New Age Alpha Advisors, LLC
Top Portfolio Positions
740 positions ·
$2,076,762,721 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
271,282 | $68,848,658 | 3.32% | |
| NVDA |
Nvidia Corp
Technology
|
327,596 | $57,132,742 | 2.75% | |
| MSFT |
Microsoft Corp
Technology
|
120,592 | $44,639,540 | 2.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
208,840 | $43,495,106 | 2.09% | |
| AVGO |
Broadcom Inc.
Technology
|
139,963 | $43,319,948 | 2.09% | |
| XOM |
Exxon Mobil Corp
Energy
|
171,142 | $29,035,951 | 1.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
88,938 | $25,575,011 | 1.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
63,388 | $18,646,214 | 0.90% | |
| CVX |
Chevron Corp
Energy
|
89,913 | $18,602,999 | 0.90% | |
| WELL |
Welltower Inc.
Real Estate
|
91,795 | $18,148,789 | 0.87% |
Portfolio Trend
10 quarters · across all stocks
Holdings in INVX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,026,599 | 42,091 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $958,059 | 43,807 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,373,183 | 74,066 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,184,386 | 75,825 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,467,278 | 81,697 | Shares | Sole | 2025-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||