• 13F History

Edge Wealth Management LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$493M
Signature - Title
Matthew Weinberg - Principal
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Edge Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Edge Wealth Management LLC reported 82 stock holdings with total value $493M as of Q1 2025. Top holdings included AAPL, PFF, MSFT, SHY, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 82 $493M +$29.7M -$17.8M +$11.9M AAPL, PFF, MSFT, SHY, GOOGL 13F-HR 4/10/2025, 05:39 PM
Q4 2024 80 $494M +$23.3M -$26.7M -$3.37M AAPL, PFF, GOOGL, MSFT, SHY 13F-HR 1/14/2025, 08:37 PM
Q3 2024 80 $498M +$6.85M -$8.79M -$1.95M AAPL, PFF, MSFT, GOOGL, SHY 13F-HR 10/15/2024, 05:29 PM
Q2 2024 78 $475M +$11.8M -$19.9M -$8.15M PFF, AAPL, MSFT, GOOGL, SHY 13F-HR 7/12/2024, 03:23 PM
Q1 2024 79 $476M +$12M -$9.1M +$2.93M PFF, MSFT, AAPL, SHY, GOOGL 13F-HR 4/15/2024, 09:06 PM
Q4 2023 79 $457M +$2.47M -$17.8M -$15.3M PFF, AAPL, MSFT, SHY, GOOGL 13F-HR 1/11/2024, 01:43 PM
Q3 2023 79 $428M +$21.2M -$11.9M +$9.33M PFF, AAPL, SHY, MSFT, GOOGL 13F-HR 10/13/2023, 10:23 AM
Q2 2023 77 $458M +$18.6M -$18.8M -$206K PFF, AAPL, SHY, MSFT, GOOGL 13F-HR 7/13/2023, 09:32 PM
Q1 2023 74 $436M +$16.9M -$11.6M +$5.34M SHY, PFF, AAPL, MSFT, IWM 13F-HR 4/17/2023, 09:33 PM
Q4 2022 86 $430M +$10.2M -$43.5M -$33.3M PFF, SHY, AAPL, IWM, MSFT 13F-HR 1/25/2023, 06:37 AM
Q3 2022 82 $452M +$33.4M -$1.81M +$31.6M PFF, SHY, AAPL, IWM, MSFT 13F-HR 10/18/2022, 06:56 PM
Q2 2022 89 $462M +$45.9M -$12.9M +$33M PFF, SHY, AAPL, MSFT, GOOGL 13F-HR 7/21/2022, 08:34 PM
Q1 2022 91 $508M +$28.2M -$3.86M +$24.4M PFF, AAPL, GOOGL, MSFT, IWM 13F-HR 4/14/2022, 04:46 PM
Q4 2021 452 $540M +$31.8M -$12.2M +$19.6M PFF, AAPL, MSFT, GOOGL, IWM Restatement 1/20/2022, 05:56 PM
Q3 2021 512 $513M +$30.5M -$8.37M +$22.1M PFF, AAPL, GOOGL, MSFT, IWM 13F-HR 10/12/2021, 05:34 PM
Q2 2021 418 $491M +$14.2M -$21.5M -$7.33M PFF, AAPL, GOOGL, MSFT, IWM 13F-HR 7/22/2021, 06:34 PM
Q1 2021 420 $471M +$37.1M -$24.6M +$12.6M PFF, AAPL, IWM, GOOGL, MSFT 13F-HR 4/9/2021, 03:39 PM
Q4 2020 355 $440M +$26.3M -$54.4M -$28M PFF, AAPL, MSFT, IWM, GOOGL 13F-HR 1/19/2021, 03:22 PM
Q3 2020 417 $434M +$45.9M -$101M -$54.8M PFF, AAPL, MSFT, GOOGL, PYPL 13F-HR 10/20/2020, 06:10 PM
Q2 2020 648 $525M +$74.5M -$84.8M -$10.3M PFF, AAPL, MSFT, BSCM, GOOGL 13F-HR 8/3/2020, 04:27 PM
Q1 2020 582 $460M +$131M -$140M -$9.02M PFF, MSFT, AAPL, BSCM, GOOGL 13F-HR 4/20/2020, 04:52 PM
Q4 2019 540 $467M +$51.9M -$10.9M +$40.9M AAPL, PGX, MSFT, GOOGL, BSCM 13F-HR 1/28/2020, 04:33 PM
Q3 2019 548 $434M +$29.4M -$45.5M -$16.1M PGX, AAPL, MSFT, BSCM, GOOGL 13F-HR 10/21/2019, 01:43 PM
Q2 2019 561 $451M +$79.5M -$32.3M +$47.2M PGX, MSFT, BSCM, AAPL, GOOGL 13F-HR 7/15/2019, 04:48 PM
Q1 2019 531 $394M +$51.1M -$27.2M +$24M PGX, AAPL, GOOGL, MSFT, INTC 13F-HR 4/11/2019, 04:16 PM
Q4 2018 542 $353M +$88.5M -$96.5M -$8.01M GOOGL, AAPL, MSFT, PGX, INTC 13F-HR 1/11/2019, 01:23 PM
Q3 2018 569 $416M +$27.2M -$19M +$8.18M AMLPXXXX, AAPL, GOOGL, MSFT, PFF 13F-HR 10/22/2018, 01:01 PM
Q2 2018 549 $384M +$41.5M -$24.1M +$17.4M AMLPXXXX, GOOGL, AAPL, PFF, MSFT 13F-HR 7/17/2018, 01:54 PM
Q1 2018 518 $376M +$66.1M -$32.3M +$33.8M AMLPXXXX, GOOGL, PFF, AAPL, MSFT 13F-HR 4/5/2018, 02:00 PM
Q4 2017 495 $352M +$54.5M -$36.3M +$18.2M AAPL, AMLPXXXX, GOOGL, MSFT, CSCO 13F-HR 1/17/2018, 04:53 PM
Q3 2017 500 $329M +$48.5M -$31.1M +$17.4M GOOGL, AAPL, MSFT, VZ, GEXXXX 13F-HR 10/19/2017, 01:28 PM
Q2 2017 500 $316M +$57.9M -$20.1M +$37.8M AAPL, GOOGL, MSFT, VZ, CSCO Restatement 8/2/2017, 03:42 PM
Q1 2017 461 $266M +$37M -$15M +$22M AAPL, MSFT, GOOGL, VZ, PFE 13F-HR 4/12/2017, 05:08 PM
Q4 2016 444 $253M +$41.2M -$10.5M +$30.7M VZ, MSFT, AAPL, GOOGL, PFE 13F-HR 1/23/2017, 04:42 PM
Q3 2016 450 $234M +$22.1M -$28.4M -$6.34M MSFT, AAPL, GOOGL, PFE, GD 13F-HR 10/12/2016, 06:14 PM
Q2 2016 427 $239M +$52.1M -$30.7M +$21.5M MSFT, AAPL, GOOGL, PFE, PFF 13F-HR 7/7/2016, 06:15 PM
Q1 2016 402 $220M +$54.9M -$84.6M -$29.7M AAPL, PFF, PFE, ABBV, WMT 13F-HR 4/8/2016, 12:30 PM
Q4 2015 415 $265M +$40M -$45.9M -$5.88M T, HEDJ, GEXXXX, MRK, ABBV 13F-HR 1/11/2016, 09:31 AM
Q3 2015 417 $265M +$55.3M -$47.8M +$7.49M HEDJ, GEXXXX, MRK, T, DIS 13F-HR 10/7/2015, 11:56 AM
Q2 2015 400 $290M +$58.1M -$44.9M +$13.2M HEDJ, MRK, ABBV, GEXXXX, T 13F-HR 7/7/2015, 12:57 PM
Q1 2015 396 $296M +$81.3M -$37M +$44.3M REMXXXX, KRE, MRK, T, GEXXXX 13F-HR 4/6/2015, 03:11 PM
Q4 2014 400 $271M +$70.2M -$37.6M +$32.7M PFF, REMXXXX, MRK, INTC, GEXXXX 13F-HR 1/9/2015, 04:43 PM
Q3 2014 390 $258M +$51.7M -$23.1M +$28.6M MRK, T, INTC, GEXXXX, REMXXXX 13F-HR 10/7/2014, 12:23 PM
Q2 2014 366 $240M +$35.5M -$35.9M -$388K MRK, T, GEXXXX, INTC, EMC Restatement 7/25/2014, 02:27 PM
Q1 2014 385 $238M +$63.3M -$26.3M +$37M MRK, T, GEXXXX, O, INTC 13F-HR 4/8/2014, 03:02 PM
Q4 2013 333 $215M MRK, GEXXXX, BP, EMC, INTC 13F-HR 1/16/2014, 12:37 PM