NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,019 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 711,837 | $361M | 5.2% | $316.78 | +62.14% | 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 CORP | 1.2M | $228.4M | 3.3% | $118.65 | +53.26% | 19 qtrssince 2021-Q1 | Increased 58 |
ALPHABET INC-CL A | 793,916 | $225.7M | 3.2% | $133.04 | +83.33% | 20 qtrssince 2020-Q4 | Increased 59 |
BROADCOM INC | 394,708 | $141.7M | 2.0% | $180.36 | +81.90% | 19 qtrssince 2021-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 450,230 | $140.3M | 2.0% | $170.39 | +83.55% | 20 qtrssince 2020-Q4 | Increased 53 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 199,452 | $135.1M | 1.9% | $441.09 | +50.02% | 20 qtrssince 2020-Q4 | Increased 51 |
AMAZON.COM INC | 539,721 | $135M | 1.9% | $170.07 | +30.63% | 20 qtrssince 2020-Q4 | Increased 48 |
META PLATFORMS INC-CLASS A | 209,498 | $133.2M | 1.9% | $367.57 | +102.08% | 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% | $83.97 | +33.24% | 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% | $315.88 | +27.96% | 20 qtrssince 2020-Q4 | Increased 48 |
LAM RESEARCH CORP COM NEW | 440,001 | $72.6M | 1.0% | $71.03 | +84.24% | 12 qtrssince 2022-Q4 | Decreased 0 |
KLA CORP | 54,193 | $66.5M | 1.0% | $40.48 | +165.32% | 14 qtrssince 2022-Q2 | Decreased 0 |
ABBVIE INC | 304,522 | $66M | 0.9% | $180.34 | +24.53% | 18 qtrssince 2021-Q2 | Increased 53 |
VISTRA CORP | 338,167 | $64M | 0.9% | $58.07 | +240.39% | 9 qtrssince 2023-Q3 | Increased 43 |
NOVARTIS AG-SPONSORED ADR | 486,464 | $61.1M | 0.9% | $93.56 | +32.64% | 20 qtrssince 2020-Q4 | Increased 43 |
INTL BUSINESS MACHINES CORP | 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 Rating: 2.5/5.0.
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
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