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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464287606
IJK|464287606
Shares:
2933(+24.1%)
Value:
$244.3M(+13.7%)
Zscaler, Inc.
ZS|98980G102
Shares:
1231(-84.2%)
Value:
$244.3M(-82.7%)
25434V203
25434V203
Shares:
7820(-23.8%)
Value:
$244.2M(-18.4%)
POSCO HOLDINGS INC.
PKX|693483109
Shares:
5123
Value:
$243.5M
69007J304
69007J304
Shares:
15081
Value:
$243.4M
316092782
316092782
Shares:
4065(+0.0%)
Value:
$242.2M(-3.1%)
MPLX LP
MPLX|55336V100
Shares:
4517
Value:
$241.8M
OLD REPUBLIC INTERNATIONAL CORP
ORI|680223104
Shares:
6156
Value:
$241.4M
Cohen & Steers Select Preferred & Income Fund, Inc.
PSF|19248Y107
Shares:
12074(+0.0%)
Value:
$241.4M(+1.1%)
ESSEX PROPERTY TRUST, INC.
ESS|297178105
Shares:
786(-16.3%)
Value:
$241.0M(-10.1%)
EXELON CORP
EXC|30161N101
Shares:
5226
Value:
$240.8M
RAYMOND JAMES FINANCIAL INC
RJF|754730109
Shares:
1734(-47.3%)
Value:
$240.8M(-52.9%)
78464A870
78464A870
Shares:
2965
Value:
$240.5M
Archrock, Inc.
AROC|03957W106
Shares:
9154(-3.6%)
Value:
$240.2M(+1.6%)
46140H700
46140H700
Shares:
12500
Value:
$239.9M
LOUISIANA-PACIFIC CORP
LPX|546347105
Shares:
2598(+14.3%)
Value:
$239.0M(+1.6%)
25434V500
25434V500
Shares:
3988(-9.0%)
Value:
$238.3M(-16.4%)
Caesars Entertainment, Inc.
CZR|12769G100
Shares:
9525(+54.5%)
Value:
$238.1M(+15.6%)
ICON PLC
ICLR|G4705A100
Shares:
1350(+27.0%)
Value:
$236.2M(+6.0%)
33734K109
33734K109
Shares:
2301(+0.0%)
Value:
$235.8M(-1.8%)