Stock Taper

EDGE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Slb N.V.SLB261.32K$12.15M
Walmart Inc.WMT208.25K$23.59M
Newmark Group, Inc.NMRK167.56K$2.53M
Apple Inc.AAPL165.35K$47.85M
Alphabet Inc.GOOGL158K$56.46M
Merck & Co., Inc.MRK123.67K$15.88M
Public Service Enterprise Group IncorporatedPEG120.11K$9.75M
Lloyds Banking Group plcLYG110K$641.3K
Roivant Sciences Ltd.ROIV90.23K$3.19M
Adaptive Biotechnologies CorporationADPT90K$1.93M
JPMorgan Chase & Co.JPM85.23K$27.9M
Microsoft CorporationMSFT78.33K$29.22M
Johnson & JohnsonJNJ77.07K$19.57M
Waste Management, Inc.WM75.44K$16.81M
The Walt Disney CompanyDIS69.11K$6.65M
American Tower CorporationAMT59.09K$9.66M
The Procter & Gamble CompanyPG58.92K$8.63M
General Dynamics CorporationGD50.09K$17.74M
Public StoragePSA44.2K$14.07M
Berkshire Hathaway Inc.BRK-B40.14K$20.07M