NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings654 positions
ISHARES TR | 195,260 | $57.6M | 3.5% | $232.53 | +13.53% | 3 qtrssince 2018-Q4 | Increased 60 |
SPDR S&P 500 ETF TR | 126,978 | $37.2M | 2.3% | $223.52 | +18.06% | 3 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 122,896 | $33.1M | 2.0% | $205.28 | +17.68% | 3 qtrssince 2018-Q4 | Increased 50 |
MICROSOFT CORP | 205,751 | $27.6M | 1.7% | $96.41 | +30.21% | 3 qtrssince 2018-Q4 | Increased 46 |
APPLE INC | 125,808 | $24.9M | 1.5% | $38.12 | +24.08% | 3 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 203,404 | $22.7M | 1.4% | $79.72 | +15.44% | 3 qtrssince 2018-Q4 | Increased 45 |
HOME DEPOT INC | 107,090 | $22.3M | 1.4% | $144.42 | +20.40% | 3 qtrssince 2018-Q4 | Increased 46 |
CISCO SYS INC | 353,733 | $19.4M | 1.2% | $35.43 | +25.25% | 3 qtrssince 2018-Q4 | Increased 45 |
VERIZON COMMUNICATIONS INC | 335,437 | $19.2M | 1.2% | $36.81 | +1.20% | 3 qtrssince 2018-Q4 | Increased 72 |
ISHARES TR | 301,582 | $18.6M | 1.1% | $48.83 | +11.81% | 3 qtrssince 2018-Q4 | Increased 51 |
NEXTERA ENERGY INC | 85,849 | $17.6M | 1.1% | $36.30 | +17.75% | 3 qtrssince 2018-Q4 | Increased 45 |
ECOLAB INC | 85,147 | $16.8M | 1.0% | $138.33 | +32.16% | 3 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC IRELAND | 90,437 | $16.7M | 1.0% | $128.13 | +28.89% | 3 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 149,570 | $16.7M | 1.0% | $85.39 | +5.84% | 3 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN TOWER CORP NEW | 80,895 | $16.5M | 1.0% | $131.11 | +28.47% | 3 qtrssince 2018-Q4 | Decreased 0 |
BOEING CO | 44,616 | $16.2M | 1.0% | $320.60 | +11.52% | 3 qtrssince 2018-Q4 | Decreased 0 |
UNION PAC CORP | 93,474 | $15.8M | 1.0% | $119.68 | +20.45% | 3 qtrssince 2018-Q4 | Increased 41 |
CMS ENERGY CORP | 271,873 | $15.7M | 1.0% | $39.96 | +16.81% | 3 qtrssince 2018-Q4 | Increased 40 |
MERCK & CO INC | 186,249 | $15.6M | 1.0% | $61.87 | +3.38% | 3 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 140,701 | $15.6M | 1.0% | $80.83 | +14.75% | 3 qtrssince 2018-Q4 | Decreased 0 |
NewEdge Advisors, LLC manages $1.6B across 654 positions as of Q2 2019. Top holdings: IVV (3.5%), SPY (2.3%), VOO (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 53 new positions, 68 exits, 332 increased. Top move: VZ (INCREASED, conviction 72). Portfolio: $1.6B across 654 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