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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 York, NY, based Investment company Edge Wealth Management LLC (Current Portfolio) buys BTC iShares Russell 2000 ETF, Public Service Enterprise Group Inc, Verizon Communications Inc, American Electric Power Co Inc, Coca-Cola Co, sells Chevron Corp, Microsoft Corp, Santa Cruz County Bank, Amazon.com Inc, Bank of America Corp during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Edge Wealth Management LLC. As of 2020Q4, Edge Wealth Management LLC owns 360 stocks with a total value of $427 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Edge Wealth Management LLC
  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%
New Purchase: Grayscale Bitcoin Trust (GBTC)

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.

New Purchase: SSgA Energy Select Sector SPDR (XLE)

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.

New Purchase: Vesper Healthcare Acquisition Corp (VSPRU)

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.

New Purchase: Herbalife Nutrition Ltd (HLF)

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.

New Purchase: Altria Group Inc (MO)

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.

New Purchase: Palantir Technologies Inc (PLTR)

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.

Added: BTC iShares Russell 2000 ETF (IWM)

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.

Added: Public Service Enterprise Group Inc (PEG)

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.

Added: Verizon Communications Inc (VZ)

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.

Added: American Electric Power Co Inc (AEP)

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.

Added: Coca-Cola Co (KO)

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.

Added: Procter & Gamble Co (PG)

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.

Sold Out: Santa Cruz County Bank (SCZC)

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.

Sold Out: BTC iShares Gold Trust (IAU)

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.

Sold Out: Sangamo Therapeutics Inc (SGMO)

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.

Sold Out: Lam Research Corp (LRCX)

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.

Sold Out: BTC iShares iBoxx USD Investment Grade Corporate B (LQD)

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.

Sold Out: BTC iShares Floating Rate Bond ETF (FLOT)

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.



Here is the complete portfolio of Edge Wealth Management LLC. Also check out:

1. Edge Wealth Management LLC's Undervalued Stocks
2. Edge Wealth Management LLC's Top Growth Companies, and
3. Edge Wealth Management LLC's High Yield stocks
4. Stocks that Edge Wealth Management LLC keeps buying

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