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 501–550 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NCNO | NCINO INC | 64K | $1M+ | SH |
| AYI | ACUITY INC | 5K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 23K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 1K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 14K | $1M+ | SH |
| EXPO | EXPONENT INC | 23K | $1M+ | SH |
| QGRO | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| IWB | ISHARES TR | 4K | $1M+ | SH |
| FDX | FEDEX CORP | 6K | $1M+ | SH |
| PFLT | PENNANTPARK FLOATING RATE CA | 172K | $1M+ | SH |
| JXN | JACKSON FINANCIAL INC | 15K | $1M+ | SH |
| IBB | ISHARES TR | 9K | $1M+ | SH |
| GXC | SPDR INDEX SHS FDS | 16K | $1M+ | SH |
| CCL | CARNIVAL CORP | 51K | $1M+ | SH |
| USFD | US FOODS HLDG CORP | 21K | $1M+ | SH |
| AGNC | AGNC INVT CORP | 145K | $1M+ | SH |
| SO | SOUTHERN CO | 18K | $1M+ | SH |
| NXTG | FIRST TR EXCHANGE-TRADED FD | 14K | $1M+ | SH |
| PEGA | PEGASYSTEMS INC | 26K | $1M+ | SH |
| DT | DYNATRACE INC | 35K | $1M+ | SH |
| APA | APA CORPORATION | 62K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 9K | $1M+ | SH |
| ACT | ENACT HLDGS INC | 38K | $1M+ | SH |
| QLYS | QUALYS INC | 11K | $1M+ | SH |
| SLRC | SLR INVESTMENT CORP | 96K | $1M+ | SH |
| O | REALTY INCOME CORP | 26K | $1M+ | SH |
| DECK | DECKERS OUTDOOR CORP | 14K | $1M+ | SH |
| PSX | PHILLIPS 66 | 12K | $1M+ | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 23K | $1M+ | SH |
| CSX | CSX CORP | 41K | $1M+ | SH |
| YEXT | YEXT INC | 181K | $1M+ | SH |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 17K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 4K | $1M+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 122K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 19K | $1M+ | SH |
| ACWV | ISHARES INC | 12K | $1M+ | SH |
| PPL | PPL CORP | 41K | $1M+ | SH |
| SE | SEA LTD | 11K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 11K | $1M+ | SH |
| ENB | ENBRIDGE INC | 29K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 14K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 37K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 43K | $1M+ | SH |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 35K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 26K | $1M+ | SH |
| PFSI | PENNYMAC FINL SVCS INC NEW | 10K | $1M+ | SH |
| CBRE | CBRE GROUP INC | 9K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 2K | $1M+ | SH |
| IWY | ISHARES TR | 5K | $1M+ | SH |