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 451–500 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | 16K | $1M+ | SH |
| IWN | ISHARES TR | 11K | $1M+ | SH |
| ABNB | AIRBNB INC | 14K | $1M+ | SH |
| UGI | UGI CORP NEW | 52K | $1M+ | SH |
| UITB | VICTORY PORTFOLIOS II | 41K | $1M+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 45K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 20K | $1M+ | SH |
| CAPL | CROSSAMERICA PARTNERS LP | 93K | $1M+ | SH |
| PNNT | PENNANTPARK INVT CORP | 319K | $1M+ | SH |
| MANH | MANHATTAN ASSOCIATES INC | 11K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 58K | $1M+ | SH |
| ZTS | ZOETIS INC | 15K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 32K | $1M+ | SH |
| FEZ | SPDR INDEX SHS FDS | 29K | $1M+ | SH |
| EWJ | ISHARES INC | 23K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 67K | $1M+ | SH |
| SHY | ISHARES TR | 22K | $1M+ | SH |
| BCS | BARCLAYS PLC | 72K | $1M+ | SH |
| TGT | TARGET CORP | 19K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 11K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 7K | $1M+ | SH |
| CHE | CHEMED CORP NEW | 4K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 6K | $1M+ | SH |
| FDT | FIRST TR EXCH TRD ALPHDX FD | 23K | $1M+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 27K | $1M+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 51K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 12K | $1M+ | SH |
| CRVL | CORVEL CORP | 26K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 16K | $1M+ | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 32K | $1M+ | SH |
| PDD | PDD HOLDINGS INC | 16K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 36K | $1M+ | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 39K | $1M+ | SH |
| DEO | DIAGEO PLC | 20K | $1M+ | SH |
| NEM | NEWMONT CORP | 18K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 23K | $1M+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 8K | $1M+ | SH |
| MILN | GLOBAL X FDS | 37K | $1M+ | SH |
| NET | CLOUDFLARE INC | 9K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 6K | $1M+ | SH |
| BLW | BLACKROCK LTD DURATION INCOM | 125K | $1M+ | SH |
| BA | BOEING CO | 8K | $1M+ | SH |
| UFPI | UFP INDUSTRIES INC | 19K | $1M+ | SH |
| DSU | BLACKROCK DEBT STRATEGIES FD | 167K | $1M+ | SH |
| ALL | ALLSTATE CORP | 8K | $1M+ | SH |
| COR | CENCORA INC | 5K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 4K | $1M+ | SH |
| CCI | CROWN CASTLE INC | 19K | $1M+ | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT | 41K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 8K | $1M+ | SH |