Edge Wealth Management LLC
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
80
- Value ($000)
$494,037
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001567163
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $46.55M | 9 % | 185,897 | ||
PFF ISHARES TR | PFD AND INCM SEC | 464288687 | $41.04M | 8 % | 1,305,247 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $34.75M | 7 % | 183,595 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $34.34M | 7 % | 81,469 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $28.41M | 6 % | 346,597 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $25.79M | 5 % | 116,709 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $21.43M | 4 % | 89,382 | ||
WMT WALMART INC | COM | 931142103 | $19.68M | 4 % | 217,771 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $18.66M | 4 % | 41,158 | ||
WM WASTE MGMT INC DEL | COM | 94106L109 | $15.54M | 3 % | 76,987 |
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