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.
Portfolio value
$11.2 Billion
ETFs: $5.83 Billion
Technology: $1.56 Billion
Financial Services: $787 Million
Healthcare: $628 Million
Industrials: $517 Million
Consumer Cyclical: $513 Million
Communication Services: $313 Million
Consumer Defensive: $310 Million
Other: $636 Million
Stock Holdings Table Market Cap. of Under $50 Millions
