Institutional manager

NewEdge Wealth, LLC

Holds positions in 356 of the S&P 500, worth $4.82bn as reported for the quarter ended 31-mar-2026.

Positions held356of 488 index companies covered

Reported value$4.82bnS&P 500 positions only

Top ten weight42%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 356 held. The rest are smaller than every one of these.

Apple Inc.AAPL1.4m$345mInformation Technology MicrosoftMSFT768,837$285mInformation Technology Alphabet Inc. (Class A)GOOGL933,560$268mCommunication Services NvidiaNVDA1.4m$239mInformation Technology State Street CorporationSTT760,576$195mFinancials BroadcomAVGO512,688$159mInformation Technology JPMorgan ChaseJPM492,565$145mFinancials AmazonAMZN672,432$140mConsumer Discretionary Meta PlatformsMETA219,387$126mCommunication Services Gilead SciencesGILD706,725$98mHealth Care AbbVieABBV406,062$88mHealth Care Wells FargoWFC1.1m$88mFinancials KLA CorporationKLAC56,265$83mInformation Technology AutoZoneAZO23,599$80mConsumer Discretionary Lam ResearchLRCX356,302$76mInformation Technology Home Depot (The)HD221,813$73mConsumer Discretionary Visa Inc.V235,093$71mFinancials eBay Inc.EBAY726,456$66mConsumer Discretionary Vistra Corp.VST425,795$64mUtilities Johnson & JohnsonJNJ254,036$62mHealth Care Blackstone Inc.BX537,227$62mFinancials Fifth Third BancorpFITB1.3m$62mFinancials Lilly (Eli)LLY63,804$59mHealth Care EOG ResourcesEOG395,923$57mEnergy IBMIBM223,490$54mInformation Technology Lockheed MartinLMT88,412$53mIndustrials MastercardMA105,082$53mFinancials NRG EnergyNRG354,847$52mUtilities AmgenAMGN146,737$52mHealth Care NetflixNFLX497,157$48mCommunication Services HasbroHAS509,307$48mConsumer Discretionary Host Hotels & ResortsHST2.2m$41mReal Estate SalesforceCRM222,098$41mInformation Technology WelltowerWELL208,939$41mReal Estate Applied MaterialsAMAT116,244$40mInformation Technology QualcommQCOM298,683$38mInformation Technology Monolithic Power SystemsMPWR33,727$37mInformation Technology Coca-Cola Company (The)KO476,885$36mConsumer Staples Berkshire HathawayBRK.B62,836$36mFinancials CostcoCOST35,321$35mConsumer Staples ServiceNowNOW328,172$34mInformation Technology FortinetFTNT402,789$33mInformation Technology Oracle CorporationORCL206,179$30mInformation Technology Union Pacific CorporationUNP124,096$30mIndustrials CF IndustriesCF212,211$28mMaterials Devon EnergyDVN479,681$24mEnergy Goldman SachsGS46,539$24mFinancials Lowe'sLOW92,910$22mConsumer Discretionary Tesla, Inc.TSLA57,754$21mConsumer Discretionary CrowdStrikeCRWD50,464$20mInformation Technology UberUBER269,613$19mIndustrials AccentureACN93,916$19mInformation Technology WalmartWMT146,287$18mConsumer Staples InvescoIVZ31,036$18mFinancials Intuitive SurgicalISRG33,535$15mHealth Care TJX CompaniesTJX94,004$15mConsumer Discretionary Chevron CorporationCVX67,966$14mEnergy ExxonMobilXOM80,099$14mEnergy Procter & GamblePG77,860$11mConsumer Staples CiscoCSCO139,223$11mInformation Technology

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.