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CIK: 0001861796
Total reported value
$10.0B
$10.0B
960 檔
11.1%
According to the latest 13F quarterly dataset, NewEdge Wealth, LLC managed an equity portfolio of $10.0B at the end of Q2 2025, spanning 960 distinct U.S. exchange-listed positions.
During Q2 2025, NewEdge Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 960 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.65% | -0.34% | +2.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.82% | -0.09% | +3.07% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.19% | +0.34% | +0.17% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | -0.19% | -5.15% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.25% | +1.17% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | — | +15.05% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | -0.09% | +3.81% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -0.03% | -2.24% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | -0.14% | +5.73% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 1.79% | -0.10% | +25.15% | |
| 11 | AZO | Autozone Inc | Stock-Consumer Disc | 1.31% | -0.17% | +3.80% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | -0.07% | +7.61% | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 1.15% | -0.40% | +6.52% | |
| 14 | VST | Vistra CORP | Stock-Utilities | 1.06% | -0.05% | +7.72% | |
| 15 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.04% | -0.22% | +39.37% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.93% | +0.11% | +5.26% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.02% | +4.90% | |
| 18 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.89% | +0.03% | +5.95% | |
| 19 | MTG | Mgic Investment CORP | Stock-Financials | 0.85% | -0.06% | +6.86% | |
| 20 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.85% | -0.08% | +7.89% | |
| 21 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.82% | — | -5.57% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.80% | +0.03% | +1.66% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.78% | -0.46% | -1.86% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 0.78% | +0.77% | -29.81% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | — | +5.36% | |
| 26 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.75% | -0.14% | +7.28% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | -0.05% | -5.34% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.01% | +7.81% | |
| 29 | NRG | Nrg Energy Inc | Stock-Utilities | 0.71% | -0.07% | +23.47% | |
| 30 | JEF | Jefferies Financial Group In | Stock-Financials | 0.70% | — | +55.41% | |
| 31 | IQLT | Ishares Msci International Q | ETF-Other | 0.69% | -0.03% | -8.43% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | -0.05% | +1.67% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | -0.03% | +7.00% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.68% | +0.65% | +2.68% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.08% | -1.94% | |
| 36 | R | Ryder System Inc | Stock-Industrials | 0.65% | +0.06% | +6.89% | |
| 37 | CMA | Comerica Inc | Stock-Other | 0.63% | — | +7.42% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.09% | +4.72% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.60% | -0.06% | -3.43% | |
| 40 | SU | Suncor Energy Inc | Stock-Energy | 0.59% | -0.23% | +6.69% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.58% | -0.22% | +13.02% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | — | +15.57% | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.56% | +0.24% | +3.82% | |
| 44 | WELL | Welltower Inc | Stock-Real Estate | 0.53% | -0.02% | +8.76% | |
| 45 | VICI | Vici Properties Inc | Stock-Real Estate | 0.50% | — | +30.01% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.50% | -0.02% | +3.05% | |
| 47 | QNST | Quinstreet Inc | Stock-Other | 0.48% | -0.01% | -14.05% | |
| 48 | CNQ | Canadian Natural Resources | Stock-Energy | 0.48% | -0.18% | +7.18% | |
| 49 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.48% | -0.09% | +57.89% | |
| 50 | FTNT | Fortinet Inc | Stock-Tech | 0.47% | +0.26% | +6.09% |
According to official SEC Form 13F filings, NewEdge Wealth, LLC reported a total U.S. public equity portfolio value of $10.0B across 960 disclosed positions in Q2 2025.
During Q2 2025, NewEdge Wealth, LLC's top holdings by market value included MSFT (5.7%)、AAPL (3.8%)、NVDA (3.2%). The largest single position, MSFT, represented 5.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 11.1% of total reported equity market value during Q2 2025.
In Q2 2025, NewEdge Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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