NewEdge Advisors, LLC

Q1 2025 13F Holdings

  • Location
    new orleans, LA
  • Num holdings

    3,959

  • Value ($000)

    $16,833,614

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001633516
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COMMON STOCK
037833100
$536.76M
3 %

2,416,439

IVV
IVV

ISHARES CORE

MF CLOSED AND MF OPEN
464287200
$458.67M
3 %

816,279

MSFT
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$356.82M
2 %

950,530

NVDA
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$333.46M
2 %

3,129,146

SPY
SPY

SPDR S&P

MF CLOSED AND MF OPEN
78462F103
$291.82M
2 %

816,849

VOO
VOO

VANGUARD S&P

MF CLOSED AND MF OPEN
922908363
$257.44M
2 %

500,951

AMZN
AMZN

AMAZON COM

COMMON STOCK
023135106
$241.83M
1 %

1,271,045

QUAL
QUAL

ISHARES MSCI

MF CLOSED AND MF OPEN
46432F339
$192.86M
1 %

1,128,579

IVW
IVW

ISHARES S&P

MF CLOSED AND MF OPEN
464287309
$186.30M
1 %

2,006,853

AVGO
AVGO

BROADCOM INC

COMMON STOCK
11135F101
$166.29M
1 %

993,215

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