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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
60
20
31
4
8
3
54
16
30
EDGE WEALTH MANAGEMENT LLC

Time Period2017-12-31

Total Holdings538

Total Value ($x1000)353,055
Activities
New72

Increased83

Unchanged292

Decreased91

Sold Out68

Top 10 Stock Holdingstotal 40.08%
AAPL4.85

AMLP4.85

GOOGL4.72

MSFT4.59

CSCO3.82

 
BP3.62

PFF3.58

INTC3.52

PFE3.28

T3.25

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.85%
COM
AMLP
4.85%
ALERIAN MLP
GOOGL
4.72%
CAP STK CL A
MSFT
4.59%
COM
CSCO
3.82%
COM
BP
3.62%
SPONSORED ADR
PFF
3.58%
U.S. PFD STK ETF
INTC
3.52%
COM
PFE
3.28%
COM
T
3.25%
COM
BAC
3.08%
COM
BRK.B
2.75%
CL B NEW
JPM
2.64%
COM
GE
2.31%
COM
GILD
2.27%
COM
GD
2.27%
COM
HEDJ
2.06%
EUROPE HEDGED EQ
JNJ
1.9%
COM
MRK
1.8%
COM
ETN
1.79%
SHS
VZ
1.52%
COM
PCG
1.42%
COM
DAL
1.32%
COM NEW
NRK
1.27%
COM
SANTA CR...
1.18%
COM
IBM
1.01%
COM
EPD
0.92%
COM
ORCL
0.9%
COM
AMZN
0.82%
COM
UTX
0.8%
COM
KYN
0.76%
COM
MMP
0.74%
COM UNIT RP LP
AGNC INV...
0.7%
PFD
RTN
0.65%
COM NEW
CVX
0.62%
COM
HAL
0.62%
COM
VCSH
0.61%
SHRT TRM CORP BD
CEM
0.6%
COM
CVS
0.55%
COM
ANNALY C...
0.49%
PFD
CELG
0.48%
COM
WFC
0.46%
COM
DIS
0.44%
COM DISNEY
GDX
0.43%
GOLD MINERS ETF
INVESCO ...
0.41%
PFD
UPS
0.41%
CL B
FEN
0.39%
COM
FB
0.36%
CL A
SHPG
0.36%
SPONSORED ADR
MINT
0.36%
ENHAN SHRT MAT
GM
0.33%
COM
XOM
0.31%
COM
JQC
0.29%
COM SHS
MDT
0.28%
SHS
OZRK
0.28%
COM
RA
0.27%
SHS BEN INT
CYS INVE...
0.26%
PFD
NXJ
0.26%
COM
DXJ
0.24%
JAPN HEDGE EQT
JPIN
0.24%
DIV RTN INT EQ
EEMV
0.24%
EM MK MINVOL ETF
NEA
0.24%
COM
C
0.24%
COM NEW
ANNALY C...
0.23%
PFD
PMT
0.23%
COM
SCHG
0.23%
US LCAP GR ETF
TYG
0.22%
COM
ALXN
0.21%
COM
BA
0.21%
COM
BIT
0.2%
COM
IESC
0.2%
COM
APOLLO C...
0.19%
PFD
SPY
0.18%
TR UNIT
RLJE
0.17%
COM NEW
PENNYMAC...
0.17%
PFD
GG
0.17%
COM
MUJ
0.16%
COM
CITIGROU...
0.16%
PFD
VCV
0.16%
COM
SCHD
0.16%
US DIVIDEND EQ
HDP
0.15%
COM
SKY
0.15%
COM
ANNALY C...
0.15%
PFD
VOO
0.14%
SHS
NID
0.14%
COM
NTC
0.14%
COM
TBF
0.14%
SHRT 20+YR TRE
COP
0.13%
COM
WELLS FA...
0.13%
PFD
UNP
0.13%
COM
UBOH
0.13%
COM
CMCSA
0.12%
CL A
LADR
0.12%
CL A
BPK
0.12%
COM
PEP
0.12%
COM
NEW YORK...
0.12%
PFD
RRC
0.11%
COM
F
0.11%
COM PAR $0.01
GLD
0.11%
GOLD SHS
XLE
0.11%
SBI INT-ENERGY
EAD
0.11%
COM SHS
DXC
0.1%
COM
GOOG
0.1%
CAP STK CL C
CRM
0.1%
COM
UAL
0.1%
COM
BKK
0.1%
COM SHS
ARMOUR R...
0.09%
PFD
BTZ
0.09%
COM
ECN CAPI...
0.09%
COM
HYT
0.08%
COM
AKS
0.08%
COM
HBAN
0.08%
COM
WGO
0.08%
COM
EFC
0.08%
COM
BABA
0.07%
SPONSORED ADS
AMJ
0.07%
ALERIAN ML ETN
DSU
0.07%
COM NEW
TOT
0.07%
SPONSORED ADR
VVR
0.07%
COM
EVV
0.07%
COM
PM
0.06%
COM
ENX
0.06%
COM
MORGAN S...
0.06%
PFD
DB CONT ...
0.06%
PFD
IYY
0.06%
DOW JONES US ETF
TWO
0.06%
COM NEW
HD
0.06%
COM
SCHV
0.06%
US LCAP VA ETF
KRE
0.06%
S&P REGL BKG
ETP
0.06%
UNIT LTD PRT INT
CSLT
0.05%
CL B
ACRE
0.05%
COM
ABR
0.05%
COM
XLF
0.05%
SBI INT-FINL
IIM
0.05%
COM
IHE
0.05%
U.S. PHARMA ETF
EEM
0.05%
MSCI EMG MKT ETF
JPS
0.05%
COM
SPLK
0.05%
COM
AVXL
0.05%
COM NEW
REM
0.05%
MTG REL ETF NEW
SLB
0.05%
COM
PG
0.04%
COM
TSLA
0.04%
COM
FNDB
0.04%
SCHWAB FDT US BM
IOVA
0.04%
COM
ANDV
0.04%
COM
IVV
0.04%
CORE S&P500 ETF
IWF
0.04%
RUS 1000 GRW ETF
IWM
0.04%
RUSSELL 2000 ETF
IBB
0.04%
NASDQ BIOTEC ETF
VCIT
0.04%
INT-TERM CORP
ETW
0.04%
COM
OSTK
0.04%
COM
MHN
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
CSOD
0.04%
COM
STL
0.04%
COM
TXMD
0.04%
COM
VXUS
0.03%
VG TL INTL STK F
AGN
0.03%
SHS
TWTR
0.03%
COM
GAZPROM ...
0.03%
ADR
BGCP
0.03%
CL A
JCO
0.03%
COM
KKR
0.03%
COM UNITS
YELP
0.03%
CL A
FRT
0.03%
SH BEN INT NEW
ITO EN L...
0.03%
COM
EPI
0.03%
INDIA ERNGS FD
EFA
0.03%
MSCI EAFE ETF
FEBRUARY...
0.03%
CALL
NLR
0.03%
URANIUM NUCLEAR
KHC
0.03%
COM
SNAP
0.03%
CL A
HIO
0.03%
COM
CHIMERA ...
0.03%
PFD
AVB
0.03%
COM
ROK
0.02%
COM
WMT
0.02%
COM
QCOM
0.02%
COM
ACN
0.02%
SHS CLASS A
MS
0.02%
COM NEW
NFLX
0.02%
COM
AXP
0.02%
COM
ESRX
0.02%
COM
GSK
0.02%
SPONSORED ADR
VTV
0.02%
VALUE ETF
FEYE
0.02%
COM
ABX
0.02%
COM
BRIDGEST...
0.02%
COM
APC
0.02%
COM
BK
0.02%
COM
GS
0.02%
COM
ECL
0.02%
COM
MPC
0.02%
COM
FCX
0.02%
COM
CRL
0.02%
COM
PDI
0.02%
SHS
FOXA
0.02%
CL A
USMV
0.02%
USA MIN VOL ETF
VIG
0.02%
DIV APP ETF
IYH
0.02%
US HLTHCARE ETF
EVJ
0.02%
SH BEN INT
VST
0.02%
COM
PJP
0.02%
DYN PHRMA PORT
VWO
0.02%
FTSE EMR MKT ETF
PHO
0.02%
WATER RESOURCE
UAA
0.02%
CL A
TENCENT ...
0.02%
ADR
AIG
0.02%
COM NEW
MMM
0.02%
COM
DWDP
0.02%
COM
OIH
0.02%
OIL SVCS ETF
ONVO
0.02%
COM
BHGE
0.01%
CL A
CENTERRA...
0.01%
COM
FNDF
0.01%
SCHWB FDT INT LG
NVTR
0.01%
COM
CSQ
0.01%
COM SH BEN INT
A
0.01%
COM
NEW YORK...
0.01%
PFD
NYCB
0.01%
COM
OMEX
0.01%
COM NEW
UTF
0.01%
COM
BMY
0.01%
COM
PXD
0.01%
COM
RCS
0.01%
COM
ONCE
0.01%
COM
LMT
0.01%
COM
GOLD
0.01%
ADR
WBC
0.01%
COM
LLY
0.01%
COM
ICPT
0.01%
COM
PCI
0.01%
COM SHS
NKE
0.01%
CL B
BBT
0.01%
COM
MSG
0.01%
CL A
ADP
0.01%
COM
BLK
0.01%
COM
VYM
0.01%
HIGH DIV YLD
PHK
0.01%
COM SHS
ABB
0.01%
SPONSORED ADR
AINV
0.01%
COM
AR
0.01%
COM
HP
0.01%
COM
ADIDAS A...
0.01%
ADR
TJX
0.01%
COM
SFL
0.01%
SHS
NVDA
0.01%
COM
SIRI
0.01%
COM
BTT
0.01%
COM SHS BEN IN
XRX
0.01%
COM NEW
VNO
0.01%
SH BEN INT
AZN
0.01%
SPONSORED ADR
KBR
0.01%
COM
MRO
0.01%
COM
MC
0.01%
CL A
AMGN
0.01%
COM
FLKS
0.01%
COM
JPC
0.01%
COM
TGT
0.01%
COM
VFH
0.01%
FINANCIALS ETF
NYMT
0.01%
COM PAR $.02
MO
0.01%
COM
STWD
0.01%
COM
O
0.01%
COM
HON
0.01%
COM
IWY
0.01%
RUS TP200 GR ETF
CHCO
0.01%
COM
OXY
0.01%
COM
MASSROOT...
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
TIER
0.01%
COM NEW
DNKN
0.01%
COM
BCX
0.01%
SHS
GDV
0.01%
COM
GBT
0.01%
COM
XLK
0.01%
TECHNOLOGY
FANNIE M...
0.01%
PFD
AVEO
0.01%
COM
KIM
0.01%
COM
SDS
0.01%
ULTRASHRT S&P500
BANK OF ...
0.01%
PFD
PFLT
0.01%
COM
MTB
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
GWPH
0.01%
ADS
FRC
0.01%
COM
JPMORGAN...
0.01%
PFD
XME
0.01%
S&P METALS MNG
IP
0.01%
COM
AG MORTG...
0.01%
PFD
SL GREEN...
0.01%
PFD
IJR
0.01%
CORE S&P SCP ETF
ASHFORD ...
0.01%
PFD
PNQI
0.01%
NASD INTNT ETF
NKX
0.01%
COM
GSAT
0.01%
COM
SHOO
0.01%
COM
JWN
0.01%
COM
SPXS
0.01%
DLY S&P500 BR 3X
SWN
0.01%
COM
TPR
0.01%
COM
PAA
0.01%
UNIT LTD PARTN
NIE
0.01%
COM
SCHB
0.01%
US BRD MKT ETF
SHAK
0.01%
CL A
HIX
0.01%
COM
NRZ
0.01%
COM NEW
MOS
0.01%
COM
CNP
0.01%
COM
SCHX
0.01%
US LRG CAP ETF
SAN
0.01%
ADR
BBRY
0.01%
COM
BKD
0.01%
COM
NVAX
0.01%
COM
KBE
0.01%
S&P BK ETF
GAL
0.01%
GLOBL ALLO ETF
HRL
0.01%
COM
ARWR
0.01%
COM
KF
0.01%
COM NEW
ISBC
0.01%
COM
VNQ
< 0.01%
REIT ETF
CHRW
< 0.01%
COM NEW
PSX
< 0.01%
COM
DB
< 0.01%
NAMEN AKT
IVR
< 0.01%
COM
FCAU
< 0.01%
SHS
NSRGY
< 0.01%
COM
LUV
< 0.01%
COM
AMP
< 0.01%
COM
RCG
< 0.01%
COM
BOE
< 0.01%
COM
FNDA
< 0.01%
SCHWAB FDT US SC
XNET
< 0.01%
SPONSORED ADR
WIZARD W...
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
ARI
< 0.01%
COM
EXG
< 0.01%
COM
CBRL
< 0.01%
COM
MA
< 0.01%
CL A
EYES
< 0.01%
COM
OTTR
< 0.01%
COM
MLCO
< 0.01%
ADR
EXC
< 0.01%
COM
MET
< 0.01%
COM
ODFL
< 0.01%
COM
V
< 0.01%
COM CL A
ATHX
< 0.01%
COM
RARE
< 0.01%
COM
USO
< 0.01%
CALL
FULT
< 0.01%
COM
RDS/B
< 0.01%
SPON ADR B
CHN
< 0.01%
COM
LDOS
< 0.01%
COM
LOW
< 0.01%
COM
SCHW
< 0.01%
COM
USD
< 0.01%
PSHS ULT SEMICDT
VTR
< 0.01%
COM
X
< 0.01%
COM
SNR
< 0.01%
COM
MAIN
< 0.01%
COM
LULU
< 0.01%
COM
BIB
< 0.01%
PSHS ULT NASB
PGR
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
COMM
< 0.01%
COM
WHR
< 0.01%
COM
COASTAL ...
< 0.01%
COM
IJK
< 0.01%
S&P MC 400GR ETF
SOFTBANK...
< 0.01%
ADR
TEVA
< 0.01%
ADR
WDR
< 0.01%
CL A
BXMT
< 0.01%
COM CL A
PJC
< 0.01%
COM
CBS
< 0.01%
CL B
CCLP
< 0.01%
COM UNIT
STM
< 0.01%
NY REGISTRY
NVO
< 0.01%
ADR
DVN
< 0.01%
COM
UBA
< 0.01%
CL A
LONGFOR ...
< 0.01%
ADR
LUK
< 0.01%
CALL
OXLC
< 0.01%
COM
LAZ
< 0.01%
SHS A
SGDM
< 0.01%
SPROTT GL MINE
ABBV
< 0.01%
COM
EDD
< 0.01%
COM
VLT
< 0.01%
COM
TWX
< 0.01%
COM NEW
NOK
< 0.01%
SPONSORED ADR
MYE
< 0.01%
COM
VBR
< 0.01%
SM CP VAL ETF
CUTR
< 0.01%
COM
FLO
< 0.01%
COM
TAO
< 0.01%
GUGG CHN RL EST
CHK
< 0.01%
COM
NVG
< 0.01%
COM
GMZ
< 0.01%
SHS
MDLZ
< 0.01%
CL A
NFG
< 0.01%
COM
AGNC
< 0.01%
COM
XBI
< 0.01%
S&P BIOTECH
TMP
< 0.01%
COM
ADM
< 0.01%
COM
JBGS
< 0.01%
COM
NLY
< 0.01%
COM
ALLY
< 0.01%
COM
ARCC
< 0.01%
COM
BAH
< 0.01%
CL A
STML
< 0.01%
COM
EOI
< 0.01%
COM
IJH
< 0.01%
CORE S&P MCP ETF
TTGT
< 0.01%
COM
PHG
< 0.01%
NY REG SH NEW
BGS
< 0.01%
COM
NSU
< 0.01%
COM
VER
< 0.01%
COM
FAST
< 0.01%
COM
DIN
< 0.01%
COM
GPMT
< 0.01%
COM
COST
< 0.01%
COM
PYPL
< 0.01%
COM
GOOD
< 0.01%
COM
MIC
< 0.01%
MEMBERSHIP INT
PACIFIC ...
< 0.01%
PFD
LNG
< 0.01%
COM NEW
FDX
< 0.01%
COM
BITCOIN ...
< 0.01%
CEF
VIA
< 0.01%
CL A
VIAB
< 0.01%
CL B
PSEC
< 0.01%
COM
MCD
< 0.01%
COM
QQQ
< 0.01%
UNIT SER 1
JPMORGAN...
< 0.01%
PFD
BOX
< 0.01%
CL A
ES
< 0.01%
COM
WFT
< 0.01%
ORD
CTRP
< 0.01%
AMERICAN DEP SHS
SSYS
< 0.01%
SHS
HCP
< 0.01%
COM
UE
< 0.01%
COM
ANET
< 0.01%
COM
XHB
< 0.01%
S&P HOMEBUILD
HBC
< 0.01%
SPON ADR NEW
KR
< 0.01%
COM
SBUX
< 0.01%
COM
SPH
< 0.01%
UNIT LTD PARTN
DOC
< 0.01%
COM
YUM
< 0.01%
COM
CABCO TR...
< 0.01%
PFD
AXS
< 0.01%
SHS
SPHS
< 0.01%
COM NEW
JUNO
< 0.01%
COM
BKCC
< 0.01%
COM
VLO
< 0.01%
COM
HNP
< 0.01%
SPON ADR H SHS
NMFC
< 0.01%
COM
WBK
< 0.01%
SPONSORED ADR
STO
< 0.01%
SPONSORED ADR
HOLX
< 0.01%
COM
PBT
< 0.01%
UNIT BEN INT
ADNT
< 0.01%
ORD SHS
KW
< 0.01%
COM
PACIFIC ...
< 0.01%
PFD
LUNDIN G...
< 0.01%
COM
IVAC
< 0.01%
COM
GLPI
< 0.01%
COM
IWD
< 0.01%
RUS 1000 VAL ETF
JPEM
< 0.01%
DIV RTN EM EQT
PTLA
< 0.01%
COM
OCN
< 0.01%
COM NEW
TRGP
< 0.01%
COM
BCS
< 0.01%
ADR
ADXS
< 0.01%
COM NEW
XYL
< 0.01%
COM
KEYS
< 0.01%
COM
CHD
< 0.01%
COM
SOUTHERN...
< 0.01%
PFD
OZM
< 0.01%
CL A
BXE
< 0.01%
COM NEW
SOUTHERN...
< 0.01%
PFD
AMD
< 0.01%
COM
EWY
< 0.01%
MSCI STH KOR ETF
USO
< 0.01%
UNITS
RIOT
< 0.01%
COM
WILC
< 0.01%
ORD
ARNC
< 0.01%
COM
PATK
< 0.01%
COM
CX
< 0.01%
SPON ADR NEW
NCR
< 0.01%
COM
ZNGA
< 0.01%
CL A
STRATA O...
< 0.01%
COM
ADVM
< 0.01%
COM
ACM
< 0.01%
COM
AUY
< 0.01%
COM
CMG
< 0.01%
COM
CSX
< 0.01%
COM
BWEN
< 0.01%
COM NEW
BHF
< 0.01%
COM
JANUARY ...
< 0.01%
CALL
NVCR
< 0.01%
ORD SHS
FANNIE M...
< 0.01%
PFD
NATIONAL...
< 0.01%
ADR
NQ
< 0.01%
ADR REPSTG CL A
AXON
< 0.01%
COM
AA
< 0.01%
COM
NRG
< 0.01%
COM NEW
TK
< 0.01%
COM
FNDE
< 0.01%
SCHWB FDT EMK LG
TRV
< 0.01%
COM
TMQ
< 0.01%
COM
BVXV
< 0.01%
SPOND ADS
OCLR
< 0.01%
COM NEW
CMLS
< 0.01%
CL A NEW
XES
< 0.01%
OILGAS EQUIP
AQB
< 0.01%
COM NEW
CRIMSON ...
< 0.01%
COM
QCP
< 0.01%
COM
CQQQ
< 0.01%
GUGG CHN TECH
RSO
< 0.01%
COM NEW
IMPACT F...
< 0.01%
COM
QBAK
< 0.01%
COM NEW
NG
< 0.01%
COM NEW
AB
< 0.01%
CALL
WLL
< 0.01%
COM NEW
THC
< 0.01%
COM NEW
TDC
< 0.01%
COM
ECTE
< 0.01%
COM NEW
GLUU
< 0.01%
COM
AMERICAN...
< 0.01%
COM
TMO
< 0.01%
COM
DFIN
< 0.01%
COM
LKSD
< 0.01%
COM
RRD
< 0.01%
WHEN ISSUED
SBRA
< 0.01%
COM
FTR
< 0.01%
COM NEW
SO
1.24%
COM
LVS
0.1%
COM
DAIMLER...
0.09%
COM
TWM
0.08%
ULTSHT RUSS2000
NAPEC IN...
0.06%
COM
ARRY
0.06%
COM
FANNIE M...
0.04%
COM
PNC FINA...
0.04%
PFD
WLB
0.04%
COM
AREX
0.04%
COM
FMSA
0.03%
COM
ITO EN L...
0.03%
COM
MOMO
0.03%
ADR
MODN
0.02%
COM
SNA
0.02%
COM
BRIDGEST...
0.02%
COM
NK
0.02%
COM
NEM
0.02%
COM
TVIX
0.02%
VELOCITY SHS SHR
CUDA
0.01%
COM
M
0.01%
COM
TWO
0.01%
COM
WAC
0.01%
COM
IYT
0.01%
TRANS AVG ETF
GOLDMAN ...
0.01%
PFD
BX
0.01%
COM UNIT LTD
BRCD
0.01%
COM NEW
PANW
0.01%
COM
SRE
0.01%
COM
CALA
0.01%
COM
QABA
0.01%
UT COM SHS ETF
FIRST RE...
0.01%
PFD
GFF
0.01%
COM
ARRY
0.01%
CALL
SPY
0.01%
PUT
COH
0.01%
COM
SH
< 0.01%
SHORT S&P 500 NE
HTHT
< 0.01%
SPONSORED ADR
JCI
< 0.01%
COM
HEEM
< 0.01%
CUR HD MSCI EM
ULTA
< 0.01%
COM
BLCM
< 0.01%
COM
INDA
< 0.01%
MSCI INDIA ETF
YMLP
< 0.01%
HIGH INCOME MLP
DUQUESNE...
< 0.01%
PFD
EFT
< 0.01%
COM
AMZN
< 0.01%
PUT
ETSY
< 0.01%
COM
IANTHUS ...
< 0.01%
COM
SYNA
< 0.01%
COM
TWLO
< 0.01%
CL A
SUN
< 0.01%
COM U REP LP
OMF
< 0.01%
COM
ANGLO AM...
< 0.01%
ADR
SAIC
< 0.01%
COM
RAD
< 0.01%
COM
PBF
< 0.01%
CL A
FBC
< 0.01%
COM PAR .001
XON
< 0.01%
COM
CLNE
< 0.01%
COM
BGR
< 0.01%
COM
WLL
< 0.01%
COM
BTCS INC...
< 0.01%
COM
FXB
< 0.01%
BRIT POUND STE
DPS
< 0.01%
COM
TIME
< 0.01%
COM
SGYP
< 0.01%
COM NEW
STRATA O...
< 0.01%
COM