New Edge Advisors, LLC Purchases in Q3 2024

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
4.9K
+ 6.44%
$196.73 - $220.21 $965K - $1.08M
81K $16.8M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
9.08K
+ 691.17%
$52.04 - $54.34 $473K - $494K
10.4K $562K
GWW
W.W. Grainger, Inc.

Industrials
189
+ 8.83%
$896.19 - $1044.18 $169K - $197K
2.33K $2.42M
UIVM
Victory Portfolios Ii Victorys

ETFs
9.75K
New
$45.64 - $50.91 $445K - $496K
9.75K $488K
RACE
Ferrari N.V.

Consumer Cyclical
582
+ 17.11%
$405.92 - $496.79 $236K - $289K
3.98K $1.87M
KEY
Keycorp

Financial Services
17.9K
+ 25.14%
$13.95 - $17.34 $250K - $311K
89.3K $1.5M
ZETA
Zeta Global Holdings Corp.

Technology
16.1K
+ 6442.0%
$16.61 - $30.24 $268K - $487K
16.4K $487K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.4K
+ 6.06%
$19.2 - $19.63 $354K - $362K
323K $6.31M
EQT
Eqt Corp

Energy
13.4K
+ 29.62%
$30.21 - $37.21 $406K - $500K
58.8K $2.16M
PKG
Packaging Corp Of America

Consumer Cyclical
554
+ 5.11%
$176.32 - $215.7 $97.7K - $119K
11.4K $2.46M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.56K
+ 5.32%
$104.5 - $114.97 $163K - $179K
30.9K $3.54M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.26K
+ 108.55%
$55.51 - $61.51 $403K - $447K
14K $850K
HYLS
First Tr Tactical High Yield L

ETFs
8.55K
+ 10.45%
$40.54 - $42.23 $346K - $361K
90.3K $3.79M
ICE
Intercontinental Exchange, Inc.

Financial Services
763
+ 5.25%
$136.93 - $162.81 $104K - $124K
15.3K $2.46M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.63K
+ 9.72%
$77.22 - $89.49 $203K - $235K
29.6K $2.64M
IREN
Iris Energy LTD

Financial Services
55.2K
New
$6.44 - $15.03 $355K - $829K
55.2K $465K
IBMP
Ishares Tr Ibonds December 202

ETFs
11.7K
+ 3.27%
$24.92 - $25.47 $293K - $299K
370K $9.43M
VNLA
Janus Henderson Short Duration

ETFs
9.3K
+ 2072.16%
$48.34 - $49.08 $450K - $457K
9.75K $478K
AGI
Alamos Gold Inc

Basic Materials
9.29K
+ 14.83%
$15.54 - $21.04 $144K - $195K
71.9K $1.43M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.49K
+ 37.61%
$80.44 - $110.41 $200K - $275K
9.12K $1.01M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.86K
+ 38.45%
$110.06 - $128.44 $314K - $367K
10.3K $1.31M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.98K
+ 60.63%
$60.1 - $66.57 $359K - $398K
15.8K $1.05M
IWP
Ishares Russell Mid Cap Growth

ETFs
277
+ 0.47%
$103.87 - $117.59 $28.8K - $32.6K
59.8K $7.02M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
18.5K
+ 6.47%
$20.47 - $20.71 $379K - $384K
305K $6.29M
IBMO
Ishares Tr Ibonds December 202

ETFs
9.86K
+ 1.8%
$25.26 - $25.66 $249K - $253K
558K $14.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.93K
+ 14.42%
$51.02 - $52.74 $354K - $366K
55K $2.9M
PWR
Quanta Services, Inc.

Industrials
146
+ 1.66%
$239.58 - $298.23 $35K - $43.5K
8.95K $2.67M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.67K
+ 5.39%
$61.6 - $65.13 $226K - $239K
71.7K $4.65M
AEP
American Electric Power CO Inc

Utilities
479
+ 1.87%
$87.11 - $104.95 $41.7K - $50.3K
26K $2.67M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.04K
+ 11.91%
$65.04 - $84.24 $132K - $172K
19.1K $1.54M
CLH
Clean Harbors Inc

Industrials
1.15K
+ 12.08%
$219.55 - $249.19 $251K - $285K
10.6K $2.57M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.21K
+ 2069.16%
$175.0 - $190.72 $387K - $422K
2.32K $442K
A
Agilent Technologies, Inc.

Healthcare
523
+ 2.85%
$125.42 - $148.48 $65.6K - $77.7K
18.9K $2.8M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
46.9K
+ 99.33%
$7.86 - $8.77 $369K - $412K
94.2K $821K
KWEB
Kraneshares Tr Csi China Inter

ETFs
12.4K
+ 4026.38%
$24.73 - $34.02 $306K - $421K
12.7K $430K
EXP
Eagle Materials Inc

Basic Materials
565
+ 15.45%
$212.39 - $292.18 $120K - $165K
4.22K $1.21M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
924
+ 1.49%
$75.63 - $84.89 $69.9K - $78.4K
63K $5.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
96
+ 0.3%
$210.25 - $231.86 $20.2K - $22.3K
31.6K $7.05M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
8.83K
+ 42.4%
$40.44 - $42.71 $357K - $377K
29.7K $1.26M
SYY
Sysco Corp

Consumer Defensive
2.06K
+ 5.5%
$69.16 - $78.98 $142K - $163K
39.5K $3.08M
CHY
Calamos Convertible & High Income Fund

Financial Services
27.2K
+ 24.47%
$11.13 - $12.01 $302K - $326K
138K $1.65M
HBAN
Huntington Bancshares Inc

Financial Services
5.32K
+ 2.45%
$12.84 - $15.15 $68.3K - $80.6K
222K $3.27M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.36K
+ 33.81%
$60.25 - $66.85 $323K - $358K
21.2K $1.4M
RSG
Republic Services, Inc.

Industrials
1.19K
+ 4.61%
$189.34 - $208.21 $225K - $247K
27K $5.41M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10K
+ 27.1%
$42.59 - $60.56 $427K - $607K
47K $2.37M
PWZ
Invesco California Amt Free Mu

ETFs
16.1K
New
$24.63 - $25.25 $397K - $407K
16.1K $404K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
9.5K
+ 3168.0%
$37.39 - $42.2 $355K - $401K
9.8K $413K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.67K
+ 23.23%
$62.4 - $62.4 $416K - $416K
35.4K $2.21M
LEN
Lennar Corp

Consumer Cyclical
666
+ 9.08%
$142.5 - $192.45 $94.9K - $128K
8K $1.5M
Activity Summary
Buys All Purchases 1655 New Holdings 245 Increased Positions 1410 Sells All Sells 1277 Reductions 1276 Sold out 1 Options Calls 0 Puts 0
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