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 29 of 47
Nu Holdings Ltd.
NU|G6683N103
Shares:
64030(-10.1%)
Value:
$655.7M(-11.2%)
GARTNER INC
IT|366651107
Shares:
1559(-36.3%)
Value:
$654.4M(-44.8%)
DEXCOM INC
DXCM|252131107
Shares:
9577(+87.4%)
Value:
$654.0M(+64.6%)
78468R853
78468R853
Shares:
16002(-49.8%)
Value:
$652.2M(-54.5%)
Marvell Technology, Inc.
MRVL|573874104
Shares:
10578(+2.2%)
Value:
$651.3M(-43.0%)
TARGET CORP
TGT|87612E106
Shares:
6228(+2.8%)
Value:
$649.9M(-20.7%)
FISERV INC
FI|337738108
Shares:
2941(-3.1%)
Value:
$649.5M(+4.2%)
97717W307
DLN|97717W307
Shares:
8180(-1.6%)
Value:
$649.2M(+0.4%)
NEWMARKET CORP
NEU|651587107
Shares:
1144(+13.2%)
Value:
$647.8M(+21.3%)
Snowflake Inc.
SNOW|833445109
Shares:
4430(-24.4%)
Value:
$647.4M(-28.4%)
Johnson Controls International plc
JCI|G51502105
Shares:
8056(-4.7%)
Value:
$645.4M(-3.3%)
CNO Financial Group, Inc.
CNO|12621E103
Shares:
15350(-7.8%)
Value:
$639.3M(+3.2%)
464287630
IWN|464287630
Shares:
4214(-35.4%)
Value:
$636.2M(-40.5%)
BlackRock Health Sciences Term Trust
BMEZ|09260E105
Shares:
42690(+0.0%)
Value:
$636.1M(+3.5%)
060505682
060505682
Shares:
512(-1.5%)
Value:
$632.1M(-0.3%)
33737J158
33737J158
Shares:
11519(-5.7%)
Value:
$631.4M(+0.0%)
COSTAR GROUP, INC.
CSGP|22160N109
Shares:
7963(-17.8%)
Value:
$630.9M(-9.1%)
QUALYS, INC.
QLYS|74758T303
Shares:
4998(+1.8%)
Value:
$629.4M(-8.6%)
33738R704
33738R704
Shares:
9184(+0.0%)
Value:
$626.4M(-11.5%)
FEDERAL REALTY INVESTMENT TRUST
FRT|313745101
Shares:
6382(+0.2%)
Value:
$624.3M(-12.5%)