NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings395 positions
| 4.8M | $122.9M | 5.2% | — | — | — | Increased 63 | |
SAFEHOLD INC | 1.4M | $114.2M | 4.8% | $97.31 | +10.65% | 3 qtrssince 2021-Q2 | Increased 62 |
MICROSOFT CORP | 246,653 | $83M | 3.5% | $237.60 | +36.10% | 5 qtrssince 2020-Q4 | Increased 62 |
BERRY GLOBAL GROUP INC | 1M | $75.5M | 3.2% | — | — | 3 qtrssince 2021-Q2 | Increased 58 |
BLACKSTONE INC | 538,824 | $69.7M | 2.9% | $109.36 | +0.13% | 3 qtrssince 2021-Q2 | Increased 82 |
NEW RELIC INC | 600,039 | $66M | 2.8% | — | — | 3 qtrssince 2021-Q2 | Increased 54 |
ASHLAND INC | 611,298 | $65.8M | 2.8% | $82.37 | +19.52% | 3 qtrssince 2021-Q2 | Increased 54 |
ISHARES TR | 208,845 | $63.8M | 2.7% | $63.33 | +17.35% | 5 qtrssince 2020-Q4 | Increased 67 |
APPLE INC | 336,388 | $59.7M | 2.5% | $137.32 | +26.32% | 5 qtrssince 2020-Q4 | Increased 63 |
SPDR S&P 500 ETF TR | 109,714 | $52.1M | 2.2% | $370.19 | +20.42% | 5 qtrssince 2020-Q4 | Increased 57 |
ZILLOW GROUP INC | 707,714 | $45.2M | 1.9% | $63.27 | -0.69% | 4 qtrssince 2021-Q1 | Increased 74 |
VANGUARD INDEX FDS | 272,290 | $40.1M | 1.7% | $115.73 | +13.64% | 5 qtrssince 2020-Q4 | Increased 55 |
ALPHABET INC | 13,471 | $39M | 1.6% | $101.78 | +40.98% | 5 qtrssince 2020-Q4 | Increased 47 |
ISHARES TR | 486,333 | $38.3M | 1.6% | $65.49 | +6.39% | 5 qtrssince 2020-Q4 | Increased 53 |
QUINSTREET INC | 2M | $35.5M | 1.5% | $18.00 | +1.46% | 2 qtrssince 2021-Q3 | Increased 68 |
GROUP 1 AUTOMOTIVE INC | 156,064 | $30.5M | 1.3% | $179.08 | +5.72% | 3 qtrssince 2021-Q2 | Increased 49 |
ZUORA INC | 1.5M | $28.7M | 1.2% | — | — | 3 qtrssince 2021-Q2 | Increased 49 |
HOME DEPOT INC | 66,348 | $27.5M | 1.2% | $265.09 | +38.49% | 5 qtrssince 2020-Q4 | Increased 48 |
META PLATFORMS INC | 80,133 | $27M | 1.1% | $293.35 | +13.57% | 5 qtrssince 2020-Q4 | Increased 47 |
VANGUARD INDEX FDS | 114,667 | $25.9M | 1.1% | $207.62 | +1.50% | 5 qtrssince 2020-Q4 | Increased 73 |
NewEdge Wealth, LLC manages $2.4B across 395 positions as of Q4 2021. Top holdings: ISTAR INC (5.2%), SAFE (4.8%), MSFT (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 121 new positions, 10 exits, 201 increased. Top move: BX (INCREASED, conviction 82). Portfolio: $2.4B across 395 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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