Edge-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", null, "TGTX", "GOOGL", "BLK", null, "ABR", null, "NMRK", "NVAX", "AVDL", "ADPT", "GD", "HON", "HD", "MCD", "UNP", "LEN", "PNNT", "META", null, null, "BTT", "MSFT", "DOCS", "ORCL", "NOC", null, "PEP", null, "AAPL", "SPY", "NVDA", "GS", "PLTR", "PFE", "PG", "MRK", null, "SLB", "GLD", null, "RITM", "BP", "AMT", "UBER", "VNQ", "LYG", null, "SONY", "WM", "ROIV", "PEG", "AMZN", "VTWO", "V", "WMT", "DVY", null, null, "PSA", "FDX", null, "BAC", null, "BRK-B", "BA", "CGAU", "CVE", "CVX", "CSCO", "RSP", null, "WULF", "IWM", "DIS", "GOOG", "XOM", "JNJ", "TSLA", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-11
- Total Holdings
- 82
- Total Value
- 493174272
- Accession Number
- 0001085146-25-002050
- Form Type
- 13F-HR
- Manager Name
- Edge-Wealth-Management
Data Enrichment
82% identified67 identified15 unidentified
Holdings
82 positions • $493.2M total value
Manager:
Search and click to pin securities to the top
Page 5 of 5
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
TERAWULF INC.(WULFcusip88080T104) | 20.0K | QoQ NEW(+20.0K) YoY NEW(+20.0K) | All Managers (Combined) | $54.6K | 0.0% ($54.6K/$493.2M) | QoQ NEW(+$54.6K) YoY NEW(+$54.6K) |
(cusip00768Y453)✕ | 11.1K | QoQ 0.00% (-0)YoY NEW(+11.1K) | All Managers (Combined) | $29.0K | 0.0% ($29.0K/$493.2M) | YoY NEW(+$29.0K) |