NewEdge Wealth, LLC - Portfolio Stock Holdings
NewEdge Wealth, LLC disclosed 1272 stock positions in a recent SEC 13F filing. $8,176,253,141 of stock holdings were filed, with the largest holdings including USFR, AAPL, and MSFT. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.We estimate the fund has a total AUM of $19,926,358,801 and has 211 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
1272Est. Stock Holding Value:
$8,176,253,141Top Stock Holdings By Sector
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Portfolio Stock Holdings - NewEdge Wealth, LLC
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Portfolio Options Holdings - NewEdge Wealth, LLC
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