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Asset Manager ← All Institutions

NewEdge Advisors, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$19.3B
+15.3%
Holdings
4,010
+41
New Purchases
227
Added To
1,626
Closed
189
Reduced
1,190
Top 10 Concentration
18.5%
Turnover
10.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.56% 1.99% +0.58% $496M
MSFT 2.64% 2.13% +0.52% $511M
AVGO 1.44% 0.99% +0.45% $278M
THRO 0.40% 0.04% +0.35% $77M
JPM 1.24% 0.98% +0.26% $241M
EFV 0.83% 0.58% +0.25% $160M
SNX 0.23% 0.00% +0.23% $44M
IAGG 0.19% 0.00% +0.19% $37M
T 0.27% 0.08% +0.19% $53M
PM 0.34% 0.15% +0.19% $66M
SNY 0.18% 0.01% +0.17% $35M
BAI 0.15% 0.00% +0.15% $30M
TSLA 0.56% 0.41% +0.15% $107M
IEMG 0.49% 0.35% +0.14% $94M
OEF 0.40% 0.27% +0.13% $78M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 2.09% 2.73% -0.65% $404M
AAPL 2.62% 3.20% -0.58% $506M
PSA 0.04% 0.27% -0.23% $8M
AVY 0.02% 0.22% -0.20% $4M
UNH 0.19% 0.38% -0.20% $36M
BRK-B 0.78% 0.96% -0.18% $151M
EMXC 0.08% 0.25% -0.17% $15M
IVW 0.95% 1.11% -0.17% $183M
CVX 0.37% 0.51% -0.14% $71M
NVO 0.04% 0.18% -0.14% $8M
AMAT 0.12% 0.26% -0.14% $23M
DFAC 0.63% 0.76% -0.13% $122M
SDVY 0.17% 0.30% -0.12% $34M
IVE 0.72% 0.83% -0.11% $139M
IUSB 0.65% 0.76% -0.11% $125M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $7.0B 36.4%
Large Cap 1,028 $8.4B 43.4%
Mid Cap 1,054 $2.2B 11.4%
Small Cap 1,172 $1.3B 6.9%
Micro Cap 674 $384M 2.0%

Portfolio Analytics

Avg Market Cap
$28.3B
Median Market Cap
$2.6B
Avg P/E
30.6
Median P/E
19.5
Avg Dividend Yield
0.03%
Avg Beta
0.99
# Stocks
2,345
# ETFs / Funds
1,665

Top Holdings (4,010 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 2.64% 1,027,238 $511M $497.41 $154M +76,708 +8.1%
2 AAPL 2.62% 2,523,030 $506M $200.72 -$30M +106,591 +4.4%
3 NVDA 2.56% 3,158,677 $496M $156.97 $162M +29,531 +0.9%
4 IVV 2.09% 650,508 $404M $620.90 -$55M -165,771 -20.3%
5 SPY 1.63% 595,116 $316M $531.06 $24M -221,733 -27.1%
6 VOO 1.56% 531,966 $302M $568.03 $45M +31,015 +6.2%
7 AMZN 1.55% 1,362,373 $299M $219.39 $57M +91,328 +7.2%
8 AVGO 1.44% 1,010,002 $278M $275.65 $112M +16,787 +1.7%
9 JPM 1.24% 830,470 $241M $289.91 $76M +156,977 +23.3%
10 QUAL 1.11% 1,175,664 $215M $182.82 $22M +47,085 +4.2%
11 DYNF 0.95% 3,385,577 $184M $54.46 $25M +119,938 +3.7%
12 IVW 0.95% 1,659,911 $183M $110.10 -$4M -346,942 -17.3%
13 VUG 0.94% 413,727 $181M $438.40 $33M +12,386 +3.1%
14 SPLG 0.87% 2,307,503 $168M $72.69 $37M +316,592 +15.9%
15 VTV 0.84% 914,543 $162M $176.74 $11M +41,758 +4.8%
16 META 0.83% 217,744 $161M $738.08 $43M +14,045 +6.9%
17 EFV 0.83% 2,517,628 $160M $63.48 $62M +865,488 +52.4%
18 BRK-B 0.78% 327,843 $151M $460.89 -$11M -10,509 -3.1%
19 IVE 0.72% 711,333 $139M $195.42 -$853K -22,539 -3.1%
20 V 0.71% 387,442 $138M $355.05 $5M +8,166 +2.1%
21 IUSB 0.65% 2,712,133 $125M $46.23 -$3M -65,203 -2.4%
22 QQQ 0.64% 243,487 $124M $511.18 $22M +7,284 +3.1%
23 DFAC 0.63% 3,400,504 $122M $35.84 -$6M -489,975 -12.6%
24 VTI 0.62% 396,009 $120M $303.93 $23M +42,223 +11.9%
25 VEA 0.62% 2,100,250 $120M $57.01 $17M +80,874 +4.0%
26 GOOG 0.59% 646,988 $115M $177.39 $21M +43,727 +7.2%
27 TSLA 0.56% 341,286 $107M $314.94 $39M +75,861 +28.6%
28 ABBV 0.53% 555,573 $103M $185.62 -$4M +45,537 +8.9%
29 LLY 0.51% 126,689 $99M $779.53 -$2M +4,765 +3.9%
30 PYLD 0.50% 3,640,171 $97M $26.54 $9M +298,220 +8.9%
31 IBM 0.49% 320,768 $95M $294.78 $20M +20,884 +7.0%
32 IEMG 0.49% 1,567,448 $94M $60.03 $36M +487,973 +45.2%
33 WMT 0.48% 943,850 $92M $97.78 $8M -11,236 -1.2%
34 IYW 0.46% 517,376 $90M $173.27 $9M -58,293 -10.1%
35 GOOGL 0.46% 501,801 $88M $176.23 $12M +6,910 +1.4%
36 COST 0.45% 87,426 $87M $989.94 $5M +922 +1.1%
37 IEFA 0.44% 1,027,383 $86M $83.48 $16M +104,425 +11.3%
38 CAT 0.43% 216,659 $84M $388.21 $16M +11,523 +5.6%
39 AGG 0.43% 828,890 $82M $99.20 $4M +42,679 +5.4%
40 BOND 0.42% 886,349 $82M $92.18 $5M +55,560 +6.7%
41 VO 0.42% 290,919 $81M $279.83 $10M +15,177 +5.5%
42 IWF 0.42% 189,594 $80M $424.58 $10M -6,094 -3.1%
43 WFC 0.42% 1,002,282 $80M $80.12 $14M +75,023 +8.1%
44 HD 0.41% 216,712 $79M $366.64 $3M +7,939 +3.8%
45 BUFR 0.41% 2,495,086 $79M $31.80 $11M +177,646 +7.7%
46 XOM 0.41% 732,847 $79M $107.80 -$3M +40,103 +5.8%
47 OEF 0.40% 256,235 $78M $304.35 $33M +88,402 +52.7%
48 BND 0.40% 1,047,677 $77M $73.63 $4M +46,273 +4.6%
49 THRO 0.40% 2,159,305 $77M $35.58 $69M +1,924,660 +820.2%
50 BLK 0.38% 70,941 $74M $1,049.24 $10M +2,345 +3.4%
51 GLD 0.38% 242,398 $74M $304.83 $16M +40,455 +20.0%
52 NFLX 0.38% 55,170 $74M $1,339.11 $25M +2,410 +4.6%
53 CVX 0.37% 494,604 $71M $143.19 -$15M -17,700 -3.5%
54 ABC 0.35% 223,496 $67M $299.85 $5M -10
55 AJG 0.35% 209,308 $67M $320.12 -$4M +2,632 +1.3%
56 VIG 0.35% 326,402 $67M $204.67 $5M +9,256 +2.9%
57 ORCL 0.35% 305,532 $67M $218.63 -$8M -227,437 -42.7%
58 PM 0.34% 362,312 $66M $182.13 $40M +201,264 +125.0%
59 PLTR 0.33% 471,168 $64M $136.32 $28M +39,497 +9.2%
60 EFG 0.32% 548,610 $61M $112.00 $7M +4,295 +0.8%
61 ADP 0.32% 198,395 $61M $308.40 $1M +1,837 +0.9%
62 MBB 0.32% 649,770 $61M $93.89 $5M +49,635 +8.3%
63 IJR 0.31% 553,404 $60M $109.29 $841K -16,933 -3.0%
64 RSP 0.31% 328,181 $60M $181.74 $14M +66,285 +25.3%
65 RDVY 0.30% 931,960 $58M $62.74 $6M +33,840 +3.8%
66 TJX 0.30% 469,829 $58M $123.49 $5M +31,354 +7.2%
67 SAP 0.30% 189,485 $58M $304.10 $6M -2,968 -1.5%
68 TLH 0.29% 561,108 $57M $101.60 $23M +236,428 +72.8%
69 VWO 0.28% 1,089,517 $54M $49.46 $7M +61,197 +6.0%
70 PULS 0.27% 1,066,105 $53M $49.76 $648K +12,393 +1.2%
71 JNJ 0.27% 344,909 $53M $152.75 -$3M +11,088 +3.3%
72 T 0.27% 1,818,446 $53M $28.94 $39M +1,343,020 +282.5%
73 TMUS 0.27% 218,803 $52M $238.26 -$5M +3,255 +1.5%
74 MTUM 0.26% 212,431 $51M $240.32 $8M -2,565 -1.2%
75 ITW 0.26% 203,763 $50M $247.25 $2M +7,287 +3.7%
76 DGRW 0.26% 598,854 $50M $83.74 $3M +12,552 +2.1%
77 FV 0.26% 843,902 $50M $59.26 -$12M -278,741 -24.8%
78 IAU 0.26% 800,008 $50M $62.36 $4M +15,768 +2.0%
79 CGGR 0.26% 1,220,320 $50M $40.65 $3M -148,602 -10.9%
80 IQLT 0.26% 1,146,847 $50M $43.22 $6M +40,124 +3.6%
81 SPAB 0.25% 1,906,479 $49M $25.60 $4M +136,200 +7.7%
82 DTE 0.25% 363,924 $48M $132.46 $2M +27,457 +8.2%
83 EMBD 0.24% 2,028,511 $47M $23.32 -$1M -102,111 -4.8%
84 BK 0.24% 513,123 $47M $91.11 $6M +26,607 +5.5%
85 USMV 0.24% 497,468 $47M $93.87 -$2M -19,355 -3.7%
86 JPST 0.24% 916,646 $46M $50.68 $14M +271,776 +42.1%
87 DGRO 0.24% 725,560 $46M $63.94 $4M +39,769 +5.8%
88 PG 0.24% 290,025 $46M $159.32 -$2M +7,289 +2.6%
89 VB 0.24% 194,596 $46M $236.98 $7M +18,200 +10.3%
90 CL 0.24% 501,412 $46M $90.90 $1M +27,749 +5.9%
91 BIL 0.23% 494,824 $45M $91.73 $25M +269,840 +119.9%
92 BINC 0.23% 850,016 $45M $52.84 $2M +37,041 +4.6%
93 FPEI 0.23% 2,361,031 $45M $18.99 $3M +113,399 +5.0%
94 TSCO 0.23% 848,839 $45M $52.77 -$813K +21,145 +2.5%
95 SNX 0.23% 325,159 $44M $135.70 $44M +321,369 +8479.4%
96 MA 0.23% 78,104 $44M $561.94 $4M +4,684 +6.4%
97 CGGO 0.23% 1,366,646 $44M $31.97 $18M +454,192 +49.8%
98 IWB 0.22% 123,154 $42M $339.57 $4M +984 +0.8%
99 IBTG 0.21% 1,780,749 $41M $22.93 -$2M -69,853 -3.8%
100 UBER 0.21% 431,519 $40M $93.30 $13M +51,801 +13.6%

New Positions

SymbolValue% Port
CGNG $17M 0.09%
CGMM $14M 0.07%
CGIC $13M 0.07%
CGGE $13M 0.06%
ENDW $9M 0.05%
JPIB $7M 0.04%
AFOS $5M 0.03%
GOEX $5M 0.03%
STPZ $4M 0.02%
FLV $3M 0.02%
WES $2M 0.01%
WCMI $2M 0.01%
B $2M 0.01%
FMKT $2M 0.01%
COLO $2M 0.01%

Sold Out Positions

SymbolValue% Port
EQBK —%
GCV —%
FOUR —%
M —%
SSTK —%
HLIO —%
DLNG —%
CEPU —%
INVX —%
PAGS —%
STEM —%
MG —%
NGS —%
FUL —%
SJT —%
View SEC EDGAR Filings for NewEdge Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms