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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
IPACIshares Tr
Recent Activity
New Position
0.01%
$278,940
4,189 shares@ $66.59 avg price
SOXLDirexion Shs Etf Tr
Recent Activity
New Position
0.01%
$268,911
7,331 shares@ $36.69 avg price
IXPIshares Global
Recent Activity
New Position
0.01%
$266,297
2,829 shares@ $94.14 avg price
ILCBIshares Tr
Recent Activity
New Position
0.01%
$265,024
3,345 shares@ $79.23 avg price
FLUTFlutter Entmt Plc
Recent Activity
New Position
0.01%
$264,859
1,116 shares@ $237.33 avg price
AMZZGraniteshares Etf Tr
Recent Activity
New Position
0.01%
$259,600
10,000 shares@ $25.96 avg price
DLYDoubleline Yield Opportuniti
Recent Activity
New Position
0.01%
$256,316
15,450 shares@ $16.6 avg price
BUFYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$251,250
12,500 shares@ $20.1 avg price
GEMDGoldman Sachs Etf Tr
Recent Activity
New Position
0.01%
$248,544
5,844 shares@ $42.53 avg price
FFAFirst Tr Enhanced Equity Inc
Recent Activity
New Position
0.01%
$248,006
12,193 shares@ $20.35 avg price