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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$180B
$29.7 Million 0.5% of portfolio
186,648
Q2 2025 Added 2.25%
$42.1B
$28.9 Million 0.48% of portfolio
92,654
Q2 2025 Added 2.87%
$86B
$28.4 Million 0.48% of portfolio
186,438
Q2 2025 Reduced 24.62%
$0
$27.9 Million 0.47% of portfolio
117,804
Q2 2025 Reduced 2.1%
$137B
$27.7 Million 0.46% of portfolio
120,412
Q2 2025 Added 4.31%
$610B
$26.1 Million 0.44% of portfolio
119,407
Q2 2025 Added 202.27%
$298B
$25.6 Million 0.43% of portfolio
362,155
Q2 2025 Added 25.01%
$0
$25.8 Million 0.43% of portfolio
45,450
Q2 2025 Reduced 2.91%
$0
$24.5 Million 0.41% of portfolio
246,991
Q2 2025 Added 5.59%
$119B
$24 Million 0.4% of portfolio
51,845
Q2 2025 Added 4.72%
$0
$23.7 Million 0.4% of portfolio
83,232
Q2 2025 Added 1.84%
$0
$23.7 Million 0.4% of portfolio
512,098
Q2 2025 Added 71.01%
$8.49B
$22.7 Million 0.38% of portfolio
167,389
Q2 2025 Added 6.73%
$0
$22.3 Million 0.37% of portfolio
283,046
Q2 2025 Added 13.46%
$46.4B
$21.8 Million 0.36% of portfolio
90,761
Q2 2025 Added 1,421.3%
$0
$21.7 Million 0.36% of portfolio
438,874
Q2 2025 Added 2.81%
$621B
$21 Million 0.35% of portfolio
43,169
Q2 2025 Added 5.17%
$0
$20.8 Million 0.35% of portfolio
190,715
Q2 2025 Reduced 39.47%
$160B
$20.6 Million 0.35% of portfolio
93,001
Q2 2025 Reduced 30.79%
$138B
$20.6 Million 0.35% of portfolio
112,527
Q2 2025 Added 2.27%
$418B
$20.5 Million 0.34% of portfolio
20,661
Q2 2025 Reduced 2.83%
$0
$20.5 Million 0.34% of portfolio
245,498
Q2 2025 Added 81.53%
$186B
$20.5 Million 0.34% of portfolio
220,159
Q2 2025 Reduced 40.02%
$0
$19.3 Million 0.32% of portfolio
106,093
Q2 2025 Added 0.18%
$3.21B
$19.2 Million 0.32% of portfolio
1,072,695
Q2 2025 Reduced 24.08%
$290B
$18.3 Million 0.31% of portfolio
58,667
Q2 2025 Added 26.75%
$1.2T
$17.4 Million 0.29% of portfolio
76,617
Q2 2025 Added 12.74%
$1.05T
$17.2 Million 0.29% of portfolio
54,065
Q2 2025 Added 4.45%
$0
$17 Million 0.28% of portfolio
340,744
Q2 2025 Added 177.51%
$3.88B
$16.7 Million 0.28% of portfolio
913,020
Q2 2025 Reduced 8.0%
$0
$16.8 Million 0.28% of portfolio
38,262
Q2 2025 Added 31.13%
$1.3T
$15.9 Million 0.27% of portfolio
89,883
Q2 2025 Added 1.43%
$14.1B
$16 Million 0.27% of portfolio
160,315
Q2 2025 Reduced 11.33%
$0
$15.3 Million 0.26% of portfolio
184,176
Q2 2025 Reduced 56.57%
$263B
$14.5 Million 0.24% of portfolio
148,161
Q2 2025 Reduced 8.73%
$0
$14.2 Million 0.24% of portfolio
187,172
Q2 2025 Reduced 40.62%
$29.1B
$13.7 Million 0.23% of portfolio
36,473
Q2 2025 Reduced 9.16%
$185B
$13.5 Million 0.23% of portfolio
13,104
Q2 2025 Added 3.6%
$0
$13.4 Million 0.22% of portfolio
168,096
Q2 2025 Reduced 44.05%
$0
$12.9 Million 0.22% of portfolio
240,881
Q2 2025 Added 1.56%
$0
$12.9 Million 0.22% of portfolio
100,170
Q2 2025 Reduced 0.93%
$0
$13.4 Million 0.22% of portfolio
234,896
Q2 2025 Added 12.04%
$0
$13.4 Million 0.22% of portfolio
73,216
Q2 2025 Reduced 4.01%
$0
$12.8 Million 0.21% of portfolio
251,607
Q2 2025 Added 18.73%
$0
$12.4 Million 0.21% of portfolio
20,028
Q2 2025 Added 41.4%
$57B
$12.8 Million 0.21% of portfolio
62,332
Q2 2025 Reduced 6.14%
$145B
$12.1 Million 0.2% of portfolio
45,459
Q2 2025 Reduced 1.06%
$0
$11.7 Million 0.2% of portfolio
112,219
Q2 2025 Reduced 5.35%
$0
$11.9 Million 0.2% of portfolio
21,604
Q2 2025 Added 19.45%

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
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