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
$2.25 Million 0.03% of portfolio
15,417
Q3 2025 Reduced 3.17%
$0
$2.05 Million 0.03% of portfolio
16,298
Q3 2025 Added 0.01%
$0
$2.1 Million 0.03% of portfolio
7,756
Q3 2025 Reduced 1.85%
$0
$1.83 Million 0.03% of portfolio
22,029
Q3 2025 Added 213.4%
$0
$2.12 Million 0.03% of portfolio
82,651
Q3 2025 Reduced 3.51%
$0
$1.83 Million 0.03% of portfolio
7,652
Q3 2025 Added 0.46%
$0
$2.23 Million 0.03% of portfolio
52,027
Q3 2025 Reduced 0.43%
$0
$1.81 Million 0.03% of portfolio
29,217
Q3 2025 Reduced 4.94%
$0
$2.23 Million 0.03% of portfolio
28,488
Q3 2025 Added 0.36%
$0
$1.77 Million 0.03% of portfolio
16,051
Q1 2024 New
$0
$1.74 Million 0.03% of portfolio
9,959
Q3 2025 Added 82.77%
$0
$1.82 Million 0.03% of portfolio
7,011
Q3 2025 Added 44.41%
$0
$1.92 Million 0.03% of portfolio
40,430
Q3 2025 Reduced 2.78%
$0
$1.1 Million 0.02% of portfolio
51,012
Q3 2025 New
$2.36B
$1.18 Million 0.02% of portfolio
26,500
Q1 2025 New
$0
$1.59 Million 0.02% of portfolio
13,932
Q3 2025 Reduced 0.49%
$0
$1.43 Million 0.02% of portfolio
17,162
Q3 2025 Added 0.1%
$0
$1.29 Million 0.02% of portfolio
5,615
Q3 2025 Added 0.16%
$0
$1.06 Million 0.02% of portfolio
23,212
Q3 2025 Reduced 0.53%
$0
$1.05 Million 0.02% of portfolio
22,742
Q3 2025 Added 4.26%
$0
$1.48 Million 0.02% of portfolio
14,276
Q3 2025 Reduced 0.2%
$0
$1.54 Million 0.02% of portfolio
8,571
Q2 2025 Reduced 6.44%
$0
$1.13 Million 0.02% of portfolio
23,289
Q3 2025 Added 0.12%
$0
$1.17 Million 0.02% of portfolio
4,182
Q3 2025 Reduced 25.56%
$0
$1.31 Million 0.02% of portfolio
27,488
Q3 2025 Added 4.25%
$0
$1.01 Million 0.02% of portfolio
20,377
Q3 2025 Added 26.84%
$0
$1.24 Million 0.02% of portfolio
9,515
Q3 2025 Added 7.03%
$0
$1.1 Million 0.02% of portfolio
15,701
Q1 2024 Added 4.23%
$0
$1.37 Million 0.02% of portfolio
14,967
Q2 2025 Added 7.96%
$0
$1.45 Million 0.02% of portfolio
18,045
Q2 2025 Reduced 1.08%
$0
$1.53 Million 0.02% of portfolio
12,763
Q2 2025 Reduced 3.79%
$0
$1.64 Million 0.02% of portfolio
25,198
Q3 2025 Reduced 76.47%
$0
$1.63 Million 0.02% of portfolio
9,936
Q3 2025 Added 26.36%
$0
$1.35 Million 0.02% of portfolio
9,363
Q3 2025 Added 25.93%
$0
$1.35 Million 0.02% of portfolio
4,937
Q2 2025 Added 27.01%
$0
$1.47 Million 0.02% of portfolio
4,031
Q3 2025 Reduced 1.3%
$0
$1 Million 0.02% of portfolio
5,656
Q2 2025 Added 34.22%
$0
$1.54 Million 0.02% of portfolio
11,132
Q3 2025 Reduced 3.83%
$0
$1.19 Million 0.02% of portfolio
22,203
Q3 2025 Added 23.14%
$0
$1.12 Million 0.02% of portfolio
11,121
Q3 2025 Added 148.13%
$0
$1.13 Million 0.02% of portfolio
13,468
Q3 2025 Reduced 0.85%
$0
$1.16 Million 0.02% of portfolio
36,219
Q2 2025 Added 0.78%
$0
$1.58 Million 0.02% of portfolio
10,236
Q3 2025 Reduced 0.21%
$0
$1.2 Million 0.02% of portfolio
13,463
Q3 2025 Reduced 64.84%
$0
$1.25 Million 0.02% of portfolio
14,293
Q3 2025 Added 3.4%
$0
$1.2 Million 0.02% of portfolio
2,012
Q3 2025 Added 190.75%
$0
$1.32 Million 0.02% of portfolio
23,016
Q3 2025 Reduced 14.19%
$0
$1.55 Million 0.02% of portfolio
16,939
Q3 2025 Reduced 82.22%
$0
$1.21 Million 0.02% of portfolio
5,772
Q3 2025 Reduced 2.94%

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
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