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 201–250 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWS | ISHARES TR | 41K | $1M+ | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 123K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 20K | $1M+ | SH |
| NWG | NATWEST GROUP PLC | 323K | $1M+ | SH |
| MNDY | MONDAY COM LTD | 38K | $1M+ | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 30K | $1M+ | SH |
| LQD | ISHARES TR | 51K | $1M+ | SH |
| ROL | ROLLINS INC | 93K | $1M+ | SH |
| ALLE | ALLEGION PLC | 35K | $1M+ | SH |
| DGRO | ISHARES TR | 80K | $1M+ | SH |
| CMI | CUMMINS INC | 11K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 19K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 28K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 134K | $1M+ | SH |
| EFG | ISHARES TR | 48K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 31K | $1M+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 11K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 43K | $1M+ | SH |
| Z | ZILLOW GROUP INC | 78K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 223K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 36K | $1M+ | SH |
| ENSG | ENSIGN GROUP INC | 30K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 418K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 18K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 56K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 56K | $1M+ | SH |
| LIN | LINDE PLC | 12K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 100K | $1M+ | SH |
| HSBC | HSBC HLDGS PLC | 64K | $1M+ | SH |
| CAT | CATERPILLAR INC | 9K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 10K | $1M+ | SH |
| INTU | INTUIT | 8K | $1M+ | SH |
| SHG | SHINHAN FINANCIAL GROUP CO L | 93K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 9K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 58K | $1M+ | SH |
| JBS | JBS N.V. | 341K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 82K | $1M+ | SH |
| NDSN | NORDSON CORP | 20K | $1M+ | SH |
| ACWX | ISHARES TR | 71K | $1M+ | SH |
| PZZA | PAPA JOHNS INTL INC | 122K | $1M+ | SH |
| ULS | UL SOLUTIONS INC | 60K | $1M+ | SH |
| MS | MORGAN STANLEY | 26K | $1M+ | SH |
| OEF | ISHARES TR | 14K | $1M+ | SH |
| DDOG | DATADOG INC | 34K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 22K | $1M+ | SH |
| SONO | SONOS INC | 262K | $1M+ | SH |
| SAP | SAP SE | 19K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 22K | $1M+ | SH |
| PCMM | BONDBLOXX ETF TRUST | 91K | $1M+ | SH |
| LDP | COHEN & STEERS LTD DURATION | 214K | $1M+ | SH |