Newedge Wealth, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Newedge Wealth, LLC
Data Enrichment
81% identified
750 identified180 unidentified

Holdings

930 positions
Manager:
Search and click to pin securities to the top
Page 33 of 47
464287648
Shares:
2015(-36.4%)
Value:
$514.9M(-43.5%)
Preferred Bank
Shares:
6125(+17.9%)
Value:
$512.4M(+14.2%)
45409B560
Shares:
18604(-13.4%)
Value:
$512.0M(-8.5%)
MERCADOLIBRE INC
Shares:
259(-5.8%)
Value:
$505.3M(+8.1%)
CARLISLE COMPANIES INC
Shares:
1480(+2.0%)
Value:
$503.9M(-5.8%)
KB HOME
Shares:
8650(-5.2%)
Value:
$502.7M(-16.1%)
33739P103
Shares:
7801(-13.1%)
Value:
$499.9M(-15.4%)
33739E108
Shares:
28324(-34.0%)
Value:
$498.2M(-34.5%)
389930207
Shares:
13630(-15.8%)
Value:
$497.4M(-26.6%)
922042866
Shares:
6852(+0.2%)
Value:
$496.5M(+2.3%)
74347B680
Shares:
6150(+70.8%)
Value:
$496.0M(+70.8%)
Avery Dennison Corp
Shares:
2786(+23.4%)
Value:
$495.8M(+17.4%)
067901108
Shares:
25393(+5.7%)
Value:
$493.6M(+32.6%)
03073E105
Shares:
1762(+28.3%)
Value:
$490.0M(+58.8%)
092528603
Shares:
9269(+6.2%)
Value:
$485.5M(+6.9%)
78463X541
Shares:
9069(+0.0%)
Value:
$482.9M(+7.0%)
Samsara Inc.
Shares:
12581(+7.4%)
Value:
$482.2M(-5.8%)
UGI CORP /PA/
Shares:
14570
Value:
$481.8M
Lazard, Inc.
Shares:
11052(-1.2%)
Value:
$478.6M(-16.9%)
COPART INC
Shares:
8452(-21.6%)
Value:
$478.3M(-22.7%)