HoldingsChannel.com
NewEdge Wealth LLC Top Holdings
As of  06/30/2022, below is a summary of the NewEdge Wealth LLC top holdings by largest position size, as per the latest 13f filing made by NewEdge Wealth LLC. In the NewEdge Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by NewEdge Wealth LLC in that top holding, then the share count change between reporting periods, and finally the NewEdge Wealth LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
MICROSOFT CORP 303,719 +37,090 $78,004
     MSFT303,719+37,090$78,004
ISTAR INC 4,861,044 -53,206 $66,645
     STAR4,861,044-53,206$66,645
APPLE INC 420,192 +48,995 $57,449
     AAPL420,192+48,995$57,449
BLACKSTONE INC 610,679 +94,910 $55,712
     BX610,679+94,910$55,712
SAFEHOLD INC 1,553,469 -35,808 $54,946
     SAFE1,553,469-35,808$54,946
SPDR S&P 500 ETF TR (SPY) 111,337 -2,151 $42,002
     SPY111,337-2,151$42,002
NEW RELIC INC 829,307 +42,872 $41,507
     NEWR829,307+42,872$41,507
ISHARES TR (EFA) 660,739 -38,557 $41,290
     EFA660,739-38,557$41,290
VANGUARD INDEX FDS (VTV) 299,872 -11,618 $39,547
     VTV299,872-11,618$39,547
ASHLAND GLOBAL HLDGS INC 352,233 -93,870 $36,298
     ASH352,233-93,870$36,298
BERRY GLOBAL GROUP INC 639,481 -173,388 $34,941
     BERY639,481-173,388$34,941
ALPHABET INC 15,669 +1,357 $34,147
     GOOGL15,669+1,357$34,147
ISHARES TR (IWF) 149,903 -2,887 $32,784
     IWF149,903-2,887$32,784
UNITEDHEALTH GROUP INC 58,207 +8,387 $29,897
     UNH58,207+8,387$29,897
ZILLOW GROUP INC 824,808 +14,005 $26,188
     Z824,808+14,005$26,188
GROUP 1 AUTOMOTIVE INC 136,892 -1,402 $23,244
     GPI136,892-1,402$23,244
PFIZER INC 436,355 +74,360 $22,878
     PFE436,355+74,360$22,878
AMAZON COM INC 214,470 +205,080 $22,779
     AMZN214,470+205,080$22,779
HOME DEPOT INC 82,523 +12,171 $22,633
     HD82,523+12,171$22,633
VANGUARD INDEX FDS (VO) 112,266 +43,937 $22,113
     VO112,266+43,937$22,113
QUINSTREET INC 2,196,122 -567,220 $22,093
     QNST2,196,122-567,220$22,093
VANGUARD INDEX FDS (VB) 122,526 +10,789 $21,578
     VB122,526+10,789$21,578
BLOCK H & R INC 610,349 +25,790 $21,558
     HRB610,349+25,790$21,558
KRANESHARES TR (KWEB) 638,995 +86,488 $20,933
     KWEB638,995+86,488$20,933
VANGUARD INTL EQUITY INDEX F (VWO) 476,599 -55,073 $19,850
     VWO476,599-55,073$19,850
SALESFORCE INC 119,199 +108,478 $19,673
     CRM119,199+108,478$19,673
AUTOZONE INC 9,087 +5,330 $19,529
     AZO9,087+5,330$19,529
ISHARES TR (USIG) 365,297 -21,577 $18,619
     USIG365,297-21,577$18,619
ISHARES TR (EWU) 597,662 +45,098 $17,906
     EWU597,662+45,098$17,906
VISA INC 86,376 +18,545 $17,007
     V86,376+18,545$17,007
JOHNSON & JOHNSON 89,803 +18,478 $15,941
     JNJ89,803+18,478$15,941
ACCENTURE PLC IRELAND 56,890 +9,499 $15,796
     ACN56,890+9,499$15,796
META PLATFORMS INC 97,218 +8,139 $15,676
     FB97,218+8,139$15,676
INTEL CORP 417,212 +17,956 $15,608
     INTC417,212+17,956$15,608
J P MORGAN EXCHANGE TRADED F (JPST) 298,606 +193,004 $14,957
     JPST298,606+193,004$14,957
GLOBAL X FDS 587,733 +307,129 $14,693
     BUG587,733+307,129$14,693
LILLY ELI & CO 43,317 +42,102 $14,045
     LLY43,317+42,102$14,045
PROCTER AND GAMBLE CO 95,369 +23,765 $13,713
     PG95,369+23,765$13,713
COCA COLA CO 215,733 +10,969 $13,572
     KO215,733+10,969$13,572
VANGUARD INTL EQUITY INDEX F (VT) 158,722 +35,210 $13,545
     VT158,722+35,210$13,545
CANADIAN NAT RES LTD 250,489 +9,428 $13,446
     CNQ250,489+9,428$13,446
WELLS FARGO CO NEW      $13,315
     WFC329,882+329,882$12,921
     WFC.PRL324+324$394
ISHARES TR (IEFA) 222,592 -9,714 $13,100
     IEFA222,592-9,714$13,100
JPMORGAN CHASE & CO 115,539 +14,459 $13,011
     JPM115,539+14,459$13,011
MOMENTIVE GLOBAL INC 1,475,340 +1,317,204 $12,983
     MNTV1,475,340+1,317,204$12,983
ISHARES TR (SOXX) 36,575 +14,077 $12,787
     SOXX36,575+14,077$12,787
VANGUARD SPECIALIZED FUNDS (VIG) 88,415 +383 $12,685
     VIG88,415+383$12,685
MCDONALDS CORP 50,475 +5,333 $12,461
     MCD50,475+5,333$12,461
ADOBE SYSTEMS INCORPORATED 32,768 +6,909 $11,995
     ADBE32,768+6,909$11,995
ISHARES INC (IEMG) 233,452 -8,909 $11,453
     IEMG233,452-8,909$11,453

See Full List: All Stocks Held By NewEdge Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By NewEdge Wealth LLC

Size ($ in 1000's)
At 06/30/2022: $2,201,552
At 03/31/2022: $2,252,479

NewEdge Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from NewEdge Wealth LLC 13F filings. Link to 13F filings: SEC filings

NewEdge Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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