Edge Wealth Management LLC Closed Holding Positions

Edge Wealth Management LLC

  • $528 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PRI
Primerica, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
15
$121.81 - $156.99 $1.83K - $2.35K
AWI
Armstrong World Industries Inc

Industrials
Q1 2022 Filed on Apr 14, 2022
24
$86.82 - $115.62 $2.08K - $2.77K
AON
Aon PLC

Financial Services
Q1 2022 Filed on Apr 14, 2022
8
$261.88 - $326.39 $2.1K - $2.61K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 14, 2022
7
$313.79 - $356.74 $2.2K - $2.5K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
7
$87.78 - $223.31 $614 - $1.56K
AKAM
Akamai Technologies Inc

Technology
Q1 2022 Filed on Apr 14, 2022
21
$98.88 - $121.11 $2.08K - $2.54K
MCK
Mckesson Corp

Healthcare
Q1 2022 Filed on Apr 14, 2022
11
$244.61 - $310.48 $2.69K - $3.42K
PPC
Pilgrims Pride Corp

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
75
$21.07 - $28.95 $1.58K - $2.17K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q1 2022 Filed on Apr 14, 2022
16
$129.64 - $160.7 $2.07K - $2.57K
BALL
Ball Corp

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
23
$85.56 - $97.1 $1.97K - $2.23K
MCY
Mercury General Corp

Financial Services
Q1 2022 Filed on Apr 14, 2022
37
$52.09 - $56.27 $1.93K - $2.08K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
5
$234.8 - $367.94 $1.17K - $1.84K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
50
$36.77 - $41.61 $1.84K - $2.08K
AZO
Autozone Inc

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
1
$1794.28 - $2080.25 $1.79K - $2.08K
EME
Emcor Group, Inc.

Industrials
Q1 2022 Filed on Apr 14, 2022
14
$111.24 - $130.01 $1.56K - $1.82K
PGRE
Paramount Group, Inc.

Real Estate
Q1 2022 Filed on Apr 14, 2022
175
$8.37 - $11.22 $1.46K - $1.96K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 14, 2022
138
$8.56 - $10.52 $1.18K - $1.45K
ATUS
Altice Usa, Inc.

Communication Services
Q1 2022 Filed on Apr 14, 2022
72
$10.85 - $17.05 $781 - $1.23K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q1 2022 Filed on Apr 14, 2022
19
$74.28 - $92.69 $1.41K - $1.76K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
26
$47.02 - $71.33 $1.22K - $1.85K
ABC
Amerisourcebergen Corp

Healthcare
Q1 2022 Filed on Apr 14, 2022
12
$130.45 - $155.14 $1.57K - $1.86K
OGE
Oge Energy Corp.

Utilities
Q1 2022 Filed on Apr 14, 2022
41
$35.43 - $40.78 $1.45K - $1.67K
OMC
Omnicom Group Inc.

Communication Services
Q1 2022 Filed on Apr 14, 2022
17
$73.29 - $90.12 $1.25K - $1.53K
MPW
Medical Properties Trust Inc

Real Estate
Q1 2022 Filed on Apr 14, 2022
61
$19.94 - $24.13 $1.22K - $1.47K
VMW
Vmware, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
32
$108.69 - $135.87 $3.48K - $4.35K
AMCX
Amc Networks Inc.

Communication Services
Q1 2022 Filed on Apr 14, 2022
22
$35.97 - $44.66 $791 - $983
NTNX
Nutanix, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
27
$22.14 - $31.63 $598 - $854
PATH
Ui Path, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
19
$21.59 - $43.87 $410 - $834
MAA
Mid America Apartment Communities Inc.

Real Estate
Q1 2022 Filed on Apr 14, 2022
5
$196.12 - $227.39 $981 - $1.14K
WEN
Wendy'S CO

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
41
$20.94 - $24.07 $859 - $987
INVH
Invitation Homes Inc.

Real Estate
Q1 2022 Filed on Apr 14, 2022
23
$37.26 - $45.13 $857 - $1.04K
ETR
Entergy Corp

Utilities
Q1 2022 Filed on Apr 14, 2022
7
$102.32 - $117.04 $716 - $819
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
13
$47.35 - $54.3 $616 - $706
LAZY
Lazydays Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
33
$15.72 - $21.46 $519 - $708
VEEV
Veeva Systems Inc

Healthcare
Q1 2022 Filed on Apr 14, 2022
2
$170.79 - $256.31 $342 - $513
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on Apr 14, 2022
37
$9.81 - $15.4 $363 - $570
STOR
Store Capital Corp

Real Estate
Q1 2022 Filed on Apr 14, 2022
15
$28.73 - $34.6 $431 - $519
UHS
Universal Health Services Inc

Healthcare
Q1 2022 Filed on Apr 14, 2022
3
$126.49 - $151.26 $379 - $454
JIG
J P Morgan Exchange Traded Fd

ETFs
Q1 2022 Filed on Apr 14, 2022
5
$56.85 - $76.5 $284 - $383
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
5
$53.25 - $73.4 $266 - $367
UNRV
Unrivaled Brands, Inc.

Healthcare
Q1 2022 Filed on Apr 14, 2022
667
$0.16 - $0.28 $107 - $187
PFIX
Simplify ETF Simplify Int Rate

ETFs
Q1 2022 Filed on Apr 14, 2022
1,500
$38.54 - $51.08 $57.8K - $76.6K
MNDT
Mandiant, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
1,900
$14.08 - $22.49 $26.8K - $42.7K
APO
Apollo Global Management, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
402
$58.29 - $73.56 $23.4K - $29.6K
CXM
Sprinklr, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
1,491
$10.26 - $15.93 $15.3K - $23.8K
SLVM
Sylvamo Corp

Basic Materials
Q1 2022 Filed on Apr 14, 2022
40
$27.44 - $39.78 $1.1K - $1.59K
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
40
$11.28 - $19.37 $451 - $775
PSTX
Poseida Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 14, 2022
50
$3.22 - $7.04 $161 - $352
CERS
Cerus Corp

Healthcare
Q1 2022 Filed on Apr 14, 2022
50
$4.81 - $6.99 $240 - $350
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