Newedge Wealth
$7.8B Assets Reported
1,278 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| USFR | WISDOMTREE TR | 7,632,376 | $384M | 5.0% |
| MSFT | MICROSOFT CORP | 768,837 | $285M | 3.7% |
| GOOGL | ALPHABET INC | 813,160 | $234M | 3.0% |
| AVGO | BROADCOM INC | 514,188 | $159M | 2.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 236,940 | $154M | 2.0% |
| JPM | JPMORGAN CHASE & CO | 492,565 | $145M | 1.9% |
| AMZN | AMAZON COM INC | 672,432 | $140M | 1.8% |
| VGSH | VANGUARD SCOTTSDALE FDS | 2,240,609 | $131M | 1.7% |
| META | META PLATFORMS INC | 219,387 | $126M | 1.6% |
| VOO | VANGUARD INDEX FDS | 198,432 | $119M | 1.5% |
Track Newedge Wealth's 13F portfolio: $7.8B in reported holdings, 1,278 positions. Top holdings, AUM, and quarterly changes on SentiSense.