NewEdge Wealth
Latest statistics and disclosures from NewEdge Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, SPY, GOOGL, META, and represent 15.53% of NewEdge Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$31M), GPK (+$30M), AAPL (+$30M), MSFT (+$26M), FTNT (+$22M), LULU (+$20M), ADBE (+$20M), EBAY (+$20M), VRSK (+$19M), GPN (+$15M).
- Started 123 new stock positions in APP, Ge Vernova, HSY, FIIG, BF.A, DHI, DOW, CMI, URA, SHYG.
- Reduced shares in these 10 stocks: Fortinet (-$18M), EDR (-$18M), , LIN (-$14M), KWEB (-$13M), HON (-$12M), MS (-$11M), JPST (-$9.6M), BND (-$9.5M), ALSN (-$9.2M).
- Sold out of its positions in BFK, MYI, BE, NET, Cooper Companies, EH, EDR, EQNR, EVER, EXEL.
- NewEdge Wealth was a net buyer of stock by $427M.
- NewEdge Wealth has $4.5B in assets under management (AUM), dropping by 14.64%.
- Central Index Key (CIK): 0001861796
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Portfolio Holdings for NewEdge Wealth
NewEdge Wealth holds 801 positions in its portfolio as reported in the March 2024 quarterly 13F filing
NewEdge Wealth has 801 total positions. Only the first 250 positions are shown.
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- Download the NewEdge Wealth March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.2 | $236M | +12% | 592k | 397.84 |
|
| Apple (AAPL) | 3.8 | $170M | +21% | 980k | 173.03 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $108M | +40% | 215k | 505.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $103M | +14% | 618k | 166.62 |
|
| Meta Platforms Cl A (META) | 1.8 | $80M | +14% | 182k | 441.68 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.7 | $74M | -2% | 624k | 118.99 |
|
| Broadcom (AVGO) | 1.4 | $63M | +8% | 51k | 1238.58 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $57M | +11% | 296k | 191.66 |
|
| AutoZone (AZO) | 1.2 | $55M | +7% | 19k | 2962.14 |
|
| Adobe Systems Incorporated (ADBE) | 1.2 | $54M | +60% | 113k | 476.57 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $50M | -13% | 67k | 755.91 |
|
| Wells Fargo & Company (WFC) | 1.1 | $50M | +10% | 840k | 59.83 |
|
| Safehold (SAFE) | 1.1 | $50M | 2.7M | 18.66 |
|
|
| Kla Corp Com New (KLAC) | 1.1 | $48M | -14% | 71k | 682.05 |
|
| QuinStreet (QNST) | 1.1 | $48M | -2% | 2.5M | 18.74 |
|
| Home Depot (HD) | 1.0 | $47M | +15% | 140k | 335.53 |
|
| H&R Block (HRB) | 1.0 | $45M | -16% | 944k | 48.03 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.0 | $43M | +11% | 1.1M | 38.24 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $41M | -14% | 529k | 78.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $41M | +9% | 93k | 441.10 |
|
| Amazon (AMZN) | 0.9 | $41M | +21% | 220k | 184.72 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $40M | -6% | 255k | 156.85 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $39M | -9% | 120k | 325.64 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $39M | 162k | 239.64 |
|
|
| Visa Com Cl A (V) | 0.9 | $38M | +12% | 143k | 267.61 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.8 | $37M | +5% | 505k | 73.16 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.8 | $35M | -5% | 454k | 76.71 |
|
| Novartis Sponsored Adr (NVS) | 0.8 | $35M | +9% | 355k | 97.34 |
|
| Regeneron Pharmaceuticals (REGN) | 0.8 | $34M | +10% | 36k | 937.60 |
|
| Ashland (ASH) | 0.7 | $34M | +11% | 351k | 95.79 |
|
| Lam Research Corporation (LRCX) | 0.7 | $34M | +12% | 38k | 883.68 |
|
| MGIC Investment (MTG) | 0.7 | $32M | +7% | 1.5M | 20.51 |
|
| Graphic Packaging Holding Company (GPK) | 0.7 | $30M | NEW | 1.1M | 26.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $30M | 140k | 216.79 |
|
|
| O'reilly Automotive (ORLY) | 0.7 | $30M | -13% | 30k | 1006.25 |
|
| Allison Transmission Hldngs I (ALSN) | 0.7 | $30M | -23% | 397k | 74.66 |
|
| Applied Materials (AMAT) | 0.6 | $29M | +10% | 147k | 197.91 |
|
| Canadian Natural Resources (CNQ) | 0.6 | $29M | -16% | 380k | 74.86 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.6 | $28M | +50% | 559k | 49.62 |
|
| Vistra Energy (VST) | 0.6 | $27M | +8% | 343k | 79.87 |
|
| Lowe's Companies (LOW) | 0.6 | $27M | +12% | 117k | 229.58 |
|
| Eagle Materials (EXP) | 0.6 | $26M | +11% | 100k | 256.93 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $25M | -2% | 119k | 212.03 |
|
| Gilead Sciences (GILD) | 0.5 | $25M | +11% | 377k | 65.33 |
|
| Cadence Design Systems (CDNS) | 0.5 | $25M | +12% | 89k | 276.44 |
|
| Suncor Energy (SU) | 0.5 | $24M | +5% | 623k | 38.05 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $23M | 92k | 250.56 |
|
|
| Charles Schwab Corporation (SCHW) | 0.5 | $23M | +6% | 302k | 75.33 |
|
| Comerica Incorporated (CMA) | 0.5 | $22M | +137% | 429k | 51.87 |
|
| Sentinelone Cl A (S) | 0.5 | $22M | +71% | 1.0M | 21.50 |
|
| Fortinet (FTNT) | 0.5 | $22M | NEW | 338k | 65.20 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.5 | $22M | +15% | 475k | 46.31 |
|
| Ryder System (R) | 0.5 | $22M | +8% | 173k | 124.71 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $22M | +31% | 25k | 858.18 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $21M | 122k | 175.22 |
|
|
| UnitedHealth (UNH) | 0.5 | $21M | 43k | 492.98 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $21M | +5% | 286k | 72.65 |
|
| Lululemon Athletica (LULU) | 0.5 | $21M | +12034% | 59k | 350.80 |
|
| salesforce (CRM) | 0.5 | $21M | -3% | 75k | 272.13 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $20M | -10% | 464k | 43.25 |
|
| Powerschool Holdings Com Cl A (PWSC) | 0.4 | $20M | +21% | 1.2M | 16.89 |
|
| eBay (EBAY) | 0.4 | $20M | NEW | 400k | 49.39 |
|
| Union Pacific Corporation (UNP) | 0.4 | $20M | +9% | 83k | 237.69 |
|
| Verisk Analytics (VRSK) | 0.4 | $20M | +6036% | 83k | 233.76 |
|
| Amgen (AMGN) | 0.4 | $19M | +11% | 68k | 278.39 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.4 | $19M | +6% | 679k | 27.62 |
|
| McDonald's Corporation (MCD) | 0.4 | $19M | -15% | 68k | 273.28 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $18M | -2% | 232k | 78.80 |
|
| Jefferies Finl Group (JEF) | 0.4 | $18M | +12% | 400k | 43.91 |
|
| Johnson & Johnson (JNJ) | 0.4 | $18M | +10% | 117k | 149.92 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $17M | +2% | 159k | 107.64 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $17M | +7% | 37k | 463.20 |
|
| Okta Cl A (OKTA) | 0.4 | $17M | -3% | 176k | 95.48 |
|
| Fastenal Company (FAST) | 0.4 | $17M | +281% | 245k | 68.09 |
|
| Discover Financial Services (DFS) | 0.4 | $16M | -21% | 131k | 124.51 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.4 | $16M | +29% | 328k | 49.32 |
|
| EOG Resources (EOG) | 0.4 | $16M | +5% | 122k | 131.80 |
|
| Pinterest Cl A (PINS) | 0.4 | $16M | -30% | 390k | 40.50 |
|
| Lpl Financial Holdings (LPLA) | 0.3 | $15M | +2% | 57k | 269.47 |
|
| Global Payments (GPN) | 0.3 | $15M | NEW | 139k | 110.54 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $15M | +1573% | 154k | 96.08 |
|
| Penn National Gaming (PENN) | 0.3 | $15M | NEW | 983k | 15.00 |
|
| Deckers Outdoor Corporation (DECK) | 0.3 | $14M | +5201% | 17k | 832.63 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $14M | +13% | 329k | 43.70 |
|
| Coca-Cola Company (KO) | 0.3 | $14M | +7% | 231k | 61.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $14M | +24% | 84k | 168.46 |
|
| ConocoPhillips (COP) | 0.3 | $14M | +16% | 115k | 122.25 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $14M | +13% | 35k | 400.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $14M | +53% | 29k | 464.22 |
|
| Uber Technologies (UBER) | 0.3 | $14M | -30% | 197k | 68.57 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $13M | 57k | 231.94 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $13M | +5% | 40k | 333.20 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $13M | +44% | 33k | 400.60 |
|
| Verisign (VRSN) | 0.3 | $13M | +5% | 77k | 168.34 |
|
| CF Industries Holdings (CF) | 0.3 | $13M | NEW | 174k | 73.87 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $13M | +140% | 220k | 57.41 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $13M | +13% | 325k | 38.36 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.3 | $12M | +11% | 449k | 26.40 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $12M | +62% | 154k | 76.05 |
|
| Brown Forman Corp CL B (BF.B) | 0.3 | $12M | NEW | 245k | 47.49 |
|
| Berry Plastics (BERY) | 0.3 | $12M | 198k | 58.38 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $11M | 140k | 80.76 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $11M | +9% | 15k | 732.43 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $11M | +247% | 104k | 106.36 |
|
| Procter & Gamble Company (PG) | 0.2 | $11M | -6% | 66k | 163.84 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $11M | 213k | 49.11 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $11M | +53% | 263k | 39.84 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $10M | -5% | 46k | 225.75 |
|
| Merck & Co (MRK) | 0.2 | $10M | +10% | 79k | 128.26 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $9.9M | +7% | 50k | 197.06 |
|
| Biohaven (BHVN) | 0.2 | $9.7M | 244k | 39.90 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $9.4M | +6% | 67k | 140.48 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $9.4M | +16% | 11k | 870.31 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $9.2M | +5% | 19k | 496.06 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $9.1M | -9% | 85k | 106.33 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $9.0M | +11% | 57k | 157.37 |
|
| Eaton Corp SHS (ETN) | 0.2 | $8.8M | +11% | 28k | 315.27 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $8.6M | +3% | 107k | 80.20 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $8.5M | 14.00 | 606413.43 |
|
|
| Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.2 | $8.3M | +7% | 326k | 25.61 |
|
| Chevron Corporation (CVX) | 0.2 | $8.0M | +4% | 50k | 160.73 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $8.0M | -62% | 264k | 30.17 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $7.9M | +262% | 143k | 55.69 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $7.9M | +158% | 142k | 55.96 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $7.9M | -6% | 252k | 31.19 |
|
| Sonos (SONO) | 0.2 | $7.4M | 435k | 16.94 |
|
|
| Servicenow (NOW) | 0.2 | $7.3M | +4% | 11k | 695.72 |
|
| Emcor (EME) | 0.2 | $7.2M | -23% | 20k | 356.30 |
|
| Abbvie (ABBV) | 0.2 | $7.1M | -4% | 44k | 160.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $6.6M | +52% | 13k | 507.46 |
|
| TJX Companies (TJX) | 0.1 | $6.3M | +8% | 66k | 94.91 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $6.2M | 65k | 95.70 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $6.2M | +5% | 82k | 74.93 |
|
| Cisco Systems (CSCO) | 0.1 | $6.1M | +7% | 131k | 46.79 |
|
| Manchester Utd Ord Cl A (MANU) | 0.1 | $6.1M | +123% | 387k | 15.81 |
|
| Netflix (NFLX) | 0.1 | $6.1M | +35% | 11k | 565.15 |
|
| Tesla Motors (TSLA) | 0.1 | $6.1M | -15% | 34k | 180.01 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $6.0M | +38% | 145k | 41.21 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $5.9M | +10% | 114k | 51.74 |
|
| Intuit (INTU) | 0.1 | $5.9M | -10% | 9.6k | 614.01 |
|
| Wal-Mart Stores (WMT) | 0.1 | $5.9M | +226% | 99k | 59.71 |
|
| Simpson Manufacturing (SSD) | 0.1 | $5.9M | 33k | 178.21 |
|
|
| Lennox International (LII) | 0.1 | $5.8M | +20% | 13k | 455.79 |
|
| Qualcomm (QCOM) | 0.1 | $5.7M | +53% | 32k | 180.10 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.7M | +189% | 35k | 161.64 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $5.7M | -62% | 113k | 50.25 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.6M | +11% | 42k | 136.23 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $5.6M | +47% | 13k | 426.88 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $5.6M | +17% | 62k | 90.16 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $5.6M | -19% | 47k | 119.74 |
|
| Cooper Cos (COO) | 0.1 | $5.5M | NEW | 62k | 89.75 |
|
| Apollo Global Mgmt (APO) | 0.1 | $5.5M | +91% | 49k | 112.07 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $5.4M | -12% | 90k | 59.60 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $5.3M | -2% | 14k | 377.65 |
|
| FTI Consulting (FCN) | 0.1 | $5.3M | 25k | 215.25 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.3M | 30k | 175.80 |
|
|
| Philip Morris International (PM) | 0.1 | $5.2M | +5% | 54k | 97.31 |
|
| Nordson Corporation (NDSN) | 0.1 | $5.2M | +14% | 20k | 262.80 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $5.1M | +42% | 41k | 124.02 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $5.1M | -61% | 89k | 57.65 |
|
| Aspen Technology (AZPN) | 0.1 | $5.1M | +6% | 25k | 201.37 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $5.1M | 238k | 21.28 |
|
|
| Pool Corporation (POOL) | 0.1 | $5.0M | +10% | 14k | 360.10 |
|
| Air Products & Chemicals (APD) | 0.1 | $5.0M | +20% | 20k | 243.70 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $4.9M | +395% | 95k | 51.90 |
|
| Watsco, Incorporated (WSO) | 0.1 | $4.9M | +10% | 11k | 456.08 |
|
| Cintas Corporation (CTAS) | 0.1 | $4.9M | +93% | 7.4k | 662.25 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $4.9M | +4% | 205k | 23.72 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.1 | $4.8M | NEW | 162k | 29.84 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $4.8M | +8% | 30k | 162.51 |
|
| Pepsi (PEP) | 0.1 | $4.8M | +17% | 27k | 175.45 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $4.8M | +87% | 9.0k | 530.67 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $4.7M | +18% | 84k | 56.03 |
|
| Progressive Corporation (PGR) | 0.1 | $4.7M | +47% | 22k | 209.03 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $4.6M | +36% | 44k | 104.51 |
|
| Charles River Laboratories (CRL) | 0.1 | $4.6M | +10% | 20k | 229.89 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $4.6M | -3% | 40k | 116.24 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $4.5M | +12% | 57k | 79.01 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $4.5M | +10% | 15k | 304.46 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.5M | +11% | 64k | 70.50 |
|
| Dex (DXCM) | 0.1 | $4.4M | -7% | 35k | 126.65 |
|
| Primerica (PRI) | 0.1 | $4.4M | 20k | 219.34 |
|
|
| Teradyne (TER) | 0.1 | $4.4M | +10% | 38k | 117.39 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $4.4M | -56% | 47k | 92.56 |
|
| Zoetis Cl A (ZTS) | 0.1 | $4.3M | +9% | 26k | 167.23 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $4.3M | NEW | 81k | 52.86 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $4.3M | +13% | 411k | 10.42 |
|
| Nextera Energy (NEE) | 0.1 | $4.3M | 62k | 68.85 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $4.2M | +9% | 35k | 119.80 |
|
| American Express Company (AXP) | 0.1 | $4.2M | +8% | 18k | 232.49 |
|
| United Parcel Service CL B (UPS) | 0.1 | $4.1M | -3% | 28k | 147.22 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $4.1M | +11% | 13k | 312.71 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $4.0M | +13% | 38k | 105.66 |
|
| BlackRock (BLK) | 0.1 | $4.0M | +2% | 5.3k | 757.06 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $4.0M | +10% | 16k | 254.26 |
|
| Danaher Corporation (DHR) | 0.1 | $4.0M | -13% | 16k | 246.84 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $4.0M | 17k | 240.23 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.0M | -50% | 13k | 300.33 |
|
| Equifax (EFX) | 0.1 | $3.9M | +10% | 18k | 224.50 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $3.9M | +12% | 52k | 74.72 |
|
| Palo Alto Networks (PANW) | 0.1 | $3.9M | +15% | 13k | 295.32 |
|
| Rollins (ROL) | 0.1 | $3.9M | +9% | 86k | 44.74 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $3.8M | +31% | 39k | 98.95 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $3.8M | +32% | 68k | 55.58 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $3.7M | +11% | 118k | 31.63 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $3.7M | 210k | 17.83 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.7M | +9% | 29k | 128.09 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.7M | -13% | 69k | 52.97 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $3.7M | +18% | 107k | 34.36 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $3.6M | -7% | 45k | 80.33 |
|
| Pennantpark Floating Rate Capi (PFLT) | 0.1 | $3.6M | +3% | 319k | 11.30 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $3.5M | NEW | 27k | 132.06 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $3.5M | +11% | 6.2k | 571.22 |
|
| Advanced Micro Devices (AMD) | 0.1 | $3.5M | +555% | 24k | 146.16 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.5M | -26% | 18k | 199.91 |
|
| BP Sponsored Adr (BP) | 0.1 | $3.5M | +14% | 90k | 38.67 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.4M | 93k | 36.88 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $3.4M | -2% | 32k | 105.92 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.4M | +512% | 59k | 57.92 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $3.4M | +10% | 43k | 79.71 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $3.4M | 63k | 53.72 |
|
|
| Fair Isaac Corporation (FICO) | 0.1 | $3.4M | +16% | 2.9k | 1165.35 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $3.3M | 17k | 199.36 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $3.3M | NEW | 66k | 50.88 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $3.3M | +9% | 27k | 122.26 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.3M | +8% | 18k | 182.78 |
|
| Saia (SAIA) | 0.1 | $3.3M | +8% | 8.1k | 405.95 |
|
| Synopsys (SNPS) | 0.1 | $3.2M | -4% | 6.2k | 523.38 |
|
| Norfolk Southern (NSC) | 0.1 | $3.2M | +9% | 14k | 233.80 |
|
| Acushnet Holdings Corp (GOLF) | 0.1 | $3.2M | -11% | 52k | 61.86 |
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $3.2M | 16k | 203.36 |
|
|
| Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $3.2M | 100k | 31.92 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $3.2M | 55k | 58.13 |
|
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $3.2M | +6% | 62k | 51.51 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $3.1M | -11% | 44k | 72.03 |
|
| Cme (CME) | 0.1 | $3.1M | +54% | 15k | 207.48 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $3.1M | 64k | 48.78 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $3.1M | +11% | 52k | 59.86 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $3.1M | +9% | 13k | 245.51 |
|
| Chemed Corp Com Stk (CHE) | 0.1 | $3.1M | +11% | 5.5k | 559.65 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $3.1M | +10% | 8.0k | 385.58 |
|
| Biogen Idec (BIIB) | 0.1 | $3.1M | +949% | 15k | 213.51 |
|
| Paychex (PAYX) | 0.1 | $3.1M | +9% | 26k | 118.45 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $3.1M | NEW | 35k | 88.94 |
|
| Martin Marietta Materials (MLM) | 0.1 | $3.1M | 5.2k | 590.00 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $3.0M | +10% | 29k | 104.27 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $3.0M | 11k | 269.63 |
|
|
| Siteone Landscape Supply (SITE) | 0.1 | $3.0M | +11% | 20k | 150.36 |
|
| Landstar System (LSTR) | 0.1 | $3.0M | 17k | 177.00 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $3.0M | +90% | 57k | 52.02 |
|
Past Filings by NewEdge Wealth
SEC 13F filings are viewable for NewEdge Wealth going back to 2021
- NewEdge Wealth 2024 Q1 filed May 6, 2024
- NewEdge Wealth 2023 Q4 filed Jan. 29, 2024
- NewEdge Wealth 2023 Q3 filed Nov. 8, 2023
- NewEdge Wealth 2023 Q2 filed Aug. 9, 2023
- NewEdge Wealth 2023 Q1 filed May 8, 2023
- NewEdge Wealth 2022 Q4 filed Feb. 14, 2023
- NewEdge Wealth 2022 Q3 filed Nov. 14, 2022
- NewEdge Wealth 2022 Q2 filed Aug. 9, 2022
- NewEdge Wealth 2022 Q1 filed May 10, 2022
- NewEdge Wealth 2021 Q4 filed Jan. 31, 2022
- NewEdge Wealth 2021 Q3 filed Nov. 12, 2021
- NewEdge Wealth 2021 Q2 filed Aug. 11, 2021
- NewEdge Wealth 2020 Q4 filed May 13, 2021
- NewEdge Wealth 2021 Q1 filed May 13, 2021