Newedge Wealth, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001861796
- Manager Name
- Newedge Wealth, LLC
Data Enrichment
81% identified750 identified180 unidentified
Holdings
930 positions
Manager:
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Page 6 of 47
46641Q837
Shares:
211911(+63.1%)
Value:
$10.7B(+64.0%)
46137V472
Shares:
100675(+12.6%)
Value:
$9.2B(+4.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
29.2K | All Managers (Combined) | $10.8M | |||
Pinterest, Inc.(PINScusip72352L106) | 348.3K | All Managers (Combined) | $10.8M | ||
(cusip46641Q837)✕ | 211.9K | All Managers (Combined) | $10.7M | ||
209.7K | All Managers (Combined) | $10.7M | |||
Chevron Corp(CVXcusip166764100) | 61.6K | All Managers (Combined) | $10.3M | ||
Mcdonalds Corp(MCDcusip580135101) | 32.8K | All Managers (Combined) | $10.2M | ||
135.2K | All Managers (Combined) | $10.2M | |||
Servicenow, Inc.(NOWcusip81762P102) | 12.6K | All Managers (Combined) | $10.1M | ||
80.4K | All Managers (Combined) | $9.8M | |||
166.2K | All Managers (Combined) | $9.8M | |||
167.2K | All Managers (Combined) | $9.8M | |||
61.4K | All Managers (Combined) | $9.8M | |||
49.7K | All Managers (Combined) | $9.4M | |||
1.1M | QoQ NEW(+1.1M) YoY NEW(+1.1M) | All Managers (Combined) | $9.3M | QoQ NEW(+$9.3M) YoY NEW(+$9.3M) | |
(cusip46137V472)✕ | 100.7K | YoY NEW(+100.7K) | All Managers (Combined) | $9.2M | YoY NEW(+$9.2M) |
Zillow Group, Inc.(Zcusip98954M200) | 130.4K | All Managers (Combined) | $8.9M | ||
321.0K | QoQ NEW(+321.0K) YoY NEW(+321.0K) | All Managers (Combined) | $8.9M | QoQ NEW(+$8.9M) YoY NEW(+$8.9M) | |
175.7K | All Managers (Combined) | $8.9M | |||
Exxon Mobil Corp(XOMcusip30231G102) | 73.6K | All Managers (Combined) | $8.8M | ||
17.4K | All Managers (Combined) | $8.6M |