NewEdge Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Welltower, Inc. | $40.19M | 0.5% |
| LOCKHEED MARTIN CORP | $39.51M | 0.4% |
| EOG RESOURCES INC | $38.15M | 0.4% |
| H&R Block Inc | $36.77M | 0.4% |
| CANADIAN NAT RES LTD | $36.08M | 0.4% |
| Tesla Inc | $35.70M | 0.4% |
| WISDOMTREE TR | $34.30M | 0.4% |
| Warren E. Buffett | $33.77M | 0.4% |
| Host Hotels & Resorts Inc | $33.50M | 0.4% |
| Fortinet Inc | $32.61M | 0.4% |
| VANGUARD INDEX FDS | $32.14M | 0.4% |
| COCA COLA CO | $31.43M | 0.4% |
| APPLIED MATERIALS INC /DE | $31.39M | 0.4% |
| ISHARES TR | $31.38M | 0.4% |
| ISHARES TR | $31.29M | 0.4% |
| ISHARES TR | $29.80M | 0.3% |
| VANGUARD INDEX FDS | $29.46M | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $29.26M | 0.3% |
| CF Industries Holdings Inc | $29.21M | 0.3% |
| Union Pacific Corp | $28.20M | 0.3% |
| ISHARES TR | $27.73M | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $27.27M | 0.3% |
| Accenture plc | $27.20M | 0.3% |
| iShares MSCI UAE ETF | $27.03M | 0.3% |
| ISHARES BITCOIN TRUST ETF | $26.98M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $26.01M | 0.3% |
| VANGUARD MALVERN FDS | $25.72M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $25.45M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $24.74M | 0.3% |
| VANGUARD SPECIALIZED FUNDS | $24.12M | 0.3% |
| ISHARES TR | $23.74M | 0.3% |
| LOWES COMPANIES INC | $23.36M | 0.3% |
| THE GOLDMAN SACHS GROUP, INC. | $21.40M | 0.2% |
| Uber Technologies, Inc | $21.10M | 0.2% |
| INVESCO QQQ TR | $21.05M | 0.2% |
| ANGEL OAK FUNDS TRUST | $21.02M | 0.2% |
| ADOBE INC. | $20.18M | 0.2% |
| Walmart Inc. | $20.11M | 0.2% |
| ANTERO RESOURCES Corp | $20.09M | 0.2% |
| Netflix Inc | $19.94M | 0.2% |
| VANGUARD BD INDEX FDS | $19.84M | 0.2% |
| VANGUARD INDEX FDS | $19.07M | 0.2% |
| ISHARES INC | $18.87M | 0.2% |
| ISHARES TR | $18.57M | 0.2% |
| QUINSTREET, INC | $17.35M | 0.2% |
| TJX Cos Inc/The | $16.43M | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $16.36M | 0.2% |
| Monolithic Power Systems Inc | $16.22M | 0.2% |
| BILL Holdings Inc | $15.78M | 0.2% |
| Intuitive Surgical Inc | $15.62M | 0.2% |