EW
| |
Edge Wealth Management LLC13F | |
| Edge Wealth Management LLC | |
| Last update 2025-07-14 | 82 Stocks (2 new) |
| Value $519.00 Mil | Turnover 3 % |
Edge Wealth Management LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 82,917 | 41,351.0 | +0.84% | 7.960 | +0.07% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AAPL | Apple Inc | 183,912 | 37,799.5 | -1.11% | 7.280 | -0.09% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
PFF | iShares U.S. Preferred Stock | 1,187,310 | 36,444.5 | -8.91% | 7.020 | -0.72% | 0.260 | +3.11% | -0.99% | 14,161.6 | ||
GOOGL | Alphabet Inc | 183,173 | 32,281.4 | -1.41% | 6.220 | -0.08% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
SHY | iShares 1-3 Year Treasury Bond ETF | 360,856 | 29,900.3 | +2.78% | 5.760 | +0.16% | 0.120 | -0.33% | +0.63% | 23,668.1 | ||
JPM | JPMorgan Chase & Co | 88,812 | 25,759.2 | -1.58% | 4.960 | -0.07% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
IWM | iShares Russell 2000 ETF | 114,813 | 24,788.1 | -3.66% | 4.770 | -0.18% | 0.040 | +15.20% | +1.17% | 64,783.6 | ||
WMT | Walmart Inc | 216,360 | 21,183.8 | -1.47% | 4.080 | -0.06% | 0.000 | +1.04% | +7.47% | 770,908.4 | Retail - Defensive | |
BRK.B | Berkshire Hathaway Inc | 40,699 | 19,753.3 | -1.41% | 3.800 | -0.06% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
WM | Waste Management Inc | 76,634 | 17,530.8 | -1.21% | 3.380 | -0.04% | 0.020 | +1.73% | +15.10% | 92,799.3 | Waste Management |
Edge Wealth Management LLC's Historical Top Holdings Breakdowns
Edge Wealth Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HD | The Home Depot Inc | 2025-06-30 | Add Add | +1.91% | 335.24 ($361.94) 380.78 | $373.09 | 3.08% | Add 4275.63% | 27,654 | 27,022 | |
PFF | iShares U.S. Preferred Stock | 2025-06-30 | Reduce Reduce | -0.72% | 29 ($30.11) 30.73 | $31.13 | 3.39% | Reduce -8.91% | 1,187,310 | -116,105 | |
MTBA | Simplify MBS ETF | 2025-06-30 | Add Add | +0.35% | 49.41 ($49.8) 50.42 | $49.90 | 0.20% | Add 15.88% | 263,171 | 36,057 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-06-30 | Add Add | +0.25% | 116.93 ($117.96) 119.39 | $118.13 | 0.14% | Add 36.97% | 40,207 | 10,853 | |
BLK | BlackRock Inc | 2025-06-30 | Add Add | +0.19% | 815.72 ($945.61) 1049.25 | $1,118.37 | 18.27% | Add 6.17% | 15,953 | 927 | |
IWM | iShares Russell 2000 ETF | 2025-06-30 | Reduce Reduce | -0.18% | 174.82 ($201.21) 215.79 | $223.55 | 11.10% | Reduce -3.66% | 114,813 | -4,360 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-06-30 | Add Add | +0.16% | 82.21 ($82.56) 83.12 | $82.50 | -0.07% | Add 2.78% | 360,856 | 9,752 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.09% | 172.42 ($202.27) 223.89 | $213.76 | 5.68% | Reduce -1.11% | 183,912 | -2,065 | |
XOM | Exxon Mobil Corp | 2025-06-30 | Reduce Reduce | -0.09% | 99.93 ($107.09) 119.04 | $110.79 | 3.46% | Reduce -2.59% | 140,878 | -3,753 | |
GOOGL | Alphabet Inc | 2025-06-30 | Reduce Reduce | -0.08% | 144.7 ($163.55) 178.6 | $192.17 | 17.50% | Reduce -1.41% | 183,173 | -2,611 |
Edge Wealth Management LLC Total Holding History ($B)
Edge Wealth Management LLC's Asset Allocation
Edge Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Edge Wealth Management LLC's Hypothetical Growth since 2025-06-30
Edge Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Edge Wealth Management LLC's Holdings Heat Map
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Edge Wealth Management LLC's Holdings Bubble Chart
Edge Wealth Management LLC News
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