Newedge Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

NewEdge Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 3959 holdings worth $16.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 3,959
Total Value: 16833614193
Accession Number: 0001213900-25-043870
Form Type: 13F-HR
CIK: 0001633516
Manager Name: Newedge Advisors, LLC

Data Enrichment

66% identified

2,597 identified1,362 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

3,959 positions • $16,833,614.193K total value

3,959 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

2416439(+0.1%)

Value:

$536.8B(-11.2%)

464287200

IVV|464287200

816279(-0.8%)

Value:

$458.7B(-5.3%)

MICROSOFT CORP

MSFT|594918104

950530(+2.8%)

Value:

$356.8B(-8.4%)

NVIDIA CORP

NVDA|67066G104

3129146(+2.8%)

Value:

$333.5B(-16.5%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

816849(+24.0%)

Value:

$291.8B(-7.7%)

922908363

VOO|922908363

500951(+3.0%)

Value:

$257.4B(-1.8%)

AMAZON COM INC

AMZN|023135106

1271045(+1.9%)

Value:

$241.8B(-11.7%)

46432F339

QUAL|46432F339

1128579(+17.9%)

Value:

$192.9B(+13.1%)

464287309

IVW|464287309

2006853(+8.0%)

Value:

$186.3B(-1.2%)

Broadcom Inc.

AVGO|11135F101

993215(-1.1%)

Value:

$166.3B(-28.6%)

JPMORGAN CHASE & CO

JPM|46625H100

673493(+4.6%)

Value:

$165.2B(+7.1%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

338352(+31.4%)

Value:

$161.9B(+38.8%)

09290C103

3265639(+9.3%)

Value:

$159.2B(+4.0%)

922908744

VTV|922908744

872785(+0.5%)

Value:

$150.8B(+2.5%)

922908736

VUG|922908736

401341(-2.0%)

Value:

$148.8B(-11.4%)

464287408

IVE|464287408

733872(+51.9%)

Value:

$139.9B(+51.7%)

VISA INC.

V|92826C839

379276(+0.9%)

Value:

$132.9B(+11.9%)

78464A854

SPLG|78464A854

1990911(-5.2%)

Value:

$130.9B(-9.6%)

25434V708

DFAC|25434V708

3890479(-11.8%)

Value:

$128.3B(-15.9%)

46434V613

2777336(-2.3%)

Value:

$128.0B(-0.4%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	2.4M	QoQ +0.05% (-1.3K) YoY +20.43% (+410.0K)	All Managers (Combined)	$536.8M	QoQ -11.24% (-$68.0M) YoY +56.00% (+$192.7M)
(IVVcusip464287200)	816.3K	QoQ -0.80% (-6.6K) YoY +26.73% (+172.2K)	All Managers (Combined)	$458.7M	QoQ -5.31% (-$25.7M) YoY +35.45% (+$120.1M)
Microsoft Corp(MSFTcusip594918104)	950.5K	QoQ +2.81% (-26.0K) YoY +27.26% (+203.6K)	All Managers (Combined)	$356.8M	QoQ -8.43% (-$32.9M) YoY +13.55% (+$42.6M)
Nvidia Corp(NVDAcusip67066G104)	3.1M	QoQ +2.80% (-85.3K) YoY +1122.76% (+2.9M)	All Managers (Combined)	$333.5M	QoQ -16.53% (-$66.1M) YoY +44.21% (+$102.2M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	816.8K	QoQ +24.02% (-158.2K) YoY +109.66% (+427.3K)	All Managers (Combined)	$291.8M	QoQ -7.69% (-$24.3M) YoY +43.19% (+$88.0M)
(VOOcusip922908363)	501.0K	QoQ +2.95% (-14.4K) YoY +17.21% (+73.6K)	All Managers (Combined)	$257.4M	QoQ -1.80% (-$4.7M) YoY +25.31% (+$52.0M)
Amazon Com Inc(AMZNcusip023135106)	1.3M	QoQ +1.87% (-23.4K) YoY +29.92% (+292.7K)	All Managers (Combined)	$241.8M	QoQ -11.65% (-$31.9M) YoY +37.04% (+$65.4M)
(QUALcusip46432F339)	1.1M	QoQ +17.88% (+171.2K) YoY +134.67% (+647.7K)	All Managers (Combined)	$192.9M	QoQ +13.12% (+$22.4M) YoY +144.00% (+$113.8M)
(IVWcusip464287309)	2.0M	QoQ +8.02% (-149.0K) YoY +153.42% (+1.2M)	All Managers (Combined)	$186.3M	QoQ -1.23% (-$2.3M) YoY +178.60% (+$119.4M)
Broadcom Inc.(AVGOcusip11135F101)	993.2K	QoQ -1.11% (-11.2K) YoY +1088.21% (+909.6K)	All Managers (Combined)	$166.3M	QoQ -28.58% (-$66.6M) YoY +50.09% (+$55.5M)
Jpmorgan Chase & Co(JPMcusip46625H100)	673.5K	QoQ +4.63% (+29.8K) YoY +45.29% (+209.9K)	All Managers (Combined)	$165.2M	QoQ +7.07% (+$10.9M) YoY +77.93% (+$72.4M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	338.4K	QoQ +31.45% (+81.0K) YoY +102.96% (+171.6K)	All Managers (Combined)	$161.9M	QoQ +38.75% (+$45.2M) YoY +130.92% (+$91.8M)
(cusip09290C103)✕	3.3M	QoQ +9.33% (+278.8K) YoY +173.61% (+2.1M)	All Managers (Combined)	$159.2M	QoQ +4.02% (+$6.2M) YoY +200.48% (+$106.2M)
(VTVcusip922908744)	872.8K	QoQ +0.51% (+4.4K) YoY +15.19% (+115.1K)	All Managers (Combined)	$150.8M	QoQ +2.55% (+$3.8M) YoY +22.18% (+$27.4M)
(VUGcusip922908736)	401.3K	QoQ -1.97% (-8.1K) YoY +26.76% (+84.8K)	All Managers (Combined)	$148.8M	QoQ -11.44% (-$19.2M) YoY +36.57% (+$39.9M)
(IVEcusip464287408)	733.9K	QoQ +51.91% (+250.8K) YoY +193.30% (+483.7K)	All Managers (Combined)	$139.9M	QoQ +51.67% (+$47.7M) YoY +199.22% (+$93.1M)
Visa Inc.(Vcusip92826C839)	379.3K	QoQ +0.92% (+3.5K) YoY +27.31% (+81.4K)	All Managers (Combined)	$132.9M	QoQ +11.92% (+$14.2M) YoY +59.87% (+$49.8M)
(SPLGcusip78464A854)	2.0M	QoQ -5.18% (-108.9K) YoY +47.82% (+644.2K)	All Managers (Combined)	$130.9M	QoQ -9.56% (-$13.8M) YoY +57.99% (+$48.1M)
(DFACcusip25434V708)	3.9M	QoQ -11.78% (-519.6K) YoY +24.98% (+777.6K)	All Managers (Combined)	$128.3M	QoQ -15.86% (-$24.2M) YoY +29.04% (+$28.9M)
(cusip46434V613)✕	2.8M	QoQ -2.33% (-66.4K) YoY +74.01% (+1.2M)	All Managers (Combined)	$128.0M	QoQ -0.43% (-$556.2K) YoY +75.88% (+$55.2M)