Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 12 | Q3 2023 | 4.7% |
APPLE INC | 12 | Q3 2023 | 4.0% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 5.1% |
ISHARES TR | 12 | Q3 2023 | 6.0% |
ISHARES TR | 12 | Q3 2023 | 3.3% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 2.8% |
ALPHABET INC | 12 | Q3 2023 | 2.4% |
AMAZON COM INC | 12 | Q3 2023 | 2.7% |
META PLATFORMS INC | 12 | Q3 2023 | 2.0% |
HOME DEPOT INC | 12 | Q3 2023 | 1.7% |
View NewEdge Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-01-29 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-08 |
SC 13G | 2023-02-14 |
SC 13G | 2023-02-14 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-09 |
View NewEdge Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.