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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 $457,271,699
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,403,497 $43,775,076 9.57%
2.
Apple Inc.
 AAPL 196,450 $37,822,429 8.27%
3.
Microsoft Corp
 MSFT 86,402 $32,490,714 7.1%
4.
Ishares Trust
 IEF 385,891 $31,658,498 6.92%
5.
Alphabet Inc.
 GOOG 192,479 $26,887,392 5.87%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)