NEWEDGE WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

Sep 30, 2024 · NEWEDGE WEALTH, LLC. Newedge Wealth is based out of Pittsburgh. Newedge Wealth is a large advisory firm with 1771 clients and discretionary assets under management …

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$4.62
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NewEdge Wealth, LLC - 13F

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NewEdge Wealth, LLC reported 759 holdings with total value $4.62 B as of Q2 2024. Top holdings included MSFT, AAPL, GOOGL, META, and SPY. NewEdge Wealth, LLC 13F …

13f.info

$4543104
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NewEdge Wealth LLC Top Holdings 13F Filings - Holdings Channel

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At 03/31/2024: $4,543,104. NewEdge Wealth LLC AUM history. NewEdge Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was …

holdingschannel.com

$3.16
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NewEdge Wealth, LLC Q3 2023 13F Top Portfolio Holdings

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Aug 9, 2023 · NewEdge Wealth, LLC reported 647 holdings with total value $3.16 B as of Q3 2023. Top holdings included MSFT, AAPL, BX, SPY, and GOOGL. NewEdge Wealth, LLC Q3 …

13f.info

51%
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NewEdge Wealth LLC 13F Portfolio - HedgeFollow

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Fund Portfolio Manager Performance 24Q3 AUM # of Holdings Performance Rank Allocation ; NewEdge Wealth LLC: NewEdge Wealth LLC: 5.51%: $5541783000: 870

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72%
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NewEdge Wealth, Current Portfolio, 13F Holdings (2024-08-02)

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Past Performances and the history of Asset Under Management NewEdge Wealth, LLC. Current Holdings: 757Stocks(24 new) Top holdings: MSFT(5.72%) AAPL(4.12%) GOOGL(2.43%) …

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$3
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NewEdge Wealth 13F Filings And Top Holdings And Stakes - Stockzoa

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Latest statistics and disclosures from NewEdge Wealth's latest quarterly 13F-HR filing: Top 5 stock holdings are MSFT, AAPL, GOOGL ... Acushnet Holdings Corp 0.1 : $3.3M : 52k : ...

stockzoa.com

$172008221
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CANNON WEALTH MANAGEMENT SERVICES, LLC Top 13F …

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Sep 30, 2024 · Cannon Wealth Management Services is a large advisory firm with 396 clients and discretionary assets under management (AUM) of $172,008,221 (Form ADV from 2024-03 …

whalewisdom.com

$279409973
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BROPHY WEALTH MANAGEMENT, LLC Top 13F Holdings

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Sep 30, 2024 · Brophy Wealth Management is based out of Bedford. Their last reported 13F filing for Q3 2024 included $279,409,973 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$260400000
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ELYXIUM WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

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Elyxium Wealth is based out of San Mateo. Elyxium Wealth is a large advisory firm with 39 clients and discretionary assets under management (AUM) of $260,400,000 (Form ADV from 2024 …

whalewisdom.com

$171503312
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LEGACY WEALTH MANAGMENT, LLC Top 13F Holdings

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Sep 30, 2024 · Legacy Wealth Managment is based out of Boise. Their last reported 13F filing for Q3 2024 included $171,503,312 in managed 13F securities and a top 10 holdings …

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FAQs about NEWEDGE WEALTH, LLC Top 13F Holdings - WhaleWisdom.com Coupon?

Where is Newedge wealth based?

Newedge Wealth is based out of Pittsburgh. Newedge Wealth is a large advisory firm with 1375 clients and discretionary assets under management (AUM) of $4,401,318,582 (Form ADV from 2023-04-01). Their last reported 13F filing for Q1 2023 included $2,634,806,935 in managed 13F securities and a top 10 holdings concentration of 23.32%. ...

What is Newedge wealth's largest holding?

Newedge Wealth's largest holding is Microsoft Corp. with shares held of 365,175. Whalewisdom has at least 10 13F filings, and 2 13G filings ...

What is Newedge wealth's 13F holding?

Their last reported 13F filing for Q1 2023 included $2,634,806,935 in managed 13F securities and a top 10 holdings concentration of 23.32%. Newedge Wealth's largest holding is Microsoft Corp. with shares held of 365,175. ...