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
IPAC
Ishares Tr Ishares Core Msci P

ETFs
4.19K
New
$57.83 - $67.29 $242K - $282K
4.19K $278K
EHC
Encompass Health Corp

Healthcare
2.25K
+ 40.49%
$83.97 - $97.17 $189K - $218K
7.8K $753K
UMBF
Umb Financial Corp

Financial Services
2.49K
+ 383.1%
$81.41 - $108.94 $203K - $272K
3.15K $330K
VOD
Vodafone Group Public LTD CO

Communication Services
24.8K
+ 107.86%
$8.8 - $10.35 $219K - $257K
47.9K $479K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
17.6K
+ 29.9%
$12.25 - $13.1 $215K - $230K
76.3K $999K
XLK
Technology Sector Spdr

ETFs
1.41K
+ 1.47%
$197.34 - $237.68 $278K - $335K
96.9K $21.9M
IR
Ingersoll Rand Inc.

Industrials
2.62K
+ 126.36%
$86.9 - $100.4 $227K - $263K
4.69K $460K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.89K
+ 4.32%
$23.63 - $24.42 $163K - $168K
166K $4.06M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.13K
+ 30.42%
$107.74 - $140.72 $121K - $158K
4.82K $675K
SOXL
Direxion Daily Semiconductor B

ETFs
7.33K
New
$25.96 - $68.59 $190K - $503K
7.33K $268K
EWBC
East West Bancorp Inc

Financial Services
3.2K
+ 2577.42%
$70.41 - $88.25 $225K - $282K
3.32K $274K
ILCB
Ishares Morningstar U.S. Equit

ETFs
3.35K
New
$71.38 - $79.23 $239K - $265K
3.35K $265K
EQR
Equity Residential

Real Estate
3.18K
+ 61.72%
$67.19 - $78.09 $214K - $248K
8.34K $620K
EEMV
Ishares Msci Emerging Markets

ETFs
2.25K
+ 10.16%
$56.77 - $63.31 $128K - $143K
24.4K $1.53M
FDUS
Fidus Investment Corp

Financial Services
12.6K
+ 10.3%
$18.76 - $20.34 $236K - $256K
135K $2.65M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
5.68K
+ 13.68%
$29.78 - $32.95 $169K - $187K
47.2K $1.55M
TRGP
Targa Resources Corp.

Energy
135
+ 1.08%
$127.86 - $156.46 $17.3K - $21.1K
12.6K $1.86M
BRKR
Bruker Corp

Healthcare
3.61K
+ 339.34%
$60.3 - $70.67 $218K - $255K
4.68K $323K
DLY
Double Line Yield Opportunities Fund

N/A
15.5K
New
$15.67 - $16.79 $242K - $259K
15.5K $256K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
5.04K
+ 62975.0%
$46.25 - $50.82 $233K - $256K
5.05K $256K
IQI
Invesco Quality Municipal Income Trust

Financial Services
22.6K
+ 60.68%
$9.86 - $10.44 $223K - $236K
59.9K $625K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
12.6K
+ 13.39%
$12.25 - $13.39 $154K - $169K
107K $1.43M
DT
Dynatrace, Inc.

Technology
4.46K
+ 232.27%
$40.49 - $53.47 $180K - $238K
6.37K $340K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.07K
+ 1.8%
$38.89 - $42.97 $41.7K - $46.1K
60.7K $2.6M
DECK
Deckers Outdoor Corp

Consumer Cyclical
7.65K
+ 640.08%
$150.73 - $974.56 $1.15M - $7.45M
8.84K $1.41M
ILMN
Illumina, Inc.

Healthcare
1.84K
+ 427.61%
$105.28 - $135.9 $194K - $250K
2.27K $296K
PB
Prosperity Bancshares Inc

Financial Services
3.3K
+ 249.58%
$59.22 - $74.29 $195K - $245K
4.62K $332K
UGI
Ugi Corp

Utilities
2.61K
+ 2.93%
$22.23 - $25.05 $58K - $65.3K
91.8K $2.29M
JPUS
Jpmorgan Diversified Return Us

ETFs
2.08K
+ 2470.24%
$108.5 - $119.68 $225K - $248K
2.16K $258K
KEYS
Keysight Technologies, Inc.

Technology
328
+ 3.69%
$119.86 - $158.87 $39.3K - $52.1K
9.21K $1.46M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.71K
+ 5.29%
$47.41 - $50.82 $128K - $138K
53.9K $2.72M
CVNA
Carvana Co.

Consumer Cyclical
137
+ 2.77%
$122.32 - $175.15 $16.8K - $24K
5.08K $884K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
12.2K
New
$18.63 - $20.45 $227K - $249K
12.2K $248K
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
5.84K
New
$40.12 - $42.61 $234K - $249K
5.84K $248K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
2.99K
+ 71.6%
$64.0 - $72.54 $191K - $217K
7.17K $518K
MLI
Mueller Industries Inc

Industrials
703
+ 6.17%
$55.73 - $74.1 $39.2K - $52.1K
12.1K $895K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
340
+ 0.98%
$90.87 - $102.43 $30.9K - $34.8K
35.1K $3.47M
FISV
Fiserv Inc

Technology
1.95K
+ 9.2%
N/A
23.1K $2.9M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
19.2K
+ 62.91%
$10.96 - $12.01 $210K - $231K
49.7K $580K
COF
Capital One Financial Corp

Financial Services
1.18K
+ 19.62%
$131.42 - $153.05 $155K - $180K
7.17K $1.07M
NNN
National Retail Properties, Inc.

Real Estate
4.76K
+ 227.24%
$42.12 - $48.79 $201K - $232K
6.86K $332K
NLOK
Norton Life Lock Inc.

Technology
11.3K
+ 697.96%
N/A
12.9K $276K
SON
Sonoco Products CO

Consumer Cyclical
4K
+ 66.37%
$48.33 - $56.57 $193K - $226K
10K $547K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.17K
New
$45.6 - $46.83 $236K - $242K
5.17K $242K
ZBRA
Zebra Technologies Corp

Technology
610
+ 226.77%
$306.21 - $371.02 $187K - $226K
879 $325K
SPG
Simon Property Group Inc

Real Estate
65
+ 0.49%
$146.09 - $170.11 $9.5K - $11.1K
13.5K $2.28M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
14.5K
+ 103650.0%
$13.75 - $18.24 $200K - $265K
14.5K $240K
ACA
Arcosa, Inc.

Industrials
533
+ 3.21%
$76.27 - $95.27 $40.7K - $50.8K
17.1K $1.62M
KEP
Korea Electric Power Corp

Utilities
30.5K
+ 12366.4%
$6.88 - $8.58 $210K - $262K
30.8K $238K
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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