NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings791 positions
ISHARES TR | 252,448 | $65.2M | 3.1% | $239.70 | -1.74% | 6 qtrssince 2018-Q4 | Increased 58 |
BRUKER CORP | 1.7M | $62.5M | 3.0% | $42.61 | -17.61% | 6 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 314,189 | $49.6M | 2.4% | $110.90 | +34.54% | 6 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 160,754 | $40.9M | 2.0% | $42.48 | +44.37% | 6 qtrssince 2018-Q4 | Increased 49 |
VANGUARD INDEX FDS | 150,283 | $35.6M | 1.7% | $210.48 | +2.44% | 6 qtrssince 2018-Q4 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 121,691 | $31.4M | 1.5% | $223.52 | +5.47% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.1M | $29.4M | 1.4% | $21.82 | +9.41% | 6 qtrssince 2018-Q4 | Increased 49 |
NEXTERA ENERGY INC | 115,561 | $27.8M | 1.3% | $39.76 | +28.32% | 6 qtrssince 2018-Q4 | Increased 49 |
HOME DEPOT INC | 140,079 | $26.2M | 1.3% | $154.94 | +2.70% | 6 qtrssince 2018-Q4 | Increased 46 |
JPMORGAN CHASE & CO | 289,223 | $26M | 1.3% | $84.69 | -10.59% | 6 qtrssince 2018-Q4 | Increased 48 |
VERIZON COMMUNICATIONS INC | 484,173 | $26M | 1.3% | $37.42 | -3.42% | 6 qtrssince 2018-Q4 | Increased 50 |
PEPSICO INC | 202,177 | $24.3M | 1.2% | $105.14 | -7.06% | 6 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 203,469 | $23.1M | 1.1% | $33.21 | +4.58% | 6 qtrssince 2018-Q4 | Increased 48 |
MERCK & CO INC | 298,342 | $23M | 1.1% | $63.46 | -5.49% | 6 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN TOWER CORP | 100,939 | $22M | 1.1% | $141.81 | +27.61% | 6 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 190,116 | $21.9M | 1.1% | $87.24 | +9.46% | 6 qtrssince 2018-Q4 | Increased 50 |
WEC ENERGY GROUP INC | 221,140 | $19.5M | 0.9% | $57.95 | +22.88% | 6 qtrssince 2018-Q4 | Increased 41 |
CMS ENERGY CORP | 330,236 | $19.4M | 0.9% | $41.88 | +15.21% | 6 qtrssince 2018-Q4 | Increased 42 |
AMAZON COM INC | 9,821 | $19.1M | 0.9% | $82.53 | +18.12% | 6 qtrssince 2018-Q4 | Increased 48 |
CISCO SYS INC | 486,721 | $19.1M | 0.9% | $36.65 | -11.16% | 6 qtrssince 2018-Q4 | Increased 40 |
NewEdge Advisors, LLC manages $2.1B across 791 positions as of Q1 2020. Top holdings: IVV (3.1%), BRKR (3.0%), MSFT (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 120 new positions, 143 exits, 361 increased. Top move: IVV (INCREASED, conviction 58). Portfolio: $2.1B across 791 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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