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 ETFs Only
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