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 351–400 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | 16K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 11K | $1M+ | SH |
| OLED | UNIVERSAL DISPLAY CORP | 25K | $1M+ | SH |
| EEM | ISHARES TR | 53K | $1M+ | SH |
| PLD | PROLOGIS INC. | 22K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 109K | $1M+ | SH |
| SRE | SEMPRA | 32K | $1M+ | SH |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 28K | $1M+ | SH |
| HDV | ISHARES TR | 23K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 58K | $1M+ | SH |
| IBP | INSTALLED BLDG PRODS INC | 11K | $1M+ | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 12K | $1M+ | SH |
| BHVN | BIOHAVEN LTD | 247K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 43K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 29K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 16K | $1M+ | SH |
| SUB | ISHARES TR | 26K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 12K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 11K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 11K | $1M+ | SH |
| RLI | RLI CORP | 42K | $1M+ | SH |
| PFE | PFIZER INC | 108K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 19K | $1M+ | SH |
| ROST | ROSS STORES INC | 15K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 48K | $1M+ | SH |
| BP | BP PLC | 76K | $1M+ | SH |
| TTE | TOTALENERGIES SE | 40K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 130K | $1M+ | SH |
| DE | DEERE & CO | 6K | $1M+ | SH |
| IDCC | INTERDIGITAL INC | 8K | $1M+ | SH |
| TRGP | TARGA RES CORP | 14K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 16K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| WDAY | WORKDAY INC | 12K | $1M+ | SH |
| SSO | PROSHARES TR | 45K | $1M+ | SH |
| LYG | LLOYDS BANKING GROUP PLC | 484K | $1M+ | SH |
| LCII | LCI INDS | 21K | $1M+ | SH |
| IUSG | ISHARES TR | 15K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 51K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| PHG | KONINKLIJKE PHILIPS N V | 94K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 50K | $1M+ | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 30K | $1M+ | SH |
| GGG | GRACO INC | 30K | $1M+ | SH |
| POOL | POOL CORP | 11K | $1M+ | SH |
| NYF | ISHARES TR | 46K | $1M+ | SH |
| MEDP | MEDPACE HLDGS INC | 4K | $1M+ | SH |
| AGX | ARGAN INC | 8K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 20K | $1M+ | SH |
| MCK | MCKESSON CORP | 3K | $1M+ | SH |