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 7 of 47
46137V357
Shares:
49179(-23.1%)
Value:
$8.5B(-24.0%)
Apollo Global Management, Inc.
Shares:
62133(+0.2%)
Value:
$8.5B(-16.9%)
INVESCO QQQ TRUST, SERIES 1
Shares:
18086(+3.7%)
Value:
$8.5B(-4.9%)
WILLIAMS COMPANIES, INC.
Shares:
139070(+42.2%)
Value:
$8.3B(+57.0%)
92203C303
Shares:
165329(-47.7%)
Value:
$8.2B(-47.5%)
03463K745
Shares:
748512(-0.7%)
Value:
$8.2B(-1.0%)
922908538
Shares:
32550(-3.4%)
Value:
$8.0B(-6.9%)
464287200
Shares:
14164(-3.3%)
Value:
$8.0B(-7.7%)
LENNOX INTERNATIONAL INC
Shares:
14066(+0.3%)
Value:
$7.9B(-7.6%)
922042775
Shares:
126868(-6.2%)
Value:
$7.7B(-0.9%)
46438F101
Shares:
159293(+26.0%)
Value:
$7.5B(+11.2%)
CISCO SYSTEMS, INC.
Shares:
119483(+0.5%)
Value:
$7.4B(+4.8%)
Parker-Hannifin Corp
Shares:
12092(+0.6%)
Value:
$7.3B(-3.9%)
Sprott Physical Gold & Silver Trust
Shares:
256127(+2.0%)
Value:
$7.3B(+21.9%)
Alibaba Group Holding Ltd
Shares:
52685(+6.6%)
Value:
$7.0B(+66.2%)
464287499
Shares:
81405(+6.8%)
Value:
$6.9B(+2.8%)
ASML HOLDING NV
Shares:
10436(+4.7%)
Value:
$6.9B(+0.1%)
BERKLEY W R CORP
Shares:
96874(+0.9%)
Value:
$6.9B(+22.7%)
JACK HENRY & ASSOCIATES INC
Shares:
37690(+19.0%)
Value:
$6.9B(+23.9%)
AMERICAN EXPRESS CO
Shares:
25422(-2.6%)
Value:
$6.8B(-11.7%)