Notify me when NewEdge Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,017 | $6.97B | +$526M | -$289M | +$237M | MSFT, AAPL, NVDA, GOOGL, AVGO | 13F-HR | 11/7/2025, 04:23 PM |
| Q2 2025 | 960 | $6.38B | +$664M | -$393M | +$271M | MSFT, AAPL, NVDA, META, GOOGL | 13F-HR | 8/11/2025, 01:40 PM |
| Q1 2025 | 930 | $5.52B | +$471M | -$503M | -$32.1M | MSFT, AAPL, NVDA, META, GOOGL | 13F-HR | 5/9/2025, 10:01 AM |
| Q4 2024 | 916 | $5.77B | +$525M | -$298M | +$227M | MSFT, AAPL, GOOGL, META, SPY | 13F-HR | 2/4/2025, 06:34 PM |
| Q3 2024 | 870 | $5.54B | +$994M | -$297M | +$697M | MSFT, AAPL, GOOGL, SPY, META | 13F-HR | 11/12/2024, 11:01 AM |
| Q2 2024 | 759 | $4.61B | +$231M | -$284M | -$52.6M | MSFT, AAPL, GOOGL, META, SPY | 13F-HR | 8/1/2024, 06:16 PM |
| Q1 2024 | 801 | $4.42B | +$703M | -$307M | +$396M | MSFT, AAPL, GOOGL, SPY, META | 13F-HR | 5/6/2024, 09:39 AM |
| Q4 2023 | 735 | $3.91B | +$593M | -$208M | +$385M | MSFT, AAPL, BX, GOOGL, SPY | 13F-HR | 1/29/2024, 04:31 PM |
| Q3 2023 | 646 | $3.16B | +$410M | -$188M | +$222M | MSFT, AAPL, BX, SPY, GOOGL | 13F-HR | 11/8/2023, 02:23 PM |
| Q2 2023 | 632 | $2.99B | +$420M | -$165M | +$254M | MSFT, AAPL, SAFE, SPY, BX | 13F-HR | 8/9/2023, 11:24 AM |
| Q1 2023 | 607 | $2.63B | +$439M | -$275M | +$164M | MSFT, AAPL, SAFE, BX, NEWR | 13F-HR | 5/8/2023, 01:47 PM |
| Q4 2022 | 542 | $2.32B | +$201M | -$154M | +$47.6M | MSFT, AAPL, BX, SAFE, NEWR | 13F-HR | 2/14/2023, 11:06 AM |
| Q3 2022 | 517 | $2.11B | +$311M | -$219M | +$92M | MSFT, AAPL, BX, NEWR, SAFE | 13F-HR | 11/14/2022, 09:51 AM |
| Q2 2022 | 551 | $2.2B | +$548M | -$200M | +$347M | MSFT, STAR, AAPL, BX, SAFE | 13F-HR | 8/9/2022, 12:26 PM |
| Q1 2022 | 415 | $2.25B | +$339M | -$228M | +$111M | STAR, SAFE, MSFT, BX, AAPL | 13F-HR | 5/10/2022, 11:37 AM |
| Q4 2021 | 394 | $2.39B | +$669M | -$131M | +$537M | STAR, SAFE, MSFT, BERY, BX | 13F-HR | 1/31/2022, 04:49 PM |
| Q3 2021 | 283 | $1.68B | +$443M | -$71.2M | +$371M | STAR, SAFE, MSFT, BERY, ASH | 13F-HR | 11/12/2021, 01:41 PM |
| Q2 2021 | 275 | $1.31B | +$369M | -$134M | +$235M | MSFT, IWF, SPY, SAFE, STAR | 13F-HR | 8/11/2021, 04:18 PM |
| Q1 2021 | 291 | $1.01B | +$676M | -$7.16M | +$669M | MSFT, SPY, IWF, EFA, VTV | 13F-HR | 5/13/2021, 04:33 PM |
| Q4 2020 | 142 | $325M | $0 | $0 | IWF, SPY, MSFT, VEA, EFA | 13F-HR | 5/13/2021, 04:09 PM |