NewEdge Advisors, LLC
CIK: 1633516SEC EDGAR →
Portfolio Value
$1.4T
Holdings
1,217
As of
Q1 2026
New Positions
1,217
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 810,598 | $65.8B | 4.70% |
| 2 | BLACKROCK ETF TRUST | 3,343,664 | $63.1B | 4.51% |
| 3 | SPDR SERIES TRUST | 2,074,082 | $54.3B | 3.88% |
| 4 | CISCO SYS INC | 1,998,166 | $38.4B | 2.75% |
| 5 | J P MORGAN EXCHANGE TRADED F | 474,198 | $34.9B | 2.49% |
| 6 | BLACKROCK ETF TRUST | 3,057,970 | $32.7B | 2.33% |
| 7 | SPDR SERIES TRUST | 537,138 | $30.3B | 2.16% |
| 8 | BLACKROCK ETF TRUST | 2,447,558 | $30.2B | 2.16% |
| 9 | VANGUARD BD INDEX FDS | 607,474 | $28.6B | 2.04% |
| 10 | FIRST TR EXCH TRADED FD III | 793,314 | $27.3B | 1.95% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 785 | $1.2T | 84.4% |
| Unknown | 142 | $83.9B | 6.0% |
| Technology | 111 | $52.7B | 3.8% |
| Industrials | 45 | $18.9B | 1.4% |
| Energy | 19 | $15.8B | 1.1% |
| Consumer Defensive | 15 | $13.5B | 1.0% |
| Healthcare | 36 | $11.9B | 0.8% |
| Utilities | 6 | $11.0B | 0.8% |
| Basic Materials | 11 | $3.8B | 0.3% |
| Communication Services | 8 | $2.9B | 0.2% |
| Consumer Cyclical | 21 | $2.2B | 0.2% |
| Real Estate | 18 | $1.8B | 0.1% |