NewEdge Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings4,214 positions
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% | $366.58 | +31.09% | 15 qtrssince 2022-Q2 | Increased 72 |
NVIDIA CORPORATION | 3.3M | $613.7M | 2.2% | $54.38 | +242.18% | 15 qtrssince 2022-Q2 | Increased 55 |
ISHARES TR | 803,369 | $550.3M | 2.0% | $454.43 | +49.49% | 29 qtrssince 2018-Q4 | Increased 56 |
AMAZON COM INC | 2.1M | $473.3M | 1.7% | $178.68 | +29.18% | 29 qtrssince 2018-Q4 | Increased 67 |
JPMORGAN CHASE & CO | 1.5M | $469.9M | 1.7% | $234.34 | +35.57% | 29 qtrssince 2018-Q4 | Increased 74 |
ALPHABET INC | 1.4M | $443.1M | 1.6% | $245.22 | +27.39% | 29 qtrssince 2018-Q4 | Increased 79 |
BROADCOM INC | 1.1M | $390.1M | 1.4% | $126.47 | +172.16% | 29 qtrssince 2018-Q4 | Increased 57 |
VANGUARD INDEX FDS | 601,451 | $377.2M | 1.4% | $397.63 | +56.36% | 29 qtrssince 2018-Q4 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 604,011 | $361.1M | 1.3% | $472.19 | +43.30% | 29 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 2.9M | $327.3M | 1.2% | $91.98 | +20.36% | 29 qtrssince 2018-Q4 | Increased 79 |
BERKSHIRE HATHAWAY INC DEL | 624,750 | $314M | 1.1% | $443.03 | +13.46% | 29 qtrssince 2018-Q4 | Increased 78 |
BLACKROCK ETF TRUST | 4.7M | $288.4M | 1.0% | $50.28 | +20.16% | 11 qtrssince 2023-Q2 | Increased 53 |
META PLATFORMS INC | 416,670 | $275M | 1.0% | $532.96 | +23.54% | 29 qtrssince 2018-Q4 | Increased 66 |
VISA INC | 741,203 | $259.9M | 0.9% | $289.99 | +20.22% | 29 qtrssince 2018-Q4 | Increased 69 |
VANGUARD INDEX FDS | 1.2M | $233.1M | 0.8% | $144.25 | +30.43% | 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 TR | 1.7M | $215.6M | 0.8% | $88.57 | +38.79% | 29 qtrssince 2018-Q4 | Increased 44 |
ALPHABET INC | 666,027 | $209M | 0.8% | $141.48 | +121.37% | 29 qtrssince 2018-Q4 | Increased 46 |
CHEVRON CORPORATION | 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: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 360 new positions, 245 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
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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