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 101–150 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | 201K | $1M+ | SH |
| ASML | ASML HOLDING N V | 14K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 400K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 40K | $1M+ | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 624K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 173K | $1M+ | SH |
| AEBI | AEBI SCHMIDT HLDG AG | 1.1M | $1M+ | SH |
| TIC | TIC SOLUTIONS INC | 1.4M | $1M+ | SH |
| PULS | PGIM ETF TR | 275K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 179K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 181K | $1M+ | SH |
| CSCO | CISCO SYS INC | 171K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 86K | $1M+ | SH |
| SAFE | SAFEHOLD INC | 953K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 236K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 90K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 90K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 248K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 154K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 26K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 101K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 14K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 35K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 254K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 145K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 51K | $1M+ | SH |
| EPI | WISDOMTREE TR | 242K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 77K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 67K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 18K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 58K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 103K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 127K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 75K | $1M+ | SH |
| MUB | ISHARES TR | 94K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| GLD | SPDR GOLD TR | 25K | $1M+ | SH |
| S | SENTINELONE INC | 665K | $1M+ | SH |
| BLK | BLACKROCK INC | 9K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 42K | $1M+ | SH |
| NOW | SERVICENOW INC | 61K | $1M+ | SH |
| ETN | EATON CORP PLC | 29K | $1M+ | SH |
| MRK | MERCK & CO INC | 89K | $1M+ | SH |
| APP | APPLOVIN CORP | 14K | $1M+ | SH |
| RELX | RELX PLC | 225K | $1M+ | SH |
| GLW | CORNING INC | 104K | $1M+ | SH |
| SHOP | SHOPIFY INC | 56K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 44K | $1M+ | SH |
| RTX | RTX CORPORATION | 48K | $1M+ | SH |
| MCD | MCDONALDS CORP | 29K | $1M+ | SH |