NewEdge Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationstamford, CT
- CIK0001861796
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
932 | $5.52B | MSFT, AAPL, NVDA, META | 13F-HR | May 9, 2025 | 000158064225003038 | ||
917 | $5.77B | MSFT, AAPL, GOOGL, META | 13F-HR | Feb 4, 2025 | 000158064225000776 | ||
871 | $5.54B | MSFT, AAPL, GOOGL, SPY | 13F-HR | Nov 12, 2024 | 000158064224006887 | ||
759 | $4.62B | MSFT, AAPL, GOOGL, META | 13F-HR | Aug 2, 2024 | 000158064224004092 | ||
805 | $4.46B | MSFT, AAPL, GOOGL, SPY | 13F-HR | May 6, 2024 | 000158064224002543 | ||
736 | $3.91B | MSFT, AAPL, BX, GOOGL | 13F-HR | Jan 29, 2024 | 000158064224000590 | ||
647 | $3.16B | MSFT, AAPL, BX, SPY | 13F-HR | Nov 8, 2023 | 000158064223006126 | ||
633 | $2.99B | MSFT, AAPL, SAFEHOLD INC, SPY | 13F-HR | Aug 9, 2023 | 000158064223004123 | ||
608 | $2.63B | MSFT, AAPL, SAFEHOLD INC, BX | 13F-HR | May 8, 2023 | 000158064223002606 | ||
543 | $2.32B | MSFT, AAPL, BX, SAFEHOLD INC | 13F-HR | Feb 14, 2023 | 000158064223000851 | ||
517 | $2.11B | MSFT, AAPL, BX, NEWR | 13F-HR | Nov 14, 2022 | 000158064222005758 | ||
551 | $2.20B | MSFT, ISTAR INC, AAPL, BX | 13F-HR | Aug 9, 2022 | 000158064222003985 | ||
415 | $2.25B | ISTAR INC, SAFEHOLD INC, MSFT, BX | 13F-HR | May 10, 2022 | 000158064222002714 | ||
395 | $2.39B | ISTAR INC, SAFEHOLD INC, MSFT, BERY | 13F-HR | Jan 31, 2022 | 000158064222000553 | ||
283 | $1.68B | ISTAR INC, SAFEHOLD INC, MSFT, BERY | 13F-HR | Nov 12, 2021 | 000158064221005432 | ||
275 | $1.31B | MSFT, IWF, SPY, SAFEHOLD INC | 13F-HR | Aug 11, 2021 | 000158064221003689 | ||
291 | $1.01B | MSFT, SPY, IWF, EFA | 13F-HR | May 13, 2021 | 000158064221002370 | ||
142 | $325.05M | IWF, SPY, MSFT, VEA | 13F-HR | May 13, 2021 | 000158064221002369 |