Edge Wealth Management LLC Sells in Q2 2025

Edge Wealth Management LLC

  • $488 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
-116K
- 8.91%
$29.0 - $30.68 $3.37M - $3.56M
1.19M $36.4M
AAPL
Apple Inc.

Technology
-2.07K
- 1.11%
$172.42 - $223.89 $356K - $462K
184K $37.7M
SLB
Schlumberger Limited

Energy
-5.83K
- 2.15%
$31.95 - $42.2 $186K - $246K
266K $8.98M
XOM
Exxon Mobil Corp

Energy
-3.75K
- 2.59%
$99.93 - $119.04 $375K - $447K
141K $15.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-580
- 1.41%
$483.48 - $539.8 $280K - $313K
40.7K $19.8M
JNJ
Johnson & Johnson

Healthcare
-83
- 0.11%
$146.36 - $159.82 $12.1K - $13.3K
78.1K $11.9M
PG
Procter & Gamble CO

Consumer Defensive
-71
- 0.12%
$157.66 - $172.39 $11.2K - $12.2K
58.4K $9.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-522
- 2.11%
$285.55 - $321.23 $149K - $168K
24.2K $7.06M
WM
Waste Management Inc

Industrials
-940
- 1.21%
$216.47 - $242.1 $203K - $228K
76.6K $17.5M
PSA
Public Storage

Real Estate
-281
- 0.62%
$266.31 - $309.77 $74.8K - $87K
44.7K $13.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-4.28K
- 28.93%
$45.07 - $52.57 $193K - $225K
10.5K $513K
XLV
Select Sector Spdr Fund Health

ETFs
-570
- 14.17%
$128.77 - $144.3 $73.4K - $82.3K
3.45K $465K
PEP
Pepsico Inc

Consumer Defensive
-427
- 15.44%
$128.02 - $151.37 $54.7K - $64.6K
2.34K $308K
META
Meta Platforms, Inc.

Communication Services
-250
- 35.61%
$484.66 - $738.09 $121K - $185K
452 $333K
FDX
Fedex Corp

Industrials
-98
- 6.85%
$198.07 - $245.17 $19.4K - $24K
1.33K $303K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-511
- 8.05%
$41.45 - $54.46 $21.2K - $27.8K
5.84K $303K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-98
- 2.94%
$152.93 - $181.74 $15K - $17.8K
3.23K $587K
TSLA
Tesla, Inc.

Consumer Cyclical
-70
- 6.49%
$221.86 - $362.89 $15.5K - $25.4K
1.01K $320K
AMT
American Tower Corp

Real Estate
-434
- 0.69%
$203.96 - $228.19 $88.5K - $99K
62.8K $13.9M
PLTR
Palantir Technologies Inc.

Technology
-1.42K
- 22.69%
$74.01 - $144.25 $105K - $205K
4.84K $659K
AMZN
Amazon Com Inc

Consumer Cyclical
-59
- 0.29%
$167.32 - $223.3 $9.87K - $13.2K
20.2K $4.42M
IWM
Ishares Russell 2000 ETF

ETFs
-4.36K
- 3.66%
$174.82 - $215.79 $762K - $941K
115K $24.8M
GD
General Dynamics Corp

Industrials
-95
- 0.19%
$247.68 - $291.66 $23.5K - $27.7K
50.7K $14.8M
HON
Honeywell International Inc

Industrials
-187
- 0.34%
$182.86 - $232.88 $34.2K - $43.5K
55K $12.8M
DIS
Walt Disney CO

Communication Services
-52
- 0.07%
$81.72 - $124.01 $4.25K - $6.45K
72.6K $9M
WMT
Walmart Inc.

Consumer Defensive
-3.24K
- 1.47%
$81.79 - $99.98 $265K - $324K
216K $21.2M
GOOGL
Alphabet Inc.

Communication Services
-2.61K
- 1.41%
$144.7 - $178.6 $378K - $466K
183K $32.3M
JPM
Jpmorgan Chase & CO

Financial Services
-1.42K
- 1.58%
$210.28 - $289.91 $299K - $413K
88.8K $25.7M
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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