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CIK: 0001633516
Total reported value
$33.6B
$33.6B
3830 檔
4.3%
During the Q1 2024 filing period, NewEdge Advisors, LLC (CIK: 0001633516) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $33.6B across 3830 reported positions.
During Q1 2024, NewEdge Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3830 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.00% | +3.00% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | +2.64% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | +1.85% | NEW | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +2.08% | NEW | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -3.55% | +0.88% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | -3.16% | -0.37% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +1.54% | NEW | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | -2.45% | +3.39% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +1.06% | NEW | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | +0.63% | NEW | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.87% | -0.03% | +12.84% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +1.42% | NEW | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.16% | NEW | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | +0.50% | NEW | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.78% | NEW | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.70% | NEW | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -1.43% | +2.96% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | -0.26% | +3.33% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.69% | +0.16% | NEW | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.65% | +0.62% | NEW | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.63% | +0.57% | NEW | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.81% | NEW | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.33% | NEW | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.31% | NEW | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.61% | +0.27% | NEW | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | +1.00% | NEW | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.75% | NEW | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.67% | NEW | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.58% | +18.15% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | +0.71% | NEW | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.52% | +0.18% | NEW | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | +0.50% | NEW | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | +0.66% | NEW | |
| 34 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.49% | -0.75% | +4.16% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | +0.40% | NEW | |
| 36 | COR | Cencora Inc | Stock-Healthcare | 0.48% | +0.04% | NEW | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.12% | NEW | |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.46% | -2.12% | +357242.52% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | +0.43% | NEW | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +1.39% | NEW | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | -0.68% | -14.18% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | +0.13% | NEW | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | +0.27% | NEW | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.43% | — | +6.08% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | +0.14% | NEW | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.41% | +0.28% | NEW | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | +0.55% | NEW | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.40% | +0.14% | NEW | |
| 49 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.40% | +0.02% | NEW | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | +0.23% | NEW |
According to official SEC Form 13F filings, NewEdge Advisors, LLC reported a total U.S. public equity portfolio value of $33.6B across 3830 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 4.3% of total reported equity market value during Q1 2024.
During Q1 2024, NewEdge Advisors, LLC's top holdings by market value included AAPL (3.0%)、IVV (3.0%)、MSFT (2.7%). The largest single position, AAPL, represented 3.0% of total portfolio value.
In Q1 2024, NewEdge Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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