Newedge Wealth, LLC
NewEdge Wealth, LLC is a registered investment adviser headquartered in Stamford, CT, United States. Founded in 2020, the firm is a division of NewEdge Capital Group, LLC, specializing in wealth management and investment advisory services for high-net-worth individuals, families, and institutional clients. With approximately 152 employees, NewEdge Wealth offers individualized investment strategies, focusing on delivering specialized solutions and high-touch service driven by a team of both investors and brokers.
Investment Strategy
NewEdge Wealth applies a comprehensive approach to wealth management, combining discretionary and non-discretionary investment advisory services. Their strategy primarily serves high-net-worth individuals, providing tailored portfolios diversified across equities, fixed income, and alternative assets. The firm emphasizes dynamic asset allocation, data-driven research, and risk management, leveraging both in-house expertise and modern technology to deliver bespoke investment solutions.
Latest 13F Filing Activity
Newedge Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 949 equity positions and 1 options positions with a total 13F market value of $6B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Broadcom Inc. among other positions. Newedge Wealth, LLC reduced exposure to Hartford FDS Exchange Traded, Vanguard Scottsdale FDS, Graphic Packaging HLDG Co. among others.
Top Holdings
Equity Positions (949)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.65% | $360.6M | 692,369 | $318.99 | $497.41 | +$106.8M |
A AAPL | APPLE INC | 3.82% | $243.9M | 1,108,491 | $175.62 | $205.17 | +$5.0M |
N NVDA | NVIDIA CORPORATION | 3.19% | $203.7M | 1,126,883 | $103.56 | $157.99 | +$81.8M |
M META | META PLATFORMS INC | 2.38% | $152.0M | 199,456 | $352.61 | $738.09 | +$30.8M |
| ALPHABET INC | 2.33% | $148.6M | 756,149 | $131.44 | $176.23 | +$33.0M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $43.6K | 126 | $617.85 | $617.85 | +126 | +$43.6K |
Industry Allocation
Investment Team (31)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | New York, NY , United States | |
 | Partner | Delray Beach, FL , United States | |
 | Associate | Darien, CT , United States | |
 | Chief Investment Officer | New York, NY , United States | |
 | Principal | Portsmouth, NH , United States | |
 | Partner | Bentonville, AR , United States | |
 | Principal | New York, NY , United States | |
 | Principal | New York, NY , United States | |
 | Principal | Pittsburgh, PA , United States | |
J John Froley | Principal | San Francisco, CA , United States |
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