Institutional Investor · CIK 0001633516
NEWEDGE ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
3,660
Total Value
$20.33B
Total Shares
278.05M
Latest Filing
Jun 3, 2026
CIK
0001633516
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-06-03 | 3,365,597 | $854.15M | 0.0024% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-06-03 | 3,427,577 | $592.25M | 0.0142% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-03 | 1,572,845 | $582.22M | 0.0212% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-03 | 879,831 | $574.71M | 0.0744% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-06-03 | 2,102,077 | $437.80M | 0.0195% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-03 | 1,434,818 | $422.07M | 0.0535% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-03 | 1,289,339 | $370.76M | 0.0107% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-06-03 | 2,879,062 | $357.81M | 0.0362% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-06-03 | 663,882 | $300.36M | 0.0308% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-06-03 | 948,027 | $293.42M | 0.0199% | SH | — | View |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-06-03 | 1,575,169 | $267.24M | 0.0380% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-06-03 | 1,212,537 | $250.87M | 0.0609% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-03 | 407,031 | $232.87M | 0.0160% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-06-03 | 757,409 | $228.92M | 0.0395% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-03 | 888,033 | $217.07M | 0.0369% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-03 | 1,821,181 | $205.99M | 0.3344% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-03 | 715,045 | $205.12M | 0.0059% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-03 | 858,916 | $181.36M | 0.4074% | SH | — | View | |
Vanguard Growth ETF(VUG) | Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 404,600 | $176.72M | 0.0088% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-03 | 184,095 | $169.32M | 0.0195% | SH | — | View | |
| Consumer Cyclical | Apparel - Retail | 2026-03-31 | 2026-06-03 | 1,026,095 | $163.87M | 0.0929% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-03 | 2,236,823 | $156.02M | 0.1116% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-06-03 | 463,552 | $152.46M | 0.0465% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-06-03 | 152,950 | $152.40M | 0.0345% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-06-03 | 215,064 | $152.36M | 0.0467% | SH | — | View |
Phillips 66(PSX) | Energy | Oil & Gas Refining & Marketing | 2026-03-31 | 2026-06-03 | 824,364 | $150.18M | 0.2056% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 2,296,726 | $147.17M | 0.0513% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-03 | 5,609,062 | $146.96M | 1.0794% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-06-03 | 391,865 | $142.76M | 0.0104% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-03 | 3,087,463 | $142.61M | 0.3306% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-06-03 | 692,442 | $140.86M | 0.0425% | SH | — | View | |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-03 | 632,140 | $137.48M | 0.0358% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-03 | 1,336,231 | $123.31M | 1.4759% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 271,252 | $116.72M | 0.0773% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-18 | 433,978 | $113.44M | 0.0414% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-18 | 432,004 | $104.19M | 0.0178% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-03 | 924,211 | $93.09M | 0.8100% | SH | — | View | |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-03 | 1,143,655 | $91.05M | 0.0374% | SH | — | View | |
Prologis, Inc.(PLD) | Real Estate | REIT - Industrial | 2026-03-31 | 2026-06-03 | 667,027 | $88.17M | 0.0715% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-03 | 203,180 | $86.64M | 0.0192% | SH | — | View | |
| Industrials | Conglomerates | 2026-03-31 | 2026-06-03 | 378,454 | $85.54M | 0.1195% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 854,978 | $84.87M | 0.0609% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-06-03 | 242,190 | $81.85M | 0.0047% | SH | — | View | |
| Consumer Cyclical | Restaurants | 2026-03-31 | 2026-06-03 | 262,557 | $81.60M | 0.0370% | SH | — | View | |
Philip Morris International Inc.(PMI.SW) | Consumer Defensive | Tobacco | 2026-03-31 | 2026-06-03 | 485,191 | $80.22M | 0.0311% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-03 | 496,994 | $79.68M | 0.0729% | SH | — | View |
Analog Devices, Inc.(ADI) | Technology | Semiconductors | 2026-03-31 | 2026-06-03 | 245,536 | $78.11M | 0.0504% | SH | — | View |
iShares MBS ETF(MBB) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-03 | 817,242 | $77.60M | 0.1944% | SH | — | View |
Dell Technologies Inc.(DELL) | Technology | Computer Hardware | 2026-03-31 | 2026-06-03 | 457,665 | $75.12M | 0.0689% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 586,348 | $72.89M | 0.0766% | SH | — | View | |
BlackRock, Inc.(BLK) | Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 71,807 | $69.06M | 0.0463% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 319,730 | $68.76M | 0.0590% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-03-31 | 2026-06-03 | 464,688 | $67.97M | 0.0202% | SH | — | View | |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-18 | 810,598 | $65.76M | 0.0725% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-03 | 1,214,872 | $65.66M | 0.0445% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-06-03 | 928,191 | $65.14M | 0.1730% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 727,251 | $64.11M | 0.0919% | SH | — | View |
Micron Technology, Inc.(MU.TO) | Technology | Semiconductors | 2026-03-31 | 2026-06-03 | 187,706 | $63.41M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-18 | 3,343,664 | $63.10M | 0.5963% | SH | — | View | |
| Healthcare | Medical - Healthcare Information Services | 2026-03-31 | 2026-06-03 | 877,072 | $62.43M | 0.1928% | SH | — | View | |
AT&T Inc.(T) | Communication Services | Telecommunications Services | 2026-03-31 | 2026-06-03 | 2,145,141 | $62.19M | 0.0309% | SH | — | View |
Capital Group Growth ETF(CGGR) | Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 1,509,552 | $60.67M | 0.2853% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-06-03 | 1,425,035 | $60.62M | 0.1883% | SH | — | View | |
The Bank of New…(BK) | Financial Services | Investment - Banking & Investment Services | 2026-03-31 | 2026-06-03 | 509,956 | $60.50M | 0.0743% | SH | — | View |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-03-31 | 2026-06-03 | 71,010 | $59.70M | 0.0264% | SH | — | View |
TD Synnex Corp(SNX) | Technology | Technology Distributors | 2026-03-31 | 2026-06-03 | 347,399 | $58.61M | 0.4345% | SH | — | View |
| Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-06-03 | 552,356 | $58.41M | 0.3970% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-06-03 | 245,098 | $57.91M | 0.0437% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 575,742 | $57.90M | 0.3522% | SH | — | View | |
Mastercard Incorporated(MA.NE) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-06-03 | 114,809 | $57.37M | 0.0006% | SH | — | View |
Oracle Corporation(ORCL) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-03 | 381,102 | $56.06M | 0.0132% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-03 | 1,663,897 | $55.52M | 0.5668% | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-06-03 | 575,164 | $55.49M | 0.1733% | SH | — | View | |
| Financial Services | Insurance - Diversified | 2026-03-31 | 2026-06-03 | 408,818 | $55.28M | 0.1491% | SH | — | View | |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Biotechnology | 2026-03-31 | 2026-06-03 | 392,435 | $54.69M | 0.0316% | SH | — | View |
Entergy Corporation(ETR) | Utilities | Regulated Electric | 2026-03-31 | 2026-06-03 | 485,852 | $54.59M | 0.1061% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-18 | 2,074,082 | $54.26M | 0.1886% | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-06-03 | 373,575 | $53.96M | 0.0160% | SH | — | View | |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-03-31 | 2026-06-03 | 558,723 | $53.72M | 0.0133% | SH | — | View |
Applied Materials, Inc.(AMAT) | Technology | Semiconductors | 2026-03-31 | 2026-06-03 | 151,686 | $51.84M | 0.0191% | SH | — | View |
Cummins Inc.(CMI) | Industrials | Industrial - Machinery | 2026-03-31 | 2026-06-03 | 96,147 | $51.73M | 0.0697% | SH | — | View |
| Industrials | Electrical Equipment & Parts | 2026-03-31 | 2026-06-03 | 143,355 | $51.27M | 0.0369% | SH | — | View | |
Danaher Corporation(DHR) | Healthcare | Medical - Diagnostics & Research | 2026-03-31 | 2026-06-03 | 270,047 | $51.20M | 0.0382% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-06-03 | 337,471 | $49.98M | 0.0561% | SH | — | View | |
| Healthcare | Medical - Distribution | 2026-03-31 | 2026-06-03 | 156,200 | $49.07M | 0.0778% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-06-03 | 57,826 | $48.92M | 0.0196% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-03 | 922,353 | $46.43M | 0.2735% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 180,190 | $44.84M | 0.3015% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-03 | 125,398 | $44.71M | 0.1061% | SH | — | View | |
iShares iBonds Dec 2026…(IBTG) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-03 | 1,928,881 | $44.20M | 1.9089% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-03 | 916,918 | $43.84M | 0.0129% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 1,135,407 | $43.62M | 0.4514% | SH | — | View | |
NiSource Inc(NI) | Utilities | Regulated Gas | 2026-03-31 | 2026-06-03 | 930,013 | $43.39M | 0.1940% | SH | — | View |
Linde plc(LIN) | Basic Materials | Chemicals - Specialty | 2026-03-31 | 2026-06-03 | 87,418 | $43.34M | 0.0189% | SH | — | View |
3M Company(MMM.SW) | Industrials | Conglomerates | 2026-03-31 | 2026-06-03 | 295,883 | $42.97M | 0.0565% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-06-03 | 151,412 | $42.97M | 0.0145% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-03 | 72,976 | $42.12M | 7.4905% | SH | — | View | |
Welltower Inc.(WELL) | Real Estate | REIT - Healthcare Facilities | 2026-03-31 | 2026-06-03 | 210,817 | $41.68M | 0.0299% | SH | — | View |
Global X - Emerging…(EMBD) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-03 | 1,754,217 | $41.10M | 16.6282% | SH | — | View |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-03-31 | 2026-06-03 | 441,582 | $41.01M | 0.0212% | SH | — | View |
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