NewEdge Wealth, LLC
Top Portfolio Positions
752 positions ·
$5,956,615,050 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,362,322 | $345,743,700 | 5.80% | |
| 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% |
Portfolio Trend
22 quarters · across all stocks
Holdings in LCII
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,323,338 | 18,892 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,564,884 | 21,138 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,007,941 | 21,556 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,010,557 | 22,048 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,035,370 | 23,280 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,260,622 | 21,865 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,186,233 | 26,433 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,458,583 | 23,782 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,922,182 | 23,746 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,655,875 | 21,127 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,688,918 | 22,900 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,841,710 | 22,489 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,454,056 | 22,336 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,780,309 | 19,257 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,177,737 | 21,464 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,183,019 | 10,574 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $750,753 | 7,232 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,085,322 | 6,963 | Shares | Sole | 2022-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||