How many stocks does NewEdge Advisors, LLC own?

As of Q4 2025, NewEdge Advisors, LLC holds 4,213 positions in their 13F portfolio.

What is NewEdge Advisors, LLC's largest holding?

AAPL at 3.4% of portfolio, worth $933.1M.

What is NewEdge Advisors, LLC's total portfolio value?

$27.6B as of Q4 2025, tracked across 4,213 holdings.

Is NewEdge Advisors, LLC a hedge fund?

NewEdge Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does NewEdge Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has NewEdge Advisors, LLC's portfolio changed in Q4 2025?

View NewEdge Advisors, LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is NewEdge Advisors, LLC's investment strategy?

NewEdge Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

NewEdge Advisors, LLC Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

NewEdge Advisors, LLC

Institutional investor · Portfolio as of Q4 2025

Strong(3.5 / 5.0)

$27.6B

AUM

4,213

Positions

357

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

NewEdge Advisors, LLC manages $27.6B across 4213 positions as of Q4 2025. Top holdings: AAPL (3.4%), MSFT (2.7%), NVDA (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.

Q4 2025 Summary

Active quarter - 357 new positions, 242 exits, 1952 increased. Top move: GOOGL (INCREASED, conviction 79). Portfolio: $27.6B across 4213 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL3.39%

MSFT2.65%

NVDA2.23%

IVV2.00%

AMZN1.72%

JPM1.71%

GOOGL1.61%

AVGO1.42%

VOO1.37%

SPY1.31%

Other1.19%

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

INTS1Q held

Intensity Therapeutics, Inc.

Avg $0.38 · $178,500 est. P&L

Est. P&L

+1878.95%

MNPR8Q held

Monopar Therapeutics Inc.

Avg $3.40 · $29,088 est. P&L

Est. P&L

+1425.88%

AXTI13Q held

AXT Inc

Avg $3.01 · $692,926 est. P&L

Est. P&L

+1286.36%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 4214

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL Apple Inc.	3.4M	$933.1M	3.4%	—	$194.24	+35.78%	14 qtrssince 2022-Q3	Increased 78
MSFT Microsoft Corporation	1.5M	$731.4M	2.7%	—	$371.13	+8.84%	15 qtrssince 2022-Q2	Increased 72
NVDA NVIDIA Corporation	3.3M	$613.7M	2.2%	—	$119.25	+50.98%	15 qtrssince 2022-Q2	Increased 55
IVVETF iShares Core S&P 500 ETF	803,369	$550.3M	2.0%	—	$459.10	+48.85%	29 qtrssince 2018-Q4	Increased 56
AMZN Amazon.com, Inc.	2.1M	$473.3M	1.7%	—	$172.80	+20.80%	29 qtrssince 2018-Q4	Increased 67
JPM JP Morgan Chase & Co.	1.5M	$469.9M	1.7%	—	$236.69	+26.86%	29 qtrssince 2018-Q4	Increased 74
GOOGL Alphabet Inc.	1.4M	$443.1M	1.6%	—	$245.26	+23.78%	29 qtrssince 2018-Q4	Increased 79
AVGO Broadcom Inc.	1.1M	$390.1M	1.4%	—	$193.94	+61.82%	29 qtrssince 2018-Q4	Increased 57
VOOETF Vanguard S&P 500 ETF	601,451	$377.2M	1.4%	—	$401.53	+55.83%	29 qtrssince 2018-Q4	Increased 54
SPYUnit State Street SPDR S&P 500 ETF T	604,011	$361.1M	1.3%	—	$474.64	+43.34%	29 qtrssince 2018-Q4	Decreased 0
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