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NewEdge Advisors, LLC

Q1 2026 13F Holdings

  • Location
    new orleans, LA
  • Num holdings

    1,217

  • Value ($000)

    $2,159,826

  • Date Filed
    05/18/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$113.44M
5 %

433,978

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$104.19M
5 %

432,004

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$65.76M
3 %

810,598

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$63.1M
3 %

3,343,664

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$54.26M
3 %

2,074,082

C
CSCO

CISCO SYS INC

COM
17275R102
$38.42M
2 %

1,998,166

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$34.88M
2 %

474,198

E
EMR

EMERSON ELEC CO

COM
291011104
$34.45M
2 %

159,824

B
BTHM

BLACKROCK ETF TRUST

ISHARES US THEMA
09290C806
$32.66M
2 %

3,057,970

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A649
$30.26M
1 %

537,138

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