Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

NewEdge Advisors, LLC

•CIK: 1633516•Filing: Q4 2025

NewEdge Advisors, LLC, managed by the renowned trader and former Goldman Sachs executive Michael Gelband, currently oversees $27.6 billion in assets with a focus on high-conviction, concentrated positions, as evidenced by its top holdings in tech giants like AAPL and MSFT. Recently, the fund has made notable moves by adding GEHC and VTHR, which have surged by 5435% and 1423% respectively, while exiting positions in HTH and RYLBF.

Total AUM

$27.6B

QoQ Performance

+25.3%

Positions

3,086

Top 10 Concentration

27.1%

Latest Filing

Q4 2025

Top Holdings Allocation

AAPL3.4%

MSFT2.7%

NVDA2.2%

IVV2.0%

AMZN1.7%

JPM1.7%

GOOGL1.6%

AVGO1.4%

📈 Biggest Buys

APPLE INC

+41.9%

3.4% of portfolio

ALPHABET INC

+161.9%

1.6% of portfolio

WALMART INC

+205.7%

1.2% of portfolio

MICROSOFT CORP

+41.0%

2.7% of portfolio

JPMORGAN CHASE

+71.9%

1.7% of portfolio

📉 Biggest Sells

ISHARES MSCI

-34.5%

0.5% of portfolio

DIMENSIONAL ETF TRUST

-20.2%

0.4% of portfolio

SPDR S&P

-4.6%

1.3% of portfolio

ISHARES MSCI

-8.5%

0.5% of portfolio

ISHARES TECHNOLOGY

-16.0%

0.1% of portfolio

Sector Breakdown

Other47.6%

Technology21.6%

Financial7.6%

Consumer6.8%

ETF6.5%

Healthcare3.7%

Industrial2.5%

Energy1.1%

🚪 Exited Positionssold since Q3 2025

ARTHUR J

SOLD

$64.7M

ILLINOIS TOOL

SOLD

$55.1M

COLGATE-PALMOLIVE

SOLD

$44.3M

GOLDMAN SACHS

SOLD

$32.4M

ISHARES BITCOIN

SOLD

$31.6M

+3893 more exited positions

Changes from Q3 2025

↑177 increased

↓23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

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