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Home > Institutional Investor > Edge Wealth Management Llc > Profile

Instuitional Investor - Edge Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Edge Wealth Management Llc
Portfolio Value $494,036,548
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 185,897 $46,552,432 9.42%
2.
Ishares Tr
 1,305,247 $41,036,973 8.3%
3.
Alphabet Inc.
 GOOGL 183,595 $34,754,460 7.03%
4.
Microsoft Corp
 MSFT 81,469 $34,339,262 6.95%
5.
Ishares Trust
 IEF 346,597 $28,414,022 5.75%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)