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 SLV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,431,074 | 461,272 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $36,203,202 | 561,987 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $21,598,022 | 509,748 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $20,325,795 | 619,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,192,288 | 425,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,175,715 | 348,489 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,899,091 | 313,238 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,281,402 | 274,046 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,751,135 | 76,973 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,155,218 | 98,954 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,210,937 | 108,699 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,036,570 | 145,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,774,578 | 170,641 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,537,391 | 251,471 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,825,390 | 104,308 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,116,180 | 113,529 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,146,453 | 312,345 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,780,404 | 129,261 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,140,810 | 104,328 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,444,883 | 142,233 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $582,754 | 25,672 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $659,041 | 26,823 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,688,868 | 216,676 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,514,963 | 206,641 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,949,748 | 149,406 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||