NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings543 positions
MICROSOFT CORP | 350,058 | $84M | 3.6% | $240.89 | -3.38% | 9 qtrssince 2020-Q4 | Increased 58 |
APPLE INC | 526,902 | $68.5M | 2.9% | $138.59 | -7.90% | 9 qtrssince 2020-Q4 | Increased 52 |
BLACKSTONE GROUP INC/THE-A | 753,685 | $55.9M | 2.4% | $98.57 | -33.35% | 7 qtrssince 2021-Q2 | Increased 51 |
SAFEHOLD INC | 1.9M | $55.3M | 2.4% | $86.35 | -86.10% | 7 qtrssince 2021-Q2 | Increased 58 |
NEW RELIC INC | 771,831 | $43.6M | 1.9% | — | — | 7 qtrssince 2021-Q2 | Decreased 0 |
ISHARES MSCI EAFE ETF | 655,871 | $43.1M | 1.9% | $65.32 | -8.76% | 9 qtrssince 2020-Q4 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 111,106 | $42.5M | 1.8% | $371.82 | -1.90% | 9 qtrssince 2020-Q4 | Increased 47 |
VANGUARD INDEX FDS | 278,599 | $39.1M | 1.7% | $117.87 | +9.24% | 9 qtrssince 2020-Q4 | Decreased 0 |
ASHLAND GLOBAL HOLDINGS INC | 336,084 | $36.1M | 1.6% | $82.37 | +22.32% | 7 qtrssince 2021-Q2 | Decreased 0 |
QUINSTREET INC | 2.3M | $33.5M | 1.4% | $15.72 | -8.72% | 6 qtrssince 2021-Q3 | Decreased 0 |
| 4.3M | $32.8M | 1.4% | — | — | — | Decreased 0 | |
ISHARES TR | 152,937 | $32.8M | 1.4% | $62.97 | -16.56% | 9 qtrssince 2020-Q4 | Increased 47 |
UNITEDHEALTH GROUP INC | 57,216 | $30.3M | 1.3% | $373.77 | +31.68% | 9 qtrssince 2020-Q4 | Increased 47 |
PFIZER INC | 513,201 | $26.3M | 1.1% | $39.39 | +3.98% | 7 qtrssince 2021-Q2 | Increased 48 |
HOME DEPOT INC | 82,915 | $26.2M | 1.1% | $263.46 | +8.73% | 9 qtrssince 2020-Q4 | Increased 48 |
H&R BLOCK INC | 715,824 | $26.1M | 1.1% | $23.14 | +39.56% | 7 qtrssince 2021-Q2 | Increased 48 |
ALPHABET INC-CL A | 294,827 | $26M | 1.1% | $103.23 | -15.33% | 9 qtrssince 2020-Q4 | Decreased 0 |
AUTOZONE INC | 10,535 | $26M | 1.1% | $2,123.81 | +16.12% | 4 qtrssince 2022-Q1 | Increased 47 |
BERRY GLOBAL GROUP INC | 421,366 | $25.5M | 1.1% | — | — | 7 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 112,189 | $22.9M | 1.0% | $53.65 | -10.07% | 5 qtrssince 2021-Q4 | Decreased 0 |
NewEdge Wealth, LLC manages $2.3B across 543 positions as of Q4 2022. Top holdings: MSFT (3.6%), AAPL (2.9%), BX (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 62 new positions, 37 exits, 268 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $2.3B across 543 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
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