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
$108B
$2.16 Million 0.04% of portfolio
72,048
Q2 2025 Reduced 35.61%
$0
$2.26 Million 0.04% of portfolio
55,119
Q2 2025 Added 13.55%
$0
$2.59 Million 0.04% of portfolio
211,665
Q3 2024 Added 0.87%
$74.7B
$2.21 Million 0.04% of portfolio
8,288
Q2 2025 Added 7.87%
$54.7B
$2.54 Million 0.04% of portfolio
140,222
Q2 2025 Reduced 1.83%
$0
$2.43 Million 0.04% of portfolio
27,309
Q2 2025 Added 12.17%
$0
$2.12 Million 0.04% of portfolio
52,252
Q2 2025 Added 0.81%
$0
$2.44 Million 0.04% of portfolio
88,259
Q2 2025 New
$95.8B
$2.51 Million 0.04% of portfolio
9,109
Q2 2025 Added 3.7%
$126B
$2.64 Million 0.04% of portfolio
8,554
Q2 2025 Added 10.69%
$14.5B
$2.15 Million 0.04% of portfolio
38,974
Q2 2025 Added 642.93%
$14.4B
$2.66 Million 0.04% of portfolio
30,928
Q2 2025 Reduced 7.02%
$123B
$2.58 Million 0.04% of portfolio
29,549
Q2 2025 Added 0.57%
$14.4B
$2.47 Million 0.04% of portfolio
42,765
Q2 2025 Added 281.63%
$75.9B
$2.28 Million 0.04% of portfolio
6,396
Q2 2025 Reduced 15.31%
$24.5B
$2.27 Million 0.04% of portfolio
15,264
Q2 2025 Added 0.2%
$96B
$2.47 Million 0.04% of portfolio
35,754
Q2 2025 Added 142.06%
$128B
$2.69 Million 0.04% of portfolio
56,745
Q2 2025 Added 0.3%
$25.9B
$2.21 Million 0.04% of portfolio
29,150
Q2 2025 Reduced 4.66%
$221B
$2.17 Million 0.04% of portfolio
5,582
Q2 2025 Reduced 8.91%
$258B
$2.49 Million 0.04% of portfolio
35,320
Q2 2025 Reduced 5.29%
$42.9B
$2.52 Million 0.04% of portfolio
24,566
Q2 2025 Reduced 0.11%
$0
$2.35 Million 0.04% of portfolio
24,053
Q2 2025 Reduced 42.96%
$0
$2.29 Million 0.04% of portfolio
46,536
Q2 2025 Reduced 2.44%
$150B
$2.5 Million 0.04% of portfolio
70,133
Q2 2025 Reduced 36.82%
$17.8B
$2.64 Million 0.04% of portfolio
76,274
Q2 2025 Added 11.82%
$3.31B
$2.35 Million 0.04% of portfolio
94,324
Q2 2025 Reduced 1.71%
$24.3B
$2.16 Million 0.04% of portfolio
29,998
Q2 2025 Reduced 1.99%
$91B
$2.3 Million 0.04% of portfolio
4,512
Q2 2025 Added 7.74%
$0
$2.15 Million 0.04% of portfolio
15,922
Q2 2025 Reduced 3.0%
$0
$2.55 Million 0.04% of portfolio
63,368
Q2 2025 Reduced 2.38%
$38.4B
$2.57 Million 0.04% of portfolio
1,406
Q2 2025 Reduced 1.68%
$6.03B
$2.16 Million 0.04% of portfolio
7,571
Q2 2025 New
$0
$2.39 Million 0.04% of portfolio
17,968
Q2 2025 Added 9.22%
$0
$2.19 Million 0.04% of portfolio
41,946
Q2 2025 Reduced 8.37%
$3.65B
$2.52 Million 0.04% of portfolio
33,789
Q2 2025 Reduced 1.54%
$36.4B
$2.11 Million 0.04% of portfolio
26,298
Q2 2025 Added 230.25%
$7.2B
$2.14 Million 0.04% of portfolio
2,026
Q2 2025 Reduced 81.0%
$120B
$2.67 Million 0.04% of portfolio
20,090
Q2 2025 Reduced 12.03%
$91.8B
$2.44 Million 0.04% of portfolio
7,371
Q2 2025 Reduced 5.68%
$34.6B
$1.9 Million 0.03% of portfolio
13,160
Q2 2025 Added 3.99%
$53.9B
$2.06 Million 0.03% of portfolio
3,848
Q2 2025 Added 447.37%
$24.4B
$1.66 Million 0.03% of portfolio
69,321
Q2 2025 Added 10.95%
$53.1B
$1.49 Million 0.03% of portfolio
5,957
Q2 2025 Added 12.18%
$216B
$1.67 Million 0.03% of portfolio
13,434
Q2 2025 Reduced 10.92%
$3.15B
$1.94 Million 0.03% of portfolio
43,708
Q2 2025 Reduced 6.86%
$0
$1.84 Million 0.03% of portfolio
30,735
Q2 2025 New
$209B
$1.94 Million 0.03% of portfolio
67,167
Q2 2025 Added 7.2%
$0
$1.89 Million 0.03% of portfolio
7,902
Q2 2025 Reduced 4.66%

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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