New Edge Wealth, LLC Portfolio Holdings
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
New Edge Wealth, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.59 Billion distributed in 918 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $287M, Apple Inc. with a value of $284M, Alphabet Inc. with a value of $139M, Meta Platforms, Inc. with a value of $119M, and Spdr S&P 500 ETF Trust with a value of $112M.
Examining the 13F form we can see an increase of $179M in the current position value, from $5.41B to 5.59B.
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
$5.59 Billion
Technology: $1.36 Billion
ETFs: $1.24 Billion
Financial Services: $737 Million
Consumer Cyclical: $605 Million
Communication Services: $420 Million
Healthcare: $383 Million
Industrials: $315 Million
Energy: $151 Million
Other: $367 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 918
- Current Value $5.59 Billion
- Prior Value $5.41 Billion
- Filing
- Period Q4 2024
- Filing Date February 04, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 99 stocks
- Additional Purchases 405 stocks
- Sold out of 0 stocks
- Reduced holdings in 356 stocks