NewEdge Advisors, LLC - Portfolio overview

NewEdge Advisors, LLC has 4190 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 3.41%
2. NVDA - NVIDIA CORP, 3.32%
3. MSFT - MICROSOFT CORP, 3.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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