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 4 of 47
922908363
Shares:
46812(+45.0%)
Value:
$24.1B(+38.3%)
92206C813
Shares:
315226(+2.0%)
Value:
$23.9B(+3.6%)
92206C409
Shares:
300459(-17.6%)
Value:
$23.7B(-16.6%)
464287226
Shares:
233907(+39.6%)
Value:
$23.1B(+42.5%)
PENN Entertainment, Inc.
Shares:
1412939(-5.4%)
Value:
$23.0B(-22.2%)
NRG ENERGY, INC.
Shares:
240028
Value:
$22.9B
LOCKHEED MARTIN CORP
Shares:
49506(+5.5%)
Value:
$22.1B(-3.1%)
BERKSHIRE HATHAWAY INC
Shares:
41046(+1.7%)
Value:
$21.9B(+19.5%)
Ingredion Inc
Shares:
156836(+5.5%)
Value:
$21.2B(+3.7%)
922908637
Shares:
81725(+39.6%)
Value:
$21.0B(+33.1%)
COCA COLA CO
Shares:
289697(+6.5%)
Value:
$20.7B(+22.5%)
921908844
Shares:
105898(-23.3%)
Value:
$20.5B(-24.0%)
COSTCO WHOLESALE CORP /NEW
Shares:
21262(-2.1%)
Value:
$20.1B(+1.0%)
921937827
Shares:
249470(+35.2%)
Value:
$19.5B(+37.0%)
922042858
Shares:
426865(-0.8%)
Value:
$19.3B(+1.9%)
Okta, Inc.
Shares:
180801(-35.1%)
Value:
$19.0B(-13.3%)
03463K737
Shares:
2133721(+3.6%)
Value:
$18.5B(+5.4%)
CF Industries Holdings, Inc.
Shares:
234338(+3.3%)
Value:
$18.3B(-5.4%)
SentinelOne, Inc.
Shares:
992440(+16.6%)
Value:
$18.0B(-4.5%)
CONOCOPHILLIPS
Shares:
169445(+0.9%)
Value:
$17.8B(+6.9%)