StockDriftsStockDriftsTop 50 Newedge Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3% | 3.48M | $1.01B | new | $174.51(+75.00%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.64% | 1.18M | $886.6M | new | $520.75(+49.58%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.23% | 1.00M | $749.8M | +131.37%(+570.14K) | $601.03(+29.00%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.08% | 3.48M | $696.9M | new | $56.09(+303.04%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.85% | 1.66M | $619.7M | new | $352.59(+37.86%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.54% | 2.17M | $516.9M | new | $176.87(+48.43%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.42% | 1.46M | $476.4M | new | $236.89(+53.96%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.4% | 685.0K | $470.4M | +58.56%(+252.96K) | $493.78(+44.33%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.39% | 1.31M | $466.6M | new | $221.98(+55.29%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.15% | 4.41M | $387.2M | +112.46%(+2.33M) | $70.30(+29.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.06% | +86.36% | +13.61% | +89.25% |
| Top 20 Holdings Unweighted | +23.53% | +88.50% | +13.48% | +88.18% |
Newedge Advisors LLC reports $33.57B in US-listed equity holdings across 4,198 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.0%), IVV (2.6%) and SPY (2.2%). The top 20 holdings account for 27.45% of reported assets. Its disclosed equity book has returned +86.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Newedge Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633516). View Newedge Advisors LLC’s 13F filings on SEC