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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
IUSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$1.385M
27,536 shares@ $50.3 avg price
VXZBarclays Bank Plc
Recent Activity
New Position
0.01%
$1.172M
22,334 shares@ $52.46 avg price
QSWNAmplify Etf Tr
Recent Activity
New Position
0.01%
$1.071M
48,425 shares@ $22.11 avg price
EWAIshares Inc
Recent Activity
New Position
0.01%
$1.056M
38,951 shares@ $27.11 avg price
KNTKKinetik Holdings Inc
Recent Activity
New Position
0.01%
$1.039M
22,951 shares@ $45.26 avg price
GNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$955,204
27,700 shares@ $34.49 avg price
ZJULInnovator Etfs Trust
Recent Activity
New Position
0.01%
$926,454
34,595 shares@ $26.78 avg price
DMBSDoubleline Etf Trust
Recent Activity
New Position
0.01%
$883,992
17,543 shares@ $50.4 avg price
PUTWWisdomtree Tr
Recent Activity
New Position
0.01%
$787,946
23,805 shares@ $33.11 avg price
BNDWVanguard Scottsdale Fds
Recent Activity
New Position
0.01%
$741,334
10,499 shares@ $70.61 avg price