New Edge Advisors, LLC Incresed Positions in Q3 2024

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.49K
+ 37.61%
$80.44 - $110.41 $200K - $275K
9.12K $1.01M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.86K
+ 38.45%
$110.06 - $128.44 $314K - $367K
10.3K $1.31M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.98K
+ 60.63%
$60.1 - $66.57 $359K - $398K
15.8K $1.05M
IWP
Ishares Russell Mid Cap Growth

ETFs
277
+ 0.47%
$103.87 - $117.59 $28.8K - $32.6K
59.8K $7.02M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
18.5K
+ 6.47%
$20.47 - $20.71 $379K - $384K
305K $6.29M
IBMO
Ishares Tr Ibonds December 202

ETFs
9.86K
+ 1.8%
$25.26 - $25.66 $249K - $253K
558K $14.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.93K
+ 14.42%
$51.02 - $52.74 $354K - $366K
55K $2.9M
PWR
Quanta Services, Inc.

Industrials
146
+ 1.66%
$239.58 - $298.23 $35K - $43.5K
8.95K $2.67M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.67K
+ 5.39%
$61.6 - $65.13 $226K - $239K
71.7K $4.65M
AEP
American Electric Power CO Inc

Utilities
479
+ 1.87%
$87.11 - $104.95 $41.7K - $50.3K
26K $2.67M
CLH
Clean Harbors Inc

Industrials
1.15K
+ 12.08%
$219.55 - $249.19 $251K - $285K
10.6K $2.57M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.21K
+ 2069.16%
$175.0 - $190.72 $387K - $422K
2.32K $442K
A
Agilent Technologies, Inc.

Healthcare
523
+ 2.85%
$125.42 - $148.48 $65.6K - $77.7K
18.9K $2.8M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
46.9K
+ 99.33%
$7.86 - $8.77 $369K - $412K
94.2K $821K
KWEB
Kraneshares Tr Csi China Inter

ETFs
12.4K
+ 4026.38%
$24.73 - $34.02 $306K - $421K
12.7K $430K
EXP
Eagle Materials Inc

Basic Materials
565
+ 15.45%
$212.39 - $292.18 $120K - $165K
4.22K $1.21M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
924
+ 1.49%
$75.63 - $84.89 $69.9K - $78.4K
63K $5.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
96
+ 0.3%
$210.25 - $231.86 $20.2K - $22.3K
31.6K $7.05M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
8.83K
+ 42.4%
$40.44 - $42.71 $357K - $377K
29.7K $1.26M
SYY
Sysco Corp

Consumer Defensive
2.06K
+ 5.5%
$69.16 - $78.98 $142K - $163K
39.5K $3.08M
CHY
Calamos Convertible & High Income Fund

Financial Services
27.2K
+ 24.47%
$11.13 - $12.01 $302K - $326K
138K $1.65M
HBAN
Huntington Bancshares Inc

Financial Services
5.32K
+ 2.45%
$12.84 - $15.15 $68.3K - $80.6K
222K $3.27M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.36K
+ 33.81%
$60.25 - $66.85 $323K - $358K
21.2K $1.4M
RSG
Republic Services, Inc.

Industrials
1.19K
+ 4.61%
$189.34 - $208.21 $225K - $247K
27K $5.41M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10K
+ 27.1%
$42.59 - $60.56 $427K - $607K
47K $2.37M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
9.5K
+ 3168.0%
$37.39 - $42.2 $355K - $401K
9.8K $413K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.67K
+ 23.23%
$62.4 - $62.4 $416K - $416K
35.4K $2.21M
LEN
Lennar Corp

Consumer Cyclical
666
+ 9.08%
$142.5 - $192.45 $94.9K - $128K
8K $1.5M
BWA
Borgwarner Inc

Consumer Cyclical
6.79K
+ 18.02%
$31.19 - $36.75 $212K - $249K
44.4K $1.61M
ICF
Ishares Tr

ETFs
4.09K
+ 27.18%
$56.77 - $67.33 $232K - $275K
19.1K $1.26M
LDOS
Leidos Holdings, Inc.

Technology
495
+ 2.67%
$142.66 - $163.02 $70.6K - $80.7K
19K $3.1M
AZN
Astrazeneca PLC

Healthcare
5.16K
+ 10.4%
$76.67 - $87.62 $395K - $452K
54.7K $4.27M
PAYC
Paycom Software, Inc.

Technology
752
+ 6.6%
$140.16 - $173.86 $105K - $131K
12.1K $2.02M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.9K
+ 7.59%
$21.05 - $21.17 $378K - $380K
254K $5.37M
VCR
Vanguard Consumer Discretionar

ETFs
940
+ 36.45%
$291.88 - $341.94 $274K - $321K
3.52K $1.2M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
24.7K
+ 4676.14%
$15.19 - $16.12 $375K - $398K
25.2K $400K
RH
Rh

Consumer Cyclical
1.13K
+ 700.62%
$237.89 - $348.93 $268K - $394K
1.29K $431K
K
Kellogg CO

Consumer Defensive
3.9K
+ 122.98%
$56.19 - $80.81 $219K - $315K
7.06K $570K
AFRM
Affirm Holdings, Inc.

Technology
9.36K
+ 2047.7%
$24.12 - $44.98 $226K - $421K
9.82K $400K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.45K
+ 28.42%
$102.05 - $114.97 $250K - $281K
11K $1.27M
S
Sentinel One, Inc.

Technology
15.3K
+ 242.39%
$19.76 - $25.26 $303K - $388K
21.7K $518K
RNA
Avidity Biosciences, Inc.

Healthcare
7.05K
+ 64.27%
$37.21 - $48.14 $262K - $339K
18K $827K
MANH
Manhattan Associates Inc

Technology
1.32K
+ 719.02%
$218.59 - $286.0 $289K - $378K
1.51K $424K
AVB
Avalonbay Communities Inc

Real Estate
1.61K
+ 214.67%
$200.95 - $234.65 $324K - $378K
2.36K $531K
BLDR
Builders First Source, Inc.

Industrials
24
+ 0.36%
$132.6 - $201.83 $3.18K - $4.84K
6.72K $1.3M
BAR
Granite Shares Gold Trust

ETFs
12.4K
+ 67.77%
$23.01 - $26.37 $284K - $326K
30.6K $794K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
12.1K
+ 142.79%
$28.45 - $30.18 $343K - $364K
20.5K $616K
CMA
Comerica Inc

Financial Services
840
+ 2.33%
$49.93 - $61.49 $41.9K - $51.7K
36.9K $2.21M
VMO
Invesco Municipal Opportunity Trust

Financial Services
35.6K
+ 263.38%
$9.87 - $10.38 $351K - $370K
49.1K $504K
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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