NewEdge Wealth, LLC

Q1 2025 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    932

  • Value ($000)

    $5,521,134

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0001861796
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$253.84M
5 %

676,201

AAPL
AAPL

APPLE INC

COM
037833100
$238.89M
4 %

1,075,459

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$121.93M
2 %

1,125,020

META
META

META PLATFORMS INC

CL A
30303M102
$121.19M
2 %

210,275

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$115.58M
2 %

747,386

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$104.68M
2 %

187,125

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$103.62M
2 %

422,408

AMZN
AMZN

AMAZON COM INC

COM
023135106
$102.60M
2 %

539,283

BX
BX

BLACKSTONE INC

COM
09260D107
$76.22M
1 %

545,261

AZO
AZO

AUTOZONE INC

COM
053332102
$75.54M
1 %

19,814

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