NewEdge Wealth, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$7.0T
Holdings
1,017
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,017 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 711,837 | $361.0B | 5.18% | |
| 2 | AAPLAPPLE INC | 1,167,152 | $315.3B | 4.52% | |
| 3 | NVDANVIDIA CORPORATION | 1,169,815 | $228.4B | 3.27% | |
| 4 | GOOGLALPHABET INC | 793,916 | $225.7B | 3.24% | |
| 5 | AVGOBROADCOM INC | 394,708 | $141.7B | 2.03% | |
| 6 | JPMJPMORGAN CHASE & CO. | 450,230 | $140.3B | 2.01% | |
| 7 | SPYSPDR S&P 500 ETF TR | 199,452 | $135.1B | 1.94% | |
| 8 | AMZNAMAZON COM INC | 549,921 | $135.1B | 1.94% | Put |
| 9 | METAMETA PLATFORMS INC | 209,498 | $133.2B | 1.91% | |
| 10 | BXBLACKSTONE INC | 676,733 | $97.7B | 1.40% | |
| 11 | WFCWELLS FARGO CO NEW | 982,921 | $85.5B | 1.23% | |
| 12 | GILDGILEAD SCIENCES INC | 619,690 | $76.0B | 1.09% | |
| 13 | AZOAUTOZONE INC | 20,348 | $74.5B | 1.07% | |
| 14 | HDHOME DEPOT INC | 197,401 | $73.8B | 1.06% | |
| 15 | LRCXLAM RESEARCH CORP | 440,001 | $72.6B | 1.04% | |
| 16 | KLACKLA CORP | 54,193 | $66.5B | 0.95% | |
| 17 | ABBVABBVIE INC | 304,522 | $66.0B | 0.95% | |
| 18 | VSTVISTRA CORP | 338,167 | $64.0B | 0.92% | |
| 19 | NVSNNOVARTIS AG | 486,464 | $61.1B | 0.88% | |
| 20 | IBMINTERNATIONAL BUSINESS MACHS | 198,269 | $60.8B | 0.87% | |
| 21 | VVISA INC | 178,251 | $60.6B | 0.87% | |
| 22 | MTGMGIC INVT CORP WIS | 2,125,640 | $59.7B | 0.86% | |
| 23 | NRANRG ENERGY INC | 334,959 | $58.0B | 0.83% | |
| 24 | CRMSALESFORCE INC | 223,603 | $56.5B | 0.81% | |
| 25 | IWFISHARES TR | 115,089 | $55.2B | 0.79% | |
| 26 | MAMASTERCARD INCORPORATED | 97,591 | $54.0B | 0.77% | |
| 27 | LLYELI LILLY & CO | 57,388 | $53.1B | 0.76% | |
| 28 | ORCLORACLE CORP | 209,831 | $52.5B | 0.75% | |
| 29 | EBAEBAY INC. | 621,134 | $50.3B | 0.72% | |
| 30 | JEFJEFFERIES FINL GROUP INC | 909,803 | $49.1B | 0.70% | |
| 31 | CMACOMERICA INC | 627,289 | $49.0B | 0.70% | |
| 32 | QCOMQUALCOMM INC | 264,128 | $47.5B | 0.68% | |
| 33 | VTVVANGUARD INDEX FDS | 254,429 | $47.1B | 0.68% | |
| 34 | EFAISHARES TR | 492,597 | $46.4B | 0.66% | |
| 35 | ALSNALLISON TRANSMISSION HLDGS I | 562,886 | $45.5B | 0.65% | |
| 36 | VOVANGUARD INDEX FDS | 156,184 | $45.1B | 0.65% | |
| 37 | SMHVANECK ETF TRUST | 123,913 | $44.5B | 0.64% | |
| 38 | VICIVICI PPTYS INC | 1,457,184 | $44.0B | 0.63% | |
| 39 | JNJJOHNSON & JOHNSON | 235,947 | $43.9B | 0.63% | |
| 40 | AMGNAMGEN INC | 134,917 | $43.2B | 0.62% | |
| 41 | HRBBLOCK H & R INC | 843,376 | $42.7B | 0.61% | |
| 42 | RRYDER SYS INC | 243,382 | $40.8B | 0.58% | |
| 43 | VTIVANGUARD INDEX FDS | 122,054 | $40.7B | 0.58% | |
| 44 | SUSUNCOR ENERGY INC NEW | 986,242 | $40.7B | 0.58% | |
| 45 | WELLWELLTOWER INC | 208,401 | $38.8B | 0.56% | |
| 46 | EOGEOG RES INC | 356,650 | $37.5B | 0.54% | |
| 47 | FTNTFORTINET INC | 400,165 | $34.4B | 0.49% | |
| 48 | VOOVANGUARD INDEX FDS | 53,814 | $33.5B | 0.48% | |
| 49 | CRCCANADIAN NAT RES LTD | 1,042,659 | $33.2B | 0.48% | |
| 50 | CFCF INDS HLDGS INC | 381,368 | $32.4B | 0.46% | |
| 51 | IQLTISHARES TR | 699,202 | $31.0B | 0.44% | |
| 52 | DGRWWISDOMTREE TR | 342,114 | $30.3B | 0.43% | |
| 53 | VBVANGUARD INDEX FDS | 116,924 | $29.7B | 0.43% | |
| 54 | AGGISHARES TR | 295,988 | $29.6B | 0.42% | |
| 55 | AQLTISHARES TR | 334,333 | $29.3B | 0.42% | |
| 56 | LMTLOCKHEED MARTIN CORP | 57,832 | $27.4B | 0.39% | |
| 57 | AMATAPPLIED MATLS INC | 113,028 | $27.2B | 0.39% | |
| 58 | TSLATESLA INC | 57,527 | $26.6B | 0.38% | |
| 59 | VVVANGUARD INDEX FDS | 81,464 | $25.5B | 0.37% | |
| 60 | KOCOCA COLA CO | 370,461 | $25.4B | 0.36% | |
| 61 | UNPUNION PAC CORP | 115,097 | $25.0B | 0.36% | |
| 62 | JBNDJ P MORGAN EXCHANGE TRADED F | 463,479 | $25.0B | 0.36% | |
| 63 | GOOGALPHABET INC | 87,469 | $24.9B | 0.36% | |
| 64 | VCRBVANGUARD MALVERN FDS | 316,754 | $24.7B | 0.35% | |
| 65 | VWOVANGUARD INTL EQUITY INDEX F | 449,846 | $24.7B | 0.35% | |
| 66 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 83,827 | $24.6B | 0.35% | |
| 67 | JPIEJ P MORGAN EXCHANGE TRADED F | 531,112 | $24.5B | 0.35% | |
| 68 | ACNACCENTURE PLC IRELAND | 96,447 | $23.9B | 0.34% | |
| 69 | IVVISHARES TR | 34,737 | $23.7B | 0.34% | |
| 70 | IJRISHARES TR | 190,400 | $22.6B | 0.32% | |
| 71 | PULSPGIM ETF TR | 453,468 | $22.5B | 0.32% | |
| 72 | VIGVANGUARD SPECIALIZED FUNDS | 102,840 | $22.2B | 0.32% | |
| 73 | WDAYWORKDAY INC | 94,602 | $22.0B | 0.31% | |
| 74 | LOWLOWES COS INC | 92,715 | $21.7B | 0.31% | |
| 75 | BRK/BBERKSHIRE HATHAWAY INC DEL | 44,383 | $21.7B | 0.31% | |
| 76 | BSVVANGUARD BD INDEX FDS | 271,150 | $21.3B | 0.31% | |
| 77 | QNSTQUINSTREET INC | 1,401,542 | $20.9B | 0.30% | |
| 78 | MBSANGEL OAK FUNDS TRUST | 2,367,603 | $20.7B | 0.30% | |
| 79 | VRSKVERISK ANALYTICS INC | 94,291 | $20.2B | 0.29% | |
| 80 | COSTCOSTCO WHSL CORP NEW | 21,289 | $19.9B | 0.29% | |
| 81 | VUGVANGUARD INDEX FDS | 38,856 | $19.2B | 0.28% | |
| 82 | TICACUREN CORP | 1,618,316 | $19.2B | 0.28% | |
| 83 | INGRINGREDION INC | 177,206 | $19.1B | 0.27% | |
| 84 | IEMGISHARES INC | 278,211 | $18.9B | 0.27% | |
| 85 | ADBEADOBE INC | 55,356 | $18.6B | 0.27% | |
| 86 | SAFESAFEHOLD INC | 1,256,200 | $18.1B | 0.26% | |
| 87 | UBERUBER TECHNOLOGIES INC | 193,912 | $18.0B | 0.26% | |
| 88 | PANWPALO ALTO NETWORKS INC | 83,573 | $17.8B | 0.26% | |
| 89 | MPWRMONOLITHIC PWR SYS INC | 16,932 | $16.9B | 0.24% | |
| 90 | NFLXNETFLIX INC | 15,234 | $16.7B | 0.24% | |
| 91 | WCMIFIRST TR EXCHANGE-TRADED FD | 988,922 | $16.6B | 0.24% | |
| 92 | IBITISHARES BITCOIN TRUST ETF | 267,453 | $15.8B | 0.23% | |
| 93 | NDQINVESCO QQQ TR | 25,045 | $15.6B | 0.22% | |
| 94 | WMTWALMART INC | 150,307 | $15.3B | 0.22% | |
| 95 | VCITVANGUARD SCOTTSDALE FDS | 181,036 | $15.1B | 0.22% | |
| 96 | VEAVANGUARD TAX-MANAGED FDS | 246,295 | $15.0B | 0.21% | |
| 97 | AEBIAEBI SCHMIDT HLDG AG | 1,337,850 | $14.7B | 0.21% | |
| 98 | VCLTVANGUARD SCOTTSDALE FDS | 183,217 | $14.0B | 0.20% | |
| 99 | MUBISHARES TR | 130,908 | $14.0B | 0.20% | |
| 100 | VTVANGUARD INTL EQUITY INDEX F | 96,615 | $13.5B | 0.19% |
Page 1 of 11Next