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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Edge Wealth Management LLC INSTITUTION : Edge Wealth Management LLC
Edge Wealth Management LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-01-29) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 26,092,000 89,276 5.21%
INVESCO PREFERRED ETF    (ETF) 24,663,000 1,645,830 4.93%
MICROSOFT CORP    (COM) MSFT 21,424,000 136,388 4.28%
ALPHABET INC-CL A    (COM) GOOGL 20,538,000 15,376 4.10%
INVESCO BULLETSHARES 2022 CO    (ETF) 20,312,000 944,414 4.06%
DOCUSIGN INC    (COM) 16,019,000 216,351 3.20%
JOHNSON & JOHNSON    (COM) JNJ 14,855,000 102,284 2.97%
INTEL CORP    (COM) INTC 14,712,000 246,946 2.94%
JPMORGAN CHASE & CO    (COM) JPM 13,887,000 100,004 2.77%
BP PLC-SPONS ADR    (ADR) BP 13,609,000 363,064 2.72%
MERCK & CO. INC.    (COM) MRK 13,373,000 147,625 2.67%
WALT DISNEY CO/THE    (COM) DIS 12,256,000 85,043 2.45%
PFIZER INC    (COM) PFE 11,891,000 305,480 2.37%
INVESCO BULLETSHARES 2021 CO    (ETF) 11,823,000 556,565 2.36%
BERKSHIRE HATHAWAY INC-CL B    (COM) BRK/B 11,411,000 50,575 2.28%
GENERAL DYNAMICS CORP    (COM) GD 10,915,000 62,000 2.18%
PAYPAL HOLDINGS INC    (COM) PYPL 8,989,000 83,400 1.79%
NUVEEN NY AMT-FR MUNI INC FD    (CEF) NRK 8,600,000 634,273 1.71%
PUBLIC STORAGE    (REIT) PSA 8,371,000 39,416 1.67%
GILEAD SCIENCES INC    (COM) GILD 8,213,000 126,963 1.64%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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