Edge Wealth Management LLC
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
82
- Value ($000)
$519,191
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $41.35M | 8 % | 82,917 | ||
AAPL APPLE INC | COM | 037833100 | $37.80M | 7 % | 183,912 | ||
PFF ISHARES TR | PFD AND INCM SEC | 464288687 | $36.44M | 7 % | 1,187,310 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $32.28M | 6 % | 183,173 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $29.90M | 6 % | 360,856 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $25.76M | 5 % | 88,812 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $24.79M | 5 % | 114,813 | ||
WMT WALMART INC | COM | 931142103 | $21.18M | 4 % | 216,360 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $19.75M | 4 % | 40,699 | ||
WM WASTE MGMT INC DEL | COM | 94106L109 | $17.53M | 3 % | 76,634 |
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