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 21 of 47
SLR Investment Corp.
SLRC|83413U100
Shares:
91795(-27.6%)
Value:
$1.5B(-24.5%)
316188309
316188309
Shares:
33872(-12.7%)
Value:
$1.5B(-11.2%)
464286525
ACWV|464286525
Shares:
13266(+0.0%)
Value:
$1.5B(+6.6%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
13965(+71.2%)
Value:
$1.5B(+51.5%)
78464A854
SPLG|78464A854
Shares:
23254(+46.2%)
Value:
$1.5B(+39.5%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
33612(-12.4%)
Value:
$1.5B(-0.7%)
Cheniere Energy, Inc.
LNG|16411R208
Shares:
6564(-5.8%)
Value:
$1.5B(+1.4%)
315948109
315948109
Shares:
21033(+1.8%)
Value:
$1.5B(-10.2%)
33734H106
33734H106
Shares:
33521(-29.4%)
Value:
$1.5B(-27.9%)
Walt Disney Co
DIS|254687106
Shares:
15081(-4.0%)
Value:
$1.5B(-14.9%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
4188(-2.3%)
Value:
$1.5B(+0.7%)
GE Vernova Inc.
GEV|36828A101
Shares:
4828(+68.0%)
Value:
$1.5B(+56.0%)
81369Y407
81369Y407
Shares:
7404(-1.5%)
Value:
$1.5B(-13.3%)
33737J174
33737J174
Shares:
24943(-0.9%)
Value:
$1.5B(+6.7%)
SIMON PROPERTY GROUP INC /DE/
SPG|828806109
Shares:
8546(-11.4%)
Value:
$1.4B(-14.6%)
464287622
IWB|464287622
Shares:
4599(-1.1%)
Value:
$1.4B(-5.8%)
CITIGROUP INC
C|172967424
Shares:
19726(+8.9%)
Value:
$1.4B(+9.8%)
78464A847
78464A847
Shares:
27226(+1.5%)
Value:
$1.4B(-5.0%)
Workday, Inc.
WDAY|98138H101
Shares:
5966(-14.2%)
Value:
$1.4B(-22.3%)
MSCI Inc.
MSCI|55354G100
Shares:
2458(-17.4%)
Value:
$1.4B(-22.1%)