CIK 1633516
NewEdge Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
4,214
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 4,214
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 3.4M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 1.5M | $1M+ | SH |
| NVDA | NVIDIA CORP | 3.3M | $1M+ | SH |
| IVV | ISHARES CORE | 803K | $1M+ | SH |
| AMZN | AMAZON COM | 2.1M | $1M+ | SH |
| JPM | JPMORGAN CHASE | 1.5M | $1M+ | SH |
| GOOGL | ALPHABET INC | 1.4M | $1M+ | SH |
| AVGO | BROADCOM INC | 1.1M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 601K | $1M+ | SH |
| SPY | SPDR S&P | 604K | $1M+ | SH |
| WMT | WALMART INC | 2.9M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY | 625K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 4.7M | $1M+ | SH |
| META | META PLATFORMS | 417K | $1M+ | SH |
| V | VISA INC | 741K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 1.2M | $1M+ | SH |
| XOM | EXXON MOBIL | 1.8M | $1M+ | SH |
| IVW | ISHARES S&P | 1.7M | $1M+ | SH |
| GOOG | ALPHABET INC | 666K | $1M+ | SH |
| CVX | CHEVRON CORP | 1.3M | $1M+ | SH |
| VUG | VANGUARD GROWTH | 406K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 2.5M | $1M+ | SH |
| IVE | ISHARES S&P | 915K | $1M+ | SH |
| LLY | ELI LILLY | 176K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 904K | $1M+ | SH |
| QQQ | INVESCO ADVANTAGE MUN INCOME | 651K | $1M+ | SH |
| TSLA | TESLA INC | 385K | $1M+ | SH |
| OEF | ISHARES S&P | 482K | $1M+ | SH |
| IEMG | ISHARES CORE | 2.4M | $1M+ | SH |
| HD | HOME DEPOT | 468K | $1M+ | SH |
| CSCO | CISCO SYS INC | 2.1M | $1M+ | SH |
| TJX | TJX COS | 1.0M | $1M+ | SH |
| AMD | ADVANCED MICRO | 684K | $1M+ | SH |
| VEA | VANGUARD FTSE | 2.3M | $1M+ | SH |
| EFV | ISHARES MSCI | 2.0M | $1M+ | SH |
| ABBV | ABBVIE INC | 626K | $1M+ | SH |
| QUAL | ISHARES MSCI | 714K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 420K | $1M+ | SH |
| PYLD | PIMCO ENHANCED | 5.2M | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 3.6M | $1M+ | SH |
| CAT | CATERPILLAR INC | 234K | $1M+ | SH |
| COST | COSTCO WHOLESALE | 154K | $1M+ | SH |
| IUSB | ISHARES CORE | 2.8M | $1M+ | SH |
| PSX | PHILLIPS 66 | 997K | $1M+ | SH |
| IEFA | ISHARES CORE | 1.3M | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 379K | $1M+ | SH |
| WFC | WELLS FARGO | 1.1M | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 3.1M | $1M+ | SH |
| SO | SOUTHERN CO | 1.2M | $1M+ | SH |
| GLD | SPDR GOLD | 255K | $1M+ | SH |