Edge Wealth Management LLC Purchases and Sells in Q3 2025

Edge Wealth Management LLC

$528 Million
Q3 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	305 + 0.17%	$202.38 - $256.87 $61.7K - $78.3K	184K $46.9M
IWM	425 + 0.37%	$214.92 - $244.84 $91.3K - $104K	115K $27.9M
JNJ	148 + 0.19%	$155.17 - $185.42 $23K - $27.4K	78.2K $14.5M
GD	37 + 0.07%	$293.92 - $341.0 $10.9K - $12.6K	50.7K $17.3M
XBI	384 + 0.34%	$83.08 - $100.2 $31.9K - $38.5K	112K $11.3M
WMT	346 + 0.16%	$94.4 - $104.27 $32.7K - $36.1K	217K $22.3M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FEZ	5.65K New	$57.15 - $62.12 $323K - $351K	5.65K $350K
EWJ	4.26K New	$71.69 - $81.49 $305K - $347K	4.26K $341K
ORCL	790 New	$218.96 - $328.33 $173K - $259K	790 $222K
MO	3.2K New	$57.75 - $67.68 $185K - $217K	3.2K $211K
CMI	500 New	$327.85 - $426.39 $164K - $213K	500 $211K
PSX	1.5K New	$118.37 - $139.46 $178K - $209K	1.5K $204K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMT	-553 - 0.88%	$192.32 - $232.35 $106K - $128K	62.3K $12M
DIS	-258 - 0.36%	$112.25 - $124.0 $29K - $32K	72.3K $8.28M
DVY	-3.44K - 28.92%	$133.88 - $142.57 $460K - $490K	8.45K $1.2M
PFF	-43K - 3.62%	$30.67 - $32.13 $1.32M - $1.38M	1.14M $36.2M
PSA	-45 - 0.1%	$271.94 - $298.09 $12.2K - $13.4K	44.7K $12.9M
XLV	-654 - 18.95%	$129.01 - $139.72 $84.4K - $91.4K	2.8K $389K

Activity Summary All Purchases 35 New Holdings 7 Increased Positions 28 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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