NewEdge Wealth, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$7.0B

Holdings

1,017

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,017 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
711,837$361.0B5175.55%
2
AAPLAPPLE INC
1,167,152$315.3B4520.09%
3
NVDANVIDIA CORPORATION
1,169,815$228.4B3273.78%
4
GOOGLALPHABET INC
793,916$225.7B3235.91%
5
AVGOBROADCOM INC
394,708$141.7B2031.31%
6
JPMJPMORGAN CHASE & CO.
450,230$140.3B2011.75%
7
SPYSPDR S&P 500 ETF TR
199,452$135.1B1937.45%
8
AMZNAMAZON COM INC
549,921$135.1B1936.61%Put
9
METAMETA PLATFORMS INC
209,498$133.2B1910.00%
10
BXBLACKSTONE INC
676,733$97.7B1400.15%
11
WFCWELLS FARGO CO NEW
982,921$85.5B1225.23%
12
GILDGILEAD SCIENCES INC
619,690$76.0B1088.99%
13
AZOAUTOZONE INC
20,348$74.5B1068.19%
14
HDHOME DEPOT INC
197,401$73.8B1057.95%
15
LRCXLAM RESEARCH CORP
440,001$72.6B1041.12%
16
KLACKLA CORP
54,193$66.5B953.35%
17
ABBVABBVIE INC
304,522$66.0B946.34%
18
VSTVISTRA CORP
338,167$64.0B918.16%
19
NVSNNOVARTIS AG
486,464$61.1B875.23%
20
IBMINTERNATIONAL BUSINESS MACHS
198,269$60.8B871.96%
21
VVISA INC
178,251$60.6B868.94%
22
MTGMGIC INVT CORP WIS
2,125,640$59.7B855.39%
23
NRANRG ENERGY INC
334,959$58.0B831.66%
24
CRMSALESFORCE INC
223,603$56.5B809.99%
25
IWFISHARES TR
115,089$55.2B791.92%
26
MAMASTERCARD INCORPORATED
97,591$54.0B774.12%
27
LLYELI LILLY & CO
57,388$53.1B761.68%
28
ORCLORACLE CORP
209,831$52.5B752.97%
29
EBAEBAY INC.
621,134$50.3B721.36%
30
JEFJEFFERIES FINL GROUP INC
909,803$49.1B703.41%
31
CMACOMERICA INC
627,289$49.0B702.97%
32
QCOMQUALCOMM INC
264,128$47.5B680.52%
33
VTVVANGUARD INDEX FDS
254,429$47.1B675.56%
34
EFAISHARES TR
492,597$46.4B664.95%
35
ALSNALLISON TRANSMISSION HLDGS I
562,886$45.5B651.70%
36
VOVANGUARD INDEX FDS
156,184$45.1B646.06%
37
SMHVANECK ETF TRUST
123,913$44.5B638.62%
38
VICIVICI PPTYS INC
1,457,184$44.0B630.26%
39
JNJJOHNSON & JOHNSON
235,947$43.9B629.16%
40
AMGNAMGEN INC
134,917$43.2B618.67%
41
HRBBLOCK H & R INC
843,376$42.7B611.55%
42
RRYDER SYS INC
243,382$40.8B584.64%
43
VTIVANGUARD INDEX FDS
122,054$40.7B582.95%
44
SUSUNCOR ENERGY INC NEW
986,242$40.7B582.80%
45
WELLWELLTOWER INC
208,401$38.8B556.75%
46
EOGEOG RES INC
356,650$37.5B537.83%
47
FTNTFORTINET INC
400,165$34.4B493.31%
48
VOOVANGUARD INDEX FDS
53,814$33.5B480.52%
49
CRCCANADIAN NAT RES LTD
1,042,659$33.2B476.53%
50
CFCF INDS HLDGS INC
381,368$32.4B465.00%
51
IQLTISHARES TR
699,202$31.0B444.76%
52
DGRWWISDOMTREE TR
342,114$30.3B434.10%
53
VBVANGUARD INDEX FDS
116,924$29.7B425.56%
54
AGGISHARES TR
295,988$29.6B423.78%
55
AQLTISHARES TR
334,333$29.3B420.59%
56
LMTLOCKHEED MARTIN CORP
57,832$27.4B392.27%
57
AMATAPPLIED MATLS INC
113,028$27.2B390.33%
58
TSLATESLA INC
57,527$26.6B381.07%
59
VVVANGUARD INDEX FDS
81,464$25.5B365.64%
60
KOCOCA COLA CO
370,461$25.4B363.85%
61
UNPUNION PAC CORP
115,097$25.0B358.69%
62
JBNDJ P MORGAN EXCHANGE TRADED F
463,479$25.0B358.40%
63
GOOGALPHABET INC
87,469$24.9B357.07%
64
VCRBVANGUARD MALVERN FDS
316,754$24.7B354.20%
65
VWOVANGUARD INTL EQUITY INDEX F
449,846$24.7B353.41%
66
TSMTAIWAN SEMICONDUCTOR MFG LTD
83,827$24.6B352.88%
67
JPIEJ P MORGAN EXCHANGE TRADED F
531,112$24.5B351.46%
68
ACNACCENTURE PLC IRELAND
96,447$23.9B342.65%
69
IVVISHARES TR
34,737$23.7B339.09%
70
IJRISHARES TR
190,400$22.6B323.59%
71
PULSPGIM ETF TR
453,468$22.5B322.77%
72
VIGVANGUARD SPECIALIZED FUNDS
102,840$22.2B318.84%
73
WDAYWORKDAY INC
94,602$22.0B314.78%
74
LOWLOWES COS INC
92,715$21.7B311.49%
75
BRK/BBERKSHIRE HATHAWAY INC DEL
44,383$21.7B310.99%
76
BSVVANGUARD BD INDEX FDS
271,150$21.3B305.73%
77
QNSTQUINSTREET INC
1,401,542$20.9B299.38%
78
MBSANGEL OAK FUNDS TRUST
2,367,603$20.7B296.79%
79
VRSKVERISK ANALYTICS INC
94,291$20.2B289.34%
80
COSTCOSTCO WHSL CORP NEW
21,289$19.9B285.37%
81
VUGVANGUARD INDEX FDS
38,856$19.2B275.19%
82
TICACUREN CORP
1,618,316$19.2B275.16%
83
INGRINGREDION INC
177,206$19.1B273.61%
84
IEMGISHARES INC
278,211$18.9B271.49%
85
ADBEADOBE INC
55,356$18.6B266.27%
86
SAFESAFEHOLD INC
1,256,200$18.1B258.97%
87
UBERUBER TECHNOLOGIES INC
193,912$18.0B257.84%
88
PANWPALO ALTO NETWORKS INC
83,573$17.8B255.41%
89
MPWRMONOLITHIC PWR SYS INC
16,932$16.9B242.78%
90
NFLXNETFLIX INC
15,234$16.7B239.90%
91
WCMIFIRST TR EXCHANGE-TRADED FD
988,922$16.6B237.33%
92
IBITISHARES BITCOIN TRUST ETF
267,453$15.8B225.91%
93
NDQINVESCO QQQ TR
25,045$15.6B223.79%
94
WMTWALMART INC
150,307$15.3B218.65%
95
VCITVANGUARD SCOTTSDALE FDS
181,036$15.1B216.58%
96
VEAVANGUARD TAX-MANAGED FDS
246,295$15.0B214.33%
97
AEBIAEBI SCHMIDT HLDG AG
1,337,850$14.7B210.78%
98
VCLTVANGUARD SCOTTSDALE FDS
183,217$14.0B201.01%
99
MUBISHARES TR
130,908$14.0B200.79%
100
VTVANGUARD INTL EQUITY INDEX F
96,615$13.5B193.56%
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