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 251–300 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IDXX | IDEXX LABS INC | 7K | $1M+ | SH |
| SSD | SIMPSON MFG INC | 28K | $1M+ | SH |
| JD | JD.COM INC | 155K | $1M+ | SH |
| SONY | SONY GROUP CORP | 173K | $1M+ | SH |
| PRI | PRIMERICA INC | 17K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 64K | $1M+ | SH |
| CTAS | CINTAS CORP | 23K | $1M+ | SH |
| C | CITIGROUP INC | 38K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 8K | $1M+ | SH |
| SAN | BANCO SANTANDER SA | 372K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 16K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 163K | $1M+ | SH |
| LII | LENNOX INTL INC | 9K | $1M+ | SH |
| D | DOMINION ENERGY INC | 74K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 8K | $1M+ | SH |
| MSOS | ADVISORSHARES TR | 910K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 56K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 26K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 9K | $1M+ | SH |
| COO | COOPER COS INC | 51K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 61K | $1M+ | SH |
| EFX | EQUIFAX INC | 19K | $1M+ | SH |
| RBC | RBC BEARINGS INC | 9K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 9K | $1M+ | SH |
| PENN | PENN ENTERTAINMENT INC | 279K | $1M+ | SH |
| ECL | ECOLAB INC | 16K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 151K | $1M+ | SH |
| WTS | WATTS WATER TECHNOLOGIES INC | 15K | $1M+ | SH |
| BSY | BENTLEY SYS INC | 106K | $1M+ | SH |
| JHHY | JOHN HANCOCK EXCHANGE TRADED | 156K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 70K | $1M+ | SH |
| IJK | ISHARES TR | 41K | $1M+ | SH |
| SHEL | SHELL PLC | 54K | $1M+ | SH |
| T | AT&T INC | 160K | $1M+ | SH |
| MCO | MOODYS CORP | 8K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 11K | $1M+ | SH |
| GSK | GSK PLC | 80K | $1M+ | SH |
| INFL | LISTED FDS TR | 88K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 141K | $1M+ | SH |
| UL | UNILEVER PLC | 59K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 67K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 71K | $1M+ | SH |
| AOHY | ANGEL OAK FUNDS TRUST | 346K | $1M+ | SH |
| RIO | RIO TINTO PLC | 48K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 8K | $1M+ | SH |
| HMC | HONDA MOTOR LTD | 129K | $1M+ | SH |
| IDV | ISHARES TR | 96K | $1M+ | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 42K | $1M+ | SH |
| SNY | SANOFI SA | 78K | $1M+ | SH |
| PAYX | PAYCHEX INC | 33K | $1M+ | SH |