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
FISV
Fiserv Inc

Technology
1.95K
+ 9.2%
N/A
23.1K $2.9M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
19.2K
+ 62.91%
$10.96 - $12.01 $210K - $231K
49.7K $580K
COF
Capital One Financial Corp

Financial Services
1.18K
+ 19.62%
$131.42 - $153.05 $155K - $180K
7.17K $1.07M
NNN
National Retail Properties, Inc.

Real Estate
4.76K
+ 227.24%
$42.12 - $48.79 $201K - $232K
6.86K $332K
NLOK
Norton Life Lock Inc.

Technology
11.3K
+ 697.96%
N/A
12.9K $276K
SON
Sonoco Products CO

Consumer Cyclical
4K
+ 66.37%
$48.33 - $56.57 $193K - $226K
10K $547K
ZBRA
Zebra Technologies Corp

Technology
610
+ 226.77%
$306.21 - $371.02 $187K - $226K
879 $325K
SPG
Simon Property Group Inc

Real Estate
65
+ 0.49%
$146.09 - $170.11 $9.5K - $11.1K
13.5K $2.28M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
14.5K
+ 103650.0%
$13.75 - $18.24 $200K - $265K
14.5K $240K
ACA
Arcosa, Inc.

Industrials
533
+ 3.21%
$76.27 - $95.27 $40.7K - $50.8K
17.1K $1.62M
MCO
Moodys Corp

Financial Services
395
+ 42.75%
$421.49 - $494.67 $166K - $195K
1.32K $625K
WAL
Western Alliance Bancorporation

Financial Services
2.23K
+ 119.74%
$61.15 - $88.41 $136K - $197K
4.1K $354K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
10.1K
+ 5498.37%
$21.96 - $24.4 $222K - $247K
10.3K $239K
SIVR
Abrdn Silver ETF Trust

ETFs
1.58K
+ 1.62%
$25.48 - $30.77 $40.4K - $48.7K
99.2K $2.95M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
20.3K
+ 35.77%
$10.64 - $11.07 $215K - $224K
76.9K $847K
GL
Globe Life Inc.

Financial Services
1.86K
+ 120.08%
$80.92 - $109.6 $151K - $204K
3.41K $361K
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.47K
+ 28.41%
$28.75 - $29.46 $215K - $220K
33.8K $992K
CNQ
Canadian Natural Resources LTD

Energy
9.52K
+ 27.45%
$31.97 - $37.41 $304K - $356K
44.2K $1.47M
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
10.4K
+ 90.41%
$19.47 - $21.03 $203K - $219K
21.9K $461K
TRMB
Trimble Inc.

Technology
3.62K
+ 271.4%
$49.82 - $62.06 $180K - $224K
4.95K $307K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
10.7K
+ 112.12%
$19.94 - $22.45 $214K - $241K
20.3K $437K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
3.34K
+ 59.72%
$124.33 - $156.75 $415K - $523K
8.93K $1.12M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
4.48K
+ 135.04%
$43.25 - $48.57 $194K - $218K
7.8K $375K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.2K
+ 4.05%
$7.45 - $8.23 $76.1K - $84K
262K $2.11M
GNRC
Generac Holdings Inc.

Industrials
452
+ 7.63%
$133.16 - $159.78 $60.2K - $72.2K
6.37K $1.01M
GWRE
Guidewire Software, Inc.

Technology
1.23K
+ 923.31%
$137.04 - $182.94 $168K - $225K
1.36K $248K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.8K
+ 1237.63%
$45.2 - $47.87 $217K - $230K
5.19K $246K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
14.2K
+ 15.51%
$9.55 - $11.13 $135K - $158K
106K $1.15M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.8K
+ 413.27%
$72.22 - $81.88 $202K - $229K
3.48K $274K
AWK
American Water Works Company, Inc.

Utilities
86
+ 0.7%
$127.76 - $149.9 $11K - $12.9K
12.4K $1.81M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
6.84K
+ 50.68%
$25.61 - $28.13 $175K - $192K
20.3K $572K
JD
Jd.Com, Inc.

Consumer Cyclical
4.53K
+ 162.33%
$24.95 - $40.01 $113K - $181K
7.33K $293K
JMEE
J P Morgan Exchange Traded Fd

ETFs
3K
+ 33.83%
$55.81 - $61.01 $167K - $183K
11.9K $723K
SBAC
Sba Communications Corp

Real Estate
896
+ 668.66%
$189.0 - $245.01 $169K - $220K
1.03K $247K
WDAY
Workday, Inc.

Technology
564
+ 14.4%
$207.75 - $264.68 $117K - $149K
4.48K $1.1M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.19K
+ 198.95%
$29.24 - $45.37 $122K - $190K
6.29K $283K
BURL
Burlington Stores, Inc.

Consumer Cyclical
824
+ 2060.0%
$233.02 - $278.99 $192K - $230K
864 $227K
NEM
Newmont Corp

Basic Materials
34
+ 0.18%
$41.65 - $55.85 $1.42K - $1.9K
18.7K $999K
NVR
Nvr Inc

Consumer Cyclical
22
+ 2200.0%
$7421.51 - $9811.8 $163K - $216K
23 $225K
JJSF
J&J Snack Foods Corp

Consumer Defensive
1.22K
+ 188.6%
$159.36 - $173.59 $195K - $212K
1.87K $322K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
9.61K
+ 448.76%
$20.25 - $22.07 $195K - $212K
11.7K $259K
VFH
Vanguard Financial ETF

ETFs
475
+ 2.99%
$99.27 - $111.21 $47.2K - $52.8K
16.4K $1.8M
PEAK
Healthpeak Properties, Inc.

Real Estate
11.1K
+ 571.37%
N/A
13K $247K
TPR
Tapestry, Inc.

Consumer Cyclical
3.35K
+ 26.4%
$36.29 - $47.94 $122K - $161K
16.1K $754K
FDX
Fedex Corp

Industrials
1.87K
+ 16.14%
$254.64 - $313.52 $475K - $585K
13.4K $3.68M
NDAQ
Nasdaq, Inc.

Financial Services
1.47K
+ 18.65%
$59.48 - $74.31 $87.4K - $109K
9.35K $682K
GRMN
Garmin LTD

Technology
809
+ 16.23%
$161.1 - $183.29 $130K - $148K
5.8K $1.02M
UTHR
United Therapeutics Corp

Healthcare
480
+ 55.3%
$311.04 - $363.55 $149K - $175K
1.35K $483K
SF
Stifel Financial Corp

Financial Services
2.16K
+ 1071.29%
$78.91 - $93.87 $171K - $203K
2.37K $222K
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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