New Edge Wealth, LLC Portfolio Holdings
New Edge Wealth, LLC
- $5.35 Billion
- Q1 2025
New Edge Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.35 Billion distributed in 933 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $254M, Apple Inc. with a value of $239M, Nvidia Corp with a value of $122M, Meta Platforms, Inc. with a value of $121M, and Alphabet Inc. with a value of $116M.
Examining the 13F form we can see an decrease of $233M in the current position value, from $5.59B to 5.35B.
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
$5.35 Billion
Technology: $1.2 Billion
ETFs: $1.16 Billion
Financial Services: $723 Million
Consumer Cyclical: $599 Million
Healthcare: $387 Million
Communication Services: $367 Million
Industrials: $335 Million
Energy: $195 Million
Other: $368 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 933
- Current Value $5.35 Billion
- Prior Value $5.59 Billion
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 74 stocks
- Additional Purchases 413 stocks
- Sold out of 0 stocks
- Reduced holdings in 396 stocks