Will Brand

Newedge Advisors, Llc

Assets Managed

$27.681B

Holdings

4127

Last Quarter

2026 - Q1

Filed Date

16d ago

Growth Rate

0.45%(2Q avg: 12.87%)

Sustained Growth

13 quarters

Portfolio positions

This chart displays the top 10 holdings in Newedge Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4127 positions.

Assets under management

The assets under management (AUM) of Newedge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 27.681B in assets, with a quarterly growth rate of 0.45% and a 2-quarter average growth rate of 12.87%. The portfolio is managed by Will Brand, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -1.94%	3.09%	$854.155M 3.366M shares@ $253.79 avg price	Decreased -1.94%
NVDA Nvidia Corp Recent Activity Increased 3.11%	2.14%	$592.253M 3.428M shares@ $172.8 avg price	Increased 3.11%
MSFT Microsoft Corp Recent Activity Increased 4%	2.11%	$582.22M 1.573M shares@ $370.17 avg price	Increased 4%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 9.52%	2.08%	$574.714M 879,831 shares@ $653.21 avg price	Increased 9.52%
AMZN Amazon.com Inc Recent Activity Increased 2.52%	1.59%	$437.8M 2.102M shares@ $208.28 avg price	Increased 2.52%
JPM Jpmorgan Chase & Co Recent Activity Decreased -1.61%	1.53%	$422.066M 1.435M shares@ $294.16 avg price	Decreased -1.61%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -8.93%	1.34%	$370.762M 1.289M shares@ $287.56 avg price	Decreased -8.93%
VOO Vanguard S&p 500 Etf Recent Activity Increased 0.7%	1.31%	$361.901M 605,643 shares@ $597.55 avg price	Increased 0.7%
WMT Walmart Inc Recent Activity Decreased -1.99%	1.3%	$357.81M 2.879M shares@ $124.28 avg price	Decreased -1.99%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 0.62%	1.25%	$343.913M 607,741 shares@ $565.89 avg price	Increased 0.62%

1-10 of 4127