BE

Blue Edge Capital, LLC

13F
Blue Edge Capital, LLC
Last update 2024-11-14 111 Stocks (7 new)
Value $642.00 Mil Turnover 8 %
Countries:
Top Holdings: VUG(9.40%)VTV(8.35%)IEF(5.18%)MGK(4.86%)IVW(4.17%)
Portfolio Report
Summary Stock Picks Current Portfolio
Blue Edge Capital, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
157,109
60318.860
-2.52%
9.400
-0.25%
0.050
+3.11%
-1.61%
140780.603
 
VTV 		Vanguard Value ETF
306,997
53592.470
+1.35%
8.350
+0.11%
0.040
-3.30%
+0.74%
129427.601
 
IEF 		iShares 7-10 Year Treasury Bond ETF
338,600
33223.430
+89.78%
5.180
+2.45%
0.100
-3.78%
-1.34%
30946.727
 
MGK 		Vanguard Mega Cap Growth ETF
96,848
31180.210
-7.90%
4.860
-0.43%
0.150
+2.80%
-1.89%
22839.172
 
IVW 		iShares S&P 500 Growth ETF
279,335
26746.330
+4.16%
4.170
+0.17%
0.050
+2.92%
-0.98%
55881.865
 
IEUR 		iShares Core MSCI Europe ETF
379,307
23111.180
-0.49%
3.600
-0.02%
0.490
-8.90%
-0.11%
3909.249
 
SPY 		SPDR S&P 500 ETF Trust
36,381
20874.240
-0.10%
3.250
0%
0.000
-0.03%
-0.66%
615248.912
 
USIG 		iShares U.S. Credit Bond ETF
369,984
19453.760
New Holding
3.030
+3.03%
0.150
-2.85%
-1.14%
12102.037
 
MGV 		Vanguard Mega Cap Value ETF
149,356
19159.390
+12.01%
2.980
+0.32%
0.250
-3.25%
+0.62%
8562.597
 
IJK 		iShares S&P Mid-Cap 400 Growth ETF
160,550
14759.360
+2.40%
2.300
+0.05%
0.160
-1.22%
+1.57%
9462.729
 

Blue Edge Capital, LLC's Historical Top Holdings Breakdowns

Blue Edge Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USIG 		iShares U.S. Credit Bond ETF2024-09-30New Buy
+3.03%
●
49.82 ($51.61) 52.8
$49.71
-3.68%
New holding
369,984
369,984
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+2.45%
●
92.67 ($96.67) 99.14
$91.21
-5.65%
Add 89.78%
338,600
160,185
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Sold Out
-2.38%
●
76.94 ($78.48) 79.54
$77.78
-0.89%
Sold Out
0
-185,716
IEI 		iShares 3-7 Year Treasury Bond ETF2024-09-30Reduce
-2.09%
●
114.73 ($118.18) 120.23
$114.63
-3.00%
Reduce -96.21%
4,311
-109,350
MGV 		Vanguard Mega Cap Value ETF2023-03-31Reduce
-1.98%
●
96.62 ($101.65) 104.73
$125.64
23.60%
Reduce -32.76%
167,122
-81,410
MGK 		Vanguard Mega Cap Growth ETF2023-06-30Add
+1.95%
●
199.57 ($215.06) 235.32
$336.80
56.61%
Add 64.94%
101,136
39,818
UNH 		UnitedHealth Group Inc2023-12-31Sold Out
-1.80%
●
509.47 ($533.34) 552.97
$543.74
1.95%
Sold Out
0
-16,464
VCSH 		Vanguard Short-Term Corporate Bond ETF2023-03-31Add
+1.66%
●
74.39 ($75.2) 76.03
$77.78
3.43%
Add 84.95%
214,601
98,569
JMBS 		Janus Henderson Mortgage-Backed Securities ETF2023-12-31New Buy
+1.62%
●
41.84 ($43.8) 46.15
$43.61
-0.43%
New holding
181,201
181,201
FLOT 		iShares Floating Rate Bond ETF2023-03-31Sold Out
-1.47%
●
49.07 ($49.81) 50.26
$50.92
2.22%
Sold Out
0
-123,724

Blue Edge Capital, LLC Total Holding History ($B)

To

Blue Edge Capital, LLC's Asset Allocation

To

Blue Edge Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Blue Edge Capital, LLC's Hypothetical Growth since 2024-09-30

Blue Edge Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Blue Edge Capital, LLC's Holdings Heat Map

Size field:

Blue Edge Capital, LLC's Holdings Bubble Chart

Blue Edge Capital, LLC News

  • 1

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