Edge Wealth Management LLC Reduced Holdings in Q4 2025

Edge Wealth Management LLC

  • $485 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-1.22K
- 1.38%
$294.11 - $320.41 $359K - $392K
87.5K $26.3M
MSFT
Microsoft Corp

Technology
-592
- 0.71%
$496.82 - $542.07 $294K - $321K
82.3K $41.7M
AMT
American Tower Corp

Real Estate
-1.83K
- 2.94%
$176.64 - $193.32 $323K - $354K
60.5K $10.9M
WM
Waste Management Inc

Industrials
-697
- 0.91%
$196.77 - $219.98 $137K - $153K
76K $15.9M
HON
Honeywell International Inc

Industrials
-356
- 0.64%
$194.07 - $220.67 $69.1K - $78.6K
54.9K $10.8M
IWM
Ishares Russell 2000 ETF

ETFs
-1.32K
- 1.15%
$236.79 - $250.33 $313K - $330K
114K $27.1M
DIS
Walt Disney CO

Communication Services
-1.74K
- 2.41%
$105.69 - $116.65 $184K - $203K
70.6K $7.46M
PSA
Public Storage

Real Estate
-528
- 1.18%
$272.78 - $311.8 $144K - $165K
44.1K $12.1M
LYG
Lloyds Banking Group PLC

Financial Services
-90K
- 45.0%
$4.42 - $5.03 $398K - $453K
110K $530K
WMT
Walmart Inc.

Consumer Defensive
-3.13K
- 1.45%
$101.18 - $109.03 $317K - $342K
214K $22M
NRZ
New Residential Investment Corp.

Real Estate
-28K
- 46.64%
N/A
32K $232K
PEG
Public Service Enterprise Group Inc

Utilities
-999
- 0.83%
$79.86 - $84.83 $79.8K - $84.7K
119K $9.9M
NVDA
Nvidia Corp

Technology
-770
- 7.54%
$179.83 - $207.04 $138K - $159K
9.44K $1.76M
BAC
Bank Of America Corp

Financial Services
-2.4K
- 10.87%
$48.65 - $54.11 $117K - $130K
19.7K $1.01M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.42K
- 20.68%
$44.68 - $47.47 $108K - $115K
9.29K $436K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-510
- 15.77%
$185.12 - $192.11 $94.4K - $98K
2.72K $510K
GD
General Dynamics Corp

Industrials
-774
- 1.53%
$330.59 - $353.77 $256K - $274K
49.9K $17.2M
IYY
Ishares Tr

ETFs
-500
- 20.15%
$159.3 - $167.44 $79.7K - $83.7K
1.98K $323K
BP
Bp PLC

Energy
-3.08K
- 17.55%
$32.78 - $37.35 $101K - $115K
14.5K $527K
NOC
Northrop Grumman Corp

Industrials
-75
- 14.56%
$558.0 - $637.95 $41.9K - $47.8K
440 $247K
GLD
Spdr Gold Trust

ETFs
-287
- 13.95%
$354.79 - $403.15 $102K - $116K
1.77K $665K
CVX
Chevron Corp

Energy
-387
- 7.44%
$148.9 - $157.72 $57.6K - $61K
4.81K $744K
PLTR
Palantir Technologies Inc.

Technology
-75
- 1.55%
$172.14 - $207.18 $12.9K - $15.5K
4.75K $826K
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 2.48%
$401.99 - $468.37 $10K - $11.7K
984 $402K
Avadel Pharmaceuticals PLC
-20K
- 66.67%
N/A
10K $0
Blackrock Inc
-53
- 0.33%
N/A
15.9K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-58
- 0.24%
$293.81 - $310.11 $17K - $18K
24.2K $7.38M
FDX
Fedex Corp

Industrials
-99
- 8.02%
$224.63 - $268.67 $22.2K - $26.6K
1.14K $300K
PEP
Pepsico Inc

Consumer Defensive
-15
- 0.64%
$138.84 - $153.71 $2.08K - $2.31K
2.32K $343K
GOOG
Alphabet Inc.

Communication Services
-18
- 1.2%
$237.49 - $291.74 $4.27K - $5.25K
1.49K $424K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.1K
- 5.17%
$213.04 - $254.0 $235K - $280K
20.2K $4.74M
CSCO
Cisco Systems, Inc.

Technology
-30
- 0.34%
$67.46 - $78.0 $2.02K - $2.34K
8.91K $693K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-151
- 0.37%
$475.68 - $513.11 $71.8K - $77.5K
40.6K $20.7M
SLB
Schlumberger Limited

Energy
-3.13K
- 1.19%
$31.72 - $37.61 $99.3K - $118K
260K $9.59M
XOM
Exxon Mobil Corp

Energy
-812
- 0.58%
$110.64 - $119.78 $89.8K - $97.3K
140K $16.4M
MRK
Merck & Co., Inc.

Healthcare
-1.58K
- 1.27%
$82.49 - $92.93 $130K - $147K
123K $11.4M
JNJ
Johnson & Johnson

Healthcare
-474
- 0.61%
$185.98 - $199.58 $88.2K - $94.6K
77.7K $15.5M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.28K
- 2.03%
$101.39 - $114.39 $231K - $261K
110K $12.5M
AAPL
Apple Inc.

Technology
-2.44K
- 1.33%
$245.27 - $275.25 $599K - $673K
182K $48.6M
GOOGL
Alphabet Inc.

Communication Services
-2.88K
- 1.58%
$236.57 - $291.31 $681K - $838K
180K $49.7M
Activity Summary
Buys All Purchases 21 New Holdings 6 Increased Positions 15 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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