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New Age Alpha Advisors, LLC13F | |
| New Age Alpha Advisors, LLC | |
| Last update 2025-05-09 | 895 Stocks (167 new) |
| Value $2.23 Bil | Turnover 25 % |
New Age Alpha Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 333,697 | 74,124.1 | +47.76% | 3.320 | +1.07% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 187,160 | 70,258.0 | +38.86% | 3.150 | +0.88% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AMZN | Amazon.com Inc | 303,643 | 57,771.1 | +35.52% | 2.590 | +0.68% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 346,168 | 37,517.7 | -17.50% | 1.680 | -0.40% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 196,200 | 32,569.2 | +2.62% | 1.460 | +0.04% | 0.000 | +47.67% | +23.24% | 1,253,063.2 | Semiconductors | |
SPG | Simon Property Group Inc | 123,620 | 20,530.8 | -12.90% | 0.920 | -0.13% | 0.040 | +6.99% | -1.75% | 53,847.1 | REITs | |
BRK.B | Berkshire Hathaway Inc | 38,405 | 20,453.7 | -40.57% | 0.920 | -0.48% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
ECL | Ecolab Inc | 76,876 | 19,489.6 | +103.56% | 0.870 | +0.44% | 0.030 | +12.86% | +15.74% | 76,500.2 | Chemicals | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 222,282 | 18,173.8 | New Holding | 0.810 | +0.81% | 0.040 | +2.79% | +5.09% | 53,299.6 | ||
META | Meta Platforms Inc | 30,083 | 17,338.6 | -11.20% | 0.780 | -0.09% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media |
New Age Alpha Advisors, LLC's Historical Top Holdings Breakdowns
New Age Alpha Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +1.07% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Add 47.76% | 333,697 | 107,860 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Sold Out Sold Out | -0.92% | 91.45 ($91.59) 91.75 | $91.68 | 0.10% | Sold Out | 0 | -247,500 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.88% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Add 38.86% | 187,160 | 52,374 | |
PARA | Paramount Global | 2025-03-31 | Sold Out Sold Out | -0.82% | 10.16 ($11.18) 12.14 | $13.26 | 18.60% | Sold Out | 0 | -1,940,000 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.81% | 79.17 ($80.9) 82.04 | $82.43 | 1.89% | New holding | 222,282 | 222,282 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.68% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Add 35.52% | 303,643 | 79,586 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.61% | 890.62 ($974.97) 1076.86 | $933.80 | -4.22% | Reduce -94.13% | 1,022 | -16,391 | |
DLR | Digital Realty Trust Inc | 2025-03-31 | Reduce Reduce | -0.59% | 142.1 ($162.65) 183.56 | $180.02 | 10.68% | Reduce -70.53% | 34,274 | -82,012 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.48% | 442.66 ($486.15) 534.52 | $480.60 | -1.14% | Reduce -40.57% | 38,405 | -26,214 | |
ECL | Ecolab Inc | 2025-03-31 | Add Add | +0.44% | 229.72 ($252.07) 269.82 | $269.83 | 7.05% | Add 103.56% | 76,876 | 39,110 |
New Age Alpha Advisors, LLC Total Holding History ($B)
New Age Alpha Advisors, LLC's Asset Allocation
New Age Alpha Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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New Age Alpha Advisors, LLC's Hypothetical Growth since 2025-03-31
New Age Alpha Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
New Age Alpha Advisors, LLC's Holdings Heat Map
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New Age Alpha Advisors, LLC's Holdings Bubble Chart
New Age Alpha Advisors, LLC News
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