Newedge Advisors, LLC
NewEdge Advisors, LLC is a US-based SEC-registered investment advisory firm headquartered in New Orleans, Louisiana. Founded as part of the NewEdge Capital Group, the firm employs approximately 768 people and operates a partnership model for independent financial advisors. With over 35 years of organizational experience through its parent company, NewEdge Advisors serves a nationwide base of advisors, individuals, and other businesses, and has grown to oversee billions in client assets. The firm offers infrastructure, technology, compliance, and support to a large network of independent advisors, helping them serve their respective client bases more efficiently and effectively.
Investment Strategy
NewEdge Advisors partners with established financial advisors to build customized, client-centric portfolios, emphasizing both discretionary and non-discretionary advisory solutions. The firm employs an open-architecture platform, allowing its advisors to access a wide range of investment products, technology, and back-office support. NewEdge Advisors focuses on maximizing advisor independence, profitability, and operational efficiency, while offering comprehensive wealth management and advisory services to individual investors, high-net-worth individuals, and related entities. The firm’s investment philosophy centers on collaboration with advisors to tailor strategies that meet clients’ unique financial goals, leveraging pooled resources, risk management tools, and dedicated practice support.
Top Holdings
Equity Positions (3,863)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.63% | $511.0M | 1,027,238 | $319.82 | $497.41 | +$154.1M |
A AAPL | APPLE INC | 2.61% | $506.4M | 2,523,030 | $161.82 | $205.17 | -$30.3M |
N NVDA | NVIDIA CORP | 2.56% | $495.8M | 3,158,677 | $47.76 | $157.99 | +$162.4M |
I IVV | ISHARES CORE | 2.08% | $403.9M | 650,508 | $427.79 | $620.90 | -$54.8M |
S SPY | SPDR S&P | 1.63% | $316.0M | 595,116 | $475.96 | $617.85 | +$24.2M |