NewEdge Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$16.8T
Holdings
3,959
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (3,959 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,416,439 | $536.8B | 3.19% | |
| 2 | IVVISHARES CORE | 816,279 | $458.7B | 2.72% | |
| 3 | MSFTMICROSOFT CORP | 950,530 | $356.8B | 2.12% | |
| 4 | NVDANVIDIA CORP | 3,129,146 | $333.5B | 1.98% | |
| 5 | SPYSPDR S&P | 816,849 | $291.8B | 1.73% | |
| 6 | VOOVANGUARD S&P | 500,951 | $257.4B | 1.53% | |
| 7 | AMZNAMAZON COM | 1,271,045 | $241.8B | 1.44% | |
| 8 | QUALISHARES MSCI | 1,128,579 | $192.9B | 1.15% | |
| 9 | IVWISHARES S&P | 2,006,853 | $186.3B | 1.11% | |
| 10 | AVGOBROADCOM INC | 993,215 | $166.3B | 0.99% | |
| 11 | JPMJPMORGAN CHASE | 673,493 | $165.2B | 0.98% | |
| 12 | BRK/BBERKSHIRE HATHAWAY | 338,352 | $161.9B | 0.96% | |
| 13 | DYNFISHARES U S | 3,265,639 | $159.2B | 0.95% | |
| 14 | VTVVANGUARD VALUE | 872,785 | $150.8B | 0.90% | |
| 15 | VUGVANGUARD GROWTH | 401,341 | $148.8B | 0.88% | |
| 16 | IVEISHARES S&P | 733,872 | $139.9B | 0.83% | |
| 17 | VVISA INC | 379,276 | $132.9B | 0.79% | |
| 18 | SPYMSPDR PORTFOLIO | 1,990,911 | $130.9B | 0.78% | |
| 19 | DFACDIMENSIONAL US | 3,890,479 | $128.3B | 0.76% | |
| 20 | IUSBISHARES CORE | 2,777,336 | $128.0B | 0.76% | |
| 21 | METAMETA PLATFORMS | 203,699 | $117.4B | 0.70% | |
| 22 | ABBVABBVIE INC | 510,036 | $106.9B | 0.63% | |
| 23 | VEAVANGUARD FTSE | 2,019,376 | $102.6B | 0.61% | |
| 24 | NDQINVESCO QQQ TR | 236,203 | $102.4B | 0.61% | |
| 25 | LLYELI LILLY | 121,924 | $100.7B | 0.60% | |
| 26 | EFVISHARES MSCI | 1,652,140 | $97.4B | 0.58% | |
| 27 | VTIVANGUARD TOTAL | 353,786 | $97.2B | 0.58% | |
| 28 | GOOGALPHABET INC | 603,261 | $94.2B | 0.56% | |
| 29 | PYLDPIMCO ENHANCED | 3,341,951 | $88.1B | 0.52% | |
| 30 | CVXCHEVRON CORP | 512,304 | $85.7B | 0.51% | |
| 31 | WMTWALMART INC | 955,086 | $83.8B | 0.50% | |
| 32 | XOMEXXON MOBIL | 692,744 | $82.4B | 0.49% | |
| 33 | COSTCOSTCO WHOLESALE | 86,504 | $81.8B | 0.49% | |
| 34 | IYWISHARES TECHNOLOGY | 575,669 | $80.8B | 0.48% | |
| 35 | AGGISHARES CORE | 786,211 | $77.8B | 0.46% | |
| 36 | BONDPIMCO ACTIVE | 830,789 | $76.8B | 0.46% | |
| 37 | GOOGLALPHABET INC | 494,891 | $76.5B | 0.45% | |
| 38 | HDHOME DEPOT | 208,773 | $76.5B | 0.45% | |
| 39 | IBMINTL BUSINESS | 299,884 | $74.6B | 0.44% | |
| 40 | ORCLORACLE CORP | 532,969 | $74.5B | 0.44% | |
| 41 | BNDVANGUARD TOTAL | 1,001,404 | $73.6B | 0.44% | |
| 42 | AJGARTHUR J | 206,676 | $71.4B | 0.42% | |
| 43 | VOVANGUARD MID | 275,742 | $71.3B | 0.42% | |
| 44 | IWFISHARES RUSSELL | 195,688 | $70.7B | 0.42% | |
| 45 | AQLTISHARES CORE | 922,958 | $69.8B | 0.41% | |
| 46 | BUFRFIRST TRUST | 2,317,440 | $68.8B | 0.41% | |
| 47 | TSLATESLA INC | 265,425 | $68.4B | 0.41% | |
| 48 | CATCATERPILLAR INC | 205,136 | $67.7B | 0.40% | |
| 49 | WFCWELLS FARGO | 927,259 | $66.6B | 0.40% | |
| 50 | BLKBLACKROCK FDG | 68,596 | $64.9B | 0.39% | |
| 51 | UNHUNITEDHEALTH GROUP | 123,207 | $64.5B | 0.38% | |
| 52 | ABGCENCORA INC | 223,506 | $62.2B | 0.37% | |
| 53 | FAIFIRST TRUST | 1,122,643 | $61.6B | 0.37% | |
| 54 | VIGVANGUARD DIVIDEND | 317,146 | $61.5B | 0.37% | |
| 55 | ADPAUTOMATIC DATA | 196,558 | $60.1B | 0.36% | |
| 56 | IJRISHARES CORE | 570,337 | $59.6B | 0.35% | |
| 57 | IEMGISHARES CORE | 1,079,475 | $58.3B | 0.35% | |
| 58 | GQ9SPDR GOLD | 201,943 | $58.2B | 0.35% | |
| 59 | TMUST-MOBILE US | 215,548 | $57.5B | 0.34% | |
| 60 | MBBISHARES MBS | 600,135 | $56.3B | 0.33% | |
| 61 | JNJJOHNSON & JOHNSON | 333,821 | $55.4B | 0.33% | |
| 62 | EFGISHARES MSCI | 544,315 | $54.4B | 0.32% | |
| 63 | TJXTJX COS | 438,475 | $53.4B | 0.32% | |
| 64 | RDVYFIRST TRUST | 898,120 | $52.6B | 0.31% | |
| 65 | PULSPGIM ULTRA | 1,053,712 | $52.4B | 0.31% | |
| 66 | SAPSAP SE | 192,453 | $51.7B | 0.31% | |
| 67 | SDVYFIRST TRUST | 1,481,182 | $49.6B | 0.29% | |
| 68 | NFLXNETFLIX INC | 52,760 | $49.2B | 0.29% | |
| 69 | ITWILLINOIS TOOL | 196,476 | $48.7B | 0.29% | |
| 70 | EMBDGLOBAL X | 2,130,622 | $48.7B | 0.29% | |
| 71 | USMVISHARES MSCI | 516,823 | $48.4B | 0.29% | |
| 72 | PGPROCTER & GAMBLE | 282,736 | $48.2B | 0.29% | |
| 73 | CGGRCAPITAL GROUP | 1,368,922 | $46.9B | 0.28% | |
| 74 | DGRWWISDOMTREE US | 586,302 | $46.8B | 0.28% | |
| 75 | VWOVANGUARD FSTE | 1,028,320 | $46.5B | 0.28% | |
| 76 | DTEDTE ENERGY | 336,467 | $46.5B | 0.28% | |
| 77 | IAU*ISHARES GOLD | 784,240 | $46.2B | 0.27% | |
| 78 | TSCOTRACTOR SUPPLY | 827,694 | $45.6B | 0.27% | |
| 79 | OEFISHARES S&P | 167,833 | $45.5B | 0.27% | |
| 80 | RSPINVESCO S&P | 261,896 | $45.4B | 0.27% | |
| 81 | PSAPUBLIC STORAGE | 151,130 | $45.2B | 0.27% | |
| 82 | SPABSPDR AGGREGATE | 1,770,279 | $45.2B | 0.27% | |
| 83 | CGDGCAPITAL GROUP | 1,253,604 | $44.7B | 0.27% | |
| 84 | CLCOLGATE-PALMOLIVE | 473,663 | $44.4B | 0.26% | |
| 85 | IQLTISHARES MSCI | 1,106,723 | $43.9B | 0.26% | |
| 86 | MTUMISHARES MSCI | 214,996 | $43.5B | 0.26% | |
| 87 | AMATAPPLIED MATERIALS | 299,075 | $43.4B | 0.26% | |
| 88 | BINCISHARES FLEXIBLE | 812,975 | $42.6B | 0.25% | |
| 89 | IBTGISHARES IBONDS | 1,850,602 | $42.5B | 0.25% | |
| 90 | DGROISHARES CORE | 685,791 | $42.4B | 0.25% | |
| 91 | EMXCISHARES MSCI | 763,340 | $42.1B | 0.25% | |
| 92 | FPEIFIRST TRUST | 2,247,632 | $42.0B | 0.25% | |
| 93 | BKBANK NEW YORK | 486,516 | $40.8B | 0.24% | |
| 94 | MAMASTERCARD INC | 73,420 | $40.2B | 0.24% | |
| 95 | MCDMCDONALDS CORP | 125,463 | $39.2B | 0.23% | |
| 96 | VBVANGUARD SMALL | 176,396 | $39.1B | 0.23% | |
| 97 | VYMVANGUARD HIGH | 298,110 | $38.4B | 0.23% | |
| 98 | IWBISHARES RUSSELL | 122,170 | $37.5B | 0.22% | |
| 99 | AVYAVERY DENNISON CORP | 206,880 | $36.8B | 0.22% | |
| 100 | MRKMERCK & COMPANY | 406,366 | $36.5B | 0.22% |
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