New Edge Wealth, LLC Portfolio Holdings

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025

New Edge Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.35 Billion distributed in 933 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $254M, Apple Inc. with a value of $239M, Nvidia Corp with a value of $122M, Meta Platforms, Inc. with a value of $121M, and Alphabet Inc. with a value of $116M.

Examining the 13F form we can see an decrease of $233M in the current position value, from $5.59B to 5.35B.

New Edge Wealth, LLC is based out at Pittsburgh, PA

Below you can find more details about New Edge Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.35 Billion
Technology: $1.2 Billion
ETFs: $1.16 Billion
Financial Services: $723 Million
Consumer Cyclical: $599 Million
Healthcare: $387 Million
Communication Services: $367 Million
Industrials: $335 Million
Energy: $195 Million
Other: $368 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$254 Million 4.74% of portfolio
676,201
Q1 2025 Reduced 0.55%
$3.2T
$239 Million 4.46% of portfolio
1,075,459
Q1 2025 Reduced 5.25%
$284B
$122 Million 2.28% of portfolio
1,125,020
Q1 2025 Added 67.32%
$1.25T
$121 Million 2.26% of portfolio
210,275
Q1 2025 Added 4.47%
$957B
$116 Million 2.16% of portfolio
747,386
Q1 2025 Added 2.09%
$0
$105 Million 1.96% of portfolio
187,125
Q1 2025 Reduced 2.24%
$741B
$104 Million 1.94% of portfolio
422,408
Q1 2025 Added 3.96%
$1.9T
$103 Million 1.92% of portfolio
539,283
Q1 2025 Added 71.36%
$96.5B
$76.2 Million 1.42% of portfolio
545,261
Q1 2025 Reduced 15.42%
$71.7B
$75.5 Million 1.41% of portfolio
19,814
Q1 2025 Reduced 2.25%
$370B
$66 Million 1.23% of portfolio
180,119
Q1 2025 Added 5.64%
$280B
$64.4 Million 1.2% of portfolio
896,427
Q1 2025 Added 4.23%
$81.3B
$62 Million 1.16% of portfolio
370,388
Q1 2025 Reduced 13.59%
$570B
$59.3 Million 1.11% of portfolio
169,340
Q1 2025 Reduced 0.81%
$781B
$56.7 Million 1.06% of portfolio
68,705
Q1 2025 Reduced 14.54%
$273B
$56.3 Million 1.05% of portfolio
209,788
Q1 2025 Reduced 2.12%
$535B
$55.4 Million 1.03% of portfolio
101,017
Q1 2025 Added 0.86%
$98.3B
$52.6 Million 0.98% of portfolio
77,369
Q1 2025 Reduced 0.96%
$9.49B
$48.8 Million 0.91% of portfolio
509,912
Q1 2025 Added 6.56%
$129B
$48.4 Million 0.9% of portfolio
432,241
Q1 2025 Added 6.77%
$243B
$48.1 Million 0.9% of portfolio
431,838
Q1 2025 Added 1.69%
$0
$47.6 Million 0.89% of portfolio
275,306
Q1 2025 Reduced 2.74%
$7.9B
$47.4 Million 0.88% of portfolio
1,911,085
Q1 2025 Added 3.99%
$0
$45.3 Million 0.85% of portfolio
1,140,732
Q1 2025 Reduced 4.95%
$223B
$45.2 Million 0.84% of portfolio
181,711
Q1 2025 Added 4.87%
$347B
$44.5 Million 0.83% of portfolio
212,552
Q1 2025 Added 4.64%
$0
$41.3 Million 0.77% of portfolio
114,238
Q1 2025 Reduced 7.89%
$0
$39.5 Million 0.74% of portfolio
483,600
Q1 2025 Reduced 15.35%
$990M
$39.5 Million 0.74% of portfolio
2,214,713
Q1 2025 Reduced 10.41%
$38.6B
$39.1 Million 0.73% of portfolio
576,564
Q1 2025 Added 24.91%
$0
$37.2 Million 0.7% of portfolio
143,994
Q1 2025 Reduced 11.44%
$0
$37.2 Million 0.69% of portfolio
465,809
Q1 2025 Reduced 9.61%
$85.7B
$36.4 Million 0.68% of portfolio
378,524
Q1 2025 Reduced 0.7%
$77.8B
$36.3 Million 0.68% of portfolio
247,344
Q1 2025 Added 2.84%
$405B
$36.2 Million 0.68% of portfolio
218,332
Q1 2025 Added 7.52%
$150B
$36.1 Million 0.67% of portfolio
115,818
Q1 2025 Added 40.9%
$58.3B
$35.9 Million 0.67% of portfolio
305,598
Q1 2025 Reduced 18.99%
$0
$34.7 Million 0.65% of portfolio
424,059
Q1 2025 Reduced 1.0%
$47.6B
$34.7 Million 0.65% of portfolio
897,009
Q1 2025 Added 4.34%
$177B
$35 Million 0.65% of portfolio
91,171
Q1 2025 Reduced 1.02%
$7.3B
$33.7 Million 0.63% of portfolio
570,735
Q1 2025 Added 22.78%
$0
$32.9 Million 0.62% of portfolio
315,055
Q1 2025 Reduced 5.88%
$7.19B
$31.9 Million 0.6% of portfolio
221,943
Q1 2025 Added 9.78%
$140B
$31.3 Million 0.59% of portfolio
134,366
Q1 2025 Added 7.21%
$63.6B
$30.6 Million 0.57% of portfolio
238,735
Q1 2025 Added 62.82%
$32.3B
$29.1 Million 0.54% of portfolio
943,757
Q1 2025 Added 6.19%
$0
$28.5 Million 0.53% of portfolio
103,552
Q1 2025 Added 6.52%
$69.9B
$28.2 Million 0.53% of portfolio
184,312
Q1 2025 Reduced 3.64%
$157B
$28 Million 0.52% of portfolio
182,549
Q1 2025 Added 259.09%

Summary

  • Portfolio
  • No. of Stocks 933
  • Current Value $5.35 Billion
  • Prior Value $5.59 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 74 stocks
  • Additional Purchases 413 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 396 stocks
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