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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$110B
$76.2 Million 1.42% of portfolio
545,261
Q1 2025 Reduced 15.42%
$71.5B
$75.5 Million 1.41% of portfolio
19,814
Q1 2025 Reduced 2.25%
$111B
$62 Million 1.16% of portfolio
370,388
Q1 2025 Reduced 13.59%
$131B
$52.6 Million 0.98% of portfolio
77,369
Q1 2025 Reduced 0.96%
$140B
$48.4 Million 0.9% of portfolio
432,241
Q1 2025 Added 6.77%
$41.9B
$39.1 Million 0.73% of portfolio
576,564
Q1 2025 Added 24.91%
$83.3B
$36.4 Million 0.68% of portfolio
378,524
Q1 2025 Reduced 0.7%
$84.5B
$36.3 Million 0.68% of portfolio
247,344
Q1 2025 Added 2.84%
$160B
$36.1 Million 0.67% of portfolio
115,818
Q1 2025 Added 40.9%
$80B
$35.9 Million 0.67% of portfolio
305,598
Q1 2025 Reduced 18.99%
$52.3B
$34.7 Million 0.65% of portfolio
897,009
Q1 2025 Added 4.34%
$176B
$35 Million 0.65% of portfolio
91,171
Q1 2025 Reduced 1.02%
$142B
$31.3 Million 0.59% of portfolio
134,366
Q1 2025 Added 7.21%
$72.2B
$30.6 Million 0.57% of portfolio
238,735
Q1 2025 Added 62.82%
$37.2B
$29.1 Million 0.54% of portfolio
943,757
Q1 2025 Added 6.19%
$70.8B
$28.2 Million 0.53% of portfolio
184,312
Q1 2025 Reduced 3.64%
$145B
$27.3 Million 0.51% of portfolio
115,440
Q1 2025 Added 7.12%
$13B
$26.9 Million 0.5% of portfolio
502,900
Q1 2025 Added 11.72%
$185B
$26.7 Million 0.5% of portfolio
367,071
Q1 2025 Added 5.71%
$47.7B
$26.8 Million 0.5% of portfolio
90,068
Q1 2025 Added 0.97%
$32.2B
$24.5 Million 0.46% of portfolio
750,818
Q1 2025 Added 3,115.77%
$37.2B
$22.9 Million 0.43% of portfolio
240,028
Q1 2025 New
$121B
$22.1 Million 0.41% of portfolio
49,506
Q1 2025 Added 5.45%
$15.1B
$19 Million 0.36% of portfolio
180,801
Q1 2025 Reduced 35.11%
$18.9B
$18.3 Million 0.34% of portfolio
234,338
Q1 2025 Added 3.3%
$119B
$17.8 Million 0.33% of portfolio
169,445
Q1 2025 Added 0.92%
$164B
$16 Million 0.3% of portfolio
110,033
Q1 2025 Reduced 30.76%
$30.6B
$13.1 Million 0.25% of portfolio
40,149
Q1 2025 Reduced 41.64%
$153B
$13 Million 0.24% of portfolio
45,945
Q1 2025 Added 0.14%
$60.4B
$11.3 Million 0.21% of portfolio
66,413
Q1 2025 Added 0.7%
$21B
$10.8 Million 0.2% of portfolio
348,262
Q1 2025 Reduced 17.93%
$146B
$9.8 Million 0.18% of portfolio
80,448
Q1 2025 Reduced 8.39%
$12.3B
$8.94 Million 0.17% of portfolio
130,354
Q1 2025 Reduced 33.08%
$102B
$8.86 Million 0.17% of portfolio
175,684
Q1 2025 Added 9.45%
$192B
$8.64 Million 0.16% of portfolio
17,445
Q1 2025 Added 0.21%
$71.5B
$8.31 Million 0.16% of portfolio
139,070
Q1 2025 Added 42.17%
$86.7B
$8.51 Million 0.16% of portfolio
62,133
Q1 2025 Added 0.17%
$21.4B
$7.89 Million 0.15% of portfolio
14,066
Q1 2025 Added 0.36%
$92.4B
$7.35 Million 0.14% of portfolio
12,092
Q1 2025 Added 0.6%
$64.7B
$6.79 Million 0.13% of portfolio
23,025
Q1 2025 Reduced 13.93%
$19B
$6.89 Million 0.13% of portfolio
96,874
Q1 2025 Added 0.94%
$13.2B
$6.88 Million 0.13% of portfolio
37,690
Q1 2025 Added 18.99%
$94.3B
$6.82 Million 0.13% of portfolio
500,506
Q1 2025 Added 5.06%
$89.6B
$6.61 Million 0.12% of portfolio
15,453
Q1 2025 Added 34.82%
$22.3B
$6.56 Million 0.12% of portfolio
31,901
Q1 2025 Reduced 0.73%
$145B
$6.32 Million 0.12% of portfolio
89,157
Q1 2025 Reduced 23.41%
$75.2B
$6.6 Million 0.12% of portfolio
50,861
Q1 2025 Reduced 1.43%
$144B
$6.46 Million 0.12% of portfolio
23,771
Q1 2025 Reduced 1.69%
$177B
$6.21 Million 0.12% of portfolio
31,933
Q1 2025 Reduced 13.18%

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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