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 34 of 47
78464A722
Shares:
10839
Value:
$474.7M
07725L102
Shares:
1683(+1.2%)
Value:
$458.1M(+49.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.2K | QoQ NEW(+11.2K) YoY NEW(+11.2K) | All Managers (Combined) | $474.8K | QoQ NEW(+$474.8K) YoY NEW(+$474.8K) | |
(cusip78464A722)✕ | 10.8K | QoQ NEW(+10.8K) YoY NEW(+10.8K) | All Managers (Combined) | $474.7K | QoQ NEW(+$474.7K) YoY NEW(+$474.7K) |
M/I Homes, Inc.(MHOcusip55305B101) | 4.1K | YoY NEW(+4.1K) | All Managers (Combined) | $473.7K | YoY NEW(+$473.7K) |
115.7K | QoQ NEW(+115.7K) | All Managers (Combined) | $469.7K | QoQ NEW(+$469.7K) | |
Insulet Corp(PODDcusip45784P101) | 1.8K | QoQ -1.28% (-23)YoY NEW(+1.8K) | All Managers (Combined) | $463.8K | YoY NEW(+$463.8K) |
2.1K | All Managers (Combined) | $461.9K | |||
25.6K | All Managers (Combined) | $461.7K | |||
Dorian Lpg Ltd.(LPGcusipY2106R110) | 20.6K | YoY NEW(+20.6K) | All Managers (Combined) | $461.0K | YoY NEW(+$461.0K) |
5.3K | YoY NEW(+5.3K) | All Managers (Combined) | $460.8K | YoY NEW(+$460.8K) | |
Dover Corp(DOVcusip260003108) | 2.6K | YoY NEW(+2.6K) | All Managers (Combined) | $460.5K | YoY NEW(+$460.5K) |
2.1K | QoQ +0.77% (+16) | All Managers (Combined) | $460.3K | ||
4.6K | All Managers (Combined) | $459.9K | |||
12.4K | YoY NEW(+12.4K) | All Managers (Combined) | $458.2K | YoY NEW(+$458.2K) | |
(cusip07725L102)✕ | 1.7K | All Managers (Combined) | $458.1K | ||
15.3K | YoY NEW(+15.3K) | All Managers (Combined) | $457.2K | YoY NEW(+$457.2K) | |
8.9K | QoQ +0.01% (-1)YoY NEW(+8.9K) | All Managers (Combined) | $454.5K | YoY NEW(+$454.5K) | |
20.2K | All Managers (Combined) | $452.3K | |||
2.7K | All Managers (Combined) | $451.8K | |||
97 | QoQ +3.19% (-3)YoY +49.23% (+32) | All Managers (Combined) | $446.9K | ||
13.5K | All Managers (Combined) | $444.3K |