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 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.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.7 $254M 676k 375.39
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Apple (AAPL) 4.4 $239M -5% 1.1M 222.13
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NVIDIA Corporation (NVDA) 2.2 $122M +67% 1.1M 108.38
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Meta Platforms Cl A (META) 2.2 $121M +4% 210k 576.36
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Alphabet Cap Stk Cl A (GOOGL) 2.1 $116M +2% 747k 154.64
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $105M -2% 187k 559.39
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JPMorgan Chase & Co. (JPM) 1.9 $104M +3% 422k 245.30
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Blackstone Group Inc Com Cl A (BX) 1.4 $76M -15% 545k 139.78
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AutoZone (AZO) 1.4 $76M -2% 20k 3812.70
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Home Depot (HD) 1.2 $66M +5% 180k 366.49
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Wells Fargo & Company (WFC) 1.2 $64M +4% 896k 71.79
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Broadcom (AVGO) 1.1 $62M -13% 370k 167.43
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Visa Com Cl A (V) 1.1 $59M 169k 350.46
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Eli Lilly & Co. (LLY) 1.0 $57M -14% 69k 825.91
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salesforce (CRM) 1.0 $56M -2% 210k 268.36
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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
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Kla Corp Com New (KLAC) 1.0 $53M 77k 679.80
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Allison Transmission Hldngs I (ALSN) 0.9 $49M +6% 510k 95.67
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Gilead Sciences (GILD) 0.9 $48M +6% 432k 112.05
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Novartis Sponsored Adr (NVS) 0.9 $48M 432k 111.48
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Vanguard Index Fds Value Etf (VTV) 0.9 $48M -2% 275k 172.74
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MGIC Investment (MTG) 0.9 $47M +3% 1.9M 24.78
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Ishares Tr Msci Intl Qualty (IQLT) 0.8 $45M -4% 1.1M 39.69
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International Business Machines (IBM) 0.8 $45M +4% 182k 248.66
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Abbvie (ABBV) 0.8 $45M +4% 213k 209.52
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $41M -7% 114k 361.09
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Safehold (SAFE) 0.7 $40M -9% 2.1M 18.72
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $40M -15% 484k 81.73
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QuinStreet (QNST) 0.7 $40M -10% 2.2M 17.84
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eBay (EBAY) 0.7 $39M +24% 577k 67.73
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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $37M -11% 144k 258.62
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $37M -9% 466k 79.86
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Fortinet (FTNT) 0.7 $36M 379k 96.26
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3M Company (MMM) 0.7 $36M +2% 247k 146.86
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Johnson & Johnson (JNJ) 0.7 $36M +7% 218k 165.84
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Amgen (AMGN) 0.7 $36M +40% 116k 311.55
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Vistra Energy (VST) 0.7 $36M -18% 306k 117.44
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Adobe Systems Incorporated (ADBE) 0.6 $35M 91k 383.53
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Suncor Energy (SU) 0.6 $35M +4% 897k 38.72
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $35M 424k 81.76
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Comerica Incorporated (CMA) 0.6 $34M +22% 571k 59.06
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $33M -5% 315k 104.57
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Ryder System (R) 0.6 $32M +9% 222k 143.81
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Lowe's Companies (LOW) 0.6 $31M +7% 134k 233.23
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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
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Canadian Natural Resources (CNQ) 0.5 $29M +6% 944k 30.80
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $29M +6% 104k 274.84
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Welltower Inc Com reit (WELL) 0.5 $28M -3% 184k 153.21
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Qualcomm (QCOM) 0.5 $28M +259% 183k 153.61
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Union Pacific Corporation (UNP) 0.5 $27M +7% 115k 236.24
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Jefferies Finl Group (JEF) 0.5 $27M +11% 503k 53.57
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Verisk Analytics (VRSK) 0.5 $27M 90k 297.62
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Uber Technologies (UBER) 0.5 $27M +5% 367k 72.86
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $27M -12% 120k 221.75
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.5 $25M +2% 743k 33.86
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $25M -4% 119k 211.47
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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
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.4 $24M +2% 315k 75.91
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $24M -17% 301k 78.94
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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
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Nrg Energy Com New (NRG) 0.4 $23M NEW 240k 95.46
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Lockheed Martin Corporation (LMT) 0.4 $22M +5% 50k 446.71
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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
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Coca-Cola Company (KO) 0.4 $21M +6% 290k 71.62
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $21M -23% 106k 193.99
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Costco Wholesale Corporation (COST) 0.4 $20M -2% 21k 945.77
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $20M +35% 250k 78.28
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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
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Angel Oak Funds Trust Mortgage Backed (MBS) 0.3 $19M +3% 2.1M 8.68
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CF Industries Holdings (CF) 0.3 $18M +3% 234k 78.15
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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
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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
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.3 $14M -2% 300k 46.07
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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
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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
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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
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Procter & Gamble Company (PG) 0.2 $12M -2% 70k 170.42
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $12M -43% 101k 115.95
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Palo Alto Networks (PANW) 0.2 $11M 66k 170.64
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $11M +23% 68k 166.00
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Vanguard Index Fds Growth Etf (VUG) 0.2 $11M +2% 29k 370.82
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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
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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
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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
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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
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Abbott Laboratories (ABT) 0.1 $4.4M -13% 33k 132.65
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $4.4M -30% 77k 57.14
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Shopify Cl A (SHOP) 0.1 $4.3M -12% 45k 95.48
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Select Sector Spdr Tr Energy (XLE) 0.1 $4.3M -23% 46k 93.45
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Paychex (PAYX) 0.1 $4.2M +2% 27k 154.28
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Raytheon Technologies Corp (RTX) 0.1 $4.2M +3% 32k 132.46
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Intercontinental Exchange (ICE) 0.1 $4.2M +29% 24k 172.50
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Bright Horizons Fam Sol In D (BFAM) 0.1 $4.2M +25% 33k 127.04
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $4.2M -9% 27k 153.10
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Arista Networks Com Shs (ANET) 0.1 $4.1M +15% 53k 77.48
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Zebra Technologies Corporati Cl A (ZBRA) 0.1 $4.1M +6% 15k 282.56
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $4.1M -6% 13k 312.05
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Choice Hotels International (CHH) 0.1 $4.1M +2% 31k 132.78
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Comcast Corp Cl A (CMCSA) 0.1 $4.1M +2% 111k 36.90
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Honeywell International (HON) 0.1 $4.1M -5% 19k 211.75
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Sonos (SONO) 0.1 $4.0M 379k 10.67
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Marsh & McLennan Companies (MMC) 0.1 $4.0M 17k 244.03
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Bhp Group Sponsored Ads (BHP) 0.1 $4.0M +82% 83k 48.54
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United Rentals (URI) 0.1 $4.0M -5% 6.4k 626.71
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Novo-nordisk A S Adr (NVO) 0.1 $4.0M +41% 58k 69.44
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Allegion Ord Shs (ALLE) 0.1 $4.0M 31k 130.46
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Cohen & Steers Ltd Dur Pfd I (LDP) 0.1 $4.0M +27% 195k 20.36
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FTI Consulting (FCN) 0.1 $3.9M -4% 24k 164.08
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $3.8M -24% 9.0k 419.88
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BP Sponsored Adr (BP) 0.1 $3.8M +31% 112k 33.79
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Chemed Corp Com Stk (CHE) 0.1 $3.8M +4% 6.1k 615.32
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Sap Se Spon Adr (SAP) 0.1 $3.7M -21% 14k 268.44
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $3.7M -4% 35k 105.60
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Norfolk Southern (NSC) 0.1 $3.7M 16k 236.85
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.7M -15% 18k 199.49
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Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $3.7M -3% 32k 116.36
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Owl Rock Capital Corporation (OBDC) 0.1 $3.7M +133% 250k 14.66
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Corning Incorporated (GLW) 0.1 $3.6M +138% 80k 45.78
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Ishares Tr S&p 100 Etf (OEF) 0.1 $3.6M -18% 13k 270.83
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Kb Finl Group Sponsored Adr (KB) 0.1 $3.6M +14% 67k 54.11
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Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $3.5M -6% 201k 17.39
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $3.5M NEW 42k 82.78
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Listed Fd Tr Horizon Kinetics (INFL) 0.1 $3.5M 86k 40.65
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Toro Company (TTC) 0.1 $3.4M -2% 47k 72.75
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Acushnet Holdings Corp (GOLF) 0.1 $3.4M -4% 50k 68.66
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Watts Water Technologies Cl A (WTS) 0.1 $3.4M -7% 17k 203.92
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Royal Caribbean Cruises (RCL) 0.1 $3.4M +60% 16k 205.44
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CorVel Corporation (CRVL) 0.1 $3.3M -4% 30k 111.97
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Select Sector Spdr Tr Technology (XLK) 0.1 $3.3M +10% 16k 206.47
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Intuit (INTU) 0.1 $3.3M -48% 5.4k 613.99
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Ecolab (ECL) 0.1 $3.3M -8% 13k 253.53
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Past Filings by NewEdge Wealth

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

View all past filings