NewEdge Wealth
Latest statistics and disclosures from NewEdge Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, META, GOOGL, and represent 15.70% of NewEdge Wealth's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$49M), VICI (+$24M), NRG (+$23M), QCOM (+$20M), PZZA (+$14M), EOG (+$12M), AMGN (+$11M), SHYF (+$9.3M), WSC (+$8.9M), TPL (+$7.9M).
- Started 74 new stock positions in BK, KRE, VMEO, PEGA, JBND, GOF, NRG, FTXL, STAG, PSQ.
- Reduced shares in these 10 stocks: REGN (-$25M), CDNS (-$24M), EXP (-$23M), MCD (-$19M), DECK (-$18M), ASH (-$17M), VRTX (-$16M), BX (-$14M), AAPL (-$13M), ORCL (-$11M).
- Sold out of its positions in ABEV, AVDV, ASH, DOOO, BYD, BCO, BRO, CRAI, CACI, COHR.
- NewEdge Wealth was a net seller of stock by $-72M.
- NewEdge Wealth has $5.4B in assets under management (AUM), dropping by -4.83%.
- Central Index Key (CIK): 0001861796
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Portfolio Holdings for NewEdge Wealth
NewEdge Wealth holds 930 positions in its portfolio as reported in the March 2025 quarterly 13F filing
NewEdge Wealth has 930 total positions. Only the first 250 positions are shown.
- Sign up to view all of the NewEdge Wealth March 31, 2025 positions
- Download the NewEdge Wealth March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.7 | $254M | 676k | 375.39 |
|
|
| Apple (AAPL) | 4.4 | $239M | -5% | 1.1M | 222.13 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $122M | +67% | 1.1M | 108.38 |
|
| Meta Platforms Cl A (META) | 2.2 | $121M | +4% | 210k | 576.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $116M | +2% | 747k | 154.64 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $105M | -2% | 187k | 559.39 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $104M | +3% | 422k | 245.30 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.4 | $76M | -15% | 545k | 139.78 |
|
| AutoZone (AZO) | 1.4 | $76M | -2% | 20k | 3812.70 |
|
| Home Depot (HD) | 1.2 | $66M | +5% | 180k | 366.49 |
|
| Wells Fargo & Company (WFC) | 1.2 | $64M | +4% | 896k | 71.79 |
|
| Broadcom (AVGO) | 1.1 | $62M | -13% | 370k | 167.43 |
|
| Visa Com Cl A (V) | 1.1 | $59M | 169k | 350.46 |
|
|
| Eli Lilly & Co. (LLY) | 1.0 | $57M | -14% | 69k | 825.91 |
|
| salesforce (CRM) | 1.0 | $56M | -2% | 210k | 268.36 |
|
| H&R Block (HRB) | 1.0 | $56M | -7% | 1.0M | 54.91 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $55M | 101k | 548.12 |
|
|
| Kla Corp Com New (KLAC) | 1.0 | $53M | 77k | 679.80 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.9 | $49M | +6% | 510k | 95.67 |
|
| Gilead Sciences (GILD) | 0.9 | $48M | +6% | 432k | 112.05 |
|
| Novartis Sponsored Adr (NVS) | 0.9 | $48M | 432k | 111.48 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $48M | -2% | 275k | 172.74 |
|
| MGIC Investment (MTG) | 0.9 | $47M | +3% | 1.9M | 24.78 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.8 | $45M | -4% | 1.1M | 39.69 |
|
| International Business Machines (IBM) | 0.8 | $45M | +4% | 182k | 248.66 |
|
| Abbvie (ABBV) | 0.8 | $45M | +4% | 213k | 209.52 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $41M | -7% | 114k | 361.09 |
|
| Safehold (SAFE) | 0.7 | $40M | -9% | 2.1M | 18.72 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $40M | -15% | 484k | 81.73 |
|
| QuinStreet (QNST) | 0.7 | $40M | -10% | 2.2M | 17.84 |
|
| eBay (EBAY) | 0.7 | $39M | +24% | 577k | 67.73 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $37M | -11% | 144k | 258.62 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.7 | $37M | -9% | 466k | 79.86 |
|
| Fortinet (FTNT) | 0.7 | $36M | 379k | 96.26 |
|
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| 3M Company (MMM) | 0.7 | $36M | +2% | 247k | 146.86 |
|
| Johnson & Johnson (JNJ) | 0.7 | $36M | +7% | 218k | 165.84 |
|
| Amgen (AMGN) | 0.7 | $36M | +40% | 116k | 311.55 |
|
| Vistra Energy (VST) | 0.7 | $36M | -18% | 306k | 117.44 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $35M | 91k | 383.53 |
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| Suncor Energy (SU) | 0.6 | $35M | +4% | 897k | 38.72 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $35M | 424k | 81.76 |
|
|
| Comerica Incorporated (CMA) | 0.6 | $34M | +22% | 571k | 59.06 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $33M | -5% | 315k | 104.57 |
|
| Ryder System (R) | 0.6 | $32M | +9% | 222k | 143.81 |
|
| Lowe's Companies (LOW) | 0.6 | $31M | +7% | 134k | 233.23 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $31M | 429k | 72.70 |
|
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| EOG Resources (EOG) | 0.6 | $31M | +62% | 239k | 128.24 |
|
| Canadian Natural Resources (CNQ) | 0.5 | $29M | +6% | 944k | 30.80 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $29M | +6% | 104k | 274.84 |
|
| Welltower Inc Com reit (WELL) | 0.5 | $28M | -3% | 184k | 153.21 |
|
| Qualcomm (QCOM) | 0.5 | $28M | +259% | 183k | 153.61 |
|
| Union Pacific Corporation (UNP) | 0.5 | $27M | +7% | 115k | 236.24 |
|
| Jefferies Finl Group (JEF) | 0.5 | $27M | +11% | 503k | 53.57 |
|
| Verisk Analytics (VRSK) | 0.5 | $27M | 90k | 297.62 |
|
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| Uber Technologies (UBER) | 0.5 | $27M | +5% | 367k | 72.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $27M | -12% | 120k | 221.75 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.5 | $25M | +2% | 743k | 33.86 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $25M | -4% | 119k | 211.47 |
|
| Vici Pptys (VICI) | 0.5 | $25M | +3115% | 751k | 32.62 |
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| UnitedHealth (UNH) | 0.4 | $24M | 46k | 523.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $24M | +44% | 47k | 513.91 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.4 | $24M | +2% | 315k | 75.91 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $24M | -17% | 301k | 78.94 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $23M | +39% | 234k | 98.92 |
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| Penn National Gaming (PENN) | 0.4 | $23M | -5% | 1.4M | 16.31 |
|
| Nrg Energy Com New (NRG) | 0.4 | $23M | NEW | 240k | 95.46 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $22M | +5% | 50k | 446.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $22M | 41k | 532.58 |
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| Ingredion Incorporated (INGR) | 0.4 | $21M | +5% | 157k | 135.21 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $21M | +39% | 82k | 257.03 |
|
| Coca-Cola Company (KO) | 0.4 | $21M | +6% | 290k | 71.62 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $21M | -23% | 106k | 193.99 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $20M | -2% | 21k | 945.77 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $20M | +35% | 250k | 78.28 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $19M | 427k | 45.26 |
|
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| Okta Cl A (OKTA) | 0.4 | $19M | -35% | 181k | 105.22 |
|
| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.3 | $19M | +3% | 2.1M | 8.68 |
|
| CF Industries Holdings (CF) | 0.3 | $18M | +3% | 234k | 78.15 |
|
| Sentinelone Cl A (S) | 0.3 | $18M | +16% | 992k | 18.18 |
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| ConocoPhillips (COP) | 0.3 | $18M | 169k | 105.02 |
|
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| Graphic Packaging Holding Company (GPK) | 0.3 | $16M | -29% | 630k | 25.96 |
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| Applied Materials (AMAT) | 0.3 | $16M | -30% | 110k | 145.12 |
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| Netflix (NFLX) | 0.3 | $16M | -3% | 17k | 932.54 |
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| Papa John's Int'l (PZZA) | 0.3 | $14M | NEW | 349k | 41.08 |
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| Wal-Mart Stores (WMT) | 0.3 | $14M | +6% | 162k | 87.79 |
|
| Texas Pacific Land Corp (TPL) | 0.3 | $14M | +127% | 11k | 1324.98 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $14M | -6% | 89k | 156.23 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.3 | $14M | -2% | 300k | 46.07 |
|
| Tesla Motors (TSLA) | 0.2 | $13M | +11% | 52k | 259.16 |
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| Lpl Financial Holdings (LPLA) | 0.2 | $13M | -41% | 40k | 327.14 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $13M | +37% | 76k | 170.89 |
|
| Progressive Corporation (PGR) | 0.2 | $13M | 46k | 283.01 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $13M | +139% | 237k | 53.97 |
|
| Dave & Buster's Entertainmnt (PLAY) | 0.2 | $13M | 729k | 17.57 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $13M | -7% | 119k | 105.44 |
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| Berry Plastics (BERY) | 0.2 | $12M | -27% | 177k | 69.81 |
|
| Procter & Gamble Company (PG) | 0.2 | $12M | -2% | 70k | 170.42 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $12M | -43% | 101k | 115.95 |
|
| Palo Alto Networks (PANW) | 0.2 | $11M | 66k | 170.64 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $11M | +23% | 68k | 166.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $11M | +2% | 29k | 370.82 |
|
| Pinterest Cl A (PINS) | 0.2 | $11M | -17% | 348k | 31.00 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $11M | +63% | 212k | 50.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $11M | +14% | 210k | 50.83 |
|
| Chevron Corporation (CVX) | 0.2 | $10M | +7% | 62k | 167.29 |
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| McDonald's Corporation (MCD) | 0.2 | $10M | -64% | 33k | 312.37 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $10M | -11% | 135k | 75.65 |
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| Servicenow (NOW) | 0.2 | $10M | -7% | 13k | 796.14 |
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| TJX Companies (TJX) | 0.2 | $9.8M | -8% | 80k | 121.80 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $9.8M | +104% | 166k | 58.69 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $9.8M | 167k | 58.35 |
|
|
| Philip Morris International (PM) | 0.2 | $9.8M | +2% | 61k | 158.73 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $9.4M | -43% | 50k | 188.16 |
|
| Shyft Group (SHYF) | 0.2 | $9.3M | NEW | 1.1M | 8.09 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.2 | $9.2M | +12% | 101k | 91.53 |
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| Zillow Group Cl C Cap Stk (Z) | 0.2 | $8.9M | -33% | 130k | 68.56 |
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| Willscot Hldgs Corp Com Cl A (WSC) | 0.2 | $8.9M | NEW | 321k | 27.80 |
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| Relx Sponsored Adr (RELX) | 0.2 | $8.9M | +9% | 176k | 50.41 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $8.8M | +15% | 74k | 118.93 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $8.6M | 17k | 495.27 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $8.5M | -23% | 49k | 173.23 |
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| Apollo Global Mgmt (APO) | 0.2 | $8.5M | 62k | 136.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $8.5M | +3% | 18k | 468.93 |
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| Williams Companies (WMB) | 0.2 | $8.3M | +42% | 139k | 59.76 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $8.2M | -47% | 165k | 49.85 |
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| Angel Oak Funds Trust High Yield Oppor (AOHY) | 0.2 | $8.2M | 749k | 10.97 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $8.0M | -3% | 33k | 244.64 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $8.0M | -3% | 14k | 561.89 |
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| Lennox International (LII) | 0.1 | $7.9M | 14k | 560.83 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $7.7M | -6% | 127k | 60.66 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $7.5M | +25% | 159k | 46.81 |
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| Cisco Systems (CSCO) | 0.1 | $7.4M | 120k | 61.71 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $7.3M | 12k | 607.83 |
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| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $7.3M | 256k | 28.41 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $7.0M | +6% | 53k | 132.23 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $6.9M | +6% | 81k | 85.07 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $6.9M | +4% | 10k | 662.61 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $6.9M | 97k | 71.16 |
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| Jack Henry & Associates (JKHY) | 0.1 | $6.9M | +18% | 38k | 182.60 |
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| American Express Company (AXP) | 0.1 | $6.8M | -2% | 25k | 269.05 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $6.8M | +5% | 501k | 13.62 |
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| Air Products & Chemicals (APD) | 0.1 | $6.8M | -13% | 23k | 294.92 |
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| Ferrari Nv Ord (RACE) | 0.1 | $6.6M | +34% | 16k | 427.88 |
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| Howmet Aerospace (HWM) | 0.1 | $6.6M | 51k | 129.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $6.6M | 23k | 288.14 |
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| Cintas Corporation (CTAS) | 0.1 | $6.6M | 32k | 205.53 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $6.5M | 40k | 165.59 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $6.5M | +284% | 77k | 84.40 |
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| Eaton Corp SHS (ETN) | 0.1 | $6.5M | 24k | 271.83 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.4M | -42% | 8.00 | 798441.62 |
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| Blackrock (BLK) | 0.1 | $6.3M | 6.7k | 946.41 |
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| Nextera Energy (NEE) | 0.1 | $6.3M | -23% | 89k | 70.89 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $6.2M | +418% | 105k | 58.96 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $6.2M | -35% | 107k | 57.61 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $6.1M | +39% | 123k | 49.73 |
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| Watsco, Incorporated (WSO) | 0.1 | $6.0M | 12k | 508.30 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $6.0M | +3% | 77k | 78.28 |
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| Zoetis Cl A (ZTS) | 0.1 | $5.9M | 36k | 164.65 |
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| Biohaven (BHVN) | 0.1 | $5.9M | 244k | 24.04 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $5.7M | -13% | 32k | 179.70 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $5.7M | +38% | 53k | 108.69 |
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| Goldman Sachs (GS) | 0.1 | $5.7M | 11k | 546.30 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $5.7M | +5% | 238k | 24.06 |
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| Discover Financial Services (DFS) | 0.1 | $5.7M | -18% | 33k | 170.70 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $5.7M | +3% | 92k | 61.78 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $5.6M | -18% | 11k | 497.60 |
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| Starbucks Corporation (SBUX) | 0.1 | $5.6M | +8% | 57k | 98.09 |
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| Oracle Corporation (ORCL) | 0.1 | $5.5M | -67% | 40k | 139.81 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $5.5M | +2% | 24k | 227.92 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $5.5M | +6% | 93k | 59.40 |
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| Primerica (PRI) | 0.1 | $5.5M | -3% | 19k | 284.53 |
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| Unilever Spon Adr New (UL) | 0.1 | $5.5M | +14% | 92k | 59.55 |
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| Merck & Co (MRK) | 0.1 | $5.5M | -28% | 61k | 89.76 |
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| Cooper Cos (COO) | 0.1 | $5.4M | +2% | 64k | 84.35 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $5.4M | +216% | 73k | 73.45 |
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| Rollins (ROL) | 0.1 | $5.3M | 99k | 54.03 |
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| Pepsi (PEP) | 0.1 | $5.3M | -2% | 35k | 149.94 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $5.3M | -14% | 88k | 59.84 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $5.2M | 46k | 114.10 |
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| Equifax (EFX) | 0.1 | $5.2M | 21k | 243.56 |
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| Universal Display Corporation (OLED) | 0.1 | $5.2M | +164% | 37k | 139.48 |
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| Waste Management (WM) | 0.1 | $5.2M | 22k | 231.51 |
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| Bentley Sys Com Cl B (BSY) | 0.1 | $5.1M | +5% | 130k | 39.34 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $5.1M | +8% | 75k | 67.85 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $5.1M | +5% | 190k | 26.68 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $5.0M | -5% | 40k | 125.97 |
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| Pool Corporation (POOL) | 0.1 | $5.0M | +14% | 16k | 318.34 |
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| Simpson Manufacturing (SSD) | 0.1 | $4.9M | -4% | 31k | 157.08 |
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| Danaher Corporation (DHR) | 0.1 | $4.9M | 24k | 205.00 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $4.9M | -57% | 9.0k | 542.41 |
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| O'reilly Automotive (ORLY) | 0.1 | $4.9M | -3% | 3.4k | 1432.58 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $4.9M | +4% | 14k | 345.23 |
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| Bank of America Corporation (BAC) | 0.1 | $4.8M | +7% | 116k | 41.73 |
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| Fastenal Company (FAST) | 0.1 | $4.8M | -9% | 62k | 77.55 |
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| Boston Scientific Corporation (BSX) | 0.1 | $4.8M | +8% | 47k | 100.88 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $4.7M | 61k | 77.63 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $4.5M | -77% | 9.3k | 484.82 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $4.5M | -9% | 17k | 264.97 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $4.4M | -15% | 68k | 65.17 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $4.4M | -3% | 8.9k | 497.71 |
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| Imperial Oil Com New (IMO) | 0.1 | $4.4M | +31% | 61k | 72.32 |
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| Nordson Corporation (NDSN) | 0.1 | $4.4M | +12% | 22k | 201.72 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $4.4M | 134k | 32.98 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $4.4M | -19% | 126k | 34.91 |
|
| Abbott Laboratories (ABT) | 0.1 | $4.4M | -13% | 33k | 132.65 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $4.4M | -30% | 77k | 57.14 |
|
| Shopify Cl A (SHOP) | 0.1 | $4.3M | -12% | 45k | 95.48 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $4.3M | -23% | 46k | 93.45 |
|
| Paychex (PAYX) | 0.1 | $4.2M | +2% | 27k | 154.28 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $4.2M | +3% | 32k | 132.46 |
|
| Intercontinental Exchange (ICE) | 0.1 | $4.2M | +29% | 24k | 172.50 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $4.2M | +25% | 33k | 127.04 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $4.2M | -9% | 27k | 153.10 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $4.1M | +15% | 53k | 77.48 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $4.1M | +6% | 15k | 282.56 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.1M | -6% | 13k | 312.05 |
|
| Choice Hotels International (CHH) | 0.1 | $4.1M | +2% | 31k | 132.78 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $4.1M | +2% | 111k | 36.90 |
|
| Honeywell International (HON) | 0.1 | $4.1M | -5% | 19k | 211.75 |
|
| Sonos (SONO) | 0.1 | $4.0M | 379k | 10.67 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $4.0M | 17k | 244.03 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $4.0M | +82% | 83k | 48.54 |
|
| United Rentals (URI) | 0.1 | $4.0M | -5% | 6.4k | 626.71 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.0M | +41% | 58k | 69.44 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $4.0M | 31k | 130.46 |
|
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $4.0M | +27% | 195k | 20.36 |
|
| FTI Consulting (FCN) | 0.1 | $3.9M | -4% | 24k | 164.08 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $3.8M | -24% | 9.0k | 419.88 |
|
| BP Sponsored Adr (BP) | 0.1 | $3.8M | +31% | 112k | 33.79 |
|
| Chemed Corp Com Stk (CHE) | 0.1 | $3.8M | +4% | 6.1k | 615.32 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $3.7M | -21% | 14k | 268.44 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.7M | -4% | 35k | 105.60 |
|
| Norfolk Southern (NSC) | 0.1 | $3.7M | 16k | 236.85 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.7M | -15% | 18k | 199.49 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $3.7M | -3% | 32k | 116.36 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $3.7M | +133% | 250k | 14.66 |
|
| Corning Incorporated (GLW) | 0.1 | $3.6M | +138% | 80k | 45.78 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $3.6M | -18% | 13k | 270.83 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $3.6M | +14% | 67k | 54.11 |
|
| Vaneck Etf Trust Long Muni Etf (MLN) | 0.1 | $3.5M | -6% | 201k | 17.39 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $3.5M | NEW | 42k | 82.78 |
|
| Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $3.5M | 86k | 40.65 |
|
|
| Toro Company (TTC) | 0.1 | $3.4M | -2% | 47k | 72.75 |
|
| Acushnet Holdings Corp (GOLF) | 0.1 | $3.4M | -4% | 50k | 68.66 |
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $3.4M | -7% | 17k | 203.92 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $3.4M | +60% | 16k | 205.44 |
|
| CorVel Corporation (CRVL) | 0.1 | $3.3M | -4% | 30k | 111.97 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.3M | +10% | 16k | 206.47 |
|
| Intuit (INTU) | 0.1 | $3.3M | -48% | 5.4k | 613.99 |
|
| Ecolab (ECL) | 0.1 | $3.3M | -8% | 13k | 253.53 |
|
Past Filings by NewEdge Wealth
SEC 13F filings are viewable for NewEdge Wealth going back to 2021
- 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
- NewEdge Wealth 2021 Q4 filed Jan. 31, 2022
- NewEdge Wealth 2021 Q3 filed Nov. 12, 2021
- NewEdge Wealth 2021 Q2 filed Aug. 11, 2021