NewEdge Wealth, LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$8.9B

Holdings

1,179

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,179 positions)

#StockSharesValue% PortfolioType
401
AGXARGAN INC
7,714$2.4M0.03%
402
JCIJOHNSON CTLS INTL PLC
20,170$2.4M0.03%
403
MCKMCKESSON CORP
2,920$2.4M0.03%
404
INTCINTEL CORP
64,847$2.4M0.03%
405
ESGVVANGUARD WORLD FD
19,620$2.4M0.03%
406
SPYMSPDR SERIES TRUST
29,462$2.4M0.03%
407
BKBANK NEW YORK MELLON CORP
20,267$2.4M0.03%
408
LSTRLANDSTAR SYS INC
16,363$2.4M0.03%
409
A4SAMERIPRISE FINL INC
4,767$2.3M0.03%
410
KAIKADANT INC
8,142$2.3M0.03%
411
SOXXISHARES TR
7,703$2.3M0.03%
412
DOCTFIRST TR EXCHNG TRADED FD VI
52,196$2.3M0.03%
413
SPDWSPDR INDEX SHS FDS
52,036$2.3M0.03%
414
SITESITEONE LANDSCAPE SUPPLY INC
18,511$2.3M0.03%
415
EQIXEQUINIX INC
2,997$2.3M0.03%
416
MNSTMONSTER BEVERAGE CORP NEW
29,918$2.3M0.03%
417
ARESARES MANAGEMENT CORPORATION
14,185$2.3M0.03%
418
EMEEMCOR GROUP INC
3,736$2.3M0.03%
419
FHBFIRST HAWAIIAN INC
90,110$2.3M0.03%
420
SHWSHERWIN WILLIAMS CO
6,974$2.3M0.03%
421
LMBSFIRST TR EXCHANGE-TRADED FD
45,159$2.3M0.03%
422
VLOVALERO ENERGY CORP
13,764$2.2M0.03%
423
FTCBFIRST TR EXCHANGE-TRADED FD
104,821$2.2M0.03%
424
HLNEHAMILTON LANE INC
16,539$2.2M0.03%
425
USMVISHARES TR
23,050$2.2M0.02%
426
DASHDOORDASH INC
9,572$2.2M0.02%
427
MSCIMSCI INC
3,754$2.2M0.02%
428
CITHE CIGNA GROUP
7,815$2.1M0.02%
429
DBDEUTSCHE BANK A G
55,401$2.1M0.02%
430
DCIDONALDSON INC
24,039$2.1M0.02%
431
AMLPALPS ETF TR
44,904$2.1M0.02%
432
DSIISHARES TR
16,358$2.1M0.02%
433
HSYHERSHEY CO
11,572$2.1M0.02%
434
CMCSACOMCAST CORP NEW
70,101$2.1M0.02%
435
IUSVISHARES TR
20,378$2.1M0.02%
436
BBARRICK MNG CORP
47,929$2.1M0.02%
437
SPGSIMON PPTY GROUP INC NEW
11,266$2.1M0.02%
438
VOEVANGUARD INDEX FDS
11,753$2.1M0.02%
439
DHID R HORTON INC
14,327$2.1M0.02%
440
TMUST-MOBILE US INC
10,146$2.1M0.02%
441
DNLWISDOMTREE TR
49,957$2.1M0.02%
442
FROGJFROG LTD
32,764$2.0M0.02%
443
UPSUNITED PARCEL SERVICE INC
20,561$2.0M0.02%
444
CHHCHOICE HOTELS INTL INC
21,372$2.0M0.02%
445
MLNVANECK ETF TRUST
116,028$2.0M0.02%
446
VHTVANGUARD WORLD FD
7,010$2.0M0.02%
447
MARMARRIOTT INTL INC NEW
6,425$2.0M0.02%
448
CVSCVS HEALTH CORP
25,099$2.0M0.02%
449
GWWWW GRAINGER INC
1,970$2.0M0.02%
450
BANFBANCFIRST CORP
18,586$2.0M0.02%
451
MLIMUELLER INDS INC
17,158$2.0M0.02%
452
USBUS BANCORP DEL
36,727$2.0M0.02%
453
HDBHDFC BANK LTD
53,397$2.0M0.02%
454
XLYSELECT SECTOR SPDR TR
16,325$1.9M0.02%
455
IWNISHARES TR
10,715$1.9M0.02%
456
ABNBAIRBNB INC
14,265$1.9M0.02%
457
UGIUGI CORP NEW
51,664$1.9M0.02%
458
UITBVICTORY PORTFOLIOS II
40,592$1.9M0.02%
459
AAAUGOLDMAN SACHS PHYSICAL GOLD
44,998$1.9M0.02%
460
SIVRABRDN SILVER ETF TRUST
58,700$1.9M0.02%Put
461
CAPLCROSSAMERICA PARTNERS LP
92,762$1.9M0.02%
462
TDIVFIRST TR EXCHANGE TRADED FD
19,733$1.9M0.02%
463
PNNTPENNANTPARK INVT CORP
319,426$1.9M0.02%
464
MANHMANHATTAN ASSOCIATES INC
10,978$1.9M0.02%
465
SCHGSCHWAB STRATEGIC TR
58,246$1.9M0.02%
466
ZTSZOETIS INC
15,073$1.9M0.02%
467
PYPLPAYPAL HLDGS INC
32,439$1.9M0.02%
468
FEZSPDR INDEX SHS FDS
29,306$1.9M0.02%
469
EWJISHARES INC
23,114$1.9M0.02%
470
KMIKINDER MORGAN INC DEL
66,573$1.8M0.02%
471
SHYISHARES TR
22,088$1.8M0.02%
472
BCSBARCLAYS PLC
71,597$1.8M0.02%
473
DYHTARGET CORP
18,618$1.8M0.02%
474
VRTVERTIV HOLDINGS CO
11,227$1.8M0.02%
475
FSLRFIRST SOLAR INC
6,947$1.8M0.02%
476
CDNSCADENCE DESIGN SYSTEM INC
5,777$1.8M0.02%
477
CHECHEMED CORP NEW
4,221$1.8M0.02%
478
FDTFIRST TR EXCH TRD ALPHDX FD
22,683$1.8M0.02%
479
FTGSFIRST TR EXCHANGE-TRADED FD
50,654$1.8M0.02%
480
VYMVANGUARD WHITEHALL FDS
12,466$1.8M0.02%
481
CRVLCORVEL CORP
26,388$1.8M0.02%
482
VIOOVANGUARD ADMIRAL FDS INC
16,051$1.8M0.02%
483
FJULFIRST TR EXCHNG TRADED FD VI
31,632$1.8M0.02%
484
PDDPDD HOLDINGS INC
15,583$1.8M0.02%
485
TFCTRUIST FINL CORP
35,875$1.8M0.02%
486
BIPCBROOKFIELD INFRASTRUCTURE CO
38,769$1.8M0.02%
487
DEODIAGEO PLC
20,394$1.8M0.02%
488
NEMNEWMONT CORP
17,549$1.8M0.02%
489
FBTCFIDELITY WISE ORIGIN BITCOIN
22,929$1.7M0.02%
490
FBTFIRST TR EXCHANGE-TRADED FD
8,458$1.7M0.02%
491
MILNGLOBAL X FDS
37,200$1.7M0.02%
492
NETCLOUDFLARE INC
8,720$1.7M0.02%
493
TPLTEXAS PACIFIC LAND CORPORATI
5,965$1.7M0.02%
494
BLWBLACKROCK LTD DURATION INCOM
124,574$1.7M0.02%
495
BABOEING CO
7,841$1.7M0.02%
496
UFPIUFP INDUSTRIES INC
18,686$1.7M0.02%
497
DSUBLACKROCK DEBT STRATEGIES FD
167,081$1.7M0.02%
498
ALSALLSTATE CORP
8,103$1.7M0.02%
499
ABGCENCORA INC
4,959$1.7M0.02%
500
8CWCROWN CASTLE INC
18,768$1.7M0.02%
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