Edge Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New York, NY
CIK
0001567163
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 79 457,271 PFF, AAPL, MSFT, SHY 13F-HR 1/11/2024 000108514624000206
Q3 2023 79 427,885 PFF, AAPL, SHY, MSFT 13F-HR 10/13/2023 000108514623003709
Q2 2023 77 458,156 PFF, AAPL, SHY, MSFT 13F-HR 7/13/2023 000108514623002678
Q1 2023 74 436,147 SHY, PFF, AAPL, MSFT 13F-HR 4/17/2023 000108514623001725
Q4 2022 86 430,050 PFF, SHY, AAPL, IWM 13F-HR 1/25/2023 000108514623000355
Q3 2022 83 452,255 PFF, SHY, AAPL, IWM 13F-HR 10/18/2022 000108514622003500
Q2 2022 89 462,459 PFF, SHY, AAPL, MSFT 13F-HR 7/21/2022 000108514622002500
Q1 2022 91 507,567 PFF, AAPL, GOOGL, MSFT 13F-HR 4/14/2022 000108514622001419
Q4 2021 520 546,619 PFF, AAPL, MSFT, GOOGL RESTATEMENT 1/20/2022 000156716322000002
Q3 2021 536 512,862 PFF, AAPL, GOOGL, MSFT 13F-HR 10/12/2021 000156716321000004
Q2 2021 441 491,429 PFF, AAPL, GOOGL, MSFT 13F-HR 7/22/2021 000156716321000003
Q1 2021 437 470,533 PFF, AAPL, IWM, GOOGL 13F-HR 4/9/2021 000156716321000002
Q4 2020 385 440,290 PFF, AAPL, MSFT, IWM 13F-HR 1/19/2021 000156716321000001
Q3 2020 442 434,477 PFF, AAPL, MSFT, GOOGL 13F-HR 10/21/2020 000156716320000004
Q2 2020 681 527,376 PFF, AAPL, MSFT, BSCM 13F-HR 8/3/2020 000156716320000003
Q1 2020 633 460,646 PFF, MSFT, AAPL, BSCM 13F-HR 4/20/2020 000156716320000002
Q4 2019 613 500,052 AAPL, PGX, MSFT, GOOGL 13F-HR 1/29/2020 000156716320000001
Q3 2019 612 434,354 PGX, AAPL, MSFT, BSCM 13F-HR 10/21/2019 000156716319000004
Q2 2019 604 450,759 PGX, MSFT, BSCM, AAPL 13F-HR 7/15/2019 000156716319000003
Q1 2019 599 405,868 PGX, AAPL, GOOGL, MSFT 13F-HR 4/11/2019 000156716319000002
Q4 2018 595 354,667 GOOGL, AAPL, MSFT, PGX 13F-HR 1/11/2019 000156716319000001
Q3 2018 618 416,357 AMLP, AAPL, GOOGL, MSFT 13F-HR 10/22/2018 000156716318000004
Q2 2018 584 393,077 AMLP, GOOGL, AAPL, PFF 13F-HR 7/17/2018 000156716318000003
Q1 2018 560 376,767 AMLP, GOOGL, PFF, AAPL 13F-HR 4/5/2018 000156716318000002
Q4 2017 541 353,055 AAPL, AMLP, GOOGL, MSFT 13F-HR 1/18/2018 000156716318000001
Q3 2017 536 330,500 GOOGL, AAPL, MSFT, VZ 13F-HR 10/19/2017 000156716317000005
Q2 2017 537 317,514 AAPL, GOOGL, MSFT, VZ RESTATEMENT 8/2/2017 000156716317000004
Q1 2017 521 288,243 AAPL, MSFT, GOOGL, VZ 13F-HR 4/12/2017 000156716317000002
Q4 2016 495 263,984 VZ, MSFT, AAPL, GOOGL 13F-HR 1/24/2017 000156716317000001
Q3 2016 481 235,121 MSFT, AAPL, GOOGL, PFE 13F-HR 10/13/2016 000156716316000008
Q2 2016 481 240,409 MSFT, AAPL, GOOGL, PFE 13F-HR 7/8/2016 000156716316000007
Q1 2016 459 220,481 AAPL, PFF, PFE, ABBV 13F-HR 4/8/2016 000156716316000006
Q4 2015 465 265,047 T, HEDJ, GE, MRK 13F-HR 1/11/2016 000156716316000005
Q3 2015 467 265,347 HEDJ, GE, MRK, T 13F-HR 10/7/2015 000156716315000004
Q2 2015 453 292,292 HEDJ, MRK, ABBV, GE 13F-HR 7/7/2015 000156716315000003
Q1 2015 454 297,616 REM, KRE, MRK, T 13F-HR 4/6/2015 000156716315000002
Q4 2014 412 272,673 PFF, REM, MRK, INTC 13F-HR 1/12/2015 000156716315000001
Q3 2014 415 259,569 MRK, T, INTC, GE 13F-HR 10/7/2014 000156716314000005
Q2 2014 380 240,575 MRK, T, GE, INTC RESTATEMENT 7/25/2014 000156716314000004
Q1 2014 404 238,938 MRK, T, GE, O 13F-HR 4/8/2014 000156716314000002
Q4 2013 345 216,438 MRK, GE, BP, EMC 13F-HR 1/16/2014 000156716314000001
Additional filings from Edge Wealth Management LLC that have since been restated