NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings625 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMERICAN EAGLE OUTFITTERS | 23,813 | $230M | 14.8% | $15.86 | 0.00% | 1 qtr | New 95 |
ISHARES CORE S&P 500 ETF | 141,520 | $35.6M | 2.3% | $222.89 | 0.00% | 1 qtr | New 75 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 133,273 | $33.3M | 2.1% | $222.81 | 0.00% | 1 qtr | New 75 |
VANGUARD S&P 500 ETF | 117,536 | $27M | 1.7% | $203.98 | 0.00% | 1 qtr | New 66 |
ISHARES TR | 180,788 | $19.3M | 1.2% | $85.39 | 0.00% | 1 qtr | New 65 |
MICROSOFT CORP | 182,458 | $18.5M | 1.2% | $93.93 | 0.00% | 1 qtr | New 65 |
APPLE INC | 114,304 | $18M | 1.2% | $37.39 | 0.00% | 1 qtr | New 65 |
JPMORGAN CHASE & CO | 174,449 | $17M | 1.1% | $79.22 | 0.00% | 1 qtr | New 65 |
VANGUARD VALUE ETF | 169,391 | $16.6M | 1.1% | $81.25 | 0.00% | 1 qtr | New 64 |
HOME DEPOT INC | 92,330 | $15.9M | 1.0% | $143.32 | 0.00% | 1 qtr | New 64 |
CISCO SYSTEMS INC | 322,830 | $14M | 0.9% | $34.65 | 0.00% | 1 qtr | New 55 |
BOEING CO/THE | 42,273 | $13.6M | 0.9% | $313.37 | 0.00% | 1 qtr | New 55 |
GOLDMAN SACHS ETF TR | 133,920 | $13.4M | 0.9% | $81.82 | 0.00% | 1 qtr | New 55 |
NEXTERA ENERGY INC | 76,432 | $13.3M | 0.9% | — | — | — | — |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 94,801 | $12.4M | 0.8% | $31.08 | 0.00% | 1 qtr | New 54 |
CMS ENERGY CORP | 245,012 | $12.2M | 0.8% | $39.45 | 0.00% | 1 qtr | New 54 |
AMERICAN TOWER CORP | 77,008 | $12.2M | 0.8% | $129.18 | 0.00% | 1 qtr | New 54 |
ISHARES U S ETF TR | 243,256 | $12.1M | 0.8% | $39.44 | 0.00% | 1 qtr | New 54 |
FASTENAL CO | 231,427 | $12.1M | 0.8% | $10.74 | 0.00% | 1 qtr | New 54 |
ISHARES RUSSELL 1000 ETF | 84,990 | $11.8M | 0.8% | $124.29 | 0.00% | 1 qtr | New 54 |
NewEdge Advisors, LLC manages $1.6B across 625 positions as of Q4 2018. Top holdings: AEO (14.8%), IVV (2.3%), SPY (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 625 new positions, 0 exits, 0 increased. Top move: AEO (NEW, conviction 95). Portfolio: $1.6B across 625 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 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