$1.31 Billion is the total value of NewEdge Wealth, LLC's 275 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 37.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $56,150,000 | +22.9% | 207,273 | +7.0% | 4.29% | -5.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $40,877,000 | +15.6% | 150,570 | +3.5% | 3.12% | -11.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $39,765,000 | +1.3% | 92,895 | -6.2% | 3.04% | -22.2% |
| SAFE | New | SAFEHOLD INC | $39,345,000 | – | 501,206 | +100.0% | 3.00% | – |
| STAR | New | ISTAR INC | $37,383,000 | – | 1,803,316 | +100.0% | 2.86% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $32,203,000 | +13.5% | 408,255 | +9.1% | 2.46% | -12.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $30,522,000 | +8.9% | 222,043 | +4.2% | 2.33% | -16.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $30,500,000 | +25.9% | 12,491 | +6.3% | 2.33% | -3.3% |
| AAPL | Buy | APPLE INC | $25,524,000 | +28.0% | 186,364 | +14.2% | 1.95% | -1.7% |
| FB | Buy | FACEBOOK INCcl a | $25,516,000 | +25.6% | 73,383 | +6.4% | 1.95% | -3.5% |
| BERY | New | BERRY GLOBAL GROUP INC | $25,217,000 | – | 386,640 | +100.0% | 1.93% | – |
| AMZN | Sell | AMAZON COM INC | $21,236,000 | -21.2% | 6,173 | -29.1% | 1.62% | -39.4% |
| HD | Buy | HOME DEPOT INC | $20,081,000 | +20.6% | 62,972 | +15.4% | 1.53% | -7.4% |
| ASH | New | ASHLAND GLOBAL HLDGS INC | $18,799,000 | – | 214,841 | +100.0% | 1.44% | – |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $18,567,000 | +1.5% | 360,376 | -3.2% | 1.42% | -22.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $17,377,000 | +7.7% | 259,401 | +3.5% | 1.33% | -17.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $16,984,000 | +9.9% | 312,719 | +5.3% | 1.30% | -15.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $16,292,000 | +14.5% | 40,685 | +6.4% | 1.24% | -12.0% |
| USIG | Sell | ISHARES TRusd inv grde etf | $15,599,000 | -15.9% | 257,457 | -18.0% | 1.19% | -35.4% |
| INTC | Buy | INTEL CORP | $15,095,000 | +79.8% | 268,879 | +105.0% | 1.15% | +38.1% |
| NEWR | New | NEW RELIC INC | $14,890,000 | – | 222,341 | +100.0% | 1.14% | – |
| DNB | New | DUN & BRADSTREET HLDGS INC | $14,435,000 | – | 675,487 | +100.0% | 1.10% | – |
| LEN | New | LENNAR CORPcl a | $14,362,000 | – | 144,558 | +100.0% | 1.10% | – |
| DLB | New | DOLBY LABORATORIES INC | $14,002,000 | – | 142,457 | +100.0% | 1.07% | – |
| IEFA | Buy | ISHARES TRcore msci eafe | $12,676,000 | +6.8% | 169,326 | +2.8% | 0.97% | -18.0% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $11,796,000 | +12.0% | 49,909 | +1.7% | 0.90% | -13.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $11,343,000 | +14.4% | 198,931 | +8.6% | 0.87% | -12.2% |
| ACN | Buy | ACCENTURE PLC IRELAND | $11,274,000 | +11.3% | 38,244 | +4.3% | 0.86% | -14.4% |
| MIC | New | MACQUARIE INFRASTRUCTURE COR | $11,221,000 | – | 293,219 | +100.0% | 0.86% | – |
| V | Sell | VISA INC | $11,161,000 | +9.1% | 47,734 | -1.2% | 0.85% | -16.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $11,145,000 | +28.6% | 19,031 | +4.4% | 0.85% | -1.2% |
| JEF | Buy | JEFFERIES FINL GROUP INC | $10,940,000 | +29.3% | 319,883 | +13.8% | 0.84% | -0.7% |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $10,636,000 | – | 134,703 | +100.0% | 0.81% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $10,031,000 | +11.0% | 64,493 | +8.6% | 0.77% | -14.7% |
| TXN | Buy | TEXAS INSTRS INC | $9,815,000 | +11.5% | 51,039 | +9.6% | 0.75% | -14.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $9,723,000 | +14.1% | 59,022 | +13.8% | 0.74% | -12.4% |
| MDT | Buy | MEDTRONIC PLC | $9,659,000 | +8.6% | 77,815 | +3.3% | 0.74% | -16.5% |
| ZUO | New | ZUORA INC | $9,608,000 | – | 556,986 | +100.0% | 0.73% | – |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $9,596,000 | +55.6% | 141,509 | +54.3% | 0.73% | +19.6% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $9,259,000 | +196.0% | 150,720 | +196.5% | 0.71% | +127.3% |
| LRCX | Buy | LAM RESEARCH CORP | $9,240,000 | +95.5% | 14,200 | +78.8% | 0.71% | +50.2% |
| TJX | Buy | TJX COS INC NEW | $9,233,000 | +8.5% | 136,950 | +6.4% | 0.70% | -16.7% |
| KO | Buy | COCA COLA CO | $9,166,000 | +12.9% | 169,405 | +10.0% | 0.70% | -13.3% |
| DHR | Buy | DANAHER CORPORATION | $9,130,000 | +24.5% | 34,020 | +4.4% | 0.70% | -4.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $8,986,000 | +7.8% | 79,537 | +3.6% | 0.69% | -17.1% |
| GPI | New | GROUP 1 AUTOMOTIVE INC | $8,904,000 | – | 57,660 | +100.0% | 0.68% | – |
| ROK | Buy | ROCKWELL AUTOMATION INC | $8,832,000 | +17.8% | 30,880 | +9.4% | 0.67% | -9.5% |
| MCD | Buy | MCDONALDS CORP | $8,668,000 | +15.3% | 37,527 | +11.9% | 0.66% | -11.4% |
| SLM | Buy | SLM CORP | $8,408,000 | +29.6% | 401,540 | +11.2% | 0.64% | -0.5% |
| UNP | Buy | UNION PAC CORP | $8,213,000 | +10.9% | 37,344 | +11.1% | 0.63% | -14.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $8,056,000 | +9.1% | 59,702 | +9.5% | 0.62% | -16.2% |
| BLK | Buy | BLACKROCK INC | $8,023,000 | +25.6% | 9,170 | +8.2% | 0.61% | -3.5% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $7,787,000 | +23.5% | 88,786 | +16.6% | 0.60% | -5.1% |
| PH | Buy | PARKER-HANNIFIN CORP | $7,660,000 | +3.4% | 24,943 | +6.2% | 0.58% | -20.5% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $7,567,000 | +18.0% | 13,364 | +5.7% | 0.58% | -9.4% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $7,282,000 | +5.3% | 45,910 | +0.6% | 0.56% | -19.2% |
| LOW | Buy | LOWES COS INC | $7,054,000 | +7.5% | 36,367 | +5.4% | 0.54% | -17.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $7,025,000 | +19.6% | 26,003 | +5.8% | 0.54% | -8.2% |
| BPOP | New | POPULAR INC | $6,953,000 | – | 92,645 | +100.0% | 0.53% | – |
| IPG | New | INTERPUBLIC GROUP COS INC | $6,817,000 | – | 209,807 | +100.0% | 0.52% | – |
| IWS | Buy | ISHARES TRrus mdcp val etf | $6,688,000 | +8.4% | 58,165 | +3.1% | 0.51% | -16.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $6,620,000 | -48.0% | 23,081 | -53.4% | 0.51% | -60.0% |
| AMAT | Buy | APPLIED MATLS INC | $6,594,000 | +19.0% | 46,307 | +11.6% | 0.50% | -8.5% |
| AMGN | Buy | AMGEN INC | $6,545,000 | +7.9% | 26,852 | +10.1% | 0.50% | -17.1% |
| EVR | Buy | EVERCORE INCclass a | $6,502,000 | +21.6% | 46,192 | +13.8% | 0.50% | -6.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $6,479,000 | +491.1% | 120,270 | +438.6% | 0.50% | +354.1% |
| LB | Buy | L BRANDS INC | $6,465,000 | +32.7% | 89,717 | +13.9% | 0.49% | +2.1% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $6,385,000 | +3.5% | 47,521 | +0.2% | 0.49% | -20.4% |
| HON | Buy | HONEYWELL INTL INC | $6,353,000 | +10.4% | 28,961 | +9.2% | 0.48% | -15.2% |
| JNK | Sell | SPDR SER TRbloomberg brclys | $6,276,000 | -3.1% | 57,076 | -4.1% | 0.48% | -25.6% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $6,209,000 | -1.5% | 42,049 | -11.4% | 0.47% | -24.3% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $6,183,000 | +480.0% | 205,757 | +423.2% | 0.47% | +345.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $5,991,000 | +18.1% | 65,658 | +10.7% | 0.46% | -9.1% |
| HRB | New | BLOCK H & R INC | $5,935,000 | – | 252,755 | +100.0% | 0.45% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $5,875,000 | +13.2% | 15,529 | +10.5% | 0.45% | -13.0% |
| F | Buy | FORD MTR CO DEL | $5,570,000 | +42.2% | 374,821 | +17.2% | 0.42% | +9.3% |
| DEO | Buy | DIAGEO PLCspon adr new | $5,374,000 | +22.0% | 28,035 | +4.5% | 0.41% | -6.4% |
| AMP | Sell | AMERIPRISE FINL INC | $5,258,000 | -39.0% | 21,126 | -43.0% | 0.40% | -53.1% |
| A | Buy | AGILENT TECHNOLOGIES INC | $5,181,000 | +48.6% | 35,054 | +27.9% | 0.40% | +14.1% |
| R | New | RYDER SYS INC | $5,169,000 | – | 69,545 | +100.0% | 0.40% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,806,000 | +32.7% | 23,108 | +8.5% | 0.37% | +1.9% |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $4,586,000 | – | 30,957 | +100.0% | 0.35% | – |
| IDXX | Buy | IDEXX LABS INC | $4,504,000 | +43.4% | 7,131 | +11.1% | 0.34% | +10.3% |
| SC | New | SANTANDER CONSUMER USA HLDGS | $4,378,000 | – | 120,543 | +100.0% | 0.33% | – |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $4,168,000 | – | 90,044 | +100.0% | 0.32% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,077,000 | +2.6% | 35,348 | +1.3% | 0.31% | -21.3% |
| DG | Buy | DOLLAR GEN CORP NEW | $4,016,000 | +14.1% | 18,559 | +6.8% | 0.31% | -12.3% |
| USFD | New | US FOODS HLDG CORP | $3,990,000 | – | 104,027 | +100.0% | 0.30% | – |
| PLAY | New | DAVE & BUSTERS ENTMT INC | $3,980,000 | – | 98,027 | +100.0% | 0.30% | – |
| MUB | Sell | ISHARES TRnational mun etf | $3,960,000 | -27.0% | 33,791 | -27.7% | 0.30% | -44.0% |
| NEE | Sell | NEXTERA ENERGY INC | $3,924,000 | -9.0% | 53,549 | -6.2% | 0.30% | -30.1% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $3,687,000 | +14.1% | 11,590 | +4.3% | 0.28% | -12.1% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $3,635,000 | +33.7% | 19,788 | +11.3% | 0.28% | +3.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,490,000 | +19.6% | 8,821 | +6.5% | 0.27% | -7.9% |
| CR | Buy | CRANE CO | $3,499,000 | +8.3% | 37,877 | +10.1% | 0.27% | -16.8% |
| FTNT | New | FORTINET INC | $3,428,000 | – | 14,393 | +100.0% | 0.26% | – |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $3,238,000 | -59.4% | 51,797 | -60.3% | 0.25% | -68.9% |
| SHW | Buy | SHERWIN WILLIAMS CO | $3,126,000 | -32.2% | 11,475 | +83.5% | 0.24% | -47.9% |
| LIN | Sell | LINDE PLC | $3,113,000 | -59.3% | 10,769 | -60.6% | 0.24% | -68.7% |
| AM | Buy | ANTERO MIDSTREAM CORP | $2,914,000 | +35.1% | 280,498 | +17.4% | 0.22% | +4.2% |
| SE | SEA LTDsponsord ads | $2,872,000 | +23.0% | 10,460 | 0.0% | 0.22% | -5.6% | |
| LAZ | Buy | LAZARD LTD | $2,871,000 | +43.1% | 63,448 | +37.6% | 0.22% | +10.1% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $2,816,000 | +11.6% | 33,292 | +11.7% | 0.22% | -14.3% |
| AZPN | Buy | ASPEN TECHNOLOGY INC | $2,731,000 | +2.5% | 19,855 | +7.5% | 0.21% | -21.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,725,000 | -7.9% | 12,097 | -12.4% | 0.21% | -29.3% |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $2,695,000 | +0.7% | 6,435 | -0.6% | 0.21% | -22.6% |
| FCN | Buy | FTI CONSULTING INC | $2,555,000 | +7.1% | 18,700 | +9.8% | 0.20% | -17.7% |
| NRG | Buy | NRG ENERGY INC | $2,556,000 | +24.6% | 63,432 | +16.7% | 0.20% | -4.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,462,000 | +8.4% | 29,763 | +8.1% | 0.19% | -16.8% |
| NFLX | NETFLIX INC | $2,447,000 | +1.2% | 4,633 | 0.0% | 0.19% | -22.1% | |
| EME | Buy | EMCOR GROUP INC | $2,392,000 | +20.7% | 19,421 | +9.9% | 0.18% | -7.1% |
| PFF | Sell | ISHARES TRpfd and incm sec | $2,356,000 | -1.8% | 59,895 | -4.1% | 0.18% | -24.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $2,336,000 | +13.3% | 17,579 | +3.9% | 0.18% | -13.2% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $2,312,000 | -2.4% | 87,899 | -4.1% | 0.18% | -25.0% |
| GGG | Buy | GRACO INC | $2,278,000 | +17.8% | 30,090 | +11.5% | 0.17% | -9.4% |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $2,270,000 | -16.8% | 11,826 | +6.1% | 0.17% | -36.2% |
| GOLF | Buy | ACUSHNET HLDGS CORP | $2,163,000 | +62.1% | 43,776 | +35.7% | 0.16% | +24.1% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $2,147,000 | +9.1% | 4,054 | -0.1% | 0.16% | -16.3% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $2,127,000 | +14.1% | 13,011 | +5.9% | 0.16% | -12.4% |
| SSD | Buy | SIMPSON MFG INC | $2,089,000 | +17.1% | 18,911 | +10.0% | 0.16% | -9.6% |
| FHB | Buy | FIRST HAWAIIAN INC | $2,082,000 | +11.4% | 73,477 | +7.6% | 0.16% | -14.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,065,000 | +42.4% | 824 | +17.5% | 0.16% | +9.7% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,069,000 | -1.3% | 18,393 | -4.5% | 0.16% | -24.0% |
| PRI | Buy | PRIMERICA INC | $2,069,000 | +15.8% | 13,511 | +11.8% | 0.16% | -11.2% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $2,041,000 | +32.0% | 5,517 | +3.4% | 0.16% | +1.3% |
| BGIO | Buy | BLACKROCK 2022 GBL INCM OPP | $2,019,000 | +2.0% | 217,524 | +0.7% | 0.15% | -21.8% |
| IGF | Sell | ISHARES TRglb infrastr etf | $1,998,000 | -58.3% | 44,026 | -58.6% | 0.15% | -67.9% |
| MANH | Buy | MANHATTAN ASSOCIATES INC | $2,005,000 | +35.5% | 13,842 | +9.8% | 0.15% | +4.1% |
| LSTR | New | LANDSTAR SYS INC | $1,979,000 | – | 12,521 | +100.0% | 0.15% | – |
| TTC | Buy | TORO CO | $1,960,000 | +18.9% | 17,840 | +11.6% | 0.15% | -8.5% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,957,000 | +4.2% | 22,232 | +3.2% | 0.15% | -20.3% |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $1,862,000 | -65.3% | 67,413 | -66.3% | 0.14% | -73.4% |
| SQ | Sell | SQUARE INCcl a | $1,822,000 | -9.2% | 7,473 | -15.4% | 0.14% | -30.2% |
| WTS | Buy | WATTS WATER TECHNOLOGIES INCcl a | $1,797,000 | +34.9% | 12,315 | +9.9% | 0.14% | +3.8% |
| POOL | Buy | POOL CORP | $1,725,000 | +37.1% | 3,761 | +3.2% | 0.13% | +5.6% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,714,000 | +15.8% | 9,598 | +9.0% | 0.13% | -10.9% |
| FDS | Buy | FACTSET RESH SYS INC | $1,686,000 | +19.7% | 5,022 | +10.1% | 0.13% | -7.9% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,681,000 | -9.9% | 11,963 | -13.5% | 0.13% | -30.8% |
| TER | Sell | TERADYNE INC | $1,650,000 | +9.3% | 12,316 | -0.7% | 0.13% | -16.0% |
| MSCI | Sell | MSCI INC | $1,641,000 | +25.7% | 3,078 | -1.2% | 0.12% | -3.8% |
| NOW | Buy | SERVICENOW INC | $1,598,000 | +10.7% | 2,907 | +0.7% | 0.12% | -14.7% |
| RLI | Buy | RLI CORP | $1,534,000 | +4.6% | 14,665 | +11.6% | 0.12% | -19.9% |
| SITE | Sell | SITEONE LANDSCAPE SUPPLY INC | $1,513,000 | -8.4% | 8,941 | -7.6% | 0.12% | -29.3% |
| ATHM | Buy | AUTOHOME INCsp ads rp cl a | $1,510,000 | -7.6% | 23,607 | +34.7% | 0.12% | -29.0% |
| CDW | Buy | CDW CORP | $1,458,000 | +10.8% | 8,347 | +5.1% | 0.11% | -15.3% |
| THO | Buy | THOR INDS INC | $1,450,000 | -10.8% | 12,831 | +6.4% | 0.11% | -31.5% |
| ROLL | Buy | RBC BEARINGS INC | $1,432,000 | +13.7% | 7,182 | +12.2% | 0.11% | -12.8% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,406,000 | +94.2% | 17,369 | +75.8% | 0.11% | +48.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,360,000 | +1.8% | 15,829 | +0.4% | 0.10% | -21.8% |
| COO | Buy | COOPER COS INC | $1,368,000 | +6.7% | 3,452 | +3.4% | 0.10% | -18.1% |
| MC | Buy | MOELIS & COcl a | $1,344,000 | +19.1% | 23,625 | +15.0% | 0.10% | -8.0% |
| MBB | Sell | ISHARES TRmbs etf | $1,317,000 | -23.8% | 12,166 | -23.7% | 0.10% | -41.3% |
| INTU | Sell | INTUIT | $1,308,000 | +20.3% | 2,668 | -6.0% | 0.10% | -7.4% |
| APAM | Buy | ARTISAN PARTNERS ASSET MGMTcl a | $1,298,000 | +9.2% | 25,549 | +12.1% | 0.10% | -16.1% |
| UBER | UBER TECHNOLOGIES INC | $1,283,000 | -8.0% | 25,600 | 0.0% | 0.10% | -29.5% | |
| EFX | Buy | EQUIFAX INC | $1,272,000 | +36.9% | 5,310 | +3.5% | 0.10% | +5.4% |
| NDSN | Buy | NORDSON CORP | $1,268,000 | +14.5% | 5,777 | +3.7% | 0.10% | -11.8% |
| TWLO | TWILIO INCcl a | $1,253,000 | +15.6% | 3,180 | 0.0% | 0.10% | -11.1% | |
| CPRT | Buy | COPART INC | $1,230,000 | +25.4% | 9,333 | +3.4% | 0.09% | -4.1% |
| LII | Buy | LENNOX INTL INC | $1,215,000 | +16.5% | 3,463 | +3.4% | 0.09% | -10.6% |
| WRB | Buy | BERKLEY W R CORP | $1,206,000 | +2.1% | 16,207 | +3.4% | 0.09% | -21.4% |
| EZU | Buy | ISHARES INCmsci eurzone etf | $1,204,000 | +22.0% | 24,399 | +14.8% | 0.09% | -6.1% |
| MTCH | Sell | MATCH GROUP INC NEW | $1,205,000 | -36.1% | 7,473 | -45.6% | 0.09% | -50.8% |
| ASML | Buy | ASML HOLDING N V | $1,200,000 | +42.9% | 1,737 | +27.6% | 0.09% | +10.8% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $1,177,000 | +1.2% | 23,755 | +1.2% | 0.09% | -22.4% |
| ALLE | Buy | ALLEGION PLC | $1,172,000 | +14.7% | 8,412 | +3.4% | 0.09% | -12.7% |
| BSY | Sell | BENTLEY SYS INC | $1,172,000 | +37.1% | 18,095 | -0.7% | 0.09% | +4.7% |
| PSCT | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $1,155,000 | +19.1% | 8,042 | +13.9% | 0.09% | -8.3% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $1,089,000 | -8.3% | 1,510 | -21.5% | 0.08% | -29.7% |
| DGRO | ISHARES TRcore div grwth | $1,068,000 | +4.4% | 21,200 | 0.0% | 0.08% | -19.6% | |
| DIS | Buy | DISNEY WALT CO | $1,061,000 | -2.3% | 6,035 | +2.5% | 0.08% | -25.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,046,000 | +11.4% | 2,624 | +0.2% | 0.08% | -14.0% |
| LPLA | Buy | LPL FINL HLDGS INC | $1,018,000 | +16.1% | 7,545 | +22.4% | 0.08% | -10.3% |
| PSMT | Buy | PRICESMART INC | $1,001,000 | +3.2% | 10,994 | +9.6% | 0.08% | -20.8% |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $976,000 | -7.0% | 14,841 | +3.4% | 0.08% | -27.9% |
| ELAN | Buy | ELANCO ANIMAL HEALTH INC | $977,000 | +21.5% | 28,154 | +3.1% | 0.08% | -6.2% |
| BFAM | Buy | BRIGHT HORIZONS FAM SOL IN D | $985,000 | -11.0% | 6,693 | +3.7% | 0.08% | -31.8% |
| ITB | Buy | ISHARES TRus home cons etf | $948,000 | +13.1% | 13,696 | +10.9% | 0.07% | -13.3% |
| ALGN | ALIGN TECHNOLOGY INC | $913,000 | +12.7% | 1,495 | 0.0% | 0.07% | -13.6% | |
| ATR | Buy | APTARGROUP INC | $900,000 | +9.4% | 6,392 | +10.1% | 0.07% | -15.9% |
| SHOP | Sell | SHOPIFY INCcl a | $888,000 | +22.1% | 608 | -7.5% | 0.07% | -5.6% |
| NKE | Buy | NIKE INCcl b | $897,000 | +16.5% | 5,806 | +0.2% | 0.07% | -11.7% |
| IAU | New | ISHARES GOLD TRishares new | $858,000 | – | 25,462 | +100.0% | 0.07% | – |
| FINX | Buy | GLOBAL X FDSfintech etf | $846,000 | +23.1% | 17,746 | +13.9% | 0.06% | -4.4% |
| NVDA | Buy | NVIDIA CORPORATION | $847,000 | +223.3% | 1,059 | +115.7% | 0.06% | +150.0% |
| CHE | Buy | CHEMED CORP NEW | $821,000 | +6.6% | 1,729 | +3.2% | 0.06% | -18.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $830,000 | +30.7% | 2,188 | +12.7% | 0.06% | 0.0% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $830,000 | -5.8% | 5,900 | -18.4% | 0.06% | -28.4% |
| COIN | New | COINBASE GLOBAL INC | $803,000 | – | 3,171 | +100.0% | 0.06% | – |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $770,000 | -81.4% | 9,028 | -83.2% | 0.06% | -85.7% |
| ANSS | Buy | ANSYS INC | $774,000 | +5.9% | 2,231 | +3.6% | 0.06% | -19.2% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $704,000 | -85.9% | 5,930 | -86.7% | 0.05% | -89.1% |
| FICO | Buy | FAIR ISAAC CORP | $710,000 | +6.9% | 1,413 | +3.4% | 0.05% | -18.2% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $706,000 | +33.7% | 2,749 | +9.7% | 0.05% | +3.8% |
| TSLA | Sell | TESLA INC | $699,000 | -26.8% | 1,028 | -28.1% | 0.05% | -44.2% |
| DCT | Buy | DUCK CREEK TECHNOLOGIES INC | $692,000 | 0.0% | 15,899 | +3.7% | 0.05% | -23.2% |
| DCI | Buy | DONALDSON INC | $685,000 | +20.4% | 10,789 | +10.2% | 0.05% | -8.8% |
| ROL | Buy | ROLLINS INC | $659,000 | +2.6% | 19,282 | +3.4% | 0.05% | -21.9% |
| CSGP | Buy | COSTAR GROUP INC | $625,000 | +0.6% | 7,550 | +900.0% | 0.05% | -22.6% |
| EXPO | Buy | EXPONENT INC | $629,000 | -5.4% | 7,051 | +3.3% | 0.05% | -27.3% |
| AVGO | Buy | BROADCOM INC | $626,000 | +25.0% | 1,313 | +21.6% | 0.05% | -4.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $617,000 | +13.8% | 4,899 | +5.6% | 0.05% | -13.0% |
| GM | New | GENERAL MTRS CO | $611,000 | – | 10,320 | +100.0% | 0.05% | – |
| CB | Sell | CHUBB LIMITED | $605,000 | -91.7% | 3,804 | -91.8% | 0.05% | -93.7% |
| BAC | Buy | BK OF AMERICA CORP | $604,000 | +105.4% | 14,649 | +92.7% | 0.05% | +58.6% |
| EW | EDWARDS LIFESCIENCES CORP | $583,000 | +24.0% | 5,625 | 0.0% | 0.04% | -4.3% | |
| Z | ZILLOW GROUP INCcl c cap stk | $593,000 | -5.7% | 4,855 | 0.0% | 0.04% | -28.6% | |
| ZTS | Buy | ZOETIS INCcl a | $571,000 | +18.5% | 3,064 | +0.1% | 0.04% | -8.3% |
| CSCO | Sell | CISCO SYS INC | $576,000 | -7.1% | 10,872 | -9.3% | 0.04% | -29.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $563,000 | -93.2% | 1,117 | -93.9% | 0.04% | -94.8% |
| FND | Sell | FLOOR & DECOR HLDGS INCcl a | $547,000 | -3.0% | 5,174 | -12.3% | 0.04% | -25.0% |
| WMG | Sell | WARNER MUSIC GROUP CORP | $528,000 | +0.4% | 14,646 | -4.5% | 0.04% | -23.1% |
| DRQ | Buy | DRIL-QUIP INC | $530,000 | +13.0% | 15,672 | +10.9% | 0.04% | -14.9% |
| CME | Buy | CME GROUP INC | $523,000 | +46.9% | 2,461 | +41.2% | 0.04% | +14.3% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $495,000 | +11.2% | 6,362 | +6.5% | 0.04% | -13.6% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $483,000 | -89.8% | 21,825 | -89.8% | 0.04% | -92.2% |
| C | Buy | CITIGROUP INC | $481,000 | +120.6% | 6,795 | +127.1% | 0.04% | +68.2% |
| ADI | Sell | ANALOG DEVICES INC | $489,000 | +1.0% | 2,839 | -9.1% | 0.04% | -22.9% |
| DXCM | DEXCOM INC | $456,000 | +18.8% | 1,068 | 0.0% | 0.04% | -7.9% | |
| FVRR | FIVERR INTL LTD | $439,000 | +11.7% | 1,810 | 0.0% | 0.03% | -12.8% | |
| QCOM | Buy | QUALCOMM INC | $440,000 | +112.6% | 3,079 | +97.0% | 0.03% | +61.9% |
| SNOW | SNOWFLAKE INCcl a | $437,000 | +5.3% | 1,809 | 0.0% | 0.03% | -19.5% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $436,000 | +4.8% | 3,626 | +3.2% | 0.03% | -19.5% |
| CVNA | New | CARVANA COcl a | $403,000 | – | 1,334 | +100.0% | 0.03% | – |
| EOG | New | EOG RES INC | $394,000 | – | 4,724 | +100.0% | 0.03% | – |
| NSC | Buy | NORFOLK SOUTHN CORP | $391,000 | -0.8% | 1,473 | +0.3% | 0.03% | -23.1% |
| WCN | Buy | WASTE CONNECTIONS INC | $374,000 | +10.7% | 3,135 | +0.1% | 0.03% | -14.7% |
| NVO | Buy | NOVO-NORDISK A Sadr | $375,000 | +45.3% | 4,472 | +16.7% | 0.03% | +11.5% |
| HUM | Buy | HUMANA INC | $361,000 | +5.9% | 815 | +0.1% | 0.03% | -17.6% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $349,000 | -15.3% | 5,596 | -20.5% | 0.03% | -34.1% |
| DKNG | New | DRAFTKINGS INC | $355,000 | – | 6,799 | +100.0% | 0.03% | – |
| BX | New | BLACKSTONE GROUP INC | $354,000 | – | 3,647 | +100.0% | 0.03% | – |
| COUP | COUPA SOFTWARE INC | $342,000 | +3.0% | 1,306 | 0.0% | 0.03% | -21.2% | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $347,000 | +42.8% | 5,787 | +18.3% | 0.03% | +8.3% |
| MS | MORGAN STANLEY | $339,000 | +18.1% | 3,697 | 0.0% | 0.03% | -10.3% | |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $327,000 | +13.9% | 1,677 | +0.7% | 0.02% | -13.8% |
| DASH | DOORDASH INCcl a | $319,000 | +36.3% | 1,788 | 0.0% | 0.02% | +4.3% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $314,000 | -3.7% | 887 | -13.0% | 0.02% | -25.0% |
| XOM | New | EXXON MOBIL CORP | $297,000 | – | 4,701 | +100.0% | 0.02% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $296,000 | +8.8% | 1,306 | +9.0% | 0.02% | -14.8% |
| GO | GROCERY OUTLET HLDG CORP | $305,000 | -6.2% | 8,805 | 0.0% | 0.02% | -28.1% | |
| MRK | New | MERCK & CO INC | $305,000 | – | 3,919 | +100.0% | 0.02% | – |
| MCO | Buy | MOODYS CORP | $296,000 | +21.3% | 818 | +0.1% | 0.02% | -4.2% |
| QRVO | Sell | QORVO INC | $307,000 | -81.9% | 1,570 | -83.1% | 0.02% | -86.4% |
| CRM | Sell | SALESFORCE COM INC | $286,000 | -95.2% | 1,171 | -95.9% | 0.02% | -96.3% |
| COP | New | CONOCOPHILLIPS | $270,000 | – | 4,428 | +100.0% | 0.02% | – |
| CERN | Buy | CERNER CORP | $279,000 | +9.0% | 3,573 | +0.3% | 0.02% | -16.0% |
| TRGP | Sell | TARGA RES CORP | $273,000 | +21.3% | 6,133 | -13.4% | 0.02% | -4.5% |
| TTE | New | TOTALENERGIES SEsponsored ads | $275,000 | – | 6,085 | +100.0% | 0.02% | – |
| TDG | TRANSDIGM GROUP INC | $271,000 | +10.2% | 418 | 0.0% | 0.02% | -12.5% | |
| DE | Buy | DEERE & CO | $264,000 | -5.7% | 750 | +0.3% | 0.02% | -28.6% |
| PFE | New | PFIZER INC | $265,000 | – | 6,760 | +100.0% | 0.02% | – |
| WMB | Buy | WILLIAMS COS INC | $266,000 | +17.2% | 10,026 | +4.7% | 0.02% | -13.0% |
| ABBV | New | ABBVIE INC | $261,000 | – | 2,320 | +100.0% | 0.02% | – |
| PSX | New | PHILLIPS 66 | $253,000 | – | 2,945 | +100.0% | 0.02% | – |
| CVX | Sell | CHEVRON CORP NEW | $249,000 | -10.4% | 2,380 | -10.4% | 0.02% | -32.1% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $246,000 | +5.6% | 3,219 | +0.8% | 0.02% | -17.4% |
| ABB | New | ABB LTDsponsored adr | $243,000 | – | 7,148 | +100.0% | 0.02% | – |
| LNG | Sell | CHENIERE ENERGY INC | $230,000 | +13.9% | 2,646 | -5.7% | 0.02% | -10.0% |
| RSI | New | RUSH STREET INTERACTIVE INC | $232,000 | – | 18,950 | +100.0% | 0.02% | – |
| VFC | Sell | V F CORP | $236,000 | -95.7% | 2,871 | -95.8% | 0.02% | -96.7% |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $237,000 | – | 6,040 | +100.0% | 0.02% | – |
| D | New | DOMINION ENERGY INC | $219,000 | – | 2,978 | +100.0% | 0.02% | – |
| OKE | Sell | ONEOK INC NEW | $228,000 | +4.1% | 4,095 | -5.3% | 0.02% | -22.7% |
| EMLC | Sell | VANECK VECTORS ETF TRjp morgan mkts | $220,000 | -5.6% | 7,024 | -7.5% | 0.02% | -26.1% |
| SLB | New | SCHLUMBERGER LTD | $216,000 | – | 6,747 | +100.0% | 0.02% | – |
| ROST | ROSS STORES INC | $209,000 | +3.5% | 1,682 | 0.0% | 0.02% | -20.0% | |
| WM | New | WASTE MGMT INC DEL | $203,000 | – | 1,449 | +100.0% | 0.02% | – |
| GMAB | New | GENMAB A/Ssponsored ads | $214,000 | – | 5,246 | +100.0% | 0.02% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $203,000 | – | 2,820 | +100.0% | 0.02% | – |
| TEL | New | TE CONNECTIVITY LTD | $203,000 | – | 1,504 | +100.0% | 0.02% | – |
| ABNB | Sell | AIRBNB INC | $214,000 | -25.7% | 1,395 | -9.1% | 0.02% | -44.8% |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $135,000 | +39.2% | 21,778 | +16.8% | 0.01% | 0.0% |
| ZNGA | New | ZYNGA INCcl a | $128,000 | – | 12,061 | +100.0% | 0.01% | – |
| PAGP | Sell | PLAINS GP HLDGS L Pltd partnr int a | $123,000 | +4.2% | 10,295 | -18.3% | 0.01% | -25.0% |
| CRBP | Exit | CORBUS PHARMACEUTICALS HLDGS | $0 | – | -18,800 | -100.0% | -0.00% | – |
| LLNW | Exit | LIMELIGHT NETWORKS INC | $0 | – | -17,290 | -100.0% | -0.01% | – |
| CLVS | Exit | CLOVIS ONCOLOGY INC | $0 | – | -13,140 | -100.0% | -0.01% | – |
| IMGN | Exit | IMMUNOGEN INC | $0 | – | -16,560 | -100.0% | -0.01% | – |
| AERI | Exit | AERIE PHARMACEUTICALS INC | $0 | – | -10,509 | -100.0% | -0.02% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -435 | -100.0% | -0.02% | – |
| MGNX | Exit | MACROGENICS INC | $0 | – | -7,280 | -100.0% | -0.02% | – |
| UCTT | Exit | ULTRA CLEAN HLDGS INC | $0 | – | -4,210 | -100.0% | -0.02% | – |
| RARE | Exit | ULTRAGENYX PHARMACEUTICAL IN | $0 | – | -2,250 | -100.0% | -0.02% | – |
| LXRX | Exit | LEXICON PHARMACEUTICALS INC | $0 | – | -42,418 | -100.0% | -0.02% | – |
| TENB | Exit | TENABLE HLDGS INC | $0 | – | -7,116 | -100.0% | -0.03% | – |
| HXL | Exit | HEXCEL CORP NEW | $0 | – | -5,020 | -100.0% | -0.03% | – |
| VSH | Exit | VISHAY INTERTECHNOLOGY INC | $0 | – | -11,897 | -100.0% | -0.03% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -1,233 | -100.0% | -0.03% | – |
| CVLT | Exit | COMMVAULT SYSTEMS INC | $0 | – | -5,180 | -100.0% | -0.03% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -2,340 | -100.0% | -0.03% | – |
| RHI | Exit | ROBERT HALF INTL INC | $0 | – | -4,533 | -100.0% | -0.04% | – |
| TGNA | Exit | TEGNA INC | $0 | – | -19,380 | -100.0% | -0.04% | – |
| VIAV | Exit | VIAVI SOLUTIONS INC | $0 | – | -24,020 | -100.0% | -0.04% | – |
| FEYE | Exit | FIREEYE INC | $0 | – | -19,280 | -100.0% | -0.04% | – |
| IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -8,224 | -100.0% | -0.04% | – |
| DISCK | Exit | DISCOVERY INC | $0 | – | -10,531 | -100.0% | -0.04% | – |
| CAE | Exit | CAE INC | $0 | – | -14,540 | -100.0% | -0.04% | – |
| CONE | Exit | CYRUSONE INC | $0 | – | -6,630 | -100.0% | -0.04% | – |
| AQUA | Exit | EVOQUA WATER TECHNOLOGIES CO | $0 | – | -17,354 | -100.0% | -0.04% | – |
| RJF | Exit | RAYMOND JAMES FINL INC | $0 | – | -3,739 | -100.0% | -0.05% | – |
| LASR | Exit | NLIGHT INC | $0 | – | -14,495 | -100.0% | -0.05% | – |
| AEIS | Exit | ADVANCED ENERGY INDS | $0 | – | -4,361 | -100.0% | -0.05% | – |
| LSXMA | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -10,925 | -100.0% | -0.05% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -8,175 | -100.0% | -0.05% | – |
| ROG | Exit | ROGERS CORP | $0 | – | -2,734 | -100.0% | -0.05% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -1,335 | -100.0% | -0.05% | – |
| MSGS | Exit | MADISON SQUARE GRDN SPRT CORcl a | $0 | – | -2,933 | -100.0% | -0.05% | – |
| WERN | Exit | WERNER ENTERPRISES INC | $0 | – | -11,513 | -100.0% | -0.05% | – |
| FORM | Exit | FORMFACTOR INC | $0 | – | -12,110 | -100.0% | -0.05% | – |
| AVAV | Exit | AEROVIRONMENT INC | $0 | – | -4,725 | -100.0% | -0.05% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -1,188 | -100.0% | -0.06% | – |
| AMBA | Exit | AMBARELLA INC | $0 | – | -5,672 | -100.0% | -0.06% | – |
| CUB | Exit | CUBIC CORP | $0 | – | -7,918 | -100.0% | -0.06% | – |
| AMRS | Exit | AMYRIS INC | $0 | – | -32,216 | -100.0% | -0.06% | – |
| TLS | Exit | TELOS CORP MD | $0 | – | -16,704 | -100.0% | -0.06% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -7,849 | -100.0% | -0.07% | – |
| FARO | Exit | FARO TECHNOLOGIES INC | $0 | – | -8,488 | -100.0% | -0.07% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -2,772 | -100.0% | -0.07% | – |
| IRDM | Exit | IRIDIUM COMMUNICATIONS INC | $0 | – | -18,239 | -100.0% | -0.08% | – |
| IAU | Exit | ISHARES GOLD TRishares | $0 | – | -46,256 | -100.0% | -0.08% | – |
| SGEN | Exit | SEAGEN INC | $0 | – | -5,524 | -100.0% | -0.08% | – |
| IIVI | Exit | II-VI INC | $0 | – | -11,623 | -100.0% | -0.08% | – |
| IAC | Exit | IAC INTERACTIVECORP NEW | $0 | – | -3,939 | -100.0% | -0.08% | – |
| SEAS | Exit | SEAWORLD ENTMT INC | $0 | – | -17,184 | -100.0% | -0.08% | – |
| FLIR | Exit | FLIR SYS INC | $0 | – | -15,267 | -100.0% | -0.09% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -6,391 | -100.0% | -0.09% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -27,682 | -100.0% | -0.09% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -10,397 | -100.0% | -0.09% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -15,589 | -100.0% | -0.10% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -3,899 | -100.0% | -0.10% | – |
| TRMB | Exit | TRIMBLE INC | $0 | – | -13,070 | -100.0% | -0.10% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -12,205 | -100.0% | -0.10% | – |
| PLUG | Exit | PLUG POWER INC | $0 | – | -33,577 | -100.0% | -0.12% | – |
| BYD | Exit | BOYD GAMING CORP | $0 | – | -21,770 | -100.0% | -0.13% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -43,862 | -100.0% | -0.24% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -32,575 | -100.0% | -0.32% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -62,756 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-11
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.