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 851–900 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 26K | $100K–$500K | SH |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 15K | $100K–$500K | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 4K | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 3K | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 5K | $100K–$500K | SH |
| HUBG | HUB GROUP INC | 11K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 2K | $100K–$500K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 2K | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 12K | $100K–$500K | SH |
| ZS | ZSCALER INC | 2K | $100K–$500K | SH |
| ICOW | PACER FDS TR | 12K | $100K–$500K | SH |
| ON | ON SEMICONDUCTOR CORP | 9K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 2K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC | 6K | $100K–$500K | SH |
| PRKS | UNITED PARKS & RESORTS INC | 13K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 10K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 2K | $100K–$500K | SH |
| SHM | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 4K | $100K–$500K | SH |
| HUBB | HUBBELL INC | 1K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 11K | $100K–$500K | SH |
| TPG | TPG INC | 7K | $100K–$500K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 39K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO | 19K | $100K–$500K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| CATH | GLOBAL X FDS | 6K | $100K–$500K | SH |
| IFRA | ISHARES TR | 9K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 3K | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 1K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 16K | $100K–$500K | SH |
| TER | TERADYNE INC | 2K | $100K–$500K | SH |
| PCAR | PACCAR INC | 4K | $100K–$500K | SH |
| FISV | FISERV INC | 7K | $100K–$500K | SH |
| MIDD | MIDDLEBY CORP | 3K | $100K–$500K | SH |
| BXP | BXP INC | 7K | $100K–$500K | SH |
| IGV | ISHARES TR | 4K | $100K–$500K | SH |
| MGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| STT | STATE STR CORP | 3K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 2K | $100K–$500K | SH |
| NI | NISOURCE INC | 10K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 5K | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC | 4K | $100K–$500K | SH |
| JBHT | HUNT J B TRANS SVCS INC | 2K | $100K–$500K | SH |
| WWD | WOODWARD INC | 1K | $100K–$500K | SH |
| CACI | CACI INTL INC | 800 | $100K–$500K | SH |
| REAX | THE REAL BROKERAGE INC | 116K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 2K | $100K–$500K | SH |