NewEdge Wealth, LLC

Q3 2023 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2023
Date filed
11/8/2023
Form type
13F-HR
Num holdings
647
Total value ($000)
$3,156,099
Net value change ($000)
+162,626 (5.4%)
New positions
50
Sold out positions
36
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HRB 17,269 66.1%
BABA 14,079 2933.1%
ADBE 14,014 76.4%
Endeavor Group Holdings, Inc. 13,885 NEW
MS 11,940 1171.7%
SWKS 11,382 NEW
KMB 10,562 NEW
GOOGL 10,559 25.2%
EXEL 10,238 NEW
DFS 9,717 2768.4%
Top Reduces (Value $000, Stocks/ETFs)
NEW RELIC, INC. -32,662 -86.7%
SAFE -17,322 -26.1%
IPG -13,640 -95.6%
PFG -12,061 -100.0%
EXPD -10,782 -84.6%
Grayscale Funds Trust -9,978 -52.6%
JEF -6,474 -35.2%
A -6,252 -100.0%
HUN -6,008 -96.3%
ABT -4,763 -60.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 12 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type