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 51–100 of 4,214
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWF | ISHARES RUSSELL | 211K | $1M+ | SH |
| TLH | ISHARES 10-20YR | 977K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 2.5M | $1M+ | SH |
| BOND | PIMCO ACTIVE | 1.1M | $1M+ | SH |
| PANW | PALO ALTO | 526K | $1M+ | SH |
| IAU | ISHARES GOLD | 1.2M | $1M+ | SH |
| MTUM | ISHARES MSCI | 376K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.7M | $1M+ | SH |
| AGG | ISHARES CORE | 939K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 315K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.3M | $1M+ | SH |
| PLD | PROLOGIS INC | 658K | $1M+ | SH |
| ORCL | ORACLE CORP | 430K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES | 471K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 1.1M | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 411K | $1M+ | SH |
| PM | PHILIP MORRIS | 488K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND | 356K | $1M+ | SH |
| BLK | BLACKROCK FDG | 72K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR | 252K | $1M+ | SH |
| COR | CENCORA INC | 218K | $1M+ | SH |
| MBB | ISHARES MBS | 766K | $1M+ | SH |
| GEHC | GE HEALTHCARE | 878K | $1M+ | SH |
| IJR | ISHARES CORE | 599K | $1M+ | SH |
| HON | HONEYWELL INTL | 367K | $1M+ | SH |
| BA | BOEING CO | 330K | $1M+ | SH |
| QCOM | QUALCOMM INC | 403K | $1M+ | SH |
| VWO | VANGUARD FSTE | 1.2M | $1M+ | SH |
| INTU | INTUIT | 100K | $1M+ | SH |
| SFBS | SERVISFIRST BANCSHARES | 920K | $1M+ | SH |
| CGGR | CAPITAL GROUP | 1.5M | $1M+ | SH |
| ADI | ANALOG DEVICES | 238K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES | 505K | $1M+ | SH |
| MA | MASTERCARD INC | 109K | $1M+ | SH |
| DHR | DANAHER CORP | 272K | $1M+ | SH |
| DGRO | ISHARES CORE | 886K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.2M | $1M+ | SH |
| BK | BANK NEW YORK | 516K | $1M+ | SH |
| CGDV | CAPITAL GROUP | 1.4M | $1M+ | SH |
| PULS | PGIM ETF TR | 1.2M | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 1.1M | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 930K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 1.2M | $1M+ | SH |
| ADP | AUTOMATIC DATA | 214K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 407K | $1M+ | SH |
| PG | PROCTER & GAMBLE | 376K | $1M+ | SH |
| HIG | HARTFORD INSURANCE | 385K | $1M+ | SH |
| CGGO | CAPITAL GROUP | 1.5M | $1M+ | SH |
| SJM | SMUCKER J M CO | 533K | $1M+ | SH |
| T | AT&T INC | 2.1M | $1M+ | SH |