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
$45.2B
$1.39 Million 0.03% of portfolio
5,966
Q1 2025 Reduced 14.18%
$0
$1.39 Million 0.03% of portfolio
15,250
Q1 2025 Reduced 71.58%
$0
$1.46 Million 0.03% of portfolio
7,404
Q1 2025 Reduced 1.54%
$75.4B
$1.75 Million 0.03% of portfolio
7,683
Q1 2025 Added 7.91%
$4.3B
$1.74 Million 0.03% of portfolio
15,862
Q1 2025 Reduced 4.12%
$7.79B
$1.7 Million 0.03% of portfolio
14,907
Q1 2025 Added 19.07%
$122B
$1.84 Million 0.03% of portfolio
33,224
Q1 2025 Added 1.3%
$3.16B
$1.83 Million 0.03% of portfolio
46,926
Q1 2025 Reduced 4.35%
$0
$1.85 Million 0.03% of portfolio
36,988
Q1 2025 Reduced 6.56%
$55.3B
$1.77 Million 0.03% of portfolio
14,822
Q1 2025 Added 1.01%
$37.3B
$1.69 Million 0.03% of portfolio
38,745
Q1 2025 Added 3.59%
$0
$1.49 Million 0.03% of portfolio
33,521
Q1 2025 Reduced 29.39%
$0
$1.54 Million 0.03% of portfolio
13,266
Q4 2024 Reduced 2.38%
$0
$1.41 Million 0.03% of portfolio
4,599
Q1 2025 Reduced 1.1%
$785M
$1.65 Million 0.03% of portfolio
67,274
Q1 2025 Reduced 5.56%
$153B
$1.78 Million 0.03% of portfolio
3,782
Q1 2025 Reduced 46.73%
$102B
$1.48 Million 0.03% of portfolio
4,188
Q1 2025 Reduced 2.29%
$0
$1.82 Million 0.03% of portfolio
19,399
Q1 2025 Added 15.85%
$0
$1.71 Million 0.03% of portfolio
121,408
Q1 2025 Added 14.2%
$0
$1.56 Million 0.03% of portfolio
8,288
Q1 2025 Reduced 42.45%
$0
$1.75 Million 0.03% of portfolio
33,876
Q1 2025 Reduced 59.27%
$8.6B
$1.66 Million 0.03% of portfolio
24,762
Q1 2025 Added 65.17%
$79.1B
$1.35 Million 0.03% of portfolio
5,450
Q1 2025 Added 9.04%
$0
$1.86 Million 0.03% of portfolio
48,542
Q3 2024 Reduced 2.27%
$0
$1.74 Million 0.03% of portfolio
155,170
Q1 2025 Added 42.03%
$75.8B
$1.58 Million 0.03% of portfolio
33,621
Q1 2025 Reduced 19.08%
$39.1B
$1.81 Million 0.03% of portfolio
9,022
Q1 2025 Reduced 6.13%
$36.3B
$1.66 Million 0.03% of portfolio
28,567
Q1 2025 Reduced 5.76%
$45.6B
$1.39 Million 0.03% of portfolio
2,458
Q1 2025 Reduced 17.38%
$0
$1.39 Million 0.03% of portfolio
27,226
Q1 2025 Added 1.51%
$12.3B
$1.62 Million 0.03% of portfolio
9,382
Q1 2025 Reduced 5.86%
$0
$1.64 Million 0.03% of portfolio
38,034
Q1 2025 Added 3.38%
$887M
$1.55 Million 0.03% of portfolio
91,795
Q1 2025 Reduced 27.64%
$101B
$1.62 Million 0.03% of portfolio
26,515
Q1 2025 Added 0.27%
$85.3B
$1.8 Million 0.03% of portfolio
17,501
Q1 2025 Added 21.92%
$0
$1.34 Million 0.03% of portfolio
17,508
Q1 2025 Reduced 33.74%
$33.5B
$1.67 Million 0.03% of portfolio
30,606
Q1 2025 Added 16.71%
$139B
$1.84 Million 0.03% of portfolio
3,348
Q1 2025 Added 14.31%
$62.1B
$1.79 Million 0.03% of portfolio
14,484
Q1 2025 Reduced 4.7%
$169B
$1.4 Million 0.03% of portfolio
19,726
Q1 2025 Added 8.87%
$0
$1.55 Million 0.03% of portfolio
32,546
Q1 2025 Added 0.15%
$0
$1.55 Million 0.03% of portfolio
33,872
Q1 2025 Reduced 12.74%
$0
$1.75 Million 0.03% of portfolio
98,649
Q1 2025 Reduced 6.04%
$36.5B
$1.36 Million 0.03% of portfolio
13,724
Q1 2025 Added 5.64%
$0
$1.56 Million 0.03% of portfolio
9,161
Q1 2025 Reduced 4.1%
$21.3B
$1.59 Million 0.03% of portfolio
62,479
Q1 2025 Added 1.17%
$63.7B
$1.38 Million 0.03% of portfolio
48,257
Q1 2025 Added 44.92%
$143B
$1.66 Million 0.03% of portfolio
248,026
Q1 2025 Reduced 11.94%
$39.1B
$1.55 Million 0.03% of portfolio
12,554
Q1 2025 Added 44.0%

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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