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
HUBS
Hubspot Inc

Technology
569
+ 17.02%
$450.09 - $592.58 $256K - $337K
3.91K $2.08M
IAI
Ishares Tr Us Broker Dealers &

ETFs
487
+ 12.74%
$115.73 - $128.74 $56.4K - $62.7K
4.31K $554K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
3.35K
+ 2.76%
$23.41 - $23.78 $78.5K - $79.7K
125K $2.96M
EXPD
Expeditors International Of Washington Inc

Industrials
404
+ 5.3%
$116.1 - $131.42 $46.9K - $53.1K
8.02K $1.05M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
11.8K
+ 34.05%
$7.48 - $8.24 $88.4K - $97.4K
46.5K $381K
KIE
Spdr S&P Insurance ETF

ETFs
798
+ 9.64%
$49.44 - $56.87 $39.5K - $45.4K
9.08K $515K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.51K
+ 4.14%
$38.49 - $41.61 $58K - $62.7K
37.9K $1.57M
CPRT
Copart Inc

Consumer Cyclical
2.56K
+ 13.65%
$49.19 - $55.54 $126K - $142K
21.3K $1.12M
GDV
Gabelli Dividend & Income Trust

Financial Services
1.18K
+ 2.84%
$22.05 - $24.45 $26K - $28.9K
42.7K $1.04M
VMI
Valmont Industries Inc

Industrials
349
New
$260.22 - $302.59 $90.8K - $106K
349 $101K
MPW
Medical Properties Trust Inc

Real Estate
8.57K
+ 27.1%
$4.03 - $6.38 $34.5K - $54.7K
40.2K $235K
NRZ
New Residential Investment Corp.

Real Estate
13.6K
+ 95.56%
N/A
27.9K $202K
BWAY
Brainsway Ltd.

Healthcare
10.1K
+ 647.75%
$5.8 - $9.24 $58.5K - $93.3K
11.7K $107K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.19K
+ 11.87%
$24.38 - $25.2 $77.7K - $80.3K
30K $755K
JPIN
Jp Morgan Diversified Return I

ETFs
1.27K
+ 29.75%
$54.1 - $60.82 $68.7K - $77.2K
5.53K $332K
LNC
Lincoln National Corp

Financial Services
2.56K
+ 6.79%
$28.71 - $34.05 $73.4K - $87.1K
40.2K $1.27M
NJR
New Jersey Resources Corp

Utilities
840
+ 6.59%
$42.03 - $48.02 $35.3K - $40.3K
13.6K $640K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.14K
+ 7.72%
$39.43 - $44.82 $45.1K - $51.3K
16K $715K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
3.58K
+ 5.69%
$10.63 - $11.81 $38K - $42.2K
66.4K $774K
MUSA
Murphy Usa Inc.

Consumer Cyclical
128
+ 9.12%
$452.85 - $536.35 $58K - $68.7K
1.53K $754K
CLOI
Vaneck ETF Tr

ETFs
1.79K
New
$52.65 - $53.04 $94.1K - $94.8K
1.79K $94K
XCEM
Columbia ETF Tr Ii

ETFs
2K
+ 5.45%
$30.17 - $33.79 $60.3K - $67.6K
38.7K $1.26M
DFIV
Dimensional ETF Tr

ETFs
30
+ 0.07%
$34.66 - $38.38 $1.04K - $1.15K
43.1K $1.64M
RPG
Invesco Exchange Traded Fd Tr

ETFs
187
+ 0.44%
$33.68 - $39.31 $6.3K - $7.35K
42.7K $1.68M
ENFR
Alerian Energy Infrastructure

ETFs
1.72K
+ 6.71%
$26.22 - $28.65 $45.2K - $49.4K
27.4K $774K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
6.65K
+ 9.7%
$8.72 - $9.6 $58K - $63.8K
75.2K $722K
MOMO
Hello Group Inc.

Communication Services
12.2K
+ 305350.0%
$6.06 - $7.61 $74K - $92.9K
12.2K $92K
ACWI
Ishares Msci Acwi ETF

ETFs
236
+ 2.63%
$107.24 - $119.84 $25.3K - $28.3K
9.23K $1.1M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
3.11K
+ 12.1%
$17.34 - $19.53 $54K - $60.8K
28.8K $563K
IAT
Ishares Tr

ETFs
1.06K
+ 16.0%
$40.8 - $48.93 $43.4K - $52K
7.71K $366K
SCHC
Schwab Strategic Tr Intl Small

ETFs
219
+ 0.78%
$34.48 - $38.87 $7.55K - $8.51K
28.3K $1.09M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
1.2K
+ 5.08%
$37.78 - $40.34 $45.4K - $48.5K
24.9K $1M
ZM
Zoom Video Communications, Inc.

Technology
359
+ 6.01%
$55.32 - $71.9 $19.9K - $25.8K
6.34K $442K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
715
+ 3.3%
$63.74 - $73.47 $45.6K - $52.5K
22.4K $1.6M
SUB
Ishares Short Term National Mu

ETFs
177
+ 0.42%
$104.3 - $106.3 $18.5K - $18.8K
42K $4.46M
STT
State Street Corp

Financial Services
190
+ 3.94%
$73.37 - $89.31 $13.9K - $17K
5.01K $443K
APTV
Aptiv PLC

Consumer Cyclical
1.12K
+ 37.34%
$65.39 - $74.24 $73.1K - $83K
4.11K $296K
EVN
Eaton Vance Municipal Income Trust

Financial Services
6.05K
+ 19.95%
$10.28 - $11.24 $62.2K - $68K
36.4K $399K
PHR
Phreesia, Inc.

Healthcare
3.8K
New
$18.82 - $26.01 $71.5K - $98.8K
3.8K $86K
VONE
Vanguard Russell 1000 ETF

ETFs
101
+ 2.41%
$234.0 - $260.07 $23.6K - $26.3K
4.29K $1.11M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
4.04K
+ 5.93%
$8.03 - $9.1 $32.4K - $36.7K
72.1K $656K
RY
Royal Bank Of Canada

Financial Services
2
+ 0.04%
$105.65 - $124.73 $211 - $249
4.52K $564K
KMDA
Kamada LTD

Healthcare
15.2K
New
$4.83 - $6.25 $73.6K - $95.2K
15.2K $81K
ORCC
Owl Rock Capital Corp

Financial Services
5.93K
+ 2.18%
N/A
278K $3.72M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
48
+ 0.66%
$111.9 - $124.28 $5.37K - $5.97K
7.27K $899K
NHC
National Healthcare Corp

Healthcare
258
+ 9.55%
$109.43 - $137.13 $28.2K - $35.4K
2.96K $372K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
9.04K
+ 44.63%
$6.92 - $7.59 $62.6K - $68.6K
29.3K $222K
FAD
First Tr Multi Cap Growth Alph

ETFs
594
+ 1747.06%
$118.04 - $133.6 $70.1K - $79.4K
628 $83K
FAB
First Tr Multi Cap Value Alpha

ETFs
869
+ 106.63%
$77.64 - $85.16 $67.5K - $74K
1.68K $142K
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