Edge Wealth Management LLC Buys BTC iShares Russell 2000 ETF, Public Service Enterprise Group Inc, Verizon Communications Inc, Sells Chevron Corp, Microsoft Corp, Santa Cruz County Bank

• New Purchases: GBTC, XLE, VSPRU, HLF, MO, SHY, PLTR, TDOC, NCLH, PSX, PNNT, AMT, VXX, WHR, ODP, ROP, NUE, MCHP, HP, ICE, DELL, SAN, CSPR, LMND, JWS, RKT, AOUT, HL, AAXJ, EQR, GEM, ICLN, REM, BXMT, BAX, SHOP, TXMD, RYCEY, IVR, LZAGY, NYMT, TYME, BHR, ALDX, NIO, GRWG, GOOS, SOS, AM, VYNE, COLD, SONO,
• Added Positions: IWM, PEG, VZ, AEP, KO, PG, WM, DVY, RCS, NVAX, MDT, INTC, BA, SPY, AVDL, CRM, IYY, BABA, SHOO, GLD, DKNG, GM, ALXN, TGT, LMT, BDJ, BUD, WFC, KMI, FEYE, OPP, ROKU, SPG, NEM, GS, GOLD, PLD, VWO,
• Reduced Positions: CVX, MSFT, AAPL, GOOGL, AMZN, BAC, BRK.B, BSCM, JPM, JNJ, MRK, NLYPF.PFD, HON, MCD, WMT, GOVT, GD, IVV, AGNCN.PFD, PFE, RTX, BP, BCRX, BSJL, CVS, USMV, CIMPB.PFD, MAR, SH, DIS, GOOG, PGX, QUAL, GILD, VLO, ET, TSLA, CPK.PFD, PMTPA.PFD, XOM, PEP, SYY, HZNP, RDFN, UPWK, AMLP, T, C, LLY, TGTX, PPG, MUJ, DAL, FSK, CSCO, DUK, EPD, FDX, NVDA, NKE, BLNK, FB, IHTA, SPOT, SNOW, BSCL, IBB, VV, XLF, ADBE, AMD, AXP, ADP, BMY, ETN, FNMA, M, FMCC, GE, MS, ORCL, SLB, SNE, UPS, X, IESC, V, WDAY, TWTR, ANET, BOX, TRSSF, EOLS, ZM, UBER, PTON, EEMV, HEDJ, IEMG, KRE, NEAR, SCHD, XBI,
• Sold Out: SCZC, IAU, SGMO, LRCX, LQD, FLOT, TSN, TWOPC.PFD, MSPF.PFD, BPMC, KYN, KPTI, SBSW, VCV, PINS, SNAP, CLNY, XLNX, AVB, MSPA.PFD, TWO, CARS, ABB, Z, MPC, NUAN, LEN, IEF, SCHB, BVXV, FWONK, 8BTA, SHAK, QSR, NEWR, DNKN, CHWY, XHB, MTUM, KWEB, JPST, ITB, BSCK, ZI, CHNG, RRR, CRWD, FSLY, BWAY, FOXA, ETPPD.PFD, SPCE, 2C31, RA, KIM, BB, PENN, JWN, NFLX, NRG, MRO, MIC, MGM, SWKS, EXPE, EXC, FTRCQ, CNP, CCL, ASH, AINV, ATVI, LULU, GHY, NID, TMQ, CPRI, VER, RP, URPTF, MELI, AAL, IIM, VVR, YUM, XRX, VOD, TK, SYK, SSYS,

For the details of Edge Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/edge+wealth+management+llc/current-portfolio/portfolio

1. iShares U.S. Preferred Stock (PFF) - 1,160,317 shares, 10.44% of the total portfolio. Shares added by 0.66%
2. Apple Inc (AAPL) - 214,541 shares, 6.68% of the total portfolio. Shares reduced by 18.03%
3. Microsoft Corp (MSFT) - 84,242 shares, 4.37% of the total portfolio. Shares reduced by 24.67%
4. BTC iShares Russell 2000 ETF (IWM) - 93,192 shares, 4.29% of the total portfolio. Shares added by 67.93%
5. Alphabet Inc (GOOGL) - 10,379 shares, 4.24% of the total portfolio. Shares reduced by 19.9%

Edge Wealth Management LLC initiated holding in Grayscale Bitcoin Trust. The purchase prices were between $10.85 and $32.9, with an estimated average price of $19.56. The stock is now traded at around $10.610000. The impact to a portfolio due to this purchase was 0.16%. The holding were 22,105 shares as of 2020-12-31.

Edge Wealth Management LLC initiated holding in SSgA Energy Select Sector SPDR. The purchase prices were between $27.71 and $41.6, with an estimated average price of $34.68. The stock is now traded at around $43.610000. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,186 shares as of 2020-12-31.

Edge Wealth Management LLC initiated holding in Vesper Healthcare Acquisition Corp. The purchase prices were between $9.99 and $12.7, with an estimated average price of $10.64. The stock is now traded at around $11.830000. The impact to a portfolio due to this purchase was 0.08%. The holding were 30,000 shares as of 2020-12-31.

Edge Wealth Management LLC initiated holding in Herbalife Nutrition Ltd. The purchase prices were between $44.39 and $51.35, with an estimated average price of $48.27. The stock is now traded at around $51.390000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,019 shares as of 2020-12-31.

Edge Wealth Management LLC initiated holding in Altria Group Inc. The purchase prices were between $36.08 and $43.78, with an estimated average price of $40.2. The stock is now traded at around $41.230000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,000 shares as of 2020-12-31.

Edge Wealth Management LLC initiated holding in Palantir Technologies Inc. The purchase prices were between $9.03 and $29.05, with an estimated average price of $18.34. The stock is now traded at around $26.620000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,009 shares as of 2020-12-31.

Edge Wealth Management LLC added to a holding in BTC iShares Russell 2000 ETF by 67.93%. The purchase prices were between $152.37 and $199.14, with an estimated average price of $174.93. The stock is now traded at around $213.450000. The impact to a portfolio due to this purchase was 1.74%. The holding were 93,192 shares as of 2020-12-31.

Edge Wealth Management LLC added to a holding in Public Service Enterprise Group Inc by 35.13%. The purchase prices were between $55.9 and $61, with an estimated average price of $58.28. The stock is now traded at around $58.180000. The impact to a portfolio due to this purchase was 0.51%. The holding were 145,782 shares as of 2020-12-31.

Edge Wealth Management LLC added to a holding in Verizon Communications Inc by 20.09%. The purchase prices were between $56.31 and $61.74, with an estimated average price of $59.4. The stock is now traded at around $57.050000. The impact to a portfolio due to this purchase was 0.41%. The holding were 178,154 shares as of 2020-12-31.

Edge Wealth Management LLC added to a holding in American Electric Power Co Inc by 497.00%. The purchase prices were between $80.71 and $93.59, with an estimated average price of $86.73. The stock is now traded at around $80.730000. The impact to a portfolio due to this purchase was 0.38%. The holding were 23,880 shares as of 2020-12-31.

Edge Wealth Management LLC added to a holding in Coca-Cola Co by 25.81%. The purchase prices were between $47.96 and $54.84, with an estimated average price of $51.79. The stock is now traded at around $48.510000. The impact to a portfolio due to this purchase was 0.35%. The holding were 133,997 shares as of 2020-12-31.

Edge Wealth Management LLC added to a holding in Procter & Gamble Co by 20.68%. The purchase prices were between $135.51 and $144.49, with an estimated average price of $139.72. The stock is now traded at around $133.600000. The impact to a portfolio due to this purchase was 0.3%. The holding were 54,827 shares as of 2020-12-31.

Edge Wealth Management LLC sold out a holding in Santa Cruz County Bank. The sale prices were between $36.3 and $40.9, with an estimated average price of $38.65.

Edge Wealth Management LLC sold out a holding in BTC iShares Gold Trust. The sale prices were between $16.95 and $18.61, with an estimated average price of $17.89.

Edge Wealth Management LLC sold out a holding in Sangamo Therapeutics Inc. The sale prices were between $9.23 and $18.18, with an estimated average price of $11.81.

Edge Wealth Management LLC sold out a holding in Lam Research Corp. The sale prices were between $328.71 and $511.66, with an estimated average price of $423.29.

Edge Wealth Management LLC sold out a holding in BTC iShares iBoxx USD Investment Grade Corporate B. The sale prices were between $133.73 and $138.48, with an estimated average price of $136.26.

Edge Wealth Management LLC sold out a holding in BTC iShares Floating Rate Bond ETF. The sale prices were between $50.61 and $50.74, with an estimated average price of $50.67.