NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings856 positions
iShares Core S&P 500 ETF | 229,342 | $71M | 2.8% | $239.70 | +18.26% | 7 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp | 340,404 | $69.3M | 2.7% | $117.23 | +64.69% | 7 qtrssince 2018-Q4 | Increased 55 |
Apple Inc | 180,201 | $65.7M | 2.6% | $47.42 | +86.05% | 7 qtrssince 2018-Q4 | Increased 57 |
VANGUARD S&P500 INDEX ETF | 164,108 | $46.5M | 1.8% | $214.60 | +20.87% | 7 qtrssince 2018-Q4 | Increased 50 |
Amazon.com Inc | 14,172 | $39.1M | 1.5% | $99.54 | +38.58% | 7 qtrssince 2018-Q4 | Increased 62 |
Home Depot Inc/The | 152,446 | $38.2M | 1.5% | $159.79 | +34.40% | 7 qtrssince 2018-Q4 | Increased 50 |
SPDR S&P 500 ETF Trust | 116,400 | $35.9M | 1.4% | $223.52 | +26.73% | 7 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co | 322,755 | $30.4M | 1.2% | $84.19 | -5.07% | 7 qtrssince 2018-Q4 | Increased 51 |
iShares Core U.S. Aggregate Bond ETF | 255,262 | $30.2M | 1.2% | $90.09 | +9.25% | 7 qtrssince 2018-Q4 | Increased 59 |
Verizon Communications Inc | 523,637 | $28.9M | 1.1% | $37.43 | +0.15% | 7 qtrssince 2018-Q4 | Increased 49 |
NextEra Energy Inc | 117,201 | $28.1M | 1.1% | $39.92 | +28.27% | 7 qtrssince 2018-Q4 | Increased 46 |
Bruker Corp | 687,534 | $28M | 1.1% | $42.61 | -6.45% | 7 qtrssince 2018-Q4 | Decreased 0 |
Accenture PLC | 129,278 | $27.8M | 1.1% | $142.85 | +36.05% | 7 qtrssince 2018-Q4 | Increased 50 |
PepsiCo Inc | 209,637 | $27.7M | 1.1% | $105.26 | +3.03% | 7 qtrssince 2018-Q4 | Increased 47 |
American Tower Corp | 102,636 | $26.5M | 1.0% | $143.05 | +51.47% | 7 qtrssince 2018-Q4 | Increased 46 |
Intel Corp | 438,100 | $26.2M | 1.0% | $50.31 | +6.02% | 7 qtrssince 2018-Q4 | Increased 73 |
Cisco Systems Inc/Delaware | 558,102 | $26M | 1.0% | $36.95 | +5.54% | 7 qtrssince 2018-Q4 | Increased 52 |
Wal-Mart Stores Inc | 215,349 | $25.8M | 1.0% | $33.41 | +10.09% | 7 qtrssince 2018-Q4 | Increased 48 |
Texas Instruments Inc | 198,177 | $25.2M | 1.0% | $85.66 | +24.71% | 7 qtrssince 2018-Q4 | Increased 45 |
iShares iBoxx $ Investment Grade Corporate Bond ET | 184,621 | $24.8M | 1.0% | $106.22 | +0.59% | 7 qtrssince 2018-Q4 | Increased 65 |
NewEdge Advisors, LLC manages $2.6B across 856 positions as of Q2 2020. Top holdings: IVV (2.8%), MSFT (2.7%), AAPL (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 172 new positions, 107 exits, 366 increased. Top move: INTC (INCREASED, conviction 73). Portfolio: $2.6B across 856 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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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