NewEdge Wealth, LLC

CIK

1861796

City

STAMFORD

State / Country

Stock

Top Portfolio Positions

752 positions · $5,956,615,050 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	1,362,322	$345,743,700	5.80%
MSFT	Microsoft Corp Technology	768,837	$284,600,392	4.78%
NVDA	Nvidia Corp Technology	1,372,827	$239,421,028	4.02%
GOOGL	Alphabet Inc. Communication Services	813,160	$233,832,289	3.93%
AVGO	Broadcom Inc. Technology	514,188	$159,146,327	2.67%
SPY	Spdr S&P 500 ETF Trust	236,940	$154,091,559	2.59%
JPM	Jpmorgan Chase & Co Financial Services	492,565	$144,892,920	2.43%
AMZN	Amazon Com Inc Consumer Cyclical	672,432	$140,047,412	2.35%
META	Meta Platforms, Inc. Communication Services	219,387	$125,517,884	2.11%
GILD	Gilead Sciences, Inc. Healthcare	706,725	$98,496,263	1.65%

22 quarters · across all stocks

22 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,336,823	36,736	-10.1%	Shares	Sole	2026-05-13
2025-12-31	$1,665,003	40,869	-6.8%	Shares	Sole	2026-02-03
2025-09-30	$1,902,786	43,843	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$1,937,575	43,708	-6.9%	Shares	Sole	2025-08-11
2025-03-31	$1,834,806	46,926	-4.4%	Shares	Sole	2025-05-09
2024-12-31	$2,112,076	49,061	-15.5%	Shares	Sole	2025-02-05
2024-09-30	$2,514,985	58,056	+18.1%	Shares	Sole	2024-11-12
2024-06-30	$2,028,296	49,147	-0.8%	Shares	Sole	2024-08-02
2024-03-31	$2,267,537	49,542	+1.0%	Shares	Sole	2024-05-06
2023-12-31	$2,166,057	49,028	-6.5%	Shares	Sole	2024-01-29
2023-09-30	$1,962,716	52,451	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$2,076,550	52,825	-0.4%	Shares	Sole	2023-08-09
2023-03-31	$1,696,890	53,061	-3.5%	Shares	Sole	2023-05-08
2022-12-31	$1,633,113	54,987	-0.7%	Shares	Sole	2023-02-14
2022-09-30	$1,491,194	55,373	+46.6%	Shares	Sole	2022-11-14
2022-06-30	$1,343,194	37,762	+37.0%	Shares	Sole	2022-08-09
2022-03-31	$1,084,997	27,573	+4.2%	Shares	Sole	2022-05-10
2021-12-31	$1,260,220	26,453	+1.8%	Shares	Sole	2022-01-31
2021-09-30	$1,270,697	25,975	+1.7%	Shares	Sole	2021-11-12
2021-06-30	$1,298,400	25,549	+12.1%	Shares	Sole	2021-08-11
2021-03-31	$1,188,693	22,785	+121.3%	Shares	Sole	2021-05-13
2020-12-31	$518,300	10,296	—	Shares	Sole	2021-05-13
No 13F history on record for this holder in this stock.