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 39 of 47
464288273
Shares:
4830(+0.0%)
Value:
$306.9M(+4.6%)
464288646
Shares:
5845(+1.1%)
Value:
$306.1M(+2.4%)
33734X192
Shares:
2869(+8.9%)
Value:
$293.3M(-6.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.1K | QoQ +6.36% (+243)YoY -9.40% (-422) | All Managers (Combined) | $316.6K | ||
8.4K | All Managers (Combined) | $312.9K | |||
714 | QoQ NEW(+714) YoY NEW(+714) | All Managers (Combined) | $310.6K | QoQ NEW(+$310.6K) YoY NEW(+$310.6K) | |
5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $310.5K | YoY NEW(+$310.5K) | |
8.6K | All Managers (Combined) | $307.2K | |||
(cusip464288273)✕ | 4.8K | QoQ 0.00% (+0) | All Managers (Combined) | $306.9K | |
(cusip464288646)✕ | 5.8K | All Managers (Combined) | $306.1K | ||
4.1K | YoY NEW(+4.1K) | All Managers (Combined) | $305.7K | YoY NEW(+$305.7K) | |
27.1K | QoQ 0.00% (-0)YoY NEW(+27.1K) | All Managers (Combined) | $304.6K | YoY NEW(+$304.6K) | |
2.0K | YoY +0.29% (+6) | All Managers (Combined) | $300.2K | ||
2.2K | YoY NEW(+2.2K) | All Managers (Combined) | $299.2K | YoY NEW(+$299.2K) | |
703 | QoQ +13.75% (+85)YoY +15.24% (+93) | All Managers (Combined) | $295.2K | ||
8.9K | QoQ -0.30% (-27)YoY NEW(+8.9K) | All Managers (Combined) | $294.7K | YoY NEW(+$294.7K) | |
2.5K | All Managers (Combined) | $294.6K | |||
Unum Group(UNMcusip91529Y106) | 3.6K | QoQ -3.98% (-150)YoY NEW(+3.6K) | All Managers (Combined) | $294.3K | YoY NEW(+$294.3K) |
(cusip33734X192)✕ | 2.9K | QoQ +8.88% (-234)YoY NEW(+2.9K) | All Managers (Combined) | $293.3K | YoY NEW(+$293.3K) |
Nisource Inc.(NIcusip65473P105) | 7.2K | YoY NEW(+7.2K) | All Managers (Combined) | $290.4K | YoY NEW(+$290.4K) |
14.4K | QoQ NEW(+14.4K) YoY NEW(+14.4K) | All Managers (Combined) | $288.6K | QoQ NEW(+$288.6K) YoY NEW(+$288.6K) | |
8.3K | QoQ NEW(+8.3K) | All Managers (Combined) | $288.3K | QoQ NEW(+$288.3K) | |
1.8K | QoQ NEW(+1.8K) | All Managers (Combined) | $287.0K | QoQ NEW(+$287.0K) |