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
$1.72B
$11.2 Million 0.19% of portfolio
229,639
Q2 2025 Reduced 34.25%
$372B
$11.5 Million 0.19% of portfolio
71,952
Q2 2025 Added 2.47%
$89.4B
$10.8 Million 0.18% of portfolio
199,340
Q2 2025 Added 13.47%
$314B
$10.8 Million 0.18% of portfolio
75,724
Q2 2025 Added 22.93%
$0
$10.9 Million 0.18% of portfolio
175,680
Q2 2025 Added 5.08%
$21.5B
$10.3 Million 0.17% of portfolio
286,678
Q2 2025 Reduced 17.68%
$159B
$10.1 Million 0.17% of portfolio
82,038
Q2 2025 Added 1.98%
$231B
$9.9 Million 0.17% of portfolio
33,896
Q2 2025 Added 3.4%
$33.9B
$10.1 Million 0.17% of portfolio
91,667
Q2 2025 New
$0
$10.3 Million 0.17% of portfolio
175,456
Q2 2025 Added 5.54%
$1.24B
$9.74 Million 0.16% of portfolio
323,809
Q2 2025 Reduced 55.55%
$0
$9.4 Million 0.16% of portfolio
33,065
Q2 2025 Added 1.58%
$295B
$9.61 Million 0.16% of portfolio
11,995
Q2 2025 Added 14.94%
$0
$9.37 Million 0.16% of portfolio
95,404
Q2 2025 Reduced 5.24%
$167B
$9.32 Million 0.16% of portfolio
17,142
Q2 2025 Reduced 1.74%
$81.7B
$9.57 Million 0.16% of portfolio
67,442
Q2 2025 Added 8.54%
$0
$8.74 Million 0.15% of portfolio
95,266
Q2 2025 New
$139B
$8.74 Million 0.15% of portfolio
24,475
Q2 2025 Added 2.96%
$70.5B
$9.03 Million 0.15% of portfolio
143,817
Q2 2025 Added 3.41%
$259B
$9.23 Million 0.15% of portfolio
50,703
Q2 2025 Reduced 17.46%
$72.3B
$8.73 Million 0.15% of portfolio
46,920
Q2 2025 Reduced 7.75%
$284B
$8.62 Million 0.14% of portfolio
124,197
Q2 2025 Added 3.95%
$476B
$8.36 Million 0.14% of portfolio
77,596
Q2 2025 Added 5.43%
$109B
$8.36 Million 0.14% of portfolio
543,906
Q2 2025 Added 8.67%
$97.5B
$8.29 Million 0.14% of portfolio
11,869
Q2 2025 Reduced 1.84%
$0
$8.17 Million 0.14% of portfolio
350,507
Q2 2025 New
$87.2B
$7.96 Million 0.13% of portfolio
16,225
Q2 2025 Added 5.0%
$0
$7.87 Million 0.13% of portfolio
43,302
Q2 2025 Reduced 11.95%
$248B
$7.9 Million 0.13% of portfolio
24,751
Q2 2025 Reduced 2.64%
$14.2B
$8.05 Million 0.13% of portfolio
114,899
Q2 2025 Reduced 11.86%
$110B
$7.7 Million 0.13% of portfolio
25,251
Q2 2025 Added 10.35%
$0
$7.8 Million 0.13% of portfolio
84,826
Q2 2025 Added 4.2%
$0
$7.69 Million 0.13% of portfolio
255,472
Q2 2025 Reduced 0.26%
$254B
$7.93 Million 0.13% of portfolio
11,209
Q2 2025 Added 6.98%
$108B
$7.25 Million 0.12% of portfolio
79,116
Q2 2025 Added 39.77%
$11.9B
$7.4 Million 0.12% of portfolio
41,062
Q2 2025 Added 8.95%
$19.1B
$7.01 Million 0.12% of portfolio
95,389
Q2 2025 Reduced 1.53%
$21.3B
$6.95 Million 0.12% of portfolio
31,195
Q2 2025 Reduced 2.21%
$15.4B
$6.91 Million 0.12% of portfolio
128,105
Q2 2025 Reduced 1.12%
$174B
$7.36 Million 0.12% of portfolio
80,667
Q2 2025 Added 4.92%
$65.2B
$7.3 Million 0.12% of portfolio
25,897
Q2 2025 Added 12.47%
$0
$6.34 Million 0.11% of portfolio
113,026
Q2 2025 Added 5.83%
$142B
$6.75 Million 0.11% of portfolio
97,235
Q2 2025 Added 9.06%
$5.65B
$6.86 Million 0.11% of portfolio
123,853
Q2 2025 Added 213.86%
$0
$6.53 Million 0.11% of portfolio
107,093
Q2 2025 Added 432.01%
$28.4B
$6 Million 0.1% of portfolio
142,743
Q2 2025 Added 129.15%
$0
$6.01 Million 0.1% of portfolio
237,065
Q2 2025 Reduced 0.33%
$168B
$5.74 Million 0.1% of portfolio
49,760
Q2 2025 Added 9.87%
$24.2B
$6.02 Million 0.1% of portfolio
27,217
Q2 2025 Added 12.52%

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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