NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,187 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
WISDOMTREE TR | 8.3M | $419.2M | 4.7% | $49.26 | 0.00% | 1 qtr | New 86 |
MICROSOFT CORP | 788,473 | $381.3M | 4.3% | $333.37 | +46.23% | 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% | $133.48 | +40.50% | 20 qtrssince 2021-Q1 | Increased 70 |
ALPHABET INC-CL A | 887,209 | $277.7M | 3.1% | $152.05 | +106.41% | 21 qtrssince 2020-Q4 | Increased 63 |
BROADCOM INC | 469,277 | $162.4M | 1.8% | $206.49 | +66.99% | 20 qtrssince 2021-Q1 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 231,168 | $157.6M | 1.8% | $474.83 | +44.69% | 21 qtrssince 2020-Q4 | Increased 55 |
AMAZON.COM INC | 673,125 | $155.4M | 1.8% | $182.45 | +27.45% | 21 qtrssince 2020-Q4 | Increased 58 |
JPMORGAN CHASE & CO | 480,501 | $154.8M | 1.7% | $179.94 | +78.93% | 21 qtrssince 2020-Q4 | Increased 51 |
META PLATFORMS INC-CLASS A | 231,939 | $153.1M | 1.7% | $396.44 | +67.98% | 21 qtrssince 2020-Q4 | Increased 53 |
VANGUARD S&P 500 ETF | 217,086 | $136.1M | 1.5% | $594.58 | +6.25% | 18 qtrssince 2021-Q3 | Increased 77 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 271,051 | $128.3M | 1.4% | $96.11 | +22.90% | 21 qtrssince 2020-Q4 | Increased 77 |
VANGUARD SHORT-TERM TREASURY | 2M | $116M | 1.3% | $57.13 | +0.59% | 21 qtrssince 2020-Q4 | Increased 76 |
BLACKSTONE INC | 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% | $85.59 | +43.91% | 18 qtrssince 2021-Q3 | Increased 44 |
LAM RESEARCH CORP COM NEW | 452,879 | $77.5M | 0.9% | $73.95 | +134.98% | 13 qtrssince 2022-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 Rating: 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
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