NewEdge Wealth
Latest statistics and disclosures from NewEdge Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, BX, GOOGL, SPY, and represent 14.96% of NewEdge Wealth's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$27M), AAPL (+$22M), GOOGL (+$19M), WFC (+$18M), Fortinet (+$18M), SPTI (+$18M), S (+$17M), BMY (+$14M), VUSB (+$12M), SPTL (+$12M).
- Started 125 new stock positions in RACE, DBC, VTEB, IQV, VONG, KB, LILM, CMA, SLRC, DOCU.
- Reduced shares in these 10 stocks: , VGIT (-$14M), SWKS (-$13M), ACN (-$12M), KMB (-$10M), BABA (-$9.2M), VGLT (-$9.2M), Blucora (-$9.0M), SCHW (-$7.8M), UPS (-$7.2M).
- Sold out of its positions in ALB, AIRC, BCS, Blucora, BWA, Cano Health, E, EXG, FR, FTNT.
- NewEdge Wealth was a net buyer of stock by $385M.
- NewEdge Wealth has $3.9B in assets under management (AUM), dropping by 23.96%.
- Central Index Key (CIK): 0001861796
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Portfolio Holdings for NewEdge Wealth
NewEdge Wealth holds 735 positions in its portfolio as reported in the December 2023 quarterly 13F filing
NewEdge Wealth has 735 total positions. Only the first 250 positions are shown.
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- Download the NewEdge Wealth December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.1 | $198M | +15% | 527k | 376.04 |
|
| Apple (AAPL) | 4.0 | $156M | +16% | 809k | 192.53 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.1 | $83M | 637k | 130.92 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $75M | +34% | 540k | 139.69 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $73M | 153k | 475.31 |
|
|
| Safehold (SAFE) | 1.6 | $62M | -4% | 2.6M | 23.40 |
|
| Meta Platforms Cl A (META) | 1.4 | $56M | +20% | 158k | 353.96 |
|
| H&R Block (HRB) | 1.4 | $55M | +12% | 1.1M | 48.37 |
|
| Broadcom (AVGO) | 1.3 | $53M | +6% | 47k | 1116.26 |
|
| Kla Corp Com New (KLAC) | 1.2 | $48M | +14% | 83k | 581.30 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $47M | 621k | 75.35 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $45M | +13% | 265k | 170.10 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $45M | +13% | 77k | 582.92 |
|
| AutoZone (AZO) | 1.1 | $44M | +15% | 17k | 2585.61 |
|
| Home Depot (HD) | 1.1 | $42M | +14% | 121k | 346.55 |
|
| Adobe Systems Incorporated (ADBE) | 1.1 | $42M | +10% | 70k | 596.60 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $41M | +3% | 273k | 149.50 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $40M | 133k | 303.17 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.0 | $38M | +11% | 1.0M | 37.56 |
|
| Wells Fargo & Company (WFC) | 1.0 | $38M | +96% | 763k | 49.22 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $37M | +21% | 161k | 232.64 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.9 | $37M | +31% | 479k | 77.37 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $36M | +15% | 85k | 426.51 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.9 | $34M | 479k | 70.28 |
|
|
| QuinStreet (QNST) | 0.9 | $33M | -5% | 2.6M | 12.82 |
|
| Visa Com Cl A (V) | 0.8 | $33M | +5% | 127k | 260.35 |
|
| Novartis Sponsored Adr (NVS) | 0.8 | $33M | +15% | 325k | 100.97 |
|
| O'reilly Automotive (ORLY) | 0.8 | $33M | +13% | 34k | 950.08 |
|
| Allison Transmission Hldngs I (ALSN) | 0.8 | $30M | +9% | 520k | 58.15 |
|
| Canadian Natural Resources (CNQ) | 0.8 | $30M | +10% | 456k | 65.52 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $30M | +5% | 140k | 213.33 |
|
| Regeneron Pharmaceuticals (REGN) | 0.7 | $29M | +15% | 33k | 878.29 |
|
| MGIC Investment (MTG) | 0.7 | $28M | +8% | 1.4M | 19.29 |
|
| Amazon (AMZN) | 0.7 | $28M | -2% | 182k | 151.94 |
|
| Gilead Sciences (GILD) | 0.7 | $28M | +8% | 340k | 81.01 |
|
| Ashland (ASH) | 0.7 | $27M | -8% | 316k | 84.31 |
|
| Lam Research Corporation (LRCX) | 0.7 | $26M | +24% | 34k | 783.26 |
|
| McDonald's Corporation (MCD) | 0.6 | $24M | +6% | 81k | 296.51 |
|
| Lowe's Companies (LOW) | 0.6 | $23M | +13% | 104k | 222.55 |
|
| Powerschool Holdings Com Cl A (PWSC) | 0.6 | $23M | -5% | 974k | 23.56 |
|
| UnitedHealth (UNH) | 0.6 | $23M | +5% | 43k | 526.47 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $22M | +59% | 92k | 237.22 |
|
| Cadence Design Systems (CDNS) | 0.6 | $22M | +13% | 80k | 272.37 |
|
| Applied Materials (AMAT) | 0.5 | $21M | +12% | 132k | 162.07 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $21M | 122k | 174.87 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $21M | +14% | 519k | 41.10 |
|
| Pinterest Cl A (PINS) | 0.5 | $21M | -4% | 559k | 37.04 |
|
| salesforce (CRM) | 0.5 | $21M | -2% | 78k | 263.14 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $21M | +17% | 120k | 170.40 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.5 | $20M | +2% | 411k | 48.03 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $19M | -28% | 282k | 68.80 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $19M | +131% | 236k | 81.28 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.5 | $19M | +2% | 372k | 51.26 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $19M | 270k | 70.35 |
|
|
| Suncor Energy (SU) | 0.5 | $19M | +9% | 588k | 32.04 |
|
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.5 | $19M | -9% | 696k | 27.00 |
|
| Discover Financial Services (DFS) | 0.5 | $19M | +43% | 167k | 112.40 |
|
| Union Pacific Corporation (UNP) | 0.5 | $19M | +6% | 76k | 245.62 |
|
| Fortinet | 0.5 | $18M | NEW | 314k | 58.53 |
|
| Ryder System (R) | 0.5 | $18M | +8% | 159k | 115.06 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.5 | $18M | NEW | 635k | 28.56 |
|
| Eagle Materials (EXP) | 0.5 | $18M | +13% | 89k | 202.84 |
|
| Endeavor Group Hldgs Cl A Com (EDR) | 0.5 | $18M | +7% | 753k | 23.73 |
|
| Amgen (AMGN) | 0.4 | $18M | +12% | 61k | 288.02 |
|
| Uber Technologies (UBER) | 0.4 | $17M | -14% | 281k | 61.57 |
|
| Johnson & Johnson (JNJ) | 0.4 | $17M | +14% | 106k | 156.74 |
|
| Okta Cl A (OKTA) | 0.4 | $17M | +10% | 183k | 90.53 |
|
| Sentinelone Cl A (S) | 0.4 | $17M | NEW | 601k | 27.44 |
|
| Exelixis (EXEL) | 0.4 | $16M | +45% | 681k | 23.99 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $16M | +7% | 156k | 102.88 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $16M | +7% | 34k | 453.24 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $15M | -2% | 304k | 50.23 |
|
| Honeywell International (HON) | 0.4 | $15M | +12% | 72k | 209.71 |
|
| Linde SHS (LIN) | 0.4 | $15M | +6% | 36k | 410.71 |
|
| Verisign (VRSN) | 0.4 | $15M | +15% | 73k | 205.96 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $15M | +1568% | 291k | 51.31 |
|
| Jefferies Finl Group (JEF) | 0.4 | $14M | +9% | 356k | 40.41 |
|
| EOG Resources (EOG) | 0.4 | $14M | +9% | 116k | 120.95 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $14M | -19% | 233k | 58.33 |
|
| Berry Plastics (BERY) | 0.3 | $13M | -5% | 198k | 67.39 |
|
| Lpl Financial Holdings (LPLA) | 0.3 | $13M | +228% | 56k | 227.62 |
|
| Coca-Cola Company (KO) | 0.3 | $13M | +9% | 214k | 58.93 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $13M | +11% | 287k | 43.85 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $13M | +5880% | 254k | 49.44 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $13M | +539% | 57k | 218.15 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $12M | +12% | 31k | 406.89 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $12M | -4% | 141k | 88.36 |
|
| Morgan Stanley Com New (MS) | 0.3 | $12M | -16% | 133k | 93.25 |
|
| Vistra Energy (VST) | 0.3 | $12M | +13% | 315k | 38.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $12M | +9% | 38k | 310.88 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.3 | $12M | NEW | 402k | 29.02 |
|
| ConocoPhillips (COP) | 0.3 | $11M | +12% | 98k | 116.07 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $11M | 48k | 219.57 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $10M | +1128% | 142k | 73.55 |
|
| Biohaven (BHVN) | 0.3 | $10M | 244k | 42.80 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $10M | +3% | 71k | 146.54 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $10M | +40% | 214k | 47.90 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $10M | 94k | 108.25 |
|
|
| Comerica Incorporated (CMA) | 0.3 | $10M | NEW | 180k | 55.81 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.3 | $9.9M | -22% | 172k | 57.86 |
|
| Tesla Motors (TSLA) | 0.3 | $9.9M | 40k | 248.48 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $9.6M | +4% | 68k | 140.93 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $9.4M | 19k | 495.23 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $9.3M | -56% | 27k | 350.91 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $9.2M | +4% | 14k | 660.09 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $9.1M | 108k | 83.84 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $8.9M | 46k | 192.48 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $8.6M | 63k | 136.38 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $8.5M | 18k | 484.01 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $8.4M | +4% | 270k | 31.19 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $8.3M | +10% | 19k | 436.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $8.1M | +12% | 23k | 356.66 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $8.0M | +84% | 103k | 77.73 |
|
| Merck & Co (MRK) | 0.2 | $7.7M | +21% | 71k | 109.02 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $7.6M | +7% | 14.00 | 542625.00 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $7.6M | +4% | 51k | 147.14 |
|
| Starbucks Corporation (SBUX) | 0.2 | $7.5M | 78k | 96.01 |
|
|
| Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.2 | $7.5M | +2% | 303k | 24.58 |
|
| Sonos (SONO) | 0.2 | $7.5M | NEW | 435k | 17.14 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $7.3M | NEW | 95k | 77.02 |
|
| Abbvie (ABBV) | 0.2 | $7.2M | -46% | 46k | 154.97 |
|
| Servicenow (NOW) | 0.2 | $7.2M | -10% | 10k | 706.49 |
|
| Chevron Corporation (CVX) | 0.2 | $7.1M | +4% | 48k | 149.16 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $7.0M | +33% | 9.2k | 756.90 |
|
| Jfrog Ord Shs (FROG) | 0.2 | $6.8M | +32% | 197k | 34.61 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $6.7M | 58k | 116.29 |
|
|
| Intuit (INTU) | 0.2 | $6.7M | -8% | 11k | 625.01 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $6.5M | +8% | 66k | 99.25 |
|
| Simpson Manufacturing (SSD) | 0.2 | $6.5M | 33k | 197.98 |
|
|
| Cisco Systems (CSCO) | 0.2 | $6.2M | +7% | 122k | 50.52 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $6.1M | -13% | 102k | 59.66 |
|
| Eaton Corp SHS (ETN) | 0.2 | $6.0M | +5% | 25k | 240.82 |
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| Emcor (EME) | 0.1 | $5.8M | 27k | 215.43 |
|
|
| TJX Companies (TJX) | 0.1 | $5.7M | +79% | 61k | 93.81 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $5.4M | -72% | 91k | 59.32 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $5.4M | +3% | 103k | 52.18 |
|
| Aspen Technology (AZPN) | 0.1 | $5.2M | 24k | 220.15 |
|
|
| Cooper Cos Com New | 0.1 | $5.2M | +13% | 14k | 378.43 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.2M | -4% | 30k | 170.46 |
|
| Pool Corporation (POOL) | 0.1 | $5.0M | +6% | 13k | 398.71 |
|
| Texas Pacific Land Corp (TPL) | 0.1 | $5.0M | +3% | 3.2k | 1572.68 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $4.9M | +238% | 53k | 94.08 |
|
| FTI Consulting (FCN) | 0.1 | $4.9M | -5% | 24k | 199.15 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $4.9M | -3% | 14k | 337.36 |
|
| Philip Morris International (PM) | 0.1 | $4.8M | +69% | 51k | 94.08 |
|
| Wal-Mart Stores (WMT) | 0.1 | $4.8M | +28% | 30k | 157.65 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.7M | +22% | 24k | 200.71 |
|
| Dex (DXCM) | 0.1 | $4.7M | +407% | 38k | 124.09 |
|
| Lennox International (LII) | 0.1 | $4.7M | +3% | 11k | 447.50 |
|
| Zoetis Cl A (ZTS) | 0.1 | $4.7M | +12% | 24k | 197.37 |
|
| Air Products & Chemicals (APD) | 0.1 | $4.7M | 17k | 273.79 |
|
|
| Nordson Corporation (NDSN) | 0.1 | $4.6M | +3% | 17k | 264.16 |
|
| United Parcel Service CL B (UPS) | 0.1 | $4.6M | -61% | 29k | 157.23 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $4.5M | 238k | 19.15 |
|
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $4.5M | +12% | 195k | 23.08 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $4.5M | +2% | 27k | 163.41 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $4.4M | +92% | 9.3k | 468.13 |
|
| Ansys (ANSS) | 0.1 | $4.3M | +3% | 12k | 362.88 |
|
| Charles River Laboratories (CRL) | 0.1 | $4.3M | +7% | 18k | 236.40 |
|
| Danaher Corporation (DHR) | 0.1 | $4.3M | -2% | 19k | 231.34 |
|
| BlackRock (BLK) | 0.1 | $4.2M | 5.2k | 811.82 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $4.2M | -3% | 14k | 311.90 |
|
| Manhattan Associates (MANH) | 0.1 | $4.2M | 19k | 215.32 |
|
|
| Fastenal Company (FAST) | 0.1 | $4.2M | +2% | 64k | 64.77 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.2M | +11% | 58k | 72.43 |
|
| Watsco, Incorporated (WSO) | 0.1 | $4.2M | +3% | 9.7k | 428.45 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $4.1M | +62% | 105k | 39.66 |
|
| Primerica (PRI) | 0.1 | $4.1M | -6% | 20k | 205.76 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $4.1M | +2% | 41k | 99.98 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $4.1M | NEW | 80k | 51.05 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $4.1M | -7% | 8.5k | 477.63 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $4.0M | -12% | 80k | 50.58 |
|
| Equifax (EFX) | 0.1 | $3.9M | +3% | 16k | 247.29 |
|
| Pepsi (PEP) | 0.1 | $3.9M | -36% | 23k | 169.84 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.9M | +12% | 37k | 104.00 |
|
| Netflix (NFLX) | 0.1 | $3.9M | -34% | 7.9k | 486.88 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.1 | $3.8M | +50% | 120k | 31.84 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.8M | 71k | 53.82 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $3.8M | -70% | 49k | 77.51 |
|
| Pennantpark Floating Rate Capi (PFLT) | 0.1 | $3.7M | NEW | 309k | 12.10 |
|
| Acushnet Holdings Corp (GOLF) | 0.1 | $3.7M | -5% | 59k | 63.17 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $3.7M | +3% | 17k | 223.39 |
|
| Nextera Energy (NEE) | 0.1 | $3.7M | 61k | 60.74 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.7M | -10% | 34k | 110.66 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $3.7M | +1014% | 46k | 80.15 |
|
| Teradyne (TER) | 0.1 | $3.7M | +3% | 34k | 108.52 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.7M | +502% | 9.0k | 409.52 |
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| Abbott Laboratories (ABT) | 0.1 | $3.6M | 33k | 110.07 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $3.6M | +3% | 51k | 70.72 |
|
| Manchester Utd Ord Cl A (MANU) | 0.1 | $3.5M | NEW | 173k | 20.38 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $3.5M | +43% | 52k | 68.31 |
|
| Rollins (ROL) | 0.1 | $3.4M | +3% | 79k | 43.67 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.4M | -2% | 33k | 105.43 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $3.4M | -73% | 55k | 61.53 |
|
| Gra (GGG) | 0.1 | $3.4M | -4% | 39k | 86.76 |
|
| Palo Alto Networks (PANW) | 0.1 | $3.4M | -6% | 11k | 294.88 |
|
| Synopsys (SNPS) | 0.1 | $3.3M | 6.5k | 514.91 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $3.3M | 210k | 15.93 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $3.3M | +51% | 393k | 8.46 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.3M | +12% | 27k | 124.97 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $3.3M | +22% | 363k | 9.11 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $3.3M | +3% | 38k | 86.18 |
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $3.3M | 16k | 208.34 |
|
|
| Landstar System (LSTR) | 0.1 | $3.3M | 17k | 193.65 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $3.3M | 63k | 51.67 |
|
|
| Saia (SAIA) | 0.1 | $3.3M | +9% | 7.4k | 438.22 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $3.3M | 14k | 229.69 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.3M | -39% | 30k | 108.41 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $3.2M | +9% | 7.2k | 446.26 |
|
| Toro Company (TTC) | 0.1 | $3.2M | +36% | 34k | 95.99 |
|
| American Tower Reit (AMT) | 0.1 | $3.2M | +5% | 15k | 215.88 |
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| Arista Networks (ANET) | 0.1 | $3.2M | 14k | 235.51 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $3.2M | +3% | 12k | 273.33 |
|
| Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $3.2M | -33% | 101k | 31.47 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $3.1M | +3% | 25k | 126.69 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $3.1M | -5% | 17k | 189.47 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $3.1M | NEW | 106k | 29.41 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.1M | +14% | 92k | 33.67 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $3.1M | -26% | 62k | 50.36 |
|
| American Express Company (AXP) | 0.1 | $3.1M | +21% | 17k | 187.34 |
|
| Thor Industries (THO) | 0.1 | $3.1M | +3% | 26k | 118.25 |
|
| Ufp Industries (UFPI) | 0.1 | $3.0M | NEW | 24k | 125.55 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $3.0M | +139% | 54k | 56.14 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.0M | -3% | 29k | 103.45 |
|
| Norfolk Southern (NSC) | 0.1 | $3.0M | +3% | 13k | 236.39 |
|
| Qualcomm (QCOM) | 0.1 | $3.0M | +120% | 21k | 144.63 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.0M | +10% | 17k | 179.97 |
|
| First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.1 | $3.0M | 58k | 51.68 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.9M | -6% | 5.5k | 530.75 |
|
| Siteone Landscape Supply (SITE) | 0.1 | $2.9M | +3% | 18k | 162.50 |
|
| Chemed Corp Com Stk (CHE) | 0.1 | $2.9M | +3% | 5.0k | 584.74 |
|
| Darden Restaurants (DRI) | 0.1 | $2.9M | +3% | 18k | 164.30 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $2.9M | +3% | 2.5k | 1164.01 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $2.9M | -5% | 50k | 57.81 |
|
| Exponent (EXPO) | 0.1 | $2.9M | +3% | 32k | 88.04 |
|
| Paychex (PAYX) | 0.1 | $2.8M | 24k | 119.11 |
|
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $2.8M | -8% | 64k | 44.61 |
|
| Moelis & Co Cl A (MC) | 0.1 | $2.8M | -2% | 50k | 56.13 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $2.8M | +14% | 12k | 241.77 |
|
| BP Sponsored Adr (BP) | 0.1 | $2.8M | +34% | 79k | 35.40 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $2.8M | +34% | 90k | 30.91 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $2.8M | 9.7k | 284.89 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $2.7M | +4% | 65k | 42.57 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $2.7M | +54% | 29k | 93.16 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $2.7M | NEW | 47k | 57.96 |
|
| Kadant (KAI) | 0.1 | $2.7M | NEW | 9.6k | 280.31 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $2.7M | -21% | 56k | 48.32 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $2.7M | 83k | 32.26 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.7M | +76% | 9.6k | 277.16 |
|
| FactSet Research Systems (FDS) | 0.1 | $2.7M | 5.6k | 477.03 |
|
Past Filings by NewEdge Wealth
SEC 13F filings are viewable for NewEdge Wealth going back to 2021
- 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
- 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