New Edge Advisors, LLC Incresed Positions in Q4 2024

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
112K
+ 4.86%
$221.69 - $259.02 $24.8M - $29M
2.42M $605M
AVGO
Broadcom Inc.

Technology
46.6K
+ 4.87%
$159.67 - $250.0 $7.45M - $11.7M
1M $233M
AMZN
Amazon Com Inc

Consumer Cyclical
64.6K
+ 5.46%
$180.88 - $232.93 $11.7M - $15M
1.25M $274M
IVV
Ishares Core S&P 500 ETF

ETFs
74.1K
+ 9.89%
$570.51 - $610.59 $42.3M - $45.2M
823K $484M
TSLA
Tesla, Inc.

Consumer Cyclical
36.7K
+ 15.04%
$213.65 - $479.86 $7.85M - $17.6M
281K $113M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
787K
+ 35.79%
$49.03 - $53.35 $38.6M - $42M
2.99M $153M
QUAL
Ishares Msci Usa Quality Facto

ETFs
211K
+ 28.21%
$176.42 - $186.91 $37.2M - $39.4M
957K $170M
IBM
International Business Machines Corp

Technology
159K
+ 136.37%
$204.9 - $238.04 $32.5M - $37.8M
275K $60.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
247K
+ 15.33%
$94.43 - $105.47 $23.3M - $26M
1.86M $189M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
163K
+ 883.3%
$201.32 - $217.44 $32.9M - $35.5M
182K $37.6M
CL
Colgate Palmolive CO

Consumer Defensive
345K
+ 490.37%
$90.22 - $102.31 $31.1M - $35.3M
415K $37.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
363K
+ 20.92%
$66.77 - $71.52 $24.3M - $26M
2.1M $145M
JPM
Jpmorgan Chase & CO

Financial Services
38.6K
+ 6.37%
$205.18 - $250.29 $7.91M - $9.65M
644K $154M
IVE
Ishares S&P 500 Value ETF

ETFs
143K
+ 41.86%
$189.5 - $206.17 $27M - $29.4M
483K $92.2M
PLTR
Palantir Technologies Inc.

Technology
17.6K
+ 2.91%
$36.46 - $82.38 $642K - $1.45M
624K $47.2M
GOOG
Alphabet Inc.

Communication Services
60.7K
+ 11.98%
$163.08 - $198.16 $9.91M - $12M
568K $108M
MSFT
Microsoft Corp

Technology
66.4K
+ 7.73%
$406.35 - $454.46 $27M - $30.2M
925K $390M
V
Visa Inc.

Financial Services
11.5K
+ 3.17%
$273.87 - $320.91 $3.16M - $3.7M
376K $119M
META
Meta Platforms, Inc.

Communication Services
26.5K
+ 15.67%
$554.08 - $632.68 $14.7M - $16.8M
196K $115M
FXO
First Tr Exchange Traded Fd Fi

ETFs
316K
+ 2439.56%
$50.63 - $59.0 $16M - $18.6M
329K $17.8M
VUG
Vanguard Growth ETF

ETFs
15.7K
+ 3.98%
$378.79 - $428.11 $5.93M - $6.71M
409K $168M
VTI
Vanguard Total Stock Market Et

ETFs
51.9K
+ 18.81%
$280.04 - $302.45 $14.5M - $15.7M
328K $94.9M
IYW
Ishares Dj Us Tech ETF

ETFs
80.3K
+ 17.98%
$148.14 - $166.23 $11.9M - $13.3M
527K $84M
GOOGL
Alphabet Inc.

Communication Services
28K
+ 6.16%
$161.86 - $196.66 $4.53M - $5.5M
482K $91.3M
IAU
Ishares Gold Trust

ETFs
321K
+ 166.15%
$48.37 - $52.65 $15.5M - $16.9M
513K $25.4M
PULS
Pgim ETF Tr

ETFs
297K
+ 58.6%
$49.51 - $49.79 $14.7M - $14.8M
803K $39.8M
MUB
Ishares National Muni Bond ETF

ETFs
133K
+ 114.65%
$105.78 - $108.7 $14.1M - $14.5M
249K $26.6M
WMT
Walmart Inc.

Consumer Defensive
62K
+ 7.23%
$79.1 - $95.7 $4.9M - $5.93M
920K $83.1M
WFC
Wells Fargo & Company

Financial Services
8.98K
+ 0.96%
$54.98 - $77.35 $494K - $695K
945K $66.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
588K
+ 41.13%
$22.72 - $23.0 $13.4M - $13.5M
2.02M $46M
EFV
Msci Eafe Value ETF

ETFs
390K
+ 22.2%
$51.78 - $57.15 $20.2M - $22.3M
2.14M $113M
BOND
Pimco Active Bond Exchange Tra

ETFs
147K
+ 31.78%
$90.42 - $94.5 $13.3M - $13.9M
609K $55.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
474K
+ 284.58%
$23.88 - $24.32 $11.3M - $11.5M
640K $15.3M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
542K
+ 52.57%
$21.81 - $22.48 $11.8M - $12.2M
1.57M $34.4M
NFLX
Netflix Inc

Communication Services
3.35K
+ 7.67%
$687.65 - $936.56 $2.3M - $3.13M
47K $41.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
302K
+ 81.29%
$35.45 - $40.33 $10.7M - $12.2M
674K $24.1M
MBB
Ishares Tr

ETFs
139K
+ 25.32%
$91.26 - $95.82 $12.7M - $13.3M
686K $62.9M
AVLV
American Centy ETF Tr Avantis
153K
+ 213.41%
$65.51 - $71.22 $10M - $10.9M
225K $15M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
296K
+ 17.8%
$29.73 - $30.81 $8.79M - $9.11M
1.96M $59.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
80.1K
+ 38.03%
$95.27 - $107.82 $7.63M - $8.64M
291K $30M
IEMG
Ishares Inc

ETFs
179K
+ 36.66%
N/A
666K $35.7M
VO
Vanguard Mid Cap ETF

ETFs
35.1K
+ 15.24%
$261.5 - $284.63 $9.18M - $9.99M
265K $70.1M
EFG
Msci Eafe Growth ETF

ETFs
172K
+ 24.21%
$96.83 - $106.88 $16.7M - $18.4M
884K $85.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
300K
+ 11.79%
$45.07 - $47.1 $13.5M - $14.1M
2.84M $129M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
82K
+ 15.79%
$113.92 - $127.38 $9.34M - $10.4M
601K $69.3M
MSTR
Microstrategy Inc

Technology
16.4K
+ 61.72%
$162.69 - $473.83 $2.68M - $7.79M
43.1K $12.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
215K
+ 30.03%
$55.45 - $61.08 $11.9M - $13.1M
930K $51.6M
MA
Mastercard Inc

Financial Services
9.32K
+ 13.44%
$491.3 - $536.15 $4.58M - $5M
78.6K $41.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
118K
+ 10.31%
$34.49 - $39.24 $4.06M - $4.62M
1.26M $46.8M
Activity Summary
Buys All Purchases 2017 New Holdings 313 Increased Positions 1704 Sells All Sells 1043 Reductions 1042 Sold out 1 Options Calls 0 Puts 0
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