NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings517 positions
Microsoft Corp | 330,302 | $76.9M | 3.6% | $241.38 | -6.62% | 8 qtrssince 2020-Q4 | Increased 59 |
Apple Inc | 509,719 | $70.4M | 3.3% | $138.96 | -2.46% | 8 qtrssince 2020-Q4 | Increased 65 |
Blackstone Group LP/The | 738,815 | $61.8M | 2.9% | $99.23 | -26.03% | 6 qtrssince 2021-Q2 | Increased 60 |
New Relic Inc | 787,558 | $45.2M | 2.1% | — | — | 6 qtrssince 2021-Q2 | Decreased 0 |
SAFEHOLD INC | 1.7M | $44.1M | 2.1% | $93.45 | -59.72% | 6 qtrssince 2021-Q2 | Increased 54 |
| 4.5M | $41.4M | 2.0% | — | — | — | Decreased 0 | |
SPDR S&P 500 ETF Trust | 108,018 | $38.6M | 1.8% | $372.02 | -8.84% | 8 qtrssince 2020-Q4 | Decreased 0 |
iShares MSCI EAFE ETF | 678,147 | $38M | 1.8% | $65.32 | -22.19% | 8 qtrssince 2020-Q4 | Increased 47 |
Vanguard Value ETF | 300,333 | $37.1M | 1.8% | $117.87 | -4.61% | 8 qtrssince 2020-Q4 | Increased 46 |
Alphabet Inc | 351,033 | $33.6M | 1.6% | $103.23 | -8.21% | 8 qtrssince 2020-Q4 | Increased 73 |
Ashland Global Holdings Inc | 349,605 | $33.2M | 1.6% | $82.37 | +6.59% | 6 qtrssince 2021-Q2 | Decreased 0 |
iShares Russell 1000 Growth ETF | 147,749 | $31.1M | 1.5% | $63.33 | -18.73% | 8 qtrssince 2020-Q4 | Decreased 0 |
H&R Block Inc | 675,642 | $28.7M | 1.4% | $22.59 | +65.39% | 6 qtrssince 2021-Q2 | Increased 50 |
UnitedHealth Group Inc | 55,001 | $27.8M | 1.3% | $369.00 | +26.66% | 8 qtrssince 2020-Q4 | Decreased 0 |
QUINSTREET INC | 2.4M | $25.1M | 1.2% | $15.72 | -32.45% | 5 qtrssince 2021-Q3 | Increased 49 |
KraneShares CSI China Internet ETF | 970,674 | $23.9M | 1.1% | $27.36 | -19.33% | 4 qtrssince 2021-Q4 | Increased 63 |
Amazon.com Inc | 210,654 | $23.8M | 1.1% | $152.77 | -26.03% | 8 qtrssince 2020-Q4 | Decreased 0 |
Home Depot Inc/The | 78,878 | $21.8M | 1.0% | $262.28 | -5.16% | 8 qtrssince 2020-Q4 | Decreased 0 |
AutoZone Inc | 10,114 | $21.7M | 1.0% | $2,109.56 | +1.53% | 3 qtrssince 2022-Q1 | Increased 50 |
VANGUARD INDEX FDS | 115,101 | $21.6M | 1.0% | $53.65 | -17.51% | 4 qtrssince 2021-Q4 | Increased 46 |
NewEdge Wealth, LLC manages $2.1B across 517 positions as of Q3 2022. Top holdings: MSFT (3.6%), AAPL (3.3%), BX (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 63 new positions, 97 exits, 255 increased. Top move: GOOGL (INCREASED, conviction 73). Portfolio: $2.1B across 517 positions.
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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
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