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 PSX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,182,633 | 824,364 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $128,647,073 | 996,955 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $16,298,460 | 119,824 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $13,853,235 | 116,121 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,066,707 | 81,525 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,984,975 | 78,864 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,067,695 | 84,197 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,142,458 | 107,264 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $13,864,625 | 84,882 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,033,459 | 90,382 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,813,371 | 81,676 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,767,174 | 81,434 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,643,747 | 75,397 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,367,615 | 70,788 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,659,764 | 45,339 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,271,269 | 52,095 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,940,593 | 45,614 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,011,872 | 41,566 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $814,799 | 11,635 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,130,764 | 13,176 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $991,118 | 12,155 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $994,546 | 14,220 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $847,376 | 16,346 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,722,795 | 23,961 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,341,786 | 25,010 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||