NewEdge Wealth, LLC 13F Holdings

CIK 0001861796 · STAMFORD, CT

As of Sep 30, 2025, NewEdge Wealth, LLC reported 1,020 positions worth $5.9B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology711,837$361.0M6.14%
APPLE INCAAPLTechnology1,167,152$315.3M5.36%
NVIDIA CORPNVDATechnology1,169,815$228.4M3.88%
ALPHABET INCGOOGLEquity793,916$225.7M3.84%
BROADCOM INCAVGOTechnology394,708 41.7M2.41%
JPMORGAN CHASE & COJPMFinancial Services450,230 40.3M2.39%
SPDR S&P 500 ETF TRUSTSPY—199,452 35.1M2.30%
AMAZON.COM INCAMZNEquity539,721 35.0M2.30%
META PLATFORMS INCMETACommunication Services209,498 33.2M2.27%
BLACKSTONE INCBXFinancial Services676,733$97.7M1.66%
WELLS FARGO & COMPANYWFCFinancial Services982,921$85.5M1.45%
GILEAD SCIENCES INCGILDHealthcare619,690$76.0M1.29%
AUTOZONE INCAZOConsumer Cyclical20,348$74.5M1.27%
HOME DEPOT INCHDConsumer Cyclical197,401$73.8M1.25%
LAM RESEARCH CORPLRCXTechnology440,001$72.6M1.23%
KLA CORPKLACTechnology54,193$66.5M1.13%
ABBVIE INCABBVEquity304,522$66.0M1.12%
VISTRA CORPVSTUtilities338,167$64.0M1.09%
NOVARTIS AG-SPONSORED ADRNVSNHealthcare486,464$61.1M1.04%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology198,269$60.8M1.03%
VISA INC-CLASS A SHARESVFinancial Services178,251$60.6M1.03%
MGIC INVESTMENT CORPMTGFinancial Services2,125,640$59.7M1.01%
NRG ENERGY INCNRGUtilities334,959$58.0M0.99%
SALESFORCE INCCRMTechnology223,603$56.5M0.96%
ISHARES RUSSELL 1000 GROWTH ETFIWF—115,089$55.2M0.94%