Top 50 Newedge Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.25% | 434.0K | $113.4M | -28.15%(-170.03K) | $484.96(+52.42%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.82% | 432.0K | $104.2M | -28.17%(-169.45K) | $411.74(+65.02%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.04% | 810.6K | $65.8M | -33.57%(-409.67K) | $150.63(+37.21%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.92% | 3.34M | $63.1M | -29.49%(-1.40M) | $49.53(+33.82%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.51% | 2.07M | $54.3M | -15.69%(-386.06K) | $60.26(+44.36%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 1.78% | 2.00M | $38.4M | -4.00%(-83.28K) | $68.54(+72.47%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.61% | 474.2K | $34.9M | -60.96%(-740.30K) | $50.50(-0.00%) | 2026-03-31 | |
| EMR | EMERSON ELEC CO | 1.6% | 159.8K | $34.5M | -60.70%(-246.83K) | $126.39(+5.27%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 1.51% | 3.06M | $32.7M | -14.32%(-511.22K) | $34.93(+21.19%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 1.4% | 537.1K | $30.3M | -71.43%(-1.34M) | $25.36(-0.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.54% | +75.15% |
| Top 20 Holdings Unweighted | +21.39% | +78.86% |
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