Edge Wealth Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Edge Wealth Management LLC recently released its Q2 2023 and Q3 2023 13F Holdings Comparison, which provides valuable insights into the changes in the company's investment portfolio. The 13F form is filed with the US Securities and Exchange Commission by institutional investment managers who have assets under management exceeding $100 million.

In this comparison, we will analyze the holdings of Edge Wealth Management LLC for the second and third quarters of 2023. It's important to note that the values mentioned in this article are in thousands of dollars, and the percentage change represents the difference between the two quarters.

1. PFF - iShares TR:

- Q2 2023 (Shares): 1,535,073

- Q3 2023 (Shares): 1,511,573

- Q2 2023 Value: $47,479

- Q3 2023 Value: $45,573

- Change: -4%

2. AAPL - Apple Inc:

- Q2 2023 (Shares): 201,684

- Q3 2023 (Shares): 199,818

- Q2 2023 Value: $39,120

- Q3 2023 Value: $34,210

- Change: -12.6%

3. SHY - iShares TR:

- Q2 2023 (Shares): 464,494

- Q3 2023 (Shares): 411,667

- Q2 2023 Value: $37,661

- Q3 2023 Value: $33,332

- Change: -11.5%

4. MSFT - Microsoft Corp:

- Q2 2023 (Shares): 89,191

- Q3 2023 (Shares): 88,064

- Q2 2023 Value: $30,372

- Q3 2023 Value: $27,806

- Change: -8.5%

5. GOOGL - Alphabet Inc:

- Q2 2023 (Shares): 197,450

- Q3 2023 (Shares): 195,710

- Q2 2023 Value: $23,634

- Q3 2023 Value: $25,610

- Change: 8.4%

6. IWM - iShares TR:

- Q2 2023 (Shares): 122,962

- Q3 2023 (Shares): 121,034

- Q2 2023 Value: $23,027

- Q3 2023 Value: $21,391

- Change: -7.1%

7. BRK-B - Berkshire Hathaway Inc Del:

- Q2 2023 (Shares): 43,197

- Q3 2023 (Shares): 43,070

- Q2 2023 Value: $14,730

- Q3 2023 Value: $15,087

- Change: 2.4%

8. JPM - JPMorgan Chase & Co:

- Q2 2023 (Shares): 96,350

- Q3 2023 (Shares): 95,238

- Q2 2023 Value: $14,013

- Q3 2023 Value: $13,811

- Change: -1.4%

9. MRK - Merck & Co Inc:

- Q2 2023 (Shares): 132,951

- Q3 2023 (Shares): 130,442

- Q2 2023 Value: $15,341

- Q3 2023 Value: $13,429

- Change: -12.5%

10. JNJ - Johnson & Johnson:

- Q2 2023 (Shares): 81,040

- Q3 2023 (Shares): 80,001

- Q2 2023 Value: $13,413

- Q3 2023 Value: $12,460

- Change: -7.1%

These are just a few examples of the changes in holdings for Edge Wealth Management LLC. It's clear that the company made some notable adjustments to its investment portfolio during this period. Investors and financial analysts can use this information to gain insights into the company's investment strategies and make informed decisions.

Please note that the data provided in this article is based on publicly available information and is for informational purposes only. It's important to conduct further research and analysis before making any investment decisions.