CIK 1861796
NewEdge Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
1,179
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USFR | WISDOMTREE TR | 8.3M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 788K | $1M+ | SH |
| AAPL | APPLE INC | 1.3M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 1.5M | $1M+ | SH |
| GOOGL | ALPHABET INC | 887K | $1M+ | SH |
| AVGO | BROADCOM INC | 469K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 231K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 481K | $1M+ | SH |
| META | META PLATFORMS INC | 232K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 217K | $1M+ | SH |
| IWF | ISHARES TR | 271K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.0M | $1M+ | SH |
| BX | BLACKSTONE INC | 715K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 1.0M | $1M+ | SH |
| ABBV | ABBVIE INC | 398K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 646K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 453K | $1M+ | SH |
| V | VISA INC | 218K | $1M+ | SH |
| ISHG | ISHARES TR | 1.0M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 225K | $1M+ | SH |
| AZO | AUTOZONE INC | 22K | $1M+ | SH |
| HD | HOME DEPOT INC | 211K | $1M+ | SH |
| NVS | NOVARTIS AG | 505K | $1M+ | SH |
| LLY | ELI LILLY & CO | 64K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 1.1M | $1M+ | SH |
| KLAC | KLA CORP | 55K | $1M+ | SH |
| MTG | MGIC INVT CORP WIS | 2.2M | $1M+ | SH |
| CRM | SALESFORCE INC | 240K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 108K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 208K | $1M+ | SH |
| JEF | JEFFERIES FINL GROUP INC | 925K | $1M+ | SH |
| EBAY | EBAY INC. | 653K | $1M+ | SH |
| VST | VISTRA CORP | 349K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 292K | $1M+ | SH |
| CMA | COMERICA INC | 642K | $1M+ | SH |
| ALSN | ALLISON TRANSMISSION HLDGS I | 560K | $1M+ | SH |
| NRG | NRG ENERGY INC | 338K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 260K | $1M+ | SH |
| EFA | ISHARES TR | 547K | $1M+ | SH |
| GOOG | ALPHABET INC | 162K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 253K | $1M+ | SH |
| R | RYDER SYS INC | 250K | $1M+ | SH |
| QCOM | QUALCOMM INC | 279K | $1M+ | SH |
| AMGN | AMGEN INC | 142K | $1M+ | SH |
| SU | SUNCOR ENERGY INC NEW | 1.0M | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 153K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 123K | $1M+ | SH |
| ORCL | ORACLE CORP | 223K | $1M+ | SH |
| LOB | LIVE OAK BANCSHARES INC | 1.3M | $1M+ | SH |
| WELL | WELLTOWER INC | 217K | $1M+ | SH |