NewEdge Advisors, LLC - 13F

Feb 17, 2022 · IGLB, SPY, RSP.MX, PDP. 13F-HR. 2/17/2015. 000108514615000531. Showing 1 to 40 of 40 entries. Previous 1 Next. Additional filings from NewEdge Advisors, LLC that …

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NewEdge Advisors, LLC Q1 2024 13F Top Portfolio Holdings

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May 14, 2024 · NewEdge Advisors, LLC reported 3,830 holdings with total value $11.5 B as of Q1 2024. Top holdings included AAPL, IVV, MSFT, NVDA, and VOO. NewEdge Advisors, LLC Q1 …

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NewEdge Advisors, LLC Q3 2023 13F Top Portfolio Holdings

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Aug 14, 2023 · NewEdge Advisors, LLC reported 3,463 holdings with total value $9.10 B as of Q3 2023. Top holdings included AAPL, IVV, MSFT, VOO, and SPY. NewEdge Advisors, LLC Q3 …

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Newedge Advisors 13F Annual Report - Wallmine

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$11.4 trillion Assets Under Management (AUM) As of 7th May 2024, Newedge Advisors’s top holding is 2,006,413 shares of Apple Inc currently worth over $344 billion and making up

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Diving Into A Detailed History: NewEdge Advisors, LLC's Quarterly …

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NewEdge Advisors, LLC. AUM 10.5B ; CAGR in AUM (since 2014) 63.09% ; Top 10 Position Size 18.64%; Top Sector Technology (12.97%) ... NewEdge Advisors, LLC 13F Filings; Diving into …

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NewEdge Advisors LLC Has $366.01 Million Holdings In

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3 days ago · NewEdge Advisors LLC raised its stake in shares of Microsoft Co. (NASDAQ:MSFT - Free Report) by 9.6% during the 2nd quarter, according to the company in its most recent 13F …

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NewEdge Advisors, LLC Q4 2023 13F Top Portfolio Holdings

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NewEdge Advisors, LLC reported 3,757 holdings with total value $10.5 B as of Q4 2023. Top holdings included AAPL, IVV, MSFT, SPY, and VOO. NewEdge Advisors, LLC Q4 2023 13F …

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See Which Of The Latest 13F Filers Holds PepsiCo - Nasdaq

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3 days ago · NewEdge Advisors LLC: Existing-14,988-$1,462: Ameriprise Financial Inc. Existing +46,063 ... While looking at individual 13F filings can sometimes be misleading due to the long …

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NewEdge Advisors, LLC Q1 2023 13F Top Portfolio Holdings

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NewEdge Advisors, LLC reported 3,422 holdings with total value $8.00 B as of Q1 2023. Top holdings included AAPL, IVV, MSFT, SPY, and VOO. NewEdge Advisors, LLC Q1 2023 13F …

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General Electric (NYSE:GE) Shares Purchased By Natixis Advisors LLC

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1 day ago · Natixis Advisors LLC increased its holdings in shares of General Electric (NYSE:GE - Free Report) by 7.5% during the 3rd quarter, according to the company in its most recent 13F …

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FAQs about NewEdge Advisors, LLC - 13F Coupon?

What is Newedge wealth's 13F holding?

Their last reported 13F filing for Q1 2023 included $2,634,806,935 in managed 13F securities and a top 10 holdings concentration of 23.32%. Newedge Wealth's largest holding is Microsoft Corp. with shares held of 365,175. ...

Who is Newedge advisors?

NewEdge Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. ...

Where is Newedge wealth based?

Newedge Wealth is based out of Pittsburgh. Newedge Wealth is a large advisory firm with 1375 clients and discretionary assets under management (AUM) of $4,401,318,582 (Form ADV from 2023-04-01). Their last reported 13F filing for Q1 2023 included $2,634,806,935 in managed 13F securities and a top 10 holdings concentration of 23.32%. ...