Edge Wealth Management LLC Reduced Holdings in Q4 2024

Edge Wealth Management LLC

  • $472 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-625
- 0.99%
$179.4 - $232.01 $112K - $145K
62.3K $11.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
-24.7K
- 1.86%
$31.23 - $33.51 $773K - $829K
1.31M $41M
PSA
Public Storage

Real Estate
-585
- 1.31%
$289.33 - $360.21 $169K - $211K
44.2K $13.2M
GD
General Dynamics Corp

Industrials
-1.25K
- 2.42%
$260.28 - $314.03 $326K - $393K
50.6K $13.3M
MRK
Merck & Co., Inc.

Healthcare
-1.57K
- 1.27%
$96.31 - $114.76 $152K - $181K
122K $12.1M
MSFT
Microsoft Corp

Technology
-2.36K
- 2.82%
$406.35 - $454.46 $960K - $1.07M
81.5K $34.3M
JNJ
Johnson & Johnson

Healthcare
-1.7K
- 2.18%
$143.34 - $165.86 $244K - $283K
76.4K $11.1M
SLB
Schlumberger Limited

Energy
-14.1K
- 5.29%
$36.83 - $45.59 $517K - $641K
252K $9.65M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.33K
- 2.62%
$81.68 - $82.93 $762K - $774K
347K $28.4M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.96K
- 1.79%
$89.81 - $104.0 $176K - $204K
108K $9.7M
WM
Waste Management Inc

Industrials
-1.22K
- 1.56%
$201.79 - $228.46 $246K - $278K
77K $15.5M
PEG
Public Service Enterprise Group Inc

Utilities
-1.27K
- 1.09%
$81.87 - $94.51 $104K - $120K
116K $9.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-618
- 1.48%
$442.29 - $483.08 $273K - $299K
41.2K $18.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-337
- 1.35%
$288.47 - $316.54 $97.2K - $107K
24.7K $7.15M
PG
Procter & Gamble CO

Consumer Defensive
-629
- 1.09%
$161.05 - $179.7 $101K - $113K
57.3K $9.61M
IWM
Ishares Russell 2000 ETF

ETFs
-1.46K
- 1.23%
$216.13 - $242.4 $315K - $353K
117K $25.8M
PEP
Pepsico Inc

Consumer Defensive
-342
- 11.0%
$151.29 - $176.1 $51.7K - $60.2K
2.77K $420K
GOOG
Alphabet Inc.

Communication Services
-720
- 32.95%
$163.08 - $198.16 $117K - $143K
1.47K $278K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.13K
- 7.07%
$11.42 - $12.5 $24.3K - $26.6K
27.9K $322K
BP
Bp PLC

Energy
-139
- 0.79%
$28.16 - $33.14 $3.91K - $4.61K
17.5K $517K
BA
Boeing CO

Industrials
-507
- 17.5%
$138.14 - $180.72 $70K - $91.6K
2.39K $423K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.4K
- 23.38%
$47.29 - $84.74 $66.2K - $119K
4.59K $341K
NVDA
Nvidia Corp

Technology
-94
- 1.18%
$117.0 - $148.88 $11K - $14K
7.86K $1.05M
PLTR
Palantir Technologies Inc.

Technology
-3.01K
- 21.25%
$36.46 - $82.38 $110K - $248K
11.1K $842K
AMZN
Amazon Com Inc

Consumer Cyclical
-605
- 3.11%
$180.88 - $232.93 $109K - $141K
18.9K $4.14M
DIS
Walt Disney CO

Communication Services
-3.33K
- 4.51%
$92.39 - $117.6 $308K - $391K
70.5K $7.86M
HON
Honeywell International Inc

Industrials
-600
- 1.09%
$202.84 - $236.0 $122K - $142K
54.6K $12.3M
WMT
Walmart Inc.

Consumer Defensive
-2.84K
- 1.29%
$79.1 - $95.7 $225K - $272K
218K $19.7M
AAPL
Apple Inc.

Technology
-5.42K
- 2.83%
$221.69 - $259.02 $1.2M - $1.4M
186K $46.6M
JPM
Jpmorgan Chase & CO

Financial Services
-1.24K
- 1.37%
$205.18 - $250.29 $254K - $310K
89.4K $21.4M
CRM
Salesforce, Inc.

Technology
-1.11K
- 2.34%
$270.87 - $367.87 $299K - $406K
46.1K $15.4M
GOOGL
Alphabet Inc.

Communication Services
-5.38K
- 2.85%
$161.86 - $196.66 $870K - $1.06M
184K $34.8M
Activity Summary
Buys All Purchases 20 New Holdings 5 Increased Positions 15 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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