NewEdge Advisors, LLC Diversified Active

CIK: 0001633516 · Show all filings

Period: Q4 2014 (Next →)

Filing Date: Feb 17, 2015

Total Value ($000): $129,047 (100.0% shares, 0.0% debt)

Holdings (58)

IGLB ISHARES 8.2%
Value ($000) $10,562 Shares 171,687 Est. Cost $61.52 Unrealized
SPY SPDR S&P 500 ETF TR 6.1%
Value ($000) $7,923 Shares 38,549 Est. Cost $205.53 Unrealized
RYDEX ETF TRUST 6.0%
Value ($000) $7,773 Shares 97,108 Est. Cost $80.04 Unrealized
POWERSHARES ETF TRUST 6.0%
Value ($000) $7,770 Shares 189,240 Est. Cost $41.06 Unrealized
CX CEMEX SAB DE CV 5.2%
Value ($000) $6,646 Shares 60,737 Est. Cost $109.42 Unrealized
BRO BROWN & BROWN INC 3.7%
Value ($000) $4,820 Shares 39,303 Est. Cost $14.46 Unrealized 0.0%
TDIV FIRST TR EXCHANGE TRADED FD 2.7%
Value ($000) $3,505 Shares 126,639 Est. Cost $27.68 Unrealized
SDY SPDR SERIES TRUST 2.7%
Value ($000) $3,450 Shares 43,781 Est. Cost $78.80 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 2.3%
Value ($000) $2,935 Shares 81,988 Est. Cost $35.80 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 2.3%
Value ($000) $2,928 Shares 28,697 Est. Cost $102.03 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 2.3%
Value ($000) $2,925 Shares 48,515 Est. Cost $60.29 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 2.2%
Value ($000) $2,854 Shares 46,547 Est. Cost $61.31 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 2.2%
Value ($000) $2,810 Shares 66,009 Est. Cost $42.57 Unrealized
LOW LOWES COS INC 2.0%
Value ($000) $2,635 Shares 38,303 Est. Cost $49.04 Unrealized 0.0%
SIGMA ALDRICH CORP 1.9%
Value ($000) $2,461 Shares 17,925 Est. Cost $137.29 Unrealized
GD GENERAL DYNAMICS CORP 1.7%
Value ($000) $2,238 Shares 16,261 Est. Cost $107.02 Unrealized 0.0%
VFC V F CORP 1.7%
Value ($000) $2,177 Shares 29,066 Est. Cost $66.14 Unrealized 0.0%
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $2,149 Shares 15,444 Est. Cost $107.84 Unrealized 0.0%
WISCONSIN ENERGY CORP 1.7%
Value ($000) $2,144 Shares 40,650 Est. Cost $52.74 Unrealized
NORTHEAST UTILS 1.6%
Value ($000) $2,127 Shares 39,741 Est. Cost $53.52 Unrealized
PII POLARIS INDS INC 1.6%
Value ($000) $2,126 Shares 14,057 Est. Cost $150.00 Unrealized 0.0%
MMM 3M CO 1.6%
Value ($000) $2,107 Shares 12,821 Est. Cost $89.68 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 1.6%
Value ($000) $2,058 Shares 21,736 Est. Cost $70.08 Unrealized 0.0%
INTC INTEL CORP 1.6%
Value ($000) $2,002 Shares 55,165 Est. Cost $26.63 Unrealized 0.0%
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $1,998 Shares 18,795 Est. Cost $18.89 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 1.5%
Value ($000) $1,951 Shares 26,382 Est. Cost $73.95 Unrealized
AMT AMERICAN TOWER CORP NEW 1.5%
Value ($000) $1,923 Shares 19,455 Est. Cost $75.17 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 1.5%
Value ($000) $1,915 Shares 30,812 Est. Cost $52.02 Unrealized 0.0%
MKC MCCORMICK & CO INC 1.4%
Value ($000) $1,871 Shares 25,178 Est. Cost $28.93 Unrealized 0.0%
SRE SEMPRA ENERGY 1.4%
Value ($000) $1,855 Shares 16,660 Est. Cost $38.47 Unrealized 0.0%
MSFT MICROSOFT CORP 1.4%
Value ($000) $1,854 Shares 39,920 Est. Cost $39.88 Unrealized 0.0%
RAYTHEON CO 1.4%
Value ($000) $1,835 Shares 16,963 Est. Cost $108.18 Unrealized
HARRIS CORP DEL 1.4%
Value ($000) $1,776 Shares 24,725 Est. Cost $71.83 Unrealized
ECL ECOLAB INC 1.3%
Value ($000) $1,721 Shares 16,462 Est. Cost $96.70 Unrealized 0.0%
BF/B BROWN FORMAN CORP 1.3%
Value ($000) $1,705 Shares 19,414 Est. Cost $29.80 Unrealized 0.0%
REYNOLDS AMERICAN INC 1.3%
Value ($000) $1,681 Shares 26,152 Est. Cost $64.28 Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.3%
Value ($000) $1,666 Shares 32,039 Est. Cost $36.02 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $1,635 Shares 8,493 Est. Cost $137.24 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $817 Shares 10,030 Est. Cost $49.22 Unrealized 0.0%
L LOEWS CORP 0.6%
Value ($000) $801 Shares 19,073 Est. Cost $39.69 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $795 Shares 4,953 Est. Cost $100.47 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.6%
Value ($000) $772 Shares 15,237 Est. Cost $52.27 Unrealized 0.0%
XL GROUP PLC 0.6%
Value ($000) $770 Shares 22,396 Est. Cost $34.38 Unrealized
NUE NUCOR CORP 0.6%
Value ($000) $769 Shares 15,673 Est. Cost $39.74 Unrealized 0.0%
TRIP TRIPADVISOR INC 0.6%
Value ($000) $746 Shares 9,996 Est. Cost $69.40 Unrealized 0.0%
FMC F M C CORP 0.6%
Value ($000) $745 Shares 13,063 Est. Cost $38.13 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.6%
Value ($000) $736 Shares 17,976 Est. Cost $36.83 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $719 Shares 6,875 Est. Cost $77.30 Unrealized 0.0%
DIRECTV 0.5%
Value ($000) $704 Shares 8,125 Est. Cost $86.65 Unrealized
HESS CORP 0.5%
Value ($000) $687 Shares 9,305 Est. Cost $73.83 Unrealized
BAKER HUGHES INC 0.5%
Value ($000) $643 Shares 11,473 Est. Cost $56.04 Unrealized
PRAXAIR INC 0.5%
Value ($000) $601 Shares 4,638 Est. Cost $129.58 Unrealized
RSG REPUBLIC SVCS INC 0.5%
Value ($000) $584 Shares 14,497 Est. Cost $32.00 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $499 Shares 4,446 Est. Cost $70.52 Unrealized 0.0%
PNR PENTAIR PLC 0.3%
Value ($000) $372 Shares 5,598 Est. Cost $36.33 Unrealized 0.0%
CDK GLOBAL INC 0.2%
Value ($000) $270 Shares 6,627 Est. Cost $40.74 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $258 Shares 2,051 Est. Cost $125.79 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $248 Shares 2,266 Est. Cost $85.81 Unrealized 0.0%