New Edge Wealth, LLC Software—Application

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$261B
$56.3 Million 1.05% of portfolio
209,788
Q1 2025 Reduced 2.12%
$166B
$26.7 Million 0.5% of portfolio
367,071
Q1 2025 Added 5.71%
$196B
$10.1 Million 0.19% of portfolio
12,649
Q1 2025 Reduced 7.09%
$14B
$5.1 Million 0.1% of portfolio
129,550
Q1 2025 Added 5.49%
$94.8B
$4.46 Million 0.08% of portfolio
16,846
Q1 2025 Reduced 9.08%
$127B
$4.32 Million 0.08% of portfolio
45,290
Q1 2025 Reduced 12.79%
$336B
$3.73 Million 0.07% of portfolio
13,879
Q1 2025 Reduced 21.02%
$215B
$3.31 Million 0.06% of portfolio
5,393
Q1 2025 Reduced 48.6%
$4.04B
$2.84 Million 0.05% of portfolio
88,861
Q1 2025 Reduced 10.01%
$45.6B
$2.64 Million 0.05% of portfolio
1,430
Q1 2025 Reduced 12.7%
$1.23B
$1.94 Million 0.04% of portfolio
72,430
Q1 2025 Reduced 3.89%
$30.3B
$1.67 Million 0.03% of portfolio
30,606
Q1 2025 Added 16.71%
$11.6B
$1.62 Million 0.03% of portfolio
9,382
Q1 2025 Reduced 5.86%
$47.9B
$1.39 Million 0.03% of portfolio
5,966
Q1 2025 Reduced 14.18%
$37.1B
$1.28 Million 0.02% of portfolio
12,867
Q1 2025 Added 12.37%
$25.7B
$853,000 0.02% of portfolio
1,494
Q1 2025 Added 3.39%
$15.1B
$839,000 0.02% of portfolio
10,309
Q1 2025 Reduced 5.27%
$67.8B
$647,000 0.01% of portfolio
4,430
Q1 2025 Reduced 24.4%
$8.15B
$569,000 0.01% of portfolio
8,193
Q1 2025 New
$16.7B
$551,000 0.01% of portfolio
121,769
Q1 2025 Reduced 17.45%
$53.1B
$526,000 0.01% of portfolio
2,142
Q1 2025 Reduced 0.19%
$43.7B
$519,000 0.01% of portfolio
3,019
Q1 2025 Added 2.24%
$13.9B
$461,000 0.01% of portfolio
2,114
Q1 2025 Reduced 26.72%
$2.79B
$424,000 0.01% of portfolio
7,624
Q1 2025 Added 20.16%
$23.7B
$414,000 0.01% of portfolio
713
Q1 2025 Added 2.0%
$2.08B
$402,000 0.01% of portfolio
15,517
Q1 2025 Reduced 48.07%
$29.2B
$358,000 0.01% of portfolio
1,134
Q1 2025 Added 0.44%
$623M
$324,000 0.01% of portfolio
61,639
Q1 2025 New
$15.6B
$247,000 0.0% of portfolio
5,246
Q1 2025 Reduced 37.38%
$7.64B
$244,000 0.0% of portfolio
1,549
Q1 2025 Reduced 26.2%
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