NewEdge Wealth

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for NewEdge Wealth

Companies in the NewEdge Wealth portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iStar Financial (STAR) 6.7 $112M +147% 4.5M 25.08
Safehold (SAFE) 5.5 $92M +154% 1.3M 71.89
Microsoft Corporation (MSFT) 3.6 $61M +4% 218k 281.92
Berry Plastics (BERY) 3.5 $59M +148% 961k 60.88
Ashland (ASH) 3.0 $51M +166% 573k 89.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $42M +4% 97k 429.14
Ishares Tr Rus 1000 Grw Etf (IWF) 2.4 $41M 148k 274.04
New Relic (NEWR) 2.4 $40M +152% 562k 71.77
Apple (AAPL) 2.2 $38M +42% 265k 141.50
Alphabet Cap Stk Cl A (GOOGL) 2.1 $35M +4% 13k 2673.53
Dun & Bradstreet Hldgs (DNB) 2.1 $35M +205% 2.1M 16.81
Ishares Tr Msci Eafe Etf (EFA) 1.9 $32M 416k 78.01
Vanguard Index Fds Value Etf (VTV) 1.8 $31M 225k 135.37
Group 1 Automotive (GPI) 1.6 $27M +152% 146k 187.88

Setup an alert

NewEdge Wealth will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Facebook Cl A (FB) 1.6 $26M +5% 77k 339.39
Zuora Com Cl A (ZUO) 1.4 $24M +155% 1.4M 16.58
Amazon (AMZN) 1.3 $22M +8% 6.7k 3285.03
Lennar Corp Cl A (LEN) 1.3 $21M +55% 224k 93.68
Home Depot (HD) 1.2 $21M 63k 328.25
QuinStreet (QNST) 1.2 $20M NEW 1.1M 17.56
Ryman Hospitality Pptys (RHP) 1.2 $20M +72% 233k 83.70
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $18M 357k 50.49
UnitedHealth (UNH) 1.0 $17M +7% 44k 390.74
Ishares Tr Usd Inv Grde Etf (USIG) 1.0 $16M +3% 266k 60.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $16M +2% 319k 50.01
Ishares Core Msci Emkt (IEMG) 0.9 $15M -4% 249k 61.76
Intel Corporation (INTC) 0.9 $15M +5% 284k 53.28
Ishares Tr Core Msci Eafe (IEFA) 0.8 $14M +8% 185k 74.25
Dolby Laboratories Com Cl A (DLB) 0.8 $14M +7% 154k 88.00
Accenture Plc Ireland Shs Class A (ACN) 0.8 $13M +3% 40k 319.92
Jefferies Finl Group (JEF) 0.7 $13M +5% 338k 37.13
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $12M 50k 236.30
Adobe Systems Incorporated (ADBE) 0.7 $12M +6% 20k 575.73
Visa Com Cl A (V) 0.7 $11M +7% 51k 222.74
Comcast Corp Cl A (CMCSA) 0.7 $11M 202k 55.93
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $11M +20% 181k 61.41
JPMorgan Chase & Co. (JPM) 0.7 $11M +5% 68k 163.69
Texas Instruments Incorporated (TXN) 0.6 $10M +5% 54k 192.20
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $10M +6% 151k 67.55
Johnson & Johnson (JNJ) 0.6 $10M +4% 62k 161.50
Medtronic SHS (MDT) 0.6 $9.9M 79k 125.35
TJX Companies (TJX) 0.6 $9.5M +5% 145k 65.98
H&R Block (HRB) 0.6 $9.4M +48% 375k 25.00
McDonald's Corporation (MCD) 0.6 $9.3M +2% 39k 241.12
Coca-Cola Company (KO) 0.6 $9.3M +4% 176k 52.47
Lam Research Corporation (LRCX) 0.5 $9.2M +13% 16k 569.16
Us Foods Hldg Corp call (USFD) 0.5 $9.1M +151% 262k 34.66
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $8.8M 81k 109.19
Procter & Gamble Company (PG) 0.5 $8.6M +3% 62k 139.80
O'reilly Automotive (ORLY) 0.5 $8.6M +5% 14k 611.06
Fortinet (FTNT) 0.5 $8.5M +102% 29k 292.06
Interpublic Group of Companies (IPG) 0.5 $8.5M +10% 231k 36.67
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.5 $8.2M +4% 93k 87.71
Listed Fd Tr Horizon Kinetics (INFL) 0.5 $8.1M +34% 278k 29.20
Lowe's Companies (LOW) 0.5 $7.8M +5% 38k 202.85
Popular Com New (BPOP) 0.5 $7.7M +6% 99k 77.67
Dave & Buster's Entertainmnt (PLAY) 0.5 $7.7M +104% 201k 38.33
SLM Corporation (SLM) 0.5 $7.6M +7% 432k 17.60
Union Pacific Corporation (UNP) 0.4 $7.5M +2% 38k 196.02
Select Sector Spdr Tr Energy (XLE) 0.4 $7.5M +19% 143k 52.09
Parker-Hannifin Corporation (PH) 0.4 $7.4M +5% 26k 279.63
American Tower Reit (AMT) 0.4 $7.2M +4% 27k 265.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $7.2M 46k 156.50
Spdr Ser Tr Bloomberg Brclys (JNK) 0.4 $7.1M +13% 65k 109.36
Select Sector Spdr Tr Financial (XLF) 0.4 $6.9M NEW 183k 37.53
Rockwell Automation (ROK) 0.4 $6.8M -24% 23k 294.05
Danaher Corporation (DHR) 0.4 $6.8M -34% 22k 304.43
Select Sector Spdr Tr Technology (XLK) 0.4 $6.8M +8% 46k 149.32
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $6.8M +7% 51k 133.02
Vanguard Index Fds Growth Etf (VUG) 0.4 $6.7M 23k 290.15
Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $6.6M 59k 113.25
Evercore Class A (EVR) 0.4 $6.6M +7% 50k 133.67
Honeywell International (HON) 0.4 $6.5M +5% 31k 212.29
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $6.3M +52% 137k 46.02
Applied Materials (AMAT) 0.4 $6.3M +6% 49k 128.72
EOG Resources (EOG) 0.4 $6.1M +1514% 76k 80.28
Bath &#38 Body Works In (BBWI) 0.4 $6.1M NEW 96k 63.03
Agilent Technologies Inc C ommon (A) 0.4 $5.9M +7% 38k 157.54
Amgen (AMGN) 0.4 $5.9M +3% 28k 212.63
Ishares Tr National Mun Etf (MUB) 0.3 $5.9M +49% 51k 116.18
Diageo Spon Adr New (DEO) 0.3 $5.6M +4% 29k 192.99
Novartis Sponsored Adr (NVS) 0.3 $5.6M +4% 68k 81.78
Lockheed Martin Corporation (LMT) 0.3 $5.5M +2% 16k 345.13
Santander Consumer Usa (SC) 0.3 $5.4M +7% 129k 41.70
Allstate Corporation (ALL) 0.3 $4.9M NEW 38k 127.31
IDEXX Laboratories (IDXX) 0.3 $4.7M +5% 7.5k 621.96
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $4.5M +10% 39k 114.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $4.5M +81% 54k 82.41
United Parcel Service CL B (UPS) 0.3 $4.4M +4% 24k 182.08
Gilead Sciences (GILD) 0.3 $4.3M NEW 62k 69.84
Costco Wholesale Corporation (COST) 0.3 $4.2M +6% 9.4k 449.32
Garmin SHS (GRMN) 0.2 $4.1M NEW 27k 155.48
Dollar General (DG) 0.2 $4.1M +4% 19k 212.15
Crane (CR) 0.2 $3.7M +3% 39k 94.80
Lauder Estee Cos Cl A (EL) 0.2 $3.7M +5% 12k 299.92
Ryder System (R) 0.2 $3.5M -39% 42k 82.70
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $3.5M +7% 56k 62.58
Pfizer (PFE) 0.2 $3.4M +1056% 78k 43.01
Sherwin-Williams Company (SHW) 0.2 $3.3M +4% 12k 279.71
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $3.3M +45% 128k 26.22
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $3.3M +43% 86k 38.82
Sea Sponsord Ads (SE) 0.2 $3.2M -3% 10k 318.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $3.2M +39% 24k 131.74
Antero Midstream Corp antero midstream (AM) 0.2 $3.2M +9% 307k 10.42
Netflix (NFLX) 0.2 $3.1M +10% 5.1k 610.29
Linde SHS (LIN) 0.2 $3.1M 11k 293.36
Astrazeneca Sponsored Adr (AZN) 0.2 $3.1M +793% 52k 60.06
Lazard Shs A (LAZ) 0.2 $3.1M +5% 67k 45.80
Teledyne Technologies Incorporated (TDY) 0.2 $2.9M +3% 6.7k 429.56
Canadian Natural Resources (CNQ) 0.2 $2.8M NEW 77k 36.54
Nrg Energy Com New (NRG) 0.2 $2.7M +6% 67k 40.84
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.7M 12k 218.64
Charles River Laboratories (CRL) 0.2 $2.6M +15% 6.4k 412.63
Aspen Technology (AZPN) 0.2 $2.5M +3% 21k 122.82
FTI Consulting (FCN) 0.2 $2.5M 19k 134.69
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $2.3M +10% 4.5k 515.49
Emcor (EME) 0.1 $2.3M 20k 115.40
Jack Henry & Associates (JKHY) 0.1 $2.2M +4% 14k 164.05
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.2M 830.00 2665.06
First Hawaiian (FHB) 0.1 $2.2M 75k 29.35
Manhattan Associates (MANH) 0.1 $2.1M 14k 153.01
Gra (GGG) 0.1 $2.1M 30k 69.96
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.1M +8% 24k 87.49
Primerica (PRI) 0.1 $2.1M 14k 153.64
Square Cl A (SQ) 0.1 $2.1M +16% 8.7k 239.81
Watts Water Technologies Cl A (WTS) 0.1 $2.1M 12k 168.09
Msci (MSCI) 0.1 $2.1M +10% 3.4k 608.31
Acushnet Holdings Corp (GOLF) 0.1 $2.1M 44k 46.69
Simpson Manufacturing (SSD) 0.1 $2.0M 19k 106.99
Landstar System (LSTR) 0.1 $2.0M 13k 157.83
FactSet Research Systems (FDS) 0.1 $2.0M 5.1k 394.74
Siteone Landscape Supply (SITE) 0.1 $2.0M +11% 10k 199.42
Servicenow (NOW) 0.1 $2.0M +7% 3.1k 622.13
Scotts Miracle-gro Cl A (SMG) 0.1 $1.9M +11% 13k 146.38
Pool Corporation (POOL) 0.1 $1.9M +14% 4.3k 434.55
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.8M +69% 36k 50.25
Macquarie Infrastr Hold Common Units (MIC) 0.1 $1.8M -84% 44k 40.55
Toro Company (TTC) 0.1 $1.7M 18k 97.38
Thor Industries (THO) 0.1 $1.7M +10% 14k 122.75
Cdw (CDW) 0.1 $1.7M +11% 9.3k 182.03
Victorias Secret And Common Stock 0.1 $1.7M NEW 31k 55.27
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.7M 12k 139.61
Cooper Cos Com New (COO) 0.1 $1.6M +12% 3.9k 413.24
Select Sector Spdr Tr Communication (XLC) 0.1 $1.6M +14% 20k 80.10
Intuit (INTU) 0.1 $1.6M +8% 2.9k 539.71
Nordson Corporation (NDSN) 0.1 $1.6M +12% 6.5k 238.18
RBC Bearings Incorporated (ROLL) 0.1 $1.5M 7.3k 212.15
NVIDIA Corporation (NVDA) 0.1 $1.5M +602% 7.4k 207.13
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.5M +18% 2.1k 744.90
Equifax (EFX) 0.1 $1.5M +11% 5.9k 253.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.5M +371% 4.2k 357.86
Rli (RLI) 0.1 $1.5M 15k 100.24
Teradyne (TER) 0.1 $1.5M +10% 14k 109.17
Moelis & Co Cl A (MC) 0.1 $1.5M 24k 61.87
Copart (CPRT) 0.1 $1.4M +11% 10k 138.74
Ishares Tr Glb Infrastr Etf (IGF) 0.1 $1.4M -32% 30k 45.90
Ishares Msci Eurzone Etf (EZU) 0.1 $1.4M +15% 28k 48.13
W.R. Berkley Corporation (WRB) 0.1 $1.3M +12% 18k 73.19
Lpl Financial Holdings (LPLA) 0.1 $1.3M +11% 8.4k 156.72
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 0.1 $1.3M +15% 9.3k 139.68
Artisan Partners Asset Mgmt Cl A (APAM) 0.1 $1.3M 26k 48.93
Uber Technologies (UBER) 0.1 $1.3M +10% 28k 44.81
Match Group (MTCH) 0.1 $1.3M +7% 8.0k 157.04
Bentley Sys Com Cl B (BSY) 0.1 $1.2M +12% 20k 60.64
Allegion Ord Shs (ALLE) 0.1 $1.2M +10% 9.3k 132.22
Blackrock 2022 Gbl Incm Opp 0.1 $1.2M +6% 232k 5.22
Twilio Cl A (TWLO) 0.1 $1.2M +17% 3.7k 319.01
Atlassian Corp Cl A (TEAM) 0.1 $1.2M +10% 3.0k 391.40
Charter Communications Inc N Cl A (CHTR) 0.1 $1.2M +7% 1.6k 727.66
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) 0.1 $1.2M NEW 18k 65.80
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $1.2M 24k 49.42
Lennox International (LII) 0.1 $1.1M +11% 3.8k 294.26
Autohome Sp Ads Rp Cl A (ATHM) 0.1 $1.1M 24k 46.94
Align Technology (ALGN) 0.1 $1.1M +11% 1.7k 665.47
Dex (DXCM) 0.1 $1.1M +85% 2.0k 546.74
Bright Horizons Fam Sol In D (BFAM) 0.1 $1.0M +11% 7.5k 139.41
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.0M -2% 2.6k 401.33
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $1.0M +11% 17k 62.33
Global X Fds Fintech Etf (FINX) 0.1 $993k +16% 21k 48.01
Walt Disney Company (DIS) 0.1 $991k -2% 5.9k 169.14
Elanco Animal Health (ELAN) 0.1 $988k +10% 31k 31.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $958k -29% 11k 85.48
Shopify Cl A (SHOP) 0.1 $957k +16% 706.00 1355.52
General Motors Company (GM) 0.1 $924k +69% 18k 52.71
Chemed Corp Com Stk (CHE) 0.1 $904k +12% 1.9k 465.26
CoStar (CSGP) 0.1 $887k +36% 10k 86.07
Exponent (EXPO) 0.1 $882k +10% 7.8k 113.09
Ishares Gold Tr Ishares New (IAU) 0.1 $869k +2% 26k 33.41
PriceSmart (PSMT) 0.1 $860k 11k 77.53
Ansys (ANSS) 0.1 $854k +12% 2.5k 340.37
Goldman Sachs (GS) 0.1 $852k +3% 2.3k 377.99
Nike CL B (NKE) 0.0 $840k 5.8k 145.18
Doordash Cl A (DASH) 0.0 $831k +125% 4.0k 206.05
Ishares Tr Mbs Etf (MBB) 0.0 $829k -36% 7.7k 108.14
Tesla Motors (TSLA) 0.0 $800k 1.0k 775.19
Edwards Lifesciences (EW) 0.0 $777k +22% 6.9k 113.20
Duck Creek Technologies SHS (DCT) 0.0 $773k +9% 18k 44.25
Aptar (ATR) 0.0 $769k 6.4k 119.35
Rollins (ROL) 0.0 $764k +12% 22k 35.34
Zoetis Cl A (ZTS) 0.0 $741k +24% 3.8k 194.08
Coinbase Global Com Cl A (COIN) 0.0 $721k 3.2k 227.37
Floor & Decor Hldgs Cl A (FND) 0.0 $694k +11% 5.7k 120.78
Warner Music Group Corp Com Cl A (WMG) 0.0 $693k +10% 16k 42.76
Marsh & McLennan Companies (MMC) 0.0 $670k -24% 4.4k 151.38
Bank of America Corporation (BAC) 0.0 $645k +3% 15k 42.47
Intercontinental Exchange (ICE) 0.0 $643k -5% 5.6k 114.76
Sarepta Therapeutics (SRPT) 0.0 $642k +9% 6.9k 92.52
Broadcom (AVGO) 0.0 $638k 1.3k 485.17
Fair Isaac Corporation (FICO) 0.0 $627k +11% 1.6k 398.10
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $627k 4.9k 127.39
Donaldson Company (DCI) 0.0 $625k 11k 57.43
Snowflake Cl A (SNOW) 0.0 $608k +11% 2.0k 302.49
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $603k -65% 3.4k 179.52
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $555k -69% 21k 26.66
Nextera Energy (NEE) 0.0 $537k -87% 6.8k 78.57
Rush Street Interactive (RSI) 0.0 $528k +44% 28k 19.23
Citigroup Com New (C) 0.0 $520k +8% 7.4k 70.23
Airbnb Com Cl A (ABNB) 0.0 $520k +122% 3.1k 167.74
Novo-nordisk A S Adr (NVO) 0.0 $495k +15% 5.2k 96.08
Pepsi (PEP) 0.0 $493k NEW 3.3k 150.40
Analog Devices (ADI) 0.0 $484k 2.9k 167.59
Zillow Group Cl C Cap Stk (Z) 0.0 $476k +11% 5.4k 88.23
Raytheon Technologies Corp (RTX) 0.0 $466k -39% 5.4k 85.93
Carvana Cl A (CVNA) 0.0 $447k +11% 1.5k 301.82
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $419k +3% 3.8k 111.73
salesforce (CRM) 0.0 $401k +26% 1.5k 271.13
Thermo Fisher Scientific (TMO) 0.0 $397k -37% 694.00 572.05
Dril-Quip (DRQ) 0.0 $397k 16k 25.20
Waste Connections (WCN) 0.0 $395k 3.1k 125.88
Totalenergies Se Sponsored Ads (TTE) 0.0 $380k +30% 7.9k 47.89
Royal Dutch Shell Spon Adr B (RDS.B) 0.0 $374k NEW 8.4k 44.30
Fiverr Intl Ord Shs (FVRR) 0.0 $368k +11% 2.0k 182.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $364k NEW 923.00 394.37
Morgan Stanley Com New (MS) 0.0 $360k 3.7k 97.35
Qualcomm (QCOM) 0.0 $356k -10% 2.8k 128.89
Norfolk Southern (NSC) 0.0 $354k 1.5k 239.35
Merck & Co (MRK) 0.0 $354k +20% 4.7k 75.08
Cme (CME) 0.0 $351k -26% 1.8k 193.60
BlackRock (BLK) 0.0 $335k -95% 399.00 839.60
ConocoPhillips (COP) 0.0 $329k +9% 4.9k 67.68
Chevron Corporation (CVX) 0.0 $324k +34% 3.2k 101.34
Humana (HUM) 0.0 $318k 817.00 389.23
Draftkings Com Cl A (DKNG) 0.0 $313k -4% 6.5k 48.12
Las Vegas Sands (LVS) 0.0 $304k NEW 8.3k 36.64
Blackstone Group Inc Com Cl A (BX) 0.0 $303k -28% 2.6k 116.18
Targa Res Corp (TRGP) 0.0 $302k 6.1k 49.15
Chubb (CB) 0.0 $301k -54% 1.7k 173.79
Sap Se Spon Adr (SAP) 0.0 $299k NEW 2.2k 135.17
Crown Castle Intl (CCI) 0.0 $293k 1.7k 173.37
Deere & Company (DE) 0.0 $291k +16% 870.00 334.48
Moody's Corporation (MCO) 0.0 $291k 820.00 354.88
Cloudflare Cl A Com (NET) 0.0 $280k NEW 2.5k 112.81
Abb Sponsored Adr (ABB) 0.0 $276k +15% 8.3k 33.38
JetBlue Airways Corporation (JBLU) 0.0 $267k NEW 17k 15.32
Genmab A/s Sponsored Ads (GMAB) 0.0 $263k +14% 6.0k 43.66
Baker Hughes Company Cl A (BKR) 0.0 $263k NEW 11k 24.70
TransDigm Group Incorporated (TDG) 0.0 $261k 418.00 624.40
NetApp (NTAP) 0.0 $261k NEW 2.9k 89.63
Abbvie (ABBV) 0.0 $259k +3% 2.4k 107.96
Madison Square Grdn Entertnm Cl A (MSGE) 0.0 $258k NEW 3.5k 72.74
Cheniere Energy Com New (LNG) 0.0 $256k 2.6k 97.71
Peloton Interactive Cl A Com (PTON) 0.0 $256k NEW 2.9k 86.96
Key (KEY) 0.0 $255k NEW 12k 21.66
Cerner Corporation (CERN) 0.0 $253k 3.6k 70.61
Exxon Mobil Corporation (XOM) 0.0 $253k -8% 4.3k 58.71
British Amern Tob Sponsored Adr (BTI) 0.0 $247k +15% 7.0k 35.29
Williams Companies (WMB) 0.0 $247k -5% 9.5k 25.96
General Dynamics Corporation (GD) 0.0 $246k NEW 1.3k 195.70
Mondelez Intl Cl A (MDLZ) 0.0 $243k -25% 4.2k 58.22
Ing Groep Sponsored Adr (ING) 0.0 $242k NEW 17k 14.50
Stmicroelectronics N V Ny Registry (STM) 0.0 $239k NEW 5.5k 43.59
Nextera Energy Partners Com Unit Part In (NEP) 0.0 $237k -2% 3.1k 75.33
Oneok (OKE) 0.0 $236k 4.1k 58.11
MercadoLibre (MELI) 0.0 $233k NEW 139.00 1676.26
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $227k +17% 1.5k 147.88
Relx Sponsored Adr (RELX) 0.0 $225k NEW 7.8k 28.85
Qorvo (QRVO) 0.0 $221k -15% 1.3k 167.30
Kronos Bio (KRON) 0.0 $218k NEW 10k 20.95
Invesco Exchange Traded Fd T S&p500 Eql Dis (RCD) 0.0 $216k -95% 1.5k 144.10
Dominion Resources (D) 0.0 $205k -5% 2.8k 73.03
Verizon Communications (VZ) 0.0 $204k NEW 3.8k 53.91
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $164k +14% 25k 6.58
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $110k 10k 10.76

Past Filings by NewEdge Wealth

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