NEWEDGE WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VTR | 10K | $723.18K |
 | RBC | 10K | $4.15M |
 | ETR | 10K | $919.38K |
 | SO | 10K | $872.57K |
 | EQR | 10K | $568.66K |
 | ALC | 9K | $703.63K |
 | AMD | 9K | $2.38M |
 | LII | 9K | $4.54M |
 | AROC | 9K | $231.70K |
 | TMUS | 9K | $1.89M |
 | DOCS | 9K | $587.62K |
 | SE | 9K | $1.45M |
 | ADP | 9K | $2.37M |
 | CME | 9K | $2.43M |
 | CMI | 9K | $3.98M |
 | KHC | 9K | $215.73K |
 | CG | 9K | $460.40K |
 | PSX | 9K | $1.20M |
 | GD | 9K | $3.02M |
 | KDP | 9K | $231.74K |
Ventas, Inc.
VTR
Shares Held
10K
Value
$723.18K
RBC Bearings Incorporated
RBC
Shares Held
10K
Value
$4.15M
Entergy Corporation
ETR
Shares Held
10K
Value
$919.38K
The Southern Company
SO
Shares Held
10K
Value
$872.57K
Equity Residential
EQR
Shares Held
10K
Value
$568.66K
Alcon Inc.
ALC
Shares Held
9K
Value
$703.63K
Advanced Micro Devices, Inc.
AMD
Shares Held
9K
Value
$2.38M
Lennox International Inc.
LII
Shares Held
9K
Value
$4.54M
Archrock, Inc.
AROC
Shares Held
9K
Value
$231.70K
T-Mobile US, Inc.
TMUS
Shares Held
9K
Value
$1.89M
Doximity, Inc.
DOCS
Shares Held
9K
Value
$587.62K
Sea Limited
SE
Shares Held
9K
Value
$1.45M
Automatic Data Processing, Inc.
ADP
Shares Held
9K
Value
$2.37M
CME Group Inc.
CME
Shares Held
9K
Value
$2.43M
Cummins Inc.
CMI
Shares Held
9K
Value
$3.98M
The Kraft Heinz Company
KHC
Shares Held
9K
Value
$215.73K
The Carlyle Group Inc.
CG
Shares Held
9K
Value
$460.40K
Phillips 66
PSX
Shares Held
9K
Value
$1.20M
General Dynamics Corporation
GD
Shares Held
9K
Value
$3.02M
Keurig Dr Pepper Inc.
KDP
Shares Held
9K
Value
$231.74K