Edge Wealth Management LLC Sells in Q3 2024

Edge Wealth Management LLC

  • $497 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-93
- 0.05%
$148.65 - $191.18 $13.8K - $17.8K
189K $31.3M
MRK
Merck & Co., Inc.

Healthcare
-450
- 0.36%
$111.15 - $128.97 $50K - $58K
124K $14M
WM
Waste Management Inc

Industrials
-115
- 0.15%
$196.96 - $223.45 $22.7K - $25.7K
78.2K $16.2M
HON
Honeywell International Inc

Industrials
-341
- 0.61%
$196.73 - $220.21 $67.1K - $75.1K
55.2K $11.4M
DIS
Walt Disney CO

Communication Services
-1.84K
- 2.43%
$85.6 - $98.61 $157K - $181K
73.9K $7.11M
SHV
Ishares Tr

ETFs
-1.86K
- 14.94%
$110.05 - $110.63 $204K - $206K
10.6K $1.17M
UNH
Unitedhealth Group Inc

Healthcare
-393
- 51.24%
$488.01 - $604.18 $192K - $237K
374 $218K
NVDA
Nvidia Corp

Technology
-682
- 7.9%
$98.91 - $134.91 $67.5K - $92K
7.95K $965K
BP
Bp PLC

Energy
-51
- 0.29%
$30.78 - $37.05 $1.57K - $1.89K
17.7K $554K
CVX
Chevron Corp

Energy
-70
- 1.36%
$137.88 - $161.97 $9.65K - $11.3K
5.08K $747K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.71K
- 3.45%
$21.05 - $21.17 $35.9K - $36.1K
47.8K $1.01M
BAC
Bank Of America Corp

Financial Services
-13
- 0.06%
$36.65 - $44.13 $476 - $574
22.3K $886K
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 0.87%
$517.38 - $573.86 $30K - $33.3K
6.62K $3.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.98K
- 0.55%
$81.31 - $83.29 $161K - $165K
356K $29.6M
PG
Procter & Gamble CO

Consumer Defensive
-305
- 0.52%
$160.76 - $177.82 $49K - $54.2K
57.9K $10M
GD
General Dynamics Corp

Industrials
-109
- 0.21%
$279.51 - $308.09 $30.5K - $33.6K
51.8K $15.7M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-274
- 0.25%
$90.87 - $102.43 $24.9K - $28.1K
110K $10.8M
CRM
Salesforce, Inc.

Technology
-309
- 0.65%
$238.42 - $276.53 $73.7K - $85.4K
47.2K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
-177
- 0.19%
$194.9 - $224.8 $34.5K - $39.8K
90.6K $19.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-190
- 0.75%
$245.82 - $304.51 $46.7K - $57.9K
25K $7.62M
JNJ
Johnson & Johnson

Healthcare
-35
- 0.04%
$145.48 - $167.38 $5.09K - $5.86K
78.1K $12.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
-28.3K
- 2.08%
$31.18 - $33.5 $881K - $947K
1.33M $44.2M
PEG
Public Service Enterprise Group Inc

Utilities
-439
- 0.37%
$73.58 - $89.21 $32.3K - $39.2K
117K $10.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-157
- 0.37%
$405.19 - $478.57 $63.6K - $75.1K
41.8K $19.2M
AMT
American Tower Corp

Real Estate
-145
- 0.23%
$192.27 - $242.73 $27.9K - $35.2K
62.9K $14.6M
BLK
Black Rock Inc.

Financial Services
-18
- 0.12%
$782.27 - $949.51 $14.1K - $17.1K
15.1K $14.3M
WMT
Walmart Inc.

Consumer Defensive
-125
- 0.06%
$66.91 - $81.4 $8.36K - $10.2K
221K $17.8M
PSA
Public Storage

Real Estate
-495
- 1.09%
$283.13 - $365.01 $140K - $181K
44.8K $16.3M
AAPL
Apple Inc.

Technology
-1.37K
- 0.71%
$207.23 - $234.82 $284K - $322K
191K $44.6M
Activity Summary
Buys All Purchases 20 New Holdings 5 Increased Positions 15 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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