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
AXS
Axis Capital Holdings LTD

Financial Services
2.58K
New
$69.04 - $79.88 $178K - $206K
2.58K $205K
FL
Foot Locker, Inc.

Consumer Cyclical
7.6K
+ 79.36%
$23.07 - $32.96 $175K - $250K
17.2K $443K
PNQI
Invesco Nasdaq Internet ETF

ETFs
4.62K
+ 217.18%
$37.37 - $43.48 $172K - $201K
6.74K $292K
HYG
Ishares Tr

ETFs
2.05K
+ 15.99%
$76.72 - $80.36 $158K - $165K
14.9K $1.2M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
4.89K
New
$39.33 - $41.74 $192K - $204K
4.89K $204K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.07K
+ 1.87%
$32.04 - $37.11 $34.3K - $39.8K
58.4K $2.13M
HESM
Hess Midstream LP

Energy
5.77K
New
$34.91 - $38.61 $202K - $223K
5.77K $203K
LNTH
Lantheus Holdings, Inc.

Healthcare
1.02K
+ 33.33%
$77.7 - $123.62 $79.6K - $127K
4.1K $449K
HAP
Vaneck ETF Tr Natural Resource

ETFs
3.83K
+ 1321.03%
$48.29 - $52.83 $185K - $202K
4.12K $217K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
13.7K
+ 54.06%
$12.23 - $13.11 $167K - $179K
39K $510K
SLI
Standard Lithium Ltd.

Basic Materials
119K
+ 559.64%
$1.1 - $1.69 $131K - $201K
140K $225K
MRO
Marathon Oil Corp

Energy
12.7K
+ 18.35%
$25.87 - $29.26 $329K - $372K
82.1K $2.19M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
311
+ 0.96%
$39.15 - $46.02 $12.2K - $14.3K
32.7K $1.5M
CXM
Sprinklr, Inc.

Technology
25.5K
New
$7.36 - $10.05 $188K - $256K
25.5K $197K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
1.18K
+ 4.41%
$44.56 - $50.18 $52.5K - $59.1K
27.9K $1.39M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.57K
+ 11.59%
$84.81 - $93.54 $133K - $147K
15.1K $1.39M
ROLL
Rbc Bearings Inc

Industrials
794
+ 14.66%
N/A
6.21K $1.53M
IGRO
Ishares Tr International Divid

ETFs
2.35K
+ 94.91%
$66.7 - $75.25 $157K - $177K
4.82K $359K
MKL
Markel Corp

Financial Services
124
+ 70.45%
$1494.55 - $1645.69 $185K - $204K
300 $470K
RELX
Relx PLC

Communication Services
3.06K
+ 10.13%
$44.1 - $48.86 $135K - $150K
33.3K $1.58M
WDFC
Wd 40 CO

Basic Materials
704
+ 233.89%
$213.45 - $271.83 $150K - $191K
1.01K $259K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
3.44K
+ 20.24%
$32.65 - $36.84 $112K - $127K
20.5K $753K
FTC
First Tr Lge Cap Growth

ETFs
627
+ 5.17%
$115.51 - $131.45 $72.4K - $82.4K
12.8K $1.68M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
10.4K
+ 2048.82%
$13.65 - $23.25 $142K - $242K
10.9K $201K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.66K
+ 14.23%
$92.1 - $95.52 $153K - $158K
13.3K $1.27M
IHDG
Wisdomtree Tr

ETFs
3.96K
+ 4.36%
$42.42 - $46.78 $168K - $185K
94.9K $4.34M
BLOK
Amplify ETF Tr Trnsformational

ETFs
5K
+ 499.7%
$31.4 - $40.35 $157K - $202K
6K $225K
EQIX
Equinix Inc

Real Estate
10
+ 0.73%
$749.0 - $890.01 $7.49K - $8.9K
1.39K $1.23M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.94K
+ 81.69%
$53.15 - $59.61 $156K - $175K
6.53K $382K
KIO
Kkr Income Opportunities Fund

Financial Services
10.8K
+ 37.5%
$13.6 - $14.8 $147K - $160K
39.7K $585K
PGF
Invesco Exchange Traded Fd Tr

ETFs
11K
+ 62.04%
$14.7 - $15.89 $161K - $175K
28.7K $449K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.14K
+ 1.34%
$68.53 - $74.13 $78.1K - $84.4K
85.8K $6.3M
SILV
Silver Crest Metals Inc.

Basic Materials
2.85K
+ 1.96%
$7.39 - $10.22 $21K - $29.1K
148K $1.37M
CACI
Caci International Inc

Technology
441
New
$427.76 - $427.76 $189K - $189K
441 $188K
NIO
Nio Inc.

Consumer Cyclical
22.8K
+ 172.32%
$3.67 - $6.68 $83.7K - $152K
36K $240K
INOD
Innodata Inc

Technology
11K
New
$13.74 - $21.34 $151K - $235K
11K $184K
PNR
Pentair PLC

Industrials
824
+ 17.07%
$74.39 - $97.79 $61.3K - $80.6K
5.65K $552K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.21K
+ 8.36%
$38.03 - $42.06 $83.9K - $92.8K
28.6K $1.2M
LFVN
Lifevantage Corp

Consumer Defensive
7.77K
+ 51.54%
$5.51 - $13.01 $42.8K - $101K
22.9K $276K
PARA
Paramount Global

Communication Services
16.9K
+ 395.29%
$9.98 - $11.95 $168K - $202K
21.1K $224K
DAL
Delta Air Lines, Inc.

Industrials
1.05K
+ 2.83%
$37.32 - $51.8 $39.3K - $54.6K
38.3K $1.95M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
8.45K
+ 16.59%
$19.01 - $20.7 $161K - $175K
59.4K $1.21M
BIT
Black Rock Multi Sector Income Trust

Financial Services
8.92K
+ 12.26%
$14.44 - $15.2 $129K - $136K
81.6K $1.24M
ICLR
Icon PLC

Healthcare
788
+ 41.89%
$280.48 - $346.2 $221K - $273K
2.67K $767K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
3.93K
+ 2.4%
$47.43 - $47.88 $186K - $188K
168K $7.96M
UBSI
United Bankshares Inc

Financial Services
347
+ 0.98%
$31.56 - $39.32 $11K - $13.6K
35.6K $1.32M
DLR
Digital Realty Trust, Inc.

Real Estate
194
+ 1.31%
$144.47 - $162.98 $28K - $31.6K
15K $2.42M
NTR
Nutrien Ltd.

Basic Materials
3.87K
+ 104.43%
$45.26 - $52.2 $175K - $202K
7.57K $363K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.42K
+ 2.88%
$49.69 - $50.5 $120K - $122K
86.6K $4.38M
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email