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 751–800 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VPL | VANGUARD INTL EQUITY INDEX F | 7K | $500K+ | SH |
| MAA | MID-AMER APT CMNTYS INC | 5K | $500K+ | SH |
| TYL | TYLER TECHNOLOGIES INC | 1K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| CPRT | COPART INC | 16K | $500K+ | SH |
| INFY | INFOSYS LTD | 35K | $500K+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| SLB | SLB LIMITED | 16K | $500K+ | SH |
| INSM | INSMED INC | 4K | $500K+ | SH |
| RPM | RPM INTL INC | 6K | $500K+ | SH |
| BAX | BAXTER INTL INC | 32K | $500K+ | SH |
| TBIL | RBB FD INC | 12K | $500K+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 14K | $500K+ | SH |
| NTRA | NATERA INC | 3K | $500K+ | SH |
| CMS | CMS ENERGY CORP | 9K | $500K+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 7K | $500K+ | SH |
| FICO | FAIR ISAAC CORP | 355 | $500K+ | SH |
| BE | BLOOM ENERGY CORP | 7K | $500K+ | SH |
| IYW | ISHARES TR | 3K | $500K+ | SH |
| FEM | FIRST TR EXCH TRD ALPHDX FD | 22K | $500K+ | SH |
| NTAP | NETAPP INC | 6K | $500K+ | SH |
| EDV | VANGUARD WORLD FD | 9K | $500K+ | SH |
| IGSB | ISHARES TR | 11K | $500K+ | SH |
| NUE | NUCOR CORP | 4K | $500K+ | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 6K | $500K+ | SH |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | 20K | $500K+ | SH |
| STE | STERIS PLC | 2K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 6K | $500K+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 2K | $500K+ | SH |
| EVER | EVERQUOTE INC | 21K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 8K | $500K+ | SH |
| IDEV | ISHARES TR | 7K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 7K | $500K+ | SH |
| CWK | CUSHMAN AND WAKEFIELD LTD | 35K | $500K+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 7K | $500K+ | SH |
| RGA | REINSURANCE GRP OF AMERICA I | 3K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 21K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 7K | $500K+ | SH |
| PAGP | PLAINS GP HLDGS L P | 29K | $500K+ | SH |
| EGP | EASTGROUP PPTYS INC | 3K | $500K+ | SH |
| HWKN | HAWKINS INC | 4K | $500K+ | SH |
| ONC | BEONE MEDICINES LTD | 2K | $500K+ | SH |
| BBSI | BARRETT BUSINESS SVCS INC | 16K | $500K+ | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 35K | $500K+ | SH |
| ALTI | ALTI GLOBAL INC | 120K | $500K+ | SH |
| JLL | JONES LANG LASALLE INC | 2K | $500K+ | SH |
| CDW | CDW CORP | 4K | $500K+ | SH |
| ATO | ATMOS ENERGY CORP | 3K | $500K+ | SH |
| SPHR | SPHERE ENTERTAINMENT CO | 6K | $500K+ | SH |