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 NVS
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,478,638 | 546,505 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $69,671,087 | 505,339 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $62,384,143 | 486,464 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $56,380,495 | 465,916 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $48,141,300 | 431,838 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $41,322,496 | 424,648 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $45,116,595 | 392,250 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,757,827 | 364,060 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $34,340,117 | 355,010 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $32,805,253 | 324,901 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $28,703,638 | 281,795 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,041,605 | 238,248 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,640,668 | 126,529 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $10,222,511 | 112,682 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,057,060 | 106,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,181,743 | 96,791 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,235,689 | 82,458 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,417,149 | 73,364 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,597,023 | 68,440 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,990,635 | 65,658 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,070,673 | 59,320 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,642,232 | 17,391 | Shares | Sole | 2021-05-13 | |
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