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NewEdge Wealth, LLC

Q4 2025 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    1,187

  • Value ($000)

    $8,851,775

  • Date Filed
    02/03/2026
  • Form type
    13F-HR
  • CIK
    0001861796
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$419.19M
5 %

8,330,402

M
MSFT

MICROSOFT CORP

COM
594918104
$381.32M
4 %

788,473

A
AAPL

APPLE INC

COM
037833100
$365.37M
4 %

1,343,979

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$278.05M
3 %

1,490,872

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$277.7M
3 %

887,209

A
AVGO

BROADCOM INC

COM
11135F101
$162.42M
2 %

469,277

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$157.64M
2 %

231,168

A
AMZN

AMAZON COM INC

COM
023135106
$155.37M
2 %

673,125

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$154.83M
2 %

480,501

M
META

META PLATFORMS INC

CL A
30303M102
$153.1M
2 %

231,939

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