69,616 | -100.0% | SOLD |
| 77 | IEI | —% | — | — | — | -$587K | -4,921 | -100.0% | SOLD |
| 78 | SBUX | —% | — | — | — | -$399K | -4,734 | -100.0% | SOLD |
| 79 | SPY | —% | — | — | — | -$25M | -36,125 | -100.0% | SOLD |
| 80 | SUSC | —% | — | — | — | -$602K | -25,752 | -100.0% | SOLD |
| 81 | BRBS | —% | — | — | — | -$651K | -152,514 | -100.0% | SOLD |
| 82 | VUG | —% | — | — | — | -$70M | -143,736 | -100.0% | SOLD |
| 83 | AVGO | —% | — | — | — | -$646K | -1,866 | -100.0% | SOLD |
| 84 | JMBS | —% | — | — | — | -$15M | -325,450 | -100.0% | SOLD |
| 85 | GOOGL | —% | — | — | — | -$7M | -22,575 | -100.0% | SOLD |
| 86 | GOOG | —% | — | — | — | -$8M | -25,128 | -100.0% | SOLD |
| 87 | IVE | —% | — | — | — | -$16M | -73,910 | -100.0% | SOLD |
| 88 | IEF | —% | — | — | — | -$32M | -334,910 | -100.0% | SOLD |
| 89 | VT | —% | — | — | — | -$910K | -6,452 | -100.0% | SOLD |
| 90 | IPAC | —% | — | — | — | -$9M | -129,624 | -100.0% | SOLD |
| 91 | JAAA | —% | — | — | — | -$8M | -162,370 | -100.0% | SOLD |
| 92 | IJR | —% | — | — | — | -$243K | -2,025 | -100.0% | SOLD |
| 93 | IVW | —% | — | — | — | -$35M | -285,618 | -100.0% | SOLD |
| 94 | MSFT | —% | — | — | — | -$11M | -22,730 | -100.0% | SOLD |
| 95 | IEUR | —% | — | — | — | -$32M | -451,804 | -100.0% | SOLD |
| 96 | NVDA | —% | — | — | — | -$980K | -5,256 | -100.0% | SOLD |
| 97 | NXPI | —% | — | — | — | -$274K | -1,263 | -100.0% | SOLD |
| 98 | TSLA | —% | — | — | — | -$271K | -602 | -100.0% | SOLD |
| 99 | VWO | —% | — | — | — | -$14M | -268,857 | -100.0% | SOLD |
| 100 | XBI | —% | — | — | — | -$656K | -5,377 | -100.0% | SOLD |