NewEdge Advisors, LLC: 13F holdings
CIK 16335162026Q2
| Positions | 4,198 |
|---|---|
| Reported value | $33.6bn |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 3,482,619 | $1.0bn | 3.0% |
| IVV ISHARES TR | 1,183,931 | $886.6m | 2.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 1,004,114 | $749.8m | 2.2% |
| NVDA NVIDIA CORPORATION | 3,483,179 | $696.9m | 2.1% |
| MSFT MICROSOFT CORP | 1,661,376 | $619.7m | 1.8% |
| AMZN AMAZON COM INC | 2,168,590 | $516.9m | 1.5% |
| JPM JPMORGAN CHASE & CO | 1,455,328 | $476.4m | 1.4% |
| VOO VANGUARD INDEX FDS | 684,968 | $470.4m | 1.4% |
| GOOGL ALPHABET INC | 1,305,569 | $466.6m | 1.4% |
| SPYM SPDR SERIES TRUST | 4,406,554 | $387.2m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1633516")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.