NewEdge Advisors, LLC

Q1 2023 13F Holdings Report, Stock Holdings

Signature - Title
Will Brand - Chief Compliance Officer
Location
New Orleans, LA
Holdings as of
31 Mar 2023
Value $
$7,998,479,108
Num holdings
3,415
Filing time
12 May 2023, 08:54:43 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, IVV, MSFT, SPY, and VOO.
Previous filing
Q4 2022 - 14 Feb 2023
Next filing
Q2 2023 - 14 Aug 2023
SEC
View on sec.gov

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Quoteable Key Fact

"NewEdge Advisors, LLC reported $7,998,479,108 across 3,415 holdings in Q1 2023."

Quick Takeaways

  • NewEdge Advisors, LLC reported 13f holdings report, stock holdings for Q1 2023.
  • Reported holdings value: $7,998,479,108.
  • 3,415 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q4 2022.
  • Value moved from $1,263,944,446 to $7,998,479,108.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q1 compared to 2022 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Will Brand Chief Compliance Officer New Orleans, Louisiana 12 May 2023

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