NewEdge Wealth, LLC
Top Portfolio Positions
749 positions ·
$5,925,998,015 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,362,322 | $345,743,700 | 5.83% |
| MSFT |
Microsoft Corp
Technology
|
768,837 | $284,600,392 | 4.80% |
| NVDA |
Nvidia Corp
Technology
|
1,372,827 | $239,421,028 | 4.04% |
| GOOGL |
Alphabet Inc.
Communication Services
|
813,160 | $233,832,289 | 3.95% |
| AVGO |
Broadcom Inc.
Technology
|
514,188 | $159,146,327 | 2.69% |
| SPY |
Spdr S&P 500 Etf Trust
|
236,940 | $154,091,559 | 2.60% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
492,565 | $144,892,920 | 2.45% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
672,432 | $140,047,412 | 2.36% |
| META |
Meta Platforms, Inc.
Communication Services
|
219,387 | $125,517,884 | 2.12% |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
706,725 | $98,496,263 | 1.66% |
Portfolio Trend
Holdings in ACT
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,386,160 | 58,470 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,508,500 | 38,055 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,303,866 | 34,008 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,028,200 | 27,677 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $833,791 | 23,994 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $634,648 | 19,600 | Shares | Sole | 2025-02-05 | |
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