NewEdge Wealth, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$5.5B
Holdings
930
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (930 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 67,962 | $11.3B | 204.34% | |
| 102 | VUGVANGUARD INDEX FDS | 29,178 | $10.8B | 195.97% | |
| 103 | PINSPINTEREST INC | 348,262 | $10.8B | 195.54% | |
| 104 | JPSTJ P MORGAN EXCHANGE TRADED F | 211,911 | $10.7B | 194.33% | |
| 105 | VEAVANGUARD TAX-MANAGED FDS | 209,663 | $10.7B | 193.02% | |
| 106 | CVXCHEVRON CORP NEW | 61,601 | $10.3B | 186.65% | |
| 107 | MCDMCDONALDS CORP | 32,782 | $10.2B | 185.47% | |
| 108 | AQLTISHARES TR | 135,238 | $10.2B | 185.30% | |
| 109 | NOWSERVICENOW INC | 12,649 | $10.1B | 182.40% | |
| 110 | TJXTJX COS INC NEW | 80,448 | $9.8B | 177.47% | |
| 111 | VGSHVANGUARD SCOTTSDALE FDS | 166,240 | $9.8B | 176.71% | |
| 112 | IJHISHARES TR | 167,186 | $9.8B | 176.69% | |
| 113 | 4I1PHILIP MORRIS INTL INC | 61,429 | $9.8B | 176.61% | |
| 114 | IWDISHARES TR | 49,692 | $9.4B | 169.35% | |
| 115 | SHYFSHYFT GROUP INC | 1,144,704 | $9.3B | 167.73% | |
| 116 | XMHQINVESCO EXCHANGE TRADED FD T | 100,675 | $9.2B | 166.90% | |
| 117 | ZZILLOW GROUP INC | 130,354 | $8.9B | 161.87% | |
| 118 | WSCWILLSCOT HLDGS CORP | 321,031 | $8.9B | 161.65% | |
| 119 | RELXRELX PLC | 175,684 | $8.9B | 160.41% | |
| 120 | XOMEXXON MOBIL CORP | 73,603 | $8.8B | 158.55% | |
| 121 | ISRGINTUITIVE SURGICAL INC | 17,445 | $8.6B | 156.49% | |
| 122 | RSPINVESCO EXCHANGE TRADED FD T | 49,179 | $8.5B | 154.30% | |
| 123 | APOAPOLLO GLOBAL MGMT INC | 62,133 | $8.5B | 154.11% | |
| 124 | NDQINVESCO QQQ TR | 18,086 | $8.5B | 153.61% | |
| 125 | WMBWILLIAMS COS INC | 139,070 | $8.3B | 150.53% | |
| 126 | VUSBVANGUARD BD INDEX FDS | 165,329 | $8.2B | 149.29% | |
| 127 | AOHYANGEL OAK FUNDS TRUST | 748,512 | $8.2B | 148.72% | |
| 128 | VOTVANGUARD INDEX FDS | 32,550 | $8.0B | 144.23% | |
| 129 | IVVISHARES TR | 14,164 | $8.0B | 144.15% | |
| 130 | LIILENNOX INTL INC | 14,066 | $7.9B | 142.88% | |
| 131 | VEUVANGUARD INTL EQUITY INDEX F | 126,868 | $7.7B | 139.39% | |
| 132 | IBITISHARES BITCOIN TRUST ETF | 159,293 | $7.5B | 135.05% | |
| 133 | CSCOCISCO SYS INC | 119,483 | $7.4B | 133.55% | |
| 134 | PHPARKER-HANNIFIN CORP | 12,092 | $7.3B | 133.12% | |
| 135 | CEF/USPROTT PHYSICAL GOLD & SILVE | 256,127 | $7.3B | 131.79% | |
| 136 | BABAALIBABA GROUP HLDG LTD | 52,685 | $7.0B | 126.18% | |
| 137 | IWRISHARES TR | 81,405 | $6.9B | 125.43% | |
| 138 | ASMLASML HOLDING N V | 10,436 | $6.9B | 125.25% | |
| 139 | WRBBERKLEY W R CORP | 96,874 | $6.9B | 124.86% | |
| 140 | JKHYHENRY JACK & ASSOC INC | 37,690 | $6.9B | 124.65% | |
| 141 | AXPAMERICAN EXPRESS CO | 25,422 | $6.8B | 123.88% | |
| 142 | BBVABANCO BILBAO VIZCAYA ARGENTA | 500,506 | $6.8B | 123.47% | |
| 143 | APDAIR PRODS & CHEMS INC | 23,025 | $6.8B | 122.99% | |
| 144 | RACEFERRARI N V | 15,453 | $6.6B | 119.76% | |
| 145 | HWMHOWMET AEROSPACE INC | 50,861 | $6.6B | 119.51% | |
| 146 | GQ9SPDR GOLD TR | 22,882 | $6.6B | 119.42% | |
| 147 | CITCINTAS CORP | 31,901 | $6.6B | 118.75% | |
| 148 | IBKRINTERACTIVE BROKERS GROUP IN | 39,461 | $6.5B | 118.35% | |
| 149 | ETNEATON CORP PLC | 23,771 | $6.5B | 117.03% | |
| 150 | BRK-BBERKSHIRE HATHAWAY INC DEL | 8 | $6.4B | 115.69% | |
| 151 | BLKBLACKROCK INC | 6,701 | $6.3B | 114.87% | |
| 152 | NEENEXTERA ENERGY INC | 89,157 | $6.3B | 114.48% | |
| 153 | IAU*ISHARES GOLD TR | 104,929 | $6.2B | 112.05% | |
| 154 | VGLTVANGUARD SCOTTSDALE FDS | 106,800 | $6.2B | 111.44% | |
| 155 | PULSPGIM ETF TR | 122,788 | $6.1B | 110.60% | |
| 156 | WSOWATSCO INC | 11,863 | $6.0B | 109.22% | |
| 157 | SCHWSCHWAB CHARLES CORP | 76,881 | $6.0B | 109.00% | |
| 158 | ZTSZOETIS INC | 35,763 | $5.9B | 106.65% | |
| 159 | BHVNBIOHAVEN LTD | 243,532 | $5.9B | 106.04% | |
| 160 | TXNTEXAS INSTRS INC | 31,933 | $5.7B | 103.93% | |
| 161 | LQDISHARES TR | 52,751 | $5.7B | 103.85% | |
| 162 | GSGOLDMAN SACHS GROUP INC | 10,478 | $5.7B | 103.68% | |
| 163 | PHYS/USPROTT PHYSICAL GOLD TR | 237,840 | $5.7B | 103.65% | |
| 164 | DFSEURDISCOVER FINL SVCS | 33,415 | $5.7B | 103.31% | |
| 165 | DGROISHARES TR | 91,954 | $5.7B | 102.89% | |
| 166 | TMOTHERMO FISHER SCIENTIFIC INC | 11,338 | $5.6B | 102.19% | |
| 167 | SBUXSTARBUCKS CORP | 56,605 | $5.6B | 100.57% | |
| 168 | ORCLORACLE CORP | 39,504 | $5.5B | 100.03% | |
| 169 | CHKPCHECK POINT SOFTWARE TECH LT | 24,188 | $5.5B | 99.85% | |
| 170 | VGITVANGUARD SCOTTSDALE FDS | 92,545 | $5.5B | 99.57% | |
| 171 | PRIPRIMERICA INC | 19,259 | $5.5B | 99.25% | |
| 172 | ULUNILEVER PLC | 91,901 | $5.5B | 99.12% | |
| 173 | MRKMERCK & CO INC | 60,920 | $5.5B | 99.04% | |
| 174 | COOCOOPER COS INC | 63,958 | $5.4B | 97.71% | |
| 175 | BNDVANGUARD BD INDEX FDS | 72,990 | $5.4B | 97.10% | |
| 176 | ROLROLLINS INC | 98,613 | $5.3B | 96.50% | |
| 177 | PEPPEPSICO INC | 35,220 | $5.3B | 95.65% | |
| 178 | FTSMFIRST TR EXCHANGE-TRADED FD | 88,019 | $5.3B | 95.40% | |
| 179 | BJBJS WHSL CLUB HLDGS INC | 45,643 | $5.2B | 94.33% | |
| 180 | EFXEQUIFAX INC | 21,357 | $5.2B | 94.21% | |
| 181 | OLEDUNIVERSAL DISPLAY CORP | 37,277 | $5.2B | 94.17% | |
| 182 | WMWASTE MGMT INC DEL | 22,423 | $5.2B | 94.02% | |
| 183 | BSYBENTLEY SYS INC | 129,550 | $5.1B | 92.31% | |
| 184 | MDLZMONDELEZ INTL INC | 74,792 | $5.1B | 91.91% | |
| 185 | BABINVESCO EXCH TRADED FD TR II | 189,832 | $5.1B | 91.73% | |
| 186 | IWSISHARES TR | 39,763 | $5.0B | 90.72% | |
| 187 | POOLPOOL CORP | 15,551 | $5.0B | 89.66% | |
| 188 | SSDSIMPSON MFG INC | 31,357 | $4.9B | 89.21% | |
| 189 | DHRDANAHER CORPORATION | 23,999 | $4.9B | 89.11% | |
| 190 | VGTVANGUARD WORLD FD | 9,029 | $4.9B | 88.70% | |
| 191 | ORLYOREILLY AUTOMOTIVE INC | 3,412 | $4.9B | 88.53% | |
| 192 | AJGGALLAGHER ARTHUR J & CO | 14,109 | $4.9B | 88.22% | |
| 193 | BACBANK AMERICA CORP | 116,060 | $4.8B | 87.72% | |
| 194 | FASTFASTENAL CO | 62,292 | $4.8B | 87.50% | |
| 195 | BSXBOSTON SCIENTIFIC CORP | 47,304 | $4.8B | 86.43% | |
| 196 | WPMWHEATON PRECIOUS METALS CORP | 60,514 | $4.7B | 85.09% | |
| 197 | PLTRPALANTIR TECHNOLOGIES INC | 76,855 | $4.6B | 83.28% | Put |
| 198 | VRTXVERTEX PHARMACEUTICALS INC | 9,308 | $4.5B | 81.74% | |
| 199 | APPAPPLOVIN CORP | 16,846 | $4.5B | 80.85% | |
| 200 | GBTCGRAYSCALE BITCOIN TRUST ETF | 68,172 | $4.4B | 80.47% |