 |
Size ($ in 1000's)
At 09/30/2025: $22,171,661
At 06/30/2025: $19,459,368NewEdge Advisors LLC AUM history
NewEdge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from NewEdge Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 09/30/2025, below is a summary of the NewEdge Advisors LLC top holdings by largest position size, as per the latest 13f filing made by NewEdge Advisors LLC.
In the NewEdge Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by NewEdge Advisors LLC in that top holding, then the share count change between reporting periods, and finally the NewEdge Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
2,419,154 |
-103,876 |
$602,832 | | AAPL | 2,419,154 | -103,876 | $602,832 | | NVIDIA CORP |
3,266,905 |
+108,228 |
$586,165 | | NVDA | 3,266,905 | +108,228 | $586,165 | | MICROSOFT CORP |
1,072,812 |
+45,574 |
$555,663 | | MSFT | 1,072,812 | +45,574 | $555,663 | | ISHARES CORE (IVV) |
704,663 |
+54,155 |
$471,630 | | IVV | 704,663 | +54,155 | $471,630 | | SPDR S&P (SPY) |
633,401 |
+38,285 |
$421,959 | | SPY | 633,401 | +38,285 | $421,959 | | VANGUARD S&P (VOO) |
546,037 |
+14,071 |
$334,382 | | VOO | 546,037 | +14,071 | $334,382 | | BROADCOM INC |
958,589 |
-51,413 |
$316,247 | | AVGO | 958,589 | -51,413 | $316,247 | | AMAZON COM |
1,417,302 |
+54,929 |
$311,197 | | AMZN | 1,417,302 | +54,929 | $311,197 | | JPMORGAN CHASE |
848,504 |
+18,034 |
$267,643 | | JPM | 848,504 | +18,034 | $267,643 | | ISHARES U S (DYNF) |
4,358,804 |
+973,227 |
$258,041 | | DYNF | 4,358,804 | +973,227 | $258,041 | | INVESCO ADVANTAGE MUN INCOME |
358,097 |
+114,610 |
$214,991 | | QQQ | 358,097 | +114,610 | $214,991 | | ISHARES MSCI (QUAL) |
1,090,947 |
-84,717 |
$212,190 | | QUAL | 1,090,947 | -84,717 | $212,190 | | ISHARES S&P (IVW) |
1,718,950 |
+59,039 |
$207,511 | | IVW | 1,718,950 | +59,039 | $207,511 | | VANGUARD VALUE (VTV) |
1,094,798 |
+180,255 |
$204,169 | | VTV | 1,094,798 | +180,255 | $204,169 | | VANGUARD GROWTH (VUG) |
401,968 |
-11,759 |
$192,788 | | VUG | 401,968 | -11,759 | $192,788 |  BERKSHIRE HATHAWAY |
|
|
$172,234 | | BRK.B | 315,586 | -12,257 | $158,658 | | BRK.A | 18 | +1 | $13,576 | | META PLATFORMS |
233,829 |
+16,085 |
$171,718 | | META | 233,829 | +16,085 | $171,718 | | SPDR PORTFOLIO (SPLG) |
2,167,098 |
-140,405 |
$169,770 | | SPLG | 2,167,098 | -140,405 | $169,770 | | ALPHABET INC |
626,465 |
-20,523 |
$152,576 | | GOOG | 626,465 | -20,523 | $152,576 | | TESLA INC |
343,073 |
+1,787 |
$151,326 | | TSLA | 343,073 | +1,787 | $151,326 | | ISHARES MSCI (EFV) |
2,226,266 |
-291,362 |
$151,008 | | EFV | 2,226,266 | -291,362 | $151,008 | | ISHARES S&P (OEF) |
443,328 |
+187,093 |
$147,557 | | OEF | 443,328 | +187,093 | $147,557 | | ISHARES S&P (IVE) |
703,676 |
-7,657 |
$145,316 | | IVE | 703,676 | -7,657 | $145,316 | | ABBVIE INC |
581,192 |
+25,619 |
$134,569 | | ABBV | 581,192 | +25,619 | $134,569 | | ISHARES CORE (IEMG) |
2,028,701 |
+461,253 |
$133,732 | | IEMG | 2,028,701 | +461,253 | $133,732 | | VISA INC |
385,069 |
-2,373 |
$131,455 | | V | 385,069 | -2,373 | $131,455 | | ALPHABET INC |
540,603 |
+38,802 |
$131,421 | | GOOGL | 540,603 | +38,802 | $131,421 | | VANGUARD TOTAL (VTI) |
399,717 |
+3,708 |
$131,176 | | VTI | 399,717 | +3,708 | $131,176 | | VANGUARD FTSE (VEA) |
2,161,769 |
+61,519 |
$129,533 | | VEA | 2,161,769 | +61,519 | $129,533 | | PIMCO ENHANCED |
4,669,699 |
+1,029,528 |
$125,335 | | PYLD | 4,669,699 | +1,029,528 | $125,335 | | ISHARES CORE (IUSB) |
2,626,577 |
-85,556 |
$122,687 | | IUSB | 2,626,577 | -85,556 | $122,687 | | DIMENSIONAL US |
3,114,637 |
-285,867 |
$120,132 | | DFAC | 3,114,637 | -285,867 | $120,132 | | ISHARES U S (THRO) |
3,124,101 |
+964,796 |
$118,278 | | THRO | 3,124,101 | +964,796 | $118,278 | | ISHARES CORE (IEFA) |
1,195,152 |
+167,769 |
$104,349 | | IEFA | 1,195,152 | +167,769 | $104,349 | | INTL BUSINESS |
359,109 |
+38,341 |
$101,326 | | IBM | 359,109 | +38,341 | $101,326 | | CATERPILLAR INC |
209,753 |
-6,906 |
$100,083 | | CAT | 209,753 | -6,906 | $100,083 | | ISHARES 10 20YR (TLH) |
963,262 |
+402,154 |
$99,206 | | TLH | 963,262 | +402,154 | $99,206 | | WALMART INC |
961,086 |
+17,236 |
$99,049 | | WMT | 961,086 | +17,236 | $99,049 | | ELI LILLY |
126,500 |
-189 |
$96,520 | | LLY | 126,500 | -189 | $96,520 | | PIMCO ACTIVE |
983,061 |
+96,712 |
$91,769 | | BOND | 983,061 | +96,712 | $91,769 | | ISHARES A I (BAI) |
2,682,911 |
+1,660,253 |
$91,648 | | BAI | 2,682,911 | +1,660,253 | $91,648 | | ISHARES RUSSELL (IWF) |
193,154 |
+3,560 |
$90,475 | | IWF | 193,154 | +3,560 | $90,475 | | ORACLE CORP |
317,706 |
+12,174 |
$89,351 | | ORCL | 317,706 | +12,174 | $89,351 | | WELLS FARGO |
|
|
$88,600 | | WFC | 1,055,655 | +53,373 | $88,485 | | WFC.PRL | 93 | UNCH | $115 | | HOME DEPOT |
216,678 |
-34 |
$87,796 | | HD | 216,678 | -34 | $87,796 | | ISHARES CORE (AGG) |
874,721 |
+45,831 |
$87,691 | | AGG | 874,721 | +45,831 | $87,691 | | SPDR GOLD (GLD) |
244,916 |
+2,518 |
$87,060 | | GLD | 244,916 | +2,518 | $87,060 | | EXXON MOBIL |
766,086 |
+33,239 |
$86,376 | | XOM | 766,086 | +33,239 | $86,376 | | PALANTIR TECHNOLOGIES |
467,791 |
-3,377 |
$85,335 | | PLTR | 467,791 | -3,377 | $85,335 | | ISHARES GOLD (IAU) |
1,169,539 |
+369,531 |
$85,107 | | IAU | 1,169,539 | +369,531 | $85,107 |
See Full List: All Stocks Held By NewEdge Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By NewEdge Advisors LLC
|
|
