Edge Wealth Management LLC
Top Portfolio Positions
59 positions ·
$395,602,273 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
160,775 | $46,232,459 | 11.69% | |
| AAPL |
Apple Inc.
Technology
|
165,715 | $42,056,809 | 10.63% | |
| MSFT |
Microsoft Corp
Technology
|
78,542 | $29,073,892 | 7.35% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
208,500 | $25,912,380 | 6.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
87,312 | $25,683,697 | 6.49% | |
| XOM |
Exxon Mobil Corp
Energy
|
138,533 | $23,503,508 | 5.94% | |
| JNJ |
Johnson & Johnson
Healthcare
|
77,011 | $18,824,568 | 4.76% | |
| WM |
Waste Management Inc
Industrials
|
75,280 | $17,298,591 | 4.37% | |
| GD |
General Dynamics Corp
Industrials
|
49,964 | $17,148,644 | 4.33% | |
| BLK |
BlackRock, Inc.
Financial Services
|
15,840 | $15,233,486 | 3.85% |
Portfolio Trend
Holdings in SPOWF
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-12-31 | $32 | 1,340 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $36 | 1,340 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $37 | 1,340 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $20 | 1,340 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $15 | 1,340 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $9 | 1,340 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $10 | 1,340 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $6 | 1,340 | Shares | Sole | 2020-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||