New Edge Wealth, LLC Portfolio Holdings

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

New Edge Wealth, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.58 Billion distributed in 1020 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $369M, Apple Inc. with a value of $297M, Nvidia Corp with a value of $218M, Alphabet Inc. with a value of $193M, and Meta Platforms, Inc. with a value of $154M.

Examining the 13F form we can see an increase of $613M in the current position value, from $5.97B to 6.58B.

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 $6.58 Billion
Technology: $1.71 Billion
ETFs: $1.37 Billion
Financial Services: $923 Million
Consumer Cyclical: $627 Million
Communication Services: $466 Million
Healthcare: $436 Million
Industrials: $342 Million
Energy: $191 Million
Other: $497 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.56B
$60.3 Million 0.92% of portfolio
2,125,640
Q3 2025 Added 4.09%
$7.87B
$47.8 Million 0.73% of portfolio
562,886
Q3 2025 Added 2.89%
$8.26B
$45.9 Million 0.7% of portfolio
243,382
Q3 2025 Added 2.59%
$7.02B
$42.6 Million 0.65% of portfolio
843,376
Q3 2025 Reduced 11.61%
$7.05B
$21.6 Million 0.33% of portfolio
177,206
Q3 2025 Added 5.86%
$2.32B
$15.3 Million 0.23% of portfolio
794,303
Q3 2025 Reduced 25.95%
$3.45B
$9.97 Million 0.15% of portfolio
566,165
Q3 2025 Reduced 37.99%
$6B
$8.36 Million 0.13% of portfolio
121,501
Q3 2025 Reduced 1.9%
$8.19B
$6.1 Million 0.09% of portfolio
129,725
Q3 2025 Reduced 1.93%
$5.27B
$5.08 Million 0.08% of portfolio
379,608
Q3 2025 Added 32.03%
$6.2B
$5.16 Million 0.08% of portfolio
47,890
Q3 2025 Added 0.47%
$9.51B
$4.98 Million 0.08% of portfolio
17,941
Q3 2025 Added 0.34%
$9.59B
$4.4 Million 0.07% of portfolio
14,186
Q3 2025 Reduced 7.39%
$7.09B
$4.9 Million 0.07% of portfolio
29,280
Q3 2025 Added 0.32%
$2.11B
$4.54 Million 0.07% of portfolio
287,261
Q3 2025 Reduced 24.27%
$5.52B
$4.88 Million 0.07% of portfolio
33,983
Q3 2025 Reduced 7.3%
$5.65B
$3.7 Million 0.06% of portfolio
47,082
Q3 2025 Added 1.65%
$7.8B
$4.04 Million 0.06% of portfolio
31,448
Q3 2025 Reduced 1.18%
$7.32B
$3.86 Million 0.06% of portfolio
50,684
Q3 2025 Added 0.33%
$5.75B
$3.38 Million 0.05% of portfolio
31,101
Q3 2025 Reduced 3.22%
$5.3B
$3.02 Million 0.05% of portfolio
28,207
Q3 2025 Reduced 7.22%
$5.68B
$3.55 Million 0.05% of portfolio
21,957
Q3 2025 Added 0.32%
$3.87B
$3.33 Million 0.05% of portfolio
46,669
Q3 2025 Added 3.16%
$7.08B
$3.45 Million 0.05% of portfolio
11,509
Q3 2025 Reduced 7.26%
$5.3B
$3.25 Million 0.05% of portfolio
31,301
Q3 2025 Reduced 1.92%
$3.65B
$2.48 Million 0.04% of portfolio
19,632
Q3 2025 Added 32.47%
$6.49B
$2.54 Million 0.04% of portfolio
5,665
Q3 2025 Reduced 5.33%
$3.1B
$2.35 Million 0.04% of portfolio
94,655
Q3 2025 Added 0.35%
$4.9B
$2.46 Million 0.04% of portfolio
18,256
Q3 2025 Reduced 4.94%
$7.2B
$2.78 Million 0.04% of portfolio
11,264
Q3 2025 New
$2.97B
$2.57 Million 0.04% of portfolio
8,629
Q3 2025 Added 0.3%
$4.52B
$2.55 Million 0.04% of portfolio
20,827
Q3 2025 Added 0.77%
$7.21B
$2.37 Million 0.04% of portfolio
9,631
Q3 2025 Reduced 18.73%
$5.79B
$2.74 Million 0.04% of portfolio
21,283
Q3 2025 Reduced 4.89%
$4.88B
$1.84 Million 0.03% of portfolio
6,822
Q3 2025 Reduced 13.01%
$2.85B
$1.9 Million 0.03% of portfolio
43,843
Q3 2025 Added 0.31%
$2.2B
$2.07 Million 0.03% of portfolio
20,449
Q3 2025 Added 3.47%
$3.58B
$2.23 Million 0.03% of portfolio
32,042
Q3 2025 Reduced 5.17%
$2.72B
$2.01 Million 0.03% of portfolio
21,556
Q3 2025 Reduced 2.23%
$2.87B
$1.98 Million 0.03% of portfolio
30,320
Q3 2025 Added 1.22%
$7.89B
$1.75 Million 0.03% of portfolio
1,877
Q3 2025 Reduced 7.35%
$5.58B
$2.27 Million 0.03% of portfolio
24,308
Q3 2025 Reduced 2.11%
$7.28B
$1.16 Million 0.02% of portfolio
3,670
Q3 2025 Reduced 51.53%
$5.6B
$1.43 Million 0.02% of portfolio
145,700
Q3 2025 New
$3.99B
$1.11 Million 0.02% of portfolio
11,782
Q3 2025 Added 24.93%
$6.67B
$1.04 Million 0.02% of portfolio
8,309
Q3 2025 Added 16.6%
$5.71B
$1.11 Million 0.02% of portfolio
5,902
Q3 2025 Reduced 22.51%
$6.14B
$1.3 Million 0.02% of portfolio
34,008
Q3 2025 Added 22.87%
$5.23B
$1.34 Million 0.02% of portfolio
6,121
Q3 2025 Added 20.07%

Summary

  • Portfolio
  • No. of Stocks 1,020
  • Current Value $6.58 Billion
  • Prior Value $5.97 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 106 stocks
  • Additional Purchases 508 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 306 stocks
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