Holdings
NewEdge Wealth, LLC
As of Jun 30, 2026, NewEdge Wealth, LLC reported 756 positions worth US$6.64B. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1.39M | US$403M | +34,279 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 980K | US$350M | +46,972 | Jun 30, 2026 |
| Nvidia Corporation | 1.6M | US$319M | +224K | Jun 30, 2026 |
| Microsoft Corp. | 808K | US$301M | +39,270 | Jun 30, 2026 |
| Broadcom Inc. | 502K | US$190M | −10,467 | Jun 30, 2026 |
| Kla Corporation | 583K | US$176M | +527K | Jun 30, 2026 |
| Amazon.com, Inc. | 688K | US$164M | +15,901 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 500K | US$164M | +7,232 | Jun 30, 2026 |
| Lam Research Corporation | 361K | US$156M | +4,248 | Jun 30, 2026 |
| Meta Platforms, Inc. | 232K | US$131M | +12,540 | Jun 30, 2026 |