Edge Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationnew york, NY
- CIK0001567163
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
80 | $494.04M | AAPL, PFF, GOOGL, MSFT | 13F-HR | Jan 14, 2025 | 000108514625000220 | ||
80 | $498.14M | AAPL, PFF, MSFT, GOOGL | 13F-HR | Oct 15, 2024 | 000108514624004911 | ||
78 | $474.88M | PFF, AAPL, MSFT, GOOGL | 13F-HR | Jul 12, 2024 | 000108514624002945 | ||
79 | $475.88M | PFF, MSFT, AAPL, SHY | 13F-HR | Apr 16, 2024 | 000108514624001819 | ||
79 | $457.27M | PFF, AAPL, MSFT, SHY | 13F-HR | Jan 11, 2024 | 000108514624000206 | ||
79 | $427.89M | PFF, AAPL, SHY, MSFT | 13F-HR | Oct 13, 2023 | 000108514623003709 | ||
77 | $458.16M | PFF, AAPL, SHY, MSFT | 13F-HR | Jul 14, 2023 | 000108514623002678 | ||
74 | $436.15M | SHY, PFF, AAPL, MSFT | 13F-HR | Apr 18, 2023 | 000108514623001725 | ||
86 | $430.05M | PFF, SHY, AAPL, IWM | 13F-HR | Jan 25, 2023 | 000108514623000355 | ||
83 | $452.25M | PFF, SHY, AAPL, IWM | 13F-HR | Oct 19, 2022 | 000108514622003500 | ||
89 | $462.46M | PFF, SHY, AAPL, MSFT | 13F-HR | Jul 22, 2022 | 000108514622002500 | ||
91 | $507.57M | PFF, AAPL, GOOGL, MSFT | 13F-HR | Apr 14, 2022 | 000108514622001419 | ||
520 | $546.62M | PFF, AAPL, MSFT, GOOGL | RESTATEMENT | Jan 21, 2022 | 000156716322000002 | ||
536 | $512.86M | PFF, AAPL, GOOGL, MSFT | 13F-HR | Oct 13, 2021 | 000156716321000004 | ||
441 | $491.43M | PFF, AAPL, GOOGL, MSFT | 13F-HR | Jul 23, 2021 | 000156716321000003 | ||
437 | $470.53M | PFF, AAPL, IWM, GOOGL | 13F-HR | Apr 9, 2021 | 000156716321000002 | ||
385 | $440.29M | PFF, AAPL, MSFT, IWM | 13F-HR | Jan 19, 2021 | 000156716321000001 | ||
442 | $434.48M | PFF, AAPL, MSFT, GOOGL | 13F-HR | Oct 21, 2020 | 000156716320000004 | ||
681 | $527.38M | PFF, AAPL, MSFT, BSCM | 13F-HR | Aug 3, 2020 | 000156716320000003 | ||
633 | $460.65M | PFF, MSFT, AAPL, BSCM | 13F-HR | Apr 20, 2020 | 000156716320000002 | ||
613 | $500.05M | AAPL, PGX, MSFT, GOOGL | 13F-HR | Jan 29, 2020 | 000156716320000001 | ||
612 | $434.35M | PGX, AAPL, MSFT, BSCM | 13F-HR | Oct 21, 2019 | 000156716319000004 | ||
604 | $450.76M | PGX, MSFT, BSCM, AAPL | 13F-HR | Jul 15, 2019 | 000156716319000003 | ||
599 | $405.87M | PGX, AAPL, GOOGL, MSFT | 13F-HR | Apr 11, 2019 | 000156716319000002 | ||
595 | $354.67M | GOOGL, AAPL, MSFT, PGX | 13F-HR | Jan 11, 2019 | 000156716319000001 | ||
618 | $416.36M | AMLP, AAPL, GOOGL, MSFT | 13F-HR | Oct 22, 2018 | 000156716318000004 | ||
584 | $393.08M | AMLP, GOOGL, AAPL, PFF | 13F-HR | Jul 17, 2018 | 000156716318000003 | ||
560 | $376.77M | AMLP, GOOGL, PFF, AAPL | 13F-HR | Apr 5, 2018 | 000156716318000002 | ||
541 | $353.06M | AAPL, AMLP, GOOGL, MSFT | 13F-HR | Jan 18, 2018 | 000156716318000001 | ||
536 | $330.50M | GOOGL, AAPL, MSFT, BAC | 13F-HR | Oct 19, 2017 | 000156716317000005 | ||
537 | $317.51M | AAPL, GOOGL, MSFT, BAC | RESTATEMENT | Aug 2, 2017 | 000156716317000004 | ||
521 | $288.24M | AAPL, MSFT, GOOGL, BAC | 13F-HR | Apr 12, 2017 | 000156716317000002 | ||
495 | $263.98M | BAC, MSFT, AAPL, GOOGL | 13F-HR | Jan 24, 2017 | 000156716317000001 | ||
481 | $235.12M | MSFT, AAPL, GOOGL, PFE | 13F-HR | Oct 13, 2016 | 000156716316000008 | ||
481 | $240.41M | MSFT, AAPL, GOOGL, PFE | 13F-HR | Jul 8, 2016 | 000156716316000007 | ||
459 | $220.48M | AAPL, PFF, PFE, ABBV | 13F-HR | Apr 8, 2016 | 000156716316000006 | ||
465 | $265.05M | T, HEDJ, GE, MRK | 13F-HR | Jan 11, 2016 | 000156716316000005 | ||
467 | $265.35M | HEDJ, GE, MRK, T | 13F-HR | Oct 7, 2015 | 000156716315000004 | ||
453 | $292.29M | HEDJ, MRK, ABBV, GE | 13F-HR | Jul 7, 2015 | 000156716315000003 | ||
454 | $297.62M | ISHARES, KRE, MRK, T | 13F-HR | Apr 6, 2015 | 000156716315000002 | ||
412 | $272.67M | PFF, ISHARES, MRK, 1848782D | 13F-HR | Jan 12, 2015 | 000156716315000001 | ||
415 | $259.57M | MRK, T, 1848782D, GE | 13F-HR | Oct 7, 2014 | 000156716314000005 | ||
380 | $240.57M | MRK, T, GE, 1848782D | RESTATEMENT | Jul 25, 2014 | 000156716314000004 | ||
404 | $238.94M | MRK, T, GE, O | 13F-HR | Apr 8, 2014 | 000156716314000002 | ||
345 | $216.44M | MRK, GE, BP, 2258717D | 13F-HR | Jan 16, 2014 | 000156716314000001 |