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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
MTBASimplify Exchange Traded Fun
Recent Activity
New Position
0.01%
$722,831
14,041 shares@ $51.49 avg price
VFMFVanguard Us
Recent Activity
New Position
0.01%
$686,370
5,264 shares@ $130.39 avg price
ASTLAlgoma Stl Group Inc
Recent Activity
New Position
0.01%
$660,623
64,577 shares@ $10.24 avg price
EWUSIshares Tr
Recent Activity
New Position
0.01%
$658,920
16,677 shares@ $39.52 avg price
NAILDbx Etf Tr
Recent Activity
New Position
0.01%
$655,291
3,877 shares@ $169.03 avg price
AGZIshares Tr
Recent Activity
New Position
0.01%
$649,042
5,879 shares@ $110.41 avg price
FTXHFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$615,668
21,350 shares@ $28.84 avg price
PINKSimplify Exchange Traded Fun
Recent Activity
New Position
0.01%
$508,311
15,483 shares@ $32.84 avg price
IRTIndependence Rlty Tr Inc
Recent Activity
New Position
0.01%
$503,173
24,545 shares@ $20.51 avg price
NACNuveen Ca Qualty Mun Income
Recent Activity
New Position
0.01%
$502,908
42,297 shares@ $11.89 avg price