NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings4,214 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.4M | $933.1M | 3.4% | $192.00 | +41.21% | 14 qtrssince 2022-Q3 | Increased 78 |
MICROSOFT CORP | 1.5M | $731.4M | 2.7% | $371.13 | +31.35% | 15 qtrssince 2022-Q2 | Increased 72 |
NVIDIA CORP | 3.3M | $613.7M | 2.2% | $119.25 | +57.26% | 15 qtrssince 2022-Q2 | Increased 55 |
ISHARES CORE S&P 500 ETF | 803,369 | $550.3M | 2.0% | $459.10 | +50.28% | 29 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM INC | 2.1M | $473.3M | 1.7% | $172.80 | +34.57% | 29 qtrssince 2018-Q4 | Increased 67 |
JPMORGAN CHASE & CO | 1.5M | $469.9M | 1.7% | $236.69 | +36.03% | 29 qtrssince 2018-Q4 | Increased 74 |
ALPHABET INC-CL A | 1.4M | $443.1M | 1.6% | $245.26 | +27.97% | 29 qtrssince 2018-Q4 | Increased 79 |
BROADCOM INC | 1.1M | $390.1M | 1.4% | $192.48 | +79.15% | 29 qtrssince 2018-Q4 | Increased 57 |
VANGUARD S&P 500 ETF | 601,451 | $377.2M | 1.4% | $401.53 | +57.33% | 29 qtrssince 2018-Q4 | Increased 54 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 604,011 | $361.1M | 1.3% | $474.64 | +44.74% | 29 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 2.9M | $327.3M | 1.2% | $95.36 | +17.37% | 29 qtrssince 2018-Q4 | Increased 79 |
BERKSHIRE HATHAWAY INC-CL B | 624,750 | $314M | 1.1% | $442.57 | +13.81% | 29 qtrssince 2018-Q4 | Increased 78 |
BLACKROCK ETF TRUST | 4.7M | $288.4M | 1.0% | $50.61 | +21.01% | 11 qtrssince 2023-Q2 | Increased 53 |
META PLATFORMS INC-CLASS A | 416,670 | $275M | 1.0% | $537.34 | +23.93% | 29 qtrssince 2018-Q4 | Increased 66 |
VISA INC-CLASS A SHARES | 741,203 | $259.9M | 0.9% | $289.99 | +20.22% | 29 qtrssince 2018-Q4 | Increased 69 |
VANGUARD VALUE ETF | 1.2M | $233.1M | 0.8% | $146.36 | +31.44% | 29 qtrssince 2018-Q4 | Increased 48 |
EXXON MOBIL CORP | 1.8M | $217.3M | 0.8% | $106.49 | +12.86% | 29 qtrssince 2018-Q4 | Increased 70 |
ISHARES S&P 500 GROWTH ETF | 1.7M | $215.6M | 0.8% | $88.90 | +39.67% | 29 qtrssince 2018-Q4 | Increased 44 |
ALPHABET INC-CL C | 666,027 | $209M | 0.8% | $137.76 | +128.32% | 29 qtrssince 2018-Q4 | Increased 46 |
CHEVRON CORP | 1.3M | $203.4M | 0.7% | $137.02 | +9.15% | 29 qtrssince 2018-Q4 | Increased 70 |
NewEdge Advisors, LLC manages $27.6B across 4214 positions as of Q4 2025. Top holdings: AAPL (3.4%), MSFT (2.7%), NVDA (2.2%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 357 new positions, 242 exits, 1952 increased. Top move: GOOGL (INCREASED, conviction 79). Portfolio: $27.6B across 4214 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer