NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,019 positions
MICROSOFT CORP | 711,837 | $361M | 5.2% | $315.45 | +62.85% | 20 qtrssince 2020-Q4 | Increased 62 |
APPLE INC | 1.2M | $315.3M | 4.5% | $177.23 | +43.14% | 20 qtrssince 2020-Q4 | Increased 60 |
NVIDIA CORPORATION | 1.2M | $228.4M | 3.3% | $106.33 | +75.06% | 19 qtrssince 2021-Q1 | Increased 58 |
ALPHABET INC | 793,916 | $225.7M | 3.2% | $135.20 | +79.34% | 20 qtrssince 2020-Q4 | Increased 59 |
BROADCOM INC | 394,708 | $141.7M | 2.0% | $125.08 | +161.81% | 19 qtrssince 2021-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 450,230 | $140.3M | 2.0% | $168.93 | +83.21% | 20 qtrssince 2020-Q4 | Increased 53 |
STATE STR SPDR S&P 500 ETF T | 199,452 | $135.1M | 1.9% | $439.31 | +50.02% | 20 qtrssince 2020-Q4 | Increased 51 |
AMAZON COM INC | 539,721 | $135M | 1.9% | $175.67 | +24.99% | 20 qtrssince 2020-Q4 | Increased 48 |
META PLATFORMS INC | 209,498 | $133.2M | 1.9% | $367.35 | +99.24% | 20 qtrssince 2020-Q4 | Increased 50 |
BLACKSTONE INC | 676,733 | $97.7M | 1.4% | $108.48 | +51.35% | 18 qtrssince 2021-Q2 | Decreased 0 |
WELLS FARGO & CO | 982,921 | $85.5M | 1.2% | $48.78 | +68.15% | 14 qtrssince 2022-Q2 | Increased 48 |
GILEAD SCIENCES INC | 619,690 | $76M | 1.1% | $82.76 | +30.89% | 17 qtrssince 2021-Q3 | Increased 48 |
AUTOZONE INC | 20,348 | $74.5M | 1.1% | $2,466.21 | +73.96% | 15 qtrssince 2022-Q1 | Decreased 0 |
HOME DEPOT INC | 197,401 | $73.8M | 1.1% | $310.26 | +27.00% | 20 qtrssince 2020-Q4 | Increased 48 |
LAM RESEARCH CORP | 440,001 | $72.6M | 1.0% | $72.03 | +85.03% | 4 qtrssince 2024-Q4 | Decreased 0 |
KLA CORP | 54,193 | $66.5M | 1.0% | $40.43 | +165.32% | 14 qtrssince 2022-Q2 | Decreased 0 |
ABBVIE INC | 304,522 | $66M | 0.9% | $179.23 | +24.53% | 18 qtrssince 2021-Q2 | Increased 53 |
VISTRA CORP | 338,167 | $64M | 0.9% | $57.66 | +237.82% | 9 qtrssince 2023-Q3 | Increased 43 |
NOVARTIS AG | 486,464 | $61.1M | 0.9% | $91.18 | +36.50% | 20 qtrssince 2020-Q4 | Increased 43 |
INTERNATIONAL BUSINESS MACHS | 198,269 | $60.8M | 0.9% | $182.93 | +50.34% | 13 qtrssince 2022-Q3 | Increased 43 |
NewEdge Wealth, LLC manages $7B across 1019 positions as of Q3 2025. Top holdings: MSFT (5.2%), AAPL (4.5%), NVDA (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 106 new positions, 49 exits, 508 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $7.0B across 1019 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR