NewEdge Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NW NewEdge Wealth, LLC | Institutional Filer | ▼ 10.54% | $7.76B | 1101 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1101)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | — | 7.6M | $384.2M | 4.95% |
| 2 | MSFT | Microsoft Corporation | Technology | 769K | $284.6M | 3.67% |
| 3 | GOOGL | Alphabet Inc. | Technology | 813K | $233.8M | 3.01% |
| 4 | AVGO | Broadcom Inc. | Technology | 514K | $159.1M | 2.05% |
| 5 | SPY | SPDR S&P 500 ETF Trust | — | 237K | $154.1M | 1.99% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 493K | $144.9M | 1.87% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 672K | $140.0M | 1.81% |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | — | 2.2M | $131.2M | 1.69% |
| 9 | META | Meta Platforms, Inc. | Technology | 219K | $125.5M | 1.62% |
| 10 | VOO | VANGUARD INDEX FDS | — | 198K | $118.6M | 1.53% |
| 11 | IWF | ISHARES TR | — | 244K | $103.9M | 1.34% |
| 12 | GILD | Gilead Sciences, Inc. | Healthcare | 707K | $98.5M | 1.27% |
| 13 | ABBV | AbbVie Inc. | Healthcare | 406K | $88.3M | 1.14% |
| 14 | WFC | Wells Fargo & Company | Financial Services | 1.1M | $87.6M | 1.13% |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.4M | $87.2M | 1.12% |
Showing 1 to 15 of 1000 holdings