NewEdge Wealth, LLC

Q2 2025 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    961

  • Value ($000)

    $6,384,348

  • Date Filed
    08/11/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$360.61M
6 %

692,369

AAPL
AAPL

APPLE INC

COM
037833100
$243.90M
4 %

1,108,491

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$203.71M
3 %

1,126,883

META
META

META PLATFORMS INC

CL A
30303M102
$151.95M
2 %

199,456

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$148.60M
2 %

756,149

AVGO
AVGO

BROADCOM INC

COM
11135F101
$129.44M
2 %

426,127

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$125.83M
2 %

438,509

AMZN
AMZN

AMAZON COM INC

COM
023135106
$119.86M
2 %

537,178

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$117.13M
2 %

185,255

BX
BX

BLACKSTONE INC

COM
09260D107
$114.40M
2 %

682,407

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