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 1101–1150 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | 2K | $100K–$500K | SH |
| NXST | NEXSTAR MEDIA GROUP INC | 1K | $100K–$500K | SH |
| HQY | HEALTHEQUITY INC | 3K | $100K–$500K | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 3K | $100K–$500K | SH |
| ATI | ATI INC | 2K | $100K–$500K | SH |
| CAVA | CAVA GROUP INC | 4K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| INDY | ISHARES TR | 5K | $100K–$500K | SH |
| XPH | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| VSAT | VIASAT INC | 6K | $100K–$500K | SH |
| INCY | INCYTE CORP | 2K | $100K–$500K | SH |
| USRT | ISHARES TR | 4K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 4K | $100K–$500K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 30K | $100K–$500K | SH |
| UDMY | UDEMY INC | 38K | $100K–$500K | SH |
| TNL | TRAVEL PLUS LEISURE CO | 3K | $100K–$500K | SH |
| NFG | NATIONAL FUEL GAS CO | 3K | $100K–$500K | SH |
| OUSA | ALPS ETF TR | 4K | $100K–$500K | SH |
| ROAD | CONSTRUCTION PARTNERS INC | 2K | $100K–$500K | SH |
| GNRC | GENERAC HLDGS INC | 2K | $100K–$500K | SH |
| LFUS | LITTELFUSE INC | 843 | $100K–$500K | SH |
| GDDY | GODADDY INC | 2K | $100K–$500K | SH |
| EWBC | EAST WEST BANCORP INC | 2K | $100K–$500K | SH |
| IXUS | ISHARES TR | 3K | $100K–$500K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| WTFC | WINTRUST FINL CORP | 1K | $100K–$500K | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 5K | $100K–$500K | SH |
| EVRG | EVERGY INC | 3K | $100K–$500K | SH |
| IJT | ISHARES TR | 1K | $100K–$500K | SH |
| FTV | FORTIVE CORP | 4K | $100K–$500K | SH |
| FUMB | FIRST TR EXCH TRADED FD III | 10K | $100K–$500K | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 1K | $100K–$500K | SH |
| LEN.B | LENNAR CORP | 2K | $100K–$500K | SH |
| UMH | UMH PPTYS INC | 13K | $100K–$500K | SH |
| BYD | BOYD GAMING CORP | 2K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 10K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 17K | $100K–$500K | SH |
| AROC | ARCHROCK INC | 8K | $100K–$500K | SH |
| CFR | CULLEN FROST BANKERS INC | 2K | $100K–$500K | SH |
| FR | FIRST INDL RLTY TR INC | 4K | $100K–$500K | SH |
| REG | REGENCY CTRS CORP | 3K | $100K–$500K | SH |
| TFLO | ISHARES TR | 4K | $100K–$500K | SH |
| VSTM | VERASTEM INC | 26K | $100K–$500K | SH |
| EOSE | EOS ENERGY ENTERPRISES INC | 17K | $100K–$500K | SH |
| MDU | MDU RES GROUP INC | 10K | $100K–$500K | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 16K | $100K–$500K | SH |