• 13F History

NewEdge Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$16.6B
Signature - Title
Will Brand - Chief Compliance Officer
Location
New Orleans, LA
Summary
This page shows a list of all the recent 13F filings made by NewEdge Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NewEdge Advisors, LLC reported 3899 stock holdings with total value $16.6B as of Q4 2024. Top holdings included AAPL, IVV, NVDA, MSFT, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 3,899 $16.6B +$1.92B -$680M +$1.24B AAPL, IVV, NVDA, MSFT, SPY 13F-HR 2/13/2025, 05:29 PM
Q3 2024 3,802 $15.4B +$1.7B -$618M +$1.09B AAPL, IVV, MSFT, NVDA, SPY 13F-HR 11/14/2024, 11:24 AM
Q2 2024 3,782 $13.4B +$2.6B -$387M +$2.22B AAPL, IVV, NVDA, MSFT, VOO 13F-HR 8/15/2024, 05:55 PM
Q1 2024 3,760 $11.4B +$1.21B -$933M +$273M AAPL, IVV, MSFT, NVDA, VOO 13F-HR 5/14/2024, 07:55 AM
Q4 2023 3,708 $10.5B +$1.45B -$870M +$584M AAPL, IVV, MSFT, SPY, VOO 13F-HR 2/13/2024, 10:51 AM
Q3 2023 3,721 $9.09B +$1.1B -$537M +$565M AAPL, IVV, MSFT, VOO, SPY 13F-HR 11/14/2023, 03:25 PM
Q2 2023 3,709 $8.85B +$995M -$565M +$430M AAPL, IVV, MSFT, SPY, VOO 13F-HR 8/14/2023, 04:53 PM
Q1 2023 3,402 $7.99B AAPL, IVV, MSFT, SPY, VOO 13F-HR 5/12/2023, 08:54 AM
Q4 2022 1,703 $1.26B DGRO, SPTI, ISTB, VB, MGK 13F-HR 2/14/2023, 05:01 AM
Q3 2022 1,517 $6.07B +$1.02B -$295M +$730M AAPL, IVV, MSFT, VOO, SPY 13F-HR 11/14/2022, 08:40 AM
Q2 2022 1,553 $6.02B +$1.59B -$810M +$782M AAPL, IVV, MSFT, SPY, VOO 13F-HR 8/9/2022, 11:26 AM
Q1 2022 1,140 $6.19B +$1.2B -$369M +$833M AAPL, IVV, MSFT, VOO, SPY 13F-HR 5/13/2022, 11:05 AM
Q4 2021 1,628 $6.62B +$2.47B -$147M +$2.32B AAPL, IVV, MSFT, VOO, SPY 13F-HR 2/17/2022, 01:07 PM
Q3 2021 1,129 $4.04B +$674M -$340M +$335M IVV, AAPL, MSFT, VOO, ESGU 13F-HR 10/29/2021, 03:17 PM
Q2 2021 1,131 $3.76B +$454M -$249M +$204M IVV, AAPL, MSFT, VOO, SPY 13F-HR 7/22/2021, 02:03 PM
Q1 2021 1,028 $3.36B +$568M -$394M +$174M IVV, AAPL, MSFT, VOO, SPY 13F-HR 4/23/2021, 06:08 PM
Q4 2020 971 $3.05B +$458M -$408M +$49.8M IVV, AAPL, MSFT, SPY, VOO 13F-HR 1/27/2021, 01:47 PM
Q3 2020 916 $2.83B +$461M -$204M +$257M IVV, AAPL, MSFT, AMZN, SPY 13F-HR 11/3/2020, 03:47 PM
Q2 2020 852 $2.56B +$496M -$266M +$230M IVV, MSFT, AAPL, VOO, AMZN 13F-HR 7/28/2020, 09:53 PM
Q1 2020 791 $2.07B +$254M -$181M +$72.5M IVV, BRKR, MSFT, AAPL, VOO 13F-HR 5/4/2020, 12:28 PM
Q4 2019 813 $2.51B +$243M -$67.7M +$176M BRKR, IVV, MSFT, AAPL, VOO 13F-HR 1/30/2020, 07:47 PM
Q3 2019 810 $2.25B +$682M -$72.2M +$610M BRKR, IVV, SPY, MSFT, VOO 13F-HR 11/6/2019, 04:01 PM
Q2 2019 653 $1.62B +$151M -$73M +$77.7M IVV, SPY, VOO, MSFT, AAPL 13F-HR 8/5/2019, 12:39 PM
Q1 2019 668 $1.54B +$205M -$96.8M +$108M IVV, SPY, VOO, MSFT, AAPL Restatement 5/14/2019, 07:32 AM
Q4 2018 623 $1.32B +$291M -$62M +$229M IVV, SPY, VOO, AGG, MSFT 13F-HR 1/28/2019, 05:38 PM
Q3 2018 650 $1.28B +$252M -$50.8M +$201M IVV, SPY, AAPL, VOO, AGG 13F-HR 10/29/2018, 04:43 PM
Q2 2018 533 $1.04B +$255M -$60.7M +$194M SPY, IVV, AAPL, AGG, MSFT 13F-HR 7/19/2018, 12:18 PM
Q1 2018 490 $875M +$215M -$23.2M +$192M SPY, IVV, AGG, AAPL, MSFT 13F-HR 5/11/2018, 12:28 PM
Q4 2017 404 $739M +$82M -$16.1M +$65.9M SPY, IVV, AGG, MSFT, MMM 13F-HR 2/8/2018, 12:21 PM
Q3 2017 376 $643M +$112M -$26.6M +$85.2M SPY, IVV, AGG, MMM, MSFT 13F-HR 11/13/2017, 09:37 AM
Q2 2017 1,388 $582M +$154M -$17.8M +$136M SPY, AGG, RSPXXXX, IVV, MMM Restatement 8/17/2017, 01:12 PM
Q1 2017 272 $440M +$105M -$24.6M +$80.7M SPY, AGG, RSPXXXX, PDPXXXX, MSFT 13F-HR 5/9/2017, 06:32 PM
Q4 2016 255 $360M +$112M -$20.9M +$90.7M SPY, RSPXXXX, PGHYXXXX, PDPXXXX, FET 13F-HR 2/2/2017, 03:44 PM
Q3 2016 216 $313M TLT, IEF, TLH, PDPXXXX, SPY New Holdings 1/17/2017, 07:07 PM
Q3 2016 218 $318M +$106M -$8.12M +$97.5M TLT, IEF, TLH, PDPXXXX, SPY 13F-HR 10/20/2016, 03:28 PM
Q2 2016 159 $237M +$116M -$1.87M +$115M TLT, TLH, IEF, PDPXXXX, SPY 13F-HR 7/14/2016, 07:32 PM
Q1 2016 50 $119M +$27.9M -$13.2M +$14.7M TLT, PDPXXXX, SPY, RSPXXXX, LOW 13F-HR 4/28/2016, 07:10 PM
Q4 2015 57 $121M +$33.9M -$1.43M +$32.5M PDPXXXX, SPY, RSPXXXX, FBT, FDN 13F-HR 1/26/2016, 08:10 PM
Q3 2015 52 $93M +$9.98M -$12.7M -$2.73M PDPXXXX, SPY, RSPXXXX, SDY, LOW 13F-HR 11/12/2015, 05:32 PM
Q2 2015 66 $118M +$13.9M -$10.8M +$3.05M PDPXXXX, SPY, RSPXXXX, FBT, FXH 13F-HR 7/27/2015, 08:28 PM
Q1 2015 63 $140M +$33.5M -$1.92M +$31.6M IGLB, LQD, PDPXXXX, SPY, RSPXXXX Restatement 5/29/2015, 07:22 PM
Q4 2014 56 $118M IGLB, SPY, RSPXXXX, PDPXXXX, TDIV 13F-HR 2/13/2015, 05:42 PM