NewEdge Wealth, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    stamford, CT
  • CIK
    0001861796
  • All SEC filings
Q1 2025
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