NewEdge Wealth, LLC
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD TAX-MANAGED FDS | $68.52M | 0.8% |
| KLA CORP | $67.22M | 0.8% |
| MGIC INVESTMENT CORP | $63.80M | 0.7% |
| Salesforce Inc | $63.61M | 0.7% |
| Mastercard Inc | $61.72M | 0.7% |
| INTERNATIONAL BUSINESS MACHINES CORP | $61.54M | 0.7% |
| Jefferies Financial Group Inc. | $57.30M | 0.6% |
| EBAY INC | $56.85M | 0.6% |
| Vistra Corp. | $56.36M | 0.6% |
| INVESCO EXCHANGE TRADED FD T | $55.92M | 0.6% |
| COMERICA INCCMA | $55.79M | 0.6% |
| Allison Transmission Holdings Inc | $54.84M | 0.6% |
| NRG Energy Inc | $53.84M | 0.6% |
| JOHNSON & JOHNSON | $53.75M | 0.6% |
| ISHARES TR | $52.57M | 0.6% |
| Alphabet Inc. | $50.82M | 0.6% |
| VANGUARD INDEX FDS | $48.27M | 0.5% |
| RYDER SYSTEM INC | $47.91M | 0.5% |
| QUALCOMM INC/DE | $47.77M | 0.5% |
| AMGEN INC | $46.62M | 0.5% |
| SUNCOR ENERGY INC NEW | $44.39M | 0.5% |
| VANGUARD INDEX FDS | $44.36M | 0.5% |
| VANECK ETF TRUST | $44.22M | 0.5% |
| ORACLE CORP | $43.55M | 0.5% |
| Live Oak Bancshares, Inc. | $43.26M | 0.5% |