Edge Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$494M
Signature - Title
Matthew Weinberg - Principal
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Edge Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Edge Wealth Management LLC reported 80 stock holdings with total value $494M as of Q4 2024. Top holdings included AAPL, PFF, GOOGL, MSFT, and SHY.
Holdings Value