NewEdge Wealth, LLC

Q4 2024 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    917

  • Value ($000)

    $5,766,490

  • Date Filed
    02/04/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$286.59M
5 %

679,931

AAPL
AAPL

APPLE INC

COM
037833100
$284.23M
5 %

1,135,029

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$138.58M
2 %

732,060

META
META

META PLATFORMS INC

CL A
30303M102
$117.85M
2 %

201,274

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$112.18M
2 %

191,411

BX
BX

BLACKSTONE INC

COM
09260D107
$111.16M
2 %

644,685

AVGO
AVGO

BROADCOM INC

COM
11135F101
$99.38M
2 %

428,637

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$97.40M
2 %

406,308

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$90.30M
2 %

672,393

CRM
CRM

SALESFORCE INC

COM
79466L302
$71.66M
1 %

214,325

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