New Age Alpha Advisors, LLC Top Holdings and 13F Report (2025) About New Age Alpha Advisors, LLCInvestment ActivityNew Age Alpha Advisors, LLC has $2.23 billion in total holdings as of March 31, 2025.New Age Alpha Advisors, LLC owns shares of 895 different stocks, but just 250 companies or ETFs make up 80% of its holdings.Approximately 25.91% of the portfolio was purchased this quarter.About 32.55% of the portfolio was sold this quarter.This quarter, New Age Alpha Advisors, LLC has purchased 875 new stocks and bought additional shares in 254 stocks.New Age Alpha Advisors, LLC sold shares of 450 stocks and completely divested from 156 stocks this quarter.Largest Holdings Apple $74,124,115Microsoft $70,257,992Amazon.com $57,771,116NVIDIA $37,517,686Taiwan Semiconductor Manufacturing $32,569,200 Largest New Holdings this Quarter 92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $18,173,776 Holding464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF $9,085,750 Holding78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF $9,084,492 Holding410867105 - The Hanover Insurance Group $5,668,856 Holding302941109 - FTI Consulting $5,251,053 Holding Largest Purchases this Quarter Apple 107,860 shares (about $23.96M)Microsoft 52,374 shares (about $19.66M)Vanguard Intermediate-Term Corporate Bond ETF 222,282 shares (about $18.17M)Amazon.com 79,586 shares (about $15.14M)Ecolab 39,110 shares (about $9.92M) Largest Sales this Quarter Costco Wholesale 16,391 shares (about $15.50M)Berkshire Hathaway 26,214 shares (about $13.96M)Brown & Brown 98,105 shares (about $12.20M)Digital Realty Trust 82,012 shares (about $11.75M)Prologis 103,612 shares (about $11.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Age Alpha Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$74,124,115$23,958,942 ▲47.8%333,6973.3%Computer and TechnologyMSFTMicrosoft$70,257,992$19,660,676 ▲38.9%187,1603.1%Computer and TechnologyAMZNAmazon.com$57,771,116$15,142,032 ▲35.5%303,6432.6%Retail/WholesaleNVDANVIDIA$37,517,686$7,961,053 ▼-17.5%346,1681.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$32,569,200$830,000 ▲2.6%196,2001.5%Computer and TechnologySPGSimon Property Group$20,530,809$3,039,596 ▼-12.9%123,6200.9%FinanceBRK.BBerkshire Hathaway$20,453,735$13,961,052 ▼-40.6%38,4050.9%FinanceECLEcolab$19,489,605$9,915,168 ▲103.6%76,8760.9%Basic MaterialsVCITVanguard Intermediate-Term Corporate Bond ETF$18,173,776$18,173,776 ▲New Holding222,2820.8%ETFMETAMeta Platforms$17,338,638$2,186,133 ▼-11.2%30,0830.8%Computer and TechnologyXOMExxon Mobil$15,874,656$5,330,323 ▼-25.1%133,4790.7%EnergyGOOGAlphabet$15,344,287$2,524,833 ▼-14.1%98,2160.7%Computer and TechnologyUNHUnitedHealth Group$15,245,838$1,028,645 ▼-6.3%29,1090.7%MedicalJPMJPMorgan Chase & Co.$14,391,995$11,232,041 ▼-43.8%58,6710.6%FinanceAVGOBroadcom$14,363,987$3,301,385 ▼-18.7%85,7910.6%Computer and TechnologyGOOGLAlphabet$14,048,580$295,362 ▼-2.1%90,8470.6%Computer and TechnologyPGProcter & Gamble$13,484,653$5,694,243 ▲73.1%79,1260.6%Consumer StaplesORealty Income$13,474,911$4,469,148 ▲49.6%232,2860.6%FinanceWELLWelltower$13,413,382$4,851,701 ▼-26.6%87,5490.6%FinanceEQIXEquinix$13,241,284$2,952,382 ▼-18.2%16,2400.6%FinanceCAHCardinal Health$13,216,828$4,848,953 ▲57.9%95,9340.6%MedicalNNNNNN REIT$12,628,196$4,690,093 ▲59.1%296,0890.6%FinanceTMToyota Motor$12,427,7120.0%70,4000.6%Auto/Tires/TrucksVICIVICI Properties$12,044,217$294 ▲0.0%369,2280.5%FinanceUBERUber Technologies$11,428,237$3,272,871 ▲40.1%156,8520.5%Computer and TechnologyTMUST-Mobile US$11,280,500$4,122,270 ▼-26.8%42,2950.5%Computer and TechnologyBACBank of America$11,129,433$4,365,584 ▼-28.2%266,7010.5%FinanceGILDGilead Sciences$11,037,933$2,036,733 ▼-15.6%98,5090.5%MedicalKOCoca-Cola$10,881,943$4,965,773 ▼-31.3%151,9400.5%Consumer StaplesDUKDuke Energy$10,669,571$1,733,438 ▼-14.0%87,4770.5%UtilitiesCBChubb$10,467,275$3,220,421 ▼-23.5%34,6610.5%FinanceELSEquity LifeStyle Properties$10,445,020$138,603 ▼-1.3%156,5970.5%FinanceAMGNAmgen$10,440,042$4,203,122 ▲67.4%33,5100.5%MedicalCSCOCisco Systems$10,424,856$3,491,861 ▼-25.1%168,9330.5%Computer and TechnologyUNPUnion Pacific$10,237,225$9,037,834 ▲753.5%43,3340.5%TransportationREXRRexford Industrial Realty$10,236,942$2,417,317 ▲30.9%261,4800.5%FinanceORCLOracle$10,086,592$4,799,258 ▲90.8%72,1450.5%Computer and TechnologyWMTWalmart$10,042,474$275,836 ▼-2.7%114,3920.4%Retail/WholesalePSAPublic Storage$10,029,806$472,579 ▲4.9%33,5120.4%FinanceCCitigroup$10,012,785$5,273,989 ▲111.3%141,0450.4%FinanceEXRExtra Space Storage$10,007,930$1,875,726 ▼-15.8%67,3980.4%FinanceCOPConocoPhillips$9,999,479$34,867 ▲0.3%95,2150.4%EnergyTSLATesla$9,960,037$6,300,180 ▼-38.7%38,4320.4%Auto/Tires/TrucksPLDPrologis$9,949,310$11,582,785 ▼-53.8%89,0000.4%FinanceCTRECareTrust REIT$9,796,195$2,153,474 ▲28.2%342,7640.4%FinanceAMHAmerican Homes 4 Rent$9,794,378$3,266,141 ▼-25.0%259,0420.4%FinanceMRKMerck & Co., Inc.$9,483,323$2,533,925 ▼-21.1%105,6520.4%MedicalCRMSalesforce$9,322,558$6,585,554 ▲240.6%34,7390.4%Computer and TechnologyAMTAmerican Tower$9,312,628$2,370,535 ▼-20.3%42,7970.4%FinanceDEDeere & Company$9,223,666$2,265,552 ▼-19.7%19,6520.4%IndustrialsIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$9,085,750$9,085,750 ▲New Holding172,9960.4%ManufacturingSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$9,084,492$9,084,492 ▲New Holding273,3000.4%ETFLLYEli Lilly and Company$9,006,549$1,548,581 ▼-14.7%10,9050.4%MedicalZTSZoetis$8,955,808$4,866,231 ▲119.0%54,3930.4%MedicalAVBAvalonBay Communities$8,850,498$736,576 ▲9.1%41,2380.4%FinanceDXCMDexCom$8,569,713$4,340,308 ▼-33.6%125,4900.4%MedicalOMCOmnicom Group$8,489,072$11,276 ▲0.1%102,3890.4%Business ServicesIRMIron Mountain$8,304,667$3,509,830 ▲73.2%96,5210.4%Business ServicesEGEverest Group$8,011,428$930,125 ▼-10.4%22,0500.4%FinanceOGEOGE Energy$7,963,765$1,864,873 ▲30.6%173,2760.4%UtilitiesADCAgree Realty$7,861,261$2,739,550 ▲53.5%101,8430.4%FinanceEXCExelon$7,850,189$3,792,614 ▲93.5%170,3600.4%UtilitiesUNMUnum Group$7,803,786$598,242 ▼-7.1%95,7990.3%FinanceONOnsemi$7,740,216$110,351 ▼-1.4%190,2240.3%Computer and TechnologyRPMRPM International$7,518,621$1,092,945 ▼-12.7%64,9950.3%ConstructionRSReliance$7,513,852$7,371,210 ▲5,167.6%26,0220.3%Basic MaterialsEQREquity Residential$7,473,883$1,431,242 ▲23.7%104,4130.3%FinanceEVERGY INC$7,455,633$3,205,486 ▲75.4%108,1310.3%COMAMCRAmcor$7,437,050$7,433,034 ▲185,094.7%766,7060.3%IndustrialsBMRNBioMarin Pharmaceutical$7,406,687$5,750,986 ▲347.3%104,7770.3%MedicalESSEssex Property Trust$7,386,191$110,978 ▲1.5%24,0930.3%FinanceMAMastercard$7,351,385$1,466,769 ▲24.9%13,4120.3%Business ServicesINTUIntuit$7,277,010$1,316,395 ▲22.1%11,8520.3%Computer and TechnologyPYPLPayPal$7,232,636$427,322 ▼-5.6%110,8450.3%Computer and TechnologyPEPPepsiCo$7,148,091$4,218,263 ▲144.0%47,6730.3%Consumer StaplesBKNGBooking$7,034,751$7,020,930 ▲50,800.0%1,5270.3%Retail/WholesaleAXPAmerican Express$7,032,429$6,732,707 ▼-48.9%26,1380.3%FinanceINVHInvitation Homes$6,890,647$1,704,688 ▼-19.8%197,7230.3%FinanceJJacobs Solutions$6,889,158$147,002 ▼-2.1%56,9870.3%Business ServicesFIFiserv$6,885,037$3,026,696 ▲78.4%31,1780.3%Business ServicesSPGIS&P Global$6,841,058$5,638,893 ▲469.1%13,4640.3%Business ServicesCATCaterpillar$6,752,326$2,400,614 ▼-26.2%20,4740.3%IndustrialsALVAutoliv$6,739,359$1,348,597 ▲25.0%76,1940.3%Auto/Tires/TrucksFHNFirst Horizon$6,717,456$798,803 ▲13.5%345,9040.3%FinanceSNPSSynopsys$6,636,454$1,357,739 ▼-17.0%15,4750.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$6,559,407$5,769,548 ▲730.5%11,7260.3%FinanceRGAReinsurance Group of America$6,457,729$782,874 ▼-10.8%32,7970.3%FinanceCUBECubeSmart$6,395,055$733,715 ▼-10.3%149,7320.3%FinanceBRBroadridge Financial Solutions$6,390,033$3,946,279 ▼-38.2%26,3550.3%Business ServicesVRTXVertex Pharmaceuticals$6,369,081$82,419 ▼-1.3%13,1370.3%MedicalAKAMAkamai Technologies$6,336,639$1,985,935 ▼-23.9%78,7160.3%Computer and TechnologyPANWPalo Alto Networks$6,261,294$3,116,399 ▼-33.2%36,6930.3%Computer and TechnologyTHCTenet Healthcare$6,216,053$1,140,022 ▼-15.5%46,2160.3%MedicalGEGE Aerospace$6,136,198$6,106,776 ▲20,755.8%30,6580.3%IndustrialsTDSTelephone and Data Systems$6,111,197$1,888,808 ▲44.7%157,7490.3%UtilitiesIVViShares Core S&P 500 ETF$6,101,673$2,552,150 ▲71.9%10,8590.3%ETFAJGArthur J. Gallagher & Co.$6,055,509$6,017,878 ▲15,991.7%17,5400.3%FinanceSHWSherwin-Williams$6,052,511$4,524,805 ▲296.2%17,3330.3%Basic MaterialsORLYO'Reilly Automotive$6,035,459$4,697,429 ▼-43.8%4,2130.3%Retail/WholesaleCNCCentene$5,863,068$123,241 ▼-2.1%96,5750.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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