Edge Wealth Management LLC Purchases and Sells in Q1 2025

Edge Wealth Management LLC

$467 Million
Q1 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	121 + 0.29%	$442.66 - $534.52 $53.6K - $64.7K	41.3K $21.7M
WM	587 + 0.76%	$200.54 - $233.78 $118K - $137K	77.6K $18M
AMT	959 + 1.54%	$173.46 - $217.6 $166K - $209K	63.3K $13.8M
JNJ	1.71K + 2.24%	$142.06 - $167.7 $243K - $287K	78.2K $13M
SLB	19.9K + 7.9%	$38.4 - $43.74 $764K - $870K	272K $11.3M
JPM	853 + 0.95%	$225.19 - $279.95 $192K - $239K	90.2K $22.1M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	145K New	$105.44 - $118.93 $15.2M - $17.2M	145K $17.2M
VTI	839 New	$271.18 - $303.12 $228K - $254K	839 $229K
SONY	8.35K New	$19.88 - $25.64 $166K - $214K	8.35K $212K
UBER	2.85K New	$63.17 - $81.49 $180K - $233K	2.85K $207K
WULF	20K New	$2.73 - $6.82 $54.6K - $136K	20K $54K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFF	-1.83K - 0.14%	$30.85 - $32.26 $56.5K - $59.1K	1.3M $40.2M
RSP	-3.59K - 51.88%	$169.43 - $182.84 $608K - $656K	3.33K $571K
XLE	-5.68K - 41.51%	$85.7 - $93.96 $487K - $534K	8K $739K
PLTR	-4.89K - 43.88%	$64.98 - $124.62 $318K - $609K	6.25K $527K
SPY	-55 - 0.81%	$551.42 - $612.93 $30.3K - $33.7K	6.73K $3.77M
BAC	-499 - 2.24%	$39.61 - $47.74 $19.8K - $23.8K	21.8K $910K

Activity Summary All Purchases 45 New Holdings 5 Increased Positions 40 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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