NewEdge Wealth

Latest statistics and disclosures from NewEdge Wealth's latest quarterly 13F-HR filing:

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Portfolio Holdings for NewEdge Wealth

NewEdge Wealth holds 607 positions in its portfolio as reported in the March 2023 quarterly 13F filing

NewEdge Wealth has 607 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.0 $105M +4% 365k 288.30
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Apple (AAPL) 3.5 $92M +6% 560k 164.90
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Safehold 3.1 $83M NEW 2.8M 29.37
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Blackstone Group Inc Com Cl A (BX) 2.5 $65M 739k 87.84
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New Relic (NEWR) 2.2 $58M 764k 75.29
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $54M +18% 132k 409.39
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Ishares Tr Msci Eafe Etf (EFA) 1.7 $44M -6% 613k 71.52
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Vanguard Index Fds Value Etf (VTV) 1.5 $38M 278k 138.11
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QuinStreet (QNST) 1.4 $38M +2% 2.4M 15.87
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Ashland (ASH) 1.4 $37M +8% 363k 102.71
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $33M -12% 135k 244.33
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $31M 299k 103.73
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H&R Block (HRB) 1.0 $27M +8% 776k 35.25
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AutoZone (AZO) 1.0 $27M +5% 11k 2458.15
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Vanguard Index Fds Mid Cap Etf (VO) 1.0 $27M +13% 128k 210.92
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Home Depot (HD) 1.0 $26M +5% 88k 295.12
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Kraneshares Tr Csi Chi Internet (KWEB) 1.0 $25M +8% 812k 31.19
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salesforce (CRM) 1.0 $25M 126k 199.78
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Vanguard Index Fds Small Cp Etf (VB) 0.9 $25M +8% 132k 189.56
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Ishares Tr Msci Intl Qualty (IQLT) 0.9 $25M +24% 705k 35.30
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $23M +233% 181k 129.46
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Uber Technologies (UBER) 0.9 $23M 727k 31.70
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Meta Platforms Cl A (META) 0.8 $22M +6% 104k 211.94
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $22M +2% 353k 62.34
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Kla Corp Com New (KLAC) 0.8 $22M +6% 54k 399.17
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $21M +19% 280k 76.23
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O'reilly Automotive (ORLY) 0.8 $21M +3% 24k 848.98
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $20M +22% 343k 58.54
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UnitedHealth (UNH) 0.8 $20M -26% 42k 472.59
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Visa Com Cl A (V) 0.8 $20M +2% 88k 225.46
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Mastercard Incorporated Cl A (MA) 0.7 $20M +96% 54k 363.41
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Berry Plastics (BERY) 0.7 $19M -22% 328k 58.90
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $19M 195k 96.70
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $19M +17% 373k 50.32
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Powerschool Holdings Com Cl A (PWSC) 0.7 $19M 941k 19.82
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $19M +8% 457k 40.40
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Eli Lilly & Co. (LLY) 0.7 $18M +5% 54k 343.42
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Canadian Natural Resources (CNQ) 0.7 $18M +10% 332k 55.35
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JPMorgan Chase & Co. (JPM) 0.7 $18M +12% 140k 130.31
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Allison Transmission Hldngs I (ALSN) 0.7 $18M +98% 389k 45.24
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Johnson & Johnson (JNJ) 0.7 $18M +7% 113k 155.00
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McDonald's Corporation (MCD) 0.7 $17M +8% 62k 279.61
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Regeneron Pharmaceuticals (REGN) 0.6 $17M +5% 21k 821.67
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Vanguard Specialized Funds Div App Etf (VIG) 0.6 $17M +17% 108k 154.01
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Jefferies Finl Group (JEF) 0.6 $17M +11% 525k 31.74
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $17M +13% 249k 66.85
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $17M +15% 277k 59.96
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Charles Schwab Corporation (SCHW) 0.6 $16M +10260% 308k 52.38
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Gilead Sciences (GILD) 0.6 $15M +113% 184k 82.97
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $14M +7% 55k 263.19
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Amazon (AMZN) 0.5 $14M +13% 138k 103.29
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Adobe Systems Incorporated (ADBE) 0.5 $14M +3% 36k 385.37
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Suncor Energy (SU) 0.5 $14M +9% 435k 31.05
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Lowe's Companies (LOW) 0.5 $13M +6% 66k 199.97
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Interpublic Group of Companies (IPG) 0.5 $13M +9% 354k 37.24
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Fortinet (FTNT) 0.5 $13M +4% 197k 66.46
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Lockheed Martin Corporation (LMT) 0.5 $13M +10% 27k 472.74
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $13M -9% 139k 92.09
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Wells Fargo & Company (WFC) 0.5 $12M -16% 328k 37.38
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $12M 42k 285.81
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United Parcel Service CL B (UPS) 0.5 $12M +5% 62k 193.99
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Novartis Sponsored Adr (NVS) 0.4 $12M +12% 127k 92.00
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Blucora (AVTA) 0.4 $12M NEW 440k 26.32
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Union Pacific Corporation (UNP) 0.4 $11M +3% 57k 201.26
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MGIC Investment (MTG) 0.4 $11M NEW 848k 13.42
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Zillow Group Cl C Cap Stk (Z) 0.4 $11M 253k 44.47
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Select Sector Spdr Tr Energy (XLE) 0.4 $11M +4% 135k 82.83
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Principal Financial (PFG) 0.4 $11M NEW 151k 74.32
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Ryder System (R) 0.4 $11M +9% 124k 89.24
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Lam Research Corporation (LRCX) 0.4 $11M +5% 20k 530.13
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Cadence Design Systems (CDNS) 0.4 $11M +4% 51k 210.09
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Listed Fd Tr Horizon Kinetics (INFL) 0.4 $11M +6% 348k 30.84
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Amgen (AMGN) 0.4 $11M +10% 44k 241.75
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Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $11M +6% 208k 50.66
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Abbvie (ABBV) 0.4 $11M +2% 66k 159.37
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Ishares Core Msci Emkt (IEMG) 0.4 $10M -6% 207k 48.79
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EOG Resources (EOG) 0.4 $9.9M +9% 87k 114.63
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Coca-Cola Company (KO) 0.4 $9.9M -36% 160k 62.03
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Verisign (VRSN) 0.4 $9.8M NEW 47k 211.33
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $9.5M 47k 204.10
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $9.4M +6% 49k 194.89
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Linde SHS 0.3 $9.1M NEW 26k 355.44
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Honeywell International (HON) 0.3 $8.7M 45k 191.12
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Eagle Materials (EXP) 0.3 $8.5M NEW 58k 146.75
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Starbucks Corporation (SBUX) 0.3 $8.5M -9% 82k 104.13
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Applied Materials (AMAT) 0.3 $8.4M 69k 122.83
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Vanguard Index Fds Growth Etf (VUG) 0.3 $8.4M +52% 34k 249.44
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American Tower Reit (AMT) 0.3 $8.3M -12% 40k 204.34
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Tesla Motors (TSLA) 0.3 $8.1M +500% 39k 207.46
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $8.0M +614% 96k 83.04
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Danaher Corporation (DHR) 0.3 $7.9M +2% 31k 252.04
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $7.5M +46% 115k 65.51
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ConocoPhillips (COP) 0.3 $7.4M +2219% 75k 99.21
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $7.1M NEW 83k 86.28
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Agilent Technologies Inc C ommon (A) 0.3 $7.0M +7% 51k 138.34
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Vanguard World Fds Inf Tech Etf (VGT) 0.3 $7.0M +7% 18k 385.46
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Chevron Corporation (CVX) 0.3 $7.0M +5% 43k 163.16
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Pfizer (PFE) 0.3 $6.7M -68% 164k 40.80
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $6.5M 21k 315.07
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Select Sector Spdr Tr Technology (XLK) 0.2 $6.2M +2% 41k 151.01
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Merck & Co (MRK) 0.2 $6.2M +7% 58k 106.39
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $6.2M 58k 106.20
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $6.1M 13.00 465600.00
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Huntsman Corporation (HUN) 0.2 $6.0M +9% 221k 27.36
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NVIDIA Corporation (NVDA) 0.2 $6.0M +15% 22k 277.77
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Alphabet Cap Stk Cl C (GOOG) 0.2 $5.9M +12% 57k 104.00
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $5.9M +14% 73k 80.22
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Pepsi (PEP) 0.2 $5.6M +6% 31k 182.30
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Texas Instruments Incorporated (TXN) 0.2 $5.4M -9% 29k 186.01
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Texas Pacific Land Corp (TPL) 0.2 $5.4M 3.2k 1701.02
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Star Hldgs Shs Ben Int 0.2 $5.4M NEW 308k 17.39
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Procter & Gamble Company (PG) 0.2 $5.3M 36k 148.69
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $5.2M +3% 17k 308.77
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FTI Consulting (FCN) 0.2 $5.2M -9% 26k 197.35
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $5.2M 42k 124.07
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Cisco Systems (CSCO) 0.2 $5.2M 99k 52.27
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Ishares Tr Blackrock Ultra (ICSH) 0.2 $5.1M +4% 102k 50.25
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Aspen Technology (AZPN) 0.2 $5.0M +28% 22k 228.87
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Cano Health Com Cl A (CANO) 0.2 $5.0M +11402% 5.5M 0.91
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Servicenow (NOW) 0.2 $5.0M +7% 11k 464.72
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Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.2 $5.0M +2% 220k 22.62
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Air Products & Chemicals (APD) 0.2 $4.8M +3% 17k 287.21
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $4.8M -45% 106k 45.17
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Ishares Tr National Mun Etf (MUB) 0.2 $4.7M -2% 44k 107.74
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Costco Wholesale Corporation (COST) 0.2 $4.7M -57% 9.4k 496.87
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Broadcom (AVGO) 0.2 $4.7M -14% 7.3k 641.54
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $4.7M +14% 13k 376.08
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Teledyne Technologies Incorporated (TDY) 0.2 $4.7M +2% 11k 447.34
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Emcor (EME) 0.2 $4.5M -9% 28k 162.59
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $4.5M 238k 18.91
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Abbott Laboratories (ABT) 0.2 $4.4M -6% 44k 101.26
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Crown Castle Intl (CCI) 0.2 $4.1M +2% 30k 133.84
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Cooper Cos Com New (COO) 0.2 $4.1M +5% 11k 373.35
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Intuit (INTU) 0.2 $4.0M +15% 8.9k 445.81
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Eaton Corp SHS (ETN) 0.2 $4.0M +11% 23k 171.34
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Primerica (PRI) 0.1 $3.8M -6% 22k 172.24
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $3.8M +11% 38k 99.12
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Bentley Sys Com Cl B (BSY) 0.1 $3.8M +5% 88k 42.99
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $3.7M +16% 120k 31.22
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Simpson Manufacturing (SSD) 0.1 $3.7M -5% 34k 109.64
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Jack Henry & Associates (JKHY) 0.1 $3.7M +29% 25k 150.72
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BlackRock (BLK) 0.1 $3.7M -22% 5.5k 669.06
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Netflix (NFLX) 0.1 $3.6M +28% 11k 345.48
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $3.6M -10% 36k 99.64
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Pool Corporation (POOL) 0.1 $3.6M +7% 10k 342.43
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Mondelez Intl Cl A (MDLZ) 0.1 $3.5M +10% 51k 69.72
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Ansys (ANSS) 0.1 $3.5M +7% 11k 332.80
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $3.4M -19% 153k 22.15
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Nordson Corporation (NDSN) 0.1 $3.3M 15k 222.25
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Biohaven (BHVN) 0.1 $3.3M NEW 244k 13.66
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Zoetis Cl A (ZTS) 0.1 $3.3M +7% 20k 166.44
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Jfrog Ord Shs (FROG) 0.1 $3.3M NEW 168k 19.70
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $3.3M +2% 212k 15.46
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Acushnet Holdings Corp (GOLF) 0.1 $3.2M -8% 64k 50.94
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Ishares Tr S&p 100 Etf (OEF) 0.1 $3.2M -3% 17k 187.04
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Zebra Technologies Corporati Cl A (ZBRA) 0.1 $3.2M +4% 10k 318.00
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Wheaton Precious Metals Corp (WPM) 0.1 $3.2M 66k 48.16
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Nextera Energy (NEE) 0.1 $3.2M 41k 77.08
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $3.2M +4% 4.7k 680.74
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Teradyne (TER) 0.1 $3.2M +6% 29k 107.51
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Progressive Corporation (PGR) 0.1 $3.1M +5% 22k 143.06
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Landstar System (LSTR) 0.1 $3.1M -8% 17k 179.26
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $3.1M 38k 82.56
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Manhattan Associates (MANH) 0.1 $3.1M -8% 20k 154.85
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Lpl Financial Holdings (LPLA) 0.1 $3.1M 15k 202.40
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Siteone Landscape Supply (SITE) 0.1 $3.1M +4% 22k 136.87
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Philip Morris International (PM) 0.1 $3.0M +8% 31k 97.25
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.0M +16% 33k 93.02
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Gra (GGG) 0.1 $3.0M -9% 42k 73.01
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Charles River Laboratories (CRL) 0.1 $3.0M +4% 15k 201.82
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Vanguard World Fds Health Car Etf (VHT) 0.1 $2.9M 12k 238.47
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Dolby Laboratories Com Cl A (DLB) 0.1 $2.8M +2% 33k 85.42
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Exponent (EXPO) 0.1 $2.8M 28k 99.69
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Equifax (EFX) 0.1 $2.8M +2% 14k 202.84
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Toro Company (TTC) 0.1 $2.8M -10% 25k 111.16
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Watts Water Technologies Cl A (WTS) 0.1 $2.8M -11% 16k 168.32
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Pioneer Natural Resources (PXD) 0.1 $2.7M +5% 13k 204.24
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Watsco, Incorporated (WSO) 0.1 $2.7M +10% 8.5k 318.15
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $2.7M 26k 104.68
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W.R. Berkley Corporation (WRB) 0.1 $2.7M -24% 44k 62.26
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.7M NEW 22k 123.71
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Paychex (PAYX) 0.1 $2.7M +4% 24k 114.59
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Darden Restaurants (DRI) 0.1 $2.7M +5% 17k 155.16
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Intuitive Surgical Com New (ISRG) 0.1 $2.6M +5% 10k 255.47
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $2.6M +4% 63k 41.46
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Synopsys (SNPS) 0.1 $2.6M +2% 6.7k 386.25
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Global X Fds Cybrscurty Etf (BUG) 0.1 $2.6M -5% 110k 23.45
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Fastenal Company (FAST) 0.1 $2.6M -3% 48k 53.94
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Ishares Tr Core Div Grwth (DGRO) 0.1 $2.6M +12% 51k 49.99
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Freeport-mcmoran CL B (FCX) 0.1 $2.5M 62k 40.91
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PNC Financial Services (PNC) 0.1 $2.5M +25% 20k 127.10
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Lci Industries (LCII) 0.1 $2.5M +15% 22k 109.87
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $2.4M +10% 48k 49.51
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Diageo Spon Adr New (DEO) 0.1 $2.4M -11% 13k 181.18
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Fair Isaac Corporation (FICO) 0.1 $2.4M 3.4k 702.69
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FactSet Research Systems (FDS) 0.1 $2.4M -7% 5.7k 415.06
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Novo-nordisk A S Adr (NVO) 0.1 $2.3M -11% 15k 159.14
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.3M +395% 15k 158.76
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Chemed Corp Com Stk (CHE) 0.1 $2.3M 4.3k 537.71
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RBC Bearings Incorporated (RBC) 0.1 $2.3M -8% 9.8k 232.73
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Allegion Ord Shs (ALLE) 0.1 $2.3M +3% 21k 106.73
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $2.3M -12% 21k 109.61
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Northrop Grumman Corporation (NOC) 0.1 $2.3M +10% 4.9k 461.69
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Lennox International (LII) 0.1 $2.3M +3% 9.0k 251.29
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $2.2M NEW 50k 45.06
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Nxp Semiconductors N V (NXPI) 0.1 $2.2M +3% 12k 186.48
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Marsh & McLennan Companies (MMC) 0.1 $2.2M -3% 13k 166.54
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Bank of America Corporation (BAC) 0.1 $2.2M +20% 76k 28.60
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $2.2M NEW 73k 29.63
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Prologis (PLD) 0.1 $2.2M +11% 17k 124.77
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First Hawaiian (FHB) 0.1 $2.2M -9% 105k 20.63
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Verizon Communications (VZ) 0.1 $2.2M +20% 56k 38.89
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Dover Corporation (DOV) 0.1 $2.2M +3% 14k 151.94
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.1M +144% 16k 134.07
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Quanta Services (PWR) 0.1 $2.1M +2% 13k 166.64
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Target Corporation (TGT) 0.1 $2.1M 13k 165.63
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Roper Industries (ROP) 0.1 $2.1M +3% 4.7k 440.65
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Sherwin-Williams Company (SHW) 0.1 $2.1M -3% 9.2k 224.78
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Scotts Miracle-gro Cl A (SMG) 0.1 $2.1M +14% 30k 69.74
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Thermo Fisher Scientific (TMO) 0.1 $2.0M -6% 3.5k 576.42
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $2.0M NEW 9.3k 216.41
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Astrazeneca Sponsored Adr (AZN) 0.1 $2.0M -3% 29k 69.41
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Hirequest (HQI) 0.1 $2.0M 93k 21.57
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Moelis & Co Cl A (MC) 0.1 $2.0M -5% 52k 38.44
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Lauder Estee Cos Cl A (EL) 0.1 $2.0M +316% 8.0k 246.46
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Comcast Corp Cl A (CMCSA) 0.1 $2.0M +5% 52k 37.91
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $1.9M 32k 60.95
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Dominion Resources (D) 0.1 $1.9M +19% 34k 55.91
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Sony Group Corporation Sponsored Adr (SONY) 0.1 $1.9M +8% 21k 90.65
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.9M +251% 10k 183.22
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Raytheon Technologies Corp (RTX) 0.1 $1.9M 19k 97.93
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $1.9M -28% 31k 59.51
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Totalenergies Se Sponsored Ads (TTE) 0.1 $1.8M +5% 31k 59.05
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Rollins (ROL) 0.1 $1.8M 49k 37.53
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Realty Income (O) 0.1 $1.8M 29k 63.32
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Old Dominion Freight Line (ODFL) 0.1 $1.8M +15% 5.4k 340.82
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Veeva Sys Cl A Com (VEEV) 0.1 $1.8M +42% 10k 183.79
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Rli (RLI) 0.1 $1.8M -12% 14k 132.91
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Fidelity National Information Services (FIS) 0.1 $1.8M -8% 33k 54.33
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Thor Industries (THO) 0.1 $1.8M +3% 22k 79.64
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Sempra Energy (SRE) 0.1 $1.8M 12k 151.16
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.8M NEW 19k 91.82
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Exxon Mobil Corporation (XOM) 0.1 $1.8M +39% 16k 109.66
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Genmab A/s Sponsored Ads (GMAB) 0.1 $1.8M +80% 47k 37.76
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Paycom Software (PAYC) 0.1 $1.8M +5% 5.8k 304.01
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Equinix (EQIX) 0.1 $1.8M +7% 2.4k 721.14
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Nike CL B (NKE) 0.1 $1.8M +19% 14k 122.64
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Bright Horizons Fam Sol In D (BFAM) 0.1 $1.7M +14% 23k 76.99
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.7M -55% 4.1k 411.08
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Artisan Partners Asset Mgmt Cl A (APAM) 0.1 $1.7M -3% 53k 31.98
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Past Filings by NewEdge Wealth

SEC 13F filings are viewable for NewEdge Wealth going back to 2021