NewEdge Advisors, LLC
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$4.3B
Holdings
1,217
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2025: Exited (was 658.6k shares)
5.3%
02
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (159.4k shares)
4.8%
03
$VTV
VANGUARD INDEX FDS
Q1 2025: Exited (was 868.3k shares)
3.1%
04
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Exited (was 4.74M shares)
2.9%
05
$SPYM
SPDR SERIES TRUST
Q1 2025: Exited (was 2.10M shares)
2.5%
06
$CSCO
CISCO SYS INC
Q1 2026: Exited (was 2.08M shares)
1.8%
07
$JPST
J P MORGAN EXCHANGE TRADED F
Q2 2025: Exited (was 644.9k shares)
1.6%
08
$EMR
EMERSON ELEC CO
Q1 2026: Exited (was 406.7k shares)
1.6%
09
$THRO
BLACKROCK ETF TRUST
Q1 2026: Exited (was 3.57M shares)
1.5%
10
$SPAB
SPDR SERIES TRUST
Q1 2025: Exited (was 1.82M shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.