New Edge Wealth, LLC Portfolio Holdings

New Edge Wealth, LLC

  • $5.97 Billion
  • Q2 2025

New Edge Wealth, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.97 Billion distributed in 964 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $344M, Apple Inc. with a value of $227M, Nvidia Corp with a value of $178M, Meta Platforms, Inc. with a value of $147M, and Alphabet Inc. with a value of $133M.

Examining the 13F form we can see an increase of $616M in the current position value, from $5.35B to 5.97B.

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 $5.97 Billion
Technology: $1.49 Billion
ETFs: $1.25 Billion
Financial Services: $839 Million
Consumer Cyclical: $593 Million
Communication Services: $407 Million
Healthcare: $399 Million
Industrials: $338 Million
Energy: $169 Million
Other: $454 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.5B
$3.89 Million 0.07% of portfolio
7,280
Q2 2025 Reduced 17.47%
$205B
$4.28 Million 0.07% of portfolio
32,378
Q2 2025 Reduced 8.07%
$114B
$4.09 Million 0.07% of portfolio
14,119
Q2 2025 Added 74.24%
$12.3B
$4.46 Million 0.07% of portfolio
15,318
Q2 2025 Reduced 1.5%
$63.7B
$4.2 Million 0.07% of portfolio
13,111
Q2 2025 Reduced 7.07%
$6.51B
$4.3 Million 0.07% of portfolio
47,664
Q2 2025 Added 1,296.95%
$6.82B
$3.97 Million 0.07% of portfolio
32,137
Q2 2025 Reduced 1.89%
$78.8B
$4.45 Million 0.07% of portfolio
10,583
Q2 2025 Added 88.31%
$126B
$4.38 Million 0.07% of portfolio
48,832
Q2 2025 Reduced 71.18%
$1.77B
$4.1 Million 0.07% of portfolio
379,340
Q1 2025 Reduced 0.2%
$150B
$4.26 Million 0.07% of portfolio
21,588
Q2 2025 Reduced 10.05%
$164B
$4.21 Million 0.07% of portfolio
14,079
Q2 2025 Added 7.1%
$5.27B
$3.85 Million 0.06% of portfolio
287,511
Q2 2025 Added 14.91%
$93.4B
$3.31 Million 0.06% of portfolio
6,604
Q2 2025 Added 10.79%
$15.1B
$3.47 Million 0.06% of portfolio
1,148,027
Q2 2025 Added 45.58%
$7.56B
$3.81 Million 0.06% of portfolio
15,481
Q2 2025 Reduced 7.02%
$6.67B
$3.86 Million 0.06% of portfolio
30,403
Q2 2025 Reduced 1.52%
$34.1B
$3.6 Million 0.06% of portfolio
138,380
Q2 2025 Added 36.44%
$83.8B
$3.3 Million 0.06% of portfolio
17,726
Q2 2025 Reduced 2.41%
$8.45B
$3.57 Million 0.06% of portfolio
50,518
Q2 2025 Added 6.74%
$63.6B
$3.38 Million 0.06% of portfolio
12,651
Q2 2025 Added 9.08%
$308B
$3.42 Million 0.06% of portfolio
25,052
Q2 2025 Reduced 51.69%
$5.45B
$3.37 Million 0.06% of portfolio
46,318
Q2 2025 Reduced 6.97%
$20B
$3.61 Million 0.06% of portfolio
47,494
Q2 2025 New
$42.4B
$3.39 Million 0.06% of portfolio
41,591
Q2 2025 Added 6.78%
$5.81B
$3.53 Million 0.06% of portfolio
21,886
Q2 2025 Reduced 6.96%
$7.83B
$3.4 Million 0.06% of portfolio
12,410
Q2 2025 Added 42.51%
$102B
$3.69 Million 0.06% of portfolio
16,885
Q2 2025 Added 2.39%
$148B
$3.85 Million 0.06% of portfolio
16,542
Q2 2025 Reduced 13.55%
$100B
$3.39 Million 0.06% of portfolio
7,618
Q2 2025 Reduced 18.16%
$48.2B
$3.62 Million 0.06% of portfolio
20,757
Q2 2025 Reduced 1.98%
$140B
$3.75 Million 0.06% of portfolio
10,726
Q2 2025 Reduced 36.33%
$31.7B
$3.81 Million 0.06% of portfolio
31,098
Q2 2025 Reduced 7.09%
$0
$3.05 Million 0.05% of portfolio
295,639
Q2 2025 Added 3.33%
$70.5B
$3.15 Million 0.05% of portfolio
169,741
Q2 2025 Added 4.68%
$3.77B
$2.73 Million 0.05% of portfolio
8,603
Q2 2025 Reduced 6.97%
$5.88B
$2.83 Million 0.05% of portfolio
31,913
Q2 2025 Reduced 2.25%
$4.9B
$3.15 Million 0.05% of portfolio
71,806
Q2 2025 Reduced 19.19%
$94.9B
$2.75 Million 0.05% of portfolio
12,433
Q2 2025 Added 3.96%
$4.4B
$2.82 Million 0.05% of portfolio
45,241
Q2 2025 Reduced 5.43%
$90.8B
$3.01 Million 0.05% of portfolio
6,017
Q2 2025 Added 0.79%
$38.4B
$3.05 Million 0.05% of portfolio
5,565
Q2 2025 Added 2.19%
$120B
$3.13 Million 0.05% of portfolio
53,425
Q2 2025 Added 8.71%
$13.4B
$2.71 Million 0.05% of portfolio
13,747
Q2 2025 Added 46.53%
$5.76B
$2.73 Million 0.05% of portfolio
19,205
Q2 2025 New
$116B
$2.96 Million 0.05% of portfolio
7,723
Q2 2025 Added 8.01%
$29B
$2.85 Million 0.05% of portfolio
139,558
Q2 2025 Reduced 0.94%
$248B
$3.19 Million 0.05% of portfolio
45,638
Q2 2025 Added 18.18%
$56.9B
$2.8 Million 0.05% of portfolio
97,075
Q2 2025 Added 10.17%

Summary

  • Portfolio
  • No. of Stocks 964
  • Current Value $5.97 Billion
  • Prior Value $5.35 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 112 stocks
  • Additional Purchases 442 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 356 stocks
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