| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 36 | Q3 2023 | 7.9% |
| NEXTERA ENERGY INC | 36 | Q3 2023 | 2.5% |
| BECTON DICKINSON & CO | 36 | Q3 2023 | 2.5% |
| AMERICAN TOWER CORP NEW | 36 | Q3 2023 | 2.3% |
| MCCORMICK & CO INC | 36 | Q3 2023 | 2.7% |
| BROWN FORMAN CORP CL B | 36 | Q3 2023 | 2.2% |
| ECOLAB INC | 36 | Q3 2023 | 2.2% |
| LOCKHEED MARTIN CORP | 36 | Q3 2023 | 2.2% |
| 3M COMPANY | 36 | Q3 2023 | 2.3% |
| JACK HENRY | 36 | Q3 2023 | 2.7% |
View NewEdge Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-17 |
| 13F-HR | 2021-10-29 |
View NewEdge Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.