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 8 of 47
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
BBVA|05946K101
Shares:
500506(+5.0%)
Value:
$6.8B(+47.2%)
Air Products & Chemicals, Inc.
APD|009158106
Shares:
23025(-13.9%)
Value:
$6.8B(-12.5%)
Ferrari N.V.
RACE|N3167Y103
Shares:
15453(+34.8%)
Value:
$6.6B(+35.8%)
Howmet Aerospace Inc.
HWM|443201108
Shares:
50861(-1.4%)
Value:
$6.6B(+16.9%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
22882(+0.3%)
Value:
$6.6B(+19.4%)
CINTAS CORP
CTAS|172908105
Shares:
31901(-0.7%)
Value:
$6.6B(+11.7%)
Interactive Brokers Group, Inc.
IBKR|45841N107
Shares:
39461(+0.2%)
Value:
$6.5B(-6.0%)
Eaton Corp plc
ETN|G29183103
Shares:
23771(-1.7%)
Value:
$6.5B(-19.5%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
8(-42.9%)
Value:
$6.4B(-33.0%)
BlackRock, Inc.
BLK|09290D101
Shares:
6701(-0.7%)
Value:
$6.3B(-8.3%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
89157(-23.4%)
Value:
$6.3B(-24.3%)
464285204
464285204
Shares:
104929(+418.5%)
Value:
$6.2B(+517.5%)
92206C847
VGLT|92206C847
Shares:
106800(-35.3%)
Value:
$6.2B(-32.6%)
69344A107
69344A107
Shares:
122788(+39.5%)
Value:
$6.1B(+40.0%)
WATSCO INC
WSO|942622200
Shares:
11863(+0.2%)
Value:
$6.0B(+7.5%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
76881(+3.4%)
Value:
$6.0B(+9.4%)
Zoetis Inc.
ZTS|98978V103
Shares:
35763(+1.3%)
Value:
$5.9B(+2.4%)
Biohaven Ltd.
BHVN|G1110E107
Shares:
243532(+0.0%)
Value:
$5.9B(-35.6%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
31933(-13.2%)
Value:
$5.7B(-16.8%)
464287242
464287242
Shares:
52751(+38.3%)
Value:
$5.7B(+40.7%)