Edge Wealth Management LLC Incresed Positions in Q1 2025

Edge Wealth Management LLC

  • $467 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
121
+ 0.29%
$442.66 - $534.52 $53.6K - $64.7K
41.3K $21.7M
WM
Waste Management Inc

Industrials
587
+ 0.76%
$200.54 - $233.78 $118K - $137K
77.6K $18M
AMT
American Tower Corp

Real Estate
959
+ 1.54%
$173.46 - $217.6 $166K - $209K
63.3K $13.8M
JNJ
Johnson & Johnson

Healthcare
1.71K
+ 2.24%
$142.06 - $167.7 $243K - $287K
78.2K $13M
SLB
Schlumberger Limited

Energy
19.9K
+ 7.9%
$38.4 - $43.74 $764K - $870K
272K $11.3M
JPM
Jpmorgan Chase & CO

Financial Services
853
+ 0.95%
$225.19 - $279.95 $192K - $239K
90.2K $22.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.51K
+ 1.3%
$81.83 - $82.67 $369K - $373K
351K $29M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.48K
+ 17.99%
$114.57 - $117.99 $513K - $528K
29.4K $3.46M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.1%
$279.74 - $321.29 $6.99K - $8.03K
24.7K $7.71M
GD
General Dynamics Corp

Industrials
181
+ 0.36%
$241.94 - $272.58 $43.8K - $49.3K
50.8K $13.8M
PSA
Public Storage

Real Estate
765
+ 1.73%
$288.99 - $313.98 $221K - $240K
45K $13.5M
META
Meta Platforms, Inc.

Communication Services
250
+ 55.31%
$576.36 - $736.67 $144K - $184K
702 $404K
DVY
Ishares Tr

ETFs
910
+ 8.29%
$128.58 - $138.1 $117K - $126K
11.9K $1.58M
BP
Bp PLC

Energy
10
+ 0.06%
$29.93 - $35.31 $299 - $353
17.5K $592K
GOLD
Barrick Gold Corp

Basic Materials
755
+ 6.11%
$15.45 - $19.56 $11.7K - $14.8K
13.1K $254K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
20
+ 0.14%
$48.65 - $53.06 $973 - $1.06K
14.8K $768K
XLV
Select Sector Spdr Fund Health

ETFs
180
+ 4.69%
$137.61 - $149.68 $24.8K - $26.9K
4.02K $581K
NVDA
Nvidia Corp

Technology
2.28K
+ 29.05%
$106.98 - $149.43 $244K - $341K
10.1K $1.1M
ORCL
Oracle Corp

Technology
500
+ 38.76%
$139.81 - $186.47 $69.9K - $93.2K
1.79K $250K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.2K
+ 7.86%
$11.29 - $11.8 $24.8K - $25.9K
30.1K $341K
NRZ
New Residential Investment Corp.

Real Estate
1
+ 0.0%
N/A
60K $435K
Avadel Pharmaceuticals PLC
5K
+ 25.0%
N/A
25K $0
Simplify Exchange Traded Fun
107K
+ 88.76%
N/A
227K $0
Blackrock Inc
169
+ 1.14%
N/A
15K $0
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.27%
$524.81 - $672.19 $525 - $672
378 $206K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.16%
$347.25 - $424.87 $347 - $425
632 $231K
PEG
Public Service Enterprise Group Inc

Utilities
2.56K
+ 2.21%
$78.2 - $90.39 $200K - $231K
118K $9.72M
NMRK
Newmark Group, Inc.

Real Estate
6
+ 0.0%
$11.84 - $14.69 $71 - $88.1
164K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 4.45%
$222.15 - $428.22 $10.2K - $19.7K
1.08K $279K
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 7.06%
$190.26 - $242.06 $254K - $323K
20.2K $3.85M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.79K
+ 2.59%
$84.4 - $94.7 $236K - $264K
110K $9.32M
WMT
Walmart Inc.

Consumer Defensive
1.83K
+ 0.84%
$84.5 - $105.05 $154K - $192K
220K $19.3M
HON
Honeywell International Inc

Industrials
633
+ 1.16%
$202.75 - $226.52 $128K - $143K
55.2K $11.7M
DIS
Walt Disney CO

Communication Services
2.07K
+ 2.94%
$96.87 - $114.0 $201K - $236K
72.6K $7.17M
MRK
Merck & Co., Inc.

Healthcare
2.03K
+ 1.67%
$83.01 - $101.02 $169K - $205K
124K $11.1M
IWM
Ishares Russell 2000 ETF

ETFs
2.46K
+ 2.11%
$198.1 - $229.79 $488K - $566K
119K $23.9M
MSFT
Microsoft Corp

Technology
759
+ 0.93%
$375.39 - $447.2 $285K - $339K
82.2K $30.9M
AAPL
Apple Inc.

Technology
80
+ 0.04%
$209.68 - $247.1 $16.8K - $19.8K
186K $41.3M
GOOGL
Alphabet Inc.

Communication Services
2.19K
+ 1.19%
$154.33 - $206.19 $338K - $451K
186K $28.7M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Edge Wealth Management LLC Portfolio

Follow Edge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email