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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 $3,912,489,807
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 527,040 $198,188,039 5.06%
2.
Apple Inc.
 AAPL 808,709 $155,700,727 3.97%
3.
Blackstone Inc.
 BX 637,375 $83,445,078 2.13%
4.
Alphabet Inc.
 GOOG 539,934 $75,423,436 1.92%
5.
Spdr S & P 500 Etf Trust
 SPY 153,225 $72,829,240 1.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)