NewEdge Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$16.8B
Holdings
3,959
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (3,959 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MOALTRIA GROUP | 290,718 | $17.4B | 103.65% | |
| 202 | NEARISHARES SHORT | 341,718 | $17.4B | 103.26% | |
| 203 | IEFISHARES 7-10YR | 181,469 | $17.3B | 102.81% | |
| 204 | PANWPALO ALTO | 101,208 | $17.3B | 102.59% | |
| 205 | SCHFSCHWAB INTL | 870,693 | $17.2B | 102.31% | |
| 206 | MUNIPIMCO INTERMEDIATE | 328,266 | $16.9B | 100.53% | |
| 207 | DWDMORGAN STANLEY | 144,197 | $16.8B | 99.94% | |
| 208 | IBDRISHARES IBONDS | 689,450 | $16.7B | 99.16% | |
| 209 | ENBENBRIDGE INC | 376,551 | $16.7B | 99.12% | |
| 210 | CMCSACOMCAST CORP | 449,882 | $16.6B | 98.62% | |
| 211 | AFLAFLAC INC | 148,829 | $16.5B | 98.30% | |
| 212 | INTUINTUIT INC | 26,846 | $16.5B | 97.92% | |
| 213 | XTENBONDBLOXX ETF TRUST | 350,912 | $16.3B | 97.08% | |
| 214 | IBDVISHARES IBONDS | 747,346 | $16.2B | 96.43% | |
| 215 | SPLVINVESCO S&P | 215,689 | $16.1B | 95.74% | |
| 216 | FVDFIRST TRUST | 358,362 | $16.0B | 94.93% | |
| 217 | HONHONEYWELL INTL | 75,080 | $15.9B | 94.44% | |
| 218 | AVLVAVANTIS US | 241,608 | $15.8B | 93.59% | |
| 219 | DBEFDBX ETF TR | 359,640 | $15.6B | 92.51% | |
| 220 | IBDSISHARES IBONDS | 643,959 | $15.6B | 92.50% | |
| 221 | IWRISHARES RUSSELL | 182,529 | $15.5B | 92.24% | |
| 222 | FNYFIRST TRUST | 206,918 | $15.5B | 92.04% | |
| 223 | USMCPRINCIPAL US | 271,318 | $15.4B | 91.52% | |
| 224 | GSGOLDMAN SACHS | 28,015 | $15.3B | 90.92% | |
| 225 | JEPQJPMORGAN | 294,175 | $15.2B | 90.49% | |
| 226 | CRWDCROWDSTRIKE HOLDINGS | 42,950 | $15.1B | 89.96% | |
| 227 | LMTLOCKHEED MARTIN | 33,822 | $15.1B | 89.75% | |
| 228 | GDXVANECK GOLD | 359,558 | $15.1B | 89.65% | |
| 229 | XLCCOMMUNICATION SERVICES | 155,188 | $15.0B | 88.92% | |
| 230 | JEPIJPMORGAN | 261,274 | $14.9B | 88.69% | |
| 231 | COPCONOCOPHILLIPS | 141,961 | $14.9B | 88.56% | |
| 232 | VSTVISTRA CORP | 126,751 | $14.9B | 88.43% | |
| 233 | APDAIR PRODUCTS | 50,142 | $14.8B | 87.85% | |
| 234 | XLEENERGY SELECT | 156,968 | $14.7B | 87.14% | |
| 235 | CMECME GROUP | 55,161 | $14.6B | 86.93% | |
| 236 | AVUVAVANTIS U S | 167,589 | $14.6B | 86.78% | |
| 237 | ESGUISHARES ESG | 119,728 | $14.6B | 86.71% | |
| 238 | IBMOISHARES IBONDS | 569,568 | $14.6B | 86.48% | |
| 239 | DFAIDIMENSIONAL INTL | 463,844 | $14.5B | 86.05% | |
| 240 | ADBEADOBE INC | 37,218 | $14.3B | 84.80% | |
| 241 | LMBSFIRST TRUST | 289,409 | $14.2B | 84.52% | |
| 242 | WMBWILLIAMS COS | 237,957 | $14.2B | 84.48% | |
| 243 | AMTAMERICAN TOWER | 65,252 | $14.2B | 84.35% | |
| 244 | MOATVANECK MORNINGSTAR | 161,279 | $14.2B | 84.31% | |
| 245 | VXFVANGUARD EXTENDED | 82,276 | $14.2B | 84.19% | |
| 246 | BIVVANGUARD INTERMEDIATE | 184,910 | $14.2B | 84.11% | |
| 247 | XLSRSPDR SSGA | 278,772 | $14.2B | 84.08% | |
| 248 | DIVOAMPLIFY CWP | 346,251 | $14.1B | 83.86% | |
| 249 | CMICUMMINS INC | 44,903 | $14.1B | 83.61% | |
| 250 | VMBSVANGUARD MORTGAGE | 302,552 | $14.0B | 83.23% | |
| 251 | IWXISHARES RUSSELL | 170,356 | $14.0B | 83.17% | |
| 252 | BABOEING COMPANY | 82,023 | $14.0B | 83.10% | |
| 253 | IEIISHARES 3-7YR | 117,876 | $13.9B | 82.72% | |
| 254 | KLACKLA CORP | 20,354 | $13.8B | 82.19% | |
| 255 | NOBLPROSHARES S&P | 133,355 | $13.6B | 80.95% | |
| 256 | DISWALT DISNEY | 137,903 | $13.6B | 80.86% | |
| 257 | TDIVFIRST TRUST | 184,025 | $13.5B | 80.47% | |
| 258 | BILSSPDR BLOOMBERG | 135,975 | $13.5B | 80.36% | |
| 259 | RSPNINVESCO EXCHANGE TRADED FD T | 275,714 | $13.5B | 80.14% | |
| 260 | DFEMDIMENSIONAL EMERGING | 509,358 | $13.5B | 80.06% | |
| 261 | NJANINNOVATOR ETFS TRUST | 290,366 | $13.5B | 79.99% | |
| 262 | TAT&T INC | 475,426 | $13.4B | 79.87% | |
| 263 | MIGAMICROSTRATEGY INC | 46,448 | $13.4B | 79.54% | |
| 264 | JMSTJPMORGAN | 262,352 | $13.3B | 79.25% | |
| 265 | JAAAJANUS HENDERSON | 262,844 | $13.3B | 79.18% | |
| 266 | FUMBFIRST TRUST | 655,130 | $13.2B | 78.21% | |
| 267 | BXBLACKSTONE INC | 94,075 | $13.1B | 78.12% | |
| 268 | BSCQINVESCO BULLETSHARES | 674,278 | $13.1B | 78.03% | |
| 269 | MSIMOTOROLA SOLUTIONS | 29,957 | $13.1B | 77.91% | |
| 270 | MPCMARATHON PETROLEUM | 85,800 | $12.5B | 74.26% | |
| 271 | FTSLFIRST TRUST | 273,160 | $12.5B | 74.08% | |
| 272 | OKEONEOK INC | 125,445 | $12.4B | 73.94% | |
| 273 | PMBSPIMCO INVESTMENT | 128,314 | $12.4B | 73.76% | |
| 274 | BKNGBOOKING HOLDINGS | 2,665 | $12.3B | 72.94% | |
| 275 | SPTLSPDR PORTFOLIO | 448,906 | $12.2B | 72.69% | |
| 276 | SLVISHARES SILVER | 425,695 | $12.2B | 72.67% | |
| 277 | MINTPIMCO EHNANCED | 119,687 | $12.0B | 71.54% | |
| 278 | BSCRINVESCO BULLETSHARES | 614,468 | $12.0B | 71.51% | |
| 279 | DRIDARDEN RESTAURANTS | 57,674 | $12.0B | 71.18% | |
| 280 | BRK-BBERKSHIRE HATHAWAY | 15 | $12.0B | 71.15% | |
| 281 | RECSCOLUMBIA RESEARCH | 360,376 | $12.0B | 71.10% | |
| 282 | BUFDFIRST TRUST | 477,699 | $11.9B | 70.80% | |
| 283 | BLVVANGUARD LONG | 168,973 | $11.9B | 70.69% | |
| 284 | IBHHISHARES IBONDS | 507,774 | $11.9B | 70.46% | |
| 285 | HEGDSWAN HEDGED | 539,095 | $11.8B | 70.13% | |
| 286 | SCHGSCHWAB US | 469,748 | $11.8B | 69.88% | |
| 287 | PFEPFIZER INC | 462,884 | $11.7B | 69.68% | |
| 288 | MRVLMARVELL TECHNOLOGY | 188,376 | $11.6B | 68.90% | |
| 289 | BMYBRISTOL MYERS | 190,036 | $11.6B | 68.85% | |
| 290 | IAUISHARES IBONDS | 429,190 | $11.5B | 68.20% | |
| 291 | FMHIFIRST TRUST | 238,344 | $11.4B | 67.69% | |
| 292 | AQLTISHARES U S | 494,793 | $11.4B | 67.56% | |
| 293 | WMWASTE MANAGEMENT | 48,729 | $11.3B | 67.02% | |
| 294 | VVVANGUARD LARGE | 43,324 | $11.1B | 66.15% | |
| 295 | DHRDANAHER CORP | 54,299 | $11.1B | 66.13% | |
| 296 | BABAALIBABA GROUP | 83,874 | $11.1B | 65.88% | |
| 297 | MLB1MERCADOLIBRE INC | 5,651 | $11.0B | 65.49% | |
| 298 | TMOTHERMO FISHER | 21,980 | $10.9B | 64.97% | |
| 299 | SHYISHARES 1-3YR | 130,823 | $10.8B | 64.29% | |
| 300 | BSCSINVESCO BULLETSHARES | 529,192 | $10.8B | 63.97% |