NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,959 positions
APPLE INC | 2.4M | $536.8M | 3.2% | $156.86 | +40.74% | 11 qtrssince 2022-Q3 | Increased 57 |
ISHARES TR | 816,279 | $458.7M | 2.7% | $403.06 | +36.94% | 26 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 950,530 | $356.8M | 2.1% | $296.65 | +25.08% | 12 qtrssince 2022-Q2 | Increased 55 |
NVIDIA CORPORATION | 3.1M | $333.5M | 2.0% | $46.42 | +132.87% | 12 qtrssince 2022-Q2 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 816,849 | $291.8M | 1.7% | $460.16 | +19.58% | 26 qtrssince 2018-Q4 | Increased 59 |
VANGUARD INDEX FDS | 500,951 | $257.4M | 1.5% | $356.95 | +41.49% | 26 qtrssince 2018-Q4 | Increased 50 |
AMAZON COM INC | 1.3M | $241.8M | 1.4% | $148.01 | +28.55% | 26 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 1.1M | $192.9M | 1.1% | $148.87 | +13.22% | 23 qtrssince 2019-Q3 | Increased 56 |
ISHARES TR | 2M | $186.3M | 1.1% | $86.81 | +6.29% | 26 qtrssince 2018-Q4 | Increased 52 |
BROADCOM INC | 993,215 | $166.3M | 1.0% | $85.06 | +94.59% | 26 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 673,493 | $165.2M | 1.0% | $145.49 | +63.64% | 26 qtrssince 2018-Q4 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 338,352 | $161.9M | 1.0% | $384.61 | +38.47% | 26 qtrssince 2018-Q4 | Increased 54 |
BLACKROCK ETF TRUST | 3.3M | $159.2M | 0.9% | $46.45 | +3.47% | 8 qtrssince 2023-Q2 | Increased 47 |
VANGUARD INDEX FDS | 872,785 | $150.8M | 0.9% | $128.64 | +30.22% | 26 qtrssince 2018-Q4 | Increased 43 |
VANGUARD INDEX FDS | 401,341 | $148.8M | 0.9% | $46.01 | +33.46% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 733,872 | $139.9M | 0.8% | $180.99 | +2.72% | 26 qtrssince 2018-Q4 | Increased 59 |
VISA INC | 379,276 | $132.9M | 0.8% | $233.28 | +48.53% | 26 qtrssince 2018-Q4 | Increased 43 |
SPDR SERIES TRUST | 2M | $130.9M | 0.8% | $54.98 | +17.60% | 22 qtrssince 2019-Q4 | Decreased 0 |
DIMENSIONAL ETF TRUST | 3.9M | $128.3M | 0.8% | $29.16 | +11.42% | 16 qtrssince 2021-Q2 | Decreased 0 |
ISHARES TR | 2.8M | $128M | 0.8% | $42.44 | +2.26% | 19 qtrssince 2020-Q3 | Decreased 0 |
NewEdge Advisors, LLC manages $16.8B across 3959 positions as of Q1 2025. Top holdings: AAPL (3.2%), IVV (2.7%), MSFT (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 269 new positions, 212 exits, 1506 increased. Top move: SPY (INCREASED, conviction 59). Portfolio: $16.8B across 3959 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