NewEdge Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$16.8B
Holdings
3,959
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (3,959 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | IBMQISHARES IBONDS | 425,352 | $10.8B | 63.90% | |
| 302 | ZALTINNOVATOR ETFS TRUST | 358,355 | $10.7B | 63.37% | |
| 303 | GILDGILEAD SCIENCES | 94,586 | $10.6B | 62.96% | |
| 304 | AVDEAVANTIS INTL | 159,562 | $10.6B | 62.82% | |
| 305 | JCIJOHNSON CONTROLS | 131,599 | $10.5B | 62.63% | |
| 306 | STIPISHARES 0-5 | 100,698 | $10.4B | 61.89% | |
| 307 | AQLTISHARES SELECT | 77,552 | $10.4B | 61.87% | |
| 308 | TXNTEXAS INSTRUMENTS | 57,872 | $10.4B | 61.78% | |
| 309 | ETENERGY TRANSFER | 559,157 | $10.4B | 61.75% | |
| 310 | SCHXSCHWAB US | 469,346 | $10.4B | 61.56% | |
| 311 | QEFASPDR INDEX | 131,179 | $10.4B | 61.53% | |
| 312 | GSCGOLDMAN SACHS ETF TR | 221,563 | $10.3B | 61.36% | |
| 313 | ISRGINTUITIVE SURGICAL | 20,815 | $10.3B | 61.24% | |
| 314 | SBUXSTARBUCKS CORP | 104,732 | $10.3B | 61.03% | |
| 315 | SHVISHARES SHORT | 92,891 | $10.3B | 60.95% | |
| 316 | VEUVANGUARD FTSE | 168,981 | $10.3B | 60.89% | |
| 317 | IBITISHARES BITCOIN | 315,832 | $10.2B | 60.54% | |
| 318 | UPSUNITED PARCEL | 91,951 | $10.1B | 60.08% | |
| 319 | MCKMCKESSON CORP | 14,989 | $10.1B | 59.93% | |
| 320 | VGTVANGUARD INFORMATION | 18,565 | $10.1B | 59.82% | |
| 321 | PSXPHILLIPS 66 | 81,525 | $10.1B | 59.80% | |
| 322 | UCONFIRST TRUST | 403,003 | $10.0B | 59.25% | |
| 323 | SPGIS&P GLOBAL | 19,616 | $10.0B | 59.21% | |
| 324 | CWISPDR MSCI | 336,594 | $10.0B | 59.15% | |
| 325 | XLFISECTOR CONSUMER | 121,579 | $9.9B | 58.99% | |
| 326 | BSCPINVESCO BULLETSHARES | 476,856 | $9.9B | 58.58% | |
| 327 | ANETARISTA NETWORKS | 127,146 | $9.9B | 58.52% | |
| 328 | RSPFINVESCO S&P | 135,740 | $9.8B | 58.49% | |
| 329 | SYKSTRYKER CORP | 26,440 | $9.8B | 58.47% | |
| 330 | PDPINVESCO DORSEY | 98,118 | $9.8B | 58.27% | |
| 331 | VNQVANGUARD REAL | 107,874 | $9.8B | 58.02% | |
| 332 | FSIGFIRST TRUST | 514,983 | $9.8B | 57.94% | |
| 333 | CEGCONSTELLATION ENERGY | 48,372 | $9.8B | 57.94% | |
| 334 | BSXBOSTON SCIENTIFIC | 95,786 | $9.7B | 57.40% | |
| 335 | SCHBSCHWAB US | 448,360 | $9.7B | 57.34% | |
| 336 | IBMPISHARES IBONDS | 379,415 | $9.6B | 56.98% | |
| 337 | KKRKKR & CO | 82,618 | $9.6B | 56.74% | |
| 338 | ARESARES MANAGEMENT | 64,971 | $9.5B | 56.59% | |
| 339 | SPMDSPDR PORTFOLIO | 185,992 | $9.5B | 56.55% | |
| 340 | DISVDIMENSIONAL INTL | 322,274 | $9.4B | 55.75% | |
| 341 | EPDENTERPRISE PRODUCTS | 273,226 | $9.3B | 55.41% | |
| 342 | ACWXISHARES MSCI | 167,752 | $9.3B | 55.26% | |
| 343 | GDGENERAL DYNAMICS | 34,074 | $9.3B | 55.17% | |
| 344 | FLRTPACER PACIFIC | 196,501 | $9.3B | 54.97% | |
| 345 | TRVCCITIGROUP INC | 130,167 | $9.2B | 54.89% | |
| 346 | MDLZMONDELEZ INTERNATIONAL | 135,903 | $9.2B | 54.78% | |
| 347 | VCLTVANGUARD LONG | 121,003 | $9.2B | 54.57% | |
| 348 | XLIINDUSTRIAL SELECT | 69,698 | $9.1B | 54.27% | |
| 349 | BSCTINVESCO BULLETSHARES | 489,617 | $9.1B | 53.90% | |
| 350 | AVEMAVANTIS EMERGING | 149,863 | $9.0B | 53.57% | |
| 351 | ETRENTERGY CORP | 105,184 | $9.0B | 53.42% | |
| 352 | SGOLABRDN STANDARD | 299,418 | $8.9B | 53.04% | |
| 353 | DIHPDIMENSIONAL INTL | 331,083 | $8.9B | 52.99% | |
| 354 | AVDVAVANTIS INTL | 127,479 | $8.9B | 52.81% | |
| 355 | GEVGE VERNOVA | 29,078 | $8.9B | 52.73% | |
| 356 | VFMVVANGUARD US | 69,505 | $8.8B | 52.33% | |
| 357 | IGVISHARES EXPANDED | 98,311 | $8.7B | 51.97% | |
| 358 | XLUUTILITIES SELECT | 109,683 | $8.6B | 51.38% | |
| 359 | USFRWISDOMTREE FLOATING | 171,725 | $8.6B | 51.34% | |
| 360 | PFFISHARES PFD | 280,494 | $8.6B | 51.20% | |
| 361 | NVSNNOVARTIS AG | 77,088 | $8.6B | 51.05% | |
| 362 | SDYSPDR SERIES | 63,031 | $8.6B | 50.80% | |
| 363 | SGOVISHARES 0-3 | 83,854 | $8.4B | 50.15% | |
| 364 | KNGFIRST TRUST | 166,756 | $8.4B | 50.05% | |
| 365 | VXUSVANGUARD TOTAL | 135,059 | $8.4B | 49.82% | |
| 366 | VYMIVANGUARD INTL | 113,752 | $8.4B | 49.80% | |
| 367 | MRSHMARSH & MCLENNAN | 34,212 | $8.3B | 49.60% | |
| 368 | PHPARKER-HANNIFIN CORP | 13,677 | $8.3B | 49.39% | |
| 369 | DEDEERE & CO | 17,691 | $8.3B | 49.32% | |
| 370 | TOTLSPDR DOUBLELINE | 203,036 | $8.2B | 48.60% | |
| 371 | SHOPSHOPIFY INC | 83,538 | $8.0B | 47.37% | |
| 372 | AVUSAVANTIS U S | 86,142 | $8.0B | 47.27% | |
| 373 | CIBRFIRST TRUST | 125,545 | $7.9B | 46.99% | |
| 374 | SPHQINVESCO S&P | 118,995 | $7.9B | 46.89% | |
| 375 | SCHWSCHWAB CHARLES | 100,337 | $7.9B | 46.66% | |
| 376 | TFCTRUIST FINANCIAL | 190,719 | $7.8B | 46.62% | |
| 377 | IBMSISHARES IBONDS | 342,250 | $7.8B | 46.54% | |
| 378 | FDNIFIRST TRUST | 252,415 | $7.8B | 46.44% | |
| 379 | IWOISHARES RUSSELL | 30,574 | $7.8B | 46.41% | |
| 380 | EFAISHARES MSCI | 95,369 | $7.8B | 46.30% | |
| 381 | SHELSHELL PLC | 104,983 | $7.7B | 45.70% | |
| 382 | FCXFREEPORT MCMORAN | 202,550 | $7.7B | 45.55% | |
| 383 | MARMARRIOTT INTL | 32,141 | $7.7B | 45.48% | |
| 384 | ICVTISHARES CONV | 91,236 | $7.6B | 45.32% | |
| 385 | XLGINVESCO S&P | 165,679 | $7.6B | 45.29% | |
| 386 | KMIKINDER MORGAN | 265,290 | $7.6B | 44.96% | |
| 387 | SPHYSPDR HIGH | 322,580 | $7.6B | 44.88% | |
| 388 | IWPISHARES RUSSELL | 63,441 | $7.5B | 44.28% | |
| 389 | THROBLACKROCK ETF TRUST | 234,645 | $7.4B | 44.17% | |
| 390 | EMQQEMQQ EMERGING | 194,039 | $7.4B | 43.99% | |
| 391 | BUFSFIRST TR EXCHNG TRADED FD VI | 364,899 | $7.4B | 43.90% | |
| 392 | SNOWSNOWFLAKE INC | 50,425 | $7.4B | 43.78% | |
| 393 | HWMHOWMET AEROSPACE | 56,791 | $7.4B | 43.77% | |
| 394 | FSMBFIRST TRUST | 370,242 | $7.4B | 43.70% | |
| 395 | MMM3M COMPANY | 49,992 | $7.3B | 43.61% | |
| 396 | FASTFASTENAL CO | 94,615 | $7.3B | 43.59% | |
| 397 | OREALTY INCOME | 126,183 | $7.3B | 43.48% | |
| 398 | IGIBISHARES 5-10 YEAR | 138,642 | $7.3B | 43.26% | |
| 399 | EMLCVANECK JPM | 303,452 | $7.2B | 43.01% | |
| 400 | MUMICRON TECHNOLOGY INC | 83,010 | $7.2B | 42.85% |