NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,787 positions
APPLE INC | 2.2M | $471.7M | 3.4% | $150.12 | +38.97% | 8 qtrssince 2022-Q3 | Increased 64 |
ISHARES TR | 711,702 | $389.5M | 2.8% | $376.69 | +41.21% | 23 qtrssince 2018-Q4 | Increased 59 |
NVIDIA CORPORATION | 3.3M | $372.8M | 2.7% | $44.70 | +175.64% | 9 qtrssince 2022-Q2 | Increased 86 |
MICROSOFT CORP | 818,913 | $366M | 2.7% | $278.55 | +57.68% | 9 qtrssince 2022-Q2 | Increased 58 |
SPDR S&P 500 ETF TR | 706,294 | $297M | 2.2% | $437.75 | +21.15% | 23 qtrssince 2018-Q4 | Increased 81 |
VANGUARD INDEX FDS | 486,098 | $243.1M | 1.8% | $346.16 | +40.61% | 23 qtrssince 2018-Q4 | Increased 55 |
AMAZON COM INC | 1.1M | $211.4M | 1.5% | $139.77 | +38.26% | 23 qtrssince 2018-Q4 | Increased 54 |
BROADCOM INC | 95,011 | $152.5M | 1.1% | $77.34 | +103.40% | 23 qtrssince 2018-Q4 | Increased 54 |
VANGUARD INDEX FDS | 373,646 | $139.7M | 1.0% | $44.16 | +39.74% | 23 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 1.5M | $137.5M | 1.0% | $83.26 | +10.05% | 23 qtrssince 2018-Q4 | Increased 74 |
VANGUARD INDEX FDS | 800,777 | $128.5M | 0.9% | $125.23 | +22.14% | 23 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 683,710 | $116.8M | 0.8% | $133.32 | +25.29% | 20 qtrssince 2019-Q3 | Increased 57 |
ELI LILLY & CO | 123,167 | $111.5M | 0.8% | $433.21 | +105.82% | 23 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 543,999 | $110M | 0.8% | $127.93 | +50.90% | 23 qtrssince 2018-Q4 | Increased 49 |
SPDR SER TR | 1.7M | $106.5M | 0.8% | $51.76 | +20.38% | 19 qtrssince 2019-Q4 | Increased 51 |
INVESCO QQQ TR | 215,872 | $103.4M | 0.8% | $309.74 | +53.44% | 23 qtrssince 2018-Q4 | Increased 44 |
DIMENSIONAL ETF TRUST | 3.1M | $98.9M | 0.7% | $26.98 | +16.74% | 13 qtrssince 2021-Q2 | Decreased 0 |
ALPHABET INC | 527,714 | $96.8M | 0.7% | $117.88 | +54.31% | 23 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 2.1M | $96.3M | 0.7% | $42.26 | -2.25% | 16 qtrssince 2020-Q3 | Increased 54 |
VISA INC | 345,118 | $90.6M | 0.7% | $227.42 | +13.47% | 23 qtrssince 2018-Q4 | Increased 49 |
NewEdge Advisors, LLC manages $13.7B across 3787 positions as of Q2 2024. Top holdings: AAPL (3.4%), IVV (2.8%), NVDA (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 287 new positions, 330 exits, 1580 increased. Top move: NVDA (INCREASED, conviction 86). Portfolio: $13.7B across 3787 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