Newedge Advisors, LLC Top Holdings and 13F Report (2025) About Newedge Advisors, LLCInvestment ActivityNewedge Advisors, LLC has $16.83 billion in total holdings as of March 31, 2025.Newedge Advisors, LLC owns shares of 3,959 different stocks, but just 328 companies or ETFs make up 80% of its holdings.Approximately 8.98% of the portfolio was purchased this quarter.About 4.78% of the portfolio was sold this quarter.This quarter, Newedge Advisors, LLC has purchased 3,902 new stocks and bought additional shares in 1,506 stocks.Newedge Advisors, LLC sold shares of 1,307 stocks and completely divested from 215 stocks this quarter.Largest Holdings Apple $536,763,295iShares Core S&P 500 ETF $458,667,164Microsoft $356,819,120NVIDIA $333,462,995SPDR S&P 500 ETF Trust $291,818,262 Largest New Holdings this Quarter 09789C812 - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $16,341,972 Holding09290C806 - BlackRock Future U.S. Themes ETF $7,435,909 Holding31609A206 - FIDELITY COVINGTON $3,122,646 Holding92189K105 - VANECK BITCOIN ETF $3,017,363 Holding33738D788 - FIRST TRUST $2,916,325 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 158,245 shares (about $56.53M)iShares S&P 500 Value ETF 250,790 shares (about $47.80M)iShares S&P 100 ETF 145,847 shares (about $39.50M)Berkshire Hathaway 80,966 shares (about $38.74M)iShares MSCI USA Quality Factor ETF 171,220 shares (about $29.26M) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 339,944 shares (about $33.99M)iShares MSCI EAFE Value ETF 492,674 shares (about $29.04M)DIMENSIONAL ETF TRUST 388,076 shares (about $20.63M)iShares 20+ Year Treasury Bond ETF 208,867 shares (about $19.01M)First Trust Consumer Discretionary AlphaDEX Fund 300,451 shares (about $17.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNewedge Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$536,763,295$292,767 ▲0.1%2,416,4393.2%Computer and TechnologyIVViShares Core S&P 500 ETF$458,667,164$3,712,473 ▼-0.8%816,2792.7%ETFMSFTMicrosoft$356,819,120$9,757,878 ▲2.8%950,5302.1%Computer and TechnologyNVDANVIDIA$333,462,995$9,089,720 ▲2.8%3,129,1462.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$291,818,262$56,532,824 ▲24.0%816,8491.7%FinanceVOOVanguard S&P 500 ETF$257,443,315$7,394,125 ▲3.0%500,9511.5%ETFAMZNAmazon.com$241,829,064$4,447,709 ▲1.9%1,271,0451.4%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$192,862,835$29,259,781 ▲17.9%1,128,5791.1%ETFIVWiShares S&P 500 Growth ETF$186,296,081$13,832,221 ▲8.0%2,006,8531.1%ETFAVGOBroadcom$166,293,645$1,874,542 ▼-1.1%993,2151.0%Computer and TechnologyJPMJPMorgan Chase & Co.$165,207,814$7,318,525 ▲4.6%673,4931.0%FinanceBRK.BBerkshire Hathaway$161,888,092$38,739,039 ▲31.5%338,3521.0%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$159,232,469$13,593,452 ▲9.3%3,265,6390.9%ETFVTVVanguard Value ETF$150,764,758$768,347 ▲0.5%872,7850.9%ETFVUGVanguard Growth ETF$148,824,901$3,003,264 ▼-2.0%401,3410.9%ETFIVEiShares S&P 500 Value ETF$139,861,475$47,795,609 ▲51.9%733,8720.8%ETFVVisa$132,920,428$1,223,100 ▲0.9%379,2760.8%Business ServicesSPLGSPDR Portfolio S&P 500 ETF$130,922,235$7,163,233 ▼-5.2%1,990,9110.8%ETFDFACDimensional U.S. Core Equity 2 ETF$128,346,918$17,142,695 ▼-11.8%3,890,4790.8%ETFIUSBiShares Core Total USD Bond Market ETF$127,979,670$3,058,745 ▼-2.3%2,777,3360.8%ManufacturingMETAMeta Platforms$117,403,228$4,682,896 ▲4.2%203,6990.7%Computer and TechnologyABBVAbbVie$106,862,564$2,678,290 ▲2.6%510,0360.6%MedicalVEAVanguard FTSE Developed Markets ETF$102,644,871$4,176,599 ▲4.2%2,019,3760.6%ETFQQQInvesco QQQ$102,422,611$4,010,128 ▼-3.8%236,2030.6%FinanceLLYEli Lilly and Company$100,698,426$972,098 ▲1.0%121,9240.6%MedicalEFViShares MSCI EAFE Value ETF$97,377,050$29,038,181 ▼-23.0%1,652,1400.6%ETFVTIVanguard Total Stock Market ETF$97,234,402$7,223,059 ▲8.0%353,7860.6%ETFGOOGAlphabet$94,247,422$5,546,475 ▲6.3%603,2610.6%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$88,060,408$17,825,116 ▲25.4%3,341,9510.5%ETFCVXChevron$85,703,284$3,077,632 ▼-3.5%512,3040.5%EnergyWMTWalmart$83,847,006$3,121,725 ▲3.9%955,0860.5%Retail/WholesaleXOMExxon Mobil$82,388,070$7,324,187 ▲9.8%692,7440.5%EnergyCOSTCostco Wholesale$81,814,213$2,109,101 ▲2.6%86,5040.5%Retail/WholesaleIYWiShares U.S. Technology ETF$80,846,723$6,895,163 ▲9.3%575,6690.5%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$77,771,955$3,223,208 ▼-4.0%786,2110.5%FinancePIMCO ACTIVE$76,823,105$20,501,259 ▲36.4%830,7890.5%MF Closed and MF OpenGOOGLAlphabet$76,529,929$1,978,000 ▲2.7%494,8910.5%Computer and TechnologyHDHome Depot$76,512,532$3,682,459 ▲5.1%208,7730.5%Retail/WholesaleIBMInternational Business Machines$74,569,041$6,181,678 ▲9.0%299,8840.4%Computer and TechnologyORCLOracle$74,514,352$2,939,084 ▲4.1%532,9690.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$73,553,209$2,749,971 ▲3.9%1,001,4040.4%ETFAJGArthur J. Gallagher & Co.$71,352,629$6,285,768 ▲9.7%206,6760.4%FinanceVOVanguard Mid-Cap ETF$71,312,260$2,657,833 ▲3.9%275,7420.4%ETFIWFiShares Russell 1000 Growth ETF$70,660,836$2,070,847 ▼-2.8%195,6880.4%ETFIEFAiShares Core MSCI EAFE ETF$69,821,787$903,186 ▼-1.3%922,9580.4%ETFBUFRFT Vest Laddered Buffer ETF$68,804,788$10,745,315 ▲18.5%2,317,4400.4%ETFTSLATesla$68,433,734$3,998,123 ▼-5.5%265,4250.4%Auto/Tires/TrucksCATCaterpillar$67,653,539$6,345,323 ▲10.3%205,1360.4%IndustrialsWFCWells Fargo & Company$66,567,951$1,267,309 ▼-1.9%927,2590.4%FinanceBLACKROCK FDG$64,923,302$358,708 ▲0.6%68,5960.4%Common StockUNHUnitedHealth Group$64,529,902$586,602 ▼-0.9%123,2070.4%MedicalCORCencora$62,154,647$1,089,276 ▼-1.7%223,5060.4%MedicalFVFirst Trust Dorsey Wright Focus 5 ETF$61,588,168$5,770,447 ▲10.3%1,122,6430.4%ManufacturingVIGVanguard Dividend Appreciation ETF$61,523,258$545,113 ▼-0.9%317,1460.4%ETFADPAutomatic Data Processing$60,054,167$424,380 ▲0.7%196,5580.4%Business ServicesIJRiShares Core S&P Small-Cap ETF$59,640,173$3,231,633 ▼-5.1%570,3370.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$58,259,340$22,301,620 ▲62.0%1,079,4750.3%ETFGLDSPDR Gold Shares$58,187,822$446,329 ▲0.8%201,9430.3%FinanceTMUST-Mobile US$57,488,667$1,748,546 ▼-3.0%215,5480.3%Computer and TechnologyMBBiShares MBS ETF$56,280,625$8,078,110 ▼-12.6%600,1350.3%ETFJNJJohnson & Johnson$55,360,981$6,372,414 ▲13.0%333,8210.3%MedicalEFGiShares MSCI EAFE Growth ETF$54,431,531$33,994,419 ▼-38.4%544,3150.3%ETFTJXTJX Companies$53,406,227$4,290,890 ▲8.7%438,4750.3%Retail/WholesaleRDVYFirst Trust Rising Dividend Achievers ETF$52,575,898$5,804,821 ▲12.4%898,1200.3%ManufacturingPULSPGIM Ultra Short Bond ETF$52,401,111$12,445,433 ▲31.1%1,053,7120.3%ETFSAPSAP$51,661,774$2,579,961 ▼-4.8%192,4530.3%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$49,619,931$27,053,911 ▲119.9%1,481,1820.3%ETFNFLXNetflix$49,200,569$5,386,325 ▲12.3%52,7600.3%Consumer DiscretionaryITWIllinois Tool Works$48,727,415$2,535,127 ▲5.5%196,4760.3%IndustrialsEMBDGlobal X Emerging Markets Bond ETF$48,674,060$2,852,747 ▲6.2%2,130,6220.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$48,405,665$4,840,538 ▲11.1%516,8230.3%ETFPGProcter & Gamble$48,183,933$1,992,724 ▲4.3%282,7360.3%Consumer StaplesCGGRCapital Group Growth ETF$46,885,752$3,796,044 ▲8.8%1,368,9220.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$46,822,053$4,749,831 ▲11.3%586,3020.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$46,541,749$1,603,742 ▲3.6%1,028,3200.3%ETFDTEDTE Energy$46,523,253$1,590,242 ▲3.5%336,4670.3%UtilitiesIAUiShares Gold Trust$46,238,918$15,965,822 ▲52.7%784,2400.3%FinanceTSCOTractor Supply$45,606,487$1,088,954 ▲2.4%827,6940.3%Retail/WholesaleOEFiShares S&P 100 ETF$45,454,338$39,499,853 ▲663.4%167,8330.3%ETFRSPInvesco S&P 500 Equal Weight ETF$45,368,206$697,597 ▲1.6%261,8960.3%ETFPSAPublic Storage$45,231,313$2,660,067 ▲6.2%151,1300.3%FinanceSPABSPDR Portfolio Aggregate Bond ETF$45,212,945$1,383,145 ▼-3.0%1,770,2790.3%ETFCGDVCapital Group Dividend Value ETF$44,678,412$4,880,431 ▲12.3%1,253,6040.3%ETFCLColgate-Palmolive$44,382,364$5,480,999 ▲14.1%473,6630.3%Consumer StaplesIQLTiShares MSCI Intl Quality Factor ETF$43,925,831$4,680,324 ▲11.9%1,106,7230.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$43,456,970$6,681,583 ▲18.2%214,9960.3%ETFAMATApplied Materials$43,401,719$8,246,726 ▲23.5%299,0750.3%Computer and TechnologyBINCiShares Flexible Income Active ETF$42,583,598$3,493,429 ▲8.9%812,9750.3%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$42,452,826$3,846,030 ▼-8.3%1,850,6020.3%ManufacturingDGROiShares Core Dividend Growth ETF$42,368,161$6,010,513 ▲16.5%685,7910.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$42,052,430$9,197,227 ▼-17.9%763,3400.2%ManufacturingFPEIFirst Trust Institutional Preferred Securities and Income ETF$42,030,785$3,873,206 ▲10.2%2,247,6320.2%ETFBKBank of New York Mellon$40,804,086$4,471,444 ▲12.3%486,5160.2%FinanceMAMastercard$40,242,641$2,861,163 ▼-6.6%73,4200.2%Business ServicesMCDMcDonald's$39,190,729$166,805 ▲0.4%125,4630.2%Retail/WholesaleVBVanguard Small-Cap ETF$39,116,026$34,815 ▼-0.1%176,3960.2%ETFVYMVanguard High Dividend Yield ETF$38,444,182$1,689,501 ▲4.6%298,1100.2%ETFIWBiShares Russell 1000 ETF$37,474,419$868,074 ▼-2.3%122,1700.2%ETFAVYAvery Dennison$36,818,400$3,595,703 ▲10.8%206,8800.2%IndustrialsMRKMerck & Co., Inc.$36,475,408$391,084 ▼-1.1%406,3660.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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