HoldingsChannel.com
NewEdge Wealth LLC Top Holdings
As of  06/30/2023, 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
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
MICROSOFT CORP 408,910 +43,735 $139,250
     MSFT408,910+43,735$139,250
APPLE INC 615,431 +55,184 $119,375
     AAPL615,431+55,184$119,375
SAFEHOLD INC 2,792,103 -21,887 $66,257
     SAFE2,792,103-21,887$66,257
SPDR S&P 500 ETF TR (SPY) 138,269 +6,139 $61,292
     SPY138,269+6,139$61,292
BLACKSTONE INC 640,234 -98,701 $59,523
     BX640,234-98,701$59,523
ISHARES TR (EFA) 608,917 -3,694 $44,146
     EFA608,917-3,694$44,146
ALPHABET INC 350,223 +51,352 $41,922
     GOOGL350,223+51,352$41,922
NEW RELIC INC 575,630 -187,979 $37,669
     NEWR575,630-187,979$37,669
VANGUARD INDEX FDS (VTV) 264,006 -13,831 $37,515
     VTV264,006-13,831$37,515
ISHARES TR (IWF) 132,353 -2,228 $36,421
     IWF132,353-2,228$36,421
BROADCOM INC 41,133 +33,827 $35,680
     AVGO41,133+33,827$35,680
ASHLAND INC 352,592 -10,460 $30,644
     ASH352,592-10,460$30,644
JPMORGAN CHASE & CO 210,662 +70,676 $30,639
     JPM210,662+70,676$30,639
META PLATFORMS INC 106,549 +2,110 $30,577
     META106,549+2,110$30,577
HOME DEPOT INC 93,196 +5,309 $28,951
     HD93,196+5,309$28,951
VANGUARD INDEX FDS (VO) 131,334 +3,450 $28,914
     VO131,334+3,450$28,914
LILLY ELI & CO 61,564 +8,002 $28,872
     LLY61,564+8,002$28,872
AUTOZONE INC 11,442 +329 $28,529
     AZO11,442+329$28,529
WISDOMTREE TR 416,790 +63,635 $27,783
     DGRW416,790+63,635$27,783
ISHARES TR (IQLT) 780,072 +75,465 $27,771
     IQLT780,072+75,465$27,771
VANGUARD SCOTTSDALE FDS (VCSH) 358,075 +78,443 $27,092
     VCSH358,075+78,443$27,092
KLA CORP 55,663 +1,350 $26,998
     KLAC55,663+1,350$26,998
BLOCK H & R INC 819,723 +43,380 $26,125
     HRB819,723+43,380$26,125
VANGUARD INDEX FDS (VB) 131,177 -370 $26,090
     VB131,177-370$26,090
VISA INC 109,851 +21,611 $26,087
     V109,851+21,611$26,087
AMAZON COM INC      $25,677
     AMZN196,971+69,890$25,677
     Put10,700UNCH$0
OREILLY AUTOMOTIVE INC 25,632 +1,353 $24,486
     ORLY25,632+1,353$24,486
QUINSTREET INC 2,771,883 +372,436 $24,476
     QNST2,771,883+372,436$24,476
NOVARTIS AG 238,248 +111,719 $24,042
     NVS238,248+111,719$24,042
ALLISON TRANSMISSION HLDGS I 407,985 +19,264 $23,035
     ALSN407,985+19,264$23,035
MASTERCARD INCORPORATED 57,804 +3,904 $22,734
     MA57,804+3,904$22,734
KRANESHARES TR (KWEB) 821,898 +10,159 $22,134
     KWEB821,898+10,159$22,134
MCDONALDS CORP 68,553 +6,796 $20,457
     MCD68,553+6,796$20,457
GILEAD SCIENCES INC 265,258 +81,231 $20,443
     GILD265,258+81,231$20,443
CANADIAN NAT RES LTD 350,996 +18,722 $19,747
     CNQ350,996+18,722$19,747
SCHWAB CHARLES CORP 348,266 +40,667 $19,740
     SCHW348,266+40,667$19,740
UNITEDHEALTH GROUP INC 40,889 -1,292 $19,653
     UNH40,889-1,292$19,653
AVANTAX INC 847,299 +847,299 $18,963
     AVTA847,299+847,299$18,963
POWERSCHOOL HOLDINGS INC 990,086 +49,014 $18,950
     PWSC990,086+49,014$18,950
SALESFORCE INC 88,419 -37,457 $18,679
     CRM88,419-37,457$18,679
VANGUARD SCOTTSDALE FDS (VGSH) 322,192 -20,303 $18,600
     VGSH322,192-20,303$18,600
JEFFERIES FINL GROUP INC 555,027 +30,234 $18,410
     JEF555,027+30,234$18,410
VANGUARD INTL EQUITY INDEX F (VWO) 451,171 -5,701 $18,354
     VWO451,171-5,701$18,354
ADOBE SYSTEMS INCORPORATED 37,532 +2,029 $18,353
     ADBE37,532+2,029$18,353
MGIC INVT CORP WIS 1,137,759 +289,859 $17,965
     MTG1,137,759+289,859$17,965
VANGUARD SPECIALIZED FUNDS (VIG) 109,856 +1,414 $17,844
     VIG109,856+1,414$17,844
VANECK ETF TRUST (SMH) 115,283 +60,480 $17,552
     SMH115,283+60,480$17,552
ACCENTURE PLC IRELAND 56,241 +14,041 $17,355
     ACN56,241+14,041$17,355
VANGUARD SCOTTSDALE FDS (VGIT) 287,400 +10,927 $16,859
     VGIT287,400+10,927$16,859
ISHARES TR (IEFA) 242,571 -6,328 $16,374
     IEFA242,571-6,328$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

Size ($ in 1000's)
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

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

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