NewEdge Wealth
Latest statistics and disclosures from NewEdge Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USFR, MSFT, AAPL, NVDA, GOOGL, and represent 19.80% of NewEdge Wealth's stock portfolio.
- Added to shares of these 10 stocks: USFR (+$419M), VGSH (+$105M), VOO (+$102M), ISHG (+$76M), IWF (+$74M), NVDA (+$60M), VEA (+$53M), AAPL (+$48M), RSP (+$48M), LOB (+$43M).
- Started 191 new stock positions in TER, HBAN, PTON, MTB, SWKS, CNX, Amcor, BYD, NMR, MKC.
- Reduced shares in these 10 stocks: VICI (-$38M), VRSK (-$20M), INGR (-$18M), WDAY (-$18M), PULS (-$8.9M), IJR (-$7.8M), PENN (-$7.6M), PINS (-$5.1M), SAFE, CLOI.
- Sold out of its positions in ARKK, ACM, ALHC, TEAM, CALM, CNDT, CRWV, PLAY, DXCM, QBTS.
- NewEdge Wealth was a net buyer of stock by $1.8B.
- NewEdge Wealth has $8.7B in assets under management (AUM), dropping by 26.94%.
- Central Index Key (CIK): 0001861796
Tip: Access up to 7 years of quarterly data
Positions held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for NewEdge Wealth
NewEdge Wealth holds 1179 positions in its portfolio as reported in the December 2025 quarterly 13F filing
NewEdge Wealth has 1179 total positions. Only the first 250 positions are shown.
- Sign up to view all of the NewEdge Wealth Dec. 31, 2025 positions
- Download the NewEdge Wealth December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 4.8 | $419M | NEW | 8.3M | 50.32 |
|
| Microsoft Corporation (MSFT) | 4.4 | $381M | +10% | 789k | 483.62 |
|
| Apple (AAPL) | 4.2 | $365M | +15% | 1.3M | 271.86 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $278M | +27% | 1.5M | 186.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $278M | +11% | 887k | 313.00 |
|
| Broadcom (AVGO) | 1.9 | $162M | +18% | 469k | 346.10 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $160M | +17% | 235k | 681.92 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $155M | +6% | 481k | 322.22 |
|
| Meta Platforms Cl A (META) | 1.8 | $153M | +10% | 232k | 660.09 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $136M | +303% | 217k | 627.13 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $128M | +135% | 271k | 473.30 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.3 | $116M | +908% | 2.0M | 58.73 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $110M | +5% | 715k | 154.14 |
|
| Wells Fargo & Company (WFC) | 1.1 | $95M | +3% | 1.0M | 93.20 |
|
| Abbvie (ABBV) | 1.0 | $91M | +30% | 398k | 228.49 |
|
| Gilead Sciences (GILD) | 0.9 | $79M | +4% | 647k | 122.74 |
|
| Lam Research Corp Com New (LRCX) | 0.9 | $78M | +2% | 453k | 171.18 |
|
| Visa Com Cl A (V) | 0.9 | $76M | +22% | 218k | 350.71 |
|
| Ishares Tr 3yrtb Etf (ISHG) | 0.9 | $76M | NEW | 1.0M | 75.24 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $75M | +83% | 225k | 335.27 |
|
| AutoZone (AZO) | 0.8 | $73M | +6% | 22k | 3391.57 |
|
| Home Depot (HD) | 0.8 | $72M | +6% | 211k | 344.10 |
|
| Novartis Sponsored Adr (NVS) | 0.8 | $70M | +3% | 505k | 137.87 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $69M | +11% | 64k | 1074.68 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $69M | +345% | 1.1M | 62.47 |
|
| Kla Corp Com New (KLAC) | 0.8 | $67M | +2% | 55k | 1215.08 |
|
| MGIC Investment (MTG) | 0.7 | $64M | +2% | 2.2M | 29.22 |
|
| salesforce (CRM) | 0.7 | $64M | +7% | 240k | 264.91 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $62M | +10% | 108k | 570.88 |
|
| International Business Machines (IBM) | 0.7 | $62M | +4% | 208k | 296.21 |
|
| Jefferies Finl Group (JEF) | 0.7 | $57M | 925k | 61.97 |
|
|
| eBay (EBAY) | 0.7 | $57M | +5% | 653k | 87.10 |
|
| Vistra Energy (VST) | 0.6 | $56M | +3% | 349k | 161.33 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $56M | +611% | 292k | 191.56 |
|
| Comerica Incorporated | 0.6 | $56M | +2% | 642k | 86.93 |
|
| Allison Transmission Hldngs I (ALSN) | 0.6 | $55M | 560k | 97.90 |
|
|
| Nrg Energy Com New (NRG) | 0.6 | $54M | 338k | 159.24 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $54M | +10% | 260k | 206.95 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $53M | +11% | 548k | 96.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $51M | +85% | 162k | 313.80 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $48M | 253k | 190.99 |
|
|
| Ryder System (R) | 0.6 | $48M | +2% | 250k | 191.39 |
|
| Qualcomm (QCOM) | 0.5 | $48M | +5% | 279k | 171.05 |
|
| Amgen (AMGN) | 0.5 | $47M | +5% | 142k | 327.31 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $45M | 125k | 360.13 |
|
|
| Suncor Energy (SU) | 0.5 | $44M | 1.0M | 44.36 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $44M | -2% | 153k | 290.22 |
|
| Oracle Corporation (ORCL) | 0.5 | $44M | +6% | 224k | 194.91 |
|
| Live Oak Bancshares (LOB) | 0.5 | $43M | NEW | 1.3M | 34.35 |
|
| Welltower Inc Com reit (WELL) | 0.5 | $40M | +3% | 217k | 185.61 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $40M | +41% | 82k | 483.67 |
|
| EOG Resources (EOG) | 0.4 | $38M | 363k | 105.01 |
|
|
| H&R Block (HRB) | 0.4 | $37M | 844k | 43.58 |
|
|
| Canadian Natural Resources (CNQ) | 0.4 | $36M | +2% | 1.1M | 33.85 |
|
| Tesla Motors (TSLA) | 0.4 | $36M | +37% | 79k | 449.72 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $34M | +12% | 384k | 89.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $34M | +51% | 67k | 502.65 |
|
| Host Hotels & Resorts (HST) | 0.4 | $34M | NEW | 1.9M | 17.73 |
|
| Fortinet (FTNT) | 0.4 | $33M | +2% | 411k | 79.41 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $32M | +6% | 125k | 257.95 |
|
| Coca-Cola Company (KO) | 0.4 | $31M | +21% | 450k | 69.91 |
|
| Applied Materials (AMAT) | 0.4 | $31M | +8% | 122k | 256.99 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $31M | +6% | 314k | 99.88 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $31M | 689k | 45.45 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $30M | 333k | 89.46 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $30M | +14% | 94k | 314.80 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $29M | +59% | 34k | 862.35 |
|
| CF Industries Holdings (CF) | 0.3 | $29M | 378k | 77.34 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $28M | +5% | 122k | 231.32 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $28M | +16% | 41k | 684.94 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $27M | +7% | 90k | 303.89 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $27M | +5% | 101k | 268.30 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $27M | +99% | 136k | 198.62 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $27M | +103% | 543k | 49.65 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.3 | $26M | +3% | 481k | 54.07 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.3 | $26M | +4% | 330k | 77.90 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $25M | +5% | 473k | 53.76 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.3 | $25M | 534k | 46.29 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $24M | +6% | 110k | 219.78 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $24M | +114% | 360k | 66.00 |
|
| Lowe's Companies (LOW) | 0.3 | $23M | +4% | 97k | 241.16 |
|
| Goldman Sachs (GS) | 0.2 | $21M | +74% | 24k | 878.99 |
|
| Uber Technologies (UBER) | 0.2 | $21M | +33% | 258k | 81.71 |
|
| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.2 | $21M | 2.4M | 8.74 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $20M | +4% | 58k | 349.99 |
|
| Wal-Mart Stores (WMT) | 0.2 | $20M | +20% | 181k | 111.41 |
|
| Antero Res (AR) | 0.2 | $20M | NEW | 583k | 34.46 |
|
| Netflix (NFLX) | 0.2 | $20M | +1296% | 213k | 93.76 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $20M | -7% | 252k | 78.81 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $19M | 39k | 487.86 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $19M | 281k | 67.22 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $19M | +83% | 88k | 210.34 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $18M | 227k | 81.17 |
|
|
| QuinStreet (QNST) | 0.2 | $17M | -13% | 1.2M | 14.37 |
|
| TJX Companies (TJX) | 0.2 | $16M | +16% | 107k | 153.61 |
|
| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.2 | $16M | -2% | 962k | 17.01 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $16M | +5% | 18k | 906.38 |
|
| Bill Com Holdings Ord (BILL) | 0.2 | $16M | NEW | 289k | 54.54 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $16M | +57% | 28k | 566.37 |
|
| Palo Alto Networks (PANW) | 0.2 | $16M | 85k | 184.20 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $15M | -34% | 125k | 120.18 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $15M | +12% | 201k | 73.56 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $15M | +9% | 14k | 1069.82 |
|
| Devon Energy Corporation (DVN) | 0.2 | $15M | NEW | 400k | 36.63 |
|
| American Express Company (AXP) | 0.2 | $15M | +52% | 40k | 369.95 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $15M | +6% | 624k | 23.31 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $15M | -4% | 173k | 83.75 |
|
| Aebi Schmidt Hldg Ag F (AEBI) | 0.2 | $14M | -14% | 1.1M | 12.65 |
|
| Acuren Corporation (TIC) | 0.2 | $14M | -13% | 1.4M | 10.11 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $14M | -39% | 275k | 49.59 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $14M | -2% | 179k | 75.85 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $13M | +95% | 181k | 74.07 |
|
| Cisco Systems (CSCO) | 0.2 | $13M | +27% | 171k | 77.03 |
|
| Chevron Corporation (CVX) | 0.2 | $13M | +5% | 86k | 152.41 |
|
| Safehold (SAFE) | 0.2 | $13M | -24% | 953k | 13.69 |
|
| Bank of America Corporation (BAC) | 0.1 | $13M | +32% | 236k | 55.00 |
|
| Procter & Gamble Company (PG) | 0.1 | $13M | +19% | 90k | 143.31 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $13M | -6% | 90k | 141.06 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $13M | 248k | 50.59 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $12M | +300% | 26k | 468.76 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $12M | +27% | 101k | 120.34 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $12M | +20% | 14k | 878.99 |
|
| UnitedHealth (UNH) | 0.1 | $12M | 35k | 330.11 |
|
|
| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $12M | 254k | 45.80 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $12M | -12% | 145k | 79.73 |
|
| Progressive Corporation (PGR) | 0.1 | $12M | +12% | 51k | 227.72 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $11M | NEW | 242k | 46.29 |
|
| Apollo Global Mgmt (APO) | 0.1 | $11M | +11% | 77k | 144.76 |
|
| Philip Morris International (PM) | 0.1 | $11M | +16% | 67k | 160.40 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $10M | +69% | 18k | 579.46 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $10M | +46% | 58k | 177.75 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $10M | +24% | 104k | 99.91 |
|
| Nextera Energy (NEE) | 0.1 | $10M | +19% | 127k | 80.28 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $10M | +38% | 75k | 135.14 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $10M | -27% | 94k | 107.11 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $10M | -6% | 36k | 279.14 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $10M | +4% | 25k | 396.31 |
|
| Sentinelone Cl A (S) | 0.1 | $10M | +17% | 665k | 15.00 |
|
| Blackrock (BLK) | 0.1 | $9.6M | +19% | 9.0k | 1070.30 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $9.5M | +20% | 42k | 227.51 |
|
| Servicenow (NOW) | 0.1 | $9.4M | +356% | 61k | 153.19 |
|
| Eaton Corp SHS (ETN) | 0.1 | $9.4M | +16% | 29k | 318.51 |
|
| Merck & Co (MRK) | 0.1 | $9.3M | +37% | 89k | 105.26 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $9.1M | +14% | 14k | 673.84 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $9.1M | +3% | 225k | 40.42 |
|
| Corning Incorporated (GLW) | 0.1 | $9.1M | +13% | 104k | 87.56 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $9.1M | +5% | 56k | 160.97 |
|
| Howmet Aerospace (HWM) | 0.1 | $9.0M | +11% | 44k | 205.02 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $8.8M | +35% | 48k | 183.40 |
|
| McDonald's Corporation (MCD) | 0.1 | $8.7M | +13% | 29k | 305.63 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $8.6M | +10% | 261k | 33.02 |
|
| 3M Company (MMM) | 0.1 | $8.6M | -4% | 54k | 160.10 |
|
| Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) | 0.1 | $8.3M | +61% | 41k | 205.63 |
|
| Starz Entmt Corp (STRZ) | 0.1 | $8.3M | +15% | 711k | 11.70 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $8.3M | +22% | 138k | 59.93 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $8.1M | -4% | 80k | 102.42 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $8.0M | -4% | 83k | 96.27 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $8.0M | +406% | 56k | 141.49 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $7.9M | +37% | 32k | 246.16 |
|
| Williams Companies (WMB) | 0.1 | $7.8M | -14% | 130k | 60.11 |
|
| Air Products & Chemicals (APD) | 0.1 | $7.7M | +3% | 31k | 247.02 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $7.7M | +17% | 59k | 131.03 |
|
| Tema Etf Trust Durable Qty Etf (TOLL) | 0.1 | $7.7M | -4% | 219k | 35.22 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $7.7M | +2% | 89k | 85.77 |
|
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $7.7M | -4% | 85k | 90.07 |
|
| Ge Vernova (GEV) | 0.1 | $7.6M | +150% | 12k | 653.55 |
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.1 | $7.5M | -2% | 337k | 22.27 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $7.5M | +67% | 221k | 34.05 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $7.5M | -3% | 117k | 64.31 |
|
| Abbott Laboratories (ABT) | 0.1 | $7.5M | +19% | 60k | 125.29 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $7.3M | -3% | 40k | 182.48 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $7.2M | +4% | 129k | 55.80 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $7.1M | -6% | 20k | 357.17 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $7.0M | -16% | 93k | 75.43 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $6.9M | +15% | 73k | 95.35 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $6.9M | 9.1k | 753.80 |
|
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $6.9M | +4% | 80k | 86.04 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $6.8M | +463% | 11k | 603.28 |
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $6.8M | 58k | 117.52 |
|
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $6.6M | +9% | 244k | 27.20 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $6.6M | +5% | 45k | 146.58 |
|
| Okta Cl A (OKTA) | 0.1 | $6.6M | -35% | 76k | 86.47 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $6.5M | +7% | 38k | 173.49 |
|
| Imperial Oil Com New (IMO) | 0.1 | $6.5M | +3% | 76k | 86.31 |
|
| Constellation Energy (CEG) | 0.1 | $6.4M | +865% | 18k | 353.28 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $6.4M | +35% | 85k | 75.44 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $6.4M | 17k | 369.56 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $6.3M | -3% | 90k | 70.12 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $6.3M | +36% | 136k | 46.04 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $6.2M | -10% | 61k | 102.80 |
|
| Chubb (CB) | 0.1 | $6.2M | +38% | 20k | 312.11 |
|
| Ge Aerospace Com New (GE) | 0.1 | $6.2M | +92% | 20k | 308.03 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $6.1M | +9% | 85k | 72.19 |
|
| Danaher Corporation (DHR) | 0.1 | $6.1M | +24% | 27k | 228.92 |
|
| Pepsi (PEP) | 0.1 | $6.1M | +26% | 43k | 143.52 |
|
| Waste Management (WM) | 0.1 | $6.0M | +16% | 28k | 219.71 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.0M | 8.00 | 754800.00 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $6.0M | +25% | 22k | 278.92 |
|
| Fastenal Company (FAST) | 0.1 | $6.0M | +7% | 149k | 40.13 |
|
| Aon Shs Cl A (AON) | 0.1 | $5.9M | +110% | 17k | 352.88 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $5.9M | +8% | 97k | 60.37 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $5.8M | 41k | 141.05 |
|
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $5.7M | -4% | 123k | 46.49 |
|
| Micron Technology (MU) | 0.1 | $5.7M | +93% | 20k | 285.41 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $5.7M | +5% | 323k | 17.50 |
|
| Monday SHS (MNDY) | 0.1 | $5.6M | NEW | 38k | 147.56 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $5.6M | +3% | 30k | 185.56 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $5.6M | 51k | 110.19 |
|
|
| Rollins (ROL) | 0.1 | $5.6M | -2% | 94k | 60.02 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $5.6M | -2% | 35k | 159.22 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $5.5M | 80k | 69.42 |
|
|
| Cummins (CMI) | 0.1 | $5.5M | +18% | 11k | 510.44 |
|
| Norfolk Southern (NSC) | 0.1 | $5.5M | +5% | 19k | 288.72 |
|
| Honeywell International (HON) | 0.1 | $5.5M | +61% | 28k | 195.09 |
|
| Verizon Communications (VZ) | 0.1 | $5.5M | +39% | 134k | 40.73 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $5.5M | +1077% | 48k | 113.92 |
|
| Western Digital (WDC) | 0.1 | $5.4M | +111% | 31k | 172.27 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $5.4M | +2% | 11k | 510.73 |
|
| Dell Technologies CL C (DELL) | 0.1 | $5.4M | +51% | 43k | 125.88 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $5.3M | +12% | 78k | 68.22 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $5.3M | +5% | 223k | 23.65 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $5.2M | +106% | 36k | 143.97 |
|
| Ensign (ENSG) | 0.1 | $5.2M | NEW | 30k | 174.20 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $5.2M | +9% | 418k | 12.43 |
|
| Travelers Companies (TRV) | 0.1 | $5.2M | +14% | 18k | 290.07 |
|
| Astrazeneca Sponsored Adr | 0.1 | $5.2M | +15% | 56k | 91.93 |
|
| O'reilly Automotive (ORLY) | 0.1 | $5.1M | +17% | 56k | 91.21 |
|
| Linde SHS (LIN) | 0.1 | $5.1M | +88% | 12k | 426.37 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $5.0M | +16% | 100k | 50.50 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $5.0M | +16% | 64k | 78.67 |
|
| Caterpillar (CAT) | 0.1 | $5.0M | +48% | 8.7k | 572.87 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $5.0M | +4% | 10k | 480.58 |
|
| Intuit (INTU) | 0.1 | $5.0M | +35% | 7.5k | 662.44 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $5.0M | +3% | 93k | 53.63 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $5.0M | +4% | 8.5k | 580.69 |
|
| Starbucks Corporation (SBUX) | 0.1 | $4.9M | -29% | 58k | 84.21 |
|
| JBS Cl A Shs (JBS) | 0.1 | $4.9M | +3% | 341k | 14.42 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $4.9M | 82k | 59.93 |
|
|
| Nordson Corporation (NDSN) | 0.1 | $4.8M | -5% | 20k | 240.42 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $4.7M | +180% | 71k | 67.13 |
|
| Papa John's Int'l (PZZA) | 0.1 | $4.7M | -17% | 122k | 38.49 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.1 | $4.7M | -5% | 60k | 78.86 |
|
| Morgan Stanley Com New (MS) | 0.1 | $4.7M | +62% | 26k | 177.53 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $4.6M | 14k | 342.97 |
|
|
| Datadog Cl A Com (DDOG) | 0.1 | $4.6M | +385% | 34k | 135.99 |
|
| Advanced Micro Devices (AMD) | 0.1 | $4.6M | +131% | 22k | 214.16 |
|
| Sonos (SONO) | 0.1 | $4.6M | -8% | 262k | 17.56 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $4.6M | 19k | 242.91 |
|
|
| PNC Financial Services (PNC) | 0.1 | $4.6M | +14% | 22k | 208.73 |
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.1 | $4.6M | 91k | 50.12 |
|
Past Filings by NewEdge Wealth
SEC 13F filings are viewable for NewEdge Wealth going back to 2021
- NewEdge Wealth 2025 Q4 filed Feb. 3, 2026
- 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