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 40 of 47
33740U885
Shares:
7009(+0.0%)
Value:
$286.6M(-1.0%)
STAG Industrial, Inc.
Shares:
7880
Value:
$284.6M
33734X846
Shares:
4509(+18.4%)
Value:
$284.1M(+17.5%)
Evercore Inc.
Shares:
1416(-22.8%)
Value:
$282.8M(-44.4%)
ADAMS DIVERSIFIED EQUITY FUND, INC.
Shares:
14813(+0.0%)
Value:
$281.3M(-6.0%)
921932885
Shares:
2826(+0.0%)
Value:
$278.9M(-6.4%)
37954Y715
Shares:
9756(-0.6%)
Value:
$277.7M(-11.5%)
CUMMINS INC
Shares:
881(+17.0%)
Value:
$276.2M(+5.2%)
VEEVA SYSTEMS INC
Shares:
1182(-4.2%)
Value:
$273.8M(+5.5%)
XCEL ENERGY INC
Shares:
3856(+1.6%)
Value:
$273.0M(+6.5%)
78464A698
Shares:
4794
Value:
$272.6M
ATMOS ENERGY CORP
Shares:
1762(+4.4%)
Value:
$272.4M(+15.8%)
Cboe Global Markets, Inc.
Shares:
1197(-9.2%)
Value:
$270.9M(+5.2%)
CENTERPOINT ENERGY INC
Shares:
7466(+12.4%)
Value:
$270.5M(+28.4%)
KROGER CO
Shares:
3993(+11.8%)
Value:
$270.3M(+23.7%)
Hub Group, Inc.
Shares:
7253(-25.1%)
Value:
$269.6M(-37.5%)
VALERO ENERGY CORP/TX
Shares:
2038(-9.7%)
Value:
$269.2M(-2.7%)
92189H607
Shares:
1024
Value:
$268.4M
Waste Connections, Inc.
Shares:
1368(-3.9%)
Value:
$266.9M(+9.2%)
33735K108
Shares:
2029(+0.0%)
Value:
$266.6M(-5.0%)