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 151–200 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | 261K | $1M+ | SH |
| MMM | 3M CO | 54K | $1M+ | SH |
| STRZ | STARZ ENTERTAINMENT CORP. | 711K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 138K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 80K | $1M+ | SH |
| IWR | ISHARES TR | 83K | $1M+ | SH |
| ACWI | ISHARES TR | 56K | $1M+ | SH |
| IWM | ISHARES TR | 32K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 130K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 31K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 59K | $1M+ | SH |
| TOLL | TEMA ETF TRUST | 219K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 89K | $1M+ | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 85K | $1M+ | SH |
| GEV | GE VERNOVA INC | 12K | $1M+ | SH |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | 337K | $1M+ | SH |
| KWEB | KRANESHARES TRUST | 221K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 117K | $1M+ | SH |
| ABT | ABBOTT LABS | 60K | $1M+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 40K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 129K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 20K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 93K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 73K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 9K | $1M+ | SH |
| KB | KB FINL GROUP INC | 80K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 11K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 58K | $1M+ | SH |
| BAB | INVESCO EXCH TRADED FD TR II | 244K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 45K | $1M+ | SH |
| OKTA | OKTA INC | 76K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 38K | $1M+ | SH |
| IMO | IMPERIAL OIL LTD | 75K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 18K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 85K | $1M+ | SH |
| RACE | FERRARI N V | 17K | $1M+ | SH |
| WRB | BERKLEY W R CORP | 90K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 136K | $1M+ | SH |
| LEN | LENNAR CORP | 61K | $1M+ | SH |
| CB | CHUBB LIMITED | 20K | $1M+ | SH |
| GE | GE AEROSPACE | 20K | $1M+ | SH |
| RYAAY | RYANAIR HOLDINGS PLC | 85K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 27K | $1M+ | SH |
| PEP | PEPSICO INC | 42K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 27K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 8 | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 22K | $1M+ | SH |
| FAST | FASTENAL CO | 149K | $1M+ | SH |
| AON | AON PLC | 17K | $1M+ | SH |
| BHP | BHP GROUP LTD | 97K | $1M+ | SH |