$325 Million is the total value of NewEdge Wealth, LLC's 142 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
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 | 2024-01-29 |
| 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 |
| 13F-HR | 2022-05-10 |
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.