NewEdge Advisors, LLC Diversified Active

Location: New Orleans, LA

CIK: 0001633516 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 28, 2015

Total Value: $118M (100.0% shares, 0.0% debt)

Holdings (66)

POWERSHARES ETF TRUST 7.2%
Value $8.519M Shares 197,842 Est. Cost $41.16 Unrealized
SPY SPDR S&P 500 ETF TR 6.8%
Value $7.996M Shares 38,834 Est. Cost $205.54 Unrealized
RYDEX ETF TRUST 6.5%
Value $7.675M Shares 96,176 Est. Cost $80.04 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 3.6%
Value $4.29M Shares 34,595 Est. Cost $105.07 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 3.5%
Value $4.116M Shares 59,775 Est. Cost $61.66 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 3.3%
Value $3.928M Shares 58,449 Est. Cost $62.19 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 3.2%
Value $3.779M Shares 103,500 Est. Cost $36.06 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 3.1%
Value $3.68M Shares 83,593 Est. Cost $42.96 Unrealized
SDY SPDR SERIES TRUST 2.9%
Value $3.364M Shares 44,144 Est. Cost $78.80 Unrealized
LOW LOWES COS INC 2.2%
Value $2.544M Shares 37,990 Est. Cost $49.04 Unrealized +19.9%
SIGMA ALDRICH CORP 2.1%
Value $2.489M Shares 17,859 Est. Cost $137.29 Unrealized
GD GENERAL DYNAMICS CORP 2.0%
Value $2.335M Shares 16,483 Est. Cost $107.04 Unrealized +3.0%
BDX BECTON DICKINSON & CO 1.9%
Value $2.236M Shares 15,786 Est. Cost $108.00 Unrealized +8.7%
MKC MCCORMICK & CO INC 1.8%
Value $2.154M Shares 26,604 Est. Cost $29.02 Unrealized +9.6%
PII POLARIS INDS INC 1.8%
Value $2.154M Shares 14,543 Est. Cost $149.85 Unrealized -4.0%
VFC V F CORP 1.8%
Value $2.12M Shares 30,393 Est. Cost $66.24 Unrealized +2.1%
JKHY HENRY JACK & ASSOC INC 1.8%
Value $2.089M Shares 32,294 Est. Cost $52.28 Unrealized +11.6%
REYNOLDS AMERICAN INC 1.8%
Value $2.079M Shares 27,843 Est. Cost $64.67 Unrealized
BF/B BROWN FORMAN CORP 1.8%
Value $2.078M Shares 20,742 Est. Cost $29.83 Unrealized +5.5%
ITW ILLINOIS TOOL WKS INC 1.8%
Value $2.076M Shares 22,620 Est. Cost $70.25 Unrealized +5.3%
MMM 3M CO 1.7%
Value $2.044M Shares 13,246 Est. Cost $89.89 Unrealized +5.5%
HARRIS CORP DEL 1.7%
Value $1.995M Shares 25,933 Est. Cost $72.12 Unrealized
ECL ECOLAB INC 1.7%
Value $1.973M Shares 17,445 Est. Cost $96.81 Unrealized +5.6%
NEE NEXTERA ENERGY INC 1.7%
Value $1.965M Shares 20,049 Est. Cost $18.93 Unrealized +1.9%
AMT AMERICAN TOWER CORP NEW 1.6%
Value $1.942M Shares 20,814 Est. Cost $75.08 Unrealized -2.8%
WEC WEC ENERGY GROUP INC 1.6%
Value $1.919M Shares 42,674 Est. Cost $33.96 Unrealized 0.0%
ES EVERSOURCE ENERGY 1.6%
Value $1.891M Shares 41,639 Est. Cost $36.15 Unrealized -6.9%
MSFT MICROSOFT CORP 1.6%
Value $1.86M Shares 42,128 Est. Cost $39.79 Unrealized -1.2%
DU PONT E I DE NEMOURS & CO 1.5%
Value $1.814M Shares 28,368 Est. Cost $73.52 Unrealized
SRE SEMPRA ENERGY 1.5%
Value $1.803M Shares 18,222 Est. Cost $38.47 Unrealized -1.6%
LMT LOCKHEED MARTIN CORP 1.5%
Value $1.755M Shares 9,441 Est. Cost $138.09 Unrealized +4.7%
RAYTHEON CO 1.5%
Value $1.746M Shares 18,249 Est. Cost $107.77 Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.4%
Value $1.709M Shares 35,436 Est. Cost $35.98 Unrealized +2.4%
TDIV FIRST TR EXCHANGE TRADED FD 1.4%
Value $1.632M Shares 61,829 Est. Cost $27.68 Unrealized
CMS CMS ENERGY CORP 1.4%
Value $1.612M Shares 50,631 Est. Cost $25.59 Unrealized -4.3%
SO SOUTHERN CO 0.7%
Value $876K Shares 20,896 Est. Cost $27.79 Unrealized 0.0%
AIRGAS INC 0.7%
Value $874K Shares 8,267 Est. Cost $106.14 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value $872K Shares 6,457 Est. Cost $120.23 Unrealized 0.0%
ACE LTD 0.7%
Value $872K Shares 8,574 Est. Cost $101.70 Unrealized
MCD MCDONALDS CORP 0.7%
Value $870K Shares 9,156 Est. Cost $72.15 Unrealized +2.8%
CMI CUMMINS INC 0.7%
Value $862K Shares 6,573 Est. Cost $102.82 Unrealized 0.0%
VARIAN MED SYS INC 0.7%
Value $848K Shares 10,057 Est. Cost $84.32 Unrealized
L LOEWS CORP 0.7%
Value $839K Shares 21,784 Est. Cost $39.55 Unrealized -2.2%
VNO VORNADO RLTY TR 0.7%
Value $813K Shares 8,564 Est. Cost $94.93 Unrealized
MONSANTO CO NEW 0.7%
Value $801K Shares 7,512 Est. Cost $112.48 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.7%
Value $782K Shares 4,521 Est. Cost $112.90 Unrealized -4.2%
DUK DUKE ENERGY CORP NEW 0.7%
Value $776K Shares 10,982 Est. Cost $51.66 Unrealized -5.7%
JNJ JOHNSON & JOHNSON 0.6%
Value $717K Shares 7,356 Est. Cost $77.15 Unrealized -3.4%
PG PROCTER & GAMBLE CO 0.6%
Value $694K Shares 8,876 Est. Cost $63.43 Unrealized -5.5%
PRAXAIR INC 0.6%
Value $684K Shares 5,723 Est. Cost $127.46 Unrealized
CLX CLOROX CO DEL 0.5%
Value $628K Shares 6,039 Est. Cost $80.03 Unrealized 0.0%
XEL XCEL ENERGY INC 0.5%
Value $578K Shares 17,973 Est. Cost $25.25 Unrealized -4.8%
POWERSHARES ETF TR II 0.4%
Value $518K Shares 14,133 Est. Cost $37.41 Unrealized
IFV FIRST TR EXCHANGE TRADED FD 0.4%
Value $490K Shares 25,079 Est. Cost $19.54 Unrealized
PEPCO HOLDINGS INC 0.4%
Value $489K Shares 18,170 Est. Cost $26.91 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $485K Shares 5,828 Est. Cost $55.42 Unrealized -2.0%
CVX CHEVRON CORP NEW 0.4%
Value $415K Shares 4,307 Est. Cost $70.43 Unrealized -5.6%
LQD ISHARES TR 0.3%
Value $385K Shares 3,328 Est. Cost $121.71 Unrealized
TRV TRAVELERS COMPANIES INC 0.3%
Value $357K Shares 3,690 Est. Cost $80.92 Unrealized 0.0%
HYG ISHARES 0.3%
Value $352K Shares 3,959 Est. Cost $88.91 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value $347K Shares 7,486 Est. Cost $40.91 Unrealized 0.0%
CDK GLOBAL INC 0.2%
Value $292K Shares 5,411 Est. Cost $40.74 Unrealized
TLH ISHARES 0.2%
Value $265K Shares 1,995 Est. Cost $132.83 Unrealized
EMHY ISHARES 0.2%
Value $260K Shares 5,428 Est. Cost $47.90 Unrealized
ISHARES TR 0.2%
Value $247K Shares 4,799 Est. Cost $51.47 Unrealized
ISHARES TR 0.2%
Value $242K Shares 12,289 Est. Cost $19.69 Unrealized