NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,187 positions
WISDOMTREE TR | 8.3M | $419.2M | 4.7% | $49.26 | 0.00% | 1 qtr | New 86 |
MICROSOFT CORP | 788,473 | $381.3M | 4.3% | $331.50 | +44.97% | 21 qtrssince 2020-Q4 | Increased 63 |
APPLE INC | 1.3M | $365.4M | 4.1% | $189.58 | +43.01% | 21 qtrssince 2020-Q4 | Increased 65 |
NVIDIA CORP | 1.5M | $278M | 3.1% | $123.50 | +50.66% | 20 qtrssince 2021-Q1 | Increased 70 |
ALPHABET INC-CL A | 887,209 | $277.7M | 3.1% | $153.83 | +103.07% | 21 qtrssince 2020-Q4 | Increased 63 |
BROADCOM INC | 469,277 | $162.4M | 1.8% | $159.90 | +115.26% | 20 qtrssince 2021-Q1 | Increased 56 |
SPDR S&P 500 ETF TRUST | 231,168 | $157.6M | 1.8% | $471.87 | +43.39% | 21 qtrssince 2020-Q4 | Increased 55 |
AMAZON.COM INC | 673,125 | $155.4M | 1.8% | $186.60 | +23.70% | 21 qtrssince 2020-Q4 | Increased 58 |
JPMORGAN CHASE & CO | 480,501 | $154.8M | 1.7% | $178.31 | +78.18% | 21 qtrssince 2020-Q4 | Increased 51 |
FACEBOOK INC-CLASS A | 231,939 | $153.1M | 1.7% | $395.51 | +66.47% | 21 qtrssince 2020-Q4 | Increased 53 |
VANGUARD INDEX FDS | 217,086 | $136.1M | 1.5% | $586.35 | +6.04% | 18 qtrssince 2021-Q3 | Increased 77 |
ISHARES TR | 271,051 | $128.3M | 1.4% | $96.02 | +22.90% | 21 qtrssince 2020-Q4 | Increased 77 |
VANGUARD SCOTTSDALE FDS | 2M | $116M | 1.3% | $57.13 | +0.59% | 21 qtrssince 2020-Q4 | Increased 76 |
BLACKSTONE GROUP INC/THE-A | 714,702 | $110.2M | 1.2% | $110.66 | +35.05% | 19 qtrssince 2021-Q2 | Increased 50 |
WELLS FARGO & CO | 1M | $95.1M | 1.1% | $50.38 | +82.00% | 15 qtrssince 2022-Q2 | Increased 49 |
ABBVIE INC | 397,677 | $90.9M | 1.0% | $190.38 | +17.25% | 19 qtrssince 2021-Q2 | Increased 60 |
GILEAD SCIENCES INC | 646,470 | $79.3M | 0.9% | $84.32 | +42.99% | 18 qtrssince 2021-Q3 | Increased 44 |
LAM RESEARCH CORP | 452,879 | $77.5M | 0.9% | $74.84 | +128.05% | 5 qtrssince 2024-Q4 | Increased 43 |
VISA INC-CLASS A SHARES | 217,796 | $76.4M | 0.9% | $257.50 | +35.39% | 21 qtrssince 2020-Q4 | Increased 50 |
ISHARES TR | 1M | $76.1M | 0.9% | $75.30 | 0.00% | 1 qtr | New 58 |
NewEdge Wealth, LLC manages $8.9B across 1187 positions as of Q4 2025. Top holdings: USFR (4.7%), MSFT (4.3%), AAPL (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 191 new positions, 29 exits, 661 increased. Top move: USFR (NEW, conviction 86). Portfolio: $8.9B across 1187 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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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