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NewEdge Advisors, LLC

13F
NewEdge Advisors, LLC
Last update 2025-05-15 3954 Stocks (257 new)
Value $16.83 Bil Turnover 8 %
Countries:
Top Holdings: AAPL(3.19%)IVV(2.72%)MSFT(2.12%)NVDA(1.98%)SPY(1.73%)
Summary Stock Picks Current Portfolio
NewEdge Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
2,416,439
536,763.3
+0.05%
3.190
0%
0.020
+10.15%
-14.95%
3,173,564.3
Hardware
IVV
iShares Core S&P 500 ETF
816,279
458,667.2
-0.80%
2.720
-0.02%
0.080
+22.72%
+7.98%
635,585.3
 
MSFT
Microsoft Corp
950,530
356,819.1
+2.81%
2.120
+0.06%
0.010
+42.29%
+21.48%
3,791,043.3
Software
NVDA
NVIDIA Corp
3,129,146
333,463.0
+2.80%
1.980
+0.05%
0.010
+76.86%
+27.64%
4,179,539.5
Semiconductors
SPY
SPDR S&P 500 ETF Trust
816,849
291,818.3
+24.03%
1.730
+0.34%
0.080
+22.72%
+7.92%
644,509.4
 
VOO
Vanguard S&P 500 ETF
500,951
257,443.3
+2.96%
1.530
+0.04%
0.040
+22.74%
+7.97%
662,048.3
 
AMZN
Amazon.com Inc
1,271,045
241,829.1
+1.87%
1.440
+0.03%
0.010
+37.09%
+4.55%
2,435,110.6
Retail - Cyclical
QUAL
iShares MSCI USA Quality Factor ETF
1,128,579
192,862.8
+17.88%
1.150
+0.17%
0.390
+17.08%
+4.02%
53,224.7
 
IVW
iShares S&P 500 Growth ETF
2,006,853
186,296.1
+8.02%
1.110
+0.08%
0.370
+31.30%
+11.20%
61,965.2
 
AVGO
Broadcom Inc
993,215
166,293.6
-1.11%
0.990
-0.02%
0.020
+73.81%
+24.98%
1,355,587.4
Semiconductors

NewEdge Advisors, LLC's Historical Top Holdings Breakdowns

NewEdge Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.34%
●
551.42 ($587.78) 612.93
$628.77
6.97%
Add 24.03%
816,849
158,245
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.28%
●
185.78 ($193.5) 198.58
$197.33
1.98%
Add 51.91%
733,872
250,790
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.23%
●
442.66 ($486.15) 534.52
$474.41
-2.41%
Add 31.46%
338,352
80,966
OEF
iShares S&P 100 ETF
2025-03-31
Add
Add
+0.23%
●
268.35 ($287.14) 300.35
$310.75
8.22%
Add 663.36%
167,833
145,847
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.20%
●
96.1 ($101.94) 106.32
$110.31
8.21%
Reduce -38.44%
544,315
-339,944
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.17%
●
168.16 ($179.03) 186.21
$184.42
3.01%
Add 17.88%
1,128,579
171,220
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.16%
●
32.49 ($35.67) 37.99
$35.83
0.45%
Add 119.89%
1,481,182
807,574
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Reduce
Reduce
-0.16%
●
51.88 ($56.57) 60.73
$63.60
12.43%
Reduce -22.97%
1,652,140
-492,674
FTGC
FIRST TR EXCH VII
2025-03-31
Add
Add
+0.13%
●
23.95 ($25.08) 25.86
$25.52
1.75%
Add 838.4%
921,393
823,205
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.13%
●
97.25 ($101.36) 104.79
$99.65
-1.69%
Add 170.72%
324,680
204,748

NewEdge Advisors, LLC Total Holding History ($B)

To

NewEdge Advisors, LLC's Asset Allocation

To

NewEdge Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NewEdge Advisors, LLC's Hypothetical Growth since 2025-03-31

NewEdge Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NewEdge Advisors, LLC's Holdings Heat Map

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NewEdge Advisors, LLC's Holdings Bubble Chart

NewEdge Advisors, LLC News

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