Edge Wealth Management LLC Portfolio Holdings
Edge Wealth Management LLC
- $467 Million
- Q1 2025
Edge Wealth Management LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $467 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.3M, Ishares Trust Ishares Pfd And with a value of $40.2M, Microsoft Corp with a value of $30.9M, Ishares Barclays 1 3 Year Trea with a value of $29M, and Alphabet Inc. with a value of $28.7M.
Examining the 13F form we can see an decrease of $4.8M in the current position value, from $472M to 467M.
Below you can find more details about Edge Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$467 Million
ETFs: $125 Million
Technology: $75 Million
Financial Services: $46.4 Million
Industrials: $45.1 Million
Communication Services: $36.5 Million
Energy: $30.1 Million
Real Estate: $29.9 Million
Consumer Defensive: $29.7 Million
Other: $49.7 Million