1y return+18.1%S&P 500 +20.9%
3y return+53.2%S&P 500 +68.5%
5y return+48.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2017: $221 against $297 in the S&P 500.2
NewEdge Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $1.0B | 3.0% | +3.5% |
| IVVIshares Tr | $886.6M | 2.6% | +34.6% |
| SPYState Str Spdr S&p 500 Etf T | $749.8M | 2.2% | +65.2% |
| NVDANvidia Corporation | $696.9M | 2.1% | +1.6% |
| MSFTMicrosoft Corp | $619.7M | 1.8% | +5.6% |
| AMZNAmazon Com Inc | $516.9M | 1.5% | +3.2% |
| JPMJpmorgan Chase & Co | $476.4M | 1.4% | +1.4% |
| VOOVanguard Index Fds | $470.4M | 1.4% | +13.1% |
| GOOGLAlphabet Inc | $466.6M | 1.4% | +1.3% |
| SPYMSpdr Series Trust | $387.2M | 1.2% | +59.9% |
| AVGOBroadcom Inc | $355.1M | 1.1% | |
| BRK/BBerkshire Hathaway Inc Del | $334.4M | 1.0% | |
| WMTWalmart Inc | $324.0M | 1.0% | |
| DYNFBlackrock Etf Trust | $296.9M | 0.9% | |
| CSCOCisco Sys Inc | $294.3M | 0.9% | +1.5% |
| AMDAdvanced Micro Devices Inc | $294.1M | 0.9% | −26.9% |
| GOOGAlphabet Inc | $271.8M | 0.8% | +7.6% |
| VVisa Inc | $261.0M | 0.8% | |
| IVWIshares Tr | $253.3M | 0.8% | +1.1% |
| MUMicron Technology Inc | $247.9M | 0.7% | +14.4% |
| Argan IncCUSIP 000000004 | $246.7M | 0.7% | +39.2% |
| METAMeta Platforms Inc | $237.8M | 0.7% | +3.7% |
| LLYEli Lilly & Co | $233.6M | 0.7% | +5.8% |
| JNJJohnson & Johnson | $233.1M | 0.7% | +3.4% |
| VTVVanguard Index Fds | $228.0M | 0.7% | −8.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2022 | +1219.9% | $696.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $355.1M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $294.1M |
| DELLDell Technologies Inc | June 30, 2022 | +833.6% | $207.4M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $226.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $233.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $466.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $271.8M |
| PANWPalo Alto Networks Inc | June 30, 2022 | +314.3% | $159.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $476.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $85.5M
- ZNOVInnovator Etfs Trust was $12.8M
- Dupont De Nemours IncCUSIP 26614N102 was $4.6M
- FTHYFirst Tr High Yield Opprt 20 was $3.9M
- FEMSFirst Tr Exch Trd Alphdx Fd was $3.7M
- BKIEBny Mellon Etf Trust was $2.9M
- Seabridge GoldCUSIP 811916105 was $2.0M
- Sportradar Group AgCUSIP H8088L103 was $1.9M
- BNOUnited Sts Brent Oil Fd LP was $1.8M
- BGCBgc Group Inc was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: NewEdge Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633516&type=13F-HR&dateb=&owner=include&count=40CIK 1633516
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1633516/000121390026088240/Filed August 12, 2026 · accession 0001213900-26-088240