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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$27.3 Million 0.51% of portfolio
115,440
Q1 2025 Added 7.12%
$12.8B
$26.9 Million 0.5% of portfolio
502,900
Q1 2025 Added 11.72%
$186B
$26.7 Million 0.5% of portfolio
367,071
Q1 2025 Added 5.71%
$48B
$26.8 Million 0.5% of portfolio
90,068
Q1 2025 Added 0.97%
$0
$26.7 Million 0.5% of portfolio
120,326
Q1 2025 Reduced 12.38%
$0
$25.1 Million 0.47% of portfolio
742,507
Q1 2025 Added 2.46%
$0
$25 Million 0.47% of portfolio
118,450
Q1 2025 Reduced 4.95%
$32.4B
$24.5 Million 0.46% of portfolio
750,818
Q1 2025 Added 3,115.77%
$0
$24.1 Million 0.45% of portfolio
46,812
Q1 2025 Added 44.96%
$281B
$24.2 Million 0.45% of portfolio
46,285
Q1 2025 Reduced 0.43%
$0
$23.9 Million 0.45% of portfolio
315,226
Q1 2025 Added 2.04%
$0
$23.7 Million 0.44% of portfolio
300,459
Q1 2025 Reduced 17.61%
$2.81B
$23 Million 0.43% of portfolio
1,412,939
Q1 2025 Reduced 5.44%
$35.5B
$22.9 Million 0.43% of portfolio
240,028
Q1 2025 New
$0
$23.1 Million 0.43% of portfolio
233,907
Q1 2025 Added 39.59%
$631B
$21.9 Million 0.41% of portfolio
41,046
Q1 2025 Added 1.67%
$8.92B
$21.2 Million 0.4% of portfolio
156,836
Q1 2025 Added 5.47%
$300B
$20.7 Million 0.39% of portfolio
289,697
Q1 2025 Added 6.49%
$0
$21 Million 0.39% of portfolio
81,725
Q1 2025 Added 39.65%
$434B
$20.1 Million 0.38% of portfolio
21,262
Q1 2025 Reduced 2.11%
$0
$19.3 Million 0.36% of portfolio
105,898
Q1 2025 Reduced 23.27%
$0
$19.3 Million 0.36% of portfolio
426,865
Q1 2025 Reduced 0.81%
$14B
$19 Million 0.36% of portfolio
180,801
Q1 2025 Reduced 35.11%
$0
$19.5 Million 0.36% of portfolio
249,470
Q1 2025 Added 35.21%
$19.4B
$18.3 Million 0.34% of portfolio
234,338
Q1 2025 Added 3.3%
$3.66B
$18 Million 0.34% of portfolio
992,440
Q1 2025 Added 16.61%
$120B
$17.8 Million 0.33% of portfolio
169,445
Q1 2025 Added 0.92%
$6.85B
$16.3 Million 0.31% of portfolio
629,453
Q1 2025 Reduced 29.6%
$170B
$16 Million 0.3% of portfolio
110,033
Q1 2025 Reduced 30.76%
$562B
$15.7 Million 0.29% of portfolio
16,816
Q1 2025 Reduced 3.57%
$260B
$14.3 Million 0.27% of portfolio
162,332
Q1 2025 Added 6.66%
$1.66B
$14.3 Million 0.27% of portfolio
349,276
Q1 2025 New
$8B
$14.1 Million 0.26% of portfolio
10,661
Q1 2025 Added 127.31%
$0
$13.8 Million 0.26% of portfolio
299,453
Q1 2025 Reduced 2.7%
$1.11T
$13.8 Million 0.26% of portfolio
88,620
Q1 2025 Reduced 6.01%
$29.6B
$13.1 Million 0.25% of portfolio
40,149
Q1 2025 Reduced 41.64%
$1T
$13.4 Million 0.25% of portfolio
51,763
Q1 2025 Added 11.56%
$145B
$13 Million 0.24% of portfolio
45,945
Q1 2025 Added 0.14%
$0
$12.7 Million 0.24% of portfolio
237,180
Q1 2025 Added 139.48%
$1.55B
$12.8 Million 0.24% of portfolio
728,463
Q1 2025 Added 0.13%
$0
$13 Million 0.24% of portfolio
76,274
Q1 2025 Added 37.01%
$8.45B
$12.4 Million 0.23% of portfolio
176,946
Q1 2025 Reduced 27.08%
$0
$12.5 Million 0.23% of portfolio
118,556
Q1 2025 Reduced 7.01%
$0
$11.7 Million 0.22% of portfolio
101,109
Q1 2025 Reduced 43.35%
$364B
$12 Million 0.22% of portfolio
70,218
Q1 2025 Reduced 2.26%
$1.19T
$11.3 Million 0.21% of portfolio
67,962
Q1 2025 Added 23.66%
$57.1B
$11.3 Million 0.21% of portfolio
66,413
Q1 2025 Added 0.7%
$0
$10.7 Million 0.2% of portfolio
211,911
Q1 2025 Added 63.15%
$0
$10.7 Million 0.2% of portfolio
209,663
Q1 2025 Added 14.67%

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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