NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,144 positions
APPLE INC | 1.3M | $231.7M | 3.7% | — | — | — | New — |
ISHARES TR | 486,767 | $220.8M | 3.6% | $337.55 | +26.20% | 14 qtrssince 2018-Q4 | Increased 65 |
MICROSOFT CORP | 506,383 | $154M | 2.5% | — | — | — | New — |
VANGUARD INDEX FDS | 304,168 | $126.3M | 2.0% | $306.86 | +27.02% | 14 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 269,902 | $121.9M | 2.0% | $342.57 | +24.13% | 14 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 939,347 | $95.2M | 1.5% | $76.55 | +24.95% | 9 qtrssince 2020-Q1 | Increased 52 |
ISHARES TR | 828,729 | $88.8M | 1.4% | $95.57 | -3.67% | 14 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 25,991 | $84.7M | 1.4% | $137.27 | +18.74% | 14 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 125,780 | $64.1M | 1.0% | $403.22 | +16.27% | 14 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 452,650 | $61.7M | 1.0% | $100.54 | +21.09% | 14 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 553,412 | $59.7M | 1.0% | $85.32 | +17.83% | 14 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 195,109 | $58.4M | 0.9% | $209.75 | +27.00% | 14 qtrssince 2018-Q4 | Increased 42 |
VANGUARD INDEX FDS | 375,756 | $55.5M | 0.9% | $115.38 | +15.11% | 14 qtrssince 2018-Q4 | Decreased 0 |
UNION PAC CORP | 198,781 | $54.3M | 0.9% | $154.70 | +59.31% | 14 qtrssince 2018-Q4 | Increased 43 |
ISHARES TR | 1.1M | $54M | 0.9% | $44.32 | -4.87% | 7 qtrssince 2020-Q3 | Increased 44 |
INVESCO QQQ TR | 141,316 | $51.2M | 0.8% | $292.24 | +22.64% | 14 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 582,149 | $49.3M | 0.8% | $50.67 | +47.62% | 14 qtrssince 2018-Q4 | Increased 45 |
ACCENTURE PLC IRELAND | 144,925 | $48.9M | 0.8% | $177.78 | +74.20% | 14 qtrssince 2018-Q4 | Increased 43 |
UNITED PARCEL SVCS INC | 216,056 | $46.3M | 0.7% | $132.65 | +29.19% | 14 qtrssince 2018-Q4 | Increased 43 |
VANGUARD INDEX FDS | 152,914 | $44M | 0.7% | $41.20 | +13.51% | 14 qtrssince 2018-Q4 | Increased 45 |
NewEdge Advisors, LLC manages $6.2B across 1144 positions as of Q1 2022. Top holdings: AAPL calls (3.7%), IVV (3.6%), MSFT calls (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 99 new positions, 590 exits, 579 increased. Top move: IVV (INCREASED, conviction 65). Portfolio: $6.2B across 1144 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
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