NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings4,127 positions
APPLE INC | 3.4M | $854.2M | 3.1% | $192.00 | +31.95% | 15 qtrssince 2022-Q3 | Decreased 0 |
NVIDIA CORPORATION | 3.4M | $592.3M | 2.1% | $57.98 | +200.13% | 16 qtrssince 2022-Q2 | Increased 56 |
MICROSOFT CORP | 1.6M | $582.2M | 2.1% | $366.66 | +0.55% | 16 qtrssince 2022-Q2 | Increased 56 |
ISHARES TR | 879,831 | $574.7M | 2.1% | $471.39 | +37.80% | 30 qtrssince 2018-Q4 | Increased 59 |
AMAZON COM INC | 2.1M | $437.8M | 1.6% | $179.40 | +16.09% | 30 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 1.4M | $422.1M | 1.5% | $234.34 | +24.33% | 30 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 1.3M | $370.8M | 1.3% | $245.22 | +17.12% | 30 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 605,643 | $361.9M | 1.3% | $398.99 | +48.95% | 30 qtrssince 2018-Q4 | Increased 49 |
WALMART INC | 2.9M | $357.8M | 1.3% | $91.98 | +34.54% | 30 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 607,741 | $343.9M | 1.2% | $473.26 | +36.72% | 30 qtrssince 2018-Q4 | Increased 49 |
BERKSHIRE HATHAWAY INC DEL | 663,882 | $300.4M | 1.1% | $445.16 | +7.65% | 30 qtrssince 2018-Q4 | Increased 52 |
BROADCOM INC | 948,027 | $293.4M | 1.1% | $126.47 | +143.90% | 30 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 1.6M | $267.2M | 1.0% | $106.49 | +42.57% | 30 qtrssince 2018-Q4 | Decreased 0 |
BLACKROCK ETF TRUST | 4.4M | $254.3M | 0.9% | $50.28 | +15.27% | 12 qtrssince 2023-Q2 | Decreased 0 |
CHEVRON CORPORATION | 1.2M | $250.9M | 0.9% | $137.02 | +49.63% | 30 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 407,031 | $232.9M | 0.8% | $532.96 | +7.17% | 30 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 757,409 | $228.9M | 0.8% | $290.23 | +3.73% | 30 qtrssince 2018-Q4 | Increased 44 |
VANGUARD INDEX FDS | 1.1M | $224M | 0.8% | $144.25 | +34.73% | 30 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 888,033 | $217.1M | 0.8% | $181.24 | +33.44% | 30 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 2.8M | $210.9M | 0.8% | $61.67 | +23.44% | 26 qtrssince 2019-Q4 | Increased 48 |
NewEdge Advisors, LLC manages $27.7B across 4127 positions as of Q1 2026. Top holdings: AAPL (3.1%), NVDA (2.1%), MSFT (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 325 new positions, 412 exits, 1606 increased. Top move: IVV (INCREASED, conviction 59). Portfolio: $27.7B across 4127 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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