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 401–450 of 1,179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INTC | INTEL CORP | 65K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 20K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 29K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 20K | $1M+ | SH |
| LSTR | LANDSTAR SYS INC | 16K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 5K | $1M+ | SH |
| KAI | KADANT INC | 8K | $1M+ | SH |
| SOXX | ISHARES TR | 8K | $1M+ | SH |
| DOCT | FIRST TR EXCHNG TRADED FD VI | 52K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 52K | $1M+ | SH |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 19K | $1M+ | SH |
| EQIX | EQUINIX INC | 3K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 30K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 14K | $1M+ | SH |
| EME | EMCOR GROUP INC | 4K | $1M+ | SH |
| FHB | FIRST HAWAIIAN INC | 90K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 7K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 45K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 14K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 105K | $1M+ | SH |
| HLNE | HAMILTON LANE INC | 17K | $1M+ | SH |
| USMV | ISHARES TR | 23K | $1M+ | SH |
| DASH | DOORDASH INC | 10K | $1M+ | SH |
| MSCI | MSCI INC | 4K | $1M+ | SH |
| CI | THE CIGNA GROUP | 8K | $1M+ | SH |
| DB | DEUTSCHE BANK A G | 55K | $1M+ | SH |
| DCI | DONALDSON INC | 24K | $1M+ | SH |
| AMLP | ALPS ETF TR | 45K | $1M+ | SH |
| DSI | ISHARES TR | 16K | $1M+ | SH |
| HSY | HERSHEY CO | 12K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 70K | $1M+ | SH |
| IUSV | ISHARES TR | 20K | $1M+ | SH |
| B | BARRICK MNG CORP | 48K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 11K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| DHI | D R HORTON INC | 14K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 10K | $1M+ | SH |
| DNL | WISDOMTREE TR | 50K | $1M+ | SH |
| FROG | JFROG LTD | 33K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 21K | $1M+ | SH |
| CHH | CHOICE HOTELS INTL INC | 21K | $1M+ | SH |
| MLN | VANECK ETF TRUST | 116K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 6K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 25K | $1M+ | SH |
| GWW | WW GRAINGER INC | 2K | $1M+ | SH |
| BANF | BANCFIRST CORP | 19K | $1M+ | SH |
| MLI | MUELLER INDS INC | 17K | $1M+ | SH |
| USB | US BANCORP DEL | 37K | $1M+ | SH |
| HDB | HDFC BANK LTD | 53K | $1M+ | SH |