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 LFVN
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $859 | 199 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,225 | 199 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,470 | 665 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,672 | 663 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,708 | 1,146 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,874 | 221 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $276,100 | 22,856 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $96,826 | 15,082 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,432 | 402 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,794 | 1,299 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,378 | 1,299 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,280 | 1,214 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,358 | 1,214 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,676 | 1,257 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||