Newedge Wealth, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

930 positions • $5,414,135.388K total value

930 positions

Manager:

SEC FilingSEC DataHachi Filing

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Nextdoor Holdings, Inc.

Shares:

28763(-9.3%)

Value:

$44.0M(-41.4%)

693691115

Shares:

165323(+0.0%)

Value:

$38.3M(-71.1%)

CONDUENT Inc

Shares:

14060(+7.7%)

Value:

$38.0M(-28.0%)

Stitch Fix, Inc.

Shares:

10781(-21.2%)

Value:

$35.0M(-40.6%)

TETRA TECHNOLOGIES INC

Shares:

10129

Value:

$34.0M

AMAZON COM INC

Shares:

5400(+0.0%)

Value:

$25.4M(+49.2%)

BANK BRADESCO

Shares:

11209(-59.5%)

Value:

$25.0M(-52.7%)

DENISON MINES CORP.

Shares:

15000(+0.0%)

Value:

$19.5M(-27.8%)

BIOMERICA INC

Shares:

10000

Value:

$5.7M

Sunnova Energy International Inc.

Shares:

11971(-0.1%)

Value:

$4.5M(-89.2%)

Instrument	Shares		Other Manager	Value
Nextdoor Holdings, Inc.(KINDcusip65345M108)	28.8K	QoQ -9.28% (-2.9K) YoY -7.21% (-2.2K)	All Managers (Combined)	$44.0K	QoQ -41.43% (-$31.1K) YoY -34.58% (-$23.3K)
(cusip693691115)✕	165.3K	QoQ 0.00% (-0) YoY -56.50% (-214.8K)	All Managers (Combined)	$38.3K	QoQ -71.06% (-$94.0K) YoY -76.24% (-$122.8K)
Conduent Inc(CNDTcusip206787103)	14.1K	QoQ +7.66% (-1.0K) YoY +7.66% (-1.0K)	All Managers (Combined)	$38.0K	QoQ -28.04% (-$14.8K) YoY -21.00% (-$10.1K)
Stitch Fix, Inc.(SFIXcusip860897107)	10.8K	QoQ -21.22% (-2.9K) YoY NEW(+10.8K)	All Managers (Combined)	$35.0K	QoQ -40.59% (-$23.9K) YoY NEW(+$35.0K)
Tetra Technologies Inc(TTIcusip88162F105)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$34.0K	QoQ NEW(+$34.0K) YoY NEW(+$34.0K)
Amazon Com Inc(AMZNcusip023135106)	5.4K	QoQ 0.00% (+0) YoY -97.54% (-214.9K)	All Managers (Combined)	$25.4K	QoQ +49.20% (+$8.4K) YoY -99.93% (-$40.7M)
Bank Bradesco(BBDcusip059460303)	11.2K	QoQ -59.49% (-16.5K) YoY NEW(+11.2K)	All Managers (Combined)	$25.0K	QoQ -52.71% (-$27.9K) YoY NEW(+$25.0K)
Denison Mines Corp.(DNNcusip248356107)	15.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.5K	QoQ -27.77% (-$7.5K) YoY -38.38% (-$12.2K)
Biomerica Inc(BMRAcusip09061H307)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$5.7K	QoQ NEW(+$5.7K) YoY NEW(+$5.7K)
Sunnova Energy International Inc.(NOVAcusip86745K104)	12.0K	QoQ -0.06% (-8) YoY 0.00% (-0)	All Managers (Combined)	$4.5K	QoQ -89.16% (-$36.6K) YoY -91.58% (-$48.5K)