New Edge Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $18.3 Billion distributed in 3995 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $518M, Microsoft Corp with a value of $511M, Nvidia Corp with a value of $499M, Ishares Core S&P 500 ETF with a value of $404M, and Spdr S&P 500 ETF Trust with a value of $368M.
Examining the 13F form we can see an increase of $2.09B in the current position value, from $16.2B to 18.3B.
Also it can be appreciated an additional of 266 stocks purchases and 1 closed positions.
New Edge Advisors, LLC is based out at New Orleans, LA
Below you can find more details about New Edge Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$18.3 Billion
ETFs: $9.8 Billion
Technology: $2.82 Billion
Financial Services: $1.4 Billion
Consumer Cyclical: $848 Million
Healthcare: $682 Million
Industrials: $661 Million
Communication Services: $655 Million
Consumer Defensive: $480 Million
Other: $822 Million
Stock Holdings Table Market Cap. of $200 Billions or more
