Edge Wealth Management LLC Portfolio Holdings
Edge Wealth Management LLC
- $528 Million
- Q3 2025
Edge Wealth Management LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $528 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $46.9M, Alphabet Inc. with a value of $44.4M, Microsoft Corp with a value of $42.9M, Ishares Trust Ishares Pfd And with a value of $36.2M, and Ishares Barclays 1 3 Year Trea with a value of $29.9M.
Examining the 13F form we can see an increase of $40M in the current position value, from $488M to 528M.
Below you can find more details about Edge Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$528 Million
ETFs: $131 Million
Technology: $93.9 Million
Communication Services: $53.4 Million
Financial Services: $51.8 Million
Industrials: $47.8 Million
Consumer Defensive: $32.1 Million
Healthcare: $28.9 Million
Real Estate: $28.6 Million
Other: $61.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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