New Edge Advisors, LLC Portfolio Holdings
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
New Edge Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $20.5 Billion distributed in 4099 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $616M, Nvidia Corp with a value of $610M, Microsoft Corp with a value of $556M, Ishares Core S&P 500 ETF with a value of $472M, and Spdr S&P 500 ETF Trust with a value of $422M.
Examining the 13F form we can see an increase of $2.2B in the current position value, from $18.3B to 20.5B.
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
$20.5 Billion
ETFs: $10.9 Billion
Technology: $3.3 Billion
Financial Services: $1.52 Billion
Consumer Cyclical: $944 Million
Industrials: $776 Million
Communication Services: $755 Million
Healthcare: $712 Million
Consumer Defensive: $504 Million
Other: $929 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 4,099
- Current Value $20.5 Billion
- Prior Value $18.3 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 314 stocks
- Additional Purchases 1,751 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,225 stocks