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CIK: 0001633516
Total reported value
$33.6B
$33.6B
3959 檔
5.9%
According to the latest 13F quarterly dataset, NewEdge Advisors, LLC managed an equity portfolio of $33.6B at the end of Q1 2025, spanning 3959 distinct U.S. exchange-listed positions.
In Q1 2025, NewEdge Advisors, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3959 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.19% | +3.00% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.72% | +2.64% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | +1.85% | NEW | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +2.08% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | -3.16% | +24.03% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | -3.55% | +2.96% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +1.54% | NEW | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.15% | +0.16% | NEW | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.11% | +0.75% | NEW | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +1.06% | NEW | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +1.42% | NEW | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | +1.00% | NEW | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.95% | -2.12% | +9.33% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | -2.45% | +0.51% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.63% | NEW | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | +0.55% | NEW | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.78% | NEW | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -1.43% | -5.19% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | -0.03% | -11.78% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.76% | +0.57% | NEW | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | +0.71% | NEW | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.33% | NEW | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | +0.50% | NEW | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.16% | NEW | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.70% | NEW | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.58% | +0.28% | NEW | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.58% | +8.02% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.81% | NEW | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.52% | +0.51% | NEW | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.51% | +0.62% | NEW | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | +0.97% | NEW | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | +0.66% | NEW | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | +0.43% | NEW | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.48% | +0.14% | NEW | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | +0.27% | NEW | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.46% | +0.40% | NEW | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +1.39% | NEW | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | +0.50% | NEW | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | -0.69% | +9.04% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.44% | +0.18% | NEW | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -1.14% | +3.88% | |
| 42 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.42% | +0.02% | NEW | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.68% | +3.87% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.31% | NEW | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | +0.40% | NEW | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.41% | -0.31% | +18.51% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.51% | NEW | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.67% | NEW | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | +0.14% | NEW | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.39% | +0.21% | NEW |
According to official SEC Form 13F filings, NewEdge Advisors, LLC reported a total U.S. public equity portfolio value of $33.6B across 3959 disclosed positions in Q1 2025.
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, MSFT) accounted for 5.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $536.8M
During Q1 2025, NewEdge Advisors, LLC's top holdings by market value included AAPL (3.2%)、IVV (2.7%)、MSFT (2.1%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q1 2025, NewEdge Advisors, LLC made 200 total portfolio adjustments, initiating 200 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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