NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings4,198 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.5M | $1B | 3.0% | $195.26 | +63.73% | 16 qtrssince 2022-Q3 | Increased 61 |
ISHARES TR | 1.2M | $886.6M | 2.6% | $548.02 | +41.05% | 31 qtrssince 2018-Q4 | Increased 70 |
STATE STR SPDR S&P 500 ETF T | 1M | $749.8M | 2.2% | $582.83 | +32.00% | 31 qtrssince 2018-Q4 | Increased 79 |
NVIDIA CORPORATION | 3.5M | $696.9M | 2.1% | $122.35 | +77.82% | 17 qtrssince 2022-Q2 | Increased 55 |
MICROSOFT CORP | 1.7M | $619.7M | 1.8% | $366.96 | +39.94% | 17 qtrssince 2022-Q2 | Increased 53 |
AMAZON COM INC | 2.2M | $516.9M | 1.5% | $175.66 | +51.67% | 31 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 1.5M | $476.4M | 1.4% | $237.95 | +50.29% | 31 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 684,968 | $470.4M | 1.4% | $435.94 | +62.23% | 31 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC | 1.3M | $466.6M | 1.4% | $246.65 | +40.52% | 31 qtrssince 2018-Q4 | Increased 50 |
SPDR SERIES TRUST | 4.4M | $387.2M | 1.2% | $72.02 | +25.76% | 27 qtrssince 2019-Q4 | Increased 70 |
BROADCOM INC | 939,989 | $355.1M | 1.1% | $192.48 | +91.59% | 31 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 668,204 | $334.4M | 1.0% | $445.22 | +13.43% | 31 qtrssince 2018-Q4 | Increased 44 |
WALMART INC | 2.9M | $324M | 1.0% | $94.48 | +9.11% | 31 qtrssince 2018-Q4 | Decreased 0 |
BLACKROCK ETF TRUST | 4.4M | $296.9M | 0.9% | $50.61 | +37.49% | 13 qtrssince 2023-Q2 | Decreased 0 |
CISCO SYS INC | 2.5M | $294.3M | 0.9% | $71.58 | +53.57% | 31 qtrssince 2018-Q4 | Increased 44 |
ADVANCED MICRO DEVICES INC | 506,265 | $294.1M | 0.9% | $184.86 | +151.86% | 31 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 769,336 | $271.8M | 0.8% | $163.54 | +109.66% | 31 qtrssince 2018-Q4 | Increased 47 |
VISA INC | 760,691 | $261M | 0.8% | $290.45 | +31.38% | 31 qtrssince 2018-Q4 | Increased 43 |
ISHARES TR | 1.8M | $253.3M | 0.8% | $90.60 | +54.55% | 31 qtrssince 2018-Q4 | Increased 44 |
MICRON TECHNOLOGY INC | 214,739 | $247.9M | 0.7% | $332.48 | +180.58% | 31 qtrssince 2018-Q4 | Increased 49 |
NewEdge Advisors, LLC manages $33.6B across 4198 positions as of Q2 2026. Top holdings: AAPL (3.0%), IVV (2.6%), SPY (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 335 new positions, 264 exits, 1979 increased. Top move: SPY (INCREASED, conviction 79). Portfolio: $33.6B across 4198 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR