NewEdge Advisors, LLC Diversified Active

CIK: 0001633516 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 27, 2016

Total Value ($000): $121,332 (100.0% shares, 0.0% debt)

Holdings (57)

POWERSHARES ETF TRUST 6.9%
Value ($000) $8,349 Shares 201,749 Est. Cost $41.16 Unrealized
SPY SPDR S&P 500 ETF TR 6.3%
Value ($000) $7,686 Shares 37,690 Est. Cost $205.54 Unrealized
RYDEX ETF TRUST 6.0%
Value ($000) $7,312 Shares 95,512 Est. Cost $80.04 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 3.5%
Value ($000) $4,259 Shares 37,657 Est. Cost $110.74 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 3.5%
Value ($000) $4,201 Shares 56,247 Est. Cost $70.57 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 3.3%
Value ($000) $4,009 Shares 66,380 Est. Cost $60.76 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 3.3%
Value ($000) $3,982 Shares 89,737 Est. Cost $43.98 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 3.2%
Value ($000) $3,834 Shares 113,132 Est. Cost $34.53 Unrealized
SDY SPDR SERIES TRUST 2.7%
Value ($000) $3,225 Shares 43,831 Est. Cost $78.80 Unrealized
LOW LOWES COS INC 2.6%
Value ($000) $3,110 Shares 40,792 Est. Cost $49.87 Unrealized +23.8%
REYNOLDS AMERICAN INC 2.3%
Value ($000) $2,836 Shares 61,409 Est. Cost $53.71 Unrealized
JKHY HENRY JACK & ASSOC INC 2.3%
Value ($000) $2,805 Shares 35,949 Est. Cost $53.73 Unrealized +26.6%
BDX BECTON DICKINSON & CO 2.2%
Value ($000) $2,724 Shares 17,726 Est. Cost $109.61 Unrealized +12.6%
MSFT MICROSOFT CORP 2.2%
Value ($000) $2,681 Shares 48,465 Est. Cost $40.31 Unrealized +13.9%
RAYTHEON CO 2.1%
Value ($000) $2,606 Shares 21,026 Est. Cost $109.37 Unrealized
HARRIS CORP DEL 2.1%
Value ($000) $2,600 Shares 29,874 Est. Cost $73.67 Unrealized
MKC MCCORMICK & CO INC 2.1%
Value ($000) $2,572 Shares 30,220 Est. Cost $29.68 Unrealized +17.3%
GD GENERAL DYNAMICS CORP 2.1%
Value ($000) $2,536 Shares 18,489 Est. Cost $107.88 Unrealized +6.3%
WEC WEC ENERGY GROUP INC 2.1%
Value ($000) $2,532 Shares 49,399 Est. Cost $34.29 Unrealized +7.3%
CAG CONAGRA FOODS INC 2.1%
Value ($000) $2,489 Shares 58,989 Est. Cost $22.44 Unrealized 0.0%
ES EVERSOURCE ENERGY 2.0%
Value ($000) $2,470 Shares 48,424 Est. Cost $36.03 Unrealized -0.4%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $2,441 Shares 23,494 Est. Cost $19.01 Unrealized +2.6%
LMT LOCKHEED MARTIN CORP 2.0%
Value ($000) $2,398 Shares 11,052 Est. Cost $141.62 Unrealized +16.8%
BF/B BROWN FORMAN CORP 2.0%
Value ($000) $2,371 Shares 23,909 Est. Cost $30.47 Unrealized +14.3%
AMT AMERICAN TOWER CORP NEW 1.9%
Value ($000) $2,359 Shares 24,392 Est. Cost $75.10 Unrealized +1.1%
MMM 3M CO 1.9%
Value ($000) $2,336 Shares 15,533 Est. Cost $90.04 Unrealized +2.3%
ECL ECOLAB INC 1.9%
Value ($000) $2,336 Shares 20,452 Est. Cost $97.84 Unrealized +7.5%
LEG LEGGETT & PLATT INC 1.9%
Value ($000) $2,257 Shares 53,713 Est. Cost $44.37 Unrealized 0.0%
VFC V F CORP 1.8%
Value ($000) $2,220 Shares 35,754 Est. Cost $65.79 Unrealized -5.1%
CMS CMS ENERGY CORP 1.8%
Value ($000) $2,217 Shares 61,678 Est. Cost $25.65 Unrealized +3.0%
CSCO CISCO SYS INC 1.8%
Value ($000) $2,159 Shares 79,531 Est. Cost $20.16 Unrealized 0.0%
SRE SEMPRA ENERGY 1.7%
Value ($000) $2,087 Shares 22,218 Est. Cost $37.98 Unrealized -5.6%
HAS HASBRO INC 1.7%
Value ($000) $2,033 Shares 30,201 Est. Cost $54.52 Unrealized -4.0%
BA BOEING CO 1.6%
Value ($000) $1,903 Shares 13,187 Est. Cost $124.26 Unrealized +3.7%
TDIV FIRST TR EXCHANGE TRADED FD 1.3%
Value ($000) $1,582 Shares 62,474 Est. Cost $27.64 Unrealized
POWERSHARES ETF TR II 0.7%
Value ($000) $855 Shares 22,091 Est. Cost $37.72 Unrealized
ROCKWELL COLLINS INC 0.6%
Value ($000) $746 Shares 8,074 Est. Cost $82.06 Unrealized
HCA HCA HOLDINGS INC 0.6%
Value ($000) $719 Shares 10,704 Est. Cost $64.84 Unrealized 0.0%
MICHAEL KORS HLDGS LTD 0.6%
Value ($000) $697 Shares 17,337 Est. Cost $40.20 Unrealized
LQD ISHARES TR 0.6%
Value ($000) $674 Shares 5,915 Est. Cost $118.68 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.5%
Value ($000) $649 Shares 5,466 Est. Cost $117.13 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.5%
Value ($000) $633 Shares 14,038 Est. Cost $49.24 Unrealized 0.0%
TGT TARGET CORP 0.5%
Value ($000) $616 Shares 8,456 Est. Cost $55.25 Unrealized 0.0%
IGIB ISHARES TR 0.5%
Value ($000) $612 Shares 5,708 Est. Cost $108.44 Unrealized
STERICYCLE INC 0.5%
Value ($000) $604 Shares 4,999 Est. Cost $120.82 Unrealized
IEF ISHARES TR 0.5%
Value ($000) $580 Shares 5,515 Est. Cost $106.92 Unrealized
GBF ISHARES TR 0.5%
Value ($000) $559 Shares 5,023 Est. Cost $112.71 Unrealized
TLH ISHARES TR 0.5%
Value ($000) $558 Shares 4,172 Est. Cost $133.80 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value ($000) $507 Shares 13,810 Est. Cost $35.83 Unrealized -17.4%
LLY LILLY ELI & CO 0.4%
Value ($000) $454 Shares 5,368 Est. Cost $69.71 Unrealized 0.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $426 Shares 8,542 Est. Cost $39.99 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $408 Shares 12,725 Est. Cost $20.38 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $408 Shares 4,510 Est. Cost $69.70 Unrealized -16.2%
IFV FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $379 Shares 21,318 Est. Cost $19.00 Unrealized
CITRIX SYS INC 0.2%
Value ($000) $275 Shares 3,638 Est. Cost $75.59 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $250 Shares 3,204 Est. Cost $55.42 Unrealized -7.3%
CDK GLOBAL INC 0.2%
Value ($000) $206 Shares 4,337 Est. Cost $40.74 Unrealized