Top 50 New Age Alpha Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.22% | 271.3K | $68.8M | -2.87%(-8.01K) | $232.32(+32.85%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.67% | 327.6K | $57.1M | -3.36%(-11.39K) | $125.83(+54.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.09% | 120.6K | $44.6M | -2.61%(-3.24K) | $412.42(-5.32%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.03% | 208.8K | $43.5M | -22.11%(-59.27K) | $188.00(+29.08%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.03% | 140.0K | $43.3M | +6.94%(+9.09K) | $213.19(+69.07%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.36% | 171.1K | $29.0M | +12.69%(+19.27K) | $116.02(+18.17%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.2% | 88.9K | $25.6M | -5.82%(-5.50K) | $176.91(+103.44%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.05% | 78.2K | $22.4M | -36.17%(-44.30K) | $165.15(+115.67%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 0.87% | 63.4K | $18.6M | -0.07%(-46) | $235.42(+42.07%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 0.87% | 89.9K | $18.6M | +138.29%(+52.18K) | $166.26(+1.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.73% | +67.39% |
| Top 20 Holdings Unweighted | +19.95% | +72.59% |
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