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 901–950 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | 6K | $100K–$500K | SH |
| GMAB | GENMAB A/S | 13K | $100K–$500K | SH |
| TRNO | TERRENO RLTY CORP | 7K | $100K–$500K | SH |
| LVS | LAS VEGAS SANDS CORP | 6K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 3K | $100K–$500K | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 17K | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY | 9K | $100K–$500K | SH |
| XYL | XYLEM INC | 3K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 36K | $100K–$500K | SH |
| DOCS | DOXIMITY INC | 9K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 6K | $100K–$500K | SH |
| EHC | ENCOMPASS HEALTH CORP | 4K | $100K–$500K | SH |
| AME | AMETEK INC | 2K | $100K–$500K | SH |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 30K | $100K–$500K | SH |
| KRG | KITE RLTY GROUP TR | 17K | $100K–$500K | SH |
| SGDM | SPROTT ETF TRUST | 6K | $100K–$500K | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 16K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 3K | $100K–$500K | SH |
| NICE | NICE LTD | 3K | $100K–$500K | SH |
| MXI | ISHARES TR | 4K | $100K–$500K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 281 | $100K–$500K | SH |
| CNC | CENTENE CORP DEL | 9K | $100K–$500K | SH |
| HUM | HUMANA INC | 2K | $100K–$500K | SH |
| DBEF | DBX ETF TR | 8K | $100K–$500K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 6K | $100K–$500K | SH |
| DOW | DOW INC | 16K | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 3K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 15K | $100K–$500K | SH |
| UNM | UNUM GROUP | 5K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 28K | $100K–$500K | SH |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | 17K | $100K–$500K | SH |
| EVR | EVERCORE INC | 1K | $100K–$500K | SH |
| VRSN | VERISIGN INC | 2K | $100K–$500K | SH |
| CLH | CLEAN HARBORS INC | 2K | $100K–$500K | SH |
| CPNG | COUPANG INC | 16K | $100K–$500K | SH |
| KDP | KEURIG DR PEPPER INC | 14K | $100K–$500K | SH |
| EFAV | ISHARES TR | 4K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| HOLX | HOLOGIC INC | 5K | $100K–$500K | SH |
| VGUS | VANGUARD INSTL INDEX FD | 5K | $100K–$500K | SH |
| ESS | ESSEX PPTY TR INC | 1K | $100K–$500K | SH |
| PTC | PTC INC | 2K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 4K | $100K–$500K | SH |
| CNP | CENTERPOINT ENERGY INC | 10K | $100K–$500K | SH |
| STLD | STEEL DYNAMICS INC | 2K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 397 | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 21K | $100K–$500K | SH |