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CIK: 0001633516
Total reported value
$33.6B
$33.6B
3902 檔
6.5%
As reported in its official Q4 2024 Form 13F filing, NewEdge Advisors, LLC's tracked investment portfolio stood at $33.6B with 3902 total positions.
In Q4 2024, NewEdge Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 134 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3902 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.63% | +3.00% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.91% | +2.64% | NEW | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | +2.08% | NEW | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | +1.85% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | -3.16% | -7.33% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +1.54% | NEW | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | -3.55% | -3.70% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | +1.06% | NEW | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | +0.75% | NEW | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | +0.16% | NEW | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.01% | +0.63% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +1.42% | NEW | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.92% | -2.12% | +35.79% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.92% | -0.03% | -3.66% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | -2.45% | +1.55% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -1.43% | +20.92% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.77% | +0.57% | NEW | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.78% | NEW | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | +1.00% | NEW | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | +0.71% | NEW | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.51% | NEW | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.68% | +0.28% | NEW | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.16% | NEW | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.81% | NEW | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | -0.58% | +18.81% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.70% | NEW | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.50% | NEW | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | +0.55% | NEW | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +1.39% | NEW | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.33% | NEW | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.51% | +0.40% | NEW | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.51% | +0.18% | NEW | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.50% | +0.14% | NEW | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | +0.97% | NEW | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | +0.31% | NEW | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | +0.27% | NEW | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.50% | NEW | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | +0.43% | NEW | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.62% | NEW | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.68% | +15.24% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.42% | +0.21% | NEW | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | -1.14% | +10.02% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.27% | NEW | |
| 44 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.42% | +0.51% | NEW | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | +0.66% | NEW | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | +0.67% | NEW | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | +0.14% | NEW | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | +0.40% | NEW | |
| 49 | MBB | Ishares Mbs ETF | ETF-Other | 0.38% | +0.28% | NEW | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.12% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.3% | +4.87% | Add |
| 3 | TSLA | Tesla Inc | +0.3% | +15.04% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +5.46% | Add |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +35.79% | Add |
| 6 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +883.30% | Add |
| 7 | IBM | Intl Business Machines CORP | +0.2% | +136.37% | Add |
| 8 | BNY | Bank Of New York Mellon CORP | +0.2% | +1556.73% | Add |
| 9 | CL | Colgate-palmolive Co | +0.2% | +490.37% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +4.86% | Add |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +28.21% | Add |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +15.33% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +2.91% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +9.89% | Add |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +20.92% | Add |
| 16 | IVE | Ishares S&p 500 Value ETF | +0.1% | +41.86% | Add |
| 17 | FXO | First Trust Financial Alphad | +0.1% | +2439.56% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +6.37% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +11.98% | Add |
| 20 | PYLD | Pimco Multisector Bond Actv | +0.1% | +42.54% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 22 | IAU | Ishares Gold Trust | +0.1% | +166.15% | Add |
| 23 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +58.60% | Add |
| 24 | MUB | Ishares National Muni Bond E | +0.1% | +114.65% | Add |
| 25 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +41.13% | Add |
| 26 | V | Visa Inc-class A Shares | +0.1% | +3.17% | Add |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +15.67% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +18.81% | Add |
| 29 | IYW | Ishares Ustechnology ETF | +0.1% | +17.98% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.16% | Add |
| 31 | WFC | Wells Fargo & Co | +0.1% | +0.96% | Add |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +284.58% | Add |
| 33 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +52.57% | Add |
| 34 | SDVY | First Trust Smid Cap Rising | +0.1% | +81.29% | Add |
| 35 | GSC | Goldman Sachs Small Cap Equi | +0.1% | NEW | New buy |
| 36 | AVLV | Avantis US Large Cap Value | +0.1% | +213.41% | Add |
| 37 | IBMQ | Ishares Ibonds Dec 2028 Muni | +0.1% | NEW | New buy |
| 38 | WMT | Walmart Inc | +0.1% | +7.23% | Add |
| 39 | BOND | Pimco Active Bond Exchange-t | +0.1% | +31.78% | Add |
| 40 | NFLX | Netflix Inc | +0.1% | +7.67% | Add |
| 41 | VONG | Vanguard Russell 1000 Growth | +0.1% | +38.03% | Add |
| 42 | MSTR | Strategy Inc | +0.1% | +61.72% | Add |
| 43 | MBB | Ishares Mbs ETF | 0% | +25.32% | Add |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +17.80% | Add |
| 45 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +37.06% | Add |
| 46 | ZALT | Innovator US Eq 10 Buffer | 0% | +658.17% | Add |
| 47 | MRVL | Marvell Technology Inc | 0% | +14.36% | Add |
| 48 | HTRB | Hartford Ttl Rtrn Bnd ETF | 0% | +1663.62% | Add |
| 49 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | 0% | NEW | New buy |
| 50 | LRCX | Lam Research CORP | 0% | NEW | New buy |
According to official SEC Form 13F filings, NewEdge Advisors, LLC reported a total U.S. public equity portfolio value of $33.6B across 3902 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, NVDA) accounted for 6.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $69.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $62.1M
During Q4 2024, NewEdge Advisors, LLC's top holdings by market value included AAPL (3.6%)、IVV (2.9%)、NVDA (2.4%). The largest single position, AAPL, represented 3.6% of total portfolio value.
In Q4 2024, NewEdge Advisors, LLC made 200 total portfolio adjustments, initiating 11 new buys, adding to 134 positions, trimming 45 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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