NewEdge Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), NewEdge Wealth, LLC reported 1,107 stock positions worth $8.4 billion. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 4.6% of the portfolio, followed by Apple (AAPL, 4.1%) and Microsoft (MSFT, 3.4%). Compared with Q4 2025, it opened 101 new positions, sold out of 170, added to 395 and reduced 550. The biggest buy was Fifth Third Bancorp (FITB, shares +5269%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001861796
- Portfolio Value
- $8.4B (Q1 2026)
- SEC Filing
- 0001580642-26-003156 ↗ filed May 13, 2026
Holdings Value
Holdings 1,107 stocks · $8.4B
| USFR Wisdomtree Floating Rate Tre | 4.59% | 7,632,376 | $384.2M | Reduce -8.4% |
| AAPL Apple Inc. | 4.12% | 1,359,822 | $345.1M | Add +1.2% |
| MSFT Microsoft Corp. | 3.40% | 768,837 | $284.6M | Reduce -2.5% |
| NVDA Nvidia Corp. | 2.86% | 1,372,227 | $239.3M | Reduce -8.0% |
| GOOGL Alphabet Inc. Class A | 2.79% | 813,160 | $233.8M | Reduce -8.3% |
| AVGO Broadcom Inc. | 1.89% | 512,688 | $158.7M | Add +9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.82% | 233,940 | $152.1M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 1.73% | 492,565 | $144.9M | Add +2.5% |
| AMZN Amazon.com Inc. | 1.67% | 672,432 | $140.0M | Reduce -0.1% |
| VGSH Vanguard Short-Term Treasury | 1.57% | 2,240,609 | $131.2M | Add +13.5% |
| META Meta Platforms Inc. Class A | 1.50% | 219,387 | $125.5M | Reduce -5.4% |
| VOO Vanguard S&P 500 ETF | 1.42% | 198,432 | $118.6M | Reduce -8.6% |
| IWF iShares Russell 1000 Growth | 1.24% | 243,611 | $103.9M | Reduce -10.1% |
| GILD Gilead Sciences Inc. | 1.18% | 706,725 | $98.5M | Add +9.3% |
| ABBV Abbvie Inc. | 1.05% | 406,062 | $88.3M | Add +2.1% |
| WFC Wells Fargo & Co. | 1.05% | 1,100,749 | $87.6M | Add +7.8% |
| VEA Vanguard Ftse Developed ETF | 1.04% | 1,360,500 | $87.2M | Add +24.0% |
| NVS Novartis AG-Sponsored ADR | 1.00% | 546,505 | $83.5M | Add +8.2% |
| KLAC KLA Corp. | 0.99% | 56,265 | $82.8M | Add +1.7% |
| AZO AutoZone Inc. | 0.95% | 23,599 | $79.7M | Add +9.1% |
| LRCX Lam Research Corp. | 0.91% | 356,302 | $76.1M | Reduce -21.3% |
| HD Home Depot Inc. | 0.87% | 221,813 | $73.0M | Add +5.4% |
| SU Suncor Energy Inc. | 0.85% | 1,082,177 | $71.5M | Add +8.2% |
| V Visa Inc. Class A | 0.85% | 235,093 | $71.1M | Add +7.9% |
| ISHG iShares -3 Year Internationa | 0.84% | 950,975 | $70.5M | Reduce -6.0% |
| ALSN Allison Transmission Holding | 0.84% | 601,636 | $70.4M | Add +7.4% |
| EBAY eBay Inc. | 0.79% | 726,456 | $66.1M | Add +11.3% |
| MTG Mgic Investment Corp. | 0.77% | 2,452,355 | $64.4M | Add +12.3% |
| VST Vistra Corp. | 0.76% | 425,795 | $64.0M | Add +21.9% |
| JNJ Johnson & Johnson | 0.74% | 254,036 | $62.1M | Reduce -2.2% |
| BX Blackstone Inc. | 0.74% | 537,227 | $61.8M | Reduce -24.8% |
| FITB Fifth Third Bancorp | 0.74% | 1,326,949 | $61.7M | Add +5269.0% |
| LLY Eli Lilly & Co. | 0.70% | 63,804 | $58.7M | Add +0.1% |
| EOG EOG Resources Inc. | 0.68% | 395,923 | $57.2M | Add +9.0% |
| R Ryder System Inc. | 0.68% | 277,942 | $56.9M | Add +11.0% |
| CNQ Canadian Natural Resources | 0.66% | 1,134,241 | $55.3M | Add +6.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 223,490 | $54.2M | Add +7.6% |
| LMT Lockheed Martin Corp. | 0.64% | 88,412 | $53.4M | Add +8.2% |
| RSP Invesco S&P 500 Equal Weight | 0.63% | 274,305 | $52.6M | Reduce -6.0% |
| MA Mastercard Inc. Class A | 0.63% | 105,082 | $52.5M | Reduce -2.8% |
| NRG NRG Energy Inc. | 0.62% | 354,847 | $51.9M | Add +5.0% |
| AMGN Amgen Inc. | 0.62% | 146,737 | $51.6M | Add +3.0% |
| EFA iShares MSCI Eafe ETF | 0.60% | 515,417 | $50.1M | Reduce -5.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 155,397 | $49.9M | Reduce -30.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 248,233 | $48.7M | Reduce -1.8% |
| NFLX Netflix Inc. | 0.57% | 497,157 | $47.8M | Add +133.7% |
| HAS Hasbro Inc. | 0.57% | 509,307 | $47.7M | New |
| SMH Vaneck Semiconductor ETF | 0.55% | 120,894 | $46.4M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.52% | 152,502 | $43.8M | Reduce -0.2% |
| JEF Jefferies Financial Group Inc. | 0.50% | 1,017,831 | $42.0M | Add +10.1% |
| HST Host Hotels & Resorts Inc. | 0.49% | 2,163,958 | $41.5M | Add +14.5% |
| CRM Salesforce Inc. | 0.49% | 222,098 | $41.5M | Reduce -7.5% |
| WELL Welltower Inc. | 0.49% | 208,939 | $41.3M | Reduce -3.5% |
| AMAT Applied Materials Inc. | 0.47% | 116,244 | $39.7M | Reduce -4.8% |
| QCOM Qualcomm Inc. | 0.46% | 298,683 | $38.5M | Add +7.0% |
| MPWR Monolithic Power Systems Inc. | 0.44% | 33,727 | $36.9M | Add +88.5% |
| IVV iShares Core S&P 500 ETF | 0.43% | 55,783 | $36.4M | Add +37.8% |
| KO The Coca-Cola Co. | 0.43% | 476,885 | $36.3M | Add +6.1% |
| COST Costco Wholesale Corp. | 0.42% | 35,321 | $35.2M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.41% | 120,400 | $34.5M | Reduce -25.6% |
| NOW ServiceNow Inc. | 0.41% | 328,172 | $34.3M | Add +435.9% |
| FTNT Fortinet Inc. | 0.39% | 402,789 | $32.9M | Reduce -1.9% |
| AGG iShares Core U.S. Aggregate | 0.39% | 327,394 | $32.5M | Add +4.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 357,097 | $32.3M | Add +7.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.38% | 366,729 | $32.2M | Reduce -4.4% |
| IQLT iShares MSCI International Q | 0.38% | 690,567 | $31.9M | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 94,026 | $31.8M | Add +4.8% |
| JBND JPMorgan Active Bond ETF | 0.37% | 577,358 | $31.0M | Add +20.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 118,233 | $31.0M | Reduce -5.1% |
| ORCL Oracle Corp. | 0.36% | 206,179 | $30.3M | Reduce -7.7% |
| UNP Union Pacific Corp. | 0.36% | 124,096 | $30.1M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 62,828 | $30.1M | Reduce -6.5% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 410,673 | $27.7M | Add +14.2% |
| CF CF Industries Holdings Inc. | 0.33% | 212,211 | $27.6M | Reduce -43.8% |
| VCRB Vanguard Core Bond ETF | 0.32% | 350,850 | $27.1M | Add +6.3% |
| JPIE JPMorgan Income ETF | 0.31% | 567,053 | $26.1M | Add +6.1% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 456,923 | $24.7M | Reduce -3.5% |
| DVN Devon Energy Corp. | 0.29% | 479,681 | $24.1M | Add +20.0% |
| MEDP Medpace Holdings Inc. | 0.29% | 49,777 | $23.9M | Add +1044.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.28% | 78,036 | $23.3M | Reduce -16.6% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 105,375 | $22.7M | Reduce -4.0% |
| MBS Angel Oak Mortg-Bcked SE ETF | 0.27% | 2,592,750 | $22.5M | Add +7.9% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 115,490 | $22.2M | Reduce -15.2% |
| GS Goldman Sachs Group Inc. | 0.26% | 26,025 | $22.0M | Add +6.9% |
| LOW Lowe's Cos Inc. | 0.26% | 92,910 | $22.0M | Reduce -4.1% |
| TSLA Tesla Inc. | 0.26% | 57,754 | $21.5M | Reduce -27.2% |
| BSV Vanguard Short-Term Bond ETF | 0.25% | 263,832 | $20.7M | Add +4.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 46,759 | $20.4M | Add +19.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 50,464 | $19.7M | Add +90.9% |
| UBER Uber Technologies Inc. | 0.23% | 269,613 | $19.4M | Add +4.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.23% | 14,651 | $19.4M | Add +6.6% |
| IEMG iShares Core MSCI Emerging | 0.23% | 275,237 | $19.2M | Reduce -2.0% |
| ACN Accenture PLC Class A | 0.22% | 93,916 | $18.6M | Reduce -7.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 247,158 | $18.6M | Add +22.9% |
| WMT Walmart Inc. | 0.22% | 146,287 | $18.2M | Reduce -19.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 31,036 | $17.9M | Reduce -9.4% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 131,858 | $16.4M | Add +5.2% |
| ISRG Intuitive Surgical Inc. | 0.18% | 33,535 | $15.5M | Add +21.6% |
| WCMI FT WCM International ETF | 0.18% | 920,327 | $15.4M | Reduce -4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 94,004 | $15.0M | Reduce -12.1% |
Options reported separately and not counted above: IAU puts ($6.4M), SIVR puts ($2.3M), SPY calls ($2.0M), QQQ calls ($1.6M), ANET puts ($909K), AAPL puts ($634K), SMH calls ($613K), AVGO puts ($464K), TSLA puts ($372K), NVDA calls ($105K), ADBE puts ($97K), DOCU calls ($9K), and 3 more.
Other holdings (2): bonds, preferreds, convertibles and warrants · $404K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 343 | $396K | Reduce -39.3% |
| PSQH.WS Colombier Acq Class A -CW28 | *W EXP 07/19/202 | 165,323 | $7K | No change |
Total filed on the 13F, all lines: $8.4B.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -2.5% | 3.40% | −0.91 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.63 |
| BX Blackstone Inc. | Reduce -24.8% | 0.74% | −0.51 |
| LOB Live Oak Bancshares Inc. | Sold out | 0.00% | −0.49 |
| HRB H&R Block Inc. | Reduce -98.4% | 0.01% | −0.41 |
| GOOGL Alphabet Inc. Class A | Reduce -8.3% | 2.79% | −0.35 |
| NVDA Nvidia Corp. | Reduce -8.0% | 2.86% | −0.29 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -30.8% | 0.59% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -5.4% | 1.50% | −0.23 |
| AR Antero Resources Corp. | Sold out | 0.00% | −0.23 |
| CRM Salesforce Inc. | Reduce -7.5% | 0.49% | −0.22 |
| IWF iShares Russell 1000 Growth | Reduce -10.1% | 1.24% | −0.21 |
| IBIT iShares Bitcoin Trust ETF | Reduce -61.2% | 0.10% | −0.21 |
| ADBE Adobe Inc. | Reduce -77.8% | 0.04% | −0.19 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -25.6% | 0.41% | −0.16 |
| USFR Wisdomtree Floating Rate Tre | Reduce -8.4% | 4.59% | −0.15 |
| TSLA Tesla Inc. | Reduce -27.2% | 0.26% | −0.15 |
| IWD iShares Russell 1000 Value E | Reduce -65.7% | 0.08% | −0.13 |
| ORCL Oracle Corp. | Reduce -7.7% | 0.36% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -8.6% | 1.42% | −0.12 |
| ACN Accenture PLC Class A | Reduce -7.3% | 0.22% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 1.67% | −0.08 |
| AXP American Express Co. | Reduce -40.6% | 0.08% | −0.08 |
| TIC Tic Solutions Inc. | Reduce -25.6% | 0.08% | −0.08 |
| MDY State Street SPDR S&P Midcap | Reduce -93.3% | 0.01% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -2.8% | 0.63% | −0.07 |
| ACWI iShares MSCI Acwi ETF | Reduce -77.8% | 0.02% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -33.9% | 0.11% | −0.07 |
| QNST Quinstreet Inc. | Reduce -26.4% | 0.13% | −0.07 |
| LEN Lennar Corp. Class A | Reduce -91.8% | 0.01% | −0.07 |
| AEBI Aebi Schmidt Holding AG | Reduce -19.4% | 0.11% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -16.6% | 0.28% | −0.05 |
| MNDY Monday.com Ltd. | Reduce -71.2% | 0.01% | −0.05 |
| EPI Wisdomtree India Earnings | Reduce -38.6% | 0.07% | −0.05 |
| PZZA Papa John's Intl Inc. | Sold out | 0.00% | −0.05 |
| S Sentinelone Inc. Class A | Reduce -41.5% | 0.06% | −0.05 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.05 |
| ETOR Etoro Group Ltd. Class A | Sold out | 0.00% | −0.05 |
| APP AppLovin Corp. Class A | Reduce -17.3% | 0.05% | −0.05 |
| PENN Penn Entertainment Inc. | Sold out | 0.00% | −0.05 |
| MSOS Advisorshares Pure US Cann | Reduce -91.7% | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -48.3% | 0.05% | −0.04 |
| AON Aon PLC Class A | Reduce -63.6% | 0.02% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -15.2% | 0.26% | −0.04 |
| DDOG Datadog Inc. Class A | Reduce -72.4% | 0.01% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -22.7% | 0.04% | −0.04 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -68.5% | 0.02% | −0.04 |
| SNPS Synopsys Inc. | Reduce -72.7% | 0.01% | −0.04 |
| GPK Graphic Packaging Holding Co. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| FITB Fifth Third Bancorp | Add +5269.0% | 0.74% | +0.72 |
| HAS Hasbro Inc. | New | 0.57% | +0.57 |
| SU Suncor Energy Inc. | Add +8.2% | 0.85% | +0.35 |
| NFLX Netflix Inc. | Add +133.7% | 0.57% | +0.35 |
| NOW ServiceNow Inc. | Add +435.9% | 0.41% | +0.30 |
| GILD Gilead Sciences Inc. | Add +9.3% | 1.18% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Add +24.0% | 1.04% | +0.27 |
| MEDP Medpace Holdings Inc. | Add +1044.6% | 0.29% | +0.26 |
| MPWR Monolithic Power Systems Inc. | Add +88.5% | 0.44% | +0.26 |
| VGSH Vanguard Short-Term Treasury | Add +13.5% | 1.57% | +0.25 |
| EOG EOG Resources Inc. | Add +9.0% | 0.68% | +0.25 |
| CNQ Canadian Natural Resources | Add +6.4% | 0.66% | +0.25 |
| KLAC KLA Corp. | Add +1.7% | 0.99% | +0.23 |
| ALSN Allison Transmission Holding | Add +7.4% | 0.84% | +0.22 |
| NVS Novartis AG-Sponsored ADR | Add +8.2% | 1.00% | +0.21 |
| LMT Lockheed Martin Corp. | Add +8.2% | 0.64% | +0.19 |
| EBAY eBay Inc. | Add +11.3% | 0.79% | +0.15 |
| R Ryder System Inc. | Add +11.0% | 0.68% | +0.14 |
| BTC Grayscale Bitcoin Mini ETF | Add +3052.8% | 0.14% | +0.13 |
| VST Vistra Corp. | Add +21.9% | 0.76% | +0.13 |
| DVN Devon Energy Corp. | Add +20.0% | 0.29% | +0.12 |
| AZO AutoZone Inc. | Add +9.1% | 0.95% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +37.8% | 0.43% | +0.12 |
| HST Host Hotels & Resorts Inc. | Add +14.5% | 0.49% | +0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +90.9% | 0.24% | +0.10 |
| COST Costco Wholesale Corp. | Add +4.1% | 0.42% | +0.09 |
| AMGN Amgen Inc. | Add +3.0% | 0.62% | +0.09 |
| JMBS Janus Henderson Mortg Backed | New | 0.09% | +0.09 |
| KO The Coca-Cola Co. | Add +6.1% | 0.43% | +0.08 |
| JBND JPMorgan Active Bond ETF | Add +20.0% | 0.37% | +0.08 |
| FBND Fidelity Total Bond ETF | Add +92.3% | 0.14% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.8% | 0.38% | +0.07 |
| ENSG The Ensign Group Inc. | Add +74.3% | 0.13% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.6% | 0.23% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +14.2% | 0.33% | +0.06 |
| IMO Imperial Oil Ltd. | Add +15.6% | 0.14% | +0.06 |
| AVGO Broadcom Inc. | Add +9.3% | 1.89% | +0.06 |
| DFAI Dimensional International Co. | Add +322.9% | 0.07% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +22.9% | 0.22% | +0.05 |
| HD Home Depot Inc. | Add +5.4% | 0.87% | +0.05 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +1032.3% | 0.06% | +0.05 |
| DFIV Dimensional International Va | New | 0.05% | +0.05 |
| HON Honeywell International Inc. | Add +47.8% | 0.11% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.2% | 0.39% | +0.05 |
| FENI Fidelity Enhanced Intl ETF | New | 0.05% | +0.05 |
| BBIN JPM Betabuilders Intl Eqty | New | 0.05% | +0.05 |
| MTG Mgic Investment Corp. | Add +12.3% | 0.77% | +0.05 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.04% | +0.04 |
| OBDC Blue Owl Capital Corp. | Add +81.6% | 0.10% | +0.04 |
| BHP BHP Group Ltd.-Spon ADR | Add +27.4% | 0.11% | +0.04 |
Options Activity Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -23.1% | 3,000 | $2.0M |
| QQQ Invesco QQQ Trust Series 1 | call | Reduce -55.6% | 2,800 | $1.6M |
| ANET Arista Networks Inc. | put | New | 7,400 | $909K |
| AAPL Apple Inc. | put | New | 2,500 | $634K |
| SMH Vaneck Semiconductor ETF | call | Reduce -15.8% | 1,600 | $613K |
| AVGO Broadcom Inc. | put | New | 1,500 | $464K |
| TSLA Tesla Inc. | put | New | 1,000 | $372K |
| SLV iShares Silver Trust | call | Sold out | 9,300 | $297Kbefore exit |
| ETOR Etoro Group Ltd. Class A | put | Sold out | 125,200 | $125Kbefore exit |
| NVDA Nvidia Corp. | call | New | 600 | $105K |
| ADBE Adobe Inc. | put | New | 400 | $97K |
| AMZN Amazon.com Inc. | put | Sold out | 10,200 | $48Kbefore exit |
| DOCU Docusign Inc. | call | New | 200 | $9K |
| IBIT iShares Bitcoin Trust ETF | call | New | 100 | $4K |
| UWMC Uwm Holdings Corp. | call | New | 600 | $2K |
| MSOS Advisorshares Pure US Cann | call | New | 500 | $2K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Sold out | 433 | $542Kbefore exit |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -39.3% | 343 | $396K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,213 | $9.9B | USFR, AAPL, NVDA, GOOGL, MSFT |
| Q1 2026 | 1,107 | $8.4B | USFR, AAPL, MSFT, NVDA, GOOGL |
| Q4 2025 | 1,176 | $8.8B | USFR, MSFT, AAPL, NVDA, GOOGL |
| Q3 2025 | 1,014 | $7.0B | MSFT, AAPL, NVDA, GOOGL, AVGO |
| Q2 2025 | 957 | $6.4B | MSFT, AAPL, NVDA, META, GOOGL |
| Q1 2025 | 927 | $5.5B | MSFT, AAPL, NVDA, META, GOOGL |
| Q4 2024 | 913 | $5.8B | MSFT, AAPL, GOOGL, META, SPY |
| Q3 2024 | 867 | $5.5B | MSFT, AAPL, GOOGL, SPY, META |
| Q2 2024 | 755 | $4.6B | MSFT, AAPL, GOOGL, META, SPY |
| Q1 2024 | 795 | $4.5B | MSFT, AAPL, GOOGL, SPY, META |