Newedge Wealth, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
750 identified180 unidentified

Holdings

930 positions
Manager:
SEC
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Page 41 of 47
SUN LIFE FINANCIAL INC
SLF|866796105
Shares:
4639(+0.5%)
Value:
$265.6M(-3.1%)
Kenvue Inc.
KVUE|49177J102
Shares:
10984(-2.7%)
Value:
$263.4M(+9.3%)
Bitwise Bitcoin ETF
BITB|09174C104
Shares:
5854(-8.7%)
Value:
$262.7M(-19.4%)
69374H709
69374H709
Shares:
7050(+0.0%)
Value:
$260.7M(+9.6%)
25434V716
25434V716
Shares:
7205
Value:
$258.0M
664925708
664925708
Shares:
16751(+0.0%)
Value:
$257.0M(+3.2%)
808524755
FNDF|808524755
Shares:
6994(-42.6%)
Value:
$252.8M(-37.5%)
Vulcan Materials CO
VMC|929160109
Shares:
1080(+6.5%)
Value:
$252.0M(-3.4%)
AGREE REALTY CORP
ADC|008492100
Shares:
3261(-4.4%)
Value:
$251.7M(+4.8%)
33740F714
33740F714
Shares:
5989(+0.0%)
Value:
$251.4M(-3.0%)
464288513
464288513
Shares:
3180(-23.9%)
Value:
$250.9M(-23.7%)
Kraft Heinz Co
KHC|500754106
Shares:
8193(+15.6%)
Value:
$249.3M(+14.6%)
Xylem Inc.
XYL|98419M100
Shares:
2086(-23.4%)
Value:
$249.2M(-21.1%)
Nuveen AMT-Free Municipal Credit Income Fund
NVG|67071L106
Shares:
20000
Value:
$247.6M
Dynatrace, Inc.
DT|268150109
Shares:
5246(-37.4%)
Value:
$247.3M(-45.7%)
DR REDDYS LABORATORIES LTD
RDY|256135203
Shares:
18747(+17.7%)
Value:
$247.3M(-1.6%)
ON SEMICONDUCTOR CORP
ON|682189105
Shares:
6076(+5.2%)
Value:
$247.2M(-32.1%)
HEALTHPEAK PROPERTIES, INC.
DOC|42250P103
Shares:
12159(+20.5%)
Value:
$245.8M(+20.2%)
Brookfield Asset Management Ltd.
BAM.TO|113004105
Shares:
5057(+0.3%)
Value:
$245.0M(-10.3%)
COMMVAULT SYSTEMS INC
CVLT|204166102
Shares:
1549(-26.2%)
Value:
$244.4M(-22.9%)