Notify me when NewEdge Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 4,214 | $27,378,855,406 | +$6,211,863,158 | -$940,051,955 | +$5,271,811,203 | AAPL, MSFT, NVDA, IVV, AMZN | 13F-HR | 18 Feb 2026, 14:56 |
| Q3 2025 | 4,098 | $21,994,947,792 | +$2,242,816,335 | -$928,755,422 | +$1,314,060,913 | AAPL, NVDA, MSFT, IVV, SPY | 13F-HR | 14 Nov 2025, 20:54 |
| Q2 2025 | 3,990 | $19,394,301,875 | +$2,096,357,716 | -$1,093,774,039 | +$1,002,583,677 | MSFT, AAPL, NVDA, IVV, SPY | 13F-HR | 14 Aug 2025, 10:02 |
| Q1 2025 | 3,956 | $16,833,193,604 | +$1,510,734,235 | -$803,962,707 | +$706,771,528 | AAPL, IVV, MSFT, NVDA, SPY | 13F-HR | 15 May 2025, 11:42 |
| Q4 2024 | 3,899 | $16,632,868,153 | +$1,922,550,108 | -$680,329,922 | +$1,242,220,186 | AAPL, IVV, NVDA, MSFT, SPY | 13F-HR | 13 Feb 2025, 17:29 |
| Q3 2024 | 3,802 | $15,408,962,903 | +$1,703,572,400 | -$618,143,602 | +$1,085,428,798 | AAPL, IVV, MSFT, NVDA, SPY | 13F-HR | 14 Nov 2024, 11:24 |
| Q2 2024 | 3,782 | $13,430,580,391 | +$2,603,699,653 | -$390,328,346 | +$2,213,371,307 | AAPL, IVV, NVDA, MSFT, VOO | 13F-HR | 15 Aug 2024, 17:55 |
| Q1 2024 | 3,822 | $11,439,905,325 | +$1,205,987,263 | -$952,132,810 | +$253,854,453 | AAPL, IVV, MSFT, NVDA, VOO | 13F-HR | 14 May 2024, 07:55 |
| Q4 2023 | 3,744 | $10,522,019,599 | +$1,449,183,697 | -$876,227,021 | +$572,956,676 | AAPL, IVV, MSFT, SPY, VOO | 13F-HR | 13 Feb 2024, 10:51 |
| Q3 2023 | 3,454 | $9,096,616,184 | +$1,102,191,711 | -$536,503,228 | +$565,688,483 | AAPL, IVV, MSFT, VOO, SPY | 13F-HR | 14 Nov 2023, 15:25 |
| Q2 2023 | 3,477 | $8,849,125,315 | +$995,906,192 | -$565,241,989 | +$430,664,203 | AAPL, IVV, MSFT, SPY, VOO | 13F-HR | 14 Aug 2023, 15:53 |
| Q1 2023 | 3,415 | $7,998,479,108 | +$345,371,610 | -$264,113,190 | +$81,258,420 | AAPL, IVV, MSFT, SPY, VOO | 13F-HR | 12 May 2023, 08:54 |
| Q4 2022 | 4,072 | $1,263,944,446 | $0 | $0 | $0 | DGRO, SPTI, ISTB, VB, MGK | 13F-HR | 14 Feb 2023, 06:01 |
| Q3 2022 | 1,520 | $6,085,892,000 | +$1,025,367,231 | -$406,542,619 | +$618,824,612 | AAPL, IVV, MSFT, VOO, SPY | 13F-HR | 14 Nov 2022, 09:40 |
| Q2 2022 | 1,554 | $5,838,709,000 | +$1,394,687,377 | -$516,760,628 | +$877,926,749 | IVV, MSFT, SPY, VOO, AGG | 13F-HR | 09 Aug 2022, 11:26 |
| Q1 2022 | 1,140 | $5,780,748,000 | +$768,440,202 | -$1,341,354,643 | -$572,914,441 | IVV, VOO, SPY, ESGU, AGG | 13F-HR | 13 May 2022, 11:05 |
| Q4 2021 | 1,631 | $6,632,116,000 | +$2,476,021,877 | -$209,747,739 | +$2,266,274,138 | AAPL, IVV, MSFT, VOO, SPY | 13F-HR | 17 Feb 2022, 14:07 |
| Q3 2021 | 1,129 | $4,042,606,000 | +$674,092,129 | -$338,885,891 | +$335,206,238 | IVV, AAPL, MSFT, VOO, ESGU | 13F-HR | 29 Oct 2021, 15:17 |
| Q2 2021 | 1,131 | $3,758,417,000 | +$453,045,234 | -$249,351,547 | +$203,693,687 | IVV, AAPL, MSFT, VOO, SPY | 13F-HR | 22 Jul 2021, 14:03 |
| Q1 2021 | 1,028 | $3,356,903,000 | +$568,039,027 | -$394,419,751 | +$173,619,276 | IVV, AAPL, MSFT, VOO, SPY | 13F-HR | 23 Apr 2021, 18:08 |
| Q4 2020 | 972 | $3,050,386,000 | +$452,561,614 | -$514,143,324 | -$61,581,710 | IVV, AAPL, MSFT, SPY, VOO | 13F-HR | 27 Jan 2021, 14:47 |
| Q3 2020 | 921 | $2,833,456,000 | +$463,806,661 | -$253,931,394 | +$209,875,267 | IVV, AAPL, MSFT, AMZN, SPY | 13F-HR | 03 Nov 2020, 16:47 |
| Q2 2020 | 856 | $2,558,610,000 | +$496,035,688 | -$324,870,062 | +$171,165,626 | IVV, MSFT, AAPL, VOO, AMZN | 13F-HR | 28 Jul 2020, 21:53 |
| Q1 2020 | 791 | $2,075,951,000 | +$253,715,334 | -$260,748,829 | -$7,033,495 | IVV, BRKR, MSFT, AAPL, VOO | 13F-HR | 04 May 2020, 12:28 |
| Q4 2019 | 814 | $2,513,781,000 | +$243,153,488 | -$110,202,741 | +$132,950,747 | BRKR, IVV, MSFT, AAPL, VOO | 13F-HR | 30 Jan 2020, 20:47 |
| Q3 2019 | 815 | $2,248,472,000 | +$681,978,343 | -$99,001,593 | +$582,976,750 | BRKR, IVV, SPY, MSFT, VOO | 13F-HR | 06 Nov 2019, 17:01 |
| Q2 2019 | 654 | $1,633,269,000 | +$146,814,986 | -$101,688,939 | +$45,126,047 | IVV, SPY, VOO, MSFT, AAPL | 13F-HR | 05 Aug 2019, 12:39 |
| Q1 2019 | 669 | $1,544,090,000 | +$205,179,659 | -$125,376,002 | +$79,803,657 | IVV, SPY, VOO, MSFT, AAPL | Restatement | 14 May 2019, 07:32 |
| Q4 2018 | 625 | $1,321,703,000 | +$291,507,519 | -$112,014,256 | +$179,493,263 | IVV, SPY, VOO, AGG, MSFT | 13F-HR | 28 Jan 2019, 18:38 |
| Q3 2018 | 651 | $1,289,834,000 | +$252,780,234 | -$58,273,560 | +$194,506,674 | IVV, SPY, AAPL, VOO, AGG | 13F-HR | 29 Oct 2018, 16:43 |
| Q2 2018 | 538 | $1,085,295,000 | +$254,974,991 | -$110,623,421 | +$144,351,570 | PLG, SPY, IVV, AAPL, AGG | 13F-HR | 19 Jul 2018, 12:18 |
| Q1 2018 | 490 | $875,454,000 | +$215,351,502 | -$40,457,635 | +$174,893,867 | SPY, IVV, AGG, AAPL, MSFT | 13F-HR | 11 May 2018, 12:28 |
| Q4 2017 | 407 | $739,447,000 | +$81,955,702 | -$27,723,412 | +$54,232,290 | SPY, IVV, AGG, MSFT, MMM | 13F-HR | 08 Feb 2018, 13:21 |
| Q3 2017 | 377 | $642,810,000 | +$111,848,445 | -$74,589,166 | +$37,259,279 | SPY, IVV, AGG, MMM, MSFT | 13F-HR | 13 Nov 2017, 10:37 |
| Q2 2017 | 1,391 | $581,796,652 | +$154,035,084 | -$18,994,148 | +$135,040,936 | SPY, AGG, RSP, IVV, MMM | Restatement | 17 Aug 2017, 13:12 |
| Q1 2017 | 272 | $439,948,000 | +$105,590,841 | -$38,242,286 | +$67,348,555 | SPY, AGG, RSP, PDP, MSFT | 13F-HR | 09 May 2017, 18:32 |
| Q4 2016 | 257 | $360,235,000 | +$111,814,902 | -$76,083,070 | +$35,731,832 | SPY, RSP, PGHY, PDP, FET | 13F-HR | 02 Feb 2017, 16:44 |
| Q3 2016 | 218 | $317,031,000 | $0 | $0 | $0 | TLT, IEF, TLH, PDP, SPY | New Holdings | 17 Jan 2017, 20:07 |
| Q3 2016 | 220 | $322,230,000 | +$105,933,111 | -$21,930,768 | +$84,002,343 | TLT, IEF, TLH, PDP, SPY | 13F-HR | 20 Oct 2016, 15:28 |
| Q2 2016 | 160 | $241,726,000 | +$120,728,383 | -$3,869,273 | +$116,859,110 | TLT, TLH, IEF, PDP, SPY | 13F-HR | 14 Jul 2016, 19:32 |
| Q1 2016 | 50 | $119,058,000 | +$27,889,666 | -$33,379,694 | -$5,490,028 | TLT, PDP, SPY, RSP, LOW | 13F-HR | 28 Apr 2016, 19:10 |
| Q4 2015 | 57 | $121,332,000 | +$33,909,543 | -$9,671,429 | +$24,238,114 | PDP, SPY, RSP, FBT, FDN | 13F-HR | 26 Jan 2016, 21:10 |
| Q3 2015 | 52 | $92,976,000 | +$9,977,802 | -$29,849,397 | -$19,871,595 | PDP, SPY, RSP, SDY, LOW | 13F-HR | 12 Nov 2015, 18:32 |
| Q2 2015 | 66 | $117,891,000 | +$13,867,710 | -$33,996,552 | -$20,128,842 | PDP, SPY, RSP, FBT, FXH | 13F-HR | 27 Jul 2015, 20:28 |
| Q1 2015 | 63 | $140,417,000 | +$33,541,563 | -$12,788,015 | +$20,753,548 | IGLB, LQD, PDP, SPY, RSP | Restatement | 29 May 2015, 19:22 |
| Q4 2014 | 58 | $117,581,000 | $0 | $0 | $0 | IGLB, SPY, RSP, PDP, TDIV | 13F-HR | 13 Feb 2015, 18:42 |