Notify me when NewEdge Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,017 | $6,968,119,098 | +$526,786,462 | -$288,719,514 | +$238,066,948 | MSFT, AAPL, NVDA, GOOGL, AVGO | 13F-HR | 07 Nov 2025, 16:23 |
| Q2 2025 | 960 | $6,384,304,580 | +$663,971,951 | -$392,650,925 | +$271,321,026 | MSFT, AAPL, NVDA, META, GOOGL | 13F-HR | 11 Aug 2025, 13:40 |
| Q1 2025 | 930 | $5,520,869,278 | +$470,574,697 | -$502,646,271 | -$32,071,574 | MSFT, AAPL, NVDA, META, GOOGL | 13F-HR | 09 May 2025, 10:01 |
| Q4 2024 | 916 | $5,766,471,182 | +$525,045,547 | -$298,171,348 | +$226,874,199 | MSFT, AAPL, GOOGL, META, SPY | 13F-HR | 04 Feb 2025, 18:34 |
| Q3 2024 | 870 | $5,541,800,117 | +$993,787,227 | -$297,080,766 | +$696,706,461 | MSFT, AAPL, GOOGL, SPY, META | 13F-HR | 12 Nov 2024, 11:01 |
| Q2 2024 | 759 | $4,614,788,799 | +$231,280,018 | -$263,247,263 | -$31,967,245 | MSFT, AAPL, GOOGL, META, SPY | 13F-HR | 01 Aug 2024, 18:16 |
| Q1 2024 | 784 | $4,417,642,313 | +$701,989,077 | -$306,689,187 | +$395,299,890 | MSFT, AAPL, GOOGL, SPY, META | 13F-HR | 06 May 2024, 09:39 |
| Q4 2023 | 735 | $3,912,485,907 | +$592,549,948 | -$207,692,631 | +$384,857,317 | MSFT, AAPL, BX, GOOGL, SPY | 13F-HR | 29 Jan 2024, 16:31 |
| Q3 2023 | 681 | $3,155,697,091 | +$410,023,750 | -$188,247,619 | +$221,776,131 | MSFT, AAPL, BX, SPY, GOOGL | 13F-HR | 08 Nov 2023, 14:23 |
| Q2 2023 | 632 | $2,993,472,742 | +$419,614,763 | -$146,880,668 | +$272,734,095 | MSFT, AAPL, SAFE, SPY, BX | 13F-HR | 09 Aug 2023, 11:24 |
| Q1 2023 | 607 | $2,634,800,385 | +$439,425,290 | -$114,190,074 | +$325,235,216 | MSFT, AAPL, SAFE, BX, NEWR | 13F-HR | 08 May 2023, 13:47 |
| Q4 2022 | 542 | $2,322,323,970 | +$201,075,870 | -$121,835,946 | +$79,239,924 | MSFT, AAPL, BX, SAFEXXXX, NEWR | 13F-HR | 14 Feb 2023, 10:06 |
| Q3 2022 | 517 | $2,114,491,000 | +$311,440,518 | -$133,113,608 | +$178,326,910 | MSFT, AAPL, BX, NEWR, SAFEXXXX | 13F-HR | 14 Nov 2022, 08:51 |
| Q2 2022 | 551 | $2,201,222,330 | +$547,228,325 | -$117,757,723 | +$429,470,602 | MSFT, STAR, AAPL, BX, SAFEXXXX | 13F-HR | 09 Aug 2022, 12:26 |
| Q1 2022 | 413 | $2,251,593,000 | +$338,762,742 | -$150,743,371 | +$188,019,371 | STAR, SAFEXXXX, MSFT, BX, AAPL | 13F-HR | 10 May 2022, 11:37 |
| Q4 2021 | 395 | $2,386,043,000 | +$668,849,835 | -$125,781,546 | +$543,068,289 | STAR, SAFEXXXX, MSFT, BERY, BX | 13F-HR | 31 Jan 2022, 15:49 |
| Q3 2021 | 283 | $1,680,287,000 | +$442,572,666 | -$71,209,624 | +$371,363,042 | STAR, SAFEXXXX, MSFT, BERY, ASH | 13F-HR | 12 Nov 2021, 13:41 |
| Q2 2021 | 275 | $1,309,498,000 | +$368,832,694 | -$134,000,183 | +$234,832,511 | MSFT, IWF, SPY, SAFEXXXX, STAR | 13F-HR | 11 Aug 2021, 16:18 |
| Q1 2021 | 291 | $1,006,011,000 | +$675,797,424 | -$7,158,054 | +$668,639,370 | MSFT, SPY, IWF, EFA, VTV | 13F-HR | 13 May 2021, 16:33 |
| Q4 2020 | 142 | $325,052,000 | $0 | IWF, SPY, MSFT, VEA, EFA | 13F-HR | 13 May 2021, 16:09 |