MondegarAI
New Age Alpha Advisors, LLC

Q3 2024 · 13F-HR

New Age Alpha Advisors, LLCholdings as filed

Filed 2024-11-12 · accession 0001855205-24-000056

$169.7M
Reported value
191
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$18.9M11.1%108,900CommonSOLE
023135106AMZNAMAZON COM INC$15.7M9.25%84,252CommonSOLE
780259305SHELSHELL PLC$13.1M7.71%198,300CommonSOLE
892331307TMTOYOTA MOTOR CORP$12.6M7.41%70,400CommonSOLE
594918104MSFTMICROSOFT CORP$10.8M6.36%25,059CommonSOLE
02079K107GOOGALPHABET INC$10.0M5.92%60,061CommonSOLE
11135F101AVGOBROADCOM INC$6.9M4.07%40,070CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.1M3.58%50,030CommonSOLE
871607107SNPSSYNOPSYS INC$5.1M2.98%10,000CommonSOLE
042068205ARMARM HOLDINGS PLC$5.0M2.95%35,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.9M2.91%18,200CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.7M2.80%28,940CommonSOLE
03662Q105AKXANSYS INC$4.5M2.63%14,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.2M2.48%15,000CommonSOLE
37045V100GMGENERAL MTRS CO$3.8M2.25%85,000CommonSOLE
46090E103QQQINVESCO QQQ TR$3.7M2.18%7,563CommonSOLE
55087P104LYFTLYFT INC$3.6M2.10%280,000CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.0M1.75%25,000CommonSOLE
74340W103PLDPROLOGIS INC.$2.5M1.49%20,000CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.5M1.47%25,000CommonSOLE
72352L106PINSPINTEREST INC$2.4M1.43%75,000CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.2M1.28%30,000CommonSOLE
11135F951BROADCOM INC$2.1M1.25%1,400CALLSOLE
N82405106STLASTELLANTIS N.V$2.1M1.23%148,600CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.1M1.22%20,000CommonSOLE
68389X105ORCLORACLE CORP$1.7M1.00%10,000CommonSOLE
747525103QCOMQUALCOMM INC$1.7M1.00%10,000CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$1.5M0.89%1,250CALLSOLE
23804L103DDOGDATADOG INC$1.2M0.68%10,000CommonSOLE
29362U104ENTGENTEGRIS INC$1.1M0.66%10,000CommonSOLE
345370860FFORD MTR CO$1.1M0.63%101,500CommonSOLE
G1890L907CAPRI HOLDINGS LIMITED$1.1M0.63%25,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$752,0000.44%10,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$619,5100.37%1,346CommonNONE
36828A951GE VERNOVA INC$558,0000.33%100CALLSOLE
093712107BEBLOOM ENERGY CORP$528,0000.31%50,000CommonSOLE
912909908UNITED STATES STL CORP NEW$505,0000.30%1,000CALLSOLE
874039950TAIWAN SEMICONDUCTOR MFG LTD$457,7700.27%1,435PUTSOLE
042068955ARM HOLDINGS PLC$373,2000.22%600PUTSOLE
922908363VOOVANGUARD INDEX FDS$354,5940.21%672CommonNONE
345370900FORD MTR CO$287,0000.17%7,000CALLSOLE
23804L953DATADOG INC$171,4000.10%600PUTSOLE
37045V950GENERAL MTRS CO$132,0000.08%500CALLSOLE
086516951BEST BUY INC$126,0000.07%500PUTSOLE
02079K305GOOGLALPHABET INC$116,0950.07%700CommonNONE
90353T950UBER TECHNOLOGIES INC$108,8000.06%400CALLSOLE
042068905ARM HOLDINGS PLC$93,2000.05%200CALLSOLE
931142953WALMART INC$90,0000.05%1,000PUTSOLE
37045V900GENERAL MTRS CO$72,5000.04%500PUTSOLE
90353T900UBER TECHNOLOGIES INC$61,6000.04%800PUTSOLE
874039900TAIWAN SEMICONDUCTOR MFG LTD$49,2000.03%100CALLSOLE
46090E903INVESCO QQQ TR$45,7000.03%100CALLSOLE
26441C204DUKDUKE ENERGY CORP NEW$41,7390.02%362CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$41,4500.02%404CommonNONE
92840M952VISTRA CORP$38,0000.02%200PUTSOLE
191216100KOCOCA COLA CO$35,4270.02%493CommonNONE
G1890L957CAPRI HOLDINGS LIMITED$34,5000.02%750PUTSOLE
742718109PGPROCTER AND GAMBLE CO$31,3490.02%181CommonNONE
931142103WMTWALMART INC$30,9270.02%383CommonNONE
G54950103LINLINDE PLC$30,0420.02%63CommonNONE
H1467J104CBCHUBB LIMITED$29,7040.02%103CommonNONE
172908105CTASCINTAS CORP$29,4410.02%143CommonNONE
78409V104SPGIS&P GLOBAL INC$28,9310.02%56CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$27,4820.02%31CommonNONE
92343E102VRSNVERISIGN INC$27,1640.02%143CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$26,9900.02%128CommonNONE
94106L109WMWASTE MGMT INC DEL$26,9880.02%130CommonNONE
278865100ECLECOLAB INC$26,8100.02%105CommonNONE
03073E105CORCENCORA INC$26,5590.02%118CommonNONE
17275R102CSCOCISCO SYS INC$26,5040.02%498CommonNONE
037833100AAPLAPPLE INC$24,5090.01%105CommonNONE
872590104TMUST-MOBILE US INC$23,1120.01%112CommonNONE
55087P904LYFT INC$22,0000.01%2,000CALLSOLE
194162103CLCOLGATE PALMOLIVE CO$21,3850.01%206CommonNONE
760759100RSGREPUBLIC SVCS INC$20,8870.01%104CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$20,7470.01%93CommonNONE
452308109ITWILLINOIS TOOL WKS INC$20,7040.01%79CommonNONE
92826C839VVISA INC$20,6210.01%75CommonNONE
049560105ATOATMOS ENERGY CORP$20,2520.01%146CommonNONE
57636Q104MAMASTERCARD INCORPORATED$19,7520.01%40CommonNONE
872540109TJXTJX COS INC NEW$19,6290.01%167CommonNONE
580135101MCDMCDONALDS CORP$19,4890.01%64CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$19,1160.01%119CommonNONE
718172109PMPHILIP MORRIS INTL INC$19,0600.01%157CommonNONE
12572Q105CMECME GROUP INC$18,9760.01%86CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$18,8840.01%42CommonNONE
337738108FISVFISERV INC$18,6840.01%104CommonNONE
064058100BKBANK NEW YORK MELLON CORP$18,2520.01%254CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$18,1990.01%204CommonNONE
69351T106PPLPPL CORP$18,1940.01%550CommonNONE
209115104EDCONSOLIDATED EDISON INC$18,1190.01%174CommonNONE
67066G904NVIDIA CORPORATION$18,0000.01%100CALLSOLE
171340102CHDCHURCH & DWIGHT CO INC$17,9070.01%171CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$17,8770.01%152CommonNONE
969457100WMBWILLIAMS COS INC$17,8490.01%391CommonNONE
609207105MDLZMONDELEZ INTL INC$17,8280.01%242CommonNONE
776696106ROPROPER TECHNOLOGIES INC$17,8060.01%32CommonNONE
337932107FEFIRSTENERGY CORP$17,7840.01%401CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$17,7110.01%64CommonNONE
713448108PEPPEPSICO INC$17,6850.01%104CommonNONE
695156109PKGPACKAGING CORP AMER$17,6630.01%82CommonNONE
053611109AVYAVERY DENNISON CORP$17,6610.01%80CommonNONE
29364G103ETRENTERGY CORP NEW$17,6360.01%134CommonNONE
49271V100KDPKEURIG DR PEPPER INC$17,6160.01%470CommonNONE
125896100CMSCMS ENERGY CORP$17,5870.01%249CommonNONE
237194105DRIDARDEN RESTAURANTS INC$17,5620.01%107CommonNONE
539830109LMTLOCKHEED MARTIN CORP$17,5370.01%30CommonNONE
369550108GDGENERAL DYNAMICS CORP$17,5280.01%58CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$17,4770.01%99CommonNONE
842587107SOSOUTHERN CO$17,4050.01%193CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$17,2780.01%106CommonNONE
907818108UNPUNION PAC CORP$17,2540.01%70CommonNONE
59156R108METMETLIFE INC$17,2380.01%209CommonNONE
693506107PPGPPG INDS INC$17,2200.01%130CommonNONE
11135F901BROADCOM INC$17,2000.01%400PUTSOLE
G5960L103MDTMEDTRONIC PLC$17,1060.01%190CommonNONE
018802108LNTALLIANT ENERGY CORP$17,0540.01%281CommonNONE
45167R104IEXIDEX CORP$16,9460.01%79CommonNONE
03076C106AMPAMERIPRISE FINL INC$16,9130.01%36CommonNONE
65473P105NINISOURCE INC$16,9090.01%488CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$16,8820.01%60CommonNONE
704326107PAYXPAYCHEX INC$16,7740.01%125CommonNONE
682680103OKEONEOK INC NEW$16,7680.01%184CommonNONE
370334104GISGENERAL MLS INC$16,6900.01%226CommonNONE
02209S103MOALTRIA GROUP INC$16,6390.01%326CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$16,5570.01%77CommonNONE
001055102AFLAFLAC INC$16,5460.01%148CommonNONE
494368103KMBKIMBERLY-CLARK CORP$16,5040.01%116CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$16,4930.01%192CommonNONE
21036P108STZCONSTELLATION BRANDS INC$16,4920.01%64CommonNONE
30034W106EVRGEVERGY INC$16,4330.01%265CommonNONE
115236101BROBROWN & BROWN INC$16,3690.01%158CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$16,2570.01%194CommonNONE
69331C108PCGPG&E CORP$16,2510.01%822CommonNONE
871829107SYYSYSCO CORP$16,2360.01%208CommonNONE
00287Y109ABBVABBVIE INC$16,1930.01%82CommonNONE
756109104OREALTY INCOME CORP$16,1720.01%255CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$16,1350.01%70CommonNONE
925652109VICIVICI PPTYS INC$16,0890.01%483CommonNONE
233331107DTEDTE ENERGY CO$16,0510.01%125CommonNONE
681919106OMCOMNICOM GROUP INC$16,0250.01%155CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$16,0150.01%167CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$15,9050.01%54CommonNONE
031100100AMEAMETEK INC$15,7970.01%92CommonNONE
053484101AVBAVALONBAY CMNTYS INC$15,7680.01%70CommonNONE
281020107EIXEDISON INTL$15,7630.01%181CommonNONE
29476L107EQREQUITY RESIDENTIAL$15,6370.01%210CommonNONE
026874784AIGAMERICAN INTL GROUP INC$15,5250.01%212CommonNONE
758849103REGREGENCY CTRS CORP$15,4570.01%214CommonNONE
075887109BDXBECTON DICKINSON & CO$15,4300.01%64CommonNONE
22788C905CROWDSTRIKE HLDGS INC$15,3000.01%150CALLSOLE
92345Y106VRSKVERISK ANALYTICS INC$15,2740.01%57CommonNONE
500754106KHCKRAFT HEINZ CO$15,2030.01%433CommonNONE
036752103ELVELEVANCE HEALTH INC$15,0800.01%29CommonNONE
30231G102XOMEXXON MOBIL CORP$14,8870.01%127CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$14,7170.01%14CommonNONE
427866108HSYHERSHEY CO$14,5750.01%76CommonNONE
29362U904ENTEGRIS INC$14,2000.01%100CALLSOLE
040413106ANETEURARISTA NETWORKS INC$13,8180.01%36CommonNONE
910047109UALUNITED AIRLS HLDGS INC$13,4090.01%235CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$13,2610.01%51CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$12,5580.01%54CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$12,2780.01%21CommonNONE
697435105PANWPALO ALTO NETWORKS INC$11,9630.01%35CommonNONE
025816109AXPAMERICAN EXPRESS CO$11,9330.01%44CommonNONE
369604301GEGE AEROSPACE$11,8810.01%63CommonNONE
81762P102NOWSERVICENOW INC$11,6270.01%13CommonNONE
031162100AMGNAMGEN INC$11,6000.01%36CommonNONE
701094104PHPARKER-HANNIFIN CORP$11,3730.01%18CommonNONE
64110L106NFLXNETFLIX INC$11,3480.01%16CommonNONE
437076102HDHOME DEPOT INC$11,3460.01%28CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$10,9580.01%31CommonNONE
007903957ADVANCED MICRO DEVICES INC$10,8000.01%200PUTSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$10,3640.01%9CommonNONE
172967424CCITIGROUP INC$10,2660.01%164CommonNONE
366651107ITGARTNER INC$10,1350.01%20CommonNONE
482480100KLACKLA CORP$10,0670.01%13CommonNONE
14149Y108CAHCARDINAL HEALTH INC$9,9470.01%90CommonNONE
125523100CITHE CIGNA GROUP$9,7000.01%28CommonNONE
79466L302CRMSALESFORCE INC$9,5800.01%35CommonNONE
038222105AMATAPPLIED MATLS INC$9,4960.01%47CommonNONE
571903202MARMARRIOTT INTL INC NEW$9,4470.01%38CommonNONE
87612E106TGTTARGET CORP$9,0400.01%58CommonNONE
254687106DISDISNEY WALT CO$8,1760.00%85CommonNONE
20825C104COPCONOCOPHILLIPS$7,6850.00%73CommonNONE
550021109LULULULULEMON ATHLETICA INC$7,5980.00%28CommonNONE
674599105OXYOCCIDENTAL PETE CORP$7,2670.00%141CommonNONE
74340W903PROLOGIS INC.$6,8000.00%200CALLSOLE
24703L902DELL TECHNOLOGIES INC$6,1500.00%150CALLSOLE
92537N958VERTIV HOLDINGS CO$3,8000.00%100PUTSOLE
36828A901GE VERNOVA INC$3,4000.00%300PUTSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.