New Edge Advisors, LLC Portfolio Holdings
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
New Edge Advisors, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $11.2 Billion distributed in 3830 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $344M, Ishares Core S&P 500 ETF with a value of $339M, Microsoft Corp with a value of $314M, Nvidia Corp with a value of $231M, and Vanguard Index Fds S&P 500 ETF with a value of $205M.
Examining the 13F form we can see an increase of $868M in the current position value, from $10.3B to 11.2B. Also it can be appreciated an additional of 308 stocks purchases and 5 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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 3,830
- Current Value $11.2 Billion
- Prior Value $10.3 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 308 stocks
- Additional Purchases 1,396 stocks
- Sold out of 5 stocks
- Reduced holdings in 1,413 stocks