Notify me when NewEdge Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,017 | $6,967,665,515 | +$525,618,532 | -$288,719,499 | +$236,899,033 | MSFT, AAPL, NVDA, GOOGL, AVGO | 13F-HR | 07 Nov 2025, 16:23 |
| Q2 2025 | 960 | $6,384,074,350 | +$663,741,670 | -$392,650,942 | +$271,090,728 | MSFT, AAPL, NVDA, META, GOOGL | 13F-HR | 11 Aug 2025, 13:40 |
| Q1 2025 | 930 | $5,520,869,278 | +$470,574,711 | -$502,646,256 | -$32,071,545 | MSFT, AAPL, NVDA, META, GOOGL | 13F-HR | 09 May 2025, 10:01 |
| Q4 2024 | 916 | $5,766,471,182 | +$525,045,522 | -$298,171,348 | +$226,874,174 | MSFT, AAPL, GOOGL, META, SPY | 13F-HR | 04 Feb 2025, 18:34 |
| Q3 2024 | 870 | $5,541,800,117 | +$993,787,231 | -$297,080,760 | +$696,706,471 | MSFT, AAPL, GOOGL, SPY, META | 13F-HR | 12 Nov 2024, 11:01 |
| Q2 2024 | 759 | $4,614,788,799 | +$231,291,352 | -$283,869,675 | -$52,578,323 | MSFT, AAPL, GOOGL, META, SPY | 13F-HR | 01 Aug 2024, 18:16 |
| Q1 2024 | 801 | $4,418,671,272 | +$702,804,380 | -$306,728,659 | +$396,075,721 | MSFT, AAPL, GOOGL, SPY, META | 13F-HR | 06 May 2024, 09:39 |
| Q4 2023 | 735 | $3,912,485,907 | +$592,549,944 | -$207,692,622 | +$384,857,322 | MSFT, AAPL, BX, GOOGL, SPY | 13F-HR | 29 Jan 2024, 16:31 |
| Q3 2023 | 646 | $3,156,087,317 | +$410,024,363 | -$188,247,606 | +$221,776,757 | MSFT, AAPL, BX, SPY, GOOGL | 13F-HR | 08 Nov 2023, 14:23 |
| Q2 2023 | 632 | $2,993,472,742 | +$419,614,761 | -$165,206,996 | +$254,407,765 | MSFT, AAPL, SAFE, SPY, BX | 13F-HR | 09 Aug 2023, 11:24 |
| Q1 2023 | 607 | $2,634,800,385 | +$439,425,253 | -$275,012,219 | +$164,413,034 | MSFT, AAPL, SAFE, BX, NEWR | 13F-HR | 08 May 2023, 13:47 |
| Q4 2022 | 542 | $2,322,323,970 | +$201,075,866 | -$153,518,966 | +$47,556,900 | MSFT, AAPL, BX, SAFE, NEWR | 13F-HR | 14 Feb 2023, 11:06 |
| Q3 2022 | 517 | $2,114,491,000 | +$311,440,490 | -$219,411,599 | +$92,028,891 | MSFT, AAPL, BX, NEWR, SAFE | 13F-HR | 14 Nov 2022, 09:51 |
| Q2 2022 | 551 | $2,201,552,000 | +$547,642,564 | -$200,488,815 | +$347,153,749 | MSFT, STAR, AAPL, BX, SAFE | 13F-HR | 09 Aug 2022, 12:26 |
| Q1 2022 | 415 | $2,252,138,000 | +$338,868,715 | -$228,158,391 | +$110,710,324 | STAR, SAFE, MSFT, BX, AAPL | 13F-HR | 10 May 2022, 11:37 |
| Q4 2021 | 394 | $2,385,853,000 | +$668,659,779 | -$131,438,565 | +$537,221,214 | STAR, SAFE, MSFT, BERY, BX | 13F-HR | 31 Jan 2022, 16:49 |
| Q3 2021 | 283 | $1,680,287,000 | +$442,572,887 | -$71,209,635 | +$371,363,252 | STAR, SAFE, MSFT, BERY, ASH | 13F-HR | 12 Nov 2021, 13:41 |
| Q2 2021 | 275 | $1,309,498,000 | +$368,832,723 | -$134,000,171 | +$234,832,552 | MSFT, IWF, SPY, SAFE, STAR | 13F-HR | 11 Aug 2021, 16:18 |
| Q1 2021 | 291 | $1,006,011,000 | +$675,797,441 | -$7,158,055 | +$668,639,386 | MSFT, SPY, IWF, EFA, VTV | 13F-HR | 13 May 2021, 16:33 |
| Q4 2020 | 142 | $325,052,000 | $0 | $0 | $0 | IWF, SPY, MSFT, VEA, EFA | 13F-HR | 13 May 2021, 16:09 |