NewEdge Advisors, LLC
Top Portfolio Positions
2,521 positions ·
$13,676,858,063 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 CMP
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,740 | 3,415 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $73,473 | 3,741 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $82,348 | 4,289 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $86,166 | 4,289 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $49,812 | 5,362 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $64,890 | 5,768 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $70,112 | 5,833 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $219,316 | 21,231 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $412,466 | 26,205 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $272,772 | 10,773 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $632,340 | 22,624 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $620,908 | 18,262 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $680,176 | 19,836 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $761,370 | 18,570 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $591,088 | 15,341 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $457,061 | 12,915 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $416,608 | 8,156 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $481,261 | 7,473 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $441,605 | 7,452 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $328,715 | 5,241 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $243,361 | 3,943 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $226,835 | 3,822 | Shares | Sole | 2020-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||