How many stocks does NewEdge Wealth, LLC own?

As of Q4 2025, NewEdge Wealth, LLC holds 1,179 positions in their 13F portfolio.

What is NewEdge Wealth, LLC's largest holding?

USFR at 4.7% of portfolio, worth $419.2M.

What is NewEdge Wealth, LLC's total portfolio value?

$8.8B as of Q4 2025, tracked across 1,179 holdings.

Is NewEdge Wealth, LLC a hedge fund?

NewEdge Wealth, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does NewEdge Wealth, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has NewEdge Wealth, LLC's portfolio changed in Q4 2025?

View NewEdge Wealth, LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is NewEdge Wealth, LLC's investment strategy?

NewEdge Wealth, LLC is classified as a Momentum Trader fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

NewEdge Wealth, LLC Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

NewEdge Wealth, LLC

Institutional investor · Portfolio as of Q4 2025

$8.8B

AUM

1,179

Positions

191

New

Q4 2025

Filing Period

SEC EDGAR Source

NewEdge Wealth, LLC manages $8.8B across 1179 positions as of Q4 2025. Top holdings: USFR (4.7%), MSFT (4.3%), AAPL (4.1%). Fund DNA: Momentum Trader.

Portfolio Allocation

Top holdings by portfolio weight

USFR4.74%

MSFT4.31%

AAPL4.13%

NVDA3.14%

GOOGL3.14%

AVGO1.83%

SPY1.78%

AMZN1.76%

JPM1.75%

META1.73%

Other1.54%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE2Q held

LUMENTUM HLDGS INC

Avg $162.58 · $443,031 est. P&L

Est. P&L

+327.13%

SNDK4Q held

SANDISK CORP

Avg $57.31 · $2.6M est. P&L

Est. P&L

+319.19%

EME21Q held

EMCOR GROUP INC

Avg $147.26 · $1.8M est. P&L

Est. P&L

+318.94%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1187

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
USFRETF WISDOMTREE TR	8.3M	$419.2M	4.7%	—	$50.16	0.00%	1 qtr	New 86
MSFT MICROSOFT CORP	788,473	$381.3M	4.3%	—	$333.37	+46.23%	21 qtrssince 2020-Q4	Increased 63
AAPL APPLE INC	1.3M	$365.4M	4.1%	—	$189.58	+39.12%	21 qtrssince 2020-Q4	Increased 65
NVDA NVIDIA CORP	1.5M	$278M	3.1%	—	$133.48	+40.50%	20 qtrssince 2021-Q1	Increased 70
GOOGL ALPHABET INC	887,209	$277.7M	3.1%	—	$152.05	+99.66%	21 qtrssince 2020-Q4	Increased 63
AVGO BROADCOM INC	469,277	$162.4M	1.8%	—	$207.42	+68.66%	20 qtrssince 2021-Q1	Increased 56
SPYUnit SPDR S&P 500 ETF TR	231,168	$157.6M	1.8%	—	$474.83	+43.28%	21 qtrssince 2020-Q4	Increased 55
AMZN AMAZON COM INC	673,125	$155.4M	1.8%	—	$182.45	+27.45%	21 qtrssince 2020-Q4	Increased 58
JPM JPMORGAN CHASE & CO	480,501	$154.8M	1.7%	—	$179.94	+78.93%	21 qtrssince 2020-Q4	Increased 51
META FACEBOOK INC	231,939	$153.1M	1.7%	—	$396.44	+67.98%	21 qtrssince 2020-Q4	Increased 53
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