NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,995 positions
MICROSOFT CORP | 1M | $511M | 2.6% | $311.28 | +58.23% | 13 qtrssince 2022-Q2 | Increased 58 |
APPLE INC | 2.5M | $506.4M | 2.6% | $158.86 | +28.53% | 12 qtrssince 2022-Q3 | Increased 56 |
NVIDIA CORP | 3.2M | $495.8M | 2.6% | $47.46 | +232.05% | 13 qtrssince 2022-Q2 | Increased 54 |
ISHARES TR | 650,508 | $403.9M | 2.1% | $403.06 | +51.79% | 27 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 595,116 | $316M | 1.6% | $460.16 | +32.47% | 27 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 531,966 | $302.2M | 1.6% | $368.78 | +51.84% | 27 qtrssince 2018-Q4 | Increased 52 |
AMAZON.COM INC | 1.4M | $298.9M | 1.5% | $152.79 | +43.59% | 27 qtrssince 2018-Q4 | Increased 52 |
BROADCOM INC | 1M | $278.4M | 1.4% | $88.19 | +209.74% | 27 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 830,470 | $240.8M | 1.2% | $171.50 | +65.08% | 27 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 1.2M | $214.9M | 1.1% | $150.14 | +20.36% | 24 qtrssince 2019-Q3 | Increased 50 |
BLACKROCK ETF TRUST | 3.4M | $184.4M | 1.0% | $46.71 | +15.32% | 9 qtrssince 2023-Q2 | Increased 45 |
ISHARES TR | 1.7M | $182.8M | 0.9% | $86.81 | +26.20% | 27 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 413,727 | $181.4M | 0.9% | $46.81 | +55.27% | 27 qtrssince 2018-Q4 | Increased 44 |
SPDR SER TR | 2.3M | $167.7M | 0.9% | $57.27 | +25.16% | 23 qtrssince 2019-Q4 | Increased 49 |
VANGUARD INDEX FDS | 914,543 | $161.6M | 0.8% | $130.63 | +31.92% | 27 qtrssince 2018-Q4 | Increased 45 |
FACEBOOK INC-CLASS A | 217,744 | $160.7M | 0.8% | $412.93 | +78.02% | 27 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 2.5M | $159.8M | 0.8% | $52.19 | +15.86% | 18 qtrssince 2021-Q1 | Increased 60 |
BERKSHIRE HATHAWAY INC-CL B | 327,843 | $151.1M | 0.8% | $384.61 | +26.30% | 27 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 711,333 | $139M | 0.7% | $180.99 | +5.78% | 27 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 387,442 | $137.6M | 0.7% | $235.77 | +49.13% | 27 qtrssince 2018-Q4 | Increased 43 |
NewEdge Advisors, LLC manages $19.4B across 3995 positions as of Q2 2025. Top holdings: MSFT (2.6%), AAPL (2.6%), NVDA (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 265 new positions, 229 exits, 1651 increased. Top move: EFV (INCREASED, conviction 60). Portfolio: $19.4B across 3995 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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