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
$42.1B
$1.71 Million 0.03% of portfolio
13,489
Q2 2025 Added 7.45%
$132B
$1.53 Million 0.03% of portfolio
19,931
Q2 2025 Reduced 24.29%
$18.2B
$2.02 Million 0.03% of portfolio
8,585
Q2 2025 New
$179B
$2.05 Million 0.03% of portfolio
3,895
Q2 2025 Reduced 2.92%
$3.17B
$1.73 Million 0.03% of portfolio
7,842
Q2 2025 Added 10.2%
$72.9B
$1.83 Million 0.03% of portfolio
429,735
Q2 2025 Added 2.07%
$4.37B
$1.83 Million 0.03% of portfolio
14,820
Q2 2025 Reduced 6.57%
$0
$1.62 Million 0.03% of portfolio
16,051
Q1 2024 New
$1.19B
$1.53 Million 0.03% of portfolio
69,967
Q2 2025 Reduced 3.4%
$78.1B
$1.96 Million 0.03% of portfolio
14,725
Q2 2025 Added 5.44%
$14.8B
$1.53 Million 0.03% of portfolio
4,882
Q2 2025 Added 256.09%
$0
$896,000 0.02% of portfolio
5,449
Q2 2025 Added 12.7%
$44.2B
$943,000 0.02% of portfolio
9,562
Q2 2025 Added 53.53%
$13.1B
$913,000 0.02% of portfolio
4,605
Q2 2025 Added 49.03%
$25.5B
$1.02 Million 0.02% of portfolio
15,981
Q2 2025 Added 25.46%
$0
$1.22 Million 0.02% of portfolio
4,937
Q2 2025 Added 27.01%
$7.02B
$1.16 Million 0.02% of portfolio
8,005
Q2 2025 Added 1.51%
$3.97B
$916,000 0.02% of portfolio
6,733
Q2 2025 New
$34.1B
$1.08 Million 0.02% of portfolio
13,288
Q2 2025 Reduced 3.18%
$0
$1.13 Million 0.02% of portfolio
13,823
Q2 2025 Added 0.7%
$0
$940,000 0.02% of portfolio
7,435
Q2 2025 Reduced 5.19%
$152B
$1.45 Million 0.02% of portfolio
13,854
Q2 2025 Reduced 28.55%
$0
$1.49 Million 0.02% of portfolio
11,575
Q2 2025 Added 23.19%
$26.8B
$1.15 Million 0.02% of portfolio
33,809
Q2 2025 Added 10.65%
$52.2B
$932,000 0.02% of portfolio
27,582
Q2 2025 Reduced 5.92%
$0
$1.06 Million 0.02% of portfolio
36,219
Q2 2025 Added 0.78%
$76.4B
$1 Million 0.02% of portfolio
4,483
Q2 2025 Added 1.2%
$0
$1.34 Million 0.02% of portfolio
13,319
Q2 2025 Added 34.3%
$94.8B
$1.2 Million 0.02% of portfolio
3,490
Q2 2025 Reduced 50.28%
$68B
$1.07 Million 0.02% of portfolio
10,151
Q2 2025 Added 12.85%
$59.1B
$1.27 Million 0.02% of portfolio
7,871
Q2 2025 Reduced 7.9%
$0
$937,000 0.02% of portfolio
10,623
Q2 2025 Reduced 30.34%
$5.78B
$1.04 Million 0.02% of portfolio
10,400
Q2 2025 New
$7.83B
$939,000 0.02% of portfolio
28,655
Q2 2025 Added 45.94%
$36.3B
$1.4 Million 0.02% of portfolio
24,216
Q2 2025 Reduced 15.23%
$64.3B
$1.23 Million 0.02% of portfolio
10,302
Q2 2025 Reduced 28.87%
$73.9B
$1.23 Million 0.02% of portfolio
4,991
Q2 2025 Reduced 2.48%
$8.38B
$1.1 Million 0.02% of portfolio
12,428
Q2 2025 Added 189.97%
$0
$1.46 Million 0.02% of portfolio
26,821
Q2 2025 Reduced 1.49%
$53.6B
$1.01 Million 0.02% of portfolio
13,077
Q2 2025 Added 23.62%
$0
$1.05 Million 0.02% of portfolio
13,583
Q2 2025 Reduced 3.55%
$0
$1.15 Million 0.02% of portfolio
8,645
Q2 2025 Added 108.41%
$45.4B
$1.35 Million 0.02% of portfolio
2,339
Q2 2025 Reduced 4.84%
$8.29B
$1.15 Million 0.02% of portfolio
24,835
Q2 2025 New
$32.9B
$992,000 0.02% of portfolio
15,837
Q2 2025 Reduced 1.79%
$0
$1.24 Million 0.02% of portfolio
14,203
Q2 2025 Added 7.6%
$58.6B
$1.29 Million 0.02% of portfolio
9,590
Q2 2025 Added 370.56%
$41.2B
$1.06 Million 0.02% of portfolio
32,118
Q2 2025 Added 4.02%
$129B
$1.43 Million 0.02% of portfolio
11,588
Q2 2025 Reduced 57.59%

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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