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 201–250 of 4,214
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EMB | ISHARES JPMORGAN | 273K | $1M+ | SH |
| DUK | DUKE ENERGY | 223K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 220K | $1M+ | SH |
| VRT | VERTIV HOLDINGS | 160K | $1M+ | SH |
| FNY | FIRST TR EXCHANGE-TRADED ALP | 280K | $1M+ | SH |
| IBDR | ISHARES IBONDS | 1.0M | $1M+ | SH |
| IBDW | ISHARES IBONDS | 1.2M | $1M+ | SH |
| IBDV | ISHARES IBONDS | 1.1M | $1M+ | SH |
| NOW | SERVICENOW INC | 162K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 69K | $1M+ | SH |
| LOW | LOWES COMPANIES | 102K | $1M+ | SH |
| KLAC | KLA CORP | 20K | $1M+ | SH |
| SHLD | GLOBAL X | 376K | $1M+ | SH |
| SLQD | ISHARES | 478K | $1M+ | SH |
| C | CITIGROUP INC | 208K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY | 68K | $1M+ | SH |
| NEAR | ISHARES SHORT | 469K | $1M+ | SH |
| UPS | UNITED PARCEL | 241K | $1M+ | SH |
| CGGE | CAPITAL GROUP | 746K | $1M+ | SH |
| SCHF | SCHWAB INTL | 977K | $1M+ | SH |
| QGRO | AMERICAN CENTURY | 205K | $1M+ | SH |
| CRM | SALESFORCE INC | 84K | $1M+ | SH |
| CMI | CUMMINS INC | 43K | $1M+ | SH |
| IBDX | ISHARES IBONDS | 860K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 673K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 637K | $1M+ | SH |
| PTLC | PACER FDS TR | 394K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 474K | $1M+ | SH |
| NJAN | INNOVATOR ETFS TRUST | 395K | $1M+ | SH |
| USMC | PRINCIPAL EXCHANGE TRADED FD | 314K | $1M+ | SH |
| ACN | ACCENTURE PLC | 80K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 45K | $1M+ | SH |
| IBIT | ISHARES BITCOIN | 447K | $1M+ | SH |
| MUB | ISHARES NATIONAL | 197K | $1M+ | SH |
| ENB | ENBRIDGE INC | 440K | $1M+ | SH |
| EOSE | EOS ENERGY | 1.9M | $1M+ | SH |
| CGNG | CAPITAL GROUP | 658K | $1M+ | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 466K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 244K | $1M+ | SH |
| IBHI | ISHARES IBONDS | 884K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 347K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 406K | $1M+ | SH |
| TLT | ISHARES 20 | 236K | $1M+ | SH |
| FISR | SSGA ACTIVE TR | 794K | $1M+ | SH |
| IEI | ISHARES 3-7YR | 172K | $1M+ | SH |
| MO | ALTRIA GROUP | 355K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY | 27 | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 531K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 209K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 600K | $1M+ | SH |