NewEdge Advisors, LLC
Top Portfolio Positions
2,522 positions ·
$13,670,065,331 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
3,365,597 | $854,154,862 | 6.25% | |
| NVDA |
Nvidia Corp
Technology
|
3,427,577 | $597,769,428 | 4.37% | |
| MSFT |
Microsoft Corp
Technology
|
1,572,845 | $582,220,033 | 4.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,102,077 | $437,799,576 | 3.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,434,818 | $422,066,062 | 3.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,289,339 | $370,762,322 | 2.71% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,879,062 | $357,809,825 | 2.62% | |
| AVGO |
Broadcom Inc.
Technology
|
948,027 | $293,423,836 | 2.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
433,978 | $282,233,252 | 2.06% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,575,169 | $267,243,172 | 1.95% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,352,162 | 29,312 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,980,713 | 46,616 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,170,116 | 30,744 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $524,655 | 16,074 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $988,915 | 32,066 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $823,379 | 31,803 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $794,733 | 30,602 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $418,790 | 18,240 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $340,950 | 15,526 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $75,871 | 3,721 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $180,606 | 9,880 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $911,909 | 47,970 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $238,880 | 12,244 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $333,437 | 18,473 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $362,340 | 22,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $570,934 | 31,878 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $804,211 | 41,886 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $963,202 | 53,069 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,165,454 | 124,166 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,388,555 | 192,641 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,922,122 | 172,092 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,833,613 | 150,006 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,388,268 | 74,041 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $758,899 | 42,779 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $160,720 | 10,237 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||