$393 Million is the total value of Edge Wealth Management LLC's 587 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 41.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMLP | Sell | ALERIAN MLP ETFetf | $19,752,000 | +5.8% | 1,955,618 | -1.9% | 5.02% | +1.4% |
| AAPL | Sell | APPLE INC | $16,156,000 | +7.5% | 87,275 | -2.6% | 4.11% | +3.0% |
| MSFT | Sell | MICROSOFT CORP | $15,233,000 | +4.9% | 154,477 | -2.9% | 3.88% | +0.5% |
| BP | Sell | BP PLC-SPONS ADRadr | $12,902,000 | +5.3% | 282,557 | -6.5% | 3.28% | +0.9% |
| CSCO | Sell | CISCO SYSTEMS INC | $12,762,000 | -7.2% | 296,591 | -7.5% | 3.25% | -11.0% |
| INTC | Sell | INTEL CORP | $12,009,000 | -6.7% | 241,583 | -2.3% | 3.06% | -10.6% |
| PFE | Sell | PFIZER INC | $11,579,000 | -0.9% | 319,161 | -3.1% | 2.95% | -5.0% |
| REM | Sell | ISHARES MORTGAGE REAL ESTATEetf | $10,292,000 | +2.2% | 236,869 | -0.1% | 2.62% | -2.1% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $9,467,000 | +4.9% | 57,808 | -2.7% | 2.41% | +0.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $8,559,000 | -8.2% | 82,320 | -2.9% | 2.18% | -12.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $6,361,000 | -19.9% | 34,126 | -5.1% | 1.62% | -23.2% |
| SO | Sell | SOUTHERN CO/THE | $5,811,000 | -4.7% | 125,476 | -8.1% | 1.48% | -8.7% |
| ETN | Sell | EATON CORP PLC | $5,537,000 | -7.9% | 74,085 | -1.6% | 1.41% | -11.7% |
| BAC | Sell | BANK OF AMERICA CORP | $3,070,000 | -72.3% | 108,903 | -70.5% | 0.78% | -73.4% |
| MMP | Sell | MAGELLAN MIDSTREAM PARTNERSmlp | $2,500,000 | -15.9% | 36,185 | -29.0% | 0.64% | -19.4% |
| KYN | Sell | KAYNE ANDERSON MLP INVESTcef | $2,104,000 | +7.1% | 111,702 | -6.3% | 0.54% | +2.7% |
| FB | Sell | FACEBOOK INC-A | $1,775,000 | -4.2% | 9,134 | -21.2% | 0.45% | -8.1% |
| CEM | Sell | CLEARBRIDGE ENERGY MLP FUNDcef | $1,715,000 | -1.7% | 121,354 | -12.4% | 0.44% | -5.8% |
| IBB | Sell | ISHARES NASDAQ BIOTECHNOLOGYetf | $1,614,000 | -20.6% | 14,697 | -22.8% | 0.41% | -23.7% |
| CVX | Sell | CHEVRON CORP | $1,497,000 | -23.6% | 11,844 | -31.0% | 0.38% | -26.7% |
| EEMV | Sell | ISHARES EDGE MSCI MIN VOL EMetf | $1,335,000 | -8.9% | 23,079 | -1.9% | 0.34% | -12.6% |
| UPS | Sell | UNITED PARCEL SERVICE-CL B | $1,256,000 | 0.0% | 11,827 | -1.5% | 0.32% | -3.9% |
| CPRK | Sell | CITIGROUP INCpfd | $1,190,000 | -4.0% | 43,325 | -2.0% | 0.30% | -7.9% |
| NXJ | Sell | NUVEEN NJ QUAL MUNI INC FDcef | $1,079,000 | -41.4% | 82,710 | -41.4% | 0.28% | -43.8% |
| IVRPRA | Sell | INVESCO MORTGAGE CAPITALpfd | $993,000 | -23.2% | 39,791 | -23.5% | 0.25% | -26.2% |
| PCG | Sell | P G & E CORP | $967,000 | -19.6% | 22,726 | -17.0% | 0.25% | -22.9% |
| IBM | Sell | INTL BUSINESS MACHINES CORP | $932,000 | -74.8% | 6,669 | -72.3% | 0.24% | -75.8% |
| SCHG | Sell | SCHWAB U.S. LARGE-CAP GROWTHetf | $907,000 | +5.2% | 11,963 | -0.5% | 0.23% | +0.9% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $905,000 | -16.7% | 3,335 | -19.2% | 0.23% | -20.1% |
| Sell | CORPORATE CAPITAL TRUST INC | $859,000 | -30.2% | 54,971 | -24.5% | 0.22% | -33.0% | |
| GG | Sell | GOLDCORP INC | $717,000 | -2.7% | 52,294 | -1.9% | 0.18% | -7.1% |
| MUJ | Sell | BLACKROCK MUNIHOLDINGS NJ QUcef | $708,000 | -27.5% | 53,654 | -26.5% | 0.18% | -30.5% |
| TYG | Sell | TORTOISE ENERGY INFRASTRUCTUcef | $641,000 | +3.9% | 24,016 | -2.8% | 0.16% | -0.6% |
| JQC | Sell | NUVEEN CREDIT STRAT INC FDcef | $619,000 | -15.0% | 77,813 | -15.1% | 0.16% | -18.7% |
| BIT | Sell | BLACKROCK MULTI-SECTOR INCOMcef | $599,000 | -11.3% | 35,035 | -12.9% | 0.15% | -15.1% |
| NTC | Sell | NUVEEN CT QUAL MUNI INC FDcef | $513,000 | -15.1% | 43,180 | -17.8% | 0.13% | -18.1% |
| BBT | Sell | BB&T CORP | $499,000 | -3.5% | 9,885 | -0.5% | 0.13% | -7.3% |
| NID | Sell | NUVEEN INT DUR MUNI TERM FDcef | $476,000 | -7.8% | 38,262 | -6.9% | 0.12% | -11.7% |
| ETP | Sell | ENERGY TRANSFER PARTNERS LPmlp | $469,000 | +13.8% | 24,647 | -3.0% | 0.12% | +9.2% |
| F | Sell | FORD MOTOR CO | $391,000 | -10.7% | 35,296 | -10.8% | 0.10% | -14.7% |
| CELG | Sell | CELGENE CORP | $316,000 | -36.7% | 3,977 | -28.9% | 0.08% | -39.4% |
| TWO | Sell | TWO HARBORS INVESTMENT CORPreit | $304,000 | -14.8% | 19,240 | -17.2% | 0.08% | -18.9% |
| BPK | Sell | BLACKROCK MUNICIPAL 2018 TRMcef | $293,000 | -19.9% | 19,500 | -20.4% | 0.08% | -22.7% |
| IMPV | Sell | IMPERVA INC | $287,000 | -7.1% | 5,955 | -16.7% | 0.07% | -11.0% |
| BKK | Sell | BLACKROCK MUNI 2020 TERM TRScef | $276,000 | -10.7% | 18,275 | -10.7% | 0.07% | -14.6% |
| ARIPRC | Sell | APOLLO CMMRL REAL EST FIpfd | $265,000 | -58.9% | 10,328 | -59.2% | 0.07% | -60.8% |
| EAD | Sell | WELLS FARGO INCOME OPPORTUNIcef | $258,000 | -24.1% | 32,284 | -23.7% | 0.07% | -26.7% |
| PAA | Sell | PLAINS ALL AMER PIPELINE LPmlp | $255,000 | 0.0% | 10,800 | -6.7% | 0.06% | -4.4% |
| CSLT | Sell | CASTLIGHT HEALTH INC-B | $197,000 | +9.4% | 46,250 | -6.1% | 0.05% | +4.2% |
| CYSPRA | Sell | CYS INVESTMENTS INCpfd | $198,000 | -53.0% | 8,000 | -53.6% | 0.05% | -55.4% |
| BTZ | Sell | BLACKROCK CREDIT ALLOCATIONcef | $184,000 | -31.3% | 15,205 | -28.2% | 0.05% | -33.8% |
| TWTR | Sell | TWITTER INC | $186,000 | -2.6% | 4,265 | -35.2% | 0.05% | -7.8% |
| EVV | Sell | EATON VANCE LTD DURATION FNDcef | $141,000 | -17.5% | 11,195 | -14.7% | 0.04% | -20.0% |
| IIM | Sell | INVESCO VALUE MUNICIPAL INCOcef | $135,000 | -19.6% | 9,565 | -17.3% | 0.03% | -24.4% |
| NRZ | Sell | NEW RESIDENTIAL INVESTMENTreit | $114,000 | -32.5% | 6,500 | -36.6% | 0.03% | -35.6% |
| NLYPRCCL | Sell | ANNALY CAPITAL MGMTpfd | $114,000 | -5.8% | 4,500 | -5.5% | 0.03% | -9.4% |
| IOVA | Sell | IOVANCE BIOTHERAPEUTICS INC | $108,000 | -34.9% | 8,450 | -14.0% | 0.03% | -38.6% |
| DB | Sell | DEUTSCHE BANK AG-REGISTERED | $106,000 | -27.9% | 10,000 | -4.8% | 0.03% | -30.8% |
| VVR | Sell | INVESCO SENIOR INCOME TRUSTcef | $102,000 | -37.8% | 23,885 | -35.9% | 0.03% | -40.9% |
| SHPG | Sell | SHIRE PLC-ADRadr | $92,000 | +1.1% | 547 | -10.6% | 0.02% | -4.2% |
| RRC | Sell | RANGE RESOURCES CORP | $74,000 | -75.2% | 4,424 | -78.4% | 0.02% | -75.9% |
| FEYE | Sell | FIREEYE INC | $76,000 | -10.6% | 4,944 | -1.3% | 0.02% | -17.4% |
| GSK | Sell | GLAXOSMITHKLINE PLC-SPON ADRadr | $69,000 | 0.0% | 1,700 | -3.7% | 0.02% | 0.0% |
| QCOM | Sell | QUALCOMM INC | $62,000 | -31.1% | 1,110 | -31.4% | 0.02% | -33.3% |
| BGCP | Sell | BGC PARTNERS INC-CL A | $57,000 | -41.8% | 5,000 | -31.4% | 0.02% | -42.3% |
| HIO | Sell | WESTERN ASSET HIGH INCOME OPcef | $60,000 | -34.1% | 12,506 | -33.7% | 0.02% | -37.5% |
| PJT | Sell | PJT PARTNERS INC - A | $53,000 | -29.3% | 1,000 | -33.3% | 0.01% | -35.0% |
| VXUS | Sell | VANGUARD TOTAL INTL STOCKetf | $47,000 | -50.5% | 870 | -48.4% | 0.01% | -52.0% |
| TCEHY | Sell | TENCENT HOLDINGS LTD-UNS ADRadr | $43,000 | -46.2% | 846 | -43.4% | 0.01% | -47.6% |
| BK | Sell | BANK OF NEW YORK MELLON CORP | $45,000 | -30.8% | 826 | -35.0% | 0.01% | -35.3% |
| XBI | Sell | SPDR S&P BIOTECH ETFetf | $43,000 | -53.3% | 450 | -56.9% | 0.01% | -54.2% |
| FNDB | Sell | SCHWAB FUNDAMENTAL BROAD MKTetf | $41,000 | -8.9% | 1,086 | -12.1% | 0.01% | -16.7% |
| O | Sell | REALTY INCOME CORPreit | $27,000 | -3.6% | 500 | -8.1% | 0.01% | 0.0% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $26,000 | -94.8% | 105 | -94.9% | 0.01% | -94.7% |
| AVXL | Sell | ANAVEX LIFE SCIENCES CORP | $26,000 | -81.2% | 10,000 | -80.0% | 0.01% | -81.1% |
| KBR | Sell | KBR INC | $25,000 | -13.8% | 1,418 | -20.7% | 0.01% | -25.0% |
| BKR | Sell | BAKER HUGHES A GE CO | $24,000 | -14.3% | 740 | -27.7% | 0.01% | -14.3% |
| HP | Sell | HELMERICH & PAYNE | $19,000 | -52.5% | 300 | -50.0% | 0.01% | -54.5% |
| MRO | Sell | MARATHON OIL CORP | $21,000 | -34.4% | 1,003 | -49.9% | 0.01% | -37.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $16,000 | -77.5% | 159 | -79.1% | 0.00% | -78.9% |
| ARI | Sell | APOLLO COMMERCIAL REAL ESTATreit | $12,000 | -20.0% | 642 | -24.5% | 0.00% | -25.0% |
| ARRPRACL | Sell | ARMOUR RESIDENTIAL REITpfd | $11,000 | -73.2% | 430 | -73.5% | 0.00% | -72.7% |
| VTR | Sell | VENTAS INCreit | $11,000 | -98.1% | 200 | -98.3% | 0.00% | -98.1% |
| MDLZ | Sell | MONDELEZ INTERNATIONAL INC-A | $6,000 | -33.3% | 157 | -24.2% | 0.00% | 0.0% |
| MU | Sell | MICRON TECHNOLOGY INC | $6,000 | -89.7% | 115 | -89.7% | 0.00% | -86.7% |
| NFG | Sell | NATIONAL FUEL GAS CO | $6,000 | -25.0% | 110 | -26.7% | 0.00% | 0.0% |
| STWD | Sell | STARWOOD PROPERTY TRUST INCreit | $8,000 | -63.6% | 350 | -66.7% | 0.00% | -66.7% |
| GBTC | Sell | BITCOIN INVESTMENT TRUSTcef | $3,000 | -50.0% | 300 | -47.6% | 0.00% | -50.0% |
| Sell | September 18 Puts on SPY USput | $2,000 | -96.7% | 9 | -92.5% | 0.00% | -93.8% | |
| VCIT | Sell | VANGUARD INT-TERM CORPORATEetf | $3,000 | -96.6% | 30 | -97.1% | 0.00% | -95.7% |
| IESC | Sell | IES HOLDINGS INC | $2,000 | -98.7% | 120 | -98.8% | 0.00% | -97.6% |
| WFTIQ | Sell | WEATHERFORD INTERNATIONAL PL | $1,000 | -75.0% | 100 | -93.8% | 0.00% | -100.0% |
| CMLSQ | Exit | CUMULUS MEDIA INC-CL A | $0 | – | -125 | -100.0% | 0.00% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -2 | -100.0% | 0.00% | – |
| SLNM | Sell | SALON MEDIA GROUP INC | $1,000 | -95.0% | 65,714 | -82.6% | 0.00% | -100.0% |
| CI | Sell | CIGNA CORP | $1,000 | -66.7% | 8 | -50.0% | 0.00% | -100.0% |
| ADVM | Exit | ADVERUM BIOTECHNOLOGIES INC | $0 | – | -250 | -100.0% | 0.00% | – |
| AQB | Exit | AQUABOUNTY TECHNOLOGIES | $0 | – | -1 | -100.0% | 0.00% | – |
| MTLQU | Exit | MOTORS LIQUIDATION CO GUC TRunit | $0 | – | -40 | -100.0% | 0.00% | – |
| LKSDQ | Exit | LSC COMMUNICATIONS INC | $0 | – | -25 | -100.0% | 0.00% | – |
| DFIN | Exit | DONNELLEY FINANCIAL SOLUTION | $0 | – | -25 | -100.0% | 0.00% | – |
| CQQQ | Exit | GUGGENHEIM CHINA TECHNOLOGYetf | $0 | – | -10 | -100.0% | 0.00% | – |
| GDX | Sell | VANECK VECTORS GOLD MINERS Eetf | $1,000 | -99.9% | 30 | -100.0% | 0.00% | -100.0% |
| HYT | Exit | BLACKROCK CORPORATE HIGH YIEcef | $0 | – | -300 | -100.0% | -0.00% | – |
| QQQ | Exit | POWERSHARES QQQ TRUST SERIESetf | $0 | – | -19 | -100.0% | -0.00% | – |
| CSX | Exit | CSX CORP | $0 | – | -33 | -100.0% | -0.00% | – |
| Exit | HIGHLANDS REIT INCreit | $0 | – | -16,425 | -100.0% | -0.00% | – | |
| PTLA | Exit | PORTOLA PHARMACEUTICALS INC | $0 | – | -75 | -100.0% | -0.00% | – |
| IWD | Exit | ISHARES RUSSELL 1000 VALUE Eetf | $0 | – | -25 | -100.0% | -0.00% | – |
| Exit | LUNDIN GOLD INC | $0 | – | -1,000 | -100.0% | -0.00% | – | |
| SPXS | Exit | DIREXION DAILY S&P 500 BEARetf | $0 | – | -134 | -100.0% | -0.00% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| WGO | Exit | WINNEBAGO INDUSTRIES | $0 | – | -100 | -100.0% | -0.00% | – |
| STO | Exit | STATOIL ASA-SPON ADRadr | $0 | – | -200 | -100.0% | -0.00% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -35 | -100.0% | -0.00% | – |
| JPMPRFCL | Exit | JPMORGAN CHASE & COpfd | $0 | – | -250 | -100.0% | -0.00% | – |
| NSU | Exit | NEVSUN RESOURCES LTD | $0 | – | -3,000 | -100.0% | -0.00% | – |
| VBR | Exit | VANGUARD SMALL-CAP VALUE ETFetf | $0 | – | -60 | -100.0% | -0.00% | – |
| TAO | Exit | GUGGENHEIM CHINA REAL ESTATEetf | $0 | – | -300 | -100.0% | -0.00% | – |
| TWX | Exit | TIME WARNER INC | $0 | – | -100 | -100.0% | -0.00% | – |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -70 | -100.0% | -0.00% | – |
| DIN | Exit | DINE BRANDS GLOBAL INC | $0 | – | -150 | -100.0% | -0.00% | – |
| BIB | Exit | PROSHARES ULTRA NASD BIOTECHetf | $0 | – | -200 | -100.0% | -0.00% | – |
| Exit | INVENTRUST PROPERTIES CORPreit | $0 | – | -3,808 | -100.0% | -0.00% | – | |
| VNQ | Exit | VANGUARD REAL ESTATE ETFetf | $0 | – | -130 | -100.0% | -0.00% | – |
| XNET | Exit | XUNLEI LTD-ADRadr | $0 | – | -1,000 | -100.0% | -0.00% | – |
| KTOS | Exit | KRATOS DEFENSE & SECURITY | $0 | – | -1,000 | -100.0% | -0.00% | – |
| FOLD | Exit | AMICUS THERAPEUTICS INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
| APTS | Exit | PREFERRED APARTMENT COMMUN-Areit | $0 | – | -1,000 | -100.0% | -0.00% | – |
| Exit | June 18 Calls on LUK UScall | $0 | – | -3,000 | -100.0% | -0.00% | – | |
| NYMTP | Exit | NEW YORK MORTGAGE TRUSTpfd | $0 | – | -850 | -100.0% | -0.01% | – |
| HIX | Exit | WESTERN ASSET HIGH INC FD IIcef | $0 | – | -3,015 | -100.0% | -0.01% | – |
| Exit | October 18 Calls on HA UScall | $0 | – | -50 | -100.0% | -0.01% | – | |
| SHAK | Exit | SHAKE SHACK INC - CLASS A | $0 | – | -500 | -100.0% | -0.01% | – |
| HPQ | Exit | HP INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| PXD | Exit | PIONEER NATURAL RESOURCES CO | $0 | – | -150 | -100.0% | -0.01% | – |
| PNQI | Exit | POWERSHARES NASDAQ INTERNETetf | $0 | – | -200 | -100.0% | -0.01% | – |
| MITTPRB | Exit | AG MORTGAGE INVEST TRpfd | $0 | – | -1,000 | -100.0% | -0.01% | – |
| SWN | Exit | SOUTHWESTERN ENERGY CO | $0 | – | -6,975 | -100.0% | -0.01% | – |
| BTT | Exit | BLACKROCK MUNICIPAL 2030 TARcef | $0 | – | -1,650 | -100.0% | -0.01% | – |
| MCA | Exit | BLACKROCK MUNIYIELD CA QUALIcef | $0 | – | -2,600 | -100.0% | -0.01% | – |
| AZN | Exit | ASTRAZENECA PLC-SPONS ADRadr | $0 | – | -1,043 | -100.0% | -0.01% | – |
| TTE | Exit | TOTAL SA-SPON ADRadr | $0 | – | -660 | -100.0% | -0.01% | – |
| ARWR | Exit | ARROWHEAD PHARMACEUTICALS IN | $0 | – | -5,000 | -100.0% | -0.01% | – |
| NYMT | Exit | NEW YORK MORTGAGE TRUST INCreit | $0 | – | -7,562 | -100.0% | -0.01% | – |
| PJP | Exit | POWERSHARES DYN PHARMACEUTICetf | $0 | – | -840 | -100.0% | -0.01% | – |
| PHO | Exit | POWERSHARES WATER RESOURCESetf | $0 | – | -2,000 | -100.0% | -0.02% | – |
| JBLU | Exit | JETBLUE AIRWAYS CORP | $0 | – | -3,000 | -100.0% | -0.02% | – |
| Exit | May 18 Puts on QQQ USput | $0 | – | -111 | -100.0% | -0.02% | – | |
| VTV | Exit | VANGUARD VALUE ETFetf | $0 | – | -698 | -100.0% | -0.02% | – |
| KKR | Exit | KKR & CO LPlp | $0 | – | -3,800 | -100.0% | -0.02% | – |
| ONVO | Exit | ORGANOVO HOLDINGS INC | $0 | – | -81,000 | -100.0% | -0.02% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -300 | -100.0% | -0.02% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,000 | -100.0% | -0.02% | – |
| ANDV | Exit | ANDEAVOR | $0 | – | -1,245 | -100.0% | -0.03% | – |
| BNJ | Exit | BLACKROCK NJ MUNI INCOME TRScef | $0 | – | -10,509 | -100.0% | -0.04% | – |
| UBOH | Exit | UNITED BANCSHARES INC/OHIO | $0 | – | -9,000 | -100.0% | -0.05% | – |
| DKTCL | Exit | DB CONT CAPITAL TRUST Vpfd | $0 | – | -8,300 | -100.0% | -0.06% | – |
| ABR | Exit | ARBOR REALTY TRUST INCreit | $0 | – | -49,836 | -100.0% | -0.12% | – |
| MINT | Exit | PIMCO ENHANCED SHORT MATURITetf | $0 | – | -12,350 | -100.0% | -0.33% | – |
| VCSH | Exit | VANGUARD S/T CORP BOND ETFetf | $0 | – | -28,821 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 8.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.6% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 5.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.4% |
| PFIZER INCORPORATED | 42 | Q3 2023 | 4.8% |
| GENERAL DYNAMICS CORP | 42 | Q3 2023 | 4.3% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 3.2% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 3.5% |
| BP PLC-SPONS ADR | 42 | Q3 2023 | 4.5% |
| PROCTER & GAMBLE CO/THE | 42 | Q3 2023 | 4.0% |
View Edge Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-14 |
| 13F-HR/A | 2022-01-21 |
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.