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
$9.76B
$1.59 Million 0.03% of portfolio
22,984
Q2 2025 Reduced 7.18%
$0
$2.04 Million 0.03% of portfolio
85,655
Q2 2025 Added 69.92%
$2.68B
$2.01 Million 0.03% of portfolio
22,048
Q2 2025 Reduced 5.29%
$910M
$1.54 Million 0.03% of portfolio
95,574
Q2 2025 Added 4.12%
$257B
$1.55 Million 0.03% of portfolio
25,567
Q2 2025 New
$0
$1.51 Million 0.03% of portfolio
10,258
Q2 2025 Added 3.79%
$0
$1.51 Million 0.03% of portfolio
16,008
Q2 2025 Added 350.55%
$60.6B
$1.66 Million 0.03% of portfolio
56,476
Q2 2025 Added 17.03%
$39.7B
$1.75 Million 0.03% of portfolio
13,028
Q2 2025 Added 1.25%
$58.9B
$1.91 Million 0.03% of portfolio
14,840
Q2 2025 Reduced 0.92%
$789M
$1.55 Million 0.03% of portfolio
73,951
Q2 2025 Added 9.93%
$37.8B
$1.84 Million 0.03% of portfolio
6,395
Q2 2025 Added 441.03%
$0
$1.9 Million 0.03% of portfolio
38,846
Q2 2025 Added 0.39%
$0
$1.58 Million 0.03% of portfolio
23,027
Q2 2025 Reduced 7.68%
$0
$1.51 Million 0.03% of portfolio
12,763
Q2 2025 Reduced 3.79%
$0
$1.89 Million 0.03% of portfolio
16,297
Q2 2025 Reduced 9.96%
$3.17B
$2.04 Million 0.03% of portfolio
19,763
Q2 2025 Reduced 30.89%
$144B
$1.53 Million 0.03% of portfolio
3,017
Q2 2025 Reduced 20.23%
$0
$1.89 Million 0.03% of portfolio
132,825
Q2 2025 Added 9.4%
$0
$2.07 Million 0.03% of portfolio
94,072
Q2 2025 Reduced 4.5%
$0
$1.66 Million 0.03% of portfolio
7,617
Q2 2025 Added 2.88%
$129B
$1.83 Million 0.03% of portfolio
7,695
Q2 2025 Reduced 10.08%
$0
$1.81 Million 0.03% of portfolio
20,127
Q2 2025 Reduced 9.38%
$71.6B
$1.5 Million 0.03% of portfolio
51,215
Q2 2025 Added 15.34%
$0
$1.53 Million 0.03% of portfolio
14,001
Q2 2025 Added 60.78%
$39.6B
$1.91 Million 0.03% of portfolio
38,837
Q2 2025 Added 0.24%
$54.9B
$1.71 Million 0.03% of portfolio
3,198
Q2 2025 Reduced 5.22%
$0
$1.61 Million 0.03% of portfolio
17,143
Q2 2025 Reduced 11.63%
$38B
$1.54 Million 0.03% of portfolio
8,852
Q2 2025 Reduced 1.88%
$71.6B
$1.96 Million 0.03% of portfolio
2,463
Q2 2025 Reduced 5.2%
$89.1B
$1.77 Million 0.03% of portfolio
6,074
Q2 2025 Added 25.5%
$83.2B
$1.52 Million 0.03% of portfolio
30,965
Q2 2025 Reduced 7.9%
$60.4B
$1.51 Million 0.03% of portfolio
6,207
Q2 2025 Reduced 5.44%
$17.4B
$1.54 Million 0.03% of portfolio
19,985
Q2 2025 Reduced 1.38%
$0
$1.84 Million 0.03% of portfolio
37,682
Q2 2025 Reduced 0.93%
$132B
$1.74 Million 0.03% of portfolio
2,269
Q2 2025 Reduced 32.23%
$187B
$1.88 Million 0.03% of portfolio
22,134
Q2 2025 Added 12.21%
$314B
$1.8 Million 0.03% of portfolio
7,551
Q2 2025 Reduced 13.69%
$102B
$2.05 Million 0.03% of portfolio
35,125
Q2 2025 Added 9.27%
$5.21B
$1.71 Million 0.03% of portfolio
11,953
Q2 2025 Added 139.16%
$139B
$1.77 Million 0.03% of portfolio
73,011
Q2 2025 Reduced 30.87%
$0
$1.75 Million 0.03% of portfolio
255,399
Q2 2025 Reduced 9.42%
$81.2B
$1.99 Million 0.03% of portfolio
26,763
Q2 2025 Added 34.83%
$173B
$1.78 Million 0.03% of portfolio
25,919
Q2 2025 Reduced 29.38%
$0
$1.51 Million 0.03% of portfolio
5,618
Q2 2025 Reduced 1.51%
$13.7B
$1.83 Million 0.03% of portfolio
12,513
Q2 2025 Added 518.84%
$0
$1.64 Million 0.03% of portfolio
31,720
Q2 2025 Reduced 2.54%
$0
$2.06 Million 0.03% of portfolio
28,387
Q2 2025 Added 22.07%
$124B
$1.99 Million 0.03% of portfolio
41,268
Q2 2025 Added 24.21%

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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