NewEdge Advisors, LLC
Top Portfolio Positions
2,520 positions ·
$13,676,530,655 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 SA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,985,982 | 70,077 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,671,592 | 90,287 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,006,792 | 83,097 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,163,008 | 80,097 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $943,484 | 80,847 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $954,127 | 83,622 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,385,124 | 82,497 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,141,020 | 83,347 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,271,546 | 84,097 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,028,587 | 84,797 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $910,433 | 86,297 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,043,891 | 86,630 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,098,172 | 84,801 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,056,103 | 83,951 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $996,450 | 83,947 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,031,031 | 82,947 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,523,604 | 82,357 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,377,854 | 83,557 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,266,235 | 81,957 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,422,550 | 81,057 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,217,875 | 75,317 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,592,196 | 75,567 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,411,636 | 75,167 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,379,819 | 78,667 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $721,511 | 77,167 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||