Edge Wealth Management LLC Portfolio Holdings

Edge Wealth Management LLC

  • $488 Million
  • Q2 2025

Edge Wealth Management LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $488 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $41.2M, Apple Inc. with a value of $37.7M, Ishares Trust Ishares Pfd And with a value of $36.4M, Alphabet Inc. with a value of $32.3M, and Ishares Barclays 1 3 Year Trea with a value of $29.9M.

Examining the 13F form we can see an increase of $20.9M in the current position value, from $467M to 488M.

Below you can find more details about Edge Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $488 Million
ETFs: $125 Million
Technology: $82.4 Million
Financial Services: $48.5 Million
Industrials: $46.8 Million
Communication Services: $41.9 Million
Consumer Defensive: $31 Million
Real Estate: $29.7 Million
Energy: $25.6 Million
Other: $57.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$434B
$215,000 0.04% of portfolio
218
Q2 2025 New
$27.8B
$136,000 0.03% of portfolio
10,000
Q1 2020 New
$0
$136,000 0.03% of portfolio
20,000
Q4 2020 New
$612M
$87,000 0.02% of portfolio
20,000
Q1 2025 New
$545M
$94,000 0.02% of portfolio
15,000
Q4 2023 Reduced 9.96%
$1.59B
$73,000 0.01% of portfolio
10,200
Q3 2017 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $488 Million
  • Prior Value $467 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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