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 WPP
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,352 | 923 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $20,730 | 923 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $29,609 | 1,182 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $41,136 | 1,175 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,003 | 3,214 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $173,115 | 3,368 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $66,098 | 1,292 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $58,918 | 1,287 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $289,661 | 6,111 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $342,551 | 7,201 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $309,697 | 6,947 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $174,040 | 3,329 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $329,978 | 5,544 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $281,047 | 5,717 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $239,725 | 5,820 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $623,891 | 8,258 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $242,349 | 3,615 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $234,960 | 3,466 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $331,065 | 5,181 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $223,188 | 4,127 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $200,948 | 5,121 | Shares | Sole | 2020-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||