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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
UIVMVictoryshares Usaa
Recent Activity
New Position
0.01%
$488,911
9,749 shares@ $50.15 avg price
BSVOEa Series Trust
Recent Activity
New Position
0.01%
$484,412
21,929 shares@ $22.1 avg price
IRENIris Energy Ltd
Recent Activity
New Position
0.01%
$465,736
55,182 shares@ $8.44 avg price
INVXInnovex International Inc
Recent Activity
New Position
0.01%
$456,401
31,090 shares@ $14.68 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.01%
$425,046
2,140 shares@ $198.62 avg price
PWZInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$404,064
16,111 shares@ $25.09 avg price
TSLRGraniteshares Etf Tr
Recent Activity
New Position
0.01%
$394,050
18,500 shares@ $21.3 avg price
FCORFidelity Merrimack Str Tr
Recent Activity
New Position
0.01%
$387,703
8,022 shares@ $48.33 avg price
UGLProshares Tr Ii
Recent Activity
New Position
0.01%
$387,396
4,040 shares@ $95.9 avg price
FLQMFranklin Templeton Etf Tr
Recent Activity
New Position
0.01%
$378,818
6,801 shares@ $55.71 avg price