$440 Million is the total value of Edge Wealth Management LLC's 385 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADPT | ADAPTIVE BIOTECHNOLOGIES | $5,303,000 | +21.2% | 90,000 | 0.0% | 1.20% | +19.6% | |
| BACPRK | BANK OF AMERICA CORPpfd | $1,901,000 | +1.0% | 68,930 | 0.0% | 0.43% | -0.2% | |
| AGNC | AGNC INVESTMENT CORPreit | $1,069,000 | +12.4% | 68,390 | 0.0% | 0.24% | +11.0% | |
| UNP | UNION PACIFIC CORP | $546,000 | +5.4% | 2,630 | 0.0% | 0.12% | +4.2% | |
| BACPRN | BANK OF AMERICA CORPpfd | $500,000 | +4.4% | 18,250 | 0.0% | 0.11% | +3.6% | |
| JPMPRC | JPMORGAN CHASE & COpfd | $429,000 | +4.1% | 15,000 | 0.0% | 0.10% | +2.1% | |
| VNQ | VANGUARD REAL ESTATE ETFetf | $424,000 | +7.3% | 5,000 | 0.0% | 0.10% | +5.5% | |
| NYCB | NEW YORK COMMUNITY BANCORP | $397,000 | +28.1% | 37,516 | 0.0% | 0.09% | +26.8% | |
| LYG | LLOYDS BANKING GROUP PLC-ADRadr | $391,000 | +50.4% | 200,000 | 0.0% | 0.09% | +48.3% | |
| PMT | PENNYMAC MORTGAGE INVESTMENTreit | $354,000 | +10.3% | 20,000 | 0.0% | 0.08% | +8.1% | |
| FTCH | FARFETCH LTD-CLASS A | $318,000 | +152.4% | 5,000 | 0.0% | 0.07% | +148.3% | |
| ABR | ARBOR REALTY TRUST INCreit | $284,000 | +24.0% | 20,000 | 0.0% | 0.06% | +22.6% | |
| JPMPRG | JPMORGAN CHASE & COpfd | $283,000 | +1.4% | 11,000 | 0.0% | 0.06% | 0.0% | |
| GDX | VANECK GOLD MINERSetf | $229,000 | -7.7% | 6,345 | 0.0% | 0.05% | -8.8% | |
| WFCPRZ | WELLS FARGO & COMPANYpfd | $211,000 | +5.0% | 8,000 | 0.0% | 0.05% | +4.3% | |
| LMPX | LMP AUTOMOTIVE HOLDINGS INC | $171,000 | -10.0% | 7,000 | 0.0% | 0.04% | -11.4% | |
| ITO EN LTD | $171,000 | -11.9% | 2,700 | 0.0% | 0.04% | -13.3% | ||
| LXU | LSB INDUSTRIES INC | $163,000 | +101.2% | 50,000 | 0.0% | 0.04% | +94.7% | |
| CRL | CHARLES RIVER LABORATORIES | $150,000 | +10.3% | 600 | 0.0% | 0.03% | +9.7% | |
| PAAS | PAN AMERICAN SILVER CORP | $139,000 | +7.8% | 4,000 | 0.0% | 0.03% | +6.7% | |
| ACN | ACCENTURE PLC-CL A | $141,000 | +15.6% | 540 | 0.0% | 0.03% | +14.3% | |
| EAD | WELLS FARGO INCOME OPPORTUNIcef | $138,000 | +11.3% | 17,000 | 0.0% | 0.03% | +6.9% | |
| SFIX | STITCH FIX INC-CLASS A | $118,000 | +118.5% | 2,000 | 0.0% | 0.03% | +125.0% | |
| BIDU | BAIDU INC - SPON ADRadr | $120,000 | +71.4% | 555 | 0.0% | 0.03% | +68.8% | |
| CGAU | CENTERRA GOLD INC | $119,000 | 0.0% | 10,200 | 0.0% | 0.03% | 0.0% | |
| RVNC | REVANCE THERAPEUTICS INC | $120,000 | +14.3% | 4,175 | 0.0% | 0.03% | +12.5% | |
| CMI | CUMMINS INC | $113,000 | +6.6% | 500 | 0.0% | 0.03% | +8.3% | |
| VIG | VANGUARD DIVIDEND APPREC ETFetf | $113,000 | +9.7% | 802 | 0.0% | 0.03% | +8.3% | |
| ECL | ECOLAB INC | $108,000 | +8.0% | 500 | 0.0% | 0.02% | +8.7% | |
| ROK | ROCKWELL AUTOMATION INC | $112,000 | +13.1% | 450 | 0.0% | 0.02% | +8.7% | |
| FUN | CEDAR FAIR LPmlp | $112,000 | +40.0% | 2,844 | 0.0% | 0.02% | +38.9% | |
| DUKH | DUKE ENERGY CORPpfd | $107,000 | +4.9% | 4,000 | 0.0% | 0.02% | +4.3% | |
| ETW | EATON VANCE TAX MAN GLBL BRcef | $106,000 | +12.8% | 11,000 | 0.0% | 0.02% | +9.1% | |
| NLR | VANECK URANIUM NUCLR ENERGYetf | $100,000 | +9.9% | 2,031 | 0.0% | 0.02% | +9.5% | |
| PHO | INVESCO WATER RESOURCES ETFetf | $93,000 | +17.7% | 2,000 | 0.0% | 0.02% | +16.7% | |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $91,000 | +8.3% | 370 | 0.0% | 0.02% | +10.5% | |
| STL | STERLING BANCORP/DE | $94,000 | +70.9% | 5,213 | 0.0% | 0.02% | +61.5% | |
| ABBV | ABBVIE INC | $94,000 | +22.1% | 883 | 0.0% | 0.02% | +16.7% | |
| ADDYY | ADIDAS AG-SPONSORED ADRadr | $91,000 | +11.0% | 500 | 0.0% | 0.02% | +10.5% | |
| RVLV | REVOLVE GROUP INC | $93,000 | +89.8% | 3,000 | 0.0% | 0.02% | +90.9% | |
| XLK | TECHNOLOGY SELECT SECT SPDRetf | $88,000 | +11.4% | 677 | 0.0% | 0.02% | +11.1% | |
| PCI | PIMCO DYNAMIC CREDIT AND MORcef | $79,000 | +5.3% | 3,755 | 0.0% | 0.02% | +5.9% | |
| BGCP | BGC PARTNERS INC-CL A | $73,000 | +65.9% | 18,150 | 0.0% | 0.02% | +70.0% | |
| A | AGILENT TECHNOLOGIES INC | $75,000 | +17.2% | 635 | 0.0% | 0.02% | +13.3% | |
| KKR | KKR & CO INC | $77,000 | +18.5% | 1,900 | 0.0% | 0.02% | +13.3% | |
| HD | HOME DEPOT INC | $68,000 | -4.2% | 256 | 0.0% | 0.02% | -6.2% | |
| NEA | NUVEEN AMT-FR QU MUNI INC FDcef | $68,000 | +4.6% | 4,500 | 0.0% | 0.02% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLC-SPON ADRadr | $62,000 | -3.1% | 1,700 | 0.0% | 0.01% | -6.7% | |
| CVE | CENOVUS ENERGY INC | $62,000 | +59.0% | 10,000 | 0.0% | 0.01% | +55.6% | |
| VYM | VANGUARD HIGH DVD YIELD ETFetf | $58,000 | +13.7% | 630 | 0.0% | 0.01% | +8.3% | |
| ALL | ALLSTATE CORP | $58,000 | +18.4% | 525 | 0.0% | 0.01% | +18.2% | |
| SQ | SQUARE INC - A | $54,000 | +31.7% | 250 | 0.0% | 0.01% | +33.3% | |
| MMM | 3M CO | $51,000 | +10.9% | 290 | 0.0% | 0.01% | +9.1% | |
| CRON | CRONOS GROUP INC | $52,000 | +36.8% | 7,500 | 0.0% | 0.01% | +33.3% | |
| VGT | VANGUARD INFO TECH ETFetf | $48,000 | +14.3% | 135 | 0.0% | 0.01% | +10.0% | |
| TWOPRE | TWO HARBORS INV CORPpfd | $48,000 | +11.6% | 2,000 | 0.0% | 0.01% | +10.0% | |
| NMRK | NEWMARK GROUP INC-CLASS A | $49,000 | +69.0% | 6,727 | 0.0% | 0.01% | +57.1% | |
| IBM | INTL BUSINESS MACHINES CORP | $50,000 | +2.0% | 400 | 0.0% | 0.01% | 0.0% | |
| BRIDGESTONE CORP | $49,000 | +2.1% | 1,500 | 0.0% | 0.01% | 0.0% | ||
| EBS | EMERGENT BIOSOLUTIONS INC | $45,000 | -13.5% | 500 | 0.0% | 0.01% | -16.7% | |
| CMCSA | COMCAST CORP-CLASS A | $45,000 | +12.5% | 855 | 0.0% | 0.01% | +11.1% | |
| DHT | DHT HOLDINGS INC | $46,000 | +2.2% | 8,800 | 0.0% | 0.01% | 0.0% | |
| IWB | ISHARES RUSSELL 1000 ETFetf | $42,000 | +13.5% | 200 | 0.0% | 0.01% | +11.1% | |
| TJX | TJX COMPANIES INC | $45,000 | +25.0% | 650 | 0.0% | 0.01% | +25.0% | |
| MMP | MAGELLAN MIDSTREAM PARTNERSmlp | $42,000 | +23.5% | 1,000 | 0.0% | 0.01% | +25.0% | |
| SDC | SMILEDIRECTCLUB INC | $38,000 | 0.0% | 3,215 | 0.0% | 0.01% | 0.0% | |
| IWF | ISHARES RUSSELL 1000 GROWTHetf | $36,000 | +9.1% | 150 | 0.0% | 0.01% | 0.0% | |
| BK | BANK OF NEW YORK MELLON CORP | $35,000 | +25.0% | 826 | 0.0% | 0.01% | +33.3% | |
| VFH | VANGUARD FINANCIALS ETFetf | $34,000 | +25.9% | 465 | 0.0% | 0.01% | +33.3% | |
| BTG | B2GOLD CORP | $34,000 | -12.8% | 6,000 | 0.0% | 0.01% | -11.1% | |
| AUY | YAMANA GOLD INC | $29,000 | +3.6% | 5,000 | 0.0% | 0.01% | +16.7% | |
| EPI | WISDOMTREE INDIA EARNINGSetf | $29,000 | +20.8% | 1,000 | 0.0% | 0.01% | +16.7% | |
| EWU | ISHARES MSCI UNITED KINGDOMetf | $29,000 | +16.0% | 1,000 | 0.0% | 0.01% | +16.7% | |
| VNO | VORNADO REALTY TRUSTreit | $30,000 | +11.1% | 796 | 0.0% | 0.01% | +16.7% | |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIetf | $33,000 | +17.9% | 1,000 | 0.0% | 0.01% | +16.7% | |
| VHT | VANGUARD HEALTH CARE ETFetf | $33,000 | +10.0% | 146 | 0.0% | 0.01% | 0.0% | |
| PDI | PIMCO DYNAMIC INCOME FUNDcef | $29,000 | +3.6% | 1,085 | 0.0% | 0.01% | +16.7% | |
| ARMK | ARAMARK | $33,000 | +50.0% | 850 | 0.0% | 0.01% | +40.0% | |
| IUSV | ISHARES CORE S&P U.S. VALUEetf | $25,000 | +13.6% | 400 | 0.0% | 0.01% | +20.0% | |
| SLGPRI | SL GREEN REALTY CORPpfd | $25,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| LXRP | LEXARIA BIOSCIENCE CORP | $26,000 | -3.7% | 100,000 | 0.0% | 0.01% | 0.0% | |
| TFC | TRUIST FINANCIAL CORP | $27,000 | +28.6% | 560 | 0.0% | 0.01% | +20.0% | |
| ARNGF | ARGONAUT GOLD INC | $22,000 | +10.0% | 10,000 | 0.0% | 0.01% | 0.0% | |
| CUZ | COUSINS PROPERTIES INCreit | $24,000 | +20.0% | 709 | 0.0% | 0.01% | 0.0% | |
| SAND | SANDSTORM GOLD LTD | $22,000 | -12.0% | 3,000 | 0.0% | 0.01% | -16.7% | |
| DIA | SPDR DJIA TRUSTetf | $24,000 | +9.1% | 80 | 0.0% | 0.01% | 0.0% | |
| EWS | ISHARES MSCI SINGAPORE ETFetf | $23,000 | +15.0% | 1,050 | 0.0% | 0.01% | 0.0% | |
| BCX | BLACKROCK RESOURCES & COMMODcef | $23,000 | +27.8% | 3,000 | 0.0% | 0.01% | +25.0% | |
| SLG | SL GREEN REALTY CORPpfd | $24,000 | +26.3% | 403 | 0.0% | 0.01% | +25.0% | |
| AIG | AMERICAN INTERNATIONAL GROUP | $20,000 | +42.9% | 525 | 0.0% | 0.01% | +66.7% | |
| VEU | VANGUARD FTSE ALL-WORLD EX-Uetf | $23,000 | +15.0% | 400 | 0.0% | 0.01% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $22,000 | +22.2% | 440 | 0.0% | 0.01% | +25.0% | |
| FBIO | FORTRESS BIOTECH INC | $19,000 | -20.8% | 6,000 | 0.0% | 0.00% | -33.3% | |
| APO | APOLLO GLOBAL MANAGEMENT INC | $17,000 | +13.3% | 336 | 0.0% | 0.00% | +33.3% | |
| CODI | COMPASS DIVERSIFIED HOLDINGSmlp | $16,000 | +6.7% | 800 | 0.0% | 0.00% | +33.3% | |
| COST | COSTCO WHOLESALE CORP | $18,000 | +5.9% | 47 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $19,000 | +26.7% | 267 | 0.0% | 0.00% | +33.3% | |
| FWONA | LIBERTY MEDIA CORP-LIBERTY-A | $19,000 | +11.8% | 500 | 0.0% | 0.00% | 0.0% | |
| MRMD | MARIMED INC | $16,000 | +166.7% | 37,000 | 0.0% | 0.00% | +300.0% | |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | $17,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| MOS | MOSAIC CO/THE | $17,000 | +21.4% | 750 | 0.0% | 0.00% | +33.3% | |
| PANW | PALO ALTO NETWORKS INC | $18,000 | +50.0% | 50 | 0.0% | 0.00% | +33.3% | |
| SO | SOUTHERN CO/THE | $18,000 | +12.5% | 290 | 0.0% | 0.00% | 0.0% | |
| PK | PARK HOTELS & RESORTS INCreit | $14,000 | +75.0% | 820 | 0.0% | 0.00% | +50.0% | |
| BOE | BLACKROCK ENHANCED GLOBAL DIcef | $13,000 | +8.3% | 1,234 | 0.0% | 0.00% | 0.0% | |
| EURN | EURONAV NV | $12,000 | -7.7% | 1,500 | 0.0% | 0.00% | 0.0% | |
| SWBI | SMITH & WESSON BRANDS INC | $14,000 | +16.7% | 800 | 0.0% | 0.00% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $14,000 | +7.7% | 30 | 0.0% | 0.00% | 0.0% | |
| NVCR | NOVOCURE LTD | $14,000 | +55.6% | 80 | 0.0% | 0.00% | +50.0% | |
| DOW | DOW INC | $15,000 | +15.4% | 267 | 0.0% | 0.00% | 0.0% | |
| OTTR | OTTER TAIL CORP | $14,000 | +16.7% | 319 | 0.0% | 0.00% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $14,000 | +7.7% | 41 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO/THE | $15,000 | +7.1% | 100 | 0.0% | 0.00% | 0.0% | |
| IVE | ISHARES S&P 500 VALUE ETFetf | $13,000 | +18.2% | 100 | 0.0% | 0.00% | 0.0% | |
| FRO | FRONTLINE LTD | $9,000 | -10.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| JBGS | JBG SMITH PROPERTIESreit | $7,000 | +16.7% | 233 | 0.0% | 0.00% | +100.0% | |
| MOAT | VANECK MORNINGSTAR WIDE MOATetf | $9,000 | +12.5% | 140 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLINES HOLDINGS INC | $8,000 | +33.3% | 180 | 0.0% | 0.00% | +100.0% | |
| NOK | NOKIA CORP-SPON ADRadr | $8,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| VOO | VANGUARD S&P 500 ETFetf | $7,000 | +16.7% | 20 | 0.0% | 0.00% | +100.0% | |
| CTVA | CORTEVA INC | $10,000 | +25.0% | 267 | 0.0% | 0.00% | 0.0% | |
| LNG | CHENIERE ENERGY INC | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +100.0% | |
| VUG | VANGUARD GROWTH ETFetf | $8,000 | +14.3% | 30 | 0.0% | 0.00% | 0.0% | |
| SKY | SKYLINE CHAMPION CORP | $7,000 | +16.7% | 220 | 0.0% | 0.00% | +100.0% | |
| MET | METLIFE INC | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AG | $3,000 | +50.0% | 20 | 0.0% | 0.00% | – | |
| HTZGQ | HERTZ GLOBAL HOLDINGS INC | $3,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK INNOVATION ETFetf | $3,000 | +50.0% | 22 | 0.0% | 0.00% | – | |
| PATK | PATRICK INDUSTRIES INC | $3,000 | +50.0% | 40 | 0.0% | 0.00% | – | |
| SPH | SUBURBAN PROPANE PARTNERS LPmlp | $3,000 | -25.0% | 216 | 0.0% | 0.00% | 0.0% | |
| UE | URBAN EDGE PROPERTIESreit | $3,000 | +50.0% | 233 | 0.0% | 0.00% | – | |
| FMCCG | FREDDIE MACpfd | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| DARE | DARE BIOSCIENCE INC | $4,000 | +33.3% | 3,000 | 0.0% | 0.00% | 0.0% | |
| VTV | VANGUARD VALUE ETFetf | $6,000 | +20.0% | 52 | 0.0% | 0.00% | 0.0% | |
| MUB | ISHARES NATIONAL MUNI BOND Eetf | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $5,000 | +66.7% | 200 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTIC-SP ADRadr | $6,000 | 0.0% | 327 | 0.0% | 0.00% | 0.0% | |
| BKD | BROOKDALE SENIOR LIVING INC | $4,000 | +33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| OSS | ONE STOP SYSTEMS INC | $4,000 | +100.0% | 1,000 | 0.0% | 0.00% | – | |
| AVEO | AVEO PHARMACEUTICALS INC | $6,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| XYL | XYLEM INC | $4,000 | +33.3% | 41 | 0.0% | 0.00% | 0.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ORTX | ORCHARD THERAPEUTICS PLCadr | $1,000 | 0.0% | 220 | 0.0% | 0.00% | – | |
| RKT | ROCKET COS INC-CLASS A | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| NG | NOVAGOLD RESOURCES INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP | $2,000 | -33.3% | 150 | 0.0% | 0.00% | -100.0% | |
| NEOMEDIA TECHNOLOGIES INC | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | ||
| MTLQU | MOTORS LIQUIDATION CO GUC TRunit | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| XES | SPDR OIL & GAS EQUIP & SERVetf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| SCHW | SCHWAB (CHARLES) CORP | $2,000 | +100.0% | 35 | 0.0% | 0.00% | – | |
| SOS | SOS LTDadr | $1,000 | -50.0% | 1,000 | 0.0% | 0.00% | – | |
| REM | ISHARES MORTGAGE REAL ESTATEetf | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| SPOWF | STRATA POWER CORP | $1,000 | 0.0% | 1,340 | 0.0% | 0.00% | – | |
| SLJB | SULJA BROS BUILDING SUPPLIES | $1,000 | 0.0% | 50,000 | 0.0% | 0.00% | – | |
| SPRWF | SUPREME CANNABIS CO INC/THE | $1,000 | 0.0% | 2,500 | 0.0% | 0.00% | – | |
| TRTC | TERRA TECH CORP | $1,000 | 0.0% | 667 | 0.0% | 0.00% | – | |
| THO | THOR INDUSTRIES INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| HBAN | HUNTINGTON BANCSHARES INC | $2,000 | 0.0% | 175 | 0.0% | 0.00% | – | |
| TRV | TRAVELERS COS INC/THE | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| HMNY | HELIOS AND MATHESON ANALYTIC | $1,000 | 0.0% | 25,000 | 0.0% | 0.00% | – | |
| UFPI | UFP INDUSTRIES INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INC-CLASS A | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| MITT | AG MORTGAGE INVESTMENT TRUSTreit | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| VTWG | VANGUARD RUSSELL 2000 GROWTHetf | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
| VMC | VULCAN MATERIALS CO | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $1,000 | 0.0% | 131 | 0.0% | 0.00% | – | |
| AMLM | AMERICAN LITHIUM MINERALS IN | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| AA | ALCOA CORP | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| PRQR | PROQR THERAPEUTICS NV | $1,000 | 0.0% | 199 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
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.