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.
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 |
G GOOGL | 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 |