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
BCE
Bce Inc

Communication Services
17.1K
+ 175.59%
$31.33 - $36.08 $537K - $618K
26.9K $935K
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
21.4K
New
$26.75 - $29.66 $571K - $633K
21.4K $615K
MTG
Mgic Investment Corp

Financial Services
17.2K
+ 40.45%
$21.29 - $25.74 $366K - $443K
59.8K $1.53M
URI
United Rentals, Inc.

Industrials
297
+ 13.04%
$627.41 - $814.1 $186K - $242K
2.57K $2.08M
PCAR
Paccar Inc

Industrials
6.58K
+ 72.92%
$91.64 - $109.98 $603K - $723K
15.6K $1.54M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
22.4K
+ 9.46%
$19.92 - $20.67 $445K - $462K
259K $5.32M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.66K
+ 1.22%
$37.61 - $41.72 $62.4K - $69.2K
137K $5.72M
INGR
Ingredion Inc

Consumer Defensive
3.59K
+ 76.58%
$111.98 - $137.59 $402K - $494K
8.28K $1.14M
FICS
First Tr Exchange Traded Fd Vi

ETFs
15.9K
+ 2149.73%
$33.74 - $37.78 $535K - $599K
16.6K $622K
PAYX
Paychex Inc

Industrials
156
+ 0.42%
$116.17 - $135.19 $18.1K - $21.1K
36.9K $4.95M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.06K
+ 1.05%
$178.94 - $207.0 $190K - $219K
102K $20.6M
UL
Unilever PLC

Consumer Defensive
2.23K
+ 4.99%
$54.7 - $65.59 $122K - $146K
46.9K $3.04M
EPD
Enterprise Products Partners L.P.

Energy
19K
+ 7.17%
$27.88 - $30.0 $529K - $570K
284K $8.26M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.89K
+ 4.21%
$108.44 - $120.37 $205K - $227K
46.8K $5.63M
PRN
Invesco Dwa Industrials Moment

ETFs
2.03K
+ 14.53%
$130.94 - $152.99 $265K - $310K
16K $2.44M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23K
+ 9.0%
$19.2 - $19.82 $442K - $456K
279K $5.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 0.84%
$3305.62 - $4268.05 $56.2K - $72.6K
2.05K $8.63M
ECL
Ecolab Inc.

Basic Materials
915
+ 4.54%
$228.86 - $255.76 $209K - $234K
21.1K $5.38M
EXR
Extra Space Storage Inc.

Real Estate
2.82K
+ 102.14%
$151.92 - $183.06 $428K - $516K
5.58K $1.01M
IYF
Ishares Tr

ETFs
3.22K
+ 13.25%
$93.83 - $105.05 $302K - $338K
27.5K $2.85M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.22K
+ 10.58%
$305.34 - $350.41 $374K - $429K
12.8K $4.42M
HRB
H&R Block Inc

Consumer Cyclical
4.45K
+ 15.24%
$52.99 - $66.6 $236K - $297K
33.7K $2.14M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
38.1K
+ 64.54%
$14.16 - $14.47 $540K - $552K
97.2K $1.4M
CPRI
Capri Holdings LTD

Consumer Cyclical
12.8K
+ 18327.14%
$29.61 - $42.44 $380K - $544K
12.9K $547K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
22K
+ 12.72%
$20.0 - $20.91 $440K - $460K
195K $4.02M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.03K
+ 2.43%
$39.95 - $45.86 $80.9K - $92.9K
85.3K $3.89M
FSTA
Fidelity Covington Tr Msci Con

ETFs
4.01K
+ 4.33%
$47.12 - $51.72 $189K - $207K
96.4K $4.92M
ASPN
Aspen Aerogels Inc

Industrials
12.1K
+ 22.88%
$18.5 - $31.72 $225K - $385K
65.2K $1.81M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.2K
+ 2.41%
$38.33 - $42.48 $314K - $348K
349K $14.7M
NEAR
Blackrock Short Maturity Bond

ETFs
8.33K
+ 6.63%
$50.09 - $51.31 $417K - $427K
134K $6.86M
LII
Lennox International Inc

Industrials
548
+ 18.12%
$523.72 - $620.83 $287K - $340K
3.57K $2.16M
SSO
Proshares Ultra S&P 500

ETFs
5.7K
+ 178.3%
$73.92 - $90.17 $421K - $514K
8.9K $802K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.96K
+ 13.76%
$38.04 - $45.36 $227K - $270K
49.3K $2.2M
BR
Broadridge Financial Solutions, Inc.

Technology
1.07K
+ 6.32%
$196.56 - $218.55 $210K - $233K
17.9K $3.86M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1.89K
+ 1358.99%
$268.61 - $337.37 $507K - $637K
2.03K $575K
ITA
Ishares Tr

ETFs
802
+ 3.49%
$131.58 - $149.64 $106K - $120K
23.8K $3.56M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.45K
+ 36.91%
$74.21 - $96.5 $256K - $333K
12.8K $1.23M
CTAS
Cintas Corp

Industrials
10.7K
+ 314.64%
$201.38 - $819.83 $2.15M - $8.75M
14.1K $2.9M
TMDX
Trans Medics Group, Inc.

Healthcare
2.86K
+ 27.55%
$135.68 - $176.11 $388K - $503K
13.2K $2.08M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.53K
+ 13.53%
$31.07 - $39.36 $203K - $257K
54.8K $2M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
16.1K
+ 19.02%
N/A
101K $3.18M
PINK
Simplify Exchange Traded Fds S

ETFs
15.5K
New
$30.71 - $33.23 $475K - $515K
15.5K $508K
KMX
Carmax Inc

Consumer Cyclical
4.95K
+ 16.56%
$71.21 - $85.78 $352K - $424K
34.8K $2.69M
IRT
Independence Realty Trust, Inc.

Real Estate
24.5K
New
$18.32 - $21.15 $450K - $519K
24.5K $502K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
42.3K
New
$11.4 - $11.99 $482K - $507K
42.3K $502K
IYJ
Ishares Tr

ETFs
3.36K
+ 91.64%
$118.32 - $133.67 $397K - $448K
7.02K $937K
IDU
Ishares Tr U S Utils ETF

ETFs
2.31K
+ 12.44%
$87.2 - $102.21 $201K - $236K
20.9K $2.13M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
30.7K
+ 19.65%
$11.13 - $12.0 $341K - $368K
187K $2.24M
OWL
Blue Owl Capital Inc.

Financial Services
2.32K
+ 0.84%
$15.81 - $19.83 $36.6K - $46K
279K $5.4M
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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