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
FOXA
Fox Corp

Communication Services
4.21K
+ 390.36%
$41.35 - $49.99 $174K - $211K
5.29K $257K
SSB
South State Corp

Financial Services
2.08K
+ 104.42%
$94.05 - $111.93 $196K - $233K
4.07K $405K
WHR
Whirlpool Corp

Consumer Cyclical
1.85K
+ 1282.64%
$99.28 - $124.45 $183K - $230K
1.99K $227K
CMA
Comerica Inc

Financial Services
2.25K
+ 6.1%
$57.88 - $72.73 $130K - $164K
39.2K $2.42M
EXC
Exelon Corp

Utilities
7.98K
+ 25.69%
$36.22 - $40.97 $289K - $327K
39.1K $1.47M
WDAY
Workday, Inc.

Technology
580
+ 12.94%
$233.85 - $279.91 $136K - $162K
5.06K $1.31M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.2K
+ 2.93%
$40.97 - $42.66 $419K - $436K
359K $14.9M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
433
+ 4.75%
$110.69 - $154.48 $47.9K - $66.9K
9.55K $1.21M
CCL
Carnival Corp

Consumer Cyclical
2.72K
+ 12.71%
$17.34 - $26.8 $47.2K - $73K
24.2K $602K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
6.7K
+ 22.57%
$40.33 - $42.34 $270K - $284K
36.4K $1.47M
TGTX
Tg Therapeutics, Inc.

Healthcare
6.78K
+ 4549.66%
$21.31 - $35.09 $144K - $238K
6.93K $208K
TFC
Truist Financial Corp

Financial Services
2.44K
+ 1.55%
$41.51 - $48.1 $101K - $118K
160K $6.94M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.3K
+ 29.43%
$87.42 - $98.06 $201K - $225K
10.1K $903K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.12K
+ 1200.38%
$61.93 - $70.49 $193K - $220K
3.38K $222K
GDDY
Go Daddy Inc.

Technology
223
+ 5.64%
$153.16 - $209.03 $34.2K - $46.6K
4.18K $824K
BOCT
Innovator U.S. Equity Buffer E

ETFs
4.71K
+ 10466.67%
$42.04 - $44.04 $198K - $207K
4.76K $205K
DBA
Invesco Db Agriculture Fund

ETFs
7.67K
+ 8069.47%
$24.81 - $27.83 $190K - $213K
7.76K $206K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.98K
+ 72.64%
$101.77 - $113.02 $202K - $224K
4.71K $497K
BXP
Boston Properties Inc

Real Estate
2.76K
+ 1089.33%
$73.33 - $89.72 $202K - $247K
3.01K $223K
TD
Toronto Dominion Bank

Financial Services
4.21K
+ 198.35%
$51.56 - $63.8 $217K - $269K
6.33K $337K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.72K
+ 12.58%
$104.59 - $118.05 $180K - $203K
15.4K $1.68M
MOD
Modine Manufacturing CO

Consumer Cyclical
2.1K
+ 78.54%
$109.77 - $143.22 $230K - $300K
4.77K $552K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.87K
+ 1.14%
$59.74 - $60.03 $231K - $232K
342K $20.5M
RE
Everest Re Group LTD

Financial Services
532
+ 38.11%
N/A
1.93K $714K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
16.2K
+ 16.19%
$26.65 - $29.34 $432K - $476K
116K $3.16M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
9.11K
+ 17.62%
$23.03 - $23.33 $210K - $213K
60.8K $1.41M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.47K
+ 3.67%
$54.54 - $61.04 $189K - $212K
97.8K $5.45M
ELMD
Electromed, Inc.

Healthcare
3.52K
+ 30.76%
$20.9 - $31.06 $73.5K - $109K
15K $441K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.73K
+ 430.72%
$47.96 - $55.17 $179K - $206K
4.6K $236K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
6K
+ 519.38%
$32.82 - $45.55 $197K - $273K
7.16K $239K
CLOI
Vaneck ETF Tr

ETFs
3.61K
+ 201.9%
$52.7 - $53.15 $190K - $192K
5.4K $284K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.58K
+ 12.15%
$161.65 - $178.69 $256K - $283K
14.6K $2.43M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
22.7K
+ 45.65%
$10.41 - $11.76 $236K - $267K
72.4K $768K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.29K
+ 400.35%
$60.57 - $82.2 $139K - $188K
2.86K $221K
WRE
Washington Real Estate Investment Trust
10.6K
+ 6041.71%
N/A
10.7K $190K
AM
Antero Midstream Corp

Energy
12K
+ 9.29%
$14.22 - $15.97 $171K - $192K
141K $2.13M
CVNA
Carvana Co.

Consumer Cyclical
181
+ 3.56%
$175.8 - $260.8 $31.8K - $47.2K
5.26K $1.07M
KWEB
Kraneshares Tr Csi China Inter

ETFs
8.37K
+ 66.1%
$29.11 - $38.87 $244K - $325K
21K $615K
BRO
Brown & Brown, Inc.

Financial Services
2.04K
+ 12.7%
$100.93 - $113.42 $206K - $232K
18.1K $1.85M
OC
Owens Corning

Industrials
1.47K
+ 13.3%
$169.41 - $210.81 $249K - $310K
12.5K $2.13M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3.39K
+ 53.92%
$43.37 - $51.46 $147K - $175K
9.69K $466K
UTG
Reaves Utility Income Fund

Financial Services
7.52K
+ 14.76%
$30.81 - $34.99 $232K - $263K
58.5K $1.85M
SRE
Sempra Energy

Utilities
1.09K
+ 5.28%
$80.81 - $94.77 $88K - $103K
21.7K $1.9M
TRMB
Trimble Inc.

Technology
1.96K
+ 39.56%
$60.21 - $75.4 $118K - $148K
6.9K $487K
ILF
Ishares Latin America 40 ETF

ETFs
10.5K
+ 126.6%
$20.91 - $26.09 $220K - $275K
18.9K $394K
IAI
Ishares Tr Us Broker Dealers &

ETFs
781
+ 18.12%
$127.59 - $153.41 $99.6K - $120K
5.09K $733K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
12.6K
+ 10.43%
$18.41 - $18.97 $232K - $239K
133K $2.47M
GVA
Granite Construction Inc

Industrials
561
+ 3.73%
$79.33 - $100.2 $44.5K - $56.2K
15.6K $1.37M
RL
Ralph Lauren Corp

Consumer Cyclical
333
+ 12.69%
$192.23 - $233.41 $64K - $77.7K
2.96K $683K
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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