StockDrifts LogoStockDrifts

Newedge Advisors LLC

Portfolio Manager
Newedge Advisors LLC
Performance
-5.40% (2026 Q1)
AUM (13F)
$2.16B
# of Holdings
1217
Performance Rank
Allocation (Top 20)
38.33%

Newedge Advisors LLC Holdings Map

Top 50 Newedge Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
5.25%434.0K$113.4M
-28.15%(-170.03K)
2025-Q1: 816.8K shares2025-Q2: 595.1K shares2025-Q3: 633.4K shares2025-Q4: 604.0K shares2026-Q1: 434.0K shares
$484.96(+52.42%)
2026-03-31
VOO
VANGUARD INDEX FDS
4.82%432.0K$104.2M
-28.17%(-169.45K)
2025-Q1: 501.0K shares2025-Q2: 532.0K shares2025-Q3: 546.0K shares2025-Q4: 601.5K shares2026-Q1: 432.0K shares
$411.74(+65.02%)
2026-03-31
VTV
VANGUARD INDEX FDS
3.04%810.6K$65.8M
-33.57%(-409.67K)
2025-Q1: 872.8K shares2025-Q2: 914.5K shares2025-Q3: 1.09M shares2025-Q4: 1.22M shares2026-Q1: 810.6K shares
$150.63(+37.21%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
2.92%3.34M$63.1M
-29.49%(-1.40M)
2025-Q1: 3.27M shares2025-Q2: 3.39M shares2025-Q3: 4.36M shares2025-Q4: 4.74M shares2026-Q1: 3.34M shares
$49.53(+33.82%)
2026-03-31
SPYM
SPDR SERIES TRUST
2.51%2.07M$54.3M
-15.69%(-386.06K)
2025-Q1: 1.99M shares2025-Q2: 2.31M shares2025-Q3: 2.17M shares2025-Q4: 2.46M shares2026-Q1: 2.07M shares
$60.26(+44.36%)
2026-03-31
CSCO
CISCO SYS INC
1.78%2.00M$38.4M
-4.00%(-83.28K)
2025-Q1: 403.1K shares2025-Q2: 463.2K shares2025-Q3: 518.3K shares2025-Q4: 2.08M shares2026-Q1: 2.00M shares
$68.54(+72.47%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
1.61%474.2K$34.9M
-60.96%(-740.30K)
2025-Q1: 644.9K shares2025-Q2: 916.6K shares2025-Q3: 891.4K shares2025-Q4: 1.21M shares2026-Q1: 474.2K shares
$50.50(-0.00%)
2026-03-31
EMR
EMERSON ELEC CO
1.6%159.8K$34.5M
-60.70%(-246.83K)
2025-Q1: 59.3K shares2025-Q2: 78.9K shares2025-Q3: 92.0K shares2025-Q4: 406.7K shares2026-Q1: 159.8K shares
$126.39(+5.27%)
2026-03-31
THRO
BLACKROCK ETF TRUST
1.51%3.06M$32.7M
-14.32%(-511.22K)
2025-Q1: 234.6K shares2025-Q2: 2.16M shares2025-Q3: 3.12M shares2025-Q4: 3.57M shares2026-Q1: 3.06M shares
$34.93(+21.19%)
2026-03-31
SPAB
SPDR SERIES TRUST
1.4%537.1K$30.3M
-71.43%(-1.34M)
2025-Q1: 1.77M shares2025-Q2: 1.91M shares2025-Q3: 1.60M shares2025-Q4: 1.88M shares2026-Q1: 537.1K shares
$25.36(-0.32%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Newedge Advisors LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all