NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,124 positions
WISDOMTREE TR | 7.6M | $384.2M | 4.6% | $49.26 | +0.93% | 2 qtrssince 2025-Q4 | Decreased 0 |
APPLE INC | 1.4M | $345.1M | 4.1% | $190.33 | +33.11% | 22 qtrssince 2020-Q4 | Increased 57 |
MICROSOFT CORP | 768,837 | $284.6M | 3.4% | $331.50 | +11.21% | 22 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORPORATION | 1.4M | $239.3M | 2.9% | $123.50 | +40.90% | 21 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC | 813,160 | $233.8M | 2.8% | $153.83 | +86.70% | 22 qtrssince 2020-Q4 | Decreased 0 |
BROADCOM INC | 512,688 | $158.7M | 1.9% | $172.48 | +78.84% | 21 qtrssince 2021-Q1 | Increased 52 |
STATE STR SPDR S&P 500 ETF T | 233,940 | $152.1M | 1.8% | $473.95 | +36.53% | 22 qtrssince 2020-Q4 | Increased 48 |
JPMORGAN CHASE & CO. | 492,565 | $144.9M | 1.7% | $181.08 | +60.90% | 22 qtrssince 2020-Q4 | Increased 49 |
AMAZON COM INC | 672,432 | $140M | 1.7% | $186.60 | +11.61% | 22 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 2.2M | $131.2M | 1.6% | $57.19 | +0.77% | 22 qtrssince 2020-Q4 | Increased 54 |
META PLATFORMS INC | 219,387 | $125.5M | 1.5% | $395.51 | +44.41% | 22 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 198,432 | $118.6M | 1.4% | $586.35 | +1.35% | 19 qtrssince 2021-Q3 | Decreased 0 |
ISHARES TR | 243,611 | $103.9M | 1.2% | $96.02 | +10.82% | 22 qtrssince 2020-Q4 | Decreased 0 |
GILEAD SCIENCES INC | 706,725 | $98.5M | 1.2% | $88.87 | +54.92% | 19 qtrssince 2021-Q3 | Increased 52 |
ABBVIE INC | 406,062 | $88.3M | 1.1% | $189.71 | +12.21% | 20 qtrssince 2021-Q2 | Increased 48 |
WELLS FARGO CO NEW | 1.1M | $87.6M | 1.0% | $52.44 | +50.10% | 16 qtrssince 2022-Q2 | Increased 51 |
VANGUARD TAX-MANAGED FDS | 1.4M | $87.2M | 1.0% | $59.09 | +7.61% | 22 qtrssince 2020-Q4 | Increased 57 |
NOVARTIS AG | 546,505 | $83.5M | 1.0% | $97.29 | +57.01% | 22 qtrssince 2020-Q4 | Increased 45 |
KLA CORP | 56,265 | $82.8M | 1.0% | $43.84 | +235.08% | 16 qtrssince 2022-Q2 | Increased 43 |
AUTOZONE INC | 23,599 | $79.7M | 0.9% | $2,592.54 | +30.29% | 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: Balanced Allocator. HoldingsIntel Score: 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
Top Losers
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
Verify source filings on SEC EDGAR