NewEdge Advisors, LLC

Q4 2024 13F Holdings

  • Location
    new orleans, LA
  • Num holdings

    3,902

  • Value ($000)

    $16,641,259

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001633516
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$604.79M
4 %

2,415,121

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$484.42M
3 %

822,886

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$399.55M
2 %

3,043,850

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$389.69M
2 %

924,536

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$316.16M
2 %

658,604

AMZN
AMZN

AMAZON COM INC

COM
023135106
$273.73M
2 %

1,247,668

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$262.16M
2 %

486,563

AVGO
AVGO

BROADCOM INC

COM
11135F101
$232.86M
1 %

1,004,411

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$188.63M
1 %

1,857,847

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$170.49M
1 %

957,359

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