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 (431 days), 80 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.2% · 6 months +3.9% · 1 year +9.1% · all +9.1%
  • Max drawdown -3.7% · Sharpe 0.39 · win rate 15% · data quality High
  • 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
  • MSFT · 3.1% · long · since 2025-06-30
  • GOOGL · 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
  • P · 1.5% · long · since 2026-06-30

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