NewEdge Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$19.4B
Holdings
3,995
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (3,995 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,027,238 | $511.0B | 2634.53% | |
| 2 | AAPLAPPLE INC | 2,523,030 | $506.4B | 2611.14% | |
| 3 | NVDANVIDIA CORP | 3,158,677 | $495.8B | 2556.46% | |
| 4 | IVVISHARES CORE | 650,508 | $403.9B | 2082.53% | |
| 5 | SPYSPDR S&P | 595,116 | $316.0B | 1629.54% | |
| 6 | VOOVANGUARD INDEX FDS | 531,966 | $302.2B | 1558.02% | |
| 7 | AMZNAMAZON COM | 1,362,373 | $298.9B | 1541.10% | |
| 8 | AVGOBROADCOM INC | 1,010,002 | $278.4B | 1435.48% | |
| 9 | JPMJPMORGAN CHASE | 830,470 | $240.8B | 1241.38% | |
| 10 | QUALISHARES MSCI | 1,175,664 | $214.9B | 1108.21% | |
| 11 | DYNFBLACKROCK ETF TRUST | 3,385,577 | $184.4B | 950.66% | |
| 12 | IVWISHARES S&P | 1,659,911 | $182.8B | 942.30% | |
| 13 | VUGVANGUARD GROWTH | 413,727 | $181.4B | 935.19% | |
| 14 | SPYMSPDR PORTFOLIO | 2,307,503 | $167.7B | 864.84% | |
| 15 | VTVVANGUARD INDEX FDS | 914,543 | $161.6B | 833.40% | |
| 16 | METAMETA PLATFORMS | 217,744 | $160.7B | 828.65% | |
| 17 | EFVISHARES MSCI | 2,517,628 | $159.8B | 824.03% | |
| 18 | BRK/BBERKSHIRE HATHAWAY | 327,843 | $151.1B | 779.08% | |
| 19 | IVEISHARES S&P | 711,333 | $139.0B | 716.74% | |
| 20 | VVISA INC | 387,442 | $137.6B | 709.27% | |
| 21 | IUSBISHARES CORE | 2,712,133 | $125.4B | 646.48% | |
| 22 | NDQINVESCO QQQ TR | 243,487 | $124.5B | 641.75% | |
| 23 | DFACDIMENSIONAL ETF TRUST | 3,400,504 | $121.9B | 628.39% | |
| 24 | VTIVANGUARD INDEX FDS | 396,009 | $120.4B | 620.58% | |
| 25 | VEAVANGUARD FTSE | 2,100,250 | $119.7B | 617.36% | |
| 26 | GOOGALPHABET INC | 646,988 | $114.8B | 591.76% | |
| 27 | TSLATESLA INC | 341,286 | $107.5B | 554.20% | |
| 28 | ABBVABBVIE INC | 555,573 | $103.1B | 531.72% | |
| 29 | LLYELI LILLY | 126,689 | $98.8B | 509.20% | |
| 30 | PYLDPIMCO ENHANCED | 3,640,171 | $96.6B | 498.13% | |
| 31 | IBMINTERNATIONAL BUSINESS MACHS | 320,768 | $94.6B | 487.54% | |
| 32 | IEMGISHARES CORE | 1,567,448 | $94.1B | 485.15% | |
| 33 | WMTWALMART INC | 943,850 | $92.3B | 475.85% | |
| 34 | IYWISHARES TECHNOLOGY | 517,376 | $89.6B | 462.22% | |
| 35 | GOOGLALPHABET INC | 501,801 | $88.4B | 455.96% | |
| 36 | COSTCOSTCO WHOLESALE | 87,426 | $86.5B | 446.24% | |
| 37 | AQLTISHARES CORE | 1,027,383 | $85.8B | 442.21% | |
| 38 | CATCATERPILLAR INC | 216,659 | $84.1B | 433.67% | |
| 39 | AGGISHARES CORE | 828,890 | $82.2B | 423.96% | |
| 40 | BONDPIMCO ACTIVE | 886,349 | $81.7B | 421.27% | |
| 41 | VOVANGUARD INDEX FDS | 290,919 | $81.4B | 419.74% | |
| 42 | IWFISHARES RUSSELL | 189,594 | $80.5B | 415.05% | |
| 43 | WFCWELLS FARGO | 1,002,282 | $80.3B | 414.05% | |
| 44 | HDHOME DEPOT | 216,712 | $79.5B | 409.68% | |
| 45 | BUFRFIRST TR EXCHNG TRADED FD VI | 2,495,086 | $79.3B | 409.10% | |
| 46 | XOMEXXON MOBIL | 732,847 | $79.0B | 407.33% | |
| 47 | OEFISHARES S&P | 256,235 | $78.0B | 402.09% | |
| 48 | BNDVANGUARD BD INDEX FDS | 1,047,677 | $77.1B | 397.74% | |
| 49 | THROBLACKROCK ETF TRUST | 2,159,305 | $76.8B | 396.13% | |
| 50 | BLKBLACKROCK FDG | 70,941 | $74.4B | 383.79% | |
| 51 | GQ9SPDR GOLD | 242,398 | $73.9B | 380.98% | |
| 52 | NFLXNETFLIX INC | 55,170 | $73.9B | 380.92% | |
| 53 | CVXCHEVRON CORP | 494,604 | $70.8B | 365.16% | |
| 54 | ABGCENCORA INC | 223,496 | $67.0B | 345.54% | |
| 55 | AJGARTHUR J | 209,308 | $67.0B | 345.47% | |
| 56 | VIGVANGUARD DIVIDEND | 326,402 | $66.8B | 344.45% | |
| 57 | ORCLORACLE CORP | 305,532 | $66.8B | 344.42% | |
| 58 | 4I1PHILIP MORRIS | 362,312 | $66.0B | 340.24% | |
| 59 | PLTRPALANTIR TECHNOLOGIES | 471,168 | $64.2B | 331.17% | |
| 60 | EFGISHARES MSCI | 548,610 | $61.4B | 316.81% | |
| 61 | ADPAUTOMATIC DATA | 198,395 | $61.2B | 315.47% | |
| 62 | MBBISHARES MBS | 649,770 | $61.0B | 314.55% | |
| 63 | IJRISHARES CORE | 553,404 | $60.5B | 311.85% | |
| 64 | RSPINVESCO EXCHANGE TRADED FD T | 328,181 | $59.6B | 307.53% | |
| 65 | RDVYFIRST TR EXCHANGE TRADED FD | 931,960 | $58.5B | 301.48% | |
| 66 | TJXTJX COS | 469,829 | $58.0B | 299.15% | |
| 67 | SAPSAP SE | 189,485 | $57.6B | 297.10% | |
| 68 | TLHISHARES 10-20YR | 561,108 | $57.0B | 293.94% | |
| 69 | VWOVANGUARD FSTE | 1,089,517 | $53.9B | 277.85% | |
| 70 | PULSPGIM ETF TR | 1,066,105 | $53.0B | 273.53% | |
| 71 | JNJJOHNSON & JOHNSON | 344,909 | $52.7B | 271.65% | |
| 72 | TAT&T INC | 1,818,446 | $52.6B | 271.34% | |
| 73 | TMUST-MOBILE US | 218,803 | $52.1B | 268.79% | |
| 74 | MTUMISHARES MSCI | 212,431 | $51.1B | 263.22% | |
| 75 | ITWILLINOIS TOOL | 203,763 | $50.4B | 259.77% | |
| 76 | DGRWWISDOMTREE TR | 598,854 | $50.1B | 258.57% | |
| 77 | FAIFIRST TR EXCHANGE TRADED FD | 843,902 | $50.0B | 257.85% | |
| 78 | IAU*ISHARES GOLD | 800,008 | $49.9B | 257.23% | |
| 79 | CGGRCAPITAL GROUP | 1,220,320 | $49.6B | 255.77% | |
| 80 | IQLTISHARES MSCI | 1,146,847 | $49.6B | 255.57% | |
| 81 | SPABSPDR AGGREGATE | 1,906,479 | $48.8B | 251.65% | |
| 82 | DTEDTE ENERGY | 363,924 | $48.2B | 248.55% | |
| 83 | EMBDGLOBAL X | 2,028,511 | $47.3B | 243.91% | |
| 84 | BKBANK NEW YORK | 513,123 | $46.8B | 241.05% | |
| 85 | USMVISHARES MSCI | 497,468 | $46.7B | 240.77% | |
| 86 | JPSTJ P MORGAN EXCHANGE TRADED F | 916,646 | $46.5B | 239.53% | |
| 87 | DGROISHARES CORE | 725,560 | $46.4B | 239.20% | |
| 88 | PGPROCTER & GAMBLE | 290,025 | $46.2B | 238.24% | |
| 89 | VBVANGUARD INDEX FDS | 194,596 | $46.1B | 237.77% | |
| 90 | CLCOLGATE PALMOLIVE CO | 501,412 | $45.6B | 235.00% | |
| 91 | BILSPDR BLOOMBERG | 494,824 | $45.4B | 234.03% | |
| 92 | BINCBLACKROCK ETF TRUST II | 850,016 | $44.9B | 231.58% | |
| 93 | FPEIFIRST TR EXCH TRADED FD III | 2,361,031 | $44.8B | 231.18% | |
| 94 | TSCOTRACTOR SUPPLY | 848,839 | $44.8B | 230.96% | |
| 95 | SUXTD SYNNEX | 325,159 | $44.1B | 227.51% | |
| 96 | MAMASTERCARD INC | 78,104 | $43.9B | 226.30% | |
| 97 | CGGOCAPITAL GROUP | 1,366,646 | $43.7B | 225.28% | |
| 98 | IWBISHARES RUSSELL | 123,154 | $41.8B | 215.62% | |
| 99 | IBTGISHARES TR | 1,780,749 | $40.8B | 210.53% | |
| 100 | UBERUBER TECHNOLOGIES | 431,519 | $40.3B | 207.59% |
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