Newedge Wealth, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified750 identified180 unidentified
Holdings
930 positions
Manager:
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Page 20 of 47
37954Y764
Shares:
38034(+3.4%)
Value:
$1.6B(-0.9%)
33738R118
Shares:
22210(-9.9%)
Value:
$1.6B(-15.5%)
464287523
Shares:
8288(-42.4%)
Value:
$1.6B(-49.7%)
33733E203
Shares:
9161(-4.1%)
Value:
$1.6B(-1.9%)
33740U208
Shares:
32546(+0.1%)
Value:
$1.6B(-2.6%)
921932828
Shares:
16051(+0.0%)
Value:
$1.5B(-9.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
38.7K | All Managers (Combined) | $1.7M | |||
Trade Desk, Inc.(TTDcusip88339J105) | 30.6K | All Managers (Combined) | $1.7M | ||
248.0K | All Managers (Combined) | $1.7M | |||
Donaldson Co Inc(DCIcusip257651109) | 24.8K | All Managers (Combined) | $1.7M | ||
Realty Income Corp(Ocusip756109104) | 28.6K | All Managers (Combined) | $1.7M | ||
67.3K | YoY NEW(+67.3K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) | |
(cusip37954Y764)✕ | 38.0K | YoY NEW(+38.0K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
(cusip33738R118)✕ | 22.2K | All Managers (Combined) | $1.6M | ||
3.4K | All Managers (Combined) | $1.6M | |||
23.3K | QoQ +3.65% (+820)YoY NEW(+23.3K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
9.4K | QoQ -5.85% (-584)YoY +0.70% (-66) | All Managers (Combined) | $1.6M | ||
26.5K | All Managers (Combined) | $1.6M | |||
421.0K | All Managers (Combined) | $1.6M | |||
62.5K | QoQ +1.16% (+722)YoY +1.57% (-971) | All Managers (Combined) | $1.6M | ||
General Motors Co(GMcusip37045V100) | 33.6K | All Managers (Combined) | $1.6M | ||
(cusip464287523)✕ | 8.3K | All Managers (Combined) | $1.6M | ||
(cusip33733E203)✕ | 9.2K | All Managers (Combined) | $1.6M | ||
12.6K | All Managers (Combined) | $1.6M | |||
(cusip33740U208)✕ | 32.5K | QoQ +0.15% (-50)YoY NEW(+32.5K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
(cusip921932828)✕ | 16.1K | All Managers (Combined) | $1.5M |