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 51–100 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | 82K | $1M+ | SH |
| EOG | EOG RES INC | 363K | $1M+ | SH |
| HRB | BLOCK H & R INC | 844K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 1.1M | $1M+ | SH |
| TSLA | TESLA INC | 79K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 384K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 67K | $1M+ | SH |
| HST | HOST HOTELS & RESORTS INC | 1.9M | $1M+ | SH |
| FTNT | FORTINET INC | 411K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 125K | $1M+ | SH |
| KO | COCA COLA CO | 450K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 122K | $1M+ | SH |
| AGG | ISHARES TR | 314K | $1M+ | SH |
| IQLT | ISHARES TR | 688K | $1M+ | SH |
| IEFA | ISHARES TR | 333K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 94K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 34K | $1M+ | SH |
| CF | CF INDS HLDGS INC | 378K | $1M+ | SH |
| UNP | UNION PAC CORP | 122K | $1M+ | SH |
| IVV | ISHARES TR | 40K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 90K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 101K | $1M+ | SH |
| QUAL | ISHARES TR | 136K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 543K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 481K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 330K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 473K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 534K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 110K | $1M+ | SH |
| IJH | ISHARES TR | 360K | $1M+ | SH |
| LOW | LOWES COS INC | 97K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 24K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 258K | $1M+ | SH |
| MBS | ANGEL OAK FUNDS TRUST | 2.4M | $1M+ | SH |
| ADBE | ADOBE INC | 58K | $1M+ | SH |
| WMT | WALMART INC | 181K | $1M+ | SH |
| AR | ANTERO RESOURCES CORP | 583K | $1M+ | SH |
| NFLX | NETFLIX INC | 213K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 252K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 39K | $1M+ | SH |
| IEMG | ISHARES INC | 281K | $1M+ | SH |
| IWD | ISHARES TR | 88K | $1M+ | SH |
| QNST | QUINSTREET INC | 1.2M | $1M+ | SH |
| TJX | TJX COS INC NEW | 107K | $1M+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 962K | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 18K | $1M+ | SH |
| BILL | BILL HOLDINGS INC | 289K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 28K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 85K | $1M+ | SH |
| IJR | ISHARES TR | 125K | $1M+ | SH |