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Will Brand

Newedge Advisors, Llc

Assets Managed
$2.16T
Holdings
1217
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
7737%(2Q avg: 3881.15%)
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 1217 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 2.16T in assets, with a quarterly growth rate of 7737% and a 2-quarter average growth rate of 3881.15%. The portfolio is managed by Will Brand, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -28.15%
5.26%
$113.439B
433,978 shares@ $261393.71 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -28.17%
4.83%
$104.189B
432,004 shares@ $241176.88 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -33.57%
3.05%
$65.757B
810,598 shares@ $81121.47 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -29.49%
2.93%
$63.102B
3.344M shares@ $18872.26 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -15.69%
2.52%
$54.261B
2.074M shares@ $26161.23 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -4%
1.78%
$38.422B
1.998M shares@ $19228.5 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -60.95%
1.62%
$34.876B
474,198 shares@ $73547.67 avg price
EMR
Emerson Electric Co
Recent Activity
Decreased -60.69%
1.6%
$34.45B
159,824 shares@ $215551.9 avg price
THRO
Ishares U.s. Thematic Rotati
Recent Activity
Decreased -14.32%
1.52%
$32.664B
3.058M shares@ $10681.66 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Decreased -71.42%
1.41%
$30.258B
537,138 shares@ $56331.26 avg price

1-10 of 1217