Edge Wealth Management LLC Purchases and Sells in Q4 2024

Edge Wealth Management LLC

$472 Million
Q4 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	3.81K + 122.23%	$174.22 - $187.62 $663K - $714K	6.92K $1.21M
XLE	6.75K + 97.4%	$83.32 - $97.27 $563K - $657K	13.7K $1.17M
MBB	7.42K + 9.38%	$91.26 - $95.82 $677K - $711K	86.5K $7.93M
SPY	164 + 2.48%	$567.81 - $607.81 $93.1K - $99.7K	6.79K $3.98M
BAC	2 + 0.01%	$39.22 - $47.77 $78.4 - $95.5	22.3K $981K
IEI	1.51K + 6.44%	$115.08 - $119.55 $173K - $180K	24.9K $2.87M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GS	377 New	$486.1 - $608.57 $183K - $229K	377 $215K
ORCL	1.29K New	$165.41 - $192.43 $213K - $248K	1.29K $214K
MSOS	11.1K New	$3.53 - $7.8 $39.2K - $86.6K	11.1K $42K
BLACKROCK INC	14.9K New	N/A	14.9K $0
ISHARES BITCOIN TRUST ETF	4.5K New	N/A	4.5K $0

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMT	-625 - 0.99%	$179.4 - $232.01 $112K - $145K	62.3K $11.4M
PFF	-24.7K - 1.86%	$31.23 - $33.51 $773K - $829K	1.31M $41M
PSA	-585 - 1.31%	$289.33 - $360.21 $169K - $211K	44.2K $13.2M
GD	-1.25K - 2.42%	$260.28 - $314.03 $326K - $393K	50.6K $13.3M
MRK	-1.57K - 1.27%	$96.31 - $114.76 $152K - $181K	122K $12.1M
MSFT	-2.36K - 2.82%	$406.35 - $454.46 $960K - $1.07M	81.5K $34.3M

Activity Summary All Purchases 20 New Holdings 5 Increased Positions 15 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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