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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.67 Million 0.09% of portfolio
40,631
Q3 2025 Reduced 1.03%
$0
$5.62 Million 0.09% of portfolio
23,231
Q3 2025 Added 25.49%
$0
$5.43 Million 0.08% of portfolio
79,805
Q3 2025 Reduced 12.29%
$0
$5.53 Million 0.08% of portfolio
131,543
Q3 2025 Reduced 0.16%
$0
$4.96 Million 0.08% of portfolio
17,593
Q3 2025 Added 0.89%
$0
$4.6 Million 0.07% of portfolio
99,440
Q3 2025 Added 43.09%
$0
$4.39 Million 0.07% of portfolio
65,289
Q3 2025 Reduced 0.85%
$0
$4.9 Million 0.07% of portfolio
81,748
Q3 2025 Reduced 6.1%
$0
$4.32 Million 0.07% of portfolio
85,625
Q3 2025 Added 39.47%
$0
$4.61 Million 0.07% of portfolio
9,937
Q3 2025 Reduced 1.78%
$0
$4.62 Million 0.07% of portfolio
62,874
Q3 2025 Added 12.22%
$0
$4.28 Million 0.06% of portfolio
58,356
Q3 2025 Added 20.17%
$0
$3.75 Million 0.06% of portfolio
78,619
Q3 2025 Reduced 0.39%
$0
$3.87 Million 0.06% of portfolio
36,230
Q3 2025 Added 8.62%
$0
$3.95 Million 0.06% of portfolio
88,286
Q3 2025 Added 3.19%
$0
$3.99 Million 0.06% of portfolio
151,399
Q3 2025 Reduced 0.54%
$0
$3.62 Million 0.05% of portfolio
99,007
Q3 2025 Added 0.17%
$0
$2.97 Million 0.05% of portfolio
7,830
Q3 2025 Added 0.09%
$0
$3.6 Million 0.05% of portfolio
13,523
Q3 2025 Added 0.77%
$0
$3.19 Million 0.05% of portfolio
26,454
Q3 2025 Added 1.54%
$0
$3.17 Million 0.05% of portfolio
15,141
Q2 2025 Reduced 44.27%
$0
$3.09 Million 0.05% of portfolio
45,575
Q3 2025 Added 1.0%
$0
$3.46 Million 0.05% of portfolio
60,635
Q3 2025 Added 11.33%
$0
$3.48 Million 0.05% of portfolio
127,479
Q3 2025 Reduced 4.33%
$0
$3.5 Million 0.05% of portfolio
200,220
Q3 2025 Added 0.45%
$0
$3.38 Million 0.05% of portfolio
16,195
Q3 2025 Reduced 0.37%
$0
$2.4 Million 0.04% of portfolio
500,271
Q3 2025 Added 858.61%
$0
$2.85 Million 0.04% of portfolio
57,700
Q2 2025 Reduced 7.97%
$0
$2.7 Million 0.04% of portfolio
24,053
Q2 2025 Reduced 42.96%
$0
$2.75 Million 0.04% of portfolio
94,496
Q3 2025 Added 7.07%
$0
$2.31 Million 0.04% of portfolio
42,933
Q3 2025 Reduced 3.95%
$0
$2.36 Million 0.04% of portfolio
16,954
Q3 2025 Reduced 0.48%
$0
$2.52 Million 0.04% of portfolio
27,581
Q3 2025 Added 1.0%
$0
$2.32 Million 0.04% of portfolio
19,620
Q3 2025 Reduced 2.07%
$0
$2.57 Million 0.04% of portfolio
63,368
Q2 2025 Reduced 2.38%
$0
$2.21 Million 0.03% of portfolio
47,145
Q3 2025 Added 21.36%
$0
$1.74 Million 0.03% of portfolio
23,053
Q3 2025 Added 0.11%
$0
$1.99 Million 0.03% of portfolio
20,139
Q3 2025 Added 0.06%
$0
$2.26 Million 0.03% of portfolio
45,485
Q3 2025 Reduced 2.26%
$0
$2.25 Million 0.03% of portfolio
52,196
Q3 2025 Reduced 5.3%
$0
$1.73 Million 0.03% of portfolio
31,632
Q3 2025 Reduced 0.28%
$0
$1.96 Million 0.03% of portfolio
81,642
Q3 2025 New
$0
$1.86 Million 0.03% of portfolio
37,560
Q3 2025 Reduced 0.32%
$1.34B
$1.72 Million 0.03% of portfolio
44,998
Q3 2025 Reduced 0.33%
$24.1B
$1.83 Million 0.03% of portfolio
43,195
Q3 2025 Added 99.57%
$0
$2.29 Million 0.03% of portfolio
16,130
Q3 2025 Reduced 10.23%
$0
$2.24 Million 0.03% of portfolio
41,946
Q2 2025 Reduced 8.37%
$0
$2.19 Million 0.03% of portfolio
23,018
Q3 2025 Added 34.27%
$0
$1.92 Million 0.03% of portfolio
19,227
Q3 2025 Added 20.11%

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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email