EDGE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLB | 260K | $9.96M |
 | WMT | 214K | $23.79M |
 | AAPL | 182K | $49.42M |
 | GOOGL | 180K | $56.26M |
 | NMRK | 168K | $2.91M |
 | XOM | 140K | $16.80M |
 | MRK | 123K | $12.96M |
 | PEG | 119K | $9.59M |
 | LYG | 110K | $583.00K |
 | ROIV | 90K | $1.96M |
 | ADPT | 90K | $1.46M |
 | JPM | 88K | $28.20M |
 | MSFT | 82K | $39.79M |
 | JNJ | 78K | $16.09M |
 | WM | 76K | $16.70M |
 | DIS | 71K | $8.03M |
 | AMT | 60K | $10.61M |
 | PG | 59K | $8.45M |
 | HON | 55K | $10.71M |
 | GD | 50K | $16.81M |
SLB N.V.
SLB
Shares Held
260K
Value
$9.96M
Walmart Inc.
WMT
Shares Held
214K
Value
$23.79M
Apple Inc.
AAPL
Shares Held
182K
Value
$49.42M
Alphabet Inc.
GOOGL
Shares Held
180K
Value
$56.26M
Newmark Group, Inc.
NMRK
Shares Held
168K
Value
$2.91M
Exxon Mobil Corporation
XOM
Shares Held
140K
Value
$16.80M
Merck & Co., Inc.
MRK
Shares Held
123K
Value
$12.96M
Public Service Enterprise Group Incorporated
PEG
Shares Held
119K
Value
$9.59M
Lloyds Banking Group plc
LYG
Shares Held
110K
Value
$583.00K
Roivant Sciences Ltd.
ROIV
Shares Held
90K
Value
$1.96M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
90K
Value
$1.46M
JPMorgan Chase & Co.
JPM
Shares Held
88K
Value
$28.20M
Microsoft Corporation
MSFT
Shares Held
82K
Value
$39.79M
Johnson & Johnson
JNJ
Shares Held
78K
Value
$16.09M
Waste Management, Inc.
WM
Shares Held
76K
Value
$16.70M
The Walt Disney Company
DIS
Shares Held
71K
Value
$8.03M
American Tower Corporation
AMT
Shares Held
60K
Value
$10.61M
The Procter & Gamble Company
PG
Shares Held
59K
Value
$8.45M
Honeywell International Inc.
HON
Shares Held
55K
Value
$10.71M
General Dynamics Corporation
GD
Shares Held
50K
Value
$16.81M