Long-term investor
Newedge Wealth, LLC @newedgewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001861796).
Record
- Tracked since 2025-06-30 (473 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days +0.5% · 6 months +10.9% · 1 year +27.5% · all +27.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 97717Y527 · 5.6% · long · since 2025-12-31
- AAPL · 4.0% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- GOOGL · 3.0% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- KLAC · 1.8% · long · since 2025-06-30
- 78462F103 · 1.7% · long · since 2025-06-30
- AMZN · 1.6% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30
- 512807306 · 1.6% · long · since 2025-06-30
- 922908363 · 1.4% · long · since 2025-06-30