HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
1,635,634 | +48,844 | $269,997 |
| AAPL | 1,635,634 | +48,844 | $269,997 |
| ISHARES TR (IVV) |
504,692 | -17,948 | $207,210 |
| IVV | 504,692 | -17,948 | $207,210 |
| MICROSOFT CORP |
645,410 | +32,788 | $187,309 |
| MSFT | 645,410 | +32,788 | $187,309 |
| SPDR S&P (SPY) |
348,312 | +56,605 | $138,158 |
| SPY | 348,312 | +56,605 | $138,158 |
| VANGUARD INDEX FDS (VOO) |
337,815 | -10,819 | $126,521 |
| VOO | 337,815 | -10,819 | $126,521 |
| INVESCO QQQ TR |
229,841 | +23,635 | $73,530 |
| QQQ | 229,841 | +23,635 | $73,530 |
| ISHARES TR (DGRO) |
1,464,493 | +13,322 | $73,193 |
| DGRO | 1,464,493 | +13,322 | $73,193 |
| VANGUARD INDEX FDS (VTV) |
527,321 | -44,726 | $72,600 |
| VTV | 527,321 | -44,726 | $72,600 |
| ISHARES TR (AGG) |
721,613 | -36,733 | $72,041 |
| AGG | 721,613 | -36,733 | $72,041 |
| AMAZON COM |
685,954 | +37,438 | $70,933 |
| AMZN | 685,954 | +37,438 | $70,933 |
| HOME DEPOT INC |
227,446 | +10,376 | $67,004 |
| HD | 227,446 | +10,376 | $67,004 |
| CHEVRON CORP NEW |
376,783 | +2,728 | $61,247 |
| CVX | 376,783 | +2,728 | $61,247 |
| ISHARES TR (IBDP) |
2,387,376 | +32,648 | $58,706 |
| IBDP | 2,387,376 | +32,648 | $58,706 |
| ISHARES TR (IBDO) |
2,311,832 | -179,462 | $58,235 |
| IBDO | 2,311,832 | -179,462 | $58,235 |
| MERCK & COMPANY |
535,364 | +8,483 | $57,495 |
| MRK | 535,364 | +8,483 | $57,495 |
| VANGUARD INDEX FDS (VUG) |
229,586 | -20,687 | $57,217 |
| VUG | 229,586 | -20,687 | $57,217 |
| ISHARES MSCI (QUAL) |
440,132 | +360,982 | $54,593 |
| QUAL | 440,132 | +360,982 | $54,593 |
| PEPSICO INC |
296,732 | +151,685 | $54,442 |
| PEP | 296,732 | +151,685 | $54,442 |
| NVIDIA CORPORATION |
192,647 | -5,649 | $53,442 |
| NVDA | 192,647 | -5,649 | $53,442 |
| UNITED PARCEL SERVICE INC |
268,861 | +19,004 | $52,033 |
| UPS | 268,861 | +19,004 | $52,033 |
| VANGUARD TAX MANAGED FDS (VEA) |
1,102,030 | -22,254 | $49,855 |
| VEA | 1,102,030 | -22,254 | $49,855 |
| ISHARES IBONDS (IBTE) |
2,052,665 | +169,675 | $49,284 |
| IBTE | 2,052,665 | +169,675 | $49,284 |
| UNITEDHEALTH GROUP |
102,709 | -55,351 | $48,796 |
| UNH | 102,709 | -55,351 | $48,796 |
| ACCENTURE PLC |
168,823 | +8,814 | $48,192 |
| ACN | 168,823 | +8,814 | $48,192 |
| ANALOG DEVICES |
239,468 | +490 | $47,228 |
| ADI | 239,468 | +490 | $47,228 |
| JPMORGAN CHASE |
357,946 | +32,178 | $46,774 |
| JPM | 357,946 | +32,178 | $46,774 |
| ISHARES CORE (IUSB) |
1,010,619 | +203,521 | $46,644 |
| IUSB | 1,010,619 | +203,521 | $46,644 |
| ISHARES TR (IEFA) |
697,233 | +28,873 | $46,637 |
| IEFA | 697,233 | +28,873 | $46,637 |
 BERKSHIRE HATHAWAY |
$46,149 | ||
| BRK.B | 130,427 | +4,234 | $40,490 |
| BRK.A | 12 | +3 | $5,659 |
| ISHARES IBONDS (IBTD) |
1,827,772 | -130,349 | $45,347 |
| IBTD | 1,827,772 | -130,349 | $45,347 |
| ORACLE CORP |
484,315 | +9,208 | $45,056 |
| ORCL | 484,315 | +9,208 | $45,056 |
| ISHARES TR (EFG) |
477,154 | +148,508 | $44,732 |
| EFG | 477,154 | +148,508 | $44,732 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
289,469 | +24,168 | $44,577 |
| VIG | 289,469 | +24,168 | $44,577 |
| BRISTOL MYERS SQUIBB CO |
643,206 | +37,045 | $44,469 |
| BMY | 643,206 | +37,045 | $44,469 |
| ISHARES TR (IBDQ) |
1,803,129 | +838,532 | $44,231 |
| IBDQ | 1,803,129 | +838,532 | $44,231 |
| ABBOTT LABORATORIES |
432,554 | +11,461 | $43,987 |
| ABT | 432,554 | +11,461 | $43,987 |
| AMERISOURCEBERGEN CORP |
271,583 | -4,787 | $43,495 |
| ABC | 271,583 | -4,787 | $43,495 |
| VANGUARD INDEX FDS (VO) |
204,045 | -10,184 | $42,919 |
| VO | 204,045 | -10,184 | $42,919 |
| ISHARES ESG (ESGU) |
471,403 | -450,548 | $42,630 |
| ESGU | 471,403 | -450,548 | $42,630 |
| ISHARES CORE (IEMG) |
857,004 | +601,507 | $41,782 |
| IEMG | 857,004 | +601,507 | $41,782 |
| VANGUARD INDEX FDS (VTI) |
203,998 | +8,853 | $41,618 |
| VTI | 203,998 | +8,853 | $41,618 |
| ALPHABET INC |
394,217 | +11,337 | $41,026 |
| GOOG | 394,217 | +11,337 | $41,026 |
| MORGAN STANLEY |
451,199 | -11,066 | $39,591 |
| MS | 451,199 | -11,066 | $39,591 |
| GALLAGHER ARTHUR J & CO |
206,263 | -7,049 | $39,491 |
| AJG | 206,263 | -7,049 | $39,491 |
| ISHARES TR (IWF) |
161,144 | +3,424 | $39,358 |
| IWF | 161,144 | +3,424 | $39,358 |
| CHUBB LTD |
200,847 | +17,303 | $39,002 |
| CB | 200,847 | +17,303 | $39,002 |
| AUTOMATIC DATA |
173,893 | +7,875 | $38,682 |
| ADP | 173,893 | +7,875 | $38,682 |
| EXXON MOBIL |
347,808 | -22,264 | $37,932 |
| XOM | 347,808 | -22,264 | $37,932 |
| HERSHEY CO |
146,519 | +8,105 | $37,322 |
| HSY | 146,519 | +8,105 | $37,322 |
| JOHNSON & JOHNSON |
237,919 | +7,286 | $37,151 |
| JNJ | 237,919 | +7,286 | $37,151 |
See Full List: All Stocks Held By NewEdge Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By NewEdge Advisors LLC
|
Size ($ in 1000's)
At 03/31/2023: $7,998,653 At 12/31/2022: $3,706,316 NewEdge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from NewEdge Advisors LLC 13F filings. Link to 13F filings: SEC filings |
