Newedge Advisors 13F annual report (2024) – wallmine.com

$11.4 trillion Assets Under Management (AUM) As of 7th May 2024, Newedge Advisors’s top holding is 2,006,413 shares of Apple Inc currently worth over $344 billion and making up


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Newedge Advisors 13F Annual Report (2024) – Wallmine.com

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$11.4 trillion Assets Under Management (AUM) As of 7th May 2024, Newedge Advisors’s top holding is 2,006,413 shares of Apple Inc currently worth over $344 billion and making up

wallmine.com

$10
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Newedge Advisors 13F Annual Report (2024) – Wallmine.com

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$10.5 trillion Assets Under Management (AUM) As of 6th February 2024, Newedge Advisors’s top holding is 1,993,283 shares of Apple Inc currently worth over $386 billion and makin

wallmine.com

$17596788924
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NEWEDGE ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

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Newedge Advisors is based out of New Orleans. Newedge Advisors is a large advisory firm with 34469 clients and discretionary assets under management (AUM) of $17,596,788,924 (Form …

whalewisdom.com

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NewEdge Advisors, LLC - 13F

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Feb 17, 2022  · NewEdge Advisors, LLC reported 3,787 holdings with total value $13.7 B as of Q2 2024. Top holdings included AAPL, IVV, NVDA, MSFT, and SPY

13f.info

$326
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Park Edge Advisors 13F Annual Report (2024) – Wallmine.com

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$326 billion Assets Under Management (AUM) As of 19th July 2024, Park Edge Advisors’s top holding is 670,889 shares of Lincoln Elec Hldgs Inc currently worth over $127 billion and …

wallmine.com

$4.45
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Newedge Wealth 13F Annual Report (2024) – Wallmine.com

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Newedge Wealth 13F annual report Newedge Wealth is an investment fund managing more than $4.45 trillion ran by Kyle Smith. There are currently 640 companies in Mrs. Smith’s portfolio. …

wallmine.com

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Newedge Wealth 13F Annual Report (2024) – Wallmine.com

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$3.9 trillion Assets Under Management (AUM) As of 22nd January 2024, Newedge Wealth’s top holding is 527,040 shares of Microsoft currently worth over $198 billion and making up

wallmine.com

$475
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Edge Wealth Management 13F Annual Report (2024) | Wallmine

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80 rows  · Edge Wealth Management 13F annual report Edge Wealth Management is an investment fund managing more than $475 billion ran by Matthew Weinberg. There are …

wallmine.com

$8238360367
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NEWEDGE WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

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Sep 30, 2024  · Newedge Wealth is based out of Pittsburgh. Newedge Wealth is a large advisory firm with 1771 clients and discretionary assets under management (AUM) of $8,238,360,367 …

whalewisdom.com

$122
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Pacific Edge Advisors 13F Annual Report (2024) - Wallmine

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Pacific Edge Advisors 13F annual report ... As of 6th October 2021, Pacific Edge Advisors’s top holding is 1,515,990 shares of Schwab Strategic Tr currently worth over $122 million and …

wallmine.com

$1.46
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Tig Advisors 13F Annual Report (2024) – Wallmine.com

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Tig Advisors 13F annual report Tig Advisors is an investment fund managing more than $1.46 trillion ran by Michael Fastert. There are currently 36 companies in Mr. Fastert’s portfolio. The …

wallmine.com

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Ark Investment Management 13F Annual Report (2024) | Wallmine

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Ark Investment Management 13F annual report Ark Investment Management is an investment fund managing more than $11.3 trillion ran by Kellen Carter. There are currently 190 …

wallmine.com

7%
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Watchtower Advisors, L.P. 13F Annual Report (2024) | Wallmine

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As of 7th August 2024, Watchtower Advisors, L.P.’s top holding is 27,720 shares of Broadcom Inc currently worth over $44.5 billion and making up 28.7% of the portfolio value. Relative to the …

wallmine.com

$410
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Riversedge Advisors 13F Annual Report (2024) - Wallmine

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$410 billion Assets Under Management (AUM) As of 19th July 2024, Riversedge Advisors’s top holding is 1,551,962 shares of Schwab Strategic Tr currently worth over $79.6 billion and …

wallmine.com

$5.06
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Waverly Advisors 13F Annual Report (2024) - Wallmine

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$5.06 trillion Assets Under Management (AUM) As of 7th August 2024, Waverly Advisors’s top holding is 8,262,469 shares of Ishares Tr currently worth over $1.24 trillion and making up …

wallmine.com

$66
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Troluce Capital Advisors 13F Annual Report (2024) - Wallmine

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Aug 14, 2023  · $66.1 billion Assets Under Management (AUM) As of 7th August 2024, Troluce Capital Advisors’s top holding is 171,000 shares of American Intl Group Inc currently worth …

wallmine.com

$2.01
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Edge Capital 13F Annual Report (2024) – Wallmine.com

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Edge Capital 13F annual report Edge Capital is an investment fund managing more than $2.01 trillion ran by Andy Warning. There are currently 320 companies in Mr. Warning’s portfolio. …

wallmine.com

$143
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New Century 13F Annual Report (2024) – Wallmine.com

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New Century 13F annual report New Century is an investment fund managing more than $143 billion ran by Richard Oring. There are currently 160 companies in Mr. Oring’s portfolio. The …

wallmine.com

FAQs about Newedge Advisors 13F annual report (2024) – wallmine.com Coupon?

Where is Newedge wealth based?

Newedge Wealth is based out of Pittsburgh. Newedge Wealth is a large advisory firm with 1375 clients and discretionary assets under management (AUM) of $4,401,318,582 (Form ADV from 2023-04-01). Their last reported 13F filing for Q1 2023 included $2,634,806,935 in managed 13F securities and a top 10 holdings concentration of 23.32%. ...

What is Newedge wealth's 13F holding?

Their last reported 13F filing for Q1 2023 included $2,634,806,935 in managed 13F securities and a top 10 holdings concentration of 23.32%. Newedge Wealth's largest holding is Microsoft Corp. with shares held of 365,175. ...

What is Newedge wealth's largest holding?

Newedge Wealth's largest holding is Microsoft Corp. with shares held of 365,175. Whalewisdom has at least 10 13F filings, and 2 13G filings ...

Who is Newedge advisors?

NewEdge Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. ...

Who is Newedge Capital Group?

NewEdge Capital Group recently announced that the firm has surpassed last year’s record growth in client assets and advisor teams. NewEdge Advisors, LLC is a Registered Investment Adviser. ...

How did Newedge Capital Group perform in 2024?

NewEdge Capital Group recently announced that successful organic growth and recruiting efforts have put the firm on pace for another record year of growth. As of June 30, 2024, NewEdge Capital Group’s total client assets serviced are more than $55 billion, with a substantial part of that figure coming from successful recruitment efforts. ...

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