NewEdge Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| INVESCO ADVANTAGE MUN INCOME | $173.47M | 0.6% |
| Tesla Inc | $170.78M | 0.6% |
| ISHARES S&P | $165.39M | 0.6% |
| ISHARES CORE | $162.91M | 0.6% |
| HOME DEPOT, INC. | $161.04M | 0.6% |
| CISCO SYSTEMS, INC. | $160.33M | 0.6% |
| TJX Cos Inc/The | $157.59M | 0.6% |
| ADVANCED MICRO DEVICES INC | $146.41M | 0.5% |
| VANGUARD FTSE | $145.50M | 0.5% |
| ISHARES MSCI | $145.39M | 0.5% |
| AbbVie Inc. | $143.15M | 0.5% |
| iShares MSCI UAE ETF | $141.84M | 0.5% |
| VANGUARD INDEX FDS | $140.86M | 0.5% |
| PIMCO ENHANCED | $139.12M | 0.5% |
| BLACKROCK ETF TRUST | $137.63M | 0.5% |
| CATERPILLAR INC | $133.86M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $133.10M | 0.5% |
| ISHARES CORE | $131.92M | 0.5% |
| Phillips 66 | $128.65M | 0.5% |
| ISHARES CORE | $114.26M | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $112.34M | 0.4% |
| WELLS FARGO & COMPANY/MN | $104.41M | 0.4% |
| BLACKROCK ETF TRUST | $102.87M | 0.4% |
| SOUTHERN CO | $101.65M | 0.4% |
| SPDR GOLD | $101.00M | 0.4% |