NewEdge Advisors, LLC
Top Portfolio Positions
401 positions ·
$1,274,588,193 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
433,978 | $282,233,252 | 22.14% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
1,998,166 | $155,037,699 | 12.16% | |
| SO |
Southern Co
Utilities
|
957,442 | $92,412,301 | 7.25% | |
| BA |
Boeing Co
Industrials
|
294,971 | $58,708,078 | 4.61% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
537,145 | $51,802,263 | 4.06% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
341,876 | $41,124,264 | 3.23% | |
| KO |
Coca Cola Co
Consumer Defensive
|
429,406 | $32,656,326 | 2.56% | |
| UNP |
Union Pacific Corp
Industrials
|
133,479 | $32,384,674 | 2.54% | |
| IBM |
International Business Machines Corp
Technology
|
121,998 | $29,571,095 | 2.32% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
58,665 | $27,173,041 | 2.13% |
Portfolio Trend
Holdings in DSL
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,035,758 | 187,974 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,843,298 | 163,558 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,208,779 | 179,868 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,160,886 | 176,543 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,189,688 | 173,647 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,115,656 | 168,310 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,146,385 | 165,361 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $920,144 | 73,494 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $944,422 | 74,364 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,080,889 | 88,308 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,083,830 | 92,477 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,309,623 | 109,960 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,243,252 | 109,345 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,250,020 | 112,716 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,231,200 | 114,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,358,826 | 112,022 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,673,647 | 115,265 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,695,566 | 105,184 | Shares | Sole | 2022-02-17 | |
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