New Edge Wealth, LLC Portfolio Holdings
New Edge Wealth, LLC
- $6.58 Billion
- Q3 2025
New Edge Wealth, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.58 Billion distributed in 1020 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $369M, Apple Inc. with a value of $297M, Nvidia Corp with a value of $218M, Alphabet Inc. with a value of $193M, and Meta Platforms, Inc. with a value of $154M.
Examining the 13F form we can see an increase of $613M in the current position value, from $5.97B to 6.58B.
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
$6.58 Billion
Technology: $1.71 Billion
ETFs: $1.37 Billion
Financial Services: $923 Million
Consumer Cyclical: $627 Million
Communication Services: $466 Million
Healthcare: $436 Million
Industrials: $342 Million
Energy: $191 Million
Other: $497 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,020
- Current Value $6.58 Billion
- Prior Value $5.97 Billion
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 106 stocks
- Additional Purchases 508 stocks
- Sold out of 0 stocks
- Reduced holdings in 306 stocks