13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001633516
Total reported value
$33.6B
$33.6B
4099 檔
7.7%
As reported in its official Q3 2025 Form 13F filing, NewEdge Advisors, LLC's tracked investment portfolio stood at $33.6B with 4099 total positions.
In Q3 2025, NewEdge Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 149 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4099 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.74% | +3.00% | NEW | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | +2.08% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | +1.85% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +2.64% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | -3.16% | +6.43% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | -3.55% | +2.65% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +1.06% | NEW | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +1.54% | NEW | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | +1.42% | NEW | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.17% | -2.12% | +28.75% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.96% | +0.16% | NEW | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.75% | NEW | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.93% | -2.45% | +19.71% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.63% | NEW | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.71% | NEW | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -1.43% | -6.08% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | +1.00% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.81% | NEW | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | +0.51% | NEW | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.69% | +0.28% | NEW | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.67% | +0.06% | NEW | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | +0.55% | NEW | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.16% | NEW | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.33% | NEW | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | +0.43% | NEW | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.78% | NEW | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +1.39% | NEW | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | -0.58% | +0.94% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | +0.50% | NEW | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.57% | +0.51% | NEW | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.56% | +0.57% | NEW | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | -0.03% | -8.41% | |
| 33 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.54% | -1.21% | +44.68% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | +0.40% | NEW | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | -0.69% | +11.95% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.67% | NEW | |
| 37 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.45% | +0.28% | NEW | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | +0.97% | NEW | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.70% | NEW | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.42% | +0.40% | NEW | |
| 41 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.42% | -0.98% | +162.35% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | +0.31% | NEW | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.41% | +0.18% | NEW | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | +0.14% | NEW | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | +0.50% | NEW | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.40% | +0.27% | NEW | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | +0.31% | NEW | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | +0.66% | NEW | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | +0.19% | NEW | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | +0.17% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +3.43% | Add |
| 2 | THRO | Ishares U.s. Thematic Rotati | +0.5% | +44.68% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | -5.09% | Trim |
| 4 | BAI | Ishrs Ai In And Tech Act ETF | +0.4% | +162.35% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | +4.44% | Add |
| 6 | OEF | Ishares S&p 100 ETF | +0.4% | +73.02% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | +0.52% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.3% | +29.43% | Add |
| 9 | TLH | Ishares 10-20 Year Treasury | +0.3% | +71.67% | Add |
| 10 | SNX | TD Synnex CORP | +0.3% | +3.14% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +2.17% | Add |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +28.75% | Add |
| 13 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +12.88% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | -0.72% | Add |
| 15 | QCOM | Qualcomm Inc | +0.2% | +233.68% | Add |
| 16 | T | At&t Inc | +0.2% | +8.89% | Add |
| 17 | PM | Philip Morris International | +0.2% | +16.22% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.73% | Add |
| 19 | ADI | Analog Devices Inc | +0.1% | +142.46% | Add |
| 20 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.1% | +53402.89% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -3.17% | Add |
| 22 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +449.33% | Add |
| 23 | IAU | Ishares Gold Trust | +0.1% | +46.19% | Add |
| 24 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -11.57% | Add |
| 25 | QGRO | American Century US Quality | +0.1% | -0.02% | Add |
| 26 | GE | General Electric | +0.1% | +34.11% | Add |
| 27 | GEV | GE Vernova Inc | +0.1% | +35.13% | Add |
| 28 | SHLD | Global X Defense Tech ETF | +0.1% | +1314.74% | Add |
| 29 | QQXT | First Trust Nasdaq-100 Ex-te | +0.1% | -2.64% | Add |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +7.39% | Add |
| 31 | DFAI | Dimensional International Co | +0.1% | +39.43% | Add |
| 32 | MINT | Pimco Enhanced Short Maturit | +0.1% | +69.19% | Add |
| 33 | HEGD | Swan Hedged Equity US Lg Cap | +0.1% | +14.26% | Add |
| 34 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +43.99% | Add |
| 35 | CGCB | Cap Group Core Bond | +0.1% | +403.35% | Add |
| 36 | SMH | Vaneck Semiconductor ETF | +0.1% | +109.23% | Add |
| 37 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.1% | +63.37% | Add |
| 38 | IBHI | Ishares Ibonds 2029 Tm Hy In | +0.1% | +20719.28% | Add |
| 39 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +560.39% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.71% | Add |
| 41 | CGGO | Cap Group Global Growth | +0.1% | +2.50% | Add |
| 42 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +14.74% | Add |
| 43 | EOSE | Eos Energy Enterprises Inc | +0.1% | -9.55% | Add |
| 44 | VGT | Vanguard Info Tech ETF | +0.1% | +54.60% | Add |
| 45 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +16.33% | Add |
| 46 | CAT | Caterpillar Inc | +0.1% | -3.19% | Add |
| 47 | FBND | Fidelity Total Bond ETF | +0.1% | +57.15% | Add |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | -13.26% | Add |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +59.00% | Add |
| 50 | HOOD | Robinhood Markets Inc - A | +0.1% | +31.11% | Add |
According to official SEC Form 13F filings, NewEdge Advisors, LLC reported a total U.S. public equity portfolio value of $33.6B across 4099 disclosed positions in Q3 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, NVDA, MSFT) accounted for 7.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
WCMI
市值: $36.2M
Top Position Liquidated / Trimmed
IVV
前期市值: $458.7M
During Q3 2025, NewEdge Advisors, LLC's top holdings by market value included AAPL (2.7%)、NVDA (2.7%)、MSFT (2.5%). The largest single position, AAPL, represented 2.7% of total portfolio value.
In Q3 2025, NewEdge Advisors, LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 149 positions, trimming 41 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.
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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.