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CIK: 0001633516
Total reported value
$33.6B
$33.6B
4214 檔
9.8%
The Q4 2025 SEC filing reveals that NewEdge Advisors, LLC held a total portfolio value of $33.6B, covering 4214 public equity positions.
In Q4 2025, NewEdge Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 163 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 9.8% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 4214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.39% | +3.00% | NEW | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | +1.85% | NEW | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | +2.08% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | +2.64% | NEW | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +1.54% | NEW | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | +1.42% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +1.39% | NEW | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +1.06% | NEW | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -3.55% | +10.15% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | -3.16% | -4.64% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | +0.97% | NEW | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | +1.00% | NEW | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.05% | -2.12% | +8.80% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | +0.71% | NEW | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.78% | NEW | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.85% | -2.45% | +11.46% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | +0.66% | NEW | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | +0.75% | NEW | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.81% | NEW | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.74% | +0.62% | NEW | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | +0.63% | NEW | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -1.43% | +13.52% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | +0.55% | NEW | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.70% | NEW | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | +0.69% | NEW | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.16% | NEW | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.51% | NEW | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.60% | +0.06% | NEW | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.43% | NEW | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | +0.50% | NEW | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | -0.95% | +301.57% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | +0.47% | NEW | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | +0.88% | NEW | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | +0.50% | NEW | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | +0.28% | NEW | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.33% | NEW | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | +0.16% | NEW | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.58% | +5.11% | |
| 39 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.50% | +0.51% | NEW | |
| 40 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.50% | -1.21% | +14.25% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.67% | NEW | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | +0.43% | NEW | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.48% | +0.57% | NEW | |
| 44 | PSX | Phillips 66 | Stock-Energy | 0.47% | +0.41% | NEW | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | +0.40% | NEW | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | -0.69% | +5.61% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | +0.14% | NEW | |
| 48 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.37% | -0.98% | +15.14% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.37% | -0.12% | +396.57% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | +0.31% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | +161.90% | Add |
| 2 | WMT | Walmart Inc | +0.7% | +205.66% | Add |
| 3 | AAPL | Apple Inc | +0.7% | +41.88% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | +71.87% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +97.97% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.4% | +301.57% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.4% | +135.68% | Add |
| 8 | PSX | Phillips 66 | +0.4% | +732.02% | Add |
| 9 | CVX | Chevron CORP | +0.4% | +162.43% | Add |
| 10 | AMD | Advanced Micro Devices | +0.4% | +237.40% | Add |
| 11 | JNJ | Johnson & Johnson | +0.4% | +142.25% | Add |
| 12 | V | Visa Inc-class A Shares | +0.3% | +92.49% | Add |
| 13 | AMZN | Amazon.com Inc | +0.3% | +44.68% | Add |
| 14 | TJX | Tjx Companies Inc | +0.3% | +130.27% | Add |
| 15 | SO | Southern Co/the | +0.3% | +396.57% | Add |
| 16 | PLD | Prologis Inc | +0.3% | +673.26% | Add |
| 17 | LLY | Eli Lilly & Co | +0.3% | +39.42% | Add |
| 18 | PANW | Palo Alto Networks Inc | +0.3% | +389.46% | Add |
| 19 | GEHC | GE Healthcare Technology | +0.3% | +4968.55% | Add |
| 20 | SFBS | Servisfirst Bancshares Inc | +0.2% | +307426.76% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.2% | +78.19% | Add |
| 22 | HON | Honeywell International Inc | +0.2% | +473.77% | Add |
| 23 | DHR | Danaher CORP | +0.2% | +448.76% | Add |
| 24 | SJM | Jm Smucker Co/the | +0.2% | +10549.51% | Add |
| 25 | HD | Home Depot Inc | +0.2% | +115.99% | Add |
| 26 | BA | Boeing Co/the | +0.2% | +212.21% | Add |
| 27 | DELL | Dell Technologies -c | +0.2% | +423.88% | Add |
| 28 | HIG | Hartford Insurance Group Inc | +0.2% | +570.55% | Add |
| 29 | EMR | Emerson Electric Co | +0.2% | +341.80% | Add |
| 30 | INTU | Intuit Inc | +0.1% | +208.83% | Add |
| 31 | MMM | 3m Co | +0.1% | +487.91% | Add |
| 32 | MSFT | Microsoft CORP | +0.1% | +40.97% | Add |
| 33 | COST | Costco Wholesale CORP | +0.1% | +68.51% | Add |
| 34 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +70.83% | Add |
| 35 | DE | Deere & Co | +0.1% | +258.37% | Add |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | +6.32% | Add |
| 37 | MISL | First Trust Indxx Aero & Def | +0.1% | +14898.14% | Add |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +43.17% | Add |
| 39 | GS | Goldman Sachs Group Inc | +0.1% | +76.40% | Add |
| 40 | VST | Vistra CORP | +0.1% | +140.94% | Add |
| 41 | MS | Morgan Stanley | +0.1% | +67.64% | Add |
| 42 | FTXL | First Trust Nasdaq Semicondu | +0.1% | +1454.90% | Add |
| 43 | VTHR | Vanguard Russell 3000 | +0.1% | +1392.74% | Add |
| 44 | CGDV | Cap Group Dividend Value | +0.1% | +60.06% | Add |
| 45 | RTX | Rtx CORP | +0.1% | +49.14% | Add |
| 46 | AXP | American Express Co | +0.1% | +66.24% | Add |
| 47 | KO | Coca-cola Co/the | +0.1% | +72.70% | Add |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +277.88% | Add |
| 49 | MAA | Mid-america Apartment Comm | +0.1% | +1687.18% | Add |
| 50 | IVE | Ishares S&p 500 Value ETF | 0% | +30.06% | Add |
According to official SEC Form 13F filings, NewEdge Advisors, LLC reported a total U.S. public equity portfolio value of $33.6B across 4214 disclosed positions in Q4 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.
Top New Position Initiated
UL
市值: $10.4M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $21.1M
During Q4 2025, NewEdge Advisors, LLC's top holdings by market value included AAPL (3.4%)、MSFT (2.6%)、NVDA (2.2%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q4 2025, NewEdge Advisors, LLC made 200 total portfolio adjustments, initiating 6 new buys, adding to 163 positions, trimming 27 holdings, and fully liquidating 4 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.