$451 Million is the total value of Edge Wealth Management LLC's 604 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 84.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGX | Buy | INVESCO PREFERRED ETFetf | $22,358,000 | +6.6% | 1,526,853 | +5.4% | 4.96% | -4.0% |
| BSCM | New | INVESCO BULLETSHARES 2022 COetf | $18,906,000 | – | 883,685 | +100.0% | 4.19% | – |
| REM | Buy | ISHARES MORTGAGE REAL ESTATEetf | $16,146,000 | +39.5% | 381,793 | +43.2% | 3.58% | +25.6% |
| BP | Buy | BP PLC-SPONS ADRadr | $13,260,000 | -1.1% | 318,183 | +3.8% | 2.94% | -10.9% |
| INTC | Buy | INTEL CORP | $12,956,000 | -5.1% | 270,535 | +6.5% | 2.87% | -14.6% |
| DIS | Buy | WALT DISNEY CO THE | $12,191,000 | +74.4% | 87,384 | +38.9% | 2.70% | +57.1% |
| MRK | Buy | MERCK & CO. INC. | $12,175,000 | +8.6% | 146,382 | +8.7% | 2.70% | -2.2% |
| BSCL | New | INVESCO BULLETSHARES 2021 COetf | $11,591,000 | – | 546,740 | +100.0% | 2.57% | – |
| IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGYetf | $10,771,000 | +91.4% | 99,000 | +96.8% | 2.39% | +72.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $10,662,000 | +16.1% | 58,843 | +8.2% | 2.36% | +4.5% |
| T | Buy | AT&T INC | $9,413,000 | +363.9% | 283,739 | +338.4% | 2.09% | +317.6% |
| NRK | Buy | NUVEEN NY AMT-FR MUNI INC FDcef | $8,494,000 | +9.6% | 647,868 | +6.4% | 1.88% | -1.3% |
| DOCU | Buy | DOCUSIGN INC | $8,478,000 | +188.2% | 170,512 | +201.1% | 1.88% | +159.4% |
| NLYPRF | Buy | ANNALY CAPITAL MGMTpfd | $6,997,000 | +3.3% | 275,485 | +3.3% | 1.55% | -7.0% |
| CVX | Buy | CHEVRON CORP | $6,948,000 | +19.0% | 56,217 | +18.4% | 1.54% | +7.1% |
| BLK | Buy | BLACKROCK INC | $6,766,000 | +10.4% | 14,447 | +0.7% | 1.50% | -0.7% |
| CVS | Buy | CVS HEALTH CORP | $5,152,000 | +4.6% | 94,373 | +3.4% | 1.14% | -5.8% |
| AGNCN | Buy | AGNC INVESTMENT CORPpfd | $4,673,000 | +2.8% | 180,294 | +1.2% | 1.04% | -7.4% |
| SCZC | Buy | SANTA CRUZ COUNTY BANK | $4,257,000 | +0.2% | 88,683 | +2.3% | 0.94% | -9.8% |
| PFF | Buy | ISHARES PREFERRED & INCOME Setf | $4,225,000 | +1.5% | 114,665 | +0.6% | 0.94% | -8.6% |
| GILD | Buy | GILEAD SCIENCES INC | $3,828,000 | +18.1% | 56,696 | +14.1% | 0.85% | +6.3% |
| BAC | Buy | BANK OF AMERICA CORP | $3,747,000 | +12.6% | 128,939 | +6.5% | 0.83% | +1.3% |
| USMV | Buy | ISHARES EDGE MSCI MIN VOL USetf | $2,291,000 | +14.3% | 37,173 | +9.0% | 0.51% | +2.8% |
| NEA | Buy | NUVEEN AMT-FR QU MUNI INC FDcef | $2,059,000 | +6.0% | 148,985 | +2.4% | 0.46% | -4.4% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $2,031,000 | +334.9% | 13,026 | +327.5% | 0.45% | +292.2% |
| PCI | Buy | PIMCO DYNAMIC CREDIT AND MORcef | $1,835,000 | +4.0% | 76,796 | +1.7% | 0.41% | -6.4% |
| AGNC | Buy | AGNC INVESTMENT CORPreit | $1,738,000 | +959.8% | 103,309 | +1038.4% | 0.39% | +865.0% |
| WFC | Buy | WELLS FARGO & CO | $1,739,000 | +40.8% | 36,752 | +43.2% | 0.39% | +27.0% |
| CRM | Buy | SALESFORCE.COM INC | $1,690,000 | +18.8% | 11,226 | +25.0% | 0.38% | +7.1% |
| BA | Buy | BOEING CO THE | $1,682,000 | -4.2% | 4,610 | +0.1% | 0.37% | -13.7% |
| KWEB | Buy | KRANESHARES CSI CHINA INTERNetf | $1,675,000 | +12.1% | 38,193 | +20.3% | 0.37% | +1.1% |
| NRZ | Buy | NEW RESIDENTIAL INVESTMENTreit | $1,646,000 | +16.5% | 106,693 | +28.1% | 0.36% | +4.9% |
| PMTPRA | Buy | PENNYMAC MTGE INVESTMENTpfd | $1,488,000 | +8.0% | 57,862 | +7.1% | 0.33% | -2.9% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOMEetf | $1,301,000 | +3.3% | 25,823 | +3.1% | 0.29% | -6.8% |
| UPS | Buy | UNITED PARCEL SERVICE-CL B | $1,226,000 | -6.6% | 11,886 | +1.2% | 0.27% | -15.8% |
| CIMPRB | New | CHIMERA INVESTMENT CORPpfd | $1,224,000 | – | 47,514 | +100.0% | 0.27% | – |
| XBI | Buy | SPDR S&P BIOTECH ETFetf | $1,215,000 | -3.3% | 13,879 | +0.1% | 0.27% | -12.6% |
| ET | Buy | ENERGY TRANSFER LPmlp | $1,186,000 | +0.8% | 84,336 | +9.7% | 0.26% | -9.3% |
| LADR | Buy | LADDER CAPITAL CORP-REITreit | $1,165,000 | +11.0% | 69,872 | +14.3% | 0.26% | -0.4% |
| GM | Buy | GENERAL MOTORS CO | $1,110,000 | +3.9% | 28,726 | +0.0% | 0.25% | -6.5% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $997,000 | +18.0% | 3,408 | +14.0% | 0.22% | +6.2% |
| IVRPRC | Buy | INVESCO MORTGAGE CAPITALpfd | $866,000 | +774.7% | 33,882 | +747.0% | 0.19% | +700.0% |
| NXJ | Buy | NUVEEN NJ QUAL MUNI INC FDcef | $857,000 | +2.8% | 60,790 | +1.0% | 0.19% | -7.3% |
| OPP | Buy | RIVERNRTH/DOUBLELNE STR OPPcef | $843,000 | +17.7% | 49,324 | +13.0% | 0.19% | +6.2% |
| C | Buy | CITIGROUP INC | $845,000 | +530.6% | 12,094 | +464.1% | 0.19% | +466.7% |
| BABA | Buy | ALIBABA GROUP HOLDING-SP ADRadr | $809,000 | +31.5% | 4,810 | +42.1% | 0.18% | +17.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $542,000 | +150.9% | 9,508 | +159.9% | 0.12% | +126.4% |
| TBT | New | PROSHARES ULTRASHORT 20 Y TRetf | $462,000 | – | 16,000 | +100.0% | 0.10% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $452,000 | +201.3% | 10,007 | +217.7% | 0.10% | +170.3% |
| CSLT | Buy | CASTLIGHT HEALTH INC-B | $448,000 | -3.2% | 138,625 | +14.0% | 0.10% | -13.2% |
| BSJL | New | INVESCO BULLETSHARES 2021 HIetf | $409,000 | – | 16,550 | +100.0% | 0.09% | – |
| JPC | Buy | NUVEEN PREFERRED & INCOME OPcef | $401,000 | +3.9% | 40,816 | +0.8% | 0.09% | -6.3% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INreit | $386,000 | +4725.0% | 42,219 | +5271.4% | 0.09% | +4200.0% |
| SPLV | New | INVESCO S&P 500 LOW VOLATILIetf | $308,000 | – | 5,599 | +100.0% | 0.07% | – |
| UBER | New | UBER TECHNOLOGIES INC | $275,000 | – | 5,930 | +100.0% | 0.06% | – |
| TGTX | New | TG THERAPEUTICS INC | $270,000 | – | 31,420 | +100.0% | 0.06% | – |
| SOJA | New | SOUTHERN COpfd | $266,000 | – | 10,000 | +100.0% | 0.06% | – |
| WYNN | New | WYNN RESORTS LTD | $248,000 | – | 2,000 | +100.0% | 0.06% | – |
| JQC | Buy | NUVEEN CREDIT STRAT INC FDcef | $233,000 | +5.9% | 29,490 | +4.0% | 0.05% | -3.7% |
| EELV | Buy | INVESCO S&P EMERGING MARKETSetf | $233,000 | +7.9% | 9,574 | +6.7% | 0.05% | -1.9% |
| GDX | Buy | VANECK VECTORS GOLD MINERS Eetf | $222,000 | +20.0% | 8,725 | +6.1% | 0.05% | +6.5% |
| HD | Buy | HOME DEPOT INC | $218,000 | +9.5% | 1,045 | +1.0% | 0.05% | -2.0% |
| BSJM | New | INVESCO BULLETSHARES 2022 HIetf | $212,000 | – | 8,650 | +100.0% | 0.05% | – |
| IOVA | Buy | IOVANCE BIOTHERAPEUTICS INC | $207,000 | +209.0% | 8,414 | +20.2% | 0.05% | +170.6% |
| IESC | Buy | IES HOLDINGS INC | $191,000 | +9450.0% | 10,120 | +8333.3% | 0.04% | – |
| FUN | Buy | CEDAR FAIR LPmlp | $187,000 | +648.0% | 3,950 | +731.6% | 0.04% | +583.3% |
| SNAP | Buy | SNAP INC - A | $179,000 | +539.3% | 12,500 | +399.8% | 0.04% | +471.4% |
| JPUS | New | JPMORGAN DIV RET US EQ ETFetf | $182,000 | – | 2,430 | +100.0% | 0.04% | – |
| SLB | Buy | SCHLUMBERGER LTD | $178,000 | +3.5% | 4,501 | +14.3% | 0.04% | -7.1% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKEetf | $170,000 | +1.8% | 4,010 | +1.9% | 0.04% | -7.3% |
| BSJK | New | INVESCO BULLETSHARES 2020 HIetf | $147,000 | – | 6,115 | +100.0% | 0.03% | – |
| BX | New | BLACKSTONE GROUP INC/THE-A | $139,000 | – | 3,100 | +100.0% | 0.03% | – |
| GOOS | New | CANADA GOOSE HOLDINGS INC | $133,000 | – | 3,455 | +100.0% | 0.03% | – |
| NVTRQ | Buy | NUVECTRA CORP | $133,000 | -43.4% | 40,140 | +89.9% | 0.03% | -48.3% |
| DAL | Buy | DELTA AIR LINES INC | $130,000 | +145.3% | 2,285 | +122.9% | 0.03% | +123.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $132,000 | +26.9% | 410 | +6.8% | 0.03% | +11.5% |
| EVER | New | EVERQUOTE INC - CLASS A | $129,000 | – | 10,000 | +100.0% | 0.03% | – |
| ALLPRECL | Buy | ALLSTATE CORPpfd | $115,000 | +202.6% | 4,500 | +200.0% | 0.03% | +188.9% |
| FNMAS | Buy | FANNIE MAEpfd | $114,000 | +165.1% | 9,217 | +118.6% | 0.02% | +127.3% |
| New | RIO TINTO LTD | $106,000 | – | 1,419 | +100.0% | 0.02% | – | |
| JPMPRC | New | JPMORGAN CHASE & COpfd | $109,000 | – | 4,000 | +100.0% | 0.02% | – |
| UAL | Buy | UNITED AIRLINES HOLDINGS INC | $108,000 | +2600.0% | 1,235 | +2145.5% | 0.02% | +2300.0% |
| MOS | New | MOSAIC CO THE | $94,000 | – | 3,798 | +100.0% | 0.02% | – |
| BSCK | New | INVESCO BULLETSHARES 2020 COetf | $87,000 | – | 4,100 | +100.0% | 0.02% | – |
| LGHT | New | LIGHTHOUSE BANK SANTA CRUZ | $85,000 | – | 3,432 | +100.0% | 0.02% | – |
| RWJ | New | INVESCO S&P SMALLCAP 600etf | $83,000 | – | 1,305 | +100.0% | 0.02% | – |
| RDFN | Buy | REDFIN CORP | $76,000 | +68.9% | 4,200 | +90.9% | 0.02% | +54.5% |
| BGCP | Buy | BGC PARTNERS INC-CL A | $76,000 | +181.5% | 14,505 | +190.1% | 0.02% | +142.9% |
| DGNOF | New | DIAGNOS INC | $71,000 | – | 300,000 | +100.0% | 0.02% | – |
| ARKG | Buy | ARK GENOMIC REVOLUTION ETFetf | $72,000 | +7.5% | 2,075 | +1.2% | 0.02% | -5.9% |
| FMCKJ | New | FREDDIE MACpfd | $66,000 | – | 5,300 | +100.0% | 0.02% | – |
| NMRK | Buy | NEWMARK GROUP INC-CLASS A | $61,000 | +221.1% | 6,727 | +190.1% | 0.01% | +180.0% |
| Buy | GRAYSCALE BITCOIN TRUST BTCopen-end fund | $65,000 | +6400.0% | 4,300 | +1333.3% | 0.01% | – | |
| DUK | Buy | DUKE ENERGY CORP | $60,000 | 0.0% | 675 | +0.4% | 0.01% | -13.3% |
| DTIL | New | PRECISION BIOSCIENCES INC | $53,000 | – | 4,000 | +100.0% | 0.01% | – |
| HP | Buy | HELMERICH & PAYNE | $50,000 | +194.1% | 1,000 | +233.3% | 0.01% | +175.0% |
| ACWV | Buy | ISHARES EDGE MSCI MIN VOL GLetf | $47,000 | +56.7% | 510 | +50.0% | 0.01% | +42.9% |
| AXP | Buy | AMERICAN EXPRESS CO | $46,000 | +170.6% | 370 | +140.3% | 0.01% | +150.0% |
| MJ | Buy | ETFMG ALTERNATIVE HARVESTetf | $46,000 | +27.8% | 1,449 | +44.9% | 0.01% | +11.1% |
| EQ | New | EQUILLIUM INC | $40,000 | – | 7,072 | +100.0% | 0.01% | – |
| XLK | Buy | TECHNOLOGY SELECT SECT SPDRetf | $35,000 | +6.1% | 448 | +0.4% | 0.01% | 0.0% |
| WORK | New | SLACK TECHNOLOGIES INC- CL A | $37,000 | – | 1,000 | +100.0% | 0.01% | – |
| JWN | Buy | NORDSTROM INC | $32,000 | +45.5% | 1,000 | +100.0% | 0.01% | +40.0% |
| DOMO | New | DOMO INC - CLASS B | $33,000 | – | 1,200 | +100.0% | 0.01% | – |
| EGIF | Buy | EAGLE GROWTH & INCOME OPPORTcef | $31,000 | 0.0% | 2,021 | +0.8% | 0.01% | -12.5% |
| CQQQ | Buy | INVESCO CHINA TECHNOLOGY ETFetf | $33,000 | +65.0% | 730 | +78.0% | 0.01% | +40.0% |
| EOLS | New | EVOLUS INC | $29,000 | – | 2,000 | +100.0% | 0.01% | – |
| CUZ | New | COUSINS PROPERTIES INCreit | $26,000 | – | 709 | +100.0% | 0.01% | – |
| NEM | New | NEWMONT GOLDCORP CORP | $27,000 | – | 706 | +100.0% | 0.01% | – |
| New | July 19 Puts on QQQ USput | $23,000 | – | 640 | +100.0% | 0.01% | – | |
| BTSC | New | BITCOIN SERVICES INC | $21,000 | – | 400,000 | +100.0% | 0.01% | – |
| MDLZ | New | MONDELEZ INTERNATIONAL INC-A | $16,000 | – | 300 | +100.0% | 0.00% | – |
| NVTA | Buy | INVITAE CORP | $18,000 | +50.0% | 750 | +50.0% | 0.00% | +33.3% |
| ABBV | New | ABBVIE INC | $20,000 | – | 278 | +100.0% | 0.00% | – |
| New | September 19 Calls on T UScall | $16,000 | – | 500 | +100.0% | 0.00% | – | |
| DD | New | DUPONT DE NEMOURS INC | $20,000 | – | 267 | +100.0% | 0.00% | – |
| PLAN | Buy | ANAPLAN INC | $20,000 | +150.0% | 400 | +100.0% | 0.00% | +100.0% |
| PSX | Buy | PHILLIPS 66 | $17,000 | 0.0% | 179 | +0.6% | 0.00% | 0.0% |
| MRKR | New | MARKER THERAPEUTICS INC | $15,000 | – | 2,000 | +100.0% | 0.00% | – |
| AMD | Buy | ADVANCED MICRO DEVICES | $14,000 | +133.3% | 472 | +85.1% | 0.00% | +200.0% |
| New | January 20 Calls on AMZN UScall | $14,000 | – | 28 | +100.0% | 0.00% | – | |
| ANET | Buy | ARISTA NETWORKS INC | $14,000 | +75.0% | 55 | +120.0% | 0.00% | +50.0% |
| DOW | New | DOW INC | $13,000 | – | 267 | +100.0% | 0.00% | – |
| New | GOLDMAN SACHS INTERNATIOdomestic | $13,000 | – | 1,200 | +100.0% | 0.00% | – | |
| MRMD | Buy | MARIMED INC | $14,000 | -17.6% | 7,000 | +40.0% | 0.00% | -25.0% |
| COOP | New | MR COOPER GROUP INC | $12,000 | – | 1,500 | +100.0% | 0.00% | – |
| New | August 19 Calls on UBS UScall | $8,000 | – | 500 | +100.0% | 0.00% | – | |
| New | June 19 Calls on BAC UScall | $10,000 | – | 200 | +100.0% | 0.00% | – | |
| New | July 19 Calls on SNAP UScall | $8,000 | – | 200 | +100.0% | 0.00% | – | |
| FAST | Buy | FASTENAL CO | $9,000 | 0.0% | 280 | +100.0% | 0.00% | 0.0% |
| BWAY | New | BRAINSWAY LTD-ADRadr | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $8,000 | – | 267 | +100.0% | 0.00% | – |
| PVTL | New | PIVOTAL SOFTWARE INC - CL A | $11,000 | – | 1,000 | +100.0% | 0.00% | – |
| NRZPRA | New | NEW RESIDENTIAL INV CORPpfd | $8,000 | – | 300 | +100.0% | 0.00% | – |
| FBIO | New | FORTRESS BIOTECH INC | $9,000 | – | 6,000 | +100.0% | 0.00% | – |
| IRBT | New | IROBOT CORP | $9,000 | – | 100 | +100.0% | 0.00% | – |
| PCGPRA | New | PACIFIC GAS&ELECpfd | $6,000 | – | 225 | +100.0% | 0.00% | – |
| Buy | July 19 Calls on CARS UScall | $4,000 | +100.0% | 50 | +66.7% | 0.00% | – | |
| SACH | New | SACHEM CAPITAL CORPreit | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
| WB | New | WEIBO CORP-SPON ADRadr | $4,000 | – | 100 | +100.0% | 0.00% | – |
| New | July 19 Calls on AVLR UScall | $4,000 | – | 20 | +100.0% | 0.00% | – | |
| SDOW | New | PROSHARES ULTPRO SHRT DOW30etf | $6,000 | – | 121 | +100.0% | 0.00% | – |
| New | July 19 Calls on MS UScall | $3,000 | – | 2,000 | +100.0% | 0.00% | – | |
| DARE | New | DARE BIOSCIENCE INC | $3,000 | – | 3,000 | +100.0% | 0.00% | – |
| NTDOY | Buy | NINTENDO CO LTD-UNSPONS ADRadr | $6,000 | +50.0% | 125 | +25.0% | 0.00% | 0.0% |
| New | July 19 Calls on TELL UScall | $5,000 | – | 500 | +100.0% | 0.00% | – | |
| LX | Buy | LEXINFINTECH HOLDINGS L-ADRadr | $6,000 | +20.0% | 570 | +14.0% | 0.00% | 0.0% |
| New | July 19 Calls on TRVG UScall | $3,000 | – | 1,000 | +100.0% | 0.00% | – | |
| New | July 19 Calls on CLF UScall | $6,000 | – | 400 | +100.0% | 0.00% | – | |
| NVAX | New | NOVAVAX INC | $2,000 | – | 285 | +100.0% | 0.00% | – |
| New | June 19 Calls on SDS UScall | $2,000 | – | 1,000 | +100.0% | 0.00% | – | |
| MTLQU | New | MOTORS LIQUIDATION CO GUC TRunit | $1,000 | – | 40 | +100.0% | 0.00% | – |
| New | June 19 Calls on GLD UScall | $1,000 | – | 200 | +100.0% | 0.00% | – | |
| New | June 19 Calls on GE UScall | $1,000 | – | 2,000 | +100.0% | 0.00% | – | |
| CRBP | New | CORBUS PHARMACEUTICALS HOLDI | $1,000 | – | 150 | +100.0% | 0.00% | – |
| Buy | June 19 Calls on TWTR UScall | $1,000 | – | 431 | +331.0% | 0.00% | – | |
| VTWG | New | VANGUARD RUSSELL 2000 GROWTHetf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| BDJ | New | BLACKROCK ENHANCED EQUITY DIcef | $1,000 | – | 60 | +100.0% | 0.00% | – |
| New | November 19 Puts on BYND USput | $1,000 | – | 2 | +100.0% | 0.00% | – | |
| BXEFF | New | BELLATRIX EXPLORATION LTD | $1,000 | – | 116 | +100.0% | 0.00% | – |
| New | June 19 Calls on WFC UScall | $2,000 | – | 100 | +100.0% | 0.00% | – | |
| OSS | New | ONE STOP SYSTEMS INC | $2,000 | – | 1,500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-15
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.