NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,124 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
WISDOMTREE TR | 7.6M | $384.2M | 4.6% | $49.26 | +2.41% | 2 qtrssince 2025-Q4 | Decreased 0 |
APPLE INC | 1.4M | $345.1M | 4.1% | $190.33 | +60.56% | 22 qtrssince 2020-Q4 | Increased 57 |
MICROSOFT CORP | 768,837 | $284.6M | 3.4% | $333.37 | +48.60% | 22 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 1.4M | $239.3M | 2.9% | $133.48 | +68.68% | 21 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC-CL A | 813,160 | $233.8M | 2.8% | $152.05 | +126.24% | 22 qtrssince 2020-Q4 | Decreased 0 |
BROADCOM INC | 512,688 | $158.7M | 1.9% | $216.43 | +81.57% | 21 qtrssince 2021-Q1 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 233,940 | $152.1M | 1.8% | $477.26 | +62.67% | 22 qtrssince 2020-Q4 | Increased 48 |
JPMORGAN CHASE & CO | 492,565 | $144.9M | 1.7% | $182.89 | +98.40% | 22 qtrssince 2020-Q4 | Increased 49 |
AMAZON.COM INC | 672,432 | $140M | 1.7% | $182.45 | +43.22% | 22 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD SHORT-TERM TREASURY | 2.2M | $131.2M | 1.6% | $57.19 | +1.66% | 22 qtrssince 2020-Q4 | Increased 54 |
META PLATFORMS INC-CLASS A | 219,387 | $125.5M | 1.5% | $396.44 | +43.52% | 22 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 198,432 | $118.6M | 1.4% | $594.58 | +20.02% | 19 qtrssince 2021-Q3 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 243,611 | $103.9M | 1.2% | $96.11 | +10.82% | 22 qtrssince 2020-Q4 | Decreased 0 |
GILEAD SCIENCES INC | 706,725 | $98.5M | 1.2% | $90.90 | +52.21% | 19 qtrssince 2021-Q3 | Increased 52 |
ABBVIE INC | 406,062 | $88.3M | 1.1% | $190.87 | +31.15% | 20 qtrssince 2021-Q2 | Increased 48 |
WELLS FARGO & CO | 1.1M | $87.6M | 1.0% | $53.30 | +66.63% | 16 qtrssince 2022-Q2 | Increased 51 |
VANGUARD FTSE DEVELOPED ETF | 1.4M | $87.2M | 1.0% | $60.31 | +22.00% | 22 qtrssince 2020-Q4 | Increased 57 |
NOVARTIS AG-SPONSORED ADR | 546,505 | $83.5M | 1.0% | $100.44 | +50.22% | 22 qtrssince 2020-Q4 | Increased 45 |
KLA CORP | 56,265 | $82.8M | 1.0% | $43.89 | +364.20% | 16 qtrssince 2022-Q2 | Increased 43 |
AUTOZONE INC | 23,599 | $79.7M | 0.9% | $2,611.78 | +15.60% | 17 qtrssince 2022-Q1 | Increased 46 |
NewEdge Wealth, LLC manages $8.4B across 1124 positions as of Q1 2026. Top holdings: USFR (4.6%), AAPL (4.1%), MSFT (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 102 new positions, 172 exits, 394 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $8.4B across 1124 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer