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 701–750 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TENB | TENABLE HLDGS INC | 32K | $500K+ | SH |
| CVLT | COMMVAULT SYS INC | 6K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 16K | $500K+ | SH |
| TDC | TERADATA CORP DEL | 24K | $500K+ | SH |
| WAB | WABTEC | 3K | $500K+ | SH |
| FJP | FIRST TR EXCH TRD ALPHDX FD | 11K | $500K+ | SH |
| RHLD | RESOLUTE HLDGS MGMT INC | 4K | $500K+ | SH |
| IOT | SAMSARA INC | 21K | $500K+ | SH |
| BAP | CREDICORP LTD | 3K | $500K+ | SH |
| ALRM | ALARM COM HLDGS INC | 14K | $500K+ | SH |
| HUBS | HUBSPOT INC | 2K | $500K+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 25K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 5K | $500K+ | SH |
| SPSB | SPDR SERIES TRUST | 24K | $500K+ | SH |
| WCN | WASTE CONNECTIONS INC | 4K | $500K+ | SH |
| FXI | ISHARES TR | 19K | $500K+ | SH |
| FEP | FIRST TR EXCH TRD ALPHDX FD | 13K | $500K+ | SH |
| ESML | ISHARES TR | 15K | $500K+ | SH |
| BOTZ | GLOBAL X FDS | 20K | $500K+ | SH |
| DLN | WISDOMTREE TR | 8K | $500K+ | SH |
| ASX | ASE TECHNOLOGY HLDG CO LTD | 44K | $500K+ | SH |
| EQR | EQUITY RESIDENTIAL | 11K | $500K+ | SH |
| SYF | SYNCHRONY FINANCIAL | 8K | $500K+ | SH |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | 70K | $500K+ | SH |
| CATY | CATHAY GEN BANCORP | 14K | $500K+ | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 7K | $500K+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 36K | $500K+ | SH |
| FTXO | FIRST TR EXCHANGE TRADED FD | 18K | $500K+ | SH |
| FOR | FORESTAR GROUP INC | 28K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| FTXL | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| RTO | RENTOKIL INITIAL PLC | 23K | $500K+ | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 19K | $500K+ | SH |
| MAS | MASCO CORP | 11K | $500K+ | SH |
| SPYI | NEOS ETF TRUST | 13K | $500K+ | SH |
| WFC-PL | WELLS FARGO CO NEW | 565 | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 4K | $500K+ | SH |
| ILCB | ISHARES TR | 7K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 4K | $500K+ | SH |
| OWL | BLUE OWL CAPITAL INC | 46K | $500K+ | SH |
| QQQI | NEOS ETF TRUST | 13K | $500K+ | SH |
| FMX | FOMENTO ECONOMICO MEXICANO S | 7K | $500K+ | SH |
| IHG | INTERCONTINENTAL HOTELS GROU | 5K | $500K+ | SH |
| MET | METLIFE INC | 8K | $500K+ | SH |
| UBS | UBS GROUP AG | 14K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 12K | $500K+ | SH |
| CNO | CNO FINL GROUP INC | 15K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 7K | $500K+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 37K | $500K+ | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 3K | $500K+ | SH |