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 801–850 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CPT | CAMDEN PPTY TR | 5K | $500K+ | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 41K | $500K+ | SH |
| TM | TOYOTA MOTOR CORP | 3K | $500K+ | SH |
| GRMN | GARMIN LTD | 3K | $500K+ | SH |
| CALF | PACER FDS TR | 12K | $500K+ | SH |
| MKL | MARKEL GROUP INC | 253 | $500K+ | SH |
| TLK | P T TELEKOMUNIKASI INDONESIA | 26K | $500K+ | SH |
| BAC-PL | BANK AMERICA CORP | 433 | $500K+ | SH |
| TYG | TORTOISE ENERGY INFRA CORP | 13K | $500K+ | SH |
| VEEV | VEEVA SYS INC | 2K | $500K+ | SH |
| LAZ | LAZARD INC | 11K | $500K+ | SH |
| TFX | TELEFLEX INCORPORATED | 4K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 2K | $500K+ | SH |
| AVY | AVERY DENNISON CORP | 3K | $500K+ | SH |
| VMC | VULCAN MATLS CO | 2K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| CG | CARLYLE GROUP INC | 9K | $500K+ | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 13K | $500K+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 6K | $500K+ | SH |
| F | FORD MTR CO | 40K | $500K+ | SH |
| PFF | ISHARES TR | 17K | $500K+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 3K | $500K+ | SH |
| REGL | PROSHARES TR | 6K | $500K+ | SH |
| BF.B | BROWN FORMAN CORP | 20K | $500K+ | SH |
| CRL | CHARLES RIV LABS INTL INC | 3K | $500K+ | SH |
| MINT | PIMCO ETF TR | 5K | $500K+ | SH |
| HII | HUNTINGTON INGALLS INDS INC | 2K | $500K+ | SH |
| COHR | COHERENT CORP | 3K | $500K+ | SH |
| FPXI | FIRST TR EXCHANGE TRADED FD | 9K | $500K+ | SH |
| FLHY | FRANKLIN TEMPLETON ETF TR | 21K | $500K+ | SH |
| HEI.A | HEICO CORP NEW | 2K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 7K | $500K+ | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 6K | $500K+ | SH |
| PHM | PULTE GROUP INC | 4K | $500K+ | SH |
| PPG | PPG INDS INC | 5K | $100K–$500K | SH |
| GNR | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| AM | ANTERO MIDSTREAM CORP | 28K | $100K–$500K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 5K | $100K–$500K | SH |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | 18K | $100K–$500K | SH |
| SCZ | ISHARES TR | 6K | $100K–$500K | SH |
| JBL | JABIL INC | 2K | $100K–$500K | SH |
| BALL | BALL CORP | 9K | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 10K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 4K | $100K–$500K | SH |
| TW | TRADEWEB MKTS INC | 5K | $100K–$500K | SH |
| KR | KROGER CO | 8K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| EXR | EXTRA SPACE STORAGE INC | 4K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 8K | $100K–$500K | SH |
| APLD | APPLIED DIGITAL CORP | 20K | $100K–$500K | SH |