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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.06 Million 0.09% of portfolio
189,832
Q1 2025 Added 5.39%
$0
$4.9 Million 0.09% of portfolio
9,029
Q1 2025 Reduced 57.31%
$0
$4.32 Million 0.08% of portfolio
46,264
Q1 2025 Reduced 23.1%
$0
$4.16 Million 0.08% of portfolio
27,170
Q1 2025 Reduced 9.26%
$0
$4.38 Million 0.08% of portfolio
76,694
Q1 2025 Reduced 30.26%
$0
$4.4 Million 0.08% of portfolio
125,907
Q1 2025 Reduced 19.64%
$0
$3.49 Million 0.07% of portfolio
42,166
Q1 2025 New
$0
$3.79 Million 0.07% of portfolio
9,032
Q1 2025 Reduced 24.92%
$0
$3.67 Million 0.07% of portfolio
18,406
Q1 2025 Reduced 15.81%
$0
$3.5 Million 0.07% of portfolio
201,222
Q1 2025 Reduced 6.8%
$0
$3.57 Million 0.07% of portfolio
13,415
Q1 2025 Reduced 18.18%
$0
$3.73 Million 0.07% of portfolio
35,280
Q1 2025 Reduced 4.37%
$0
$3.48 Million 0.06% of portfolio
85,547
Q1 2025 Reduced 0.87%
$0
$3.17 Million 0.06% of portfolio
62,700
Q1 2025 Added 0.32%
$0
$3.06 Million 0.06% of portfolio
89,760
Q1 2025 Reduced 12.71%
$0
$3.32 Million 0.06% of portfolio
16,094
Q1 2025 Added 10.92%
$0
$2.97 Million 0.06% of portfolio
95,640
Q1 2025 Reduced 3.5%
$0
$2.41 Million 0.05% of portfolio
45,780
Q1 2025 Added 23.13%
$0
$2.7 Million 0.05% of portfolio
46,107
Q1 2025 Reduced 1.68%
$0
$2.51 Million 0.05% of portfolio
7,911
Q1 2025 Reduced 0.33%
$0
$2.46 Million 0.05% of portfolio
53,483
Q4 2024 Reduced 1.14%
$0
$2.6 Million 0.05% of portfolio
44,067
Q1 2025 Reduced 0.41%
$0
$2.92 Million 0.05% of portfolio
47,081
Q1 2025 Reduced 4.22%
$0
$2.49 Million 0.05% of portfolio
17,074
Q1 2025 Reduced 17.84%
$0
$2.22 Million 0.04% of portfolio
44,590
Q1 2025 Added 57.07%
$0
$1.89 Million 0.04% of portfolio
51,833
Q1 2025 Reduced 10.6%
$0
$2.22 Million 0.04% of portfolio
47,253
Q1 2025 Added 9.46%
$0
$2.2 Million 0.04% of portfolio
22,504
Q1 2025 Added 11.26%
$0
$2.2 Million 0.04% of portfolio
24,346
Q1 2025 Reduced 3.96%
$0
$2.34 Million 0.04% of portfolio
25,188
Q1 2025 Added 45.7%
$0
$2.21 Million 0.04% of portfolio
16,451
Q1 2025 Added 2.15%
$0
$2.34 Million 0.04% of portfolio
47,700
Q1 2025 Reduced 1.08%
$0
$2 Million 0.04% of portfolio
16,415
Q1 2025 Added 4.0%
$0
$2.32 Million 0.04% of portfolio
64,914
Q1 2025 Reduced 3.06%
$0
$2.3 Million 0.04% of portfolio
82,144
Q1 2025 Added 0.79%
$0
$2.01 Million 0.04% of portfolio
38,695
Q1 2025 Added 295.05%
$0
$1.79 Million 0.03% of portfolio
9,608
Q1 2025 Reduced 5.46%
$0
$1.85 Million 0.03% of portfolio
18,100
Q1 2025 Reduced 0.52%
$0
$1.39 Million 0.03% of portfolio
15,250
Q1 2025 Reduced 71.58%
$0
$1.46 Million 0.03% of portfolio
7,404
Q1 2025 Reduced 1.54%
$0
$1.85 Million 0.03% of portfolio
36,988
Q1 2025 Reduced 6.56%
$0
$1.49 Million 0.03% of portfolio
33,521
Q1 2025 Reduced 29.39%
$0
$1.54 Million 0.03% of portfolio
13,266
Q4 2024 Reduced 2.38%
$0
$1.41 Million 0.03% of portfolio
4,599
Q1 2025 Reduced 1.1%
$0
$1.82 Million 0.03% of portfolio
19,399
Q1 2025 Added 15.85%
$0
$1.56 Million 0.03% of portfolio
8,288
Q1 2025 Reduced 42.45%
$0
$1.75 Million 0.03% of portfolio
33,876
Q1 2025 Reduced 59.27%
$0
$1.86 Million 0.03% of portfolio
48,542
Q3 2024 Reduced 2.27%
$0
$1.39 Million 0.03% of portfolio
27,226
Q1 2025 Added 1.51%

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
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