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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808524201
SCHX|808524201
Shares:
40222
Value:
$888.1M
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
4914(+9.4%)
Value:
$881.1M(+10.0%)
46137V142
46137V142
Shares:
13385(-14.7%)
Value:
$863.6M(-16.3%)
abrdn Silver ETF Trust
SIVR|003264108
Shares:
26500
Value:
$861.5M
Provident Bancorp, Inc. /MD/
PVBC|74383L105
Shares:
74614(-2.2%)
Value:
$856.6M(-1.5%)
EQT Corp
EQT|26884L109
Shares:
16024(+11.2%)
Value:
$856.2M(+28.9%)
HUBSPOT INC
HUBS|443573100
Shares:
1494(+3.4%)
Value:
$853.4M(-15.2%)
MUELLER INDUSTRIES INC
MLI|624756102
Shares:
11195(+17.3%)
Value:
$852.4M(+12.5%)
DOCUSIGN, INC.
DOCU|256163106
Shares:
10309(-5.3%)
Value:
$839.2M(-14.3%)
CADENCE DESIGN SYSTEMS INC
CDNS|127387108
Shares:
3299(-96.7%)
Value:
$839.0M(-97.2%)
Enact Holdings, Inc.
ACT|29249E109
Shares:
23994(+22.4%)
Value:
$833.8M(+31.4%)
WEC ENERGY GROUP, INC.
WEC|92939U106
Shares:
7602(-4.2%)
Value:
$828.5M(+11.0%)
BOEING CO
BA|097023105
Shares:
4836(-3.5%)
Value:
$824.8M(-7.0%)
ING GROEP NV
ING|456837103
Shares:
41897(-0.8%)
Value:
$820.8M(+24.0%)
INTEL CORP
INTC|458140100
Shares:
36117(+34.7%)
Value:
$820.2M(+52.5%)
949746804
949746804
Shares:
683(+1.5%)
Value:
$820.1M(+2.0%)
464289438
464289438
Shares:
3887(-2.1%)
Value:
$819.9M(-12.3%)
FEDEX CORP
FDX|31428X106
Shares:
3347(+12.8%)
Value:
$816.0M(-2.3%)
025072307
025072307
Shares:
8708(+205.0%)
Value:
$815.7M(+186.5%)
922908595
VBK|922908595
Shares:
3209(+0.5%)
Value:
$807.8M(-9.6%)