
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
408,910 | +43,735 | $139,250 |
MSFT | 408,910 | +43,735 | $139,250 |
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615,431 | +55,184 | $119,375 |
AAPL | 615,431 | +55,184 | $119,375 |
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2,792,103 | -21,887 | $66,257 |
SAFE | 2,792,103 | -21,887 | $66,257 |
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138,269 | +6,139 | $61,292 |
SPY | 138,269 | +6,139 | $61,292 |
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640,234 | -98,701 | $59,523 |
BX | 640,234 | -98,701 | $59,523 |
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608,917 | -3,694 | $44,146 |
EFA | 608,917 | -3,694 | $44,146 |
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350,223 | +51,352 | $41,922 |
GOOGL | 350,223 | +51,352 | $41,922 |
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575,630 | -187,979 | $37,669 |
NEWR | 575,630 | -187,979 | $37,669 |
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264,006 | -13,831 | $37,515 |
VTV | 264,006 | -13,831 | $37,515 |
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132,353 | -2,228 | $36,421 |
IWF | 132,353 | -2,228 | $36,421 |
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41,133 | +33,827 | $35,680 |
AVGO | 41,133 | +33,827 | $35,680 |
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352,592 | -10,460 | $30,644 |
ASH | 352,592 | -10,460 | $30,644 |
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210,662 | +70,676 | $30,639 |
JPM | 210,662 | +70,676 | $30,639 |
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106,549 | +2,110 | $30,577 |
META | 106,549 | +2,110 | $30,577 |
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93,196 | +5,309 | $28,951 |
HD | 93,196 | +5,309 | $28,951 |
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131,334 | +3,450 | $28,914 |
VO | 131,334 | +3,450 | $28,914 |
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61,564 | +8,002 | $28,872 |
LLY | 61,564 | +8,002 | $28,872 |
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11,442 | +329 | $28,529 |
AZO | 11,442 | +329 | $28,529 |
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416,790 | +63,635 | $27,783 |
DGRW | 416,790 | +63,635 | $27,783 |
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780,072 | +75,465 | $27,771 |
IQLT | 780,072 | +75,465 | $27,771 |
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358,075 | +78,443 | $27,092 |
VCSH | 358,075 | +78,443 | $27,092 |
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55,663 | +1,350 | $26,998 |
KLAC | 55,663 | +1,350 | $26,998 |
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819,723 | +43,380 | $26,125 |
HRB | 819,723 | +43,380 | $26,125 |
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131,177 | -370 | $26,090 |
VB | 131,177 | -370 | $26,090 |
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109,851 | +21,611 | $26,087 |
V | 109,851 | +21,611 | $26,087 |
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$25,677 | ||
AMZN | 196,971 | +69,890 | $25,677 |
Put | 10,700 | UNCH | $0 |
![]() |
25,632 | +1,353 | $24,486 |
ORLY | 25,632 | +1,353 | $24,486 |
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2,771,883 | +372,436 | $24,476 |
QNST | 2,771,883 | +372,436 | $24,476 |
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238,248 | +111,719 | $24,042 |
NVS | 238,248 | +111,719 | $24,042 |
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407,985 | +19,264 | $23,035 |
ALSN | 407,985 | +19,264 | $23,035 |
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57,804 | +3,904 | $22,734 |
MA | 57,804 | +3,904 | $22,734 |
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821,898 | +10,159 | $22,134 |
KWEB | 821,898 | +10,159 | $22,134 |
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68,553 | +6,796 | $20,457 |
MCD | 68,553 | +6,796 | $20,457 |
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265,258 | +81,231 | $20,443 |
GILD | 265,258 | +81,231 | $20,443 |
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350,996 | +18,722 | $19,747 |
CNQ | 350,996 | +18,722 | $19,747 |
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348,266 | +40,667 | $19,740 |
SCHW | 348,266 | +40,667 | $19,740 |
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40,889 | -1,292 | $19,653 |
UNH | 40,889 | -1,292 | $19,653 |
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847,299 | +847,299 | $18,963 |
AVTA | 847,299 | +847,299 | $18,963 |
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990,086 | +49,014 | $18,950 |
PWSC | 990,086 | +49,014 | $18,950 |
![]() |
88,419 | -37,457 | $18,679 |
CRM | 88,419 | -37,457 | $18,679 |
![]() |
322,192 | -20,303 | $18,600 |
VGSH | 322,192 | -20,303 | $18,600 |
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555,027 | +30,234 | $18,410 |
JEF | 555,027 | +30,234 | $18,410 |
![]() |
451,171 | -5,701 | $18,354 |
VWO | 451,171 | -5,701 | $18,354 |
![]() |
37,532 | +2,029 | $18,353 |
ADBE | 37,532 | +2,029 | $18,353 |
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1,137,759 | +289,859 | $17,965 |
MTG | 1,137,759 | +289,859 | $17,965 |
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109,856 | +1,414 | $17,844 |
VIG | 109,856 | +1,414 | $17,844 |
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115,283 | +60,480 | $17,552 |
SMH | 115,283 | +60,480 | $17,552 |
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56,241 | +14,041 | $17,355 |
ACN | 56,241 | +14,041 | $17,355 |
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287,400 | +10,927 | $16,859 |
VGIT | 287,400 | +10,927 | $16,859 |
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242,571 | -6,328 | $16,374 |
IEFA | 242,571 | -6,328 | $16,374 |
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
![]() At 06/30/2023: $2,993,480 At 03/31/2023: $2,634,799 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 |