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CIK: 0001633516
Total reported value
$33.6B
$33.6B
3995 檔
6.7%
At the close of Q2 2025, NewEdge Advisors, LLC disclosed equity holdings valued at approximately $33.6B, spread across 3995 reported holdings.
In Q2 2025, NewEdge Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 150 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3995 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | +1.85% | NEW | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.61% | +3.00% | NEW | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +2.08% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +2.64% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | -3.16% | -27.14% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | -3.55% | +6.19% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +1.54% | NEW | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +1.06% | NEW | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +1.42% | NEW | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.11% | +0.16% | NEW | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.95% | -2.12% | +3.67% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.75% | NEW | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.63% | NEW | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -1.43% | +15.90% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | -2.45% | +4.78% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | +0.71% | NEW | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.82% | +0.28% | NEW | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | +1.00% | NEW | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | +0.55% | NEW | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.78% | NEW | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.65% | +0.57% | NEW | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.16% | NEW | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.63% | -0.03% | -12.59% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.58% | +11.93% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | +0.50% | NEW | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.81% | NEW | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.51% | NEW | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.33% | NEW | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.70% | NEW | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.50% | +0.51% | NEW | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | -0.69% | +6.96% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | +0.43% | NEW | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | +0.97% | NEW | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.46% | +0.14% | NEW | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +1.39% | NEW | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | +0.43% | NEW | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | +0.40% | NEW | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.67% | NEW | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | +0.27% | NEW | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.42% | +0.40% | NEW | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.68% | +5.50% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.31% | NEW | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | +0.14% | NEW | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | +0.50% | NEW | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.41% | -0.31% | +7.67% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | +0.66% | NEW | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.40% | +0.06% | NEW | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | -1.14% | +4.62% | |
| 49 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.40% | -1.21% | +820.24% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.38% | +0.21% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +0.94% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +8.07% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +1.69% | Add |
| 4 | THRO | Ishares U.s. Thematic Rotati | +0.4% | +820.24% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | +23.31% | Add |
| 6 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +52.39% | Add |
| 7 | SNX | TD Synnex CORP | +0.2% | +8479.39% | Add |
| 8 | PM | Philip Morris International | +0.2% | +124.97% | Add |
| 9 | T | At&t Inc | +0.2% | +282.49% | Add |
| 10 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +23773.47% | Add |
| 11 | SNY | Sanofi-adr | +0.2% | +1853.12% | Add |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +335197.70% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | +28.58% | Add |
| 14 | IEMG | Ishares Core Msci Emerging | +0.1% | +45.20% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +6.89% | Add |
| 16 | OEF | Ishares S&p 100 ETF | +0.1% | +52.67% | Add |
| 17 | QGRO | American Century US Quality | +0.1% | +4972.93% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +9.15% | Add |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +119.94% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +7.19% | Add |
| 21 | QQXT | First Trust Nasdaq-100 Ex-te | +0.1% | +20427.63% | Add |
| 22 | NFLX | Netflix Inc | +0.1% | +4.57% | Add |
| 23 | TLH | Ishares 10-20 Year Treasury | +0.1% | +72.82% | Add |
| 24 | CGNG | Cap Group New Geography Eq | +0.1% | NEW | New buy |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +15.90% | Add |
| 26 | CGGO | Cap Group Global Growth | +0.1% | +49.78% | Add |
| 27 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +110.94% | Add |
| 28 | HEGD | Swan Hedged Equity US Lg Cap | +0.1% | +117.84% | Add |
| 29 | CGMM | Cap Group Small And Mid Cap | +0.1% | NEW | New buy |
| 30 | CGIC | Cap Group Intl Core Eq | +0.1% | NEW | New buy |
| 31 | VUG | Vanguard Growth ETF | +0.1% | +3.09% | Add |
| 32 | GBIL | Goldman Sachs Access Treasur | +0.1% | +69.83% | Add |
| 33 | CGGE | Cap Group Global Eq | +0.1% | NEW | New buy |
| 34 | IBM | Intl Business Machines CORP | +0.1% | +6.96% | Add |
| 35 | JPST | Jpmorgan Ultra-short Income | +0.1% | +42.14% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.13% | Add |
| 37 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +34.99% | Add |
| 38 | UBER | Uber Technologies Inc | +0.1% | +13.64% | Add |
| 39 | GEV | GE Vernova Inc | +0.1% | +30.72% | Add |
| 40 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +63.60% | Add |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +104.31% | Add |
| 42 | ENDW | Cambria Endowment Style ETF | +0.1% | NEW | New buy |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.93% | Add |
| 44 | RSP | Invesco S&p 500 Equal Weight | 0% | +25.31% | Add |
| 45 | AMD | Advanced Micro Devices | 0% | +17.26% | Add |
| 46 | ETN | Eaton Corporation plc | 0% | +9.64% | Add |
| 47 | NOW | Servicenow Inc | 0% | +15.59% | Add |
| 48 | DFAI | Dimensional International Co | 0% | +60.44% | Add |
| 49 | JEPQ | JPM Nasdaq Equity Premium | 0% | +61.79% | Add |
| 50 | FSCS | First Trust Smid Capital Str | 0% | +312.36% | Add |
According to official SEC Form 13F filings, NewEdge Advisors, LLC reported a total U.S. public equity portfolio value of $33.6B across 3995 disclosed positions in Q2 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 MSFT, AAPL, NVDA) accounted for 6.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
CGNG
市值: $16.6M
Top Position Liquidated / Trimmed
VFVA
前期市值: $4.6M
During Q2 2025, NewEdge Advisors, LLC's top holdings by market value included MSFT (2.6%)、AAPL (2.6%)、NVDA (2.6%). The largest single position, MSFT, represented 2.6% of total portfolio value.
In Q2 2025, NewEdge Advisors, LLC made 200 total portfolio adjustments, initiating 9 new buys, adding to 150 positions, trimming 40 holdings, and fully liquidating 1 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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