NewEdge Advisors, LLC Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$22.0B
Holdings
4,099
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (4,099 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IYWISHARES TECHNOLOGY | 217,791 | $42.7B | 193.92% | |
| 102 | IAGGISHARES CORE | 824,904 | $42.3B | 192.12% | |
| 103 | IWYISHARES RUSSELL | 153,915 | $42.1B | 191.48% | |
| 104 | VONGVANGUARD RUSSELL | 345,166 | $41.6B | 189.08% | |
| 105 | GEGE AEROSPACE | 138,223 | $41.6B | 189.03% | |
| 106 | SPABSPDR AGGREGATE | 1,595,766 | $41.3B | 187.53% | |
| 107 | VOTVANGUARD MID | 139,941 | $41.1B | 186.90% | |
| 108 | ETNEATON CORP | 108,858 | $40.7B | 185.21% | |
| 109 | BILSPDR BLOOMBERG | 429,210 | $39.4B | 179.02% | |
| 110 | QQQMINVESCO NASDAQ | 157,093 | $38.8B | 176.48% | |
| 111 | VTEBVANGUARD MUNICIPAL | 774,755 | $38.8B | 176.35% | |
| 112 | DFAIDIMENSIONAL INTL | 1,037,653 | $37.7B | 171.47% | |
| 113 | UNHUNITEDHEALTH GROUP | 108,795 | $37.6B | 170.78% | |
| 114 | BACBANK AMERICA | 716,799 | $37.0B | 168.11% | |
| 115 | WCMIFIRST TRUST | 2,145,150 | $36.2B | 164.52% | |
| 116 | JEPIJPMORGAN | 632,388 | $36.1B | 164.16% | |
| 117 | SPEMSPDR EMERGING | 764,731 | $35.8B | 162.74% | |
| 118 | CGDGCAPITAL GROUP | 844,309 | $35.5B | 161.32% | |
| 119 | CSCOCISCO SYSTEMS | 518,334 | $35.5B | 161.22% | |
| 120 | CGUSCAPITAL GROUP | 892,370 | $35.3B | 160.41% | |
| 121 | SDVYFIRST TRUST | 917,571 | $34.9B | 158.59% | |
| 122 | DONSPDR DOW | 75,088 | $34.8B | 158.30% | |
| 123 | UBERUBER TECHNOLOGIES | 355,251 | $34.8B | 158.22% | |
| 124 | BNDXVANGUARD TOTAL | 703,430 | $34.8B | 158.17% | |
| 125 | VBKVANGUARD SMALL | 114,527 | $34.1B | 154.96% | |
| 126 | SPYGSPDR PORTFOLIO | 325,725 | $34.0B | 154.76% | |
| 127 | MINTPIMCO EHNANCED | 336,359 | $33.9B | 153.97% | |
| 128 | VOEVANGUARD MID | 193,854 | $33.8B | 153.85% | |
| 129 | EYLDCAMBRIA EMERGING | 903,321 | $33.6B | 152.76% | |
| 130 | HEGDSWAN HEDGED | 1,341,774 | $33.4B | 152.01% | |
| 131 | AMDADVANCED MICRO | 202,625 | $32.8B | 149.03% | |
| 132 | MCDMCDONALDS CORP | 107,365 | $32.6B | 148.33% | |
| 133 | GBILGOLDMAN SACHS | 323,524 | $32.4B | 147.42% | |
| 134 | XLFFINANCIAL SELECT | 601,091 | $32.4B | 147.21% | |
| 135 | ITA*ISHARES AEROSPACE | 154,564 | $32.3B | 147.04% | |
| 136 | VCITVANGUARD INTERMEDIATE | 383,058 | $32.2B | 146.47% | |
| 137 | VIGIVANGUARD INTERNATIONAL | 357,257 | $32.0B | 145.47% | |
| 138 | XLKTECHNOLOGY SELECT | 112,628 | $31.7B | 144.32% | |
| 139 | FELCFIDELITY ENHANCED | 851,231 | $31.7B | 144.23% | |
| 140 | RTXRTX CORPORATION | 189,471 | $31.7B | 144.13% | |
| 141 | XMHQINVESCO S&P | 301,634 | $31.7B | 143.93% | |
| 142 | IBITISHARES BITCOIN | 743,994 | $31.6B | 143.85% | |
| 143 | GEVGE VERNOVA | 51,366 | $31.6B | 143.59% | |
| 144 | USMCPRINCIPAL US | 459,273 | $31.3B | 142.34% | |
| 145 | SPYVSPDR PORTFOLIO | 564,044 | $31.2B | 141.88% | |
| 146 | BACVERIZON COMMUNICATIONS | 694,968 | $30.5B | 138.85% | |
| 147 | VBRVANGUARD SMALL | 144,361 | $30.1B | 136.97% | |
| 148 | JEPQJPMORGAN | 523,474 | $30.1B | 136.88% | |
| 149 | COWZPACER US | 523,554 | $30.1B | 136.79% | |
| 150 | BSVVANGUARD SHORT | 372,835 | $29.4B | 133.75% | |
| 151 | AMATAPPLIED MATERIALS | 142,494 | $29.2B | 132.63% | |
| 152 | XLVHEALTHCARE SELECT | 208,387 | $29.0B | 131.84% | |
| 153 | PEPPEPSICO INC | 205,607 | $28.9B | 131.27% | |
| 154 | DFICDIMENSIONAL INTL | 877,262 | $28.8B | 130.77% | |
| 155 | MRKMERCK & COMPANY | 341,158 | $28.6B | 130.17% | |
| 156 | VGTVANGUARD INFORMATION | 37,624 | $28.1B | 127.71% | |
| 157 | IBTHISHARES IBONDS | 1,246,518 | $28.1B | 127.62% | |
| 158 | BUFQFIRST TRUST | 804,191 | $28.0B | 127.37% | |
| 159 | IJHISHARES CORE | 427,747 | $27.9B | 126.90% | |
| 160 | ITOTISHARES CORE | 191,330 | $27.9B | 126.69% | |
| 161 | DUHPDIMENSIONAL US | 730,676 | $27.6B | 125.46% | |
| 162 | ABTABBOTT LABORATORIES | 202,666 | $27.1B | 123.40% | |
| 163 | JQUAJPMORGAN US | 421,755 | $26.5B | 120.62% | |
| 164 | DIVIFRANKLIN INTL | 699,613 | $26.1B | 118.66% | |
| 165 | FTCSFIRST TR EXCHANGE-TRADED FD | 193,873 | $25.9B | 117.76% | |
| 166 | GSGOLDMAN SACHS | 32,432 | $25.8B | 117.41% | |
| 167 | IWMISHARES RUSSELL | 106,691 | $25.8B | 117.36% | |
| 168 | EFGISHARES MSCI | 225,913 | $25.7B | 116.96% | |
| 169 | SCHDSCHWAB US | 941,057 | $25.7B | 116.79% | |
| 170 | MOATVANECK MORNINGSTAR | 258,173 | $25.6B | 116.32% | |
| 171 | SYFIAB SHORT | 700,621 | $25.3B | 115.08% | |
| 172 | XLCCOMMUNICATION SERVICES | 212,255 | $25.1B | 114.22% | |
| 173 | AMGNAMGEN INC | 88,768 | $25.1B | 113.88% | |
| 174 | IEFISHARES 7-10YR | 259,354 | $25.0B | 113.73% | |
| 175 | QGROAMERICAN CENTURY | 216,578 | $24.8B | 112.64% | |
| 176 | NOWSERVICENOW INC | 26,832 | $24.7B | 112.26% | |
| 177 | NEENEXTERA ENERGY | 326,306 | $24.6B | 111.98% | |
| 178 | SCHGSCHWAB US | 769,125 | $24.5B | 111.57% | |
| 179 | DWDMORGAN STANLEY | 154,394 | $24.5B | 111.57% | |
| 180 | EOSEEOS ENERGY | 2,145,274 | $24.4B | 111.08% | |
| 181 | FXUFIRST TRUST | 530,943 | $24.1B | 109.70% | |
| 182 | IBDWISHARES IBONDS | 1,136,720 | $24.1B | 109.66% | |
| 183 | SPDWSPDR DEVELOPED | 557,334 | $23.8B | 108.42% | |
| 184 | DUKDUKE ENERGY | 192,667 | $23.8B | 108.39% | |
| 185 | STIPISHARES 0-5 | 230,204 | $23.8B | 108.17% | |
| 186 | FNYFIRST TRUST | 259,716 | $23.8B | 108.17% | |
| 187 | FXRFIRST TRUST | 304,378 | $23.8B | 108.01% | |
| 188 | ENBENBRIDGE INC | 468,675 | $23.6B | 107.51% | |
| 189 | SLQDISHARES | 462,480 | $23.5B | 106.87% | |
| 190 | AXPAMERICAN EXPRESS | 70,469 | $23.4B | 106.41% | |
| 191 | VSTVISTRA CORP | 118,353 | $23.2B | 105.41% | |
| 192 | DFSVDIMENSIONAL US | 727,889 | $23.2B | 105.36% | |
| 193 | MUNIPIMCO INTERMEDIATE | 440,622 | $23.0B | 104.72% | |
| 194 | LOWLOWES COMPANIES | 91,481 | $23.0B | 104.51% | |
| 195 | CGCBCAPITAL GROUP | 860,530 | $22.9B | 103.98% | |
| 196 | LINLINDE PLC | 48,137 | $22.9B | 103.95% | |
| 197 | CRWDCROWDSTRIKE HOLDINGS | 46,614 | $22.9B | 103.92% | |
| 198 | IWDISHARES RUSSELL | 111,457 | $22.7B | 103.16% | |
| 199 | KOCOCA COLA COMPANY | 339,566 | $22.5B | 102.38% | |
| 200 | TDIVFIRST TRUST | 227,704 | $22.4B | 102.06% |