Institutions / NewEdge Advisors, LLC
NewEdge Advisors, LLC
CIK 1633516 · Institution · as of Dec 31, 2025
Portfolio value
$27.56B
Positions
4,214
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 4,214 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $933.10M | 3.4% |
| Microsoft Corp | $731.42M | 2.7% |
| NVIDIA Corp | $613.71M | 2.2% |
| iShares Core | $550.26M | 2.0% |
| Amazon.com Inc | $473.31M | 1.7% |
| JPMORGAN CHASE & CO | $469.89M | 1.7% |
| Alphabet Inc. | $443.15M | 1.6% |
| Broadcom Inc. | $390.10M | 1.4% |
| Vanguard Index Fds | $377.19M | 1.4% |
| SPDR S&P | $361.09M | 1.3% |
| Walmart Inc. | $327.28M | 1.2% |
| Warren E. Buffett | $314.03M | 1.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $288.38M | 1.0% |
| Meta Platforms Inc | $275.04M | 1.0% |
| Visa Inc | $259.95M | 0.9% |
| Vanguard Index Fds | $233.06M | 0.8% |
| Exxon Mobil Corp | $217.27M | 0.8% |
| iShares S&P | $215.64M | 0.8% |
| Alphabet Inc. | $209.00M | 0.8% |
| Chevron Corp | $203.45M | 0.7% |
| Vanguard Growth | $198.02M | 0.7% |
| SPDR Series Trust | $197.35M | 0.7% |
| iShares S&P | $194.09M | 0.7% |
| ELI LILLY & Co | $189.53M | 0.7% |
| Johnson & Johnson | $187.18M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.