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 15 of 47
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
25339(+8.7%)
Value:
$2.8B(-5.1%)
DOMINION ENERGY, INC
D|25746U109
Shares:
49704(+8.5%)
Value:
$2.8B(+13.0%)
EXPONENT INC
EXPO|30214U102
Shares:
34318(+12.8%)
Value:
$2.8B(+2.6%)
GRACO INC
GGG|384109104
Shares:
33263(-2.4%)
Value:
$2.8B(-3.4%)
MOODYS CORP /DE/
MCO|615369105
Shares:
5961(-2.9%)
Value:
$2.8B(-4.5%)
SiteOne Landscape Supply, Inc.
SITE|82982L103
Shares:
22772(+17.8%)
Value:
$2.8B(+8.5%)
CHIPOTLE MEXICAN GRILL INC
CMG|169656105
Shares:
54842(-3.5%)
Value:
$2.8B(-19.7%)
Shell plc
SHEL|780259305
Shares:
37292(+8.4%)
Value:
$2.7B(+26.8%)
33738R506
33738R506
Shares:
46107(-1.7%)
Value:
$2.7B(-2.7%)
PFIZER INC
PFE|717081103
Shares:
105614(+0.1%)
Value:
$2.7B(-4.4%)
Energy Transfer LP
ET|29273V100
Shares:
142840(+87.5%)
Value:
$2.7B(+77.9%)
Medtronic plc
MDT|G5960L103
Shares:
29382(+0.6%)
Value:
$2.6B(+13.1%)
KKR & Co. Inc.
KKR|48251W104
Shares:
22837(+45.4%)
Value:
$2.6B(+13.6%)
FAIR ISAAC CORP
FICO|303250104
Shares:
1430(-12.7%)
Value:
$2.6B(-19.1%)
MARTIN MARIETTA MATERIALS INC
MLM|573284106
Shares:
5446(+0.4%)
Value:
$2.6B(-7.0%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
11959(-8.2%)
Value:
$2.6B(+8.9%)
464288877
464288877
Shares:
44067(-0.4%)
Value:
$2.6B(+11.9%)
DIAGEO PLC
DEO|25243Q205
Shares:
24657(+19.4%)
Value:
$2.6B(-1.6%)
Sony Group Corp
SONY|835699307
Shares:
101421(-1.1%)
Value:
$2.6B(+18.7%)
Cigna Group
CI|125523100
Shares:
7815(-2.9%)
Value:
$2.6B(+15.7%)