New Edge Wealth, LLC Portfolio Holdings
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
New Edge Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.41 Billion distributed in 872 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $277M, Apple Inc. with a value of $250M, Alphabet Inc. with a value of $114M, Spdr S&P 500 ETF Trust with a value of $110M, and Meta Platforms, Inc. with a value of $109M.
Examining the 13F form we can see an increase of $890M in the current position value, from $4.52B to 5.41B.
New Edge Wealth, LLC is based out at Pittsburgh, PA
Below you can find more details about New Edge Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.41 Billion
Technology: $1.28 Billion
ETFs: $1.25 Billion
Financial Services: $657 Million
Consumer Cyclical: $579 Million
Healthcare: $422 Million
Communication Services: $370 Million
Industrials: $322 Million
Energy: $143 Million
Other: $373 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 872
- Current Value $5.41 Billion
- Prior Value $4.52 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 149 stocks
- Additional Purchases 502 stocks
- Sold out of 0 stocks
- Reduced holdings in 166 stocks