NW

NewEdge Wealth, LLC

13F
NewEdge Wealth, LLC
Last update 2025-05-09 932 Stocks (74 new)
Value $5.52 Bil Turnover 8 %
Countries:
Top Holdings: MSFT(4.60%)AAPL(4.33%)NVDA(2.21%)META(2.20%)GOOGL(2.09%)
Summary Stock Picks Current Portfolio
NewEdge Wealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
676,201
253,839.0
-0.55%
4.600
-0.03%
0.010
+36.24%
+20.35%
3,755,998.9
Software
AAPL
Apple Inc
1,075,459
238,891.7
-5.25%
4.330
-0.26%
0.010
+8.60%
-15.66%
3,146,974.1
Hardware
NVDA
NVIDIA Corp
1,125,020
121,929.7
+67.32%
2.210
+0.89%
0.000
+63.74%
+27.41%
4,172,101.3
Semiconductors
META
Meta Platforms Inc
210,275
121,194.3
+4.47%
2.200
+0.09%
0.010
+39.92%
+20.14%
1,765,736.6
Interactive Media
GOOGL
Alphabet Inc
747,386
115,575.8
+2.09%
2.090
+0.04%
0.010
+20.22%
-2.51%
2,240,264.4
Interactive Media
SPY
SPDR S&P 500 ETF Trust
187,125
104,675.7
-2.24%
1.900
-0.04%
0.020
+18.96%
+7.02%
639,087.0
 
JPM
JPMorgan Chase & Co
422,408
103,616.7
+3.96%
1.880
+0.07%
0.020
+25.26%
+21.34%
787,039.2
Banks
AMZN
Amazon.com Inc
539,283
102,603.9
+71.36%
1.860
+0.77%
0.010
+27.95%
+1.67%
2,368,058.1
Retail - Cyclical
BX
Blackstone Inc
545,261
76,216.6
-15.42%
1.380
-0.30%
0.070
+28.23%
-2.96%
125,990.0
Asset Management
AZO
AutoZone Inc
19,814
75,544.8
-2.25%
1.370
-0.03%
0.120
+2.44%
+14.12%
61,126.7
Vehicles & Parts

NewEdge Wealth, LLC's Historical Top Holdings Breakdowns

NewEdge Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.89%
●
106.98 ($126.74) 149.43
$171.07
34.98%
Add 67.32%
1,125,020
452,627
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.77%
●
190.26 ($217) 242.06
$223.06
2.79%
Add 71.36%
539,283
224,578
DECK
Deckers Outdoor Corp
2025-03-31
Reduce
Reduce
-0.57%
●
111.56 ($161.52) 223.11
$97.11
-39.88%
Reduce -84.96%
28,598
-161,542
CDNS
Cadence Design Systems Inc
2025-03-31
Reduce
Reduce
-0.49%
●
233.96 ($278.09) 324.52
$315.46
13.44%
Reduce -96.66%
3,299
-95,423
REGN
Regeneron Pharmaceuticals Inc
2025-03-31
Reduce
Reduce
-0.49%
●
634.14 ($687.82) 744.83
$552.84
-19.62%
Reduce -98.36%
669
-40,096
EXP
Eagle Materials Inc
2025-03-31
Reduce
Reduce
-0.44%
●
207.49 ($237.11) 262.13
$210.97
-11.02%
Reduce -92.98%
7,719
-102,248
VICI
VICI Properties Inc
2025-03-31
Add
Add
+0.43%
●
28.21 ($30.81) 32.68
$33.02
7.19%
Add 3115.77%
750,818
727,470
NRG
NRG Energy Inc
2025-03-31
New Buy
New Buy
+0.42%
●
84.82 ($101.13) 113.33
$145.03
43.41%
New holding
240,028
240,028
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+0.37%
●
151.94 ($163) 175.86
$153.68
-5.72%
Add 259.09%
182,549
131,713
BX
Blackstone Inc
2025-03-31
Reduce
Reduce
-0.30%
●
136.53 ($162.31) 186.74
$164.75
1.50%
Reduce -15.42%
545,261
-99,424

NewEdge Wealth, LLC Total Holding History ($B)

To

NewEdge Wealth, LLC's Asset Allocation

To

NewEdge Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NewEdge Wealth, LLC's Hypothetical Growth since 2025-03-31

NewEdge Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NewEdge Wealth, LLC's Holdings Heat Map

Size field:

NewEdge Wealth, LLC's Holdings Bubble Chart

NewEdge Wealth, LLC News

  • 1

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