NewEdge Wealth, LLC

Q1 2025 13F-HR Holdings

Location
Stamford, CT
Holdings as of
3/31/2025
Date filed
5/9/2025
Form type
13F-HR
Num holdings
932
Total value ($000)
$5,521,134
Net value change ($000)
-245,356 (-4.3%)
New positions
73
Sold out positions
60
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2025 Next filing: 8/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
AMZN 33,561 48.6%
NVDA 31,634 35.0%
VICI 23,810 3491.2%
NRG 22,913 NEW
QCOM 20,232 259.1%
AMGN 14,660 68.4%
PZZA 14,348 NEW
EOG 12,642 70.3%
GILD 11,040 29.5%
AZO 10,642 16.4%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -45,342 -16.0%
AVGO -37,361 -37.6%
DECK -35,418 -91.7%
BX -34,940 -31.4%
MSFT -32,752 -11.4%
CDNS -28,823 -97.2%
REGN -28,613 -98.5%
EXP -25,422 -93.7%
GOOGL -23,003 -16.6%
QNST -17,521 -30.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 265 (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