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 |
|---|---|---|---|---|---|
| 301 | SONYSONY GROUP CORP | 101,421 | $2.6B | 46.64% | |
| 302 | CITHE CIGNA GROUP | 7,815 | $2.6B | 46.57% | |
| 303 | 8CWCROWN CASTLE INC | 24,592 | $2.6B | 46.43% | |
| 304 | IWVISHARES TR | 7,911 | $2.5B | 45.51% | |
| 305 | TERTERADYNE INC | 30,375 | $2.5B | 45.44% | |
| 306 | LINLINDE PLC | 5,381 | $2.5B | 45.38% | |
| 307 | XLVSELECT SECTOR SPDR TR | 17,074 | $2.5B | 45.15% | |
| 308 | THOTHOR INDS INC | 32,646 | $2.5B | 44.83% | |
| 309 | HCAHCA HEALTHCARE INC | 7,150 | $2.5B | 44.75% | |
| 310 | MSIMOTOROLA SOLUTIONS INC | 5,620 | $2.5B | 44.56% | |
| 311 | GDXVANECK ETF TRUST | 53,483 | $2.5B | 44.53% | |
| 312 | PSLV/USPROTT PHYSICAL SILVER TR | 211,665 | $2.5B | 44.47% | |
| 313 | SHWSHERWIN WILLIAMS CO | 7,020 | $2.5B | 44.40% | |
| 314 | CBCHUBB LIMITED | 8,103 | $2.4B | 44.32% | |
| 315 | WITWIPRO LTD | 788,597 | $2.4B | 43.71% | |
| 316 | NYFISHARES TR | 45,780 | $2.4B | 43.66% | |
| 317 | HMCHONDA MOTOR LTD | 88,110 | $2.4B | 43.30% | |
| 318 | TTENTOTALENERGIES SE | 36,702 | $2.4B | 43.00% | |
| 319 | MUMICRON TECHNOLOGY INC | 27,321 | $2.4B | 43.00% | |
| 320 | ADPAUTOMATIC DATA PROCESSING IN | 7,728 | $2.4B | 42.77% | |
| 321 | FHBFIRST HAWAIIAN INC | 95,965 | $2.3B | 42.48% | |
| 322 | LMBSFIRST TR EXCHANGE-TRADED FD | 47,700 | $2.3B | 42.47% | |
| 323 | BMTABRITISH AMERN TOB PLC | 56,576 | $2.3B | 42.39% | |
| 324 | IVWISHARES TR | 25,188 | $2.3B | 42.35% | |
| 325 | TMUST-MOBILE US INC | 8,749 | $2.3B | 42.26% | |
| 326 | CMECME GROUP INC | 8,784 | $2.3B | 42.21% | |
| 327 | DNLWISDOMTREE TR | 64,914 | $2.3B | 41.94% | |
| 328 | SCHDSCHWAB STRATEGIC TR | 82,144 | $2.3B | 41.60% | |
| 329 | PDDPDD HOLDINGS INC | 19,391 | $2.3B | 41.57% | |
| 330 | FDSFACTSET RESH SYS INC | 5,033 | $2.3B | 41.44% | |
| 331 | SMGSCOTTS MIRACLE-GRO CO | 41,529 | $2.3B | 41.29% | |
| 332 | CINFCINCINNATI FINL CORP | 15,233 | $2.3B | 40.76% | |
| 333 | GSKGSK PLC | 58,019 | $2.2B | 40.71% | |
| 334 | XLFSELECT SECTOR SPDR TR | 44,590 | $2.2B | 40.23% | |
| 335 | UITBVICTORY PORTFOLIOS II | 47,253 | $2.2B | 40.17% | |
| 336 | AQLTISHARES TR | 16,451 | $2.2B | 40.01% | |
| 337 | GEGE AEROSPACE | 11,019 | $2.2B | 39.94% | |
| 338 | VNQVANGUARD INDEX FDS | 24,346 | $2.2B | 39.93% | |
| 339 | ESGVVANGUARD WORLD FD | 22,504 | $2.2B | 39.92% | |
| 340 | SHGSHINHAN FINANCIAL GROUP CO L | 68,214 | $2.2B | 39.63% | |
| 341 | DWDMORGAN STANLEY | 18,735 | $2.2B | 39.59% | |
| 342 | ARCCARES CAPITAL CORP | 98,506 | $2.2B | 39.54% | |
| 343 | SRESEMPRA | 30,574 | $2.2B | 39.52% | |
| 344 | HPEHEWLETT PACKARD ENTERPRISE C | 140,888 | $2.2B | 39.37% | |
| 345 | FTGSFIRST TR EXCHANGE-TRADED FD | 71,975 | $2.1B | 38.78% | |
| 346 | EQIXEQUINIX INC | 2,598 | $2.1B | 38.37% | |
| 347 | SPGIS&P GLOBAL INC | 4,012 | $2.0B | 36.92% | |
| 348 | LCIILCI INDS | 23,280 | $2.0B | 36.87% | |
| 349 | APHAMPHENOL CORP NEW | 31,012 | $2.0B | 36.84% | |
| 350 | CATCATERPILLAR INC | 6,128 | $2.0B | 36.61% | |
| 351 | AMLPALPS ETF TR | 38,695 | $2.0B | 36.40% | |
| 352 | ITOTISHARES TR | 16,415 | $2.0B | 36.28% | |
| 353 | PNNTPENNANTPARK INVT CORP | 281,957 | $2.0B | 35.90% | |
| 354 | CWANCLEARWATER ANALYTICS HLDGS I | 72,430 | $1.9B | 35.16% | |
| 355 | RLIRLI CORP | 24,146 | $1.9B | 35.13% | |
| 356 | RIORIO TINTO PLC | 32,144 | $1.9B | 34.98% | |
| 357 | DHID R HORTON INC | 14,978 | $1.9B | 34.49% | |
| 358 | SPDWSPDR INDEX SHS FDS | 51,833 | $1.9B | 34.18% | |
| 359 | DOCTFIRST TR EXCHNG TRADED FD VI | 48,542 | $1.9B | 33.72% | |
| 360 | DSIISHARES TR | 18,100 | $1.9B | 33.57% | |
| 361 | JMUBJ P MORGAN EXCHANGE TRADED F | 36,988 | $1.8B | 33.50% | |
| 362 | SNYSANOFI | 33,224 | $1.8B | 33.37% | |
| 363 | SPOTSPOTIFY TECHNOLOGY S A | 3,348 | $1.8B | 33.35% | |
| 364 | APAMARTISAN PARTNERS ASSET MGMT | 46,926 | $1.8B | 33.23% | |
| 365 | USMVISHARES TR | 19,399 | $1.8B | 32.91% | |
| 366 | TRGPTARGA RES CORP | 9,022 | $1.8B | 32.76% | |
| 367 | NTESNETEASE INC | 17,501 | $1.8B | 32.62% | |
| 368 | VBRVANGUARD INDEX FDS | 9,608 | $1.8B | 32.42% | |
| 369 | PSXPHILLIPS 66 | 14,484 | $1.8B | 32.39% | |
| 370 | DEDEERE & CO | 3,782 | $1.8B | 32.15% | |
| 371 | TAT&T INC | 62,656 | $1.8B | 32.09% | |
| 372 | ABNBAIRBNB INC | 14,822 | $1.8B | 32.07% | |
| 373 | JEPQJ P MORGAN EXCHANGE TRADED F | 33,876 | $1.8B | 31.77% | |
| 374 | BSTZBLACKROCK SCIENCE & TECHNOLO | 98,649 | $1.8B | 31.70% | |
| 375 | HDBHDFC BANK LTD | 26,325 | $1.7B | 31.68% | |
| 376 | HLTHILTON WORLDWIDE HLDGS INC | 7,683 | $1.7B | 31.67% | |
| 377 | BANFBANCFIRST CORP | 15,862 | $1.7B | 31.57% | |
| 378 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 155,170 | $1.7B | 31.48% | |
| 379 | ADIANALOG DEVICES INC | 8,558 | $1.7B | 31.26% | |
| 380 | ARDCARES DYNAMIC CR ALLOCATION F | 121,408 | $1.7B | 31.05% | |
| 381 | EXPEAGLE MATLS INC | 7,719 | $1.7B | 31.03% | |
| 382 | HTDCORCEPT THERAPEUTICS INC | 14,907 | $1.7B | 30.84% | |
| 383 | DALDELTA AIR LINES INC DEL | 38,745 | $1.7B | 30.60% | |
| 384 | TTDTHE TRADE DESK INC | 30,606 | $1.7B | 30.33% | |
| 385 | SANBANCO SANTANDER S.A. | 248,026 | $1.7B | 30.10% | |
| 386 | DCIDONALDSON INC | 24,762 | $1.7B | 30.08% | |
| 387 | OREALTY INCOME CORP | 28,567 | $1.7B | 30.02% | |
| 388 | CAPLCROSSAMERICA PARTNERS LP | 67,274 | $1.7B | 29.94% | |
| 389 | MILNGLOBAL X FDS | 38,034 | $1.6B | 29.70% | |
| 390 | TDIVFIRST TR EXCHANGE TRADED FD | 22,210 | $1.6B | 29.61% | |
| 391 | A4SAMERIPRISE FINL INC | 3,374 | $1.6B | 29.59% | |
| 392 | CPCANADIAN PACIFIC KANSAS CITY | 23,264 | $1.6B | 29.58% | |
| 393 | MANHMANHATTAN ASSOCIATES INC | 9,382 | $1.6B | 29.40% | |
| 394 | BMYBRISTOL-MYERS SQUIBB CO | 26,515 | $1.6B | 29.29% | |
| 395 | LYGLLOYDS BANKING GROUP PLC | 421,022 | $1.6B | 29.13% | |
| 396 | PHGKONINKLIJKE PHILIPS N V | 62,479 | $1.6B | 28.74% | |
| 397 | GMGENERAL MTRS CO | 33,621 | $1.6B | 28.64% | |
| 398 | SOXXISHARES TR | 8,288 | $1.6B | 28.25% | |
| 399 | FBTFIRST TR EXCHANGE-TRADED FD | 9,161 | $1.6B | 28.23% | |
| 400 | HIGHARTFORD INSURANCE GROUP INC | 12,554 | $1.6B | 28.13% |