NewEdge Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$5.54B
Signature - Title
Kyle P. Smith - Vice President
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by NewEdge Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NewEdge Wealth, LLC reported 870 stock holdings with total value $5.54B as of Q3 2024. Top holdings included MSFT, AAPL, GOOGL, SPY, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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