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

NEWEDGE ADVISORS, LLC. Newedge Advisors is based out of New Orleans. Newedge Advisors is a large advisory firm with 34469 clients and discretionary assets under …


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NewEdge Advisors, LLC Q1 2024 13F Top Portfolio Holdings

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May 14, 2024  · NewEdge Advisors, LLC reported 3,830 holdings with total value $11.5 B as of Q1 2024. Top holdings included AAPL, IVV, MSFT, NVDA, and VOO. NewEdge Advisors, LLC Q1 …

13f.info

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NewEdge Advisors LLC 13F Portfolio - Hedgefollow.com

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Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; NewEdge Advisors LLC: NewEdge Advisors LLC: 9.11%: $13860552000: 3777

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Newedge Advisors 13F Annual Report - Wallmine

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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

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NewEdge Wealth LLC Top Holdings 13F Filings - Holdings Channel

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At 06/30/2024: $4,617,984. At 03/31/2024: $4,543,104. NewEdge Wealth LLC AUM history. NewEdge Wealth LLC holdings changes, total fund size, and other information presented on …

holdingschannel.com

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NewEdge Wealth 13F Filings And Top Holdings And Stakes - Stockzoa

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Latest statistics and disclosures from NewEdge Wealth's latest quarterly 13F-HR filing: Top 5 stock holdings are MSFT, AAPL, GOOGL ... Acushnet Holdings Corp 0.1 : $3.3M : 52k : ...

stockzoa.com

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HIGH PROBABILITY ADVISORS, LLC Top 13F Holdings

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Sep 30, 2024  · Their last reported 13F filing for Q3 2024 included $587,241,566 in managed 13F securities and a top 10 holdings concentration of 65.18%. High Probability Advisors's largest …

whalewisdom.com

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AMERICAN ALPHA ADVISORS, LLC Top 13F Holdings

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Sep 30, 2024  · American Alpha Advisors is a large advisory firm with 56 clients and discretionary assets under management (AUM) of $251,464,333 (Form ADV from 2024-03-28). Their last …

whalewisdom.com

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MISSION HILLS FINANCIAL ADVISORY, LLC Top 13F Holdings

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Mission Hills Financial Advisory is a large advisory firm with 308 clients and discretionary assets under management (AUM) of $157,472,510 (Form ADV from 2024-09-30). Their last reported …

whalewisdom.com

$141504651
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PROMETHIUM ADVISORS,LLC Top 13F Holdings

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Sep 30, 2024  · PROMETHIUM ADVISORS,LLC. Promethium Advisors is based out of Bethesda. Their last reported 13F filing for Q3 2024 included $141,504,651 in managed 13F securities …

whalewisdom.com

FAQs about NEWEDGE ADVISORS, LLC Top 13F Holdings - WhaleWisdom.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%. ...

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. ...

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 ...

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. ...

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