NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings917 positions
MICROSOFT CORP | 679,931 | $286.6M | 5.0% | $305.51 | +36.09% | 17 qtrssince 2020-Q4 | Increased 60 |
APPLE INC | 1.1M | $284.2M | 4.9% | $172.23 | +44.35% | 17 qtrssince 2020-Q4 | Increased 60 |
ALPHABET INC | 732,060 | $138.6M | 2.4% | $128.79 | +46.12% | 17 qtrssince 2020-Q4 | Increased 55 |
META PLATFORMS INC | 201,274 | $117.8M | 2.0% | $338.95 | +71.76% | 17 qtrssince 2020-Q4 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 191,411 | $112.2M | 1.9% | $422.47 | +36.05% | 17 qtrssince 2020-Q4 | Decreased 0 |
BLACKSTONE INC | 644,685 | $111.2M | 1.9% | $99.83 | +62.44% | 15 qtrssince 2021-Q2 | Decreased 0 |
BROADCOM INC | 428,637 | $99.4M | 1.7% | $102.80 | +122.28% | 16 qtrssince 2021-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 406,308 | $97.4M | 1.7% | $157.61 | +46.85% | 17 qtrssince 2020-Q4 | Increased 51 |
NVIDIA CORPORATION | 672,393 | $90.3M | 1.6% | $99.89 | +34.09% | 16 qtrssince 2021-Q1 | Increased 53 |
SALESFORCE INC | 214,325 | $71.7M | 1.2% | $232.65 | +42.05% | 17 qtrssince 2020-Q4 | Increased 47 |
AMAZON COM INC | 314,705 | $69M | 1.2% | $164.91 | +33.04% | 17 qtrssince 2020-Q4 | Increased 50 |
HOME DEPOT INC | 170,505 | $66.3M | 1.2% | $302.58 | +22.76% | 17 qtrssince 2020-Q4 | Increased 50 |
AUTOZONE INC | 20,270 | $64.9M | 1.1% | $2,418.92 | +32.37% | 12 qtrssince 2022-Q1 | Increased 49 |
ELI LILLY & CO | 80,399 | $62.1M | 1.1% | $470.43 | +62.11% | 12 qtrssince 2022-Q1 | Increased 50 |
WELLS FARGO & CO | 860,011 | $60.4M | 1.0% | $44.84 | +50.82% | 11 qtrssince 2022-Q2 | Increased 49 |
BLOCK H & R INC | 1.1M | $57.9M | 1.0% | $31.87 | +55.35% | 15 qtrssince 2021-Q2 | Increased 52 |
QUINSTREET INC | 2.5M | $57M | 1.0% | $14.73 | +56.58% | 14 qtrssince 2021-Q3 | Decreased 0 |
VISA INC | 170,716 | $54M | 0.9% | $231.31 | +34.85% | 17 qtrssince 2020-Q4 | Increased 44 |
MASTERCARD INCORPORATED | 100,155 | $52.7M | 0.9% | $374.66 | +39.06% | 13 qtrssince 2021-Q4 | Increased 43 |
VISTRA CORP | 377,238 | $52M | 0.9% | $43.22 | +215.83% | 6 qtrssince 2023-Q3 | Increased 42 |
NewEdge Wealth, LLC manages $5.8B across 917 positions as of Q4 2024. Top holdings: MSFT (5.0%), AAPL (4.9%), GOOGL (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 99 new positions, 53 exits, 405 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $5.8B across 917 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
Verify source filings on SEC EDGAR