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 IMO
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,407,896 | 87,203 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,513,470 | 75,466 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,592,896 | 72,657 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,372,371 | 67,594 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,425,839 | 61,198 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,859,718 | 46,424 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,212,872 | 45,605 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,925,877 | 42,870 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,741,626 | 39,659 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,670,977 | 29,218 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,077,886 | 17,501 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $628,654 | 12,288 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $368,270 | 7,248 | Shares | Sole | 2023-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||