13FBOX
NewEdge Advisors, LLC · 13F Holdings
Options Calculator Rankings

NewEdge Advisors, LLC

No.799 Data as of 2026Q2
Latest AUM (Q2 2026)
$33.57B
QoQ Change Q1 2026
+$5.89B+21.3%
Holdings
4178
New Buys
316
Adds
1980
Reduces
1210
Exits
263
Unchanged
672
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
3%3.09%$1.01B3.5M$854.2M3.4M+117,022+3.48%Add
IISHARES TRIVV
2.64%2.08%$886.6M1.2M$574.7M879,831+304,100+34.56%Add
SSTATE STR SPDR S&P 500 ETF TSPY
2.23%1.24%$749.8M1.0M$343.9M607,741+396,373+65.22%Add
NVIDIA CORPORATIONNVDA
2.08%2.14%$696.9M3.5M$592.3M3.4M+55,602+1.62%Add
MICROSOFT CORPMSFT
1.85%2.1%$619.7M1.7M$582.2M1.6M+88,531+5.63%Add
AMAZON COM INCAMZN
1.54%1.58%$516.9M2.2M$437.8M2.1M+66,513+3.16%Add
JPMORGAN CHASE & COJPM
1.42%1.52%$476.4M1.5M$422.1M1.4M+20,510+1.43%Add
VVANGUARD INDEX FDSVOO
1.4%1.31%$470.4M684,968$361.9M605,643+79,325+13.10%Add
ALPHABET INCGOOGL
1.39%1.34%$466.6M1.3M$370.8M1.3M+16,230+1.26%Add
SSTATE STREETSPYM
1.15%0.76%$387.2M4.4M$210.9M2.8M+1.7M+59.90%Add
BROADCOM INCAVGO
1.06%1.06%$355.1M939,989$293.4M948,027-8,038-0.85%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
1%1.09%$334.4M668,204$300.4M663,882+4,322+0.65%Add
WALMART INCWMT
0.97%1.29%$324.0M2.9M$357.8M2.9M-18,497-0.64%Reduce
BBLACKROCK ETF TRUSTDYNF
0.88%0.92%$296.9M4.4M$254.3M4.4M-4,667-0.11%Reduce
CISCO SYS INCCSCO
0.88%0.69%$294.3M2.5M$191.5M2.5M+38,207+1.55%Add
ADVANCED MICRO DEVICES INCAMD
0.88%0.51%$294.1M506,265$140.9M692,442-186,177-26.89%Reduce
AAlphabet Inc Class CGOOG
0.81%0.74%$271.8M769,336$205.1M715,045+54,291+7.59%Add
VISA INCV
0.78%0.83%$261.0M760,691$228.9M757,409+3,282+0.43%Add
IISHARES TRIVW
0.75%0.74%$253.3M1.8M$206.0M1.8M+20,421+1.12%Add
MICRON TECHNOLOGY INCMU
0.74%0.23%$247.9M214,739$63.4M187,706+27,033+14.40%Add
AARGAN INCAGX
0.73%0.55%$246.7M1.5M$151.1M1.1M+421,548+39.17%Add
META PLATFORMS INCMETA
0.71%0.84%$237.8M422,101$232.9M407,031+15,070+3.70%Add
ELI LILLY & COLLY
0.7%0.61%$233.6M194,721$169.3M184,095+10,626+5.77%Add
JOHNSON & JOHNSONJNJ
0.69%0.78%$233.1M917,872$217.1M888,033+29,839+3.36%Add
VVANGUARD INDEX FDSVTV
0.68%0.81%$228.0M1.0M$224.0M1.1M-95,389-8.36%Reduce
CATERPILLAR INCCAT
0.67%0.55%$226.0M212,215$152.4M215,064-2,849-1.32%Reduce
EXXON MOBIL CORPXOM
0.66%0.97%$221.7M1.6M$267.2M1.6M+46,511+2.95%Add
VVANGUARD INDEX FDSVUG
0.63%0.64%$210.3M2.4M$176.7M404,600+2.0M+503.39%Add
DDELL TECHNOLOGIES INC CLASS CDELL
0.62%0.27%$207.4M480,589$75.1M457,665+22,924+5.01%Add
CHEVRON CORPORATIONCVX
0.62%0.91%$207.2M1.2M$250.9M1.2M+37,423+3.09%Add
IISHARES TRIUSB
0.57%0.52%$189.7M4.1M$142.6M3.1M+1.0M+33.14%Add
IISHARES S&PIVE
0.55%0.66%$183.6M808,622$181.4M858,916-50,294-5.86%Reduce
TESLA INCTSLA
0.51%0.52%$172.4M409,932$142.8M391,865+18,067+4.61%Add
PPIMCO ETF TRPYLD
0.51%0.53%$171.0M6.4M$147.0M5.6M+839,295+14.96%Add
VVANGUARD FTSEVEA
0.5%0.53%$168.4M2.4M$147.2M2.3M+66,681+2.90%Add
HOME DEPOT INCHD
0.5%0.55%$166.6M472,273$152.5M463,552+8,721+1.88%Add
PALO ALTOPANW
0.47%0.29%$159.4M467,364$79.7M496,994-29,630-5.96%Reduce
TJX COS INC NEWTJX
0.47%0.59%$158.6M1.0M$163.9M1.0M+21,068+2.05%Add
GGENERAL DYNAMICS CORPVTI
0.46%0.44%$155.7M420,754$122.4M381,666+39,088+10.24%Add
FFIDELITY ENHANCED LARGE CAP CORE ETFFBCV
0.46%0.25%$155.6M3.7M$68.7M1.9M+1.8M+96.12%Add
BBLACKROCK ETF TRUSTBAI
0.46%0.39%$154.7M2.9M$108.4M3.3M-355,623-10.81%Reduce
IISHARES INCIEMG
0.43%0.56%$146.0M1.8M$156.0M2.2M-474,672-21.22%Reduce
COSTCO WHOLESALE CORPORATIONCOST
0.43%0.55%$145.8M155,824$152.4M152,950+2,874+1.88%Add
PHILLIPS 66PSX
0.41%0.54%$139.2M823,275$150.2M824,364-1,089-0.13%Reduce
PPimco Active Bond ETFBOND
0.4%0.45%$135.9M1.5M$123.3M1.3M+137,905+10.32%Add
IISHARES TRIEFA
0.4%0.44%$134.7M1.4M$123.0M1.4M+35,757+2.63%Add
IISHARES TREFG
0.4%0.27%$134.5M1.1M$73.8M662,281+418,816+63.24%Add
FFIRST TR EXCHANGE TRADED FDRDVY
0.36%0.35%$120.1M1.5M$98.2M1.4M+43,747+3.04%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
0.35%0.3%$116.3M243,543$81.8M242,190+1,353+0.56%Add
BBLACKROCK ETF TRUSTTHRO
0.34%0.51%$113.4M2.6M$140.4M3.9M-1.2M-32.12%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow