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 KMB
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,486,071 | 575,164 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $5,709,667 | 56,593 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,763,034 | 46,349 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,829,472 | 37,461 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,580,286 | 39,237 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,432,690 | 33,827 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,742,476 | 33,332 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,954,761 | 43,088 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,527,254 | 42,731 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,586,367 | 29,515 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,617,369 | 21,658 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,469,755 | 17,889 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,135,842 | 15,913 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,759,390 | 20,327 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,403,486 | 12,471 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,601,502 | 19,249 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,485,368 | 20,180 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,240,556 | 15,677 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,129,713 | 8,530 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,318,535 | 9,856 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,507,023 | 10,838 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,514,714 | 18,651 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,348,928 | 22,680 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,163,322 | 29,454 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $4,512,020 | 35,286 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||