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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 $10,005,754,963
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 11,099,477 $558,858,681 5.59%
2.
Apple Inc.
 AAPL 1,394,101 $403,397,033 4.03%
3.
Nvidia Corp
 NVDA 1,595,829 $319,309,486 3.19%
4.
Alphabet Inc.
 GOOGL 850,206 $303,837,984 3.04%
5.
Microsoft Corp
 MSFT 808,107 $301,439,957 3.01%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.