NewEdge Advisors, LLC
Top Portfolio Positions
2,520 positions ·
$13,676,530,655 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 BRK-B
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $314,030,587 | 624,750 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $158,657,705 | 315,586 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $159,256,294 | 327,843 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $180,199,508 | 338,352 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $116,667,926 | 257,386 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $111,421,581 | 242,084 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $81,986,065 | 201,539 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $70,102,786 | 166,705 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $59,026,160 | 165,497 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $53,574,882 | 152,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $46,822,710 | 137,310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,271,944 | 130,427 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $38,981,017 | 126,193 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $30,662,440 | 114,832 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,918,149 | 113,245 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $34,376,257 | 97,408 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $26,301,834 | 87,966 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $14,115,364 | 51,716 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $13,785,943 | 49,604 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $11,783,298 | 46,124 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $10,471,944 | 45,163 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $13,677,775 | 64,233 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,268,979 | 63,128 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $8,982,803 | 49,132 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||