NewEdge Wealth
Latest statistics and disclosures from NewEdge Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, STAR, AAPL, BX, SAFE, and represent 14.21% of NewEdge Wealth's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$22M), CRM (+$18M), LLY (+$14M), WFC (+$13M), MNTV (+$12M), AZO (+$12M), JPST (+$9.7M), MSFT (+$9.5M), BX (+$8.7M), VO (+$8.7M).
- Started 172 new stock positions in MPWR, ANET, CLVT, NXPI, DD, MKL, ODFL, ABEV, VRSK, DLR.
- Reduced shares in these 10 stocks: XT (-$20M), ZUO (-$18M), , ASH (-$9.7M), DLB (-$9.6M), BERY (-$9.5M), BPOP (-$9.0M), DNB (-$7.8M), PFF (-$7.2M), TIP (-$6.3M).
- Sold out of its positions in Aspen Technology, BBWI, CF, Cerner Corporation, COIN, Crane, DCT, EW, EVR, SKYY.
- NewEdge Wealth was a net buyer of stock by $347M.
- NewEdge Wealth has $2.2B in assets under management (AUM), dropping by -2.34%.
- Central Index Key (CIK): 0001861796
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Portfolio Holdings for NewEdge Wealth
NewEdge Wealth holds 551 positions in its portfolio as reported in the June 2022 quarterly 13F filing
NewEdge Wealth has 551 total positions. Only the first 250 positions are shown.
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- Download the NewEdge Wealth June 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.5 | $78M | +13% | 304k | 256.83 | |
| iStar Financial (STAR) | 3.0 | $67M | 4.9M | 13.71 | ||
| Apple (AAPL) | 2.6 | $57M | +13% | 420k | 136.72 | |
| Blackstone Group Inc Com Cl A (BX) | 2.5 | $56M | +18% | 611k | 91.23 | |
| Safehold (SAFE) | 2.5 | $55M | -2% | 1.6M | 35.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $42M | 111k | 377.25 | ||
| New Relic (NEWR) | 1.9 | $42M | +5% | 829k | 50.05 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.9 | $41M | -5% | 661k | 62.49 | |
| Vanguard Index Fds Value Etf (VTV) | 1.8 | $40M | -3% | 300k | 131.88 | |
| Ashland (ASH) | 1.6 | $36M | -21% | 352k | 103.05 | |
| Berry Plastics (BERY) | 1.6 | $35M | -21% | 640k | 54.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $34M | +9% | 16k | 2179.27 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $33M | 150k | 218.70 | ||
| UnitedHealth (UNH) | 1.4 | $30M | +16% | 58k | 513.63 | |
| Zillow Group Cl C Cap Stk (Z) | 1.2 | $26M | 825k | 31.75 | ||
| Group 1 Automotive (GPI) | 1.1 | $23M | 137k | 169.80 | ||
| Pfizer (PFE) | 1.0 | $23M | +20% | 436k | 52.43 | |
| Amazon (AMZN) | 1.0 | $23M | +2184% | 215k | 106.21 | |
| Home Depot (HD) | 1.0 | $23M | +17% | 83k | 274.26 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $22M | +64% | 112k | 196.97 | |
| QuinStreet (QNST) | 1.0 | $22M | -20% | 2.2M | 10.06 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $22M | +9% | 123k | 176.11 | |
| H&R Block (HRB) | 1.0 | $22M | +4% | 610k | 35.32 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 1.0 | $21M | +15% | 639k | 32.76 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $20M | -10% | 477k | 41.65 | |
| salesforce (CRM) | 0.9 | $20M | +1011% | 119k | 165.04 | |
| AutoZone (AZO) | 0.9 | $20M | +141% | 9.1k | 2149.11 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.8 | $19M | -5% | 365k | 50.97 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.8 | $18M | +8% | 598k | 29.96 | |
| Visa Com Cl A (V) | 0.8 | $17M | +27% | 86k | 196.90 | |
| Johnson & Johnson (JNJ) | 0.7 | $16M | +25% | 90k | 177.51 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $16M | +20% | 57k | 277.66 | |
| Meta Platforms Cl A (META) | 0.7 | $16M | +9% | 97k | 161.25 | |
| Intel Corporation (INTC) | 0.7 | $16M | +4% | 417k | 37.41 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.7 | $15M | +182% | 299k | 50.09 | |
| Global X Fds Cybrscurty Etf (BUG) | 0.7 | $15M | +109% | 588k | 25.00 | |
| Eli Lilly & Co. (LLY) | 0.6 | $14M | +3465% | 43k | 324.24 | |
| Procter & Gamble Company (PG) | 0.6 | $14M | +33% | 95k | 143.79 | |
| Coca-Cola Company (KO) | 0.6 | $14M | +5% | 216k | 62.91 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $14M | +28% | 159k | 85.34 | |
| Canadian Natural Resources (CNQ) | 0.6 | $13M | +3% | 251k | 53.68 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $13M | -4% | 223k | 58.85 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $13M | +14% | 116k | 112.61 | |
| Momentive Global (MNTV) | 0.6 | $13M | +832% | 1.5M | 8.80 | |
| Wells Fargo & Company (WFC) | 0.6 | $13M | NEW | 330k | 39.17 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.6 | $13M | +62% | 37k | 349.61 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $13M | 88k | 143.47 | ||
| McDonald's Corporation (MCD) | 0.6 | $13M | +11% | 51k | 246.87 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $12M | +26% | 33k | 366.06 | |
| Ishares Core Msci Emkt (IEMG) | 0.5 | $12M | -3% | 234k | 49.06 | |
| O'reilly Automotive (ORLY) | 0.5 | $11M | +18% | 18k | 631.77 | |
| Powerschool Holdings Com Cl A (PWSC) | 0.5 | $11M | +49% | 907k | 12.05 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $11M | +2% | 58k | 188.62 | |
| Jefferies Finl Group (JEF) | 0.5 | $11M | +4% | 392k | 27.62 | |
| American Tower Reit (AMT) | 0.5 | $11M | +38% | 42k | 255.60 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $11M | +13% | 171k | 61.16 | |
| Union Pacific Corporation (UNP) | 0.5 | $10M | +9% | 49k | 213.29 | |
| EOG Resources (EOG) | 0.5 | $10M | +4% | 93k | 110.44 | |
| Regeneron Pharmaceuticals (REGN) | 0.5 | $10M | +3% | 17k | 591.15 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $9.7M | +14% | 23k | 429.97 | |
| Listed Fd Tr Horizon Kinetics (INFL) | 0.4 | $9.6M | 337k | 28.54 | ||
| United Parcel Service CL B (UPS) | 0.4 | $9.4M | +66% | 52k | 182.55 | |
| Lowe's Companies (LOW) | 0.4 | $9.4M | +27% | 54k | 174.67 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.4 | $9.3M | +20% | 133k | 70.16 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $9.3M | -4% | 101k | 92.41 | |
| Fortinet (FTNT) | 0.4 | $9.1M | +419% | 162k | 56.58 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $9.1M | -11% | 127k | 71.51 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $9.0M | +22% | 154k | 58.86 | |
| Amgen (AMGN) | 0.4 | $9.0M | +19% | 37k | 243.29 | |
| Abbvie (ABBV) | 0.4 | $8.9M | +70% | 58k | 153.16 | |
| Novartis Sponsored Adr (NVS) | 0.4 | $8.2M | +17% | 97k | 84.53 | |
| Costco Wholesale Corporation (COST) | 0.4 | $8.2M | +44% | 17k | 479.29 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $8.0M | +93% | 105k | 76.26 | |
| Danaher Corporation (DHR) | 0.3 | $7.7M | +14% | 30k | 253.51 | |
| Interpublic Group of Companies (IPG) | 0.3 | $7.5M | +4% | 273k | 27.53 | |
| Lam Research Corporation (LRCX) | 0.3 | $7.5M | +3% | 18k | 426.16 | |
| SLM Corporation (SLM) | 0.3 | $7.5M | +2% | 471k | 15.94 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $7.2M | -7% | 41k | 175.39 | |
| Ishares Tr National Mun Etf (MUB) | 0.3 | $7.1M | 67k | 106.35 | ||
| Starbucks Corporation (SBUX) | 0.3 | $6.9M | +58% | 90k | 76.39 | |
| Ryder System (R) | 0.3 | $6.8M | +99% | 96k | 71.06 | |
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.3 | $6.7M | +7% | 164k | 40.80 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $6.7M | 161k | 41.64 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $6.6M | -3% | 52k | 127.12 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $6.6M | +3% | 59k | 111.73 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $6.6M | -4% | 65k | 101.57 | |
| Gilead Sciences (GILD) | 0.3 | $6.5M | +45% | 106k | 61.81 | |
| Honeywell International (HON) | 0.3 | $6.5M | +10% | 37k | 173.82 | |
| Sherwin-Williams Company (SHW) | 0.3 | $6.4M | +35% | 29k | 223.91 | |
| Allison Transmission Hldngs I (ALSN) | 0.3 | $6.3M | NEW | 164k | 38.45 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $6.3M | +43% | 2.9k | 2187.83 | |
| Linde SHS (LIN) | 0.3 | $6.2M | +5% | 22k | 287.51 | |
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $6.1M | +5% | 192k | 31.45 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $6.0M | -54% | 182k | 32.88 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $5.8M | -28% | 64k | 90.71 | |
| Crown Castle Intl (CCI) | 0.3 | $5.8M | +894% | 35k | 168.39 | |
| Garmin SHS (GRMN) | 0.3 | $5.8M | +49% | 59k | 98.26 | |
| Nrg Energy Com New (NRG) | 0.3 | $5.8M | +4% | 151k | 38.17 | |
| Chevron Corporation (CVX) | 0.3 | $5.5M | +615% | 38k | 144.79 | |
| Allstate Corporation (ALL) | 0.2 | $5.5M | +5% | 43k | 126.73 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $5.4M | 17k | 326.52 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $5.3M | 13.00 | 408923.08 | ||
| Merck & Co (MRK) | 0.2 | $5.3M | +664% | 58k | 91.18 | |
| Applied Materials (AMAT) | 0.2 | $5.2M | +6% | 57k | 90.98 | |
| Servicenow (NOW) | 0.2 | $4.9M | +105% | 10k | 475.53 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $4.9M | +3% | 42k | 118.78 | |
| Diageo Spon Adr New (DEO) | 0.2 | $4.9M | -17% | 28k | 174.14 | |
| FTI Consulting (FCN) | 0.2 | $4.9M | +44% | 27k | 180.86 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.8M | 21k | 222.87 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.8M | -6% | 14k | 346.86 | |
| Texas Pacific Land Corp (TPL) | 0.2 | $4.7M | 3.2k | 1488.15 | ||
| Texas Instruments Incorporated (TXN) | 0.2 | $4.5M | +311% | 29k | 153.66 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $4.5M | 202k | 22.19 | ||
| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $4.4M | +2117% | 89k | 50.05 | |
| Pepsi (PEP) | 0.2 | $4.4M | +402% | 26k | 166.67 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $4.3M | +89% | 62k | 68.26 | |
| Abbott Laboratories (ABT) | 0.2 | $4.3M | +153% | 39k | 108.66 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $4.2M | 70k | 59.38 | ||
| Verizon Communications (VZ) | 0.2 | $4.1M | +1461% | 81k | 50.75 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $4.0M | 238k | 16.82 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $4.0M | -50% | 36k | 110.03 | |
| Crane Holdings (CR) | 0.2 | $4.0M | NEW | 45k | 87.55 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $3.9M | -2% | 23k | 172.46 | |
| NVIDIA Corporation (NVDA) | 0.2 | $3.8M | +84% | 25k | 151.58 | |
| Jack Henry & Associates (JKHY) | 0.2 | $3.7M | +43% | 21k | 180.01 | |
| Broadcom (AVGO) | 0.2 | $3.7M | +113% | 7.6k | 485.78 | |
| Teledyne Technologies Incorporated (TDY) | 0.2 | $3.6M | +95% | 9.6k | 375.10 | |
| Dominion Resources (D) | 0.2 | $3.6M | +961% | 45k | 79.80 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.5M | -7% | 35k | 101.69 | |
| BlackRock (BLK) | 0.2 | $3.5M | +450% | 5.8k | 609.06 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.5M | +79% | 11k | 315.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.5M | +193% | 13k | 272.98 | |
| Cisco Systems (CSCO) | 0.2 | $3.4M | +597% | 80k | 42.64 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $3.4M | -48% | 87k | 39.24 | |
| Zoetis Cl A (ZTS) | 0.1 | $3.3M | +110% | 19k | 171.88 | |
| Air Products & Chemicals (APD) | 0.1 | $3.3M | +726% | 14k | 240.48 | |
| Philip Morris International (PM) | 0.1 | $3.2M | +822% | 33k | 98.73 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $3.0M | +65% | 17k | 184.51 | |
| Intuit (INTU) | 0.1 | $3.0M | +119% | 7.8k | 385.39 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $3.0M | 13k | 235.50 | ||
| Pool Corporation (POOL) | 0.1 | $3.0M | +68% | 8.4k | 351.26 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $2.9M | 207k | 14.18 | ||
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $2.9M | +934% | 68k | 42.91 | |
| Emcor (EME) | 0.1 | $2.9M | +44% | 28k | 102.97 | |
| Charles River Laboratories (CRL) | 0.1 | $2.8M | +66% | 13k | 214.00 | |
| Aspen Technology (AZPN) | 0.1 | $2.8M | NEW | 15k | 183.71 | |
| Nextera Energy (NEE) | 0.1 | $2.8M | +149% | 36k | 77.45 | |
| Truist Financial Corp equities (TFC) | 0.1 | $2.8M | +627% | 59k | 47.42 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $2.8M | -36% | 50k | 55.81 | |
| Nordson Corporation (NDSN) | 0.1 | $2.8M | +74% | 14k | 202.44 | |
| Travel Leisure Ord (TNL) | 0.1 | $2.7M | NEW | 71k | 38.82 | |
| Simpson Manufacturing (SSD) | 0.1 | $2.7M | +42% | 27k | 100.62 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $2.7M | +316% | 52k | 52.65 | |
| Landstar System (LSTR) | 0.1 | $2.7M | +44% | 19k | 145.39 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $2.7M | +71% | 9.1k | 293.97 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $2.6M | 73k | 36.03 | ||
| Acushnet Holdings Corp (GOLF) | 0.1 | $2.6M | +42% | 63k | 41.68 | |
| Primerica (PRI) | 0.1 | $2.6M | +59% | 22k | 119.68 | |
| Gra (GGG) | 0.1 | $2.6M | +43% | 44k | 59.40 | |
| PNC Financial Services (PNC) | 0.1 | $2.6M | +1362% | 16k | 157.78 | |
| Copart (CPRT) | 0.1 | $2.6M | +92% | 24k | 108.67 | |
| Progressive Corporation (PGR) | 0.1 | $2.6M | NEW | 22k | 116.26 | |
| Eaton Corp SHS (ETN) | 0.1 | $2.5M | +526% | 20k | 126.01 | |
| Bentley Sys Com Cl B (BSY) | 0.1 | $2.4M | +122% | 73k | 33.30 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.4M | +88% | 5.1k | 475.89 | |
| Manhattan Associates (MANH) | 0.1 | $2.4M | +51% | 21k | 114.58 | |
| First Hawaiian (FHB) | 0.1 | $2.4M | +40% | 106k | 22.71 | |
| Cooper Cos Com New (COO) | 0.1 | $2.4M | +64% | 7.6k | 313.17 | |
| Fidelity National Information Services (FIS) | 0.1 | $2.4M | +1175% | 26k | 91.66 | |
| Bank of America Corporation (BAC) | 0.1 | $2.4M | +358% | 76k | 31.13 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $2.3M | +126% | 15k | 155.24 | |
| Teradyne (TER) | 0.1 | $2.3M | +59% | 26k | 89.54 | |
| Siteone Landscape Supply (SITE) | 0.1 | $2.3M | +62% | 19k | 118.88 | |
| Exponent (EXPO) | 0.1 | $2.3M | +163% | 25k | 91.45 | |
| Fastenal Company (FAST) | 0.1 | $2.2M | +474% | 45k | 49.91 | |
| FactSet Research Systems (FDS) | 0.1 | $2.2M | +46% | 5.8k | 384.52 | |
| Paychex (PAYX) | 0.1 | $2.2M | +953% | 19k | 113.90 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $2.2M | -11% | 30k | 71.91 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.2M | 46k | 47.64 | ||
| Watts Water Technologies Cl A (WTS) | 0.1 | $2.2M | +41% | 18k | 122.84 | |
| Equifax (EFX) | 0.1 | $2.1M | +64% | 12k | 182.78 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.1M | +240% | 34k | 62.09 | |
| Thor Industries (THO) | 0.1 | $2.1M | +77% | 29k | 74.74 | |
| Medtronic SHS (MDT) | 0.1 | $2.1M | +136% | 23k | 89.76 | |
| BancFirst Corporation (BANF) | 0.1 | $2.1M | NEW | 22k | 95.72 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $2.1M | -7% | 67k | 30.93 | |
| Williams Companies (WMB) | 0.1 | $2.0M | +270% | 66k | 31.21 | |
| Tesla Motors (TSLA) | 0.1 | $2.0M | -4% | 3.0k | 673.36 | |
| RBC Bearings Incorporated (RBC) | 0.1 | $2.0M | +47% | 11k | 184.92 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $2.0M | +63% | 25k | 79.00 | |
| Toro Company (TTC) | 0.1 | $2.0M | +47% | 26k | 75.81 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.0M | -50% | 27k | 73.60 | |
| At&t (T) | 0.1 | $2.0M | +628% | 94k | 20.96 | |
| Cme (CME) | 0.1 | $2.0M | +320% | 9.6k | 204.74 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.9M | +360% | 18k | 111.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.9M | +230% | 24k | 81.74 | |
| Autodesk (ADSK) | 0.1 | $1.9M | +59% | 11k | 171.99 | |
| Enbridge (ENB) | 0.1 | $1.9M | NEW | 45k | 42.27 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.9M | +317% | 22k | 85.66 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | +43% | 3.4k | 543.27 | |
| Sempra Energy (SRE) | 0.1 | $1.8M | +278% | 12k | 150.23 | |
| Allegion Ord Shs (ALLE) | 0.1 | $1.8M | +65% | 19k | 97.87 | |
| Watsco, Incorporated (WSO) | 0.1 | $1.8M | NEW | 7.5k | 238.78 | |
| SVB Financial (SIVB) | 0.1 | $1.8M | 4.4k | 394.96 | ||
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.7M | +64% | 32k | 55.01 | |
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $1.7M | -84% | 24k | 71.54 | |
| Chemed Corp Com Stk (CHE) | 0.1 | $1.7M | +60% | 3.7k | 469.33 | |
| Realty Income (O) | 0.1 | $1.7M | +679% | 25k | 68.25 | |
| Lennox International (LII) | 0.1 | $1.7M | +77% | 8.1k | 206.64 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.7M | +177% | 18k | 91.12 | |
| Synopsys (SNPS) | 0.1 | $1.7M | NEW | 5.5k | 303.64 | |
| Rli (RLI) | 0.1 | $1.7M | +42% | 14k | 116.56 | |
| Norfolk Southern (NSC) | 0.1 | $1.6M | +355% | 7.2k | 227.30 | |
| Pioneer Natural Resources (PXD) | 0.1 | $1.6M | NEW | 7.3k | 223.10 | |
| Netflix (NFLX) | 0.1 | $1.6M | +34% | 9.3k | 174.88 | |
| Stryker Corporation (SYK) | 0.1 | $1.6M | NEW | 8.1k | 198.96 | |
| Qualcomm (QCOM) | 0.1 | $1.6M | +164% | 13k | 127.72 | |
| Moelis & Co Cl A (MC) | 0.1 | $1.6M | +61% | 40k | 39.36 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.6M | +266% | 24k | 66.06 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.6M | +56% | 16k | 96.10 | |
| Caterpillar (CAT) | 0.1 | $1.5M | NEW | 8.7k | 178.80 | |
| Cigna Corp (CI) | 0.1 | $1.5M | +100% | 5.9k | 263.50 | |
| Nike CL B (NKE) | 0.1 | $1.5M | +18% | 15k | 102.17 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $1.5M | +995% | 52k | 29.26 | |
| GSK Sponsored Adr | 0.1 | $1.5M | +193% | 35k | 43.52 | |
| Roper Industries (ROP) | 0.1 | $1.5M | NEW | 3.8k | 394.61 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $1.5M | +39% | 17k | 89.10 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.5M | 12k | 128.22 | ||
| Rollins (ROL) | 0.1 | $1.5M | +65% | 42k | 34.92 | |
| Darden Restaurants (DRI) | 0.1 | $1.5M | NEW | 13k | 113.11 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $1.5M | NEW | 5.7k | 256.28 | |
| First Republic Bank/san F (FRC) | 0.1 | $1.5M | NEW | 10k | 144.19 | |
| Gartner (IT) | 0.1 | $1.5M | +202% | 6.1k | 241.90 | |
| Target Corporation (TGT) | 0.1 | $1.5M | NEW | 10k | 141.25 | |
| Digital Realty Trust (DLR) | 0.1 | $1.5M | NEW | 11k | 129.86 | |
| Shell Spon Ads (SHEL) | 0.1 | $1.4M | +205% | 27k | 52.29 | |
| Concert Pharmaceuticals I equity (CNCE) | 0.1 | $1.4M | 337k | 4.21 | ||
| Bce Com New (BCE) | 0.1 | $1.4M | NEW | 29k | 49.17 | |
| Southern Company (SO) | 0.1 | $1.4M | NEW | 20k | 71.30 | |
| General Motors Company (GM) | 0.1 | $1.4M | +64% | 44k | 31.76 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | NEW | 18k | 76.97 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $1.4M | +131% | 17k | 81.75 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.4M | NEW | 13k | 107.18 | |
| Apollo Global Mgmt (APO) | 0.1 | $1.4M | +8% | 28k | 48.47 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.4M | NEW | 9.3k | 148.04 | |
| Lululemon Athletica (LULU) | 0.1 | $1.4M | NEW | 5.0k | 272.53 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $1.4M | 198k | 6.90 | ||
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | +56% | 6.7k | 200.72 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $1.3M | +36% | 38k | 35.56 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.3M | 28k | 47.26 |
Past Filings by NewEdge Wealth
SEC 13F filings are viewable for NewEdge Wealth going back to 2021
- NewEdge Wealth 2022 Q2 filed Aug. 9, 2022
- NewEdge Wealth 2022 Q1 filed May 10, 2022
- NewEdge Wealth 2021 Q4 filed Jan. 31, 2022
- NewEdge Wealth 2021 Q3 filed Nov. 12, 2021
- NewEdge Wealth 2021 Q2 filed Aug. 11, 2021
- NewEdge Wealth 2020 Q4 filed May 13, 2021
- NewEdge Wealth 2021 Q1 filed May 13, 2021