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
$1.64 Million 0.03% of portfolio
38,034
Q1 2025 Added 3.38%
$0
$1.34 Million 0.03% of portfolio
17,508
Q1 2025 Reduced 33.74%
$0
$1.55 Million 0.03% of portfolio
32,546
Q1 2025 Added 0.15%
$0
$1.55 Million 0.03% of portfolio
33,872
Q1 2025 Reduced 12.74%
$0
$1.56 Million 0.03% of portfolio
9,161
Q1 2025 Reduced 4.1%
$0
$1.53 Million 0.03% of portfolio
23,254
Q1 2025 Added 46.22%
$0
$1.55 Million 0.03% of portfolio
16,051
Q1 2024 New
$0
$1.63 Million 0.03% of portfolio
22,210
Q1 2025 Reduced 9.89%
$0
$1.45 Million 0.03% of portfolio
24,943
Q1 2025 Reduced 0.93%
$0
$1.01 Million 0.02% of portfolio
5,860
Q1 2025 Added 4.44%
$0
$915,000 0.02% of portfolio
24,401
Q1 2025 Reduced 60.21%
$0
$1.3 Million 0.02% of portfolio
9,883
Q1 2025 Added 7.11%
$0
$962,000 0.02% of portfolio
5,052
Q1 2025 Added 55.26%
$0
$997,000 0.02% of portfolio
9,917
Q1 2025 Added 198.61%
$0
$1.08 Million 0.02% of portfolio
13,727
Q1 2025 Added 34.5%
$0
$806,000 0.02% of portfolio
6,349
Q1 2025 Added 8.62%
$0
$819,000 0.02% of portfolio
3,887
Q1 2025 Reduced 2.14%
$0
$1 Million 0.02% of portfolio
7,842
Q1 2025 Added 4.14%
$0
$1.06 Million 0.02% of portfolio
13,200
Q1 2025 Reduced 0.66%
$0
$1.06 Million 0.02% of portfolio
21,413
Q1 2025 Added 2.22%
$0
$985,000 0.02% of portfolio
14,083
Q1 2025 Reduced 4.5%
$0
$807,000 0.02% of portfolio
3,209
Q1 2025 Added 0.5%
$0
$804,000 0.02% of portfolio
9,721
Q1 2025 Reduced 2.27%
$0
$1.21 Million 0.02% of portfolio
4,576
Q1 2025 Reduced 3.32%
$0
$1.09 Million 0.02% of portfolio
50,408
Q1 2025 Added 269.72%
$0
$1.09 Million 0.02% of portfolio
9,396
Q1 2025 Added 15.3%
$0
$899,000 0.02% of portfolio
35,940
Q4 2024 Added 300.0%
$0
$1.02 Million 0.02% of portfolio
27,046
Q1 2025 Reduced 25.41%
$0
$898,000 0.02% of portfolio
8,161
Q1 2025 Added 22.52%
$0
$1.03 Million 0.02% of portfolio
5,922
Q1 2025 Added 39.6%
$0
$1.22 Million 0.02% of portfolio
14,423
Q1 2025 Added 4.14%
$0
$991,000 0.02% of portfolio
21,489
Q1 2025 Reduced 0.12%
$0
$1.1 Million 0.02% of portfolio
24,196
Q1 2025 Reduced 0.51%
$0
$1.07 Million 0.02% of portfolio
11,936
Q1 2025 Reduced 41.2%
$0
$1.15 Million 0.02% of portfolio
34,277
Q1 2025 Added 24.88%
$0
$1.27 Million 0.02% of portfolio
5,704
Q1 2025 Reduced 39.65%
$0
$1.09 Million 0.02% of portfolio
24,959
Q1 2025 Reduced 50.4%
$0
$996,000 0.02% of portfolio
15,701
Q1 2024 Added 4.23%
$1.56B
$861,000 0.02% of portfolio
26,500
Q1 2025 New
$0
$1.25 Million 0.02% of portfolio
18,242
Q1 2025 Reduced 23.42%
$0
$863,000 0.02% of portfolio
13,385
Q1 2025 Reduced 14.7%
$0
$1.03 Million 0.02% of portfolio
13,863
Q1 2025 Added 2.93%
$0
$815,000 0.02% of portfolio
8,708
Q1 2025 Added 205.01%
$0
$1.12 Million 0.02% of portfolio
20,130
Q1 2025 Reduced 87.33%
$0
$1.07 Million 0.02% of portfolio
78,259
Q4 2024 Reduced 1.67%
$0
$708,000 0.01% of portfolio
7,349
Q1 2025 Reduced 9.87%
$0
$360,000 0.01% of portfolio
7,384
Q1 2025 Reduced 19.23%
$0
$649,000 0.01% of portfolio
8,180
Q1 2025 Reduced 1.56%
$0
$433,000 0.01% of portfolio
10,353
Q1 2025 New

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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