| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 15 | Q2 2024 | 5.7% |
| APPLE INC | 15 | Q2 2024 | 4.1% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 5.1% |
| ISHARES TR | 15 | Q2 2024 | 6.0% |
| ISHARES TR | 15 | Q2 2024 | 3.3% |
| ALPHABET INC | 15 | Q2 2024 | 2.4% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 2.8% |
| META PLATFORMS INC | 15 | Q2 2024 | 2.0% |
| AMAZON COM INC | 15 | Q2 2024 | 2.7% |
| HOME DEPOT INC | 15 | Q2 2024 | 1.7% |
View NewEdge Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-02 |
| 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 |
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.