Universe · entity
NewEdge Advisors, LLC
Institutional manager (13F) · CIK 1633516
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $113M | 433,978 |
| 2 | VANGUARD INDEX FDS | $104M | 432,004 |
| 3 | VANGUARD INDEX FDS | $66M | 810,598 |
| 4 | BLACKROCK ETF TRUST | $63M | 3,343,664 |
| 5 | SPDR SERIES TRUST | $54M | 2,074,082 |
| 6 | CISCO SYS INC | $38M | 1,998,166 |
| 7 | J P MORGAN EXCHANGE TRADED F | $35M | 474,198 |
| 8 | EMERSON ELEC CO | $34M | 159,824 |
| 9 | BLACKROCK ETF TRUST | $33M | 3,057,970 |
| 10 | SPDR SERIES TRUST | $30M | 537,138 |
| 11 | BLACKROCK ETF TRUST | $30M | 2,447,558 |
| 12 | VANGUARD BD INDEX FDS | $29M | 607,474 |
| 13 | FIRST TR EXCH TRADED FD III | $27M | 793,314 |
| 14 | FIRST TR EXCHANGE-TRADED FD | $26M | 1,079,097 |
| 15 | ISHARES TR | $25M | 1,841,277 |
| 16 | SPDR INDEX SHS FDS | $24M | 163,345 |
| 17 | AB ACTIVE ETFS INC | $24M | 264,402 |
| 18 | FIRST TR EXCHANGE-TRADED ALP | $24M | 24,217 |
| 19 | DIMENSIONAL ETF TRUST | $24M | 692,162 |
| 20 | VANGUARD INDEX FDS | $24M | 23,699 |
| 21 | SPDR SERIES TRUST | $23M | 118,261 |
| 22 | VANGUARD MUN BD FDS | $23M | 448,328 |
| 23 | DOUBLELINE ETF TRUST | $22M | 204,611 |
| 24 | VANGUARD INDEX FDS | $22M | 52,400 |
| 25 | VANGUARD INDEX FDS | $22M | 314,566 |
| 26 | INVESCO EXCHANGE TRADED FD T | $21M | 342,650 |
| 27 | VANGUARD INDEX FDS | $21M | 242,448 |
| 28 | FIRST TR EXCHANGE TRADED FD | $20M | 1,157,890 |
| 29 | VANGUARD INDEX FDS | $20M | 64,019 |
| 30 | SPDR SERIES TRUST | $20M | 220,215 |
| 31 | SPDR INDEX SHS FDS | $20M | 172,193 |
| 32 | INVESCO EXCH TRADED FD TR II | $19M | 154,951 |
| 33 | VANGUARD INDEX FDS | $19M | 97,297 |
| 34 | FIRST TR EXCHANGE TRADED FD | $18M | 252,798 |
| 35 | INTERNATIONAL BUSINESS MACHS | $18M | 121,998 |
| 36 | BLACKROCK ETF TRUST | $18M | 640,776 |
| 37 | FIDELITY MERRIMACK STR TR | $17M | 921,641 |
| 38 | BLACKROCK ETF TRUST | $17M | 579,998 |
| 39 | FIRST TR EXCHANGE-TRADED FD | $17M | 64,786 |
| 40 | VICTORY PORTFOLIOS II | $16M | 55,318 |
| 41 | WISDOMTREE TR | $16M | 389,160 |
| 42 | INVESCO EXCHANGE TRADED FD T | $15M | 185,650 |
| 43 | BLACKROCK ETF TRUST II | $15M | 760,749 |
| 44 | FIRST TR EXCHANGE TRADED FD | $14M | 236,221 |
| 45 | VANGUARD INTL EQUITY INDEX F | $14M | 116,811 |
| 46 | FIRST TR EXCHANGE TRADED FD | $14M | 27,020 |
| 47 | SCHWAB STRATEGIC TR | $14M | 490,058 |
| 48 | FIRST TR EXCHANGE-TRADED FD | $13M | 109,861 |
| 49 | FIRST TR EXCHNG TRADED FD VI | $13M | 2,611,177 |
| 50 | PRINCIPAL EXCHANGE TRADED FD | $13M | 100,514 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.