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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
65
21
28
4
8
1
56
16
30
EDGE WEALTH MANAGEMENT LLC

Time Period2018-03-31

Total Holdings559

Total Value ($x1000)376,767
Activities
New59

Increased96

Unchanged306

Decreased98

Sold Out38

Top 10 Stock Holdingstotal 37.38%
AMLP4.96

GOOGL4.1

PFF4.05

AAPL3.99

MSFT3.85

 
CSCO3.65

INTC3.42

BP3.25

PFE3.1

T3.01

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMLP
4.96%
ALERIAN MLP
GOOGL
4.1%
CAP STK CL A
PFF
4.05%
U.S. PFD STK ETF
AAPL
3.99%
COM
MSFT
3.85%
COM
CSCO
3.65%
COM
INTC
3.42%
COM
BP
3.25%
SPONSORED ADR
PFE
3.1%
COM
T
3.01%
COM
BAC
2.94%
COM
REM
2.67%
MTG REL ETF NEW
BRK.B
2.63%
CL B NEW
JPM
2.47%
COM
IWM
2.39%
RUSSELL 2000 ETF
PG
2.31%
COM
MRK
2.27%
COM
GD
2.11%
COM
HEDJ
2.1%
EUROPE HEDGED EQ
GILD
1.92%
COM
NRK
1.66%
COM
SO
1.62%
COM
JNJ
1.61%
COM
ETN
1.6%
SHS
VZ
1.3%
COM
DAL
1.21%
COM NEW
SANTA CR...
1.09%
COM
IBM
0.98%
COM
ORCL
0.86%
COM
EPD
0.85%
COM
MMP
0.79%
COM UNIT RP LP
UTX
0.77%
COM
ANNALY C...
0.71%
PFD
AMZN
0.71%
COM
RTN
0.7%
COM NEW
AGNC INV...
0.69%
PFD
CVS
0.67%
COM
VCSH
0.6%
SHRT TRM CORP BD
IBB
0.54%
NASDQ BIOTEC ETF
KYN
0.52%
COM
CVX
0.52%
COM
FB
0.49%
CL A
NXJ
0.49%
COM
CEM
0.46%
COM
GDX
0.39%
GOLD MINERS ETF
EEMV
0.39%
EM MK MINVOL ETF
WFC
0.37%
COM
INVESCO ...
0.34%
PFD
UPS
0.33%
CL B
MINT
0.33%
ENHAN SHRT MAT
CITIGROU...
0.33%
PFD
CCT
0.33%
COM
DIS
0.33%
COM DISNEY
PCG
0.32%
COM
NEA
0.3%
COM
RA
0.3%
SHS BEN INT
SPY
0.29%
TR UNIT
FEN
0.28%
COM
JPIN
0.28%
DIV RTN INT EQ
GM
0.27%
COM
MDT
0.26%
SHS
MUJ
0.26%
COM
OZRK
0.26%
COM
XOM
0.26%
COM
FLOT
0.25%
FLTG RATE BD ETF
SCHG
0.23%
US LCAP GR ETF
PENNYMAC...
0.22%
PFD
DXJ
0.22%
JAPN HEDGE EQT
C
0.21%
COM NEW
RLJE
0.2%
COM NEW
GG
0.2%
COM
JQC
0.19%
COM SHS
HDP
0.19%
COM
BIT
0.18%
COM
EFC
0.17%
COM
BA
0.17%
COM
APOLLO C...
0.17%
PFD
TYG
0.16%
COM
LADR
0.16%
CL A
NTC
0.16%
COM
VTR
0.16%
COM
VCV
0.15%
COM
SCHD
0.15%
US DIVIDEND EQ
BBT
0.14%
COM
NID
0.14%
COM
COP
0.13%
COM
VOO
0.13%
SHS
CELG
0.13%
COM
GLD
0.13%
GOLD SHS
UNP
0.12%
COM
ABR
0.12%
COM
F
0.12%
COM PAR $0.01
WELLS FA...
0.11%
PFD
CYS INVE...
0.11%
PFD
ETP
0.11%
UNIT LTD PRT INT
CMCSA
0.11%
CL A
CRM
0.1%
COM
CHIMERA ...
0.1%
PFD
DXC
0.1%
COM
PEP
0.1%
COM
BPK
0.1%
COM
XLE
0.1%
SBI INT-ENERGY
TWO
0.09%
COM NEW
GOOG
0.09%
CAP STK CL C
EAD
0.09%
COM SHS
JPS
0.09%
COM
IMPV
0.08%
COM
BKK
0.08%
COM SHS
RRC
0.08%
COM
HBAN
0.08%
COM
BABA
0.07%
SPONSORED ADS
BTZ
0.07%
COM
SLB
0.07%
COM
PAA
0.07%
UNIT LTD PARTN
TBF
0.07%
SHRT 20+YR TRE
TWO HARB...
0.06%
PFD
SKY
0.06%
COM
MORGAN S...
0.06%
PFD
ALXN
0.06%
COM
DB CONT ...
0.06%
PFD
IYY
0.06%
DOW JONES US ETF
KRE
0.05%
S&P REGL BKG
ENX
0.05%
COM
PM
0.05%
COM
UBOH
0.05%
COM
SPLK
0.05%
COM
HD
0.05%
COM
TWTR
0.05%
COM
USMV
0.05%
USA MIN VOL ETF
CSLT
0.05%
CL B
EVV
0.05%
COM
NRZ
0.04%
COM NEW
IIM
0.04%
COM
IOVA
0.04%
COM
IHE
0.04%
U.S. PHARMA ETF
VVR
0.04%
COM
IESC
0.04%
COM
XLF
0.04%
SBI INT-FINL
BNJ
0.04%
SH BEN INT
DB
0.04%
NAMEN AKT
NVTR
0.04%
COM
CSOD
0.04%
COM
IWF
0.04%
RUS 1000 GRW ETF
DSU
0.04%
COM NEW
IVV
0.04%
CORE S&P500 ETF
AVXL
0.04%
COM NEW
TSLA
0.03%
COM
ETW
0.03%
COM
DVY
0.03%
SELECT DIVID ETF
ANDV
0.03%
COM
GAZPROM ...
0.03%
ADR
AGN
0.03%
SHS
MHN
0.03%
COM
ANNALY C...
0.03%
PFD
STL
0.03%
COM
NFLX
0.03%
COM
YELP
0.03%
CL A
OMEX
0.03%
COM NEW
ITO EN L...
0.03%
COM
JCO
0.03%
COM
EPI
0.03%
INDIA ERNGS FD
NLR
0.03%
URANIUM NUCLEAR
BGCP
0.03%
CL A
ABBV
0.03%
COM
VXUS
0.03%
VG TL INTL STK F
SCHV
0.02%
US LCAP VA ETF
FRT
0.02%
SH BEN INT NEW
EEM
0.02%
MSCI EMG MKT ETF
XBI
0.02%
S&P BIOTECH
HIO
0.02%
COM
SHPG
0.02%
SPONSORED ADR
QCOM
0.02%
COM
BCS
0.02%
ADR
VCIT
0.02%
INT-TERM CORP
FEYE
0.02%
COM
AVB
0.02%
COM
ONVO
0.02%
COM
ACN
0.02%
SHS CLASS A
FCAU
0.02%
SHS
BIIB
0.02%
COM
WMT
0.02%
COM
TENCENT ...
0.02%
ADR
MS
0.02%
COM NEW
KHC
0.02%
COM
ROK
0.02%
COM
APC
0.02%
COM
KKR
0.02%
COM UNITS
IEMG
0.02%
CORE MSCI EMKT
PJT
0.02%
COM CL A
MPC
0.02%
COM
GS
0.02%
COM
VST
0.02%
COM
UAL
0.02%
COM
VTV
0.02%
VALUE ETF
AXP
0.02%
COM
FOXA
0.02%
CL A
ECL
0.02%
COM
GSK
0.02%
SPONSORED ADR
ESRX
0.02%
COM
FNDE
0.02%
SCHWB FDT EMK LG
PDI
0.02%
SHS
BRIDGEST...
0.02%
COM
BK
0.02%
COM
VWO
0.02%
FTSE EMR MKT ETF
CRL
0.02%
COM
IYH
0.02%
US HLTHCARE ETF
VIG
0.02%
DIV APP ETF
PHO
0.02%
WATER RESOURCE
JBLU
0.02%
COM
SPY
0.02%
PUT
ABX
0.02%
COM
QQQ
0.02%
PUT
MU
0.02%
COM
CENTERRA...
0.02%
COM
GE
0.01%
COM
AIG
0.01%
COM NEW
MMM
0.01%
COM
OIH
0.01%
OIL SVCS ETF
DWDP
0.01%
COM
PJP
0.01%
DYN PHRMA PORT
DUK
0.01%
COM NEW
FLKS
0.01%
COM
NKE
0.01%
CL B
NYCB
0.01%
COM
CSQ
0.01%
COM SH BEN INT
A
0.01%
COM
LMT
0.01%
COM
MSG
0.01%
CL A
BOTZ
0.01%
RBTCS ARTFL IN
SVXY
0.01%
SHT VIX ST TRM
NEW YORK...
0.01%
PFD
ADIDAS A...
0.01%
ADR
PCI
0.01%
COM SHS
NYMT
0.01%
COM PAR $.02
FNDB
0.01%
SCHWAB FDT US BM
NVDA
0.01%
COM
SIRI
0.01%
COM
UTF
0.01%
COM
JPST
0.01%
ULTRA SHRT INC
BLK
0.01%
COM
WBC
0.01%
COM
RCS
0.01%
COM
ARMOUR R...
0.01%
PFD
LLY
0.01%
COM
AR
0.01%
COM
VYM
0.01%
HIGH DIV YLD
ADP
0.01%
COM
HP
0.01%
COM
EVJ
0.01%
SH BEN INT
FCX
0.01%
COM
TOT
0.01%
SPONSORED ADR
GOLD
0.01%
ADR
AINV
0.01%
COM
XRX
0.01%
COM NEW
ABB
0.01%
SPONSORED ADR
ARWR
0.01%
COM
AZN
0.01%
SPONSORED ADR
MCA
0.01%
COM
BTT
0.01%
COM SHS BEN IN
AMGN
0.01%
COM
VFH
0.01%
FINANCIALS ETF
MRO
0.01%
COM
VNO
0.01%
SH BEN INT
GWPH
0.01%
ADS
SWN
0.01%
COM
CHCO
0.01%
COM
HON
0.01%
COM
AVEO
0.01%
COM
MTB
0.01%
COM
XLK
0.01%
TECHNOLOGY
KBR
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
BHGE
0.01%
CL A
MO
0.01%
COM
O
0.01%
COM
TIER
0.01%
COM NEW
TJX
0.01%
COM
OXY
0.01%
COM
GDV
0.01%
COM
BCX
0.01%
SHS
FIRST RE...
0.01%
PFD
FIT
0.01%
CL A
PXD
0.01%
COM
PFLT
0.01%
COM
BANK OF ...
0.01%
PFD
JPMORGAN...
0.01%
PFD
PNQI
0.01%
NASD INTNT ETF
TPR
0.01%
COM
NKX
0.01%
COM
IJR
0.01%
CORE S&P SCP ETF
MC
0.01%
CL A
SL GREEN...
0.01%
PFD
AG MORTG...
0.01%
PFD
ASHFORD ...
0.01%
PFD
JWN
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
XME
0.01%
S&P METALS MNG
IP
0.01%
COM
KIM
0.01%
COM
HPQ
0.01%
COM
STWD
0.01%
COM
NIE
0.01%
COM
SHOO
0.01%
COM
NGVC
0.01%
COM
SHAK
0.01%
CL A
TGT
0.01%
COM
WIZARD W...
0.01%
COM
BB
0.01%
COM
NEW YORK...
0.01%
PFD
HA
0.01%
CALL
SALON ME...
0.01%
COM
FANNIE M...
0.01%
PFD
HIX
0.01%
COM
CHRW
0.01%
COM NEW
SAN
0.01%
ADR
KBE
0.01%
S&P BK ETF
SCHX
0.01%
US LRG CAP ETF
ISBC
< 0.01%
COM
ESV
< 0.01%
SHS CLASS A
CNP
< 0.01%
COM
KF
< 0.01%
COM NEW
MA
< 0.01%
CL A
GAL
< 0.01%
GLOBL ALLO ETF
HRL
< 0.01%
COM
PSX
< 0.01%
COM
BMY
< 0.01%
COM
CBRL
< 0.01%
COM
AMJ
< 0.01%
ALERIAN ML ETN
FNDA
< 0.01%
SCHWAB FDT US SC
NSRGY
< 0.01%
COM
LUK
< 0.01%
CALL
FOLD
< 0.01%
COM
ODFL
< 0.01%
COM
MAIN
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
ARI
< 0.01%
COM
EXC
< 0.01%
COM
AMP
< 0.01%
COM
RVNC
< 0.01%
COM
LARE
< 0.01%
TIERRA XP LATIN
EYES
< 0.01%
COM
APTS
< 0.01%
COM
OTTR
< 0.01%
COM
LUV
< 0.01%
COM
V
< 0.01%
COM CL A
MLCO
< 0.01%
ADR
MET
< 0.01%
COM
BOE
< 0.01%
COM
FANNIE M...
< 0.01%
COM
FULT
< 0.01%
COM
INVENTRU...
< 0.01%
REIT
RDS/B
< 0.01%
SPON ADR B
LDOS
< 0.01%
COM
RCG
< 0.01%
COM
DB
< 0.01%
CALL
CHN
< 0.01%
COM
USD
< 0.01%
PSHS ULT SEMICDT
BKD
< 0.01%
COM
COMM
< 0.01%
COM
AVXL
< 0.01%
CALL
GSAT
< 0.01%
COM
LONGFOR ...
< 0.01%
ADR
LULU
< 0.01%
COM
X
< 0.01%
COM
PGR
< 0.01%
COM
SCHW
< 0.01%
COM
IJK
< 0.01%
S&P MC 400GR ETF
WHR
< 0.01%
COM
BIB
< 0.01%
PSHS ULT NASB
LAZ
< 0.01%
SHS A
PJC
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
NVAX
< 0.01%
COM
BXMT
< 0.01%
COM CL A
STM
< 0.01%
NY REGISTRY
LOW
< 0.01%
COM
FLO
< 0.01%
COM
SOFTBANK...
< 0.01%
ADR
NOK
< 0.01%
SPONSORED ADR
CBS
< 0.01%
CL B
SGDM
< 0.01%
SPROTT GL MINE
COASTAL ...
< 0.01%
COM
TTGT
< 0.01%
COM
TEVA
< 0.01%
ADR
UBA
< 0.01%
CL A
VNQ
< 0.01%
REIT ETF
WDR
< 0.01%
CL A
XNET
< 0.01%
SPONSORED ADR
DIN
< 0.01%
COM
OXLC
< 0.01%
COM
KTOS
< 0.01%
COM NEW
OKTA
< 0.01%
CL A
GBT
< 0.01%
COM
KR
< 0.01%
COM
NVO
< 0.01%
ADR
MDLZ
< 0.01%
CL A
TWX
< 0.01%
COM NEW
TAO
< 0.01%
GUGG CHN RL EST
EDD
< 0.01%
COM
ADM
< 0.01%
COM
PMT
< 0.01%
COM
VLT
< 0.01%
COM
FAST
< 0.01%
COM
STML
< 0.01%
COM
VIA
< 0.01%
CL A
NVG
< 0.01%
COM
PHG
< 0.01%
NY REG SH NEW
ALLY
< 0.01%
COM
VBR
< 0.01%
SM CP VAL ETF
PYPL
< 0.01%
COM
NLY
< 0.01%
COM
NFG
< 0.01%
COM
COST
< 0.01%
COM
GMZ
< 0.01%
SHS
AGNC
< 0.01%
COM
IJH
< 0.01%
CORE S&P MCP ETF
TMP
< 0.01%
COM
JBGS
< 0.01%
COM
BAH
< 0.01%
CL A
ATVI
< 0.01%
COM
DVN
< 0.01%
COM
VER
< 0.01%
COM
PSEC
< 0.01%
COM
CTRP
< 0.01%
AMERICAN DEP SHS
MYE
< 0.01%
COM
JPMORGAN...
< 0.01%
PFD
NSU
< 0.01%
COM
EOI
< 0.01%
COM
ARCC
< 0.01%
COM
NINTENDO...
< 0.01%
ADR
SBUX
< 0.01%
COM
VIAB
< 0.01%
CL B
TTOO
< 0.01%
COM
ANET
< 0.01%
COM
FENC
< 0.01%
COM
BITCOIN ...
< 0.01%
CEF
BOX
< 0.01%
CL A
FDX
< 0.01%
COM
AXS
< 0.01%
SHS
YUM
< 0.01%
COM
CHK
< 0.01%
COM
ES
< 0.01%
COM
LNG
< 0.01%
COM NEW
CLDR
< 0.01%
COM
PACIFIC ...
< 0.01%
PFD
SSYS
< 0.01%
SHS
SPH
< 0.01%
UNIT LTD PARTN
BGS
< 0.01%
COM
PBT
< 0.01%
UNIT BEN INT
XHB
< 0.01%
S&P HOMEBUILD
DOC
< 0.01%
COM
PROMIS N...
< 0.01%
COM
HNP
< 0.01%
SPON ADR H SHS
HIGHLAND...
< 0.01%
REIT
DBX
< 0.01%
CL A
GOOD
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
MCD
< 0.01%
COM
UE
< 0.01%
COM
CUTR
< 0.01%
COM
CABCO TR...
< 0.01%
PFD
HCP
< 0.01%
COM
SCHE
< 0.01%
EMRG MKTEQ ETF
CANOPY G...
< 0.01%
COM
STO
< 0.01%
SPONSORED ADR
BKCC
< 0.01%
COM
VLO
< 0.01%
COM
BSX
< 0.01%
COM
NMFC
< 0.01%
COM
SNR
< 0.01%
COM
SPHS
< 0.01%
COM NEW
WFT
< 0.01%
ORD
SPXS
< 0.01%
DLY S&P500 BR 3X
AURORA C...
< 0.01%
COM
JPC
< 0.01%
COM
OCN
< 0.01%
COM NEW
LUNDIN G...
< 0.01%
COM
MIC
< 0.01%
MEMBERSHIP INT
HOLX
< 0.01%
COM
WBK
< 0.01%
SPONSORED ADR
WGO
< 0.01%
COM
MEDRELEA...
< 0.01%
COM
TXMD
< 0.01%
COM
SOUTHERN...
< 0.01%
PFD
KEYS
< 0.01%
COM
IVAC
< 0.01%
COM
IWD
< 0.01%
RUS 1000 VAL ETF
AMD
< 0.01%
COM
EWY
< 0.01%
MSCI STH KOR ETF
KW
< 0.01%
COM
TRGP
< 0.01%
COM
XYL
< 0.01%
COM
CAT
< 0.01%
COM
PACIFIC ...
< 0.01%
PFD
CI
< 0.01%
COM
GLPI
< 0.01%
COM
SUPREME ...
< 0.01%
COM
SNAP
< 0.01%
CL A
OZM
< 0.01%
CL A
DNKN
< 0.01%
COM
SOUTHERN...
< 0.01%
PFD
HYT
< 0.01%
COM
CHD
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
GPMT
< 0.01%
COM
QQQ
< 0.01%
UNIT SER 1
WILC
< 0.01%
ORD
NVCR
< 0.01%
ORD SHS
PTLA
< 0.01%
COM
CSX
< 0.01%
COM
CX
< 0.01%
SPON ADR NEW
PATK
< 0.01%
COM
AA
< 0.01%
COM
HAL
< 0.01%
COM
BXE
< 0.01%
COM NEW
TMO
< 0.01%
COM
TERRA TE...
< 0.01%
COM
NRG
< 0.01%
COM NEW
ACM
< 0.01%
COM
AXON
< 0.01%
COM
RRD
< 0.01%
WHEN ISSUED
ADVM
< 0.01%
COM
UAA
< 0.01%
CL A
MOTORS L...
< 0.01%
UNIT
ZNGA
< 0.01%
CL A
CMG
< 0.01%
COM
TK
< 0.01%
COM
ADXS
< 0.01%
COM NEW
CRIMSON ...
< 0.01%
COM
CMLS
< 0.01%
CL A NEW
QCP
< 0.01%
COM
QBAK
< 0.01%
COM NEW
UFPI
< 0.01%
COM
NCR
< 0.01%
COM
DFIN
< 0.01%
COM
RIOT
< 0.01%
COM
ROCHE HO...
< 0.01%
ADR
TMQ
< 0.01%
COM
GLUU
< 0.01%
COM
LKM
< 0.01%
CL A
NG
< 0.01%
COM NEW
FANNIE M...
< 0.01%
PFD
OCLR
< 0.01%
COM NEW
STRATA O...
< 0.01%
COM
FTR
< 0.01%
COM NEW
CQQQ
< 0.01%
GUGG CHN TECH
AQB
< 0.01%
COM NEW
IMPACT F...
< 0.01%
COM
TDC
< 0.01%
COM
LKSD
< 0.01%
COM
XES
< 0.01%
OILGAS EQUIP
TRV
< 0.01%
COM
SBRA
< 0.01%
COM
CANNABIS...
< 0.01%
COM
AMERICAN...
< 0.01%
COM
WLL
< 0.01%
COM NEW
SCHA
< 0.01%
US SML CAP ETF
FNDF
< 0.01%
SCHWB FDT INT LG
BWEN
< 0.01%
COM NEW
ANNALY C...
0.15%
PFD
ECN CAPI...
0.09%
COM
AKS
0.08%
COM
ACRE
0.05%
COM
OSTK
0.04%
COM
EFA
0.03%
MSCI EAFE ETF
FEBRUARY...
0.03%
CALL
ONCE
0.01%
COM
ICPT
0.01%
COM
PHK
0.01%
COM SHS
SFL
0.01%
SHS
MASSROOT...
0.01%
COM
IWY
0.01%
RUS TP200 GR ETF
SDS
0.01%
ULTRASHRT S&P500
FRC
0.01%
COM
SCHB
0.01%
US BRD MKT ETF
MOS
0.01%
COM
IVR
< 0.01%
COM
EXG
< 0.01%
COM
RARE
< 0.01%
COM
ATHX
< 0.01%
COM
USO
< 0.01%
CALL
CCLP
< 0.01%
COM UNIT
JUNO
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
JPEM
< 0.01%
DIV RTN EM EQT
ARNC
< 0.01%
COM
USO
< 0.01%
UNITS
AUY
< 0.01%
COM
ECTE
< 0.01%
COM NEW
THC
< 0.01%
COM NEW
AB
< 0.01%
CALL
JANUARY ...
< 0.01%
CALL
BHF
< 0.01%
COM
RSO
< 0.01%
COM NEW
BVXV
< 0.01%
SPOND ADS
NQ
< 0.01%
ADR REPSTG CL A
NATIONAL...
< 0.01%
ADR