The Analysis of Blue Edge Capital, LLC's Holdings
Currently, Blue Edge Capital, LLC holds 122 types of securities in its portfolio with a total value $703.9M. In the most recent quarter, they have increased their positions in DYNF (+138.1K shares, valued at $8.2M), N/A (+161.2K shares, valued at $4.1M), IEMG (+41.7K shares, valued at $2.7M); decreased their positions in JAAA (-105.2K shares, valued at $5.3M), VUG (-11.1K shares, valued at $5.3M), VGK (-46.5K shares, valued at $3.7M); initiated new positions in DYNF (+138.1K shares, valued at $8.2M), N/A (+161.2K shares, valued at $4.1M), NVDA (+2.3K shares, valued at $436.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG Vanguard Growth141.6K shares-7.28%2025-09-302025-11-12
VTV Vanguard Value299.3K shares-2.64%2025-09-302025-11-12 MGK Vanguard Mega Cap Growth95.4K shares6.62%2025-09-302025-11-12 IVW Ishares S&P 500 Growth269.8K shares2.56%2025-09-302025-11-12 IEF iShares 7-10 Year Treasury Bon322.1K shares0.19%2025-09-302025-11-12 IEUR Ishares Core Msci Europe412.3K shares-11.65%2025-09-302025-11-12 SPY SPDR S&P 50035.8K shares-3.59%2025-09-302025-11-12 MGV Vanguard Mega Cap Value164.8K shares-1.82%2025-09-302025-11-12 USIG iShares Broad USD Invm Grd Cor379.9K shares7.32%2025-09-302025-11-12 IEMG iShares Core MSCI Emerging Mar223.6K shares22.91%2025-09-302025-11-12 VWO Vanguard Emerging Market266.5K shares2.26%2025-09-302025-11-12 JMBS Janus Henderson Mortgage Backe313.8K shares-0.86%2025-09-302025-11-12 IVE Ishares S&P 500 Value68.6K shares3.76%2025-09-302025-11-12 ESGU Ishares Msci Usa Esg95.6K shares-0.18%2025-09-302025-11-12 AAPL Apple Inc54.5K shares-2.37%2025-09-302025-11-12 IJJ iShares S&P Midcap 400 Value92.3K shares0.30%2025-09-302025-11-12 VPL Vanguard FTSE Pacific131.5K shares-6.88%2025-09-302025-11-12 MSFT Microsoft Corp21.6K shares-3.63%2025-09-302025-11-12 AMZN Amazon Com Inc48.2K shares-3.25%2025-09-302025-11-12 QUAL Ishars Edg Msci Usa Qlty49.7K shares-6.14%2025-09-302025-11-12 IJK iShares S&P Midcap 400 Growth99.7K shares0.12%2025-09-302025-11-12 IPAC Ishares Core Msci124.4K shares3.03%2025-09-302025-11-12 DYNF iShares U.S. Equity Factor Rot138.1K sharesnew addition2025-09-302025-11-12 JAAA Janus Henderson AAA CLO ETF147.7K shares-41.60%2025-09-302025-11-12 JPM JP Morgan Chase & Co.22.7K shares-4.41%2025-09-302025-11-12 META Meta Platforms Inc Class A9.7K shares-5.35%2025-09-302025-11-12 BBCA JPMorgan BetaBuilders Canada E80.4K shares-4.43%2025-09-302025-11-12 EFIV SPDR S AND P 500 ESG ETF99.9K shares2.99%2025-09-302025-11-12 HD Home Depot Inc15.6K shares-4.16%2025-09-302025-11-12 V Visa Inc18.4K shares-4.54%2025-09-302025-11-12 CAT Caterpillar Inc12.7K shares-5.38%2025-09-302025-11-12 VOO Vanguard S&P 500 Etf9.4K shares0.28%2025-09-302025-11-12 QQQM Invesco NASDAQ 100 ETF23.1K shares29.89%2025-09-302025-11-12 UNH Unitedhealth Group Inc16.0K shares-3.77%2025-09-302025-11-12 GOOGL Alphabet Inc Class A22.6K shares-1.30%2025-09-302025-11-12 BLK Blackrock Inc4.6K shares-4.68%2025-09-302025-11-12 MAR Marriott International Inc20.4K shares-5.17%2025-09-302025-11-12 GOOG Alphabet Inc Class C21.2K shares-4.60%2025-09-302025-11-12 VTI Vanguard Total Stock Market ET14.6K shares0.29%2025-09-302025-11-12 XOM Exxon Mobil Corp41.7K shares-0.61%2025-09-302025-11-12 VGK Vanguard European57.0K shares-44.90%2025-09-302025-11-12 ESGD Ishares Msci Eafe Esg47.9K shares-8.21%2025-09-302025-11-12 IJS Ishares S&P Small Cap39.1K shares-2.36%2025-09-302025-11-12 NEU NEWMARKET CORP5.1K shares0.00%2025-09-302025-11-12 MA Mastercard Inc.7.1K shares-4.80%2025-09-302025-11-12 GEV Ge Vernova Llc Com6.5K shares-3.59%2025-09-302025-11-12 PFFD Global X US Preferred ETF188.7K shares-1.46%2025-09-302025-11-12 JSI Janus Henderson Securitized In67.3K shares-3.24%2025-09-302025-11-12 C Citigroup Inc New33.2K shares-4.95%2025-09-302025-11-12 IJT iShares S&P Small Cap 600 Grow22.5K shares-2.13%2025-09-302025-11-12 IXUS iShares Core MSCI Total Intl S38.4K shares0.00%2025-09-302025-11-12 JNJ Johnson & Johnson16.4K shares0.00%2025-09-302025-11-12 ESGE Ishares Msci Em Esg55.8K shares9.08%2025-09-302025-11-12 GOVT iShares US Treasury Bond98.7K shares-0.65%2025-09-302025-11-12 BA Boeing Co10.2K shares-4.79%2025-09-302025-11-12 GE General Electric Co7.2K shares0.00%2025-09-302025-11-12 ALB Albemarle Corp26.5K shares0.00%2025-09-302025-11-12 QQQ PowerShares QQQ Trust Unit Ser3.5K shares0.35%2025-09-302025-11-12 MCO Moody's Corp4.2K shares-5.21%2025-09-302025-11-12 USRT iShares Core U.S. Reit32.5K shares-10.27%2025-09-302025-11-12 IBM Intl Business Machines6.7K shares0.03%2025-09-302025-11-12 BAC Bank of America Corp36.6K shares0.00%2025-09-302025-11-12 MRK Merck & Co Inc18.1K shares0.00%2025-09-302025-11-12 ABBV Abbvie Inc6.5K shares0.00%2025-09-302025-11-12 ORCL Oracle Corp5.0K shares-1.95%2025-09-302025-11-12 SPTM SPDR Port S&P 1500 Comps Stk16.7K shares0.29%2025-09-302025-11-12 MMM 3M Co8.0K shares0.00%2025-09-302025-11-12 ESML Ishrs Msci Usa Sml Cp24.4K shares-0.02%2025-09-302025-11-12 DIS Disney Walt Co9.5K shares-6.10%2025-09-302025-11-12 BRK.B Berkshire Hathaway B New2.1K shares0.00%2025-09-302025-11-12 VSS Vanguard FTSE All-World ex-US6.8K shares-16.02%2025-09-302025-11-12 D Dominion Res Inc Va New Com15.7K shares0.00%2025-09-302025-11-12 VT Vanguard Total World Stock Ind6.9K shares-32.97%2025-09-302025-11-12 KO Coca Cola Co13.9K shares0.00%2025-09-302025-11-12 ABT Abbott Laboratories6.7K shares0.00%2025-09-302025-11-12 IWV iShares Russell 30002.3K shares0.00%2025-09-302025-11-12 MCD McDonalds Corp2.8K shares0.00%2025-09-302025-11-12 NUE Nucor Corp5.6K shares0.00%2025-09-302025-11-12 TFLO ISHARES TRUST TRS FLT RT BD ET13.4K shares0.88%2025-09-302025-11-12 ISRG Intuitive Surgical Inc1.5K shares0.00%2025-09-302025-11-12 BRBS Blue Ridge Bankshares Inc152.5K shares2.73%2025-09-302025-11-12 MKL Markel Corp333 shares0.00%2025-09-302025-11-12 IEI Ishares 3-7 Year Trery4.9K shares-1.65%2025-09-302025-11-12 COP ConocoPhillips6.2K shares-6.06%2025-09-302025-11-12 SUSC iShares ESG USD Corporate Bond24.7K shares-1.63%2025-09-302025-11-12 WMS ADVANCED DRAINAGE SYSTEMS INC4.0K shares0.00%2025-09-302025-11-12 XBI Spdr S&P Biotech Etf5.4K shares0.00%2025-09-302025-11-12 PM Philip Morris Intl3.1K shares-0.90%2025-09-302025-11-12 STIP Ishares 0-5 Year Tips4.8K shares2.39%2025-09-302025-11-12 AMGN Amgen Incorporated1.7K shares0.00%2025-09-302025-11-12 AVGO BROADCOM LTD1.4K shares0.00%2025-09-302025-11-12 NSC Norfolk Southern Corp.1.5K shares0.00%2025-09-302025-11-12 PSX Phillips3.3K shares0.12%2025-09-302025-11-12 CVX Chevron Corp New Com2.8K shares0.00%2025-09-302025-11-12 VCSH Vanguard Short Term Corp Bond5.5K shares2.31%2025-09-302025-11-12 SHY iShares Barclays 1-3 Year Trea5.3K shares2.92%2025-09-302025-11-12 NVDA Nvidia Corp2.3K sharesnew addition2025-09-302025-11-12 SBUX Starbucks Corp4.7K shares0.00%2025-09-302025-11-12 APH AMPHENOL CORP CLASS A3.2K shares0.00%2025-09-302025-11-12 PG Procter & Gamble Co2.5K shares-13.59%2025-09-302025-11-12 TDG TRANSDIGM GROUP INC296 shares0.00%2025-09-302025-11-12 BBJP JPMorgan BetaBuilders Japan ET5.9K shares0.00%2025-09-302025-11-12 HSY Hershey Company2.0K shares0.00%2025-09-302025-11-12 ACWI iShares MSCI ACWI2.6K shares-10.35%2025-09-302025-11-12 IEFA iShares Core MSCI EAFE3.8K sharesnew addition2025-09-302025-11-12 IVV iShares Core S&P 500486 sharesnew addition2025-09-302025-11-12 IJH Ishares Core S&P Etf4.7K sharesnew addition2025-09-302025-11-12 IJR Ishares Core S&P Small2.5K shares27.07%2025-09-302025-11-12 IBIT iShares Bitcoin Trust ETF4.3K shares28.40%2025-09-302025-11-12 BOND Pimco Exch Traded Fund2.5K shares-18.43%2025-09-302025-11-12 MSCI MSCI Inc400 shares0.00%2025-09-302025-11-12 SPYM SPDR Portfolio S&P 500 ETF2.9K sharesnew addition2025-09-302025-11-12 VB Vanguard Small Cap848 shares0.00%2025-09-302025-11-12 LOW Lowes Cos Inc800 sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available