NewEdge Wealth, LLC
Top Portfolio Positions
752 positions ·
$5,941,838,812 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,362,322 | $345,743,700 | 5.82% | |
| MSFT |
Microsoft Corp
Technology
|
768,837 | $284,600,392 | 4.79% | |
| NVDA |
Nvidia Corp
Technology
|
1,372,827 | $239,421,028 | 4.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
813,160 | $233,832,289 | 3.94% | |
| AVGO |
Broadcom Inc.
Technology
|
514,188 | $159,146,327 | 2.68% | |
| 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 | 2.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
672,432 | $140,047,412 | 2.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
219,387 | $125,517,884 | 2.11% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
706,725 | $98,496,263 | 1.66% |
Portfolio Trend
22 quarters · across all stocks
Holdings in EBAY
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,122,025 | 726,456 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $56,848,950 | 652,686 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $56,492,137 | 621,134 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $45,483,667 | 610,847 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $39,050,679 | 576,564 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $28,595,314 | 461,587 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,615,104 | 424,130 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,228,369 | 413,782 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $21,122,767 | 400,204 | Shares | Sole | 2024-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||