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Will Brand

@Newedge Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$15.418BTotal holdings3805
Assets growth rate12.25%Assets growth rate (2-Q avg)16.03%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Newedge Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3805 positions.

Assets under management

The assets under management (AUM) of Newedge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 15.418B in assets, with a quarterly growth rate of 12.25% and a 2-quarter average growth rate of 16.03%. The portfolio is managed by Will Brand, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBTMIshares Ibonds
Recent Activity
New Position
0.13%
$18.811M
801,141 shares@ $23.49 avg price
BUFSFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$3.093M
146,348 shares@ $21.14 avg price
RSPUInvesco Exchange Traded Fd T
Recent Activity
New Position
0.02%
$2.948M
42,909 shares@ $68.7 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$2.781M
18,419 shares@ $150.99 avg price
QFLRInnovator Nasdaq
Recent Activity
New Position
0.02%
$2.094M
75,979 shares@ $27.57 avg price
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.02%
$1.984M
79,764 shares@ $24.88 avg price
JAJLInnovator Etfs Trust
Recent Activity
New Position
0.02%
$1.684M
63,100 shares@ $26.68 avg price
FCAFirst Trust
Recent Activity
New Position
0.02%
$1.663M
79,172 shares@ $21.01 avg price
INCMFranklin Templeton Etf Tr
Recent Activity
New Position
0.01%
$1.538M
56,574 shares@ $27.18 avg price
FRDMEa Series Trust
Recent Activity
New Position
0.01%
$1.385M
38,722 shares@ $35.78 avg price