List of top 200 securities held by NewEdge Wealth LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-05-09 10:01:42
Total Holdings: 915
Assets Under Management (AUM) :
$5,435,890,176 ($5.44B)
Reporting Manager: Kyle P. Smith
Address:
2200 ATLANTIC STREET
SUITE 200
STAMFORD, CT 06902
Since : total money flow = , gains and losses =
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