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 21 of 47
316188309
Shares:
33872(-12.7%)
Value:
$1.5B(-11.2%)
315948109
Shares:
21033(+1.8%)
Value:
$1.5B(-10.2%)
33734H106
Shares:
33521(-29.4%)
Value:
$1.5B(-27.9%)
81369Y407
Shares:
7404(-1.5%)
Value:
$1.5B(-13.3%)
33737J174
Shares:
24943(-0.9%)
Value:
$1.5B(+6.7%)
78464A847
Shares:
27226(+1.5%)
Value:
$1.4B(-5.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
91.8K | All Managers (Combined) | $1.5M | |||
(cusip316188309)✕ | 33.9K | YoY NEW(+33.9K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
13.3K | QoQ 0.00% (+0)YoY -2.42% (-329) | All Managers (Combined) | $1.5M | ||
14.0K | All Managers (Combined) | $1.5M | |||
23.3K | YoY NEW(+23.3K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
33.6K | All Managers (Combined) | $1.5M | |||
6.6K | All Managers (Combined) | $1.5M | |||
(cusip315948109)✕ | 21.0K | QoQ +1.82% (-376)YoY NEW(+21.0K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
(cusip33734H106)✕ | 33.5K | All Managers (Combined) | $1.5M | ||
Walt Disney Co(DIScusip254687106) | 15.1K | All Managers (Combined) | $1.5M | ||
4.2K | QoQ -2.28% (-98)YoY +3.50% (+142) | All Managers (Combined) | $1.5M | ||
Ge Vernova Inc.(GEVcusip36828A101) | 4.8K | All Managers (Combined) | $1.5M | ||
(cusip81369Y407)✕ | 7.4K | All Managers (Combined) | $1.5M | ||
(cusip33737J174)✕ | 24.9K | All Managers (Combined) | $1.5M | ||
8.5K | All Managers (Combined) | $1.4M | |||
4.6K | QoQ -1.09% (-51)YoY -0.04% (-2) | All Managers (Combined) | $1.4M | ||
Citigroup Inc(Ccusip172967424) | 19.7K | All Managers (Combined) | $1.4M | ||
(cusip78464A847)✕ | 27.2K | QoQ +1.51% (-405)YoY NEW(+27.2K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
Workday, Inc.(WDAYcusip98138H101) | 6.0K | All Managers (Combined) | $1.4M | ||
2.5K | All Managers (Combined) | $1.4M |