EDGE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLB | 263K | $9.03M |
 | WMT | 217K | $22.33M |
 | LYG | 200K | $908.00K |
 | AAPL | 184K | $46.91M |
 | GOOGL | 183K | $44.40M |
 | NMRK | 164K | $3.06M |
 | XOM | 140K | $15.83M |
 | MRK | 125K | $10.46M |
 | PEG | 120K | $10.05M |
 | ROIV | 90K | $1.37M |
 | ADPT | 90K | $1.35M |
 | JPM | 89K | $28.00M |
 | MSFT | 83K | $42.92M |
 | JNJ | 78K | $14.50M |
 | WM | 77K | $16.94M |
 | DIS | 72K | $8.28M |
 | AMT | 62K | $11.98M |
 | RITM | 60K | $683.73K |
 | PG | 59K | $9.00M |
 | HON | 55K | $11.63M |
SLB N.V.
SLB
Shares Held
263K
Value
$9.03M
Walmart Inc.
WMT
Shares Held
217K
Value
$22.33M
Lloyds Banking Group plc
LYG
Shares Held
200K
Value
$908.00K
Apple Inc.
AAPL
Shares Held
184K
Value
$46.91M
Alphabet Inc.
GOOGL
Shares Held
183K
Value
$44.40M
Newmark Group, Inc.
NMRK
Shares Held
164K
Value
$3.06M
Exxon Mobil Corporation
XOM
Shares Held
140K
Value
$15.83M
Merck & Co., Inc.
MRK
Shares Held
125K
Value
$10.46M
Public Service Enterprise Group Incorporated
PEG
Shares Held
120K
Value
$10.05M
Roivant Sciences Ltd.
ROIV
Shares Held
90K
Value
$1.37M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
90K
Value
$1.35M
JPMorgan Chase & Co.
JPM
Shares Held
89K
Value
$28.00M
Microsoft Corporation
MSFT
Shares Held
83K
Value
$42.92M
Johnson & Johnson
JNJ
Shares Held
78K
Value
$14.50M
Waste Management, Inc.
WM
Shares Held
77K
Value
$16.94M
The Walt Disney Company
DIS
Shares Held
72K
Value
$8.28M
American Tower Corporation
AMT
Shares Held
62K
Value
$11.98M
Rithm Capital Corp.
RITM
Shares Held
60K
Value
$683.73K
The Procter & Gamble Company
PG
Shares Held
59K
Value
$9.00M
Honeywell International Inc.
HON
Shares Held
55K
Value
$11.63M