Institutions / NewEdge Wealth, LLC
NewEdge Wealth, LLC
CIK 1861796 · Institution · as of Dec 31, 2025
Portfolio value
$8.85B
Positions
1,179
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,179 →
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Tr | $419.19M | 4.7% |
| Microsoft Corp | $381.32M | 4.3% |
| Apple Inc. | $365.37M | 4.1% |
| NVIDIA Corp | $278.05M | 3.1% |
| Alphabet Inc. | $277.70M | 3.1% |
| Broadcom Inc. | $162.42M | 1.8% |
| SPDR S&P 500 ETF Tr | $157.64M | 1.8% |
| Amazon.com Inc | $155.37M | 1.8% |
| JPMORGAN CHASE & CO | $154.83M | 1.7% |
| Meta Platforms Inc | $153.10M | 1.7% |
| Vanguard Index Fds | $136.14M | 1.5% |
| iShares Tr | $128.29M | 1.4% |
| Vanguard Scottsdale Fds | $115.97M | 1.3% |
| Blackstone Inc | $110.16M | 1.2% |
| Wells Fargo & COMPANY/MN | $95.15M | 1.1% |
| AbbVie Inc. | $90.87M | 1.0% |
| Gilead Sciences, Inc. | $79.35M | 0.9% |
| Lam Research Corp | $77.52M | 0.9% |
| Visa Inc | $76.38M | 0.9% |
| iShares Tr | $76.09M | 0.9% |
| Vanguard Index Fds | $75.29M | 0.9% |
| Autozone Inc | $73.38M | 0.8% |
| Home Depot, Inc. | $72.44M | 0.8% |
| Novartis AG | $69.67M | 0.8% |
| ELI LILLY & Co | $68.54M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.