NewEdge Wealth
Latest statistics and disclosures from NewEdge Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, GOOGL, AVGO, and represent 18.57% of NewEdge Wealth's stock portfolio.
- Added to shares of these 10 stocks: ORCL (+$23M), ACN (+$20M), ABBV (+$16M), MPWR (+$16M), AAPL (+$16M), VICI (+$15M), QCOM (+$14M), EOG (+$11M), GOOGL (+$11M), IVV (+$10M).
- Started 106 new stock positions in AMX, QQQM, TFLO, JQC, SOFI, WTM, IGSB, DOCS, MTUM, OWL.
- Reduced shares in these 10 stocks: MMM (-$21M), IQLT (-$15M), ADBE (-$13M), AVGO (-$11M), DGRW (-$9.5M), LLY (-$9.2M), UNH (-$7.6M), QNST (-$7.5M), BIL (-$7.2M), TIC (-$7.0M).
- Sold out of its positions in AMH, AIV, TECH, BMEZ, BAH, BOX, CHD, CWAN, FIS, BUFS.
- NewEdge Wealth was a net buyer of stock by $235M.
- NewEdge Wealth has $6.8B in assets under management (AUM), dropping by 9.27%.
- Central Index Key (CIK): 0001861796
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Portfolio Holdings for NewEdge Wealth
NewEdge Wealth holds 1017 positions in its portfolio as reported in the September 2025 quarterly 13F filing
NewEdge Wealth has 1017 total positions. Only the first 250 positions are shown.
- Sign up to view all of the NewEdge Wealth Sept. 30, 2025 positions
- Download the NewEdge Wealth September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.3 | $361M | +2% | 712k | 507.16 |
|
| Apple (AAPL) | 4.6 | $315M | +5% | 1.2M | 270.14 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $228M | +3% | 1.2M | 195.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $226M | +4% | 794k | 284.31 |
|
| Broadcom (AVGO) | 2.1 | $142M | -7% | 395k | 358.98 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $140M | +2% | 450k | 311.68 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $135M | 200k | 677.58 |
|
|
| Meta Platforms Cl A (META) | 1.9 | $133M | +5% | 210k | 635.95 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.4 | $98M | 677k | 144.32 |
|
|
| Wells Fargo & Company (WFC) | 1.2 | $86M | +2% | 983k | 86.95 |
|
| Gilead Sciences (GILD) | 1.1 | $76M | +2% | 620k | 122.58 |
|
| AutoZone (AZO) | 1.1 | $75M | 20k | 3661.83 |
|
|
| Home Depot (HD) | 1.1 | $74M | 197k | 373.84 |
|
|
| Lam Research Corp Com New (LRCX) | 1.1 | $73M | 440k | 165.05 |
|
|
| Kla Corp Com New (KLAC) | 1.0 | $67M | 54k | 1227.09 |
|
|
| Abbvie (ABBV) | 1.0 | $66M | +32% | 305k | 216.77 |
|
| Vistra Energy (VST) | 0.9 | $64M | +2% | 338k | 189.39 |
|
| Novartis Sponsored Adr (NVS) | 0.9 | $61M | +4% | 487k | 125.50 |
|
| International Business Machines (IBM) | 0.9 | $61M | +3% | 198k | 306.77 |
|
| Visa Com Cl A (V) | 0.9 | $61M | 178k | 340.04 |
|
|
| MGIC Investment (MTG) | 0.9 | $60M | +4% | 2.1M | 28.07 |
|
| Nrg Energy Com New (NRG) | 0.8 | $58M | +13% | 335k | 173.19 |
|
| salesforce (CRM) | 0.8 | $57M | +8% | 224k | 252.68 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $55M | 115k | 479.97 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $54M | -8% | 98k | 553.31 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $53M | -14% | 57k | 925.80 |
|
| Oracle Corporation (ORCL) | 0.8 | $53M | +75% | 210k | 250.31 |
|
| eBay (EBAY) | 0.7 | $50M | 621k | 81.01 |
|
|
| Jefferies Finl Group (JEF) | 0.7 | $49M | +16% | 910k | 53.93 |
|
| Comerica Incorporated (CMA) | 0.7 | $49M | +2% | 627k | 78.17 |
|
| Qualcomm (QCOM) | 0.7 | $48M | +41% | 264k | 179.72 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $47M | -2% | 254k | 185.21 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $46M | 493k | 94.16 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.7 | $46M | +2% | 563k | 80.76 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $45M | 156k | 288.54 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $45M | 124k | 359.50 |
|
|
| Vici Pptys (VICI) | 0.6 | $44M | +49% | 1.5M | 30.17 |
|
| Johnson & Johnson (JNJ) | 0.6 | $44M | +3% | 236k | 186.00 |
|
| Amgen (AMGN) | 0.6 | $43M | +3% | 135k | 319.86 |
|
| H&R Block (HRB) | 0.6 | $43M | -11% | 843k | 50.58 |
|
| Ryder System (R) | 0.6 | $41M | +2% | 243k | 167.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $41M | 122k | 333.16 |
|
|
| Suncor Energy (SU) | 0.6 | $41M | +3% | 986k | 41.22 |
|
| Welltower Inc Com reit (WELL) | 0.6 | $39M | +3% | 208k | 186.35 |
|
| EOG Resources (EOG) | 0.5 | $38M | +40% | 357k | 105.19 |
|
| Fortinet (FTNT) | 0.5 | $34M | 400k | 85.99 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $34M | +18% | 54k | 622.86 |
|
| Canadian Natural Resources (CNQ) | 0.5 | $33M | +3% | 1.0M | 31.88 |
|
| CF Industries Holdings (CF) | 0.5 | $32M | +3% | 381k | 85.05 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $31M | -33% | 699k | 44.37 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $30M | -23% | 342k | 88.51 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $30M | 117k | 253.88 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $30M | +19% | 296k | 99.87 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $29M | +36% | 334k | 87.75 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $27M | +11% | 58k | 473.14 |
|
| Applied Materials (AMAT) | 0.4 | $27M | 113k | 240.89 |
|
|
| Tesla Motors (TSLA) | 0.4 | $27M | +6% | 58k | 462.07 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $26M | -2% | 82k | 313.08 |
|
| Coca-Cola Company (KO) | 0.4 | $25M | +2% | 371k | 68.51 |
|
| Union Pacific Corporation (UNP) | 0.4 | $25M | -4% | 115k | 217.38 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.4 | $25M | +9% | 464k | 53.94 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $25M | -2% | 88k | 284.75 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.4 | $25M | +9% | 317k | 78.00 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $25M | +2% | 450k | 54.80 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $25M | +9% | 84k | 293.64 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.4 | $25M | +3% | 531k | 46.16 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $24M | +585% | 96k | 247.82 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $24M | +73% | 35k | 680.92 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $23M | 190k | 118.55 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $23M | +33% | 454k | 49.65 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $22M | -3% | 103k | 216.26 |
|
| Workday Cl A (WDAY) | 0.3 | $22M | +4% | 95k | 232.10 |
|
| Lowe's Companies (LOW) | 0.3 | $22M | 93k | 234.35 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $22M | +2% | 44k | 488.77 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $21M | -4% | 271k | 78.65 |
|
| QuinStreet (QNST) | 0.3 | $21M | -26% | 1.4M | 14.90 |
|
| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.3 | $21M | +5% | 2.4M | 8.74 |
|
| Verisk Analytics (VRSK) | 0.3 | $20M | 94k | 214.05 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $20M | +3% | 21k | 935.04 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $19M | 39k | 494.02 |
|
|
| Acuren Corporation (TIC) | 0.3 | $19M | -26% | 1.6M | 11.86 |
|
| Ingredion Incorporated (INGR) | 0.3 | $19M | +5% | 177k | 107.70 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $19M | +15% | 278k | 68.07 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $19M | -41% | 55k | 335.53 |
|
| Safehold (SAFE) | 0.3 | $18M | -27% | 1.3M | 14.38 |
|
| Uber Technologies (UBER) | 0.3 | $18M | -11% | 194k | 92.75 |
|
| Palo Alto Networks (PANW) | 0.3 | $18M | +34% | 84k | 213.18 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $17M | +1601% | 17k | 1000.18 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $17M | +131% | 224k | 75.05 |
|
| Netflix (NFLX) | 0.2 | $17M | -2% | 15k | 1098.46 |
|
| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.2 | $17M | +84% | 989k | 16.74 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $16M | +23% | 268k | 58.92 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $16M | +15% | 25k | 623.29 |
|
| Wal-Mart Stores (WMT) | 0.2 | $15M | 150k | 101.47 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $15M | 181k | 83.45 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $15M | +4% | 246k | 60.70 |
|
| Aebi Schmidt Hldg Ag F (AEBI) | 0.2 | $15M | -31% | 1.3M | 10.99 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $14M | -2% | 183k | 76.53 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $14M | +16% | 131k | 106.99 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $14M | -3% | 97k | 139.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $13M | -6% | 68k | 195.29 |
|
| TJX Companies (TJX) | 0.2 | $13M | +12% | 92k | 143.70 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $13M | 165k | 79.52 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $13M | +4% | 13k | 1043.73 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $13M | +141% | 180k | 72.43 |
|
| Penn National Gaming (PENN) | 0.2 | $13M | -25% | 794k | 16.35 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $13M | 247k | 50.59 |
|
|
| Chevron Corporation (CVX) | 0.2 | $13M | +7% | 82k | 152.66 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $12M | +7% | 586k | 20.46 |
|
| Servicenow (NOW) | 0.2 | $12M | +2% | 13k | 879.65 |
|
| UnitedHealth (UNH) | 0.2 | $12M | -39% | 36k | 327.74 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $12M | +11% | 196k | 58.64 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $11M | +17% | 39k | 287.20 |
|
| Goldman Sachs (GS) | 0.2 | $11M | +24% | 14k | 793.09 |
|
| Procter & Gamble Company (PG) | 0.2 | $11M | +4% | 75k | 145.79 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $11M | -4% | 168k | 64.78 |
|
| Okta Cl A (OKTA) | 0.2 | $10M | -26% | 118k | 87.13 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $9.8M | 48k | 204.19 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $9.7M | +9% | 218k | 44.58 |
|
| Cisco Systems (CSCO) | 0.1 | $9.7M | +8% | 135k | 72.10 |
|
| Eaton Corp SHS (ETN) | 0.1 | $9.7M | +2% | 25k | 385.44 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $9.6M | +2% | 18k | 548.55 |
|
| Sentinelone Cl A (S) | 0.1 | $9.5M | -37% | 566k | 16.77 |
|
| American Express Company (AXP) | 0.1 | $9.5M | +4% | 26k | 365.80 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $9.4M | 254k | 37.15 |
|
|
| Progressive Corporation (PGR) | 0.1 | $9.4M | 45k | 208.94 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $9.3M | +64% | 178k | 52.45 |
|
| Apollo Global Mgmt (APO) | 0.1 | $9.3M | +2% | 69k | 133.75 |
|
| 3M Company (MMM) | 0.1 | $9.2M | -69% | 56k | 164.32 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $9.0M | +2% | 79k | 113.68 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $8.8M | -4% | 24k | 366.51 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $8.8M | -4% | 11k | 774.13 |
|
| Williams Companies (WMB) | 0.1 | $8.7M | +5% | 152k | 57.54 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $8.7M | +7% | 54k | 162.92 |
|
| Nextera Energy (NEE) | 0.1 | $8.7M | +9% | 106k | 82.14 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $8.7M | 122k | 71.62 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $8.6M | +21% | 35k | 249.00 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $8.6M | -12% | 84k | 102.87 |
|
| Philip Morris International (PM) | 0.1 | $8.5M | +12% | 57k | 148.40 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $8.5M | +45% | 112k | 75.44 |
|
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $8.4M | NEW | 89k | 94.82 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $8.3M | +3% | 87k | 95.16 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $8.2M | -25% | 68k | 121.18 |
|
| Howmet Aerospace (HWM) | 0.1 | $8.1M | -16% | 39k | 206.31 |
|
| Blackrock (BLK) | 0.1 | $8.1M | +9% | 7.5k | 1073.58 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $8.0M | -41% | 21k | 374.54 |
|
| Tema Etf Trust Durable Qty Etf (TOLL) | 0.1 | $7.9M | NEW | 228k | 34.74 |
|
| Corning Incorporated (GLW) | 0.1 | $7.9M | -5% | 91k | 87.10 |
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.1 | $7.8M | 345k | 22.69 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $7.8M | +3% | 83k | 93.68 |
|
| McDonald's Corporation (MCD) | 0.1 | $7.7M | -25% | 25k | 305.67 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $7.7M | -5% | 41k | 187.32 |
|
| Angel Oak Funds Trust High Yield Oppor (AOHY) | 0.1 | $7.6M | 686k | 11.10 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $7.5M | +9% | 54k | 138.87 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $7.5M | +58% | 40k | 187.90 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $7.3M | +10% | 12k | 617.04 |
|
| Air Products & Chemicals (APD) | 0.1 | $7.2M | +16% | 30k | 237.56 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $7.2M | +2% | 9.2k | 777.63 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $7.1M | 236k | 30.17 |
|
|
| Ferrari Nv Ord (RACE) | 0.1 | $7.1M | +7% | 18k | 406.67 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $7.1M | +9% | 50k | 140.42 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $7.0M | -21% | 43k | 164.82 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $7.0M | 94k | 74.72 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $7.0M | +9% | 123k | 56.58 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $6.9M | +11% | 93k | 74.08 |
|
| Starbucks Corporation (SBUX) | 0.1 | $6.8M | +3% | 82k | 82.88 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $6.7M | +10% | 112k | 59.84 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $6.7M | 42k | 159.83 |
|
|
| Starz Entmt Corp (STRZ) | 0.1 | $6.6M | -7% | 616k | 10.70 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $6.5M | +12% | 76k | 85.20 |
|
| Imperial Oil Com New (IMO) | 0.1 | $6.5M | +7% | 73k | 88.98 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $6.2M | 130k | 48.14 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $6.2M | +50% | 50k | 124.54 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $6.2M | +18% | 63k | 98.90 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $6.2M | +11% | 35k | 174.00 |
|
| Papa John's Int'l (PZZA) | 0.1 | $6.1M | -35% | 149k | 41.26 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $6.1M | +64% | 87k | 70.67 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $6.1M | -2% | 125k | 48.48 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $6.1M | +10% | 224k | 27.16 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $6.0M | -7% | 11k | 567.64 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $6.0M | -2% | 36k | 165.81 |
|
| Dominion Resources (D) | 0.1 | $6.0M | 100k | 59.69 |
|
|
| Pinterest Cl A (PINS) | 0.1 | $5.9M | -19% | 231k | 25.75 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.9M | 8.00 | 736150.00 |
|
|
| Fastenal Company (FAST) | 0.1 | $5.8M | -2% | 139k | 41.68 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $5.7M | +7% | 29k | 195.41 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.7M | +13% | 35k | 163.57 |
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| Rollins (ROL) | 0.1 | $5.7M | 96k | 59.67 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.7M | +25% | 23k | 244.68 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $5.6M | 51k | 110.35 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $5.6M | -3% | 58k | 96.50 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $5.6M | 41k | 137.96 |
|
|
| United Rentals (URI) | 0.1 | $5.4M | 6.4k | 844.55 |
|
|
| Merck & Co (MRK) | 0.1 | $5.4M | +16% | 64k | 84.39 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.1 | $5.4M | NEW | 63k | 85.78 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $5.4M | -12% | 80k | 67.72 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $5.2M | 10k | 512.69 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $5.2M | 18k | 295.10 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $5.2M | 132k | 39.35 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $5.1M | +259% | 8.2k | 620.00 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $5.1M | -39% | 69k | 73.03 |
|
| Norfolk Southern (NSC) | 0.1 | $5.1M | 18k | 280.78 |
|
|
| Universal Display Corporation (OLED) | 0.1 | $5.0M | -7% | 34k | 146.75 |
|
| Simpson Manufacturing (SSD) | 0.1 | $5.0M | 29k | 169.67 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $5.0M | +7% | 100k | 49.80 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $5.0M | +80% | 77k | 64.19 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $5.0M | 89k | 55.51 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $4.9M | 61k | 81.35 |
|
|
| Nordson Corporation (NDSN) | 0.1 | $4.9M | -2% | 21k | 233.30 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $4.9M | +22% | 19k | 261.06 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $4.9M | -6% | 82k | 59.92 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $4.9M | +32% | 380k | 12.78 |
|
| Pepsi (PEP) | 0.1 | $4.8M | +3% | 34k | 142.86 |
|
| Sonos (SONO) | 0.1 | $4.8M | -24% | 287k | 16.64 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $4.8M | +13% | 308k | 15.50 |
|
| Waste Management (WM) | 0.1 | $4.7M | +7% | 24k | 200.54 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $4.7M | +16% | 89k | 52.93 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $4.7M | 9.9k | 473.11 |
|
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $4.7M | 215k | 21.80 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $4.7M | +12% | 63k | 74.35 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $4.6M | 14k | 342.43 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $4.6M | +43% | 99k | 46.20 |
|
| Primerica (PRI) | 0.1 | $4.6M | 18k | 255.26 |
|
|
| Danaher Corporation (DHR) | 0.1 | $4.6M | 22k | 212.21 |
|
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.1 | $4.5M | +28% | 91k | 50.14 |
|
| O'reilly Automotive (ORLY) | 0.1 | $4.5M | 48k | 94.94 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $4.5M | +8% | 12k | 394.49 |
|
| Lennox International (LII) | 0.1 | $4.5M | -2% | 9.3k | 489.99 |
|
| JBS Cl A Shs (JBS) | 0.1 | $4.5M | +9% | 330k | 13.53 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $4.4M | 65k | 67.56 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $4.4M | +3% | 17k | 256.63 |
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $4.4M | 16k | 282.24 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $4.3M | +39% | 86k | 50.57 |
|
| Travelers Companies (TRV) | 0.1 | $4.3M | +23% | 16k | 276.65 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $4.3M | +20% | 58k | 73.72 |
|
| Dell Technologies CL C (DELL) | 0.1 | $4.3M | -9% | 28k | 152.41 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.2M | -2% | 76k | 56.02 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $4.2M | -18% | 9.6k | 431.36 |
|
| Equifax (EFX) | 0.1 | $4.1M | 20k | 207.33 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $4.1M | +5% | 146k | 28.08 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $4.1M | 77k | 52.86 |
|
|
| Watsco, Incorporated (WSO) | 0.1 | $4.1M | -2% | 11k | 357.89 |
|
| Chubb (CB) | 0.1 | $4.1M | 14k | 283.26 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.1M | 151k | 26.77 |
|
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $4.0M | 44k | 90.93 |
|
|
| Cummins (CMI) | 0.1 | $4.0M | +986% | 9.1k | 439.18 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $3.9M | +6% | 49k | 81.15 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $3.9M | 31k | 124.13 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $3.9M | +114% | 55k | 70.92 |
|
| Cooper Cos (COO) | 0.1 | $3.9M | -9% | 57k | 68.88 |
|
Past Filings by NewEdge Wealth
SEC 13F filings are viewable for NewEdge Wealth going back to 2021
- NewEdge Wealth 2025 Q3 filed Nov. 7, 2025
- NewEdge Wealth 2025 Q2 filed Aug. 11, 2025
- NewEdge Wealth 2025 Q1 filed May 9, 2025
- NewEdge Wealth 2024 Q4 filed Feb. 5, 2025
- NewEdge Wealth 2024 Q3 filed Nov. 12, 2024
- NewEdge Wealth 2024 Q2 filed Aug. 2, 2024
- NewEdge Wealth 2024 Q1 filed May 6, 2024
- NewEdge Wealth 2023 Q4 filed Jan. 29, 2024
- NewEdge Wealth 2023 Q3 filed Nov. 8, 2023
- NewEdge Wealth 2023 Q2 filed Aug. 9, 2023
- NewEdge Wealth 2023 Q1 filed May 8, 2023
- NewEdge Wealth 2022 Q4 filed Feb. 14, 2023
- NewEdge Wealth 2022 Q3 filed Nov. 14, 2022
- NewEdge Wealth 2022 Q2 filed Aug. 9, 2022
- NewEdge Wealth 2022 Q1 filed May 10, 2022
- NewEdge Wealth 2021 Q4 filed Jan. 31, 2022