$239 Million is the total value of Edge Wealth Management LLC's 404 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 168.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Buy | A T & T INC NEW | $11,843,000 | +52.5% | 337,686 | +52.9% | 4.96% | +38.1% |
| GE | Buy | GENERAL ELECTRIC COMPANY | $11,750,000 | +3.2% | 453,862 | +11.8% | 4.92% | -6.5% |
| O | New | REALTY INCOME CORP REIT | $11,164,000 | – | 273,232 | +100.0% | 4.67% | – |
| INTC | Buy | INTEL CORP | $9,745,000 | +19.2% | 377,557 | +19.9% | 4.08% | +8.0% |
| EMC | Buy | E M C CORP MASS | $9,488,000 | +9.8% | 346,292 | +0.7% | 3.97% | -0.6% |
| CAG | Buy | CONAGRA FOODS INC | $9,347,000 | +32.0% | 301,221 | +43.3% | 3.91% | +19.5% |
| BP | Buy | BP PLC ADRadr | $8,855,000 | +1.9% | 184,106 | +3.0% | 3.71% | -7.7% |
| PCG | Buy | P G & E CORP | $8,553,000 | +25818.2% | 197,990 | +24193.3% | 3.58% | +23766.7% |
| SO | Buy | THE SOUTHERN COMPANY | $8,258,000 | +17.2% | 187,935 | +9.6% | 3.46% | +6.2% |
| RIG | Buy | TRANSOCEAN INC NEW F | $7,223,000 | -10.9% | 174,721 | +6.5% | 3.02% | -19.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,740,000 | +26.6% | 68,619 | +18.1% | 2.82% | +14.7% |
| PG | Buy | PROCTER & GAMBLE | $6,585,000 | +3.9% | 81,701 | +4.9% | 2.76% | -5.9% |
| PM | New | PHILIP MORRIS INTL INC | $6,134,000 | – | 74,920 | +100.0% | 2.57% | – |
| QCOM | Buy | QUALCOMM INC | $5,706,000 | +7.9% | 72,357 | +1.6% | 2.39% | -2.3% |
| KBR | Buy | KBR INC | $4,512,000 | -10.2% | 169,117 | +7.3% | 1.89% | -18.7% |
| ARIPRACL | New | APOLLO COML 8.625% PFDPFD SER A | $3,951,000 | – | 155,812 | +100.0% | 1.65% | – |
| ACRE | Buy | ARES COML REAL ESTATE | $3,575,000 | +86.6% | 266,603 | +82.2% | 1.50% | +69.0% |
| EFT | Buy | EATON VANCE FL RT IN TR | $2,613,000 | +1910.0% | 166,459 | +1855.1% | 1.09% | +1723.3% |
| AAPL | Buy | APPLE INC | $2,507,000 | +47.6% | 4,671 | +54.3% | 1.05% | +33.6% |
| MSFT | Buy | MICROSOFT CORP | $1,513,000 | +16.0% | 36,906 | +5.8% | 0.63% | +5.1% |
| XRX | New | XEROX CORP | $1,418,000 | – | 125,496 | +100.0% | 0.59% | – |
| BAC | Buy | BANK OF AMERICA CORP | $1,217,000 | +276.8% | 70,781 | +240.6% | 0.51% | +241.6% |
| JPC | Buy | NUVEEN PFD INC OPPTY FD | $1,189,000 | +15.3% | 127,992 | +10.0% | 0.50% | +4.6% |
| VZ | Buy | VERIZON COMMUNICATIONS | $1,089,000 | -2.5% | 22,887 | +0.6% | 0.46% | -11.6% |
| SCEPRFCL | New | SCE TRUST I 5.625% PFDPFD | $988,000 | – | 43,448 | +100.0% | 0.41% | – |
| WGRP | New | WILLBROS GROUP INC DE | $757,000 | – | 60,000 | +100.0% | 0.32% | – |
| GOOGL | Buy | GOOGLE INC CLASS A TRADES WITH DUE BILLS | $711,000 | +55.6% | 638 | +56.4% | 0.30% | +41.2% |
| X | Buy | UNITED STATES STEEL CORP | $692,000 | +34500.0% | 25,065 | +38461.5% | 0.29% | +28900.0% |
| VVR | New | INVESCO SENIOR INCM TR | $687,000 | – | 136,900 | +100.0% | 0.29% | – |
| NTI | New | NORTHERN TIER ENERGY LP | $643,000 | – | 25,000 | +100.0% | 0.27% | – |
| BKS | Buy | BARNES & NOBLE INC | $627,000 | +15575.0% | 30,000 | +12245.7% | 0.26% | +13000.0% |
| UBOH | Buy | UNITED BANCSHARES OHIO | $627,000 | +207.4% | 40,000 | +179.5% | 0.26% | +178.7% |
| EBAY | Buy | EBAY INC | $562,000 | +401.8% | 10,175 | +396.3% | 0.24% | +351.9% |
| LXU | New | L S B INDUSTRIES INC | $561,000 | – | 15,000 | +100.0% | 0.24% | – |
| BTZ | Buy | BLKROCK CR ALLO INCOME TRUST | $551,000 | +370.9% | 40,750 | +352.8% | 0.23% | +327.8% |
| WFCPRJCL | New | WELLS FARGO BANK 8% PFD DUE 12/31/99 | $549,000 | – | 18,850 | +100.0% | 0.23% | – |
| GILD | Buy | GILEAD SCIENCES INC | $534,000 | -0.7% | 7,541 | +5.2% | 0.22% | -10.4% |
| DKTCL | New | DEUTSCHE BK C 8.05% PFD DUE 05/09/99 | $452,000 | – | 16,450 | +100.0% | 0.19% | – |
| JPMPRCCL | New | JPM CHASE CAP 6.7% PFD DUE 04/02/40 | $449,000 | – | 17,525 | +100.0% | 0.19% | – |
| IESC | Buy | INTEGRATED ELECTRICL NEW | $435,000 | +55.4% | 70,000 | +34.6% | 0.18% | +41.1% |
| ACI | New | ARCH COAL INC | $434,000 | – | 90,000 | +100.0% | 0.18% | – |
| NQJ | Buy | NUVEEN NJ INVT QLTY MUN | $429,000 | +13.8% | 32,318 | +10.2% | 0.18% | +3.4% |
| NVAX | Buy | NOVAVAX INC | $383,000 | +16.1% | 84,500 | +31.0% | 0.16% | +5.3% |
| AEO | Buy | AMERN EAGLE OUTFITRS NEW | $367,000 | +27.4% | 30,000 | +50.0% | 0.15% | +15.8% |
| KFHCL | New | KKR FINL HLD 8.375% PFD DUE 11/15/41 | $354,000 | – | 12,800 | +100.0% | 0.15% | – |
| AMTGPRA | New | APOLLO RESIDENTI 8% PFD DUE 12/31/99 | $351,000 | – | 14,986 | +100.0% | 0.15% | – |
| DAN | New | DANA HOLDING CORPORATION | $349,000 | – | 15,000 | +100.0% | 0.15% | – |
| OCN | New | OCWEN FINANCIAL CORP NEW | $289,000 | – | 7,377 | +100.0% | 0.12% | – |
| AGNC | Buy | AMERICAN CAPITAL AGENCY REITS | $280,000 | +12.9% | 13,043 | +1.4% | 0.12% | +1.7% |
| TWTR | Buy | TWITTER INC | $227,000 | -25.3% | 4,860 | +1.5% | 0.10% | -32.1% |
| MSPRA | New | MORGAN STANLEY 0% PFD DUE 07/06/99 | $199,000 | – | 10,000 | +100.0% | 0.08% | – |
| RF | Buy | REGIONS FINANCIAL CP NEW | $198,000 | +54.7% | 17,800 | +36.9% | 0.08% | +40.7% |
| NYMTP | New | NEW YORK MTG 7.75% PFDPFD SER B | $186,000 | – | 8,150 | +100.0% | 0.08% | – |
| CIM | New | CHIMERA INVESTMENT CORP REIT | $184,000 | – | 60,000 | +100.0% | 0.08% | – |
| CSQ | New | CALAMOS STRGC TOT RET FD | $173,000 | – | 15,600 | +100.0% | 0.07% | – |
| AMZN | Buy | AMAZON COM INC | $154,000 | +3750.0% | 457 | +4470.0% | 0.06% | +3100.0% |
| PFF | Buy | ISHARES U S PFD ETF U S PFD STK | $150,000 | +1566.7% | 3,850 | +1440.0% | 0.06% | +1475.0% |
| ENLK | New | ENLINK MIDSTREAM PTRS LP | $146,000 | – | 4,800 | +100.0% | 0.06% | – |
| FFSL | Buy | FIRST INDEPENDENCE CORP DELAWARE | $143,000 | +11.7% | 11,000 | +3.8% | 0.06% | +1.7% |
| CMCSA | Buy | COMCAST CORP NEW CL A | $127,000 | +19.8% | 2,544 | +24.5% | 0.05% | +8.2% |
| SCTY | New | SOLARCITY CORP | $112,000 | – | 1,790 | +100.0% | 0.05% | – |
| TSLA | Buy | TESLA MOTORS INC | $109,000 | +1262.5% | 525 | +950.0% | 0.05% | +1050.0% |
| LNKD | New | LINKEDIN CORP | $110,000 | – | 595 | +100.0% | 0.05% | – |
| HD | Buy | HOME DEPOT INC | $111,000 | -3.5% | 1,406 | +0.3% | 0.05% | -13.2% |
| IIM | Buy | INVESCO VALUE MUNI INCM TRUST | $107,000 | +8.1% | 7,400 | +1.4% | 0.04% | -2.2% |
| AIG | Buy | AMERICAN INTL GROUP NEW | $102,000 | -1.0% | 2,035 | +0.5% | 0.04% | -10.4% |
| INDCL | New | ING GROEP N.V 7.05% PFD DUE 12/31/99 | $101,000 | – | 3,900 | +100.0% | 0.04% | – |
| AHTPRD | New | ASHFORD HOSPI 8.45% PFDPFD SER D | $98,000 | – | 3,850 | +100.0% | 0.04% | – |
| BBY | New | BEST BUY INC | $79,000 | – | 3,000 | +100.0% | 0.03% | – |
| SPY | New | S P D R S&P 500 ETF TR EXPIRING 01/22/2118 | $76,000 | – | 408 | +100.0% | 0.03% | – |
| CELG | New | CELGENE CORP | $73,000 | – | 520 | +100.0% | 0.03% | – |
| JAZZ | New | JAZZ PHARMACEUTICAL PLCF | $69,000 | – | 500 | +100.0% | 0.03% | – |
| OIH | New | MKT VECTORS OIL SERVICESOIL SERVICES ETF | $68,000 | – | 1,355 | +100.0% | 0.03% | – |
| EWW | New | ISHARES MSCI MEXICO ETF CAPPED | $64,000 | – | 1,000 | +100.0% | 0.03% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $63,000 | -3.1% | 568 | +4.6% | 0.03% | -13.3% |
| BNY | Buy | BLACKROCK NY MUN INCM TR | $58,000 | +107.1% | 4,268 | +88.2% | 0.02% | +84.6% |
| PFE | Buy | PFIZER INCORPORATED | $56,000 | +64.7% | 1,758 | +59.8% | 0.02% | +43.8% |
| AMJ | New | JP MORGAN EXCH TRADED NTALERIAN MLP | $56,000 | – | 1,205 | +100.0% | 0.02% | – |
| GDX | Buy | MARKET VECTORS ETF TRUSTGOLD MINERS FUND | $56,000 | +833.3% | 2,370 | +777.8% | 0.02% | +666.7% |
| EWP | New | ISHARES MSCI SPAIN ETF CAPPED | $52,000 | – | 1,282 | +100.0% | 0.02% | – |
| LULU | Buy | LULULEMON ATHLETICA INC | $53,000 | +120.8% | 1,010 | +152.5% | 0.02% | +100.0% |
| KEY | New | KEYCORP INC NEW | $50,000 | – | 3,500 | +100.0% | 0.02% | – |
| ISGCL | New | ING GROEP N. 6.125% PFD DUE 09/26/99 | $49,000 | – | 2,000 | +100.0% | 0.02% | – |
| MA | Buy | MASTERCARD INC | $49,000 | -9.3% | 650 | +900.0% | 0.02% | -16.0% |
| SAN | Buy | BANCO SANTANDER SA ADRadr | $50,000 | +8.7% | 5,240 | +2.3% | 0.02% | 0.0% |
| VNQ | Buy | VANGUARD REIT | $45,000 | +542.9% | 643 | +474.1% | 0.02% | +533.3% |
| OPK | Buy | OPKO HEALTH INC | $42,000 | +223.1% | 4,519 | +197.5% | 0.02% | +200.0% |
| IVRPRA | New | INVESCO MTG C 7.75% PFDPFD SER A | $42,000 | – | 1,750 | +100.0% | 0.02% | – |
| AWK | Buy | AMERICAN WATER WORKS CO | $40,000 | +17.6% | 879 | +9.3% | 0.02% | +6.2% |
| EWI | New | ISHARES MSCI ITALY ETF CAPPED | $36,000 | – | 2,050 | +100.0% | 0.02% | – |
| XLK | Buy | SECTOR SPDR TECH SELECT | $30,000 | +3.4% | 818 | +0.5% | 0.01% | 0.0% |
| FNMAS | New | FNMA 8.25% PFDPFD SER S | $32,000 | – | 3,075 | +100.0% | 0.01% | – |
| TCMCF | New | THOMPSON CREEK 6.50% DUE 05/15/15 | $32,000 | – | 2,500 | +100.0% | 0.01% | – |
| AGNCP | New | AMERN CAP AGY CO 8% PFDPFD SER A | $26,000 | – | 1,000 | +100.0% | 0.01% | – |
| AMGN | Buy | AMGEN INCORPORATED | $26,000 | +2500.0% | 212 | +1666.7% | 0.01% | – |
| FNMAT | New | FNMA 8.25% PFDPFD SER T DUE 12/31/99 | $27,000 | – | 2,217 | +100.0% | 0.01% | – |
| EDD | New | M S EMERGING MKTS DEBT | $26,000 | – | 2,000 | +100.0% | 0.01% | – |
| DNKN | Buy | DUNKIN BRANDS GROUP INC | $23,000 | +21.1% | 450 | +12.5% | 0.01% | +11.1% |
| DUK | New | DUKE ENERGY CORP NEW | $24,000 | – | 341 | +100.0% | 0.01% | – |
| NMR | New | NOMURA HOLDINGS NEW ADRadr | $25,000 | – | 3,900 | +100.0% | 0.01% | – |
| DSEEY | New | DAIWA SECURITIES GP ADRadr | $25,000 | – | 2,900 | +100.0% | 0.01% | – |
| CSLT | New | CASTLIGHT HEALTH INC | $21,000 | – | 1,000 | +100.0% | 0.01% | – |
| TNET | New | TRINET GROUP INC | $21,000 | – | 1,000 | +100.0% | 0.01% | – |
| BZNE | New | BIOZONE PHARMACEUTICALS | $19,000 | – | 34,000 | +100.0% | 0.01% | – |
| GG | New | GOLDCORP INC NEW F | $19,000 | – | 765 | +100.0% | 0.01% | – |
| IQI | New | INVESCO QLTY MUN INCM TRSBI | $18,000 | – | 1,526 | +100.0% | 0.01% | – |
| NQ | Buy | NQ MOBILE INC ADRadr | $18,000 | +50.0% | 1,000 | +25.0% | 0.01% | +33.3% |
| QCOR | New | QUESTCOR PHARMACEUTICALS | $19,000 | – | 300 | +100.0% | 0.01% | – |
| TSO | New | TESORO CORPORATION | $17,000 | – | 333 | +100.0% | 0.01% | – |
| VOD | New | VODAFONE GROUP NEW ADRadr | $16,000 | – | 447 | +100.0% | 0.01% | – |
| NEM | Buy | NEWMONT MINING CORP | $15,000 | +7.1% | 659 | +9.8% | 0.01% | 0.0% |
| SBUX | New | STARBUCKS CORP | $12,000 | – | 170 | +100.0% | 0.01% | – |
| MYOS | New | MYOS CORP NEW | $11,000 | – | 777 | +100.0% | 0.01% | – |
| BLOX | New | INFOBLOX | $13,000 | – | 650 | +100.0% | 0.01% | – |
| ANRZQ | New | ALPHA NATURAL RESOURCES | $13,000 | – | 3,000 | +100.0% | 0.01% | – |
| PHOT | New | GROWLIFE INC | $9,000 | – | 16,000 | +100.0% | 0.00% | – |
| ATEN | New | A10 NETWORKS INC | $10,000 | – | 667 | +100.0% | 0.00% | – |
| RBSPRLCL | New | ROYAL BK SCOT 5.75% PFD DUE 09/30/99 | $9,000 | – | 400 | +100.0% | 0.00% | – |
| NFLX | New | NETFLIX INC | $7,000 | – | 20 | +100.0% | 0.00% | – |
| PCGPRE | New | PACIFIC GAS ELEC 6% PFDPFD | $6,000 | – | 225 | +100.0% | 0.00% | – |
| SDS | Buy | PROSHS ULTRASHRT ETF S&P 500 | $8,000 | +60.0% | 281 | +74.5% | 0.00% | +50.0% |
| TWM | New | PROSHS ULTRASHT ETF NEW 2X RUSSELL 2000 | $8,000 | – | 177 | +100.0% | 0.00% | – |
| FNMAL | New | FNMA 4.75% PFDPFD SER M | $7,000 | – | 397 | +100.0% | 0.00% | – |
| NYNY | New | EMPIRE RESORTS INC NEW | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| SLB | Buy | SCHLUMBERGER LTD F | $7,000 | +40.0% | 75 | +50.0% | 0.00% | +50.0% |
| STI | Buy | SUNTRUST BANKS INC | $6,000 | 0.0% | 153 | +0.7% | 0.00% | 0.0% |
| TGT | Buy | TARGET CORPORATION | $8,000 | +14.3% | 135 | +22.7% | 0.00% | 0.0% |
| CBJCL | New | CABCO FOR JC 7.625% PFD DUE 03/01/97 | $7,000 | – | 400 | +100.0% | 0.00% | – |
| JJCTF | New | BARCLAYS BANK IPATH ETN UBS COPPER | $7,000 | – | 180 | +100.0% | 0.00% | – |
| NU | Buy | NORTHEAST UTILITIES | $7,000 | +75.0% | 162 | +62.0% | 0.00% | +50.0% |
| PCGPRB | New | PACIFIC GAS EL 5.5% PFDPFD | $4,000 | – | 137 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| DVA | New | DAVITA HEALTHCARE PTNR | $4,000 | – | 65 | +100.0% | 0.00% | – |
| CRDC | New | CARDICA INC | $5,000 | – | 5,000 | +100.0% | 0.00% | – |
| CXO | New | CONCHO RESOURCES INC | $5,000 | – | 40 | +100.0% | 0.00% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $4,000 | – | 75 | +100.0% | 0.00% | – |
| DQUEM | New | DUQUESNE LIGH 3.75% PFDPFD | $4,000 | – | 100 | +100.0% | 0.00% | – |
| BCSPRDCL | New | BARCLAYS BAN 8.125% PFD 04/11/99 | $5,000 | – | 200 | +100.0% | 0.00% | – |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETF | $4,000 | – | 100 | +100.0% | 0.00% | – |
| ENB | New | ENBRIDGE INC F | $4,000 | – | 82 | +100.0% | 0.00% | – |
| TK | New | TEEKAY CORP F | $3,000 | – | 62 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND CL A NEWFIRELAND | $2,000 | – | 42 | +100.0% | 0.00% | – |
| COG | New | CABOT OIL & GAS | $2,000 | – | 50 | +100.0% | 0.00% | – |
| THRX | New | THERAVANCE NEW | $2,000 | – | 80 | +100.0% | 0.00% | – |
| ACST | Buy | ACASTI PHARMA INC FCLASS A SHARES | $2,000 | 0.0% | 1,490 | +5.4% | 0.00% | 0.0% |
| CME | New | CME GROUP INC CL A CLASS A | $2,000 | – | 32 | +100.0% | 0.00% | – |
| CIG | Buy | CIA ENER DE MINAS ADRadr | $2,000 | 0.0% | 326 | +30.4% | 0.00% | 0.0% |
| SCEPRC | New | SOCAL EDISON 4.24% PFDPFD 4.24% | $3,000 | – | 125 | +100.0% | 0.00% | – |
| WY | New | WEYERHAEUSER CO | $2,000 | – | 80 | +100.0% | 0.00% | – |
| RBSPRHCL | New | ROYAL BK SCOT 7.25% PFDPFD SER H | $3,000 | – | 125 | +100.0% | 0.00% | – |
| AMBC | New | AMBAC FINL GROUP NEW | $3,000 | – | 100 | +100.0% | 0.00% | – |
| SCEPRB | New | SOCAL EDISON 4.08% PFDPFD 4.08% | $3,000 | – | 125 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC NEW | $3,000 | – | 92 | +100.0% | 0.00% | – |
| DTKCL | New | DEUTSCHE BK CC 7.6% PFD DUE 02/20/99 | $3,000 | – | 115 | +100.0% | 0.00% | – |
| NUE | New | NUCOR CORP | $3,000 | – | 60 | +100.0% | 0.00% | – |
| PCP | New | PRECISION CASTPARTS CORP | $3,000 | – | 12 | +100.0% | 0.00% | – |
| TEF | New | TELEFONICA S A SPON ADRadr | $1,000 | – | 42 | +100.0% | 0.00% | – |
| FTR | New | FRONTIER COMMUNICATIONS | $1,000 | – | 203 | +100.0% | 0.00% | – |
| BBBY | New | BED BATH & BEYOND | $1,000 | – | 10 | +100.0% | 0.00% | – |
| MT | New | ARCELOR MITTAL NY REGISTERED | $1,000 | – | 53 | +100.0% | 0.00% | – |
| VEOEY | New | VEOLIA ENVIRON ADRadr | $1,000 | – | 42 | +100.0% | 0.00% | – |
| HES | New | HESS CORPORATION | $1,000 | – | 6 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NG | New | NOVAGOLD RES INC NEW F | $1,000 | – | 100 | +100.0% | 0.00% | – |
| NBG | New | NATL BK GREECE NEW ADRadr | $1,000 | – | 50 | +100.0% | 0.00% | – |
| MNKKQ | New | MALLINCKRODT PUB F | $1,000 | – | 3 | +100.0% | 0.00% | – |
| MTLQU | New | MOTORS LIQ CO GUC TRUST | $1,000 | – | 40 | +100.0% | 0.00% | – |
| DCIX | New | DIANA CONTAINERSHIP F | $1,000 | – | 135 | +100.0% | 0.00% | – |
| SENY | New | SAUER ENERGY INC | $1,000 | – | 1,200 | +100.0% | 0.00% | – |
| SCHW | New | THE CHARLES SCHWAB CORP | $1,000 | – | 32 | +100.0% | 0.00% | – |
| DNDNQ | New | DENDREON CORP | $1,000 | – | 200 | +100.0% | 0.00% | – |
| CWGL | New | CRIMSON WINE GROUP | $1,000 | – | 70 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 8.5% |
| MICROSOFT CORP | 45 | Q2 2024 | 7.9% |
| MERCK & CO INC NEW | 45 | Q2 2024 | 5.9% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 3.4% |
| GENERAL DYNAMICS CORP | 45 | Q2 2024 | 4.3% |
| PFIZER INCORPORATED | 45 | Q2 2024 | 4.8% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 3.9% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 3.8% |
| ISHARES TR RUSSELL 2000 IDX FD | 45 | Q2 2024 | 5.3% |
| BP PLC-SPONS ADR | 45 | Q2 2024 | 4.5% |
View Edge Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-02 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-22 |
View Edge Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.