New Edge Advisors, LLC has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $13.5 Billion distributed in 3787 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $472M, Nvidia Corp with a value of $405M, Ishares Core S&P 500 ETF with a value of $389M, Spdr S&P 500 ETF Trust with a value of $384M, and Microsoft Corp with a value of $366M.
Examining the 13F form we can see an increase of $2.28B in the current position value, from $11.2B to 13.5B.
Also it can be appreciated an additional of 288 stocks purchases and 1 closed positions.
New Edge Advisors, LLC is based out at New Orleans, LA
Below you can find more details about New Edge Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$13.5 Billion
ETFs: $7.14 Billion
Technology: $2.1 Billion
Financial Services: $894 Million
Healthcare: $702 Million
Consumer Cyclical: $555 Million
Industrials: $532 Million
Communication Services: $396 Million
Energy: $336 Million
Other: $712 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
