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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.39K
+ 5.56%
$100.16 - $100.7 $339K - $341K
64.2K $6.44M
FRT
Federal Realty Investment Trust

Real Estate
2.91K
+ 77.16%
$109.55 - $117.53 $319K - $342K
6.68K $747K
NOV
Nov Inc.

Energy
21.5K
+ 6574.92%
$14.06 - $16.79 $302K - $361K
21.8K $318K
VICI
Vici Properties Inc.

Real Estate
10.9K
+ 756.77%
$28.27 - $33.19 $308K - $362K
12.3K $360K
PAVE
Global X Fds Us Infrastructure

ETFs
9.2K
+ 11.33%
$40.41 - $45.95 $372K - $423K
90.4K $3.65M
ITA
Ishares Tr

ETFs
2.85K
+ 11.98%
$144.31 - $157.31 $411K - $448K
26.6K $3.87M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.43K
+ 41.23%
$202.91 - $229.76 $289K - $328K
4.89K $1.03M
HPE
Hewlett Packard Enterprise CO

Technology
6.74K
+ 3.75%
$19.31 - $23.95 $130K - $162K
187K $3.98M
APH
Amphenol Corp

Technology
1.3K
+ 2.69%
$62.07 - $75.35 $80.5K - $97.7K
49.6K $3.44M
PYPL
Pay Pal Holdings, Inc.

Financial Services
675
+ 2.09%
$77.25 - $91.3 $52.1K - $61.6K
32.9K $2.81M
LRN
Stride, Inc.

Consumer Defensive
2.78K
+ 4870.18%
$64.04 - $110.79 $178K - $308K
2.83K $294K
TPL
Texas Pacific Land Corp

Energy
194
+ 58.61%
$915.49 - $1730.0 $178K - $336K
525 $580K
SONY
Sony Group Corp

Technology
40.5K
+ 535.89%
$17.53 - $96.8 $710K - $3.92M
48.1K $1.02M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.12K
+ 8.14%
$100.24 - $101.35 $312K - $316K
41.4K $4.16M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
9.11K
+ 83.41%
$17.13 - $34.23 $156K - $312K
20K $484K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
6K
+ 7.21%
$32.63 - $37.1 $196K - $223K
89.2K $3.05M
IAK
Ishares Tr

ETFs
2.65K
+ 12.83%
$123.78 - $138.16 $328K - $366K
23.3K $2.95M
SE
Sea LTD

Consumer Cyclical
1.2K
+ 9.18%
$93.56 - $117.41 $112K - $141K
14.3K $1.51M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.97K
+ 16.65%
$191.61 - $217.84 $377K - $429K
13.8K $2.7M
EOG
Eog Resources Inc

Energy
2.31K
+ 13.65%
$118.22 - $136.54 $273K - $315K
19.2K $2.35M
SLV
I Shares Silver Trust

ETFs
35.3K
+ 11.25%
$26.33 - $31.74 $928K - $1.12M
348K $9.18M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
13K
+ 10.76%
$23.26 - $23.6 $303K - $308K
134K $3.13M
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.94K
+ 18.12%
$29.77 - $30.19 $296K - $300K
64.8K $1.93M
AIG
American International Group, Inc.

Financial Services
3.96K
+ 10.96%
$70.0 - $79.22 $277K - $314K
40.1K $2.92M
BBAR
Banco Bbva Argentina S.A.

Financial Services
13.7K
+ 1332.91%
$10.45 - $19.68 $143K - $270K
14.8K $281K
MET
Metlife Inc

Financial Services
3.67K
+ 7.48%
$78.15 - $88.25 $287K - $324K
52.8K $4.32M
IQI
Invesco Quality Municipal Income Trust

Financial Services
30.8K
+ 51.4%
$9.59 - $10.5 $295K - $323K
90.7K $894K
ENFR
Alerian Energy Infrastructure

ETFs
6.08K
+ 22.18%
$28.52 - $33.11 $173K - $201K
33.5K $1.04M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.5K
+ 16.09%
$36.54 - $37.53 $311K - $319K
61.4K $2.26M
MBLY
Mobileye Global Inc.
6.69K
+ 31.11%
$12.07 - $20.07 $80.8K - $134K
28.2K $561K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
14.5K
+ 71.6%
$20.04 - $22.53 $291K - $327K
34.8K $703K
FTV
Fortive Corp

Technology
7.2K
+ 10.29%
$71.16 - $79.68 $512K - $573K
77.2K $5.79M
TGS
Gas Transporter Of The South Inc

Energy
8.86K
+ 1493.76%
$18.53 - $30.32 $164K - $269K
9.45K $276K
VMC
Vulcan Materials CO

Basic Materials
942
+ 28.95%
$237.95 - $292.31 $224K - $275K
4.2K $1.08M
WTM
White Mountains Insurance Group LTD

Financial Services
134
+ 1218.18%
$1755.01 - $2015.0 $235K - $270K
145 $282K
SLB
Schlumberger Limited

Energy
10.8K
+ 25.6%
$36.83 - $45.59 $397K - $492K
53K $2.03M
NTRA
Natera, Inc.

Healthcare
1.4K
+ 106.96%
$117.67 - $174.0 $165K - $243K
2.71K $428K
INOD
Innodata Inc

Technology
300
+ 2.73%
$15.45 - $46.23 $4.64K - $13.9K
11.3K $446K
VIST
Vista Energy, S.A.B. De C.V.

Energy
4.03K
+ 96.88%
$45.39 - $58.41 $183K - $235K
8.19K $443K
ACHR
Archer Aviation Inc.

Industrials
10.3K
+ 43.43%
$2.94 - $11.33 $30.3K - $117K
34K $331K
NTNX
Nutanix, Inc.

Technology
4.07K
+ 83.6%
$56.46 - $73.18 $230K - $298K
8.95K $547K
CNP
Centerpoint Energy Inc

Utilities
4.39K
+ 8.56%
$28.58 - $32.66 $125K - $143K
55.6K $1.76M
CG
Carlyle Group Inc.

Financial Services
4.33K
+ 87.4%
$43.2 - $54.81 $187K - $237K
9.28K $468K
DJP
Barclays Bank PLC

ETFs
7.85K
+ 4313.19%
N/A
8.03K $259K
PCT
Pure Cycle Technologies, Inc.

Industrials
1.33K
+ 0.41%
$8.81 - $14.3 $11.7K - $19K
322K $3.31M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
7.42K
+ 73.03%
N/A
17.6K $599K
SHAK
Shake Shack Inc.

Consumer Cyclical
1.9K
+ 1136.53%
$101.73 - $138.76 $193K - $263K
2.07K $268K
PRDO
Perdoceo Education Corp

Consumer Defensive
8.85K
+ 236.3%
$20.61 - $28.08 $182K - $249K
12.6K $333K
TDC
Teradata Corp

Technology
8.01K
+ 772.78%
$28.47 - $33.38 $228K - $267K
9.04K $281K
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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