NewEdge Advisors, LLC

Q2 2025 13F Holdings

  • Location
    new orleans, LA
  • Num holdings

    3,995

  • Value ($000)

    $19,394,689

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$510.96M
3 %

1,027,238

AAPL
AAPL

APPLE INC

COM
037833100
$506.42M
3 %

2,523,030

NVDA
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$495.82M
3 %

3,158,677

IVV
IVV

ISHARES CORE

MF CLOSED AND MF OPEN
464287200
$403.90M
2 %

650,508

SPY
SPY

SPDR S&P

MF CLOSED AND MF OPEN
78462F103
$316.04M
2 %

595,116

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$302.17M
2 %

531,966

AMZN
AMZN

AMAZON COM

COMMON STOCK
023135106
$298.89M
2 %

1,362,373

AVGO
AVGO

BROADCOM INC

COM
11135F101
$278.41M
1 %

1,010,002

JPM
JPM

JPMORGAN CHASE

COMMON STOCK
46625H100
$240.76M
1 %

830,470

QUAL
QUAL

ISHARES MSCI

MF CLOSED AND MF OPEN
46432F339
$214.93M
1 %

1,175,664

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