NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings625 positions
AMERICAN EAGLE OUTFITTERS IN | 23,813 | $230M | 14.8% | $15.86 | 0.00% | 1 qtr | First report 0 |
iShares Core S&P 500 ETF | 141,520 | $35.6M | 2.3% | $223.09 | 0.00% | 1 qtr | First report 0 |
SPDR S&P 500 ETF Trust | 133,273 | $33.3M | 2.1% | $223.02 | 0.00% | 1 qtr | First report 0 |
VANGUARD S&P500 INDEX ETF | 117,536 | $27M | 1.7% | $204.04 | 0.00% | 1 qtr | First report 0 |
iShares Core U.S. Aggregate Bond ETF | 180,788 | $19.3M | 1.2% | $85.39 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp | 182,458 | $18.5M | 1.2% | $94.43 | 0.00% | 1 qtr | First report 0 |
Apple Inc | 114,304 | $18M | 1.2% | $37.39 | 0.00% | 1 qtr | First report 0 |
JPMorgan Chase & Co | 174,449 | $17M | 1.1% | $79.10 | 0.00% | 1 qtr | First report 0 |
Vanguard Value ETF | 169,391 | $16.6M | 1.1% | $80.83 | 0.00% | 1 qtr | First report 0 |
Home Depot Inc/The | 92,330 | $15.9M | 1.0% | $141.60 | 0.00% | 1 qtr | First report 0 |
Cisco Systems Inc/Delaware | 322,830 | $14M | 0.9% | $34.65 | 0.00% | 1 qtr | First report 0 |
Boeing Co/The | 42,273 | $13.6M | 0.9% | $313.37 | 0.00% | 1 qtr | First report 0 |
GOLDMAN SACHS ETF TR | 133,920 | $13.4M | 0.9% | $81.82 | 0.00% | 1 qtr | First report 0 |
NextEra Energy Inc | 76,432 | $13.3M | 0.9% | $35.80 | 0.00% | 1 qtr | First report 0 |
iShares Russell 1000 Growth ETF | 94,801 | $12.4M | 0.8% | $31.05 | 0.00% | 1 qtr | First report 0 |
CMS Energy Corp | 245,012 | $12.2M | 0.8% | $39.45 | 0.00% | 1 qtr | First report 0 |
American Tower Corp | 77,008 | $12.2M | 0.8% | $129.18 | 0.00% | 1 qtr | First report 0 |
ISHARES SHORT MATURITY BOND ETF | 243,256 | $12.1M | 0.8% | $39.44 | 0.00% | 1 qtr | First report 0 |
Fastenal Co | 231,427 | $12.1M | 0.8% | $10.74 | 0.00% | 1 qtr | First report 0 |
ISHARES RUSSELL 1000 ETF | 84,990 | $11.8M | 0.8% | $124.68 | 0.00% | 1 qtr | First report 0 |
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 Score: 3.5/5.0.
First quarter we have for this fund: 625 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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
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