Home › NewEdge Advisors, LLC

NewEdge Advisors, LLC 13F holdings

Filed 2026-08-12 · NewEdge Advisors, LLC · 4,200 positions · $33.6B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AAPLAPPLE INC3.5M$1.0B3.0%
IVVISHARES TR1.2M$886.6M2.6%
SPYSTATE STR SPDR S&P 500 ETF T1.0M$749.8M2.2%
NVDANVIDIA CORPORATION3.5M$696.9M2.1%
MSFTMICROSOFT CORP1.7M$619.7M1.8%
AMZNAMAZON COM INC2.2M$516.9M1.5%
JPMJPMORGAN CHASE & CO1.5M$476.4M1.4%
VOOVANGUARD INDEX FDS685.0K$470.4M1.4%
GOOGLALPHABET INC1.3M$466.6M1.4%
SPYMSPDR SERIES TRUST4.4M$387.2M1.2%
AVGOBROADCOM INC940.0K$355.1M1.1%
BRK-BBERKSHIRE HATHAWAY INC DEL668.2K$334.4M1.0%
WMTWALMART INC2.9M$324.0M1.0%
DYNFBLACKROCK ETF TRUST4.4M$296.9M0.9%
CSCOCISCO SYS INC2.5M$294.3M0.9%
AMDADVANCED MICRO DEVICES INC506.3K$294.1M0.9%
GOOGALPHABET INC769.3K$271.8M0.8%
VVISA INC760.7K$261.0M0.8%
IVWISHARES TR1.8M$253.3M0.8%
MUMICRON TECHNOLOGY INC214.7K$247.9M0.7%
—ARGAN INC1.5M$246.7M0.7%
METAMETA PLATFORMS INC422.1K$237.8M0.7%
LLYELI LILLY & CO194.7K$233.6M0.7%
JNJJOHNSON & JOHNSON917.9K$233.1M0.7%
VTVVANGUARD INDEX FDS1.0M$228.0M0.7%
CATCATERPILLAR INC212.2K$226.0M0.7%
EXMOCEXXON MOBIL CORP1.6M$221.7M0.7%
VUGVANGUARD INDEX FDS2.4M$210.3M0.6%
DELLDELL TECHNOLOGIES INC480.6K$207.4M0.6%
CVXCHEVRON CORPORATION1.2M$207.2M0.6%
IUSBISHARES TR4.1M$189.7M0.6%
IVEISHARES TR808.6K$183.6M0.5%
TSLATESLA INC409.9K$172.4M0.5%
PYLDPIMCO ETF TR6.4M$171.0M0.5%
VEAVANGUARD TAX-MANAGED FDS2.4M$168.4M0.5%
HDHOME DEPOT INC472.3K$166.6M0.5%
PANWPALO ALTO NETWORKS INC467.4K$159.4M0.5%
TJXTJX COS INC NEW1.0M$158.6M0.5%
VTIVANGUARD INDEX FDS420.8K$155.7M0.5%
FELCFIDELITY COVINGTON TRUST3.7M$155.6M0.5%
BAIBLACKROCK ETF TRUST2.9M$154.7M0.5%
ACWIISHARES INC1.8M$146.0M0.4%
COSTCOSTCO WHOLESALE CORPORATION155.8K$145.8M0.4%
PSXPHILLIPS 66823.3K$139.2M0.4%
BONDPIMCO ETF TR1.5M$135.9M0.4%
IEFAISHARES TR1.4M$134.7M0.4%
EFGISHARES TR1.1M$134.5M0.4%
RDVYFIRST TR EXCHANGE TRADED FD1.5M$120.1M0.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC243.5K$116.3M0.3%
THROBLACKROCK ETF TRUST2.6M$113.4M0.3%
RSPINVESCO EXCHANGE TRADED FD T528.1K$112.4M0.3%
AMATAPPLIED MATLS INC154.9K$112.0M0.3%
ABBVABBVIE INC439.2K$110.5M0.3%
VOVANGUARD INDEX FDS1.4M$109.6M0.3%
MTUMISHARES TR317.9K$109.0M0.3%
BUFRFIRST TR EXCHNG TRADED FD VI3.0M$109.0M0.3%
IWFISHARES TR845.1K$104.9M0.3%
GLDSPDR GOLD TR279.2K$102.9M0.3%
SOSOUTHERN CO1.1M$102.1M0.3%
DFACDIMENSIONAL ETF TRUST2.3M$101.6M0.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}