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CIK: 0001764807
Total reported value
$2.4B
$2.4B
191 檔
3.0%
According to the latest 13F quarterly dataset, New Age Alpha Advisors, LLC managed an equity portfolio of $2.4B at the end of Q3 2024, spanning 191 distinct U.S. exchange-listed positions.
In Q3 2024, New Age Alpha Advisors, LLC displayed an active expansion posture, initiating 113 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 11.27% | -0.07% | +10.11% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.36% | -0.20% | — | |
| 3 | SHEL | Shell Plc-adr | Stock-Energy | 7.80% | — | — | |
| 4 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 7.49% | — | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.43% | -0.43% | +43.01% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.99% | -0.33% | +49.92% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.12% | -0.21% | +3879.15% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.62% | -0.09% | +149.78% | |
| 9 | SNPS | Synopsys Inc | Stock-Tech | 3.02% | +0.01% | NEW | |
| 10 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.98% | — | — | |
| 11 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.94% | -0.01% | — | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 2.83% | +0.63% | — | |
| 13 | AKX | Ansys Inc | Stock-Other | 2.66% | — | — | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.51% | +0.15% | +150.00% | |
| 15 | GM | General Motors Co | Stock-Consumer Disc | 2.27% | -0.02% | -15.00% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.20% | — | — | |
| 17 | LYFT | Lyft Inc-a | Stock-Tech | 2.13% | — | +55.56% | |
| 18 | DELL | Dell Technologies -c | Stock-Tech | 1.77% | — | +25.00% | |
| 19 | PLD | Prologis Inc | Stock-Real Estate | 1.51% | -0.04% | — | |
| 20 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.48% | +0.09% | +25.00% | |
| 21 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.45% | — | +275.00% | |
| 22 | MRVL | Marvell Technology Inc | Stock-Tech | 1.29% | — | — | |
| 23 | STLA | Stellantis N.V. | Stock-Consumer Disc | 1.24% | — | — | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 1.24% | +1.11% | +100.00% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.02% | -0.01% | +100.00% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | +0.11% | — | |
| 27 | CPRI | Capri Holdings Limited | Stock-Consumer Disc | 0.90% | — | — | |
| 28 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.69% | -0.08% | EXIT | |
| 29 | ENTG | Entegris Inc | Stock-Tech | 0.67% | +0.17% | NEW | |
| 30 | F | Ford Motor Co | Stock-Consumer Disc | 0.64% | -0.09% | -59.40% | |
| 31 | CPRI | Capri Holdings Limited | Stock-Consumer Disc | 0.63% | — | — | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | -0.05% | -85.71% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.04% | +5752.17% | |
| 34 | GEV | GE Vernova Inc. | Stock-Industrials | 0.33% | — | — | |
| 35 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.31% | — | — | |
| 36 | USO | United States Oil Fund, LP | Stock-Other | 0.30% | — | — | |
| 37 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Stock-Tech | 0.27% | — | — | |
| 38 | ARM | Arm Holdings plc | Stock-Tech | 0.22% | — | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | -0.02% | — | |
| 40 | GRPN | Groupon, Inc. | Stock-Other | 0.17% | — | +600.00% | |
| 41 | AVGO | Broadcom Inc. | Stock-Tech | 0.13% | — | +4566.67% | |
| 42 | DDOG | Datadog, Inc. | Stock-Tech | 0.10% | — | +500.00% | |
| 43 | ✓ | General Mtrs Co | Stock-Other | 0.08% | — | — | |
| 44 | BBY | Best Buy Co., Inc. | Stock-Consumer Disc | 0.08% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.14% | — | |
| 46 | UBER | Uber Technologies, Inc. | Stock-Industrials | 0.06% | — | — | |
| 47 | ARM | Arm Holdings plc | Stock-Tech | 0.06% | — | — | |
| 48 | WSM | Williams-Sonoma, Inc. | Stock-Consumer Disc | 0.05% | — | — | |
| 49 | ✓ | General Mtrs Co | Stock-Other | 0.04% | — | — | |
| 50 | UBER | Uber Technologies, Inc. | Stock-Industrials | 0.04% | — | +60.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +3.2% | +3879.15% | Add |
| 2 | ARM | Arm Holdings Plc-adr | +3% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +2.3% | +149.78% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +2.2% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +2.2% | +43.01% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +2% | +49.92% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +1.9% | +10.11% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +1.3% | +150.00% | Add |
| 9 | PINS | Pinterest Inc- Class A | +1% | +275.00% | Add |
| 10 | CPRI | Capri Holdings Limited | +0.9% | NEW | New buy |
| 11 | LYFT | Lyft Inc-a | +0.8% | +55.56% | Add |
| 12 | DDOG | Datadog Inc - Class A | +0.7% | NEW | New buy |
| 13 | ENTG | Entegris Inc | +0.7% | NEW | New buy |
| 14 | ORCL | Oracle CORP | +0.6% | +100.00% | Add |
| 15 | CPRI | Capri Holdings Limited | +0.6% | NEW | New buy |
| 16 | VRT | Vertiv Holdings Co-a | +0.5% | +25.00% | Add |
| 17 | MU | Micron Technology Inc | +0.5% | +100.00% | Add |
| 18 | AMZN | Amazon.com Inc | +0.5% | — | Unchanged |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +5752.17% | Add |
| 20 | BE | Bloom Energy Corp- A | +0.3% | NEW | New buy |
| 21 | GEV | GE Vernova Inc. | +0.3% | — | Unchanged |
| 22 | USO | United States Oil Fund, LP | +0.3% | NEW | New buy |
| 23 | PLD | Prologis Inc | +0.3% | — | Unchanged |
| 24 | TSM | Taiwan Semiconductor Manufacturing Company Limited | +0.3% | NEW | New buy |
| 25 | DELL | Dell Technologies -c | +0.3% | +25.00% | Add |
| 26 | AMD | Advanced Micro Devices | +0.3% | — | Unchanged |
| 27 | ARM | Arm Holdings plc | +0.2% | — | Unchanged |
| 28 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | New buy |
| 29 | AKX | Ansys Inc | +0.2% | — | Unchanged |
| 30 | GRPN | Groupon, Inc. | +0.2% | +600.00% | Add |
| 31 | MRVL | Marvell Technology Inc | +0.2% | — | Unchanged |
| 32 | AVGO | Broadcom Inc. | +0.1% | +4566.67% | Add |
| 33 | DDOG | Datadog, Inc. | +0.1% | +500.00% | Add |
| 34 | ✓ | General Mtrs Co | +0.1% | NEW | New buy |
| 35 | BBY | Best Buy Co., Inc. | +0.1% | NEW | New buy |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 37 | UBER | Uber Technologies, Inc. | +0.1% | NEW | New buy |
| 38 | ARM | Arm Holdings plc | +0.1% | NEW | New buy |
| 39 | WSM | Williams-Sonoma, Inc. | +0.1% | NEW | New buy |
| 40 | ✓ | General Mtrs Co | 0% | NEW | New buy |
| 41 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 0% | NEW | New buy |
| 42 | ✓ | Invesco Qqq Trust | 0% | NEW | New buy |
| 43 | DUK | Duke Energy CORP | 0% | NEW | New buy |
| 44 | AEP | American Electric Power | 0% | NEW | New buy |
| 45 | VST | Vistra Corp. | 0% | NEW | New buy |
| 46 | ✓ | Capri Holdings Limited | 0% | NEW | New buy |
| 47 | LIN | Linde plc | 0% | +200.00% | Add |
| 48 | VRSN | Verisign Inc | 0% | +175.00% | Add |
| 49 | COR | Cencora Inc | 0% | +187.80% | Add |
| 50 | KO | Coca-cola Co/the | 0% | +198.79% | Add |
According to official SEC Form 13F filings, New Age Alpha Advisors, LLC reported a total U.S. public equity portfolio value of $2.4B across 191 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSM, AMZN, SHEL) accounted for 3.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
ARM
市值: $5.0M
Top Position Liquidated / Trimmed
AER
前期市值: $30.0M
During Q3 2024, New Age Alpha Advisors, LLC's top holdings by market value included TSM (11.3%)、AMZN (9.4%)、SHEL (7.8%). The largest single position, TSM, represented 11.3% of total portfolio value.
In Q3 2024, New Age Alpha Advisors, LLC made 178 total portfolio adjustments, initiating 113 new buys, adding to 32 positions, trimming 3 holdings, and fully liquidating 30 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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