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
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Page 18 of 47
SEMPRA
SRE|816851109
Shares:
30574(-6.0%)
Value:
$2.2B(-23.6%)
Hewlett Packard Enterprise Co
HPE|42824C109
Shares:
140888(+3.7%)
Value:
$2.2B(-25.1%)
33733E823
33733E823
Shares:
71975(+31.8%)
Value:
$2.1B(+24.9%)
EQUINIX INC
EQIX|29444U700
Shares:
2598(-33.3%)
Value:
$2.1B(-42.3%)
S&P Global Inc.
SPGI|78409V104
Shares:
4012(+0.3%)
Value:
$2.0B(+2.4%)
LCI INDUSTRIES
LCII|50189K103
Shares:
23280(+6.5%)
Value:
$2.0B(-10.0%)
AMPHENOL CORP /DE/
APH|032095101
Shares:
31012(+8.7%)
Value:
$2.0B(+2.6%)
CATERPILLAR INC
CAT|149123101
Shares:
6128(-4.4%)
Value:
$2.0B(-13.1%)
00162Q452
00162Q452
Shares:
38695(+295.0%)
Value:
$2.0B(+326.1%)
464287150
ITOT|464287150
Shares:
16415(+4.0%)
Value:
$2.0B(-1.3%)
PENNANTPARK INVESTMENT CORP
PNNT|708062104
Shares:
281957(-1.7%)
Value:
$2.0B(-2.4%)
Clearwater Analytics Holdings, Inc.
CWAN|185123106
Shares:
72430(-3.9%)
Value:
$1.9B(-6.4%)
RLI CORP
RLI|749607107
Shares:
24146(+91.4%)
Value:
$1.9B(-6.7%)
RIO TINTO PLC
RIO|767204100
Shares:
32144(+32.3%)
Value:
$1.9B(+35.1%)
HORTON D R INC /DE/
DHI|23331A109
Shares:
14978(-6.0%)
Value:
$1.9B(-14.5%)
78463X889
SPDW|78463X889
Shares:
51833(-10.6%)
Value:
$1.9B(-4.6%)
33740F672
33740F672
Shares:
48542(+0.0%)
Value:
$1.9B(-2.6%)
464288570
464288570
Shares:
18100(-0.5%)
Value:
$1.9B(-7.6%)
46641Q647
46641Q647
Shares:
36988(-6.5%)
Value:
$1.8B(-6.8%)
Sanofi
SNY|80105N105
Shares:
33224(+1.3%)
Value:
$1.8B(+16.5%)