Long-term investor
Newedge Advisors, LLC @newedgeadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001633516).
Record
- Tracked since 2025-06-30 (434 days), 580 trades recorded
- Returns: week n/a · month n/a · 90 days -13.9% · 6 months -39.9% · 1 year -36.0% · all -36.0%
- Max drawdown -40.6% · Sharpe -1.26 · win rate 52% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.0% · long · since 2025-06-30
- IVV · 2.6% · long · since 2025-06-30
- SPY · 2.2% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- AMZN · 1.5% · long · since 2025-06-30
- JPM · 1.4% · long · since 2025-06-30
- VOO · 1.4% · long · since 2025-06-30
- GOOGL · 1.4% · long · since 2025-06-30
- SPYM · 1.2% · long · since 2025-06-30
- AVGO · 1.1% · long · since 2025-06-30
- BRK-B · 1.0% · long · since 2025-06-30