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CIK: 0001764807
Total reported value
$2.4B
$2.4B
875 檔
10.8%
During the Q4 2024 filing period, New Age Alpha Advisors, LLC (CIK: 0001764807) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 875 reported positions.
In Q4 2024, New Age Alpha Advisors, LLC displayed an active expansion posture, initiating 140 new positions and adding to 58 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 875 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.43% | +437.87% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.16% | +214982.86% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | -0.09% | +738.74% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | -0.20% | +165.94% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.53% | -0.07% | +75.57% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.04% | +4700.82% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.03% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.04% | +81509.38% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | -0.21% | +163.31% | |
| 10 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.99% | +0.04% | — | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.92% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.33% | +90.43% | |
| 13 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.83% | -0.13% | — | |
| 14 | PLD | Prologis Inc | Stock-Real Estate | 0.82% | -0.04% | +863.06% | |
| 15 | 0VVB | Paramount Global-class B | Stock-Other | 0.82% | — | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.06% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.24% | +140292.13% | |
| 18 | EQIX | Equinix Inc | Stock-Real Estate | 0.76% | -0.02% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.14% | +13151.00% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | +0.02% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.13% | +56070.97% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.03% | +147866.67% | |
| 23 | AXP | American Express Co | Stock-Financials | 0.61% | — | +116177.27% | |
| 24 | WELL | Welltower Inc | Stock-Real Estate | 0.61% | +0.03% | — | |
| 25 | DXCM | Dexcom Inc | Stock-Healthcare | 0.59% | -0.10% | — | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.05% | +44783.37% | |
| 27 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.55% | — | — | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.20% | +45184.74% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.04% | — | |
| 30 | BRO | Brown & Brown Inc | Stock-Financials | 0.53% | — | +81733.54% | |
| 31 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.52% | -0.15% | — | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.52% | -0.15% | +51463.39% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.51% | -0.06% | +43904.85% | |
| 34 | ON | On Semiconductor | Stock-Tech | 0.49% | +0.16% | — | |
| 35 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.48% | -0.13% | — | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.47% | +0.08% | +100783.33% | |
| 37 | DFSEUR | Discover Financial Services | Stock-Other | 0.45% | — | — | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.44% | -0.06% | +27990.88% | |
| 40 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.44% | +0.01% | — | |
| 41 | VICI | Vici Properties Inc | Stock-Real Estate | 0.44% | -0.03% | +76342.86% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.44% | -0.12% | — | |
| 43 | VMC | Vulcan Materials Co | Stock-Materials | 0.44% | -0.27% | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.12% | +30587.73% | |
| 45 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.43% | -0.20% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.11% | +44126.67% | |
| 47 | MSI | Motorola Solutions Inc | Stock-Tech | 0.42% | -0.01% | +53861.90% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.42% | +0.01% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | +0.15% | — | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.41% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.3% | +214982.86% | Add |
| 2 | TSLA | Tesla Inc | +1% | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | +1% | +81509.38% | Add |
| 4 | SPG | Simon Property Group Inc | +1% | NEW | New buy |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.9% | NEW | New buy |
| 6 | DLR | Digital Realty Trust Inc | +0.8% | NEW | New buy |
| 7 | 0VVB | Paramount Global-class B | +0.8% | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +4700.82% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.8% | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | +0.8% | +140292.13% | Add |
| 11 | EQIX | Equinix Inc | +0.8% | NEW | New buy |
| 12 | BAC | Bank Of America CORP | +0.7% | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | +0.6% | +13151.00% | Add |
| 14 | COST | Costco Wholesale CORP | +0.6% | +56070.97% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.6% | +147866.67% | Add |
| 16 | WELL | Welltower Inc | +0.6% | NEW | New buy |
| 17 | AXP | American Express Co | +0.6% | +116177.27% | Add |
| 18 | DXCM | Dexcom Inc | +0.6% | NEW | New buy |
| 19 | KO | Coca-cola Co/the | +0.5% | +44783.37% | Add |
| 20 | MRK | Merck & Co. Inc. | +0.5% | NEW | New buy |
| 21 | CSCO | Cisco Systems Inc | +0.5% | +45184.74% | Add |
| 22 | BRO | Brown & Brown Inc | +0.5% | +81733.54% | Add |
| 23 | AMH | American Homes 4 Rent- A | +0.5% | NEW | New buy |
| 24 | TMUS | T-mobile US Inc | +0.5% | +51463.39% | Add |
| 25 | CB | Chubb Limited | +0.5% | +43904.85% | Add |
| 26 | ON | On Semiconductor | +0.5% | NEW | New buy |
| 27 | EXR | Extra Space Storage Inc | +0.5% | NEW | New buy |
| 28 | PH | Parker Hannifin CORP | +0.5% | +100783.33% | Add |
| 29 | DFSEUR | Discover Financial Services | +0.5% | NEW | New buy |
| 30 | BKNG | Booking Holdings Inc | +0.5% | NEW | New buy |
| 31 | IBKR | Interactive Brokers Gro-cl A | +0.4% | NEW | New buy |
| 32 | GILD | Gilead Sciences Inc | +0.4% | NEW | New buy |
| 33 | VMC | Vulcan Materials Co | +0.4% | NEW | New buy |
| 34 | VICI | Vici Properties Inc | +0.4% | +76342.86% | Add |
| 35 | ELS | Equity Lifestyle Properties | +0.4% | NEW | New buy |
| 36 | DUK | Duke Energy CORP | +0.4% | +27990.88% | Add |
| 37 | DE | Deere & Co | +0.4% | NEW | New buy |
| 38 | WMT | Walmart Inc | +0.4% | +30587.73% | Add |
| 39 | V | Visa Inc-class A Shares | +0.4% | +44126.67% | Add |
| 40 | MSI | Motorola Solutions Inc | +0.4% | +53861.90% | Add |
| 41 | CAT | Caterpillar Inc | +0.4% | NEW | New buy |
| 42 | PYPL | Paypal Holdings Inc | +0.4% | NEW | New buy |
| 43 | AKAM | Akamai Technologies Inc | +0.4% | NEW | New buy |
| 44 | LLY | Eli Lilly & Co | +0.4% | NEW | New buy |
| 45 | CW | Curtiss-wright CORP | +0.4% | NEW | New buy |
| 46 | PANW | Palo Alto Networks Inc | +0.4% | +156917.14% | Add |
| 47 | AMT | American Tower CORP | +0.4% | +99327.78% | Add |
| 48 | DKS | Dick's Sporting Goods Inc | +0.4% | NEW | New buy |
| 49 | PSA | Public Storage | +0.4% | NEW | New buy |
| 50 | MO | Altria Group Inc | +0.4% | +57156.14% | 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 875 disclosed positions in Q4 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 MSFT, AAPL, NVDA) accounted for 10.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $25.3M
Top Position Liquidated / Trimmed
SHEL
前期市值: $13.1M
During Q4 2024, New Age Alpha Advisors, LLC's top holdings by market value included MSFT (2.3%)、AAPL (2.3%)、NVDA (2.3%). The largest single position, MSFT, represented 2.3% of total portfolio value.
In Q4 2024, New Age Alpha Advisors, LLC made 200 total portfolio adjustments, initiating 140 new buys, adding to 58 positions, trimming 0 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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