NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings4,099 positions
APPLE INC | 2.4M | $602.8M | 2.7% | $158.86 | +59.69% | 13 qtrssince 2022-Q3 | Decreased 0 |
NVIDIA CORPORATION | 3.3M | $586.2M | 2.7% | $52.06 | +257.55% | 14 qtrssince 2022-Q2 | Increased 56 |
MICROSOFT CORP | 1.1M | $555.7M | 2.5% | $319.88 | +60.60% | 14 qtrssince 2022-Q2 | Increased 56 |
ISHARES TR | 704,663 | $471.6M | 2.1% | $422.92 | +56.41% | 28 qtrssince 2018-Q4 | Increased 58 |
STATE STR SPDR S&P 500 ETF T | 633,401 | $354.2M | 1.6% | $472.19 | +39.58% | 28 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 546,037 | $334.4M | 1.5% | $374.88 | +61.49% | 28 qtrssince 2018-Q4 | Increased 50 |
BROADCOM INC | 958,589 | $316.2M | 1.4% | $88.19 | +271.34% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 1.4M | $311.2M | 1.4% | $155.38 | +41.31% | 28 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 848,504 | $267.6M | 1.2% | $174.43 | +77.44% | 28 qtrssince 2018-Q4 | Increased 50 |
BLACKROCK ETF TRUST | 4.4M | $258M | 1.2% | $49.39 | +18.82% | 10 qtrssince 2023-Q2 | Increased 61 |
ISHARES TR | 1.1M | $212.2M | 1.0% | $150.14 | +28.37% | 25 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 1.7M | $207.5M | 0.9% | $87.96 | +36.72% | 28 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 1.1M | $204.2M | 0.9% | $139.22 | +31.28% | 28 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 401,968 | $192.8M | 0.9% | $46.81 | +70.05% | 28 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 233,829 | $171.7M | 0.8% | $434.87 | +68.30% | 28 qtrssince 2018-Q4 | Increased 46 |
SPDR SERIES TRUST | 2.2M | $169.8M | 0.8% | $57.27 | +35.31% | 24 qtrssince 2019-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 315,586 | $158.7M | 0.7% | $384.61 | +30.71% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 626,465 | $152.6M | 0.7% | $130.64 | +85.95% | 28 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 343,073 | $151.3M | 0.7% | $261.07 | +70.35% | 24 qtrssince 2019-Q4 | Increased 43 |
ISHARES TR | 2.2M | $151M | 0.7% | $52.19 | +23.80% | 19 qtrssince 2021-Q1 | Decreased 0 |
NewEdge Advisors, LLC manages $22B across 4099 positions as of Q3 2025. Top holdings: AAPL (2.7%), NVDA (2.7%), MSFT (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 314 new positions, 210 exits, 1751 increased. Top move: DYNF (INCREASED, conviction 61). Portfolio: $22.0B across 4099 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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