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 | Open |
|---|---|---|---|---|---|
| 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 QNST
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,679,952 | 889,255 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,354,562 | 1,207,694 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,681,854 | 1,401,542 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $30,648,523 | 1,903,635 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $39,510,479 | 2,214,713 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $57,030,724 | 2,472,073 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $48,900,545 | 2,556,223 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $43,906,911 | 2,646,589 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $44,978,907 | 2,546,937 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $33,410,701 | 2,606,139 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $24,706,438 | 2,754,341 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,475,726 | 2,771,883 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $38,079,223 | 2,399,447 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $33,479,927 | 2,333,096 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,066,020 | 2,387,240 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,092,987 | 2,196,122 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $32,054,767 | 2,763,342 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $35,522,214 | 1,952,843 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $20,021,718 | 1,140,189 | Shares | Sole | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||