New Edge Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $16 Billion distributed in 3902 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $605M, Ishares Core S&P 500 ETF with a value of $484M, Nvidia Corp with a value of $409M, Microsoft Corp with a value of $390M, and Spdr S&P 500 ETF Trust with a value of $386M.

Examining the 13F form we can see an increase of $996M in the current position value, from $15B to 16B. Also it can be appreciated an additional of 313 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 $16 Billion
ETFs: $8.6 Billion
Technology: $2.44 Billion
Financial Services: $1.12 Billion
Consumer Cyclical: $793 Million
Healthcare: $649 Million
Industrials: $615 Million
Communication Services: $503 Million
Consumer Defensive: $398 Million
Other: $737 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,902
  • Current Value $16 Billion
  • Prior Value $15 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 313 stocks
  • Additional Purchases 1,704 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 1,042 stocks
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