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 |
|---|---|---|---|---|---|
| 101 | PLTRPALANTIR TECHNOLOGIES | 431,671 | $36.4B | 0.22% | |
| 102 | VCITVANGUARD INTERMEDIATE | 431,150 | $35.3B | 0.21% | |
| 103 | BNDXVANGUARD TOTAL | 694,558 | $33.9B | 0.20% | |
| 104 | AQLTISHARES IBONDS | 1,444,458 | $33.8B | 0.20% | |
| 105 | TLHISHARES 10-20YR | 324,680 | $33.7B | 0.20% | |
| 106 | CGUSCAPITAL GROUP | 1,005,661 | $33.6B | 0.20% | |
| 107 | IBTIISHARES IBONDS | 1,495,732 | $33.3B | 0.20% | |
| 108 | IWYISHARES RUSSELL | 156,531 | $33.0B | 0.20% | |
| 109 | JPSTJPMORGAN | 644,870 | $32.6B | 0.19% | |
| 110 | BSVVANGUARD SHORT | 395,873 | $31.0B | 0.18% | |
| 111 | VOTVANGUARD MID | 124,678 | $30.5B | 0.18% | |
| 112 | FIXDFIRST TRUST | 693,765 | $30.4B | 0.18% | |
| 113 | NEENEXTERA ENERGY | 427,094 | $30.3B | 0.18% | |
| 114 | DFICDIMENSIONAL INTL | 1,081,377 | $30.0B | 0.18% | |
| 115 | NVONOVO NORDISK | 432,345 | $30.0B | 0.18% | |
| 116 | DUHPDIMENSIONAL US | 905,693 | $30.0B | 0.18% | |
| 117 | VONGVANGUARD RUSSELL | 319,011 | $29.6B | 0.18% | |
| 118 | IBTHISHARES IBONDS | 1,297,469 | $29.1B | 0.17% | |
| 119 | CGXUCAPITAL GROUP | 1,183,008 | $29.0B | 0.17% | |
| 120 | SPEMSPDR EMERGING | 730,558 | $28.8B | 0.17% | |
| 121 | VBKVANGUARD SMALL | 113,858 | $28.7B | 0.17% | |
| 122 | PEPPEPSICO INC | 187,868 | $28.2B | 0.17% | |
| 123 | FBNDFIDELITY TOTAL | 611,380 | $27.9B | 0.17% | |
| 124 | BACBANK AMERICA | 665,729 | $27.8B | 0.17% | |
| 125 | UBERUBER TECHNOLOGIES | 379,718 | $27.7B | 0.16% | |
| 126 | IBDUISHARES TR | 1,180,527 | $27.3B | 0.16% | |
| 127 | VIGIVANGUARD INTERNATIONAL | 323,875 | $26.9B | 0.16% | |
| 128 | BACVERIZON COMMUNICATIONS | 590,233 | $26.8B | 0.16% | |
| 129 | ETNEATON CORP | 97,940 | $26.6B | 0.16% | |
| 130 | VBRVANGUARD SMALL | 141,903 | $26.4B | 0.16% | |
| 131 | SPYGSPDR PORTFOLIO | 328,076 | $26.4B | 0.16% | |
| 132 | SCHDSCHWAB US | 940,551 | $26.3B | 0.16% | |
| 133 | SPYVSPDR PORTFOLIO | 514,102 | $26.3B | 0.16% | |
| 134 | SYFIAB SHORT | 734,246 | $26.1B | 0.16% | |
| 135 | IBDQISHARES IBONDS | 1,031,825 | $26.0B | 0.15% | |
| 136 | TSMTAIWAN SEMICONDUCTOR | 155,849 | $25.9B | 0.15% | |
| 137 | CGGOCAPITAL GROUP | 912,454 | $25.8B | 0.15% | |
| 138 | 4I1PHILIP MORRIS | 161,048 | $25.6B | 0.15% | |
| 139 | DONSPDR DOW | 60,714 | $25.5B | 0.15% | |
| 140 | CRMSALESFORCE INC | 94,026 | $25.2B | 0.15% | |
| 141 | VOEVANGUARD MID | 157,133 | $25.2B | 0.15% | |
| 142 | XMHQINVESCO S&P | 273,681 | $25.0B | 0.15% | |
| 143 | CSCOCISCO SYSTEMS | 403,052 | $24.9B | 0.15% | |
| 144 | DFSVDIMENSIONAL US | 880,716 | $24.8B | 0.15% | |
| 145 | XLFFINANCIAL SELECT | 497,165 | $24.8B | 0.15% | |
| 146 | SPDWSPDR DEVELOPED | 674,357 | $24.6B | 0.15% | |
| 147 | IJHISHARES CORE | 417,503 | $24.4B | 0.14% | |
| 148 | XLVHEALTHCARE SELECT | 166,240 | $24.3B | 0.14% | |
| 149 | COWZPACER US | 437,508 | $24.0B | 0.14% | |
| 150 | MUBISHARES NATIONAL | 225,742 | $23.8B | 0.14% | |
| 151 | AMGNAMGEN INC | 75,784 | $23.6B | 0.14% | |
| 152 | ITOTISHARES CORE | 193,026 | $23.6B | 0.14% | |
| 153 | FTGCFIRST TRUST | 921,393 | $23.5B | 0.14% | |
| 154 | JQUAJPMORGAN US | 415,187 | $23.4B | 0.14% | |
| 155 | EYLDCAMBRIA EMERGING | 733,924 | $23.3B | 0.14% | |
| 156 | ABTABBOTT LABORATORIES | 175,634 | $23.3B | 0.14% | |
| 157 | FTCSFIRST TR EXCHANGE-TRADED FD | 201,010 | $23.2B | 0.14% | |
| 158 | QQQMINVESCO NASDAQ | 120,330 | $23.2B | 0.14% | |
| 159 | NOWSERVICENOW INC | 29,014 | $23.1B | 0.14% | |
| 160 | FMBFIRST TRUST | 455,622 | $23.0B | 0.14% | |
| 161 | QTECFIRST TRUST | 130,858 | $22.7B | 0.13% | |
| 162 | IWDISHARES RUSSELL | 120,388 | $22.7B | 0.13% | |
| 163 | GBILGOLDMAN SACHS | 220,548 | $22.1B | 0.13% | |
| 164 | HEFAISHARES CURRENCY | 606,227 | $22.0B | 0.13% | |
| 165 | AMLPALERIAN MLP | 422,755 | $22.0B | 0.13% | |
| 166 | LINLINDE PLC | 47,015 | $21.9B | 0.13% | |
| 167 | IWMISHARES RUSSELL | 109,448 | $21.8B | 0.13% | |
| 168 | DIVIFRANKLIN INTL | 658,540 | $21.5B | 0.13% | |
| 169 | CALFPACER U S | 564,262 | $21.2B | 0.13% | |
| 170 | FXRFIRST TRUST | 301,875 | $21.0B | 0.12% | |
| 171 | ACNACCENTURE PLC | 67,344 | $21.0B | 0.12% | |
| 172 | UNPUNION PACIFIC CORP | 88,759 | $21.0B | 0.12% | |
| 173 | DFLVDIMENSIONAL ETF TRUST | 682,123 | $20.9B | 0.12% | |
| 174 | LOWLOWES COMPANIES | 89,135 | $20.8B | 0.12% | |
| 175 | BILSPDR BLOOMBERG | 224,984 | $20.6B | 0.12% | |
| 176 | RTXRTX CORPORATION | 155,466 | $20.6B | 0.12% | |
| 177 | BUFQFIRST TRUST | 689,099 | $20.6B | 0.12% | |
| 178 | VCSHVANGUARD SHORT | 257,153 | $20.3B | 0.12% | |
| 179 | VTEBVANGUARD MUNICIPAL | 408,480 | $20.3B | 0.12% | |
| 180 | KOCOCA COLA COMPANY | 275,485 | $19.7B | 0.12% | |
| 181 | IBDWISHARES IBONDS | 945,737 | $19.6B | 0.12% | |
| 182 | AMDADVANCED MICRO | 190,702 | $19.6B | 0.12% | |
| 183 | DUKDUKE ENERGY | 160,351 | $19.6B | 0.12% | |
| 184 | MDTMEDTRONIC PLC | 217,620 | $19.6B | 0.12% | |
| 185 | FXOFIRST TRUST | 368,948 | $19.6B | 0.12% | |
| 186 | SOSOUTHERN COMPANY | 211,330 | $19.4B | 0.12% | |
| 187 | FXUFIRST TRUST | 465,634 | $19.1B | 0.11% | |
| 188 | FDNFIRST TRUST | 85,463 | $19.0B | 0.11% | |
| 189 | TLTISHARES 20(plus) | 206,808 | $18.8B | 0.11% | |
| 190 | CBCHUBB LTD | 61,899 | $18.7B | 0.11% | |
| 191 | FISRSPDR SSGA | 721,022 | $18.7B | 0.11% | |
| 192 | XLKTECHNOLOGY SELECT | 88,688 | $18.3B | 0.11% | |
| 193 | QCOMQUALCOMM INC | 117,735 | $18.1B | 0.11% | |
| 194 | DGCBDIMENSIONAL ETF TRUST | 337,182 | $17.9B | 0.11% | |
| 195 | ADIANALOG DEVICES | 88,651 | $17.9B | 0.11% | |
| 196 | AXPAMERICAN EXPRESS | 65,999 | $17.8B | 0.11% | |
| 197 | FTSMFIRST TRUST | 293,995 | $17.6B | 0.10% | |
| 198 | PGRPROGRESSIVE CORP | 61,872 | $17.5B | 0.10% | |
| 199 | GEGE AEROSPACE | 87,485 | $17.5B | 0.10% | |
| 200 | EMBISHARES JPMORGAN | 192,894 | $17.5B | 0.10% |