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Home > Institutional Investor > Newedge Wealth, Llc > Profile

Instuitional Investor - Newedge Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Newedge Wealth, Llc
Portfolio Value $5,521,134,148
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 676,201 $253,839,006 4.6%
2.
Apple Inc.
 AAPL 1,075,459 $238,891,727 4.33%
3.
Nvidia Corp
 NVDA 1,125,020 $121,929,709 2.21%
4.
Meta Platforms Inc.
 META 210,275 $121,194,331 2.2%
5.
Alphabet Inc.
 GOOGL 747,386 $115,575,803 2.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)