NewEdge Advisors, LLC Diversified Active

CIK: 0001633516 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Jun 1, 2015

Total Value ($000): $140,417 (100.0% shares, 0.0% debt)

Holdings (63)

IGLB ISHARES 8.9%
Value ($000) $12,428 Shares 198,524 Est. Cost $61.67 Unrealized
LQD ISHARES TR 8.2%
Value ($000) $11,557 Shares 94,957 Est. Cost $121.71 Unrealized
POWERSHARES ETF TRUST 6.1%
Value ($000) $8,504 Shares 195,804 Est. Cost $41.14 Unrealized
SPY SPDR S&P 500 ETF TR 5.6%
Value ($000) $7,858 Shares 38,068 Est. Cost $205.53 Unrealized
RYDEX ETF TRUST 5.6%
Value ($000) $7,850 Shares 96,856 Est. Cost $80.04 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 2.8%
Value ($000) $3,894 Shares 32,940 Est. Cost $104.12 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 2.7%
Value ($000) $3,785 Shares 56,469 Est. Cost $61.24 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 2.6%
Value ($000) $3,596 Shares 96,419 Est. Cost $36.02 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 2.5%
Value ($000) $3,562 Shares 54,862 Est. Cost $61.86 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 2.5%
Value ($000) $3,467 Shares 77,679 Est. Cost $42.88 Unrealized
SDY SPDR SERIES TRUST 2.4%
Value ($000) $3,440 Shares 43,989 Est. Cost $78.80 Unrealized
LOW LOWES COS INC 2.0%
Value ($000) $2,858 Shares 38,416 Est. Cost $49.04 Unrealized +20.2%
SIGMA ALDRICH CORP 1.8%
Value ($000) $2,503 Shares 18,102 Est. Cost $137.29 Unrealized
GD GENERAL DYNAMICS CORP 1.6%
Value ($000) $2,252 Shares 16,589 Est. Cost $107.04 Unrealized +1.2%
BDX BECTON DICKINSON & CO 1.6%
Value ($000) $2,250 Shares 15,668 Est. Cost $108.00 Unrealized +9.8%
VFC V F CORP 1.6%
Value ($000) $2,232 Shares 29,641 Est. Cost $66.20 Unrealized +4.6%
JKHY HENRY JACK & ASSOC INC 1.6%
Value ($000) $2,222 Shares 31,787 Est. Cost $52.18 Unrealized +9.8%
ITW ILLINOIS TOOL WKS INC 1.5%
Value ($000) $2,164 Shares 22,274 Est. Cost $70.19 Unrealized +6.2%
MMM 3M CO 1.5%
Value ($000) $2,153 Shares 13,055 Est. Cost $89.81 Unrealized +7.9%
WISCONSIN ENERGY CORP 1.5%
Value ($000) $2,061 Shares 41,633 Est. Cost $52.67 Unrealized
ES EVERSOURCE ENERGY 1.5%
Value ($000) $2,051 Shares 40,606 Est. Cost $36.21 Unrealized 0.0%
MKC MCCORMICK & CO INC 1.4%
Value ($000) $2,022 Shares 26,219 Est. Cost $28.98 Unrealized +4.1%
PII POLARIS INDS INC 1.4%
Value ($000) $2,018 Shares 14,301 Est. Cost $149.95 Unrealized -1.7%
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $2,011 Shares 19,324 Est. Cost $18.91 Unrealized +5.1%
HARRIS CORP DEL 1.4%
Value ($000) $2,007 Shares 25,478 Est. Cost $72.04 Unrealized
ECL ECOLAB INC 1.4%
Value ($000) $1,963 Shares 17,162 Est. Cost $96.72 Unrealized +0.5%
DU PONT E I DE NEMOURS & CO 1.4%
Value ($000) $1,959 Shares 27,411 Est. Cost $73.86 Unrealized
RAYTHEON CO 1.4%
Value ($000) $1,923 Shares 17,599 Est. Cost $108.22 Unrealized
SRE SEMPRA ENERGY 1.4%
Value ($000) $1,903 Shares 17,459 Est. Cost $38.50 Unrealized +1.7%
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $1,895 Shares 20,131 Est. Cost $75.16 Unrealized -0.7%
REYNOLDS AMERICAN INC 1.3%
Value ($000) $1,881 Shares 27,291 Est. Cost $64.47 Unrealized
BF/B BROWN FORMAN CORP 1.3%
Value ($000) $1,838 Shares 20,343 Est. Cost $29.80 Unrealized -0.1%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $1,815 Shares 8,941 Est. Cost $137.73 Unrealized +6.8%
MSFT MICROSOFT CORP 1.2%
Value ($000) $1,675 Shares 41,201 Est. Cost $39.80 Unrealized -6.4%
CMS CMS ENERGY CORP 1.2%
Value ($000) $1,669 Shares 47,802 Est. Cost $25.65 Unrealized 0.0%
TDIV FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $1,664 Shares 61,788 Est. Cost $27.68 Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.1%
Value ($000) $1,604 Shares 33,830 Est. Cost $35.94 Unrealized -3.8%
MCD MCDONALDS CORP 0.6%
Value ($000) $906 Shares 9,302 Est. Cost $72.15 Unrealized 0.0%
TLT ISHARES TR 0.6%
Value ($000) $893 Shares 6,832 Est. Cost $129.23 Unrealized
AIRGAS INC 0.6%
Value ($000) $856 Shares 8,064 Est. Cost $106.15 Unrealized
L LOEWS CORP 0.6%
Value ($000) $851 Shares 20,832 Est. Cost $39.59 Unrealized -2.9%
MONSANTO CO NEW 0.6%
Value ($000) $848 Shares 7,539 Est. Cost $112.48 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.6%
Value ($000) $843 Shares 4,311 Est. Cost $113.13 Unrealized 0.0%
BAX BAXTER INTL INC 0.6%
Value ($000) $828 Shares 12,084 Est. Cost $31.65 Unrealized 0.0%
MOS MOSAIC CO NEW 0.6%
Value ($000) $825 Shares 17,917 Est. Cost $39.26 Unrealized 0.0%
PLD PROLOGIS INC 0.6%
Value ($000) $821 Shares 18,859 Est. Cost $31.72 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.6%
Value ($000) $816 Shares 13,371 Est. Cost $43.71 Unrealized 0.0%
XL GROUP PLC 0.6%
Value ($000) $810 Shares 22,012 Est. Cost $34.38 Unrealized
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $808 Shares 10,522 Est. Cost $51.79 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $797 Shares 10,582 Est. Cost $49.11 Unrealized -4.1%
EIX EDISON INTL 0.6%
Value ($000) $782 Shares 12,518 Est. Cost $42.55 Unrealized 0.0%
WY WEYERHAEUSER CO 0.5%
Value ($000) $767 Shares 23,144 Est. Cost $22.86 Unrealized 0.0%
HESS CORP 0.5%
Value ($000) $748 Shares 11,021 Est. Cost $72.90 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $723 Shares 7,190 Est. Cost $77.21 Unrealized -2.7%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $695 Shares 8,482 Est. Cost $63.59 Unrealized 0.0%
XEL XCEL ENERGY INC 0.4%
Value ($000) $586 Shares 16,821 Est. Cost $25.33 Unrealized 0.0%
PRAXAIR INC 0.4%
Value ($000) $545 Shares 4,516 Est. Cost $129.58 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $479 Shares 4,562 Est. Cost $70.43 Unrealized -5.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $436 Shares 5,129 Est. Cost $55.57 Unrealized 0.0%
PNR PENTAIR PLC 0.2%
Value ($000) $351 Shares 5,582 Est. Cost $36.33 Unrealized -0.5%
POWERSHARES ETF TR II 0.2%
Value ($000) $325 Shares 8,575 Est. Cost $37.90 Unrealized
CDK GLOBAL INC 0.2%
Value ($000) $289 Shares 6,179 Est. Cost $40.74 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $255 Shares 3,977 Est. Cost $64.12 Unrealized