Notify me when Edge Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 88 | $564,562,837 | +$6,069,115 | -$3,191,760 | +$2,877,355 | AAPL, GOOGL, MSFT, PFF, SHY | 13F-HR | 14 Oct 2025, 08:22 |
| Q2 2025 | 82 | $519,190,629 | +$16,896,147 | -$9,479,140 | +$7,417,007 | MSFT, AAPL, PFF, GOOGL, SHY | 13F-HR | 14 Jul 2025, 12:15 |
| Q1 2025 | 82 | $493,174,272 | +$29,743,253 | -$17,799,679 | +$11,943,574 | AAPL, PFF, MSFT, SHY, GOOGL | 13F-HR | 10 Apr 2025, 17:39 |
| Q4 2024 | 80 | $494,036,548 | +$23,323,116 | -$26,696,472 | -$3,373,356 | AAPL, PFF, GOOGL, MSFT, SHY | 13F-HR | 14 Jan 2025, 20:37 |
| Q3 2024 | 80 | $498,141,473 | +$6,845,106 | -$8,790,626 | -$1,945,520 | AAPL, PFF, MSFT, GOOGL, SHY | 13F-HR | 15 Oct 2024, 17:29 |
| Q2 2024 | 78 | $474,881,629 | +$11,798,078 | -$19,947,205 | -$8,149,127 | PFF, AAPL, MSFT, GOOGL, SHY | 13F-HR | 12 Jul 2024, 15:23 |
| Q1 2024 | 79 | $475,884,050 | +$12,027,709 | -$9,097,002 | +$2,930,707 | PFF, MSFT, AAPL, SHY, GOOGL | 13F-HR | 15 Apr 2024, 21:06 |
| Q4 2023 | 79 | $457,271,699 | +$2,467,835 | -$17,805,966 | -$15,338,131 | PFF, AAPL, MSFT, SHY, GOOGL | 13F-HR | 11 Jan 2024, 13:43 |
| Q3 2023 | 79 | $427,885,909 | +$21,185,216 | -$31,079,271 | -$9,894,055 | PFF, AAPL, SHY, MSFT, GOOGL | 13F-HR | 13 Oct 2023, 10:23 |
| Q2 2023 | 77 | $458,156,783 | +$18,617,995 | -$19,227,543 | -$609,548 | PFF, AAPL, SHY, MSFT, GOOGL | 13F-HR | 13 Jul 2023, 21:32 |
| Q1 2023 | 74 | $436,147,990 | +$16,940,972 | -$29,572,121 | -$12,631,149 | SHY, PFF, AAPL, MSFT, IWM | 13F-HR | 17 Apr 2023, 21:33 |
| Q4 2022 | 85 | $430,037,065 | +$10,219,304 | -$47,202,348 | -$36,983,044 | PFF, SHY, AAPL, IWM, MSFT | 13F-HR | 25 Jan 2023, 07:37 |
| Q3 2022 | 82 | $452,250,000 | +$33,398,531 | -$3,374,383 | +$30,024,148 | PFF, SHY, AAPL, IWM, MSFT | 13F-HR | 18 Oct 2022, 18:56 |
| Q2 2022 | 89 | $462,459,000 | +$45,866,034 | -$18,338,058 | +$27,527,976 | PFF, SHY, AAPL, MSFT, GOOGL | 13F-HR | 21 Jul 2022, 20:34 |
| Q1 2022 | 91 | $507,567,000 | +$28,238,046 | -$37,919,685 | -$9,681,639 | PFF, AAPL, GOOGL, MSFT, IWM | 13F-HR | 14 Apr 2022, 16:46 |
| Q4 2021 | 518 | $546,549,000 | +$31,866,910 | -$24,431,482 | +$7,435,428 | PFF, AAPL, MSFT, GOOGL, IWM | Restatement | 20 Jan 2022, 18:56 |
| Q3 2021 | 535 | $512,814,000 | +$30,497,565 | -$8,257,002 | +$22,240,563 | PFF, AAPL, GOOGL, MSFT, IWM | 13F-HR | 12 Oct 2021, 17:34 |
| Q2 2021 | 439 | $491,395,000 | +$14,170,302 | -$21,524,765 | -$7,354,463 | PFF, AAPL, GOOGL, MSFT, IWM | 13F-HR | 22 Jul 2021, 18:34 |
| Q1 2021 | 435 | $470,519,000 | +$37,127,408 | -$24,566,962 | +$12,560,446 | PFF, AAPL, IWM, GOOGL, MSFT | 13F-HR | 09 Apr 2021, 15:39 |
| Q4 2020 | 381 | $440,269,000 | +$26,331,918 | -$68,538,299 | -$42,206,381 | PFF, AAPL, MSFT, IWM, GOOGL | 13F-HR | 19 Jan 2021, 16:22 |
| Q3 2020 | 434 | $434,446,001 | +$45,898,963 | -$141,411,365 | -$95,512,402 | PFF, AAPL, MSFT, GOOGL, PYPL | 13F-HR | 20 Oct 2020, 18:10 |
| Q2 2020 | 661 | $526,902,001 | +$72,689,649 | -$96,229,359 | -$23,539,710 | PFF, AAPL, MSFT, BSCM, GOOGL | 13F-HR | 03 Aug 2020, 16:27 |
| Q1 2020 | 623 | $460,246,000 | +$131,110,622 | -$72,422,849 | +$58,687,773 | PFF, MSFT, AAPL, BSCM, GOOGL | 13F-HR | 20 Apr 2020, 16:52 |
| Q4 2019 | 604 | $472,068,000 | +$54,833,174 | -$47,305,087 | +$7,528,087 | AAPL, PGX, MSFT, GOOGL, BSCM | 13F-HR | 28 Jan 2020, 17:33 |
| Q3 2019 | 585 | $434,087,000 | +$29,165,729 | -$52,985,254 | -$23,819,525 | PGX, AAPL, MSFT, BSCM, GOOGL | 13F-HR | 21 Oct 2019, 13:43 |
| Q2 2019 | 583 | $450,555,000 | +$79,363,834 | -$38,949,961 | +$40,413,873 | PGX, MSFT, BSCM, AAPL, GOOGL | 13F-HR | 15 Jul 2019, 16:48 |
| Q1 2019 | 544 | $404,552,000 | +$51,012,771 | -$37,601,464 | +$13,411,307 | PGX, AAPL, GOOGL, MSFT, INTC | 13F-HR | 11 Apr 2019, 16:16 |
| Q4 2018 | 554 | $354,572,000 | +$89,377,708 | -$103,590,052 | -$14,212,344 | GOOGL, AAPL, MSFT, PGX, INTC | 13F-HR | 11 Jan 2019, 14:23 |
| Q3 2018 | 605 | $416,116,001 | +$27,058,075 | -$28,801,339 | -$1,743,264 | AMLP, AAPL, GOOGL, MSFT, PFF | 13F-HR | 22 Oct 2018, 13:01 |
| Q2 2018 | 578 | $392,929,000 | +$41,477,893 | -$30,250,496 | +$11,227,397 | AMLP, GOOGL, AAPL, PFF, MSFT | 13F-HR | 17 Jul 2018, 13:54 |
| Q1 2018 | 553 | $376,582,000 | +$65,978,981 | -$34,407,364 | +$31,571,617 | AMLP, GOOGL, PFF, AAPL, MSFT | 13F-HR | 05 Apr 2018, 14:00 |
| Q4 2017 | 533 | $352,865,002 | +$54,395,231 | -$43,716,910 | +$10,678,321 | AAPL, AMLP, GOOGL, MSFT, CSCO | 13F-HR | 17 Jan 2018, 17:53 |
| Q3 2017 | 531 | $330,430,002 | +$48,499,827 | -$45,236,860 | +$3,262,967 | GOOGL, AAPL, MSFT, VZ, GE | 13F-HR | 19 Oct 2017, 13:28 |
| Q2 2017 | 523 | $317,031,002 | +$57,578,356 | -$20,712,486 | +$36,865,870 | AAPL, GOOGL, MSFT, VZ, CSCO | Restatement | 02 Aug 2017, 15:42 |
| Q1 2017 | 521 | $277,485,002 | +$37,408,290 | -$32,062,340 | +$5,345,950 | AAPL, MSFT, GOOGL, VZ, PFE | 13F-HR | 12 Apr 2017, 17:08 |
| Q4 2016 | 501 | $263,451,001 | +$42,372,321 | -$28,105,238 | +$14,267,083 | VZ, MSFT, AAPL, GOOGL, PFE | 13F-HR | 23 Jan 2017, 17:42 |
| Q3 2016 | 475 | $235,018,000 | +$21,947,897 | -$33,867,107 | -$11,919,210 | MSFT, AAPL, GOOGL, PFE, GD | 13F-HR | 12 Oct 2016, 18:14 |
| Q2 2016 | 452 | $240,298,000 | +$52,596,964 | -$40,786,932 | +$11,810,032 | MSFT, AAPL, GOOGL, PFE, PFF | 13F-HR | 07 Jul 2016, 18:15 |
| Q1 2016 | 459 | $220,454,000 | +$54,973,034 | -$94,172,292 | -$39,199,258 | AAPL, PFF, PFE, ABBV, WMT | 13F-HR | 08 Apr 2016, 12:30 |
| Q4 2015 | 465 | $265,027,000 | +$40,017,246 | -$56,389,117 | -$16,371,871 | T, HEDJ, GE, MRK, ABBV | 13F-HR | 11 Jan 2016, 10:31 |
| Q3 2015 | 467 | $265,337,000 | +$47,988,945 | -$50,684,480 | -$2,695,535 | HEDJ, GE, MRK, T, DIS | 13F-HR | 07 Oct 2015, 11:56 |
| Q2 2015 | 425 | $290,716,000 | +$58,051,907 | -$57,006,759 | +$1,045,148 | HEDJ, MRK, ABBV, GE, T | 13F-HR | 07 Jul 2015, 12:57 |
| Q1 2015 | 454 | $297,610,000 | +$81,513,427 | -$50,438,796 | +$31,074,631 | REM, KRE, MRK, T, GE | 13F-HR | 06 Apr 2015, 15:11 |
| Q4 2014 | 411 | $272,670,000 | +$70,305,682 | -$59,638,784 | +$10,666,898 | PFF, REM, MRK, INTC, GE | 13F-HR | 09 Jan 2015, 17:43 |
| Q3 2014 | 414 | $259,558,000 | +$52,185,984 | -$31,886,294 | +$20,299,690 | MRK, T, INTC, GE, REM | 13F-HR | 07 Oct 2014, 12:23 |
| Q2 2014 | 380 | $240,131,000 | +$35,479,072 | -$42,034,436 | -$6,555,364 | MRK, T, GE, INTC, EMC | Restatement | 25 Jul 2014, 14:27 |
| Q1 2014 | 404 | $238,930,000 | +$63,686,565 | -$42,483,920 | +$21,202,645 | MRK, T, GE, O, INTC | 13F-HR | 08 Apr 2014, 15:02 |
| Q4 2013 | 345 | $216,123,000 | $0 | $0 | $0 | MRK, GE, BP, EMC, INTC | 13F-HR | 16 Jan 2014, 13:37 |