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
$1.52B
$2.75 Million 0.05% of portfolio
54,842
Q1 2025 Reduced 3.52%
$0
$2.49 Million 0.05% of portfolio
17,074
Q1 2025 Reduced 17.84%
$89.3B
$2.45 Million 0.05% of portfolio
7,020
Q1 2025 Reduced 52.01%
$39.1B
$2.64 Million 0.05% of portfolio
1,430
Q1 2025 Reduced 12.7%
$59.6B
$2.03 Million 0.04% of portfolio
31,012
Q1 2025 Added 8.66%
$0
$2.22 Million 0.04% of portfolio
44,590
Q1 2025 Added 57.07%
$287B
$2.21 Million 0.04% of portfolio
11,019
Q1 2025 Added 10.61%
$129B
$2.37 Million 0.04% of portfolio
27,321
Q1 2025 Reduced 21.31%
$115B
$2.34 Million 0.04% of portfolio
56,576
Q1 2025 Added 37.29%
$0
$1.89 Million 0.04% of portfolio
51,833
Q1 2025 Reduced 10.6%
$0
$2.22 Million 0.04% of portfolio
47,253
Q1 2025 Added 9.46%
$99.6B
$2.33 Million 0.04% of portfolio
8,784
Q1 2025 Reduced 2.85%
$69.2B
$2.12 Million 0.04% of portfolio
2,598
Q1 2025 Reduced 33.26%
$0
$2.2 Million 0.04% of portfolio
22,504
Q1 2025 Added 11.26%
$0
$2.2 Million 0.04% of portfolio
24,346
Q1 2025 Reduced 3.96%
$173B
$2.04 Million 0.04% of portfolio
4,012
Q1 2025 Added 0.35%
$3.21B
$1.94 Million 0.04% of portfolio
24,146
Q1 2025 Added 91.41%
$52.9B
$2.39 Million 0.04% of portfolio
88,110
Q1 2025 Added 6.53%
$96.9B
$1.93 Million 0.04% of portfolio
32,144
Q1 2025 Added 32.29%
$2.53B
$2.04 Million 0.04% of portfolio
23,280
Q1 2025 Added 6.47%
$17.8B
$2.36 Million 0.04% of portfolio
68,214
Q1 2025 Reduced 34.82%
$0
$2.18 Million 0.04% of portfolio
98,506
Q1 2025 Reduced 7.38%
$26.6B
$2.17 Million 0.04% of portfolio
140,888
Q1 2025 Added 3.7%
$7.21B
$2.26 Million 0.04% of portfolio
9,185
Q1 2025 Reduced 4.81%
$23.4B
$2.18 Million 0.04% of portfolio
30,574
Q1 2025 Reduced 6.03%
$244B
$2.19 Million 0.04% of portfolio
18,735
Q1 2025 Added 4.39%
$0
$2.34 Million 0.04% of portfolio
25,188
Q1 2025 Added 45.7%
$23.8B
$2.25 Million 0.04% of portfolio
15,233
Q1 2025 Added 1.75%
$0
$2.21 Million 0.04% of portfolio
16,451
Q1 2025 Added 2.15%
$129B
$2.29 Million 0.04% of portfolio
19,391
Q1 2025 Added 97.36%
$284B
$2.33 Million 0.04% of portfolio
8,749
Q1 2025 Added 54.82%
$3.33B
$2.35 Million 0.04% of portfolio
95,965
Q1 2025 Reduced 4.32%
$0
$2.34 Million 0.04% of portfolio
47,700
Q1 2025 Reduced 1.08%
$0
$2 Million 0.04% of portfolio
16,415
Q1 2025 Added 4.0%
$214B
$2.02 Million 0.04% of portfolio
6,128
Q1 2025 Reduced 4.43%
$0
$1.98 Million 0.04% of portfolio
281,957
Q1 2025 Reduced 1.68%
$47.3B
$1.9 Million 0.04% of portfolio
14,978
Q1 2025 Reduced 5.96%
$0
$2.32 Million 0.04% of portfolio
64,914
Q1 2025 Reduced 3.06%
$3.83B
$2.28 Million 0.04% of portfolio
41,529
Q1 2025 Added 27.21%
$0
$2.3 Million 0.04% of portfolio
82,144
Q1 2025 Added 0.79%
$16.8B
$2.29 Million 0.04% of portfolio
5,033
Q1 2025 Reduced 8.97%
$0
$2.01 Million 0.04% of portfolio
38,695
Q1 2025 Added 295.05%
$1.27B
$1.94 Million 0.04% of portfolio
72,430
Q1 2025 Reduced 3.89%
$125B
$1.73 Million 0.03% of portfolio
8,558
Q1 2025 Reduced 4.64%
$194B
$1.77 Million 0.03% of portfolio
62,656
Q1 2025 Reduced 15.17%
$0
$1.79 Million 0.03% of portfolio
9,608
Q1 2025 Reduced 5.46%
$175B
$1.52 Million 0.03% of portfolio
33,612
Q1 2025 Reduced 12.42%
$0
$1.85 Million 0.03% of portfolio
18,100
Q1 2025 Reduced 0.52%
$57.5B
$1.63 Million 0.03% of portfolio
3,374
Q1 2025 Reduced 6.49%

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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