Newedge Wealth, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
930
Total Value
5414135388
Accession Number
0001580642-25-003038
Form Type
13F-HR
CIK
0001861796
Manager Name
Newedge Wealth, LLC
Data Enrichment
81% identified
750 identified180 unidentified

Holdings

930 positions
Manager:
SEC
Search and click to pin securities to the top
Page 12 of 47
BHP Group Ltd
BHP|088606108
Shares:
82842(+82.3%)
Value:
$4.0B(+81.3%)
UNITED RENTALS, INC.
URI|911363109
Shares:
6401(-5.6%)
Value:
$4.0B(-16.0%)
NOVO NORDISK A S
NVO|670100205
Shares:
57661(+41.4%)
Value:
$4.0B(+14.2%)
Allegion plc
ALLE|G0176J109
Shares:
30569(+0.6%)
Value:
$4.0B(+0.5%)
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
LDP|19248C105
Shares:
194582(+27.2%)
Value:
$4.0B(+28.2%)
FTI CONSULTING, INC
FCN|302941109
Shares:
23524(-4.1%)
Value:
$3.9B(-17.7%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
9032(-24.9%)
Value:
$3.8B(-25.9%)
BP PLC
BP|055622104
Shares:
111891(+31.6%)
Value:
$3.8B(+50.5%)
CHEMED CORP
CHE|16359R103
Shares:
6110(+4.6%)
Value:
$3.8B(+21.5%)
SAP SE
SAP|803054204
Shares:
13879(-21.0%)
Value:
$3.7B(-13.9%)
464288158
464288158
Shares:
35280(-4.4%)
Value:
$3.7B(-4.3%)
NORFOLK SOUTHERN CORP
NSC|655844108
Shares:
15622(-0.8%)
Value:
$3.7B(+0.1%)
464287655
IWM|464287655
Shares:
18406(-15.8%)
Value:
$3.7B(-24.0%)
Ollie's Bargain Outlet Holdings, Inc.
OLLI|681116109
Shares:
31550(-3.0%)
Value:
$3.7B(+2.8%)
Blue Owl Capital Corp
OBDC|69121K104
Shares:
250208(+133.2%)
Value:
$3.7B(+126.1%)
CORNING INC /NY
GLW|219350105
Shares:
79668(+138.3%)
Value:
$3.6B(+129.5%)
464287101
464287101
Shares:
13415(-18.2%)
Value:
$3.6B(-23.3%)
KB Financial Group Inc.
KB|48241A105
Shares:
66812(+14.5%)
Value:
$3.6B(+8.9%)
92189F536
92189F536
Shares:
201222(-6.8%)
Value:
$3.5B(-9.3%)
74347R107
74347R107
Shares:
42166
Value:
$3.5B