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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 $493,174,272
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 185,977 $41,311,035 8.38%
2.
Ishares Tr
 1,303,415 $40,053,950 8.12%
3.
Microsoft Corp
 MSFT 82,228 $30,867,575 6.26%
4.
Ishares Trust
 IEF 351,104 $29,046,834 5.89%
5.
Alphabet Inc.
 GOOGL 185,784 $28,729,664 5.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)