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
$23.4B
$1.46 Million 0.02% of portfolio
2,469
Q2 2025 Added 246.28%
$7.02B
$1.16 Million 0.02% of portfolio
8,005
Q2 2025 Added 1.51%
$3.97B
$916,000 0.02% of portfolio
6,733
Q2 2025 New
$34.1B
$1.08 Million 0.02% of portfolio
13,288
Q2 2025 Reduced 3.18%
$152B
$1.45 Million 0.02% of portfolio
13,854
Q2 2025 Reduced 28.55%
$26.8B
$1.15 Million 0.02% of portfolio
33,809
Q2 2025 Added 10.65%
$52.2B
$932,000 0.02% of portfolio
27,582
Q2 2025 Reduced 5.92%
$76.4B
$1 Million 0.02% of portfolio
4,483
Q2 2025 Added 1.2%
$94.8B
$1.2 Million 0.02% of portfolio
3,490
Q2 2025 Reduced 50.28%
$68B
$1.07 Million 0.02% of portfolio
10,151
Q2 2025 Added 12.85%
$59.1B
$1.27 Million 0.02% of portfolio
7,871
Q2 2025 Reduced 7.9%
$5.78B
$1.04 Million 0.02% of portfolio
10,400
Q2 2025 New
$7.83B
$939,000 0.02% of portfolio
28,655
Q2 2025 Added 45.94%
$36.3B
$1.4 Million 0.02% of portfolio
24,216
Q2 2025 Reduced 15.23%
$64.3B
$1.23 Million 0.02% of portfolio
10,302
Q2 2025 Reduced 28.87%
$73.9B
$1.23 Million 0.02% of portfolio
4,991
Q2 2025 Reduced 2.48%
$53.6B
$1.01 Million 0.02% of portfolio
13,077
Q2 2025 Added 23.62%
$45.4B
$1.35 Million 0.02% of portfolio
2,339
Q2 2025 Reduced 4.84%
$8.29B
$1.15 Million 0.02% of portfolio
24,835
Q2 2025 New
$32.9B
$992,000 0.02% of portfolio
15,837
Q2 2025 Reduced 1.79%
$58.6B
$1.29 Million 0.02% of portfolio
9,590
Q2 2025 Added 370.56%
$41.2B
$1.06 Million 0.02% of portfolio
32,118
Q2 2025 Added 4.02%
$129B
$1.43 Million 0.02% of portfolio
11,588
Q2 2025 Reduced 57.59%
$1.87B
$899,000 0.02% of portfolio
27,228
Q2 2025 New
$5.46B
$1 Million 0.02% of portfolio
12,587
Q2 2025 Added 12.43%
$63.8B
$921,000 0.02% of portfolio
9,125
Q2 2025 Reduced 63.99%
$0
$1.02 Million 0.02% of portfolio
93,300
Q2 2025 Reduced 39.87%
$105B
$979,000 0.02% of portfolio
6,123
Q2 2025 Added 0.99%
$186B
$1.46 Million 0.02% of portfolio
33,634
Q2 2025 Added 0.07%
$584M
$1.1 Million 0.02% of portfolio
174,750
Q2 2025 Reduced 2.92%
$4.46B
$991,000 0.02% of portfolio
18,315
Q2 2025 Added 123.54%
$40.2B
$1.17 Million 0.02% of portfolio
4,536
Q2 2025 New
$7.25B
$1.09 Million 0.02% of portfolio
29,852
Q2 2025 Added 104.89%
$86.9B
$1.34 Million 0.02% of portfolio
4,891
Q2 2025 Added 12.39%
$39.6B
$975,000 0.02% of portfolio
2,938
Q2 2025 Reduced 16.06%
$100B
$1.27 Million 0.02% of portfolio
13,801
Q2 2025 New
$0
$1.11 Million 0.02% of portfolio
53,469
Q2 2025 Reduced 45.8%
$96.3B
$1.24 Million 0.02% of portfolio
2,835
Q2 2025 Reduced 1.46%
$18.5B
$1.37 Million 0.02% of portfolio
3,379
Q2 2025 New
$23.2B
$962,000 0.02% of portfolio
1,730
Q2 2025 Added 15.8%
$20.8B
$1.04 Million 0.02% of portfolio
6,282
Q2 2025 Added 3.51%
$81.3B
$1.45 Million 0.02% of portfolio
5,856
Q2 2025 Added 7.45%
$85.4B
$1.17 Million 0.02% of portfolio
12,887
Q2 2025 Added 241.38%
$89.8B
$989,000 0.02% of portfolio
45,226
Q2 2025 Added 7.95%
$100B
$969,000 0.02% of portfolio
20,953
Q2 2025 Reduced 20.98%
$39.5B
$1.08 Million 0.02% of portfolio
4,434
Q2 2025 Added 3.89%
$34.8B
$1.21 Million 0.02% of portfolio
12,090
Q2 2025 Reduced 3.07%
$127B
$1.18 Million 0.02% of portfolio
17,162
Q2 2025 Reduced 19.73%
$8.36B
$1.33 Million 0.02% of portfolio
7,616
Q2 2025 Added 391.67%

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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