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
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
4.34K
+ 74.0%
$42.79 - $44.9 $186K - $195K
10.2K $437K
AEE
Ameren Corp

Utilities
1.86K
+ 39.37%
$85.81 - $94.98 $159K - $176K
6.57K $586K
TAXF
American Centy ETF Tr Diversif

ETFs
4.93K
+ 8.35%
$49.94 - $51.44 $246K - $254K
64K $3.21M
KCE
Spdr S&P Capital Markets ETF

ETFs
1.04K
+ 47.19%
$124.2 - $148.51 $129K - $154K
3.24K $446K
SRLN
Ssga Active Trust

ETFs
4.15K
+ 5.79%
$41.48 - $42.08 $172K - $174K
75.8K $3.16M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
5.62K
+ 8.35%
$9.95 - $12.23 $55.9K - $68.7K
72.9K $854K
RBLX
Roblox Corp

Communication Services
781
+ 8.47%
$39.86 - $61.45 $31.1K - $48K
10K $578K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
3.69K
+ 35.47%
$51.82 - $54.2 $191K - $200K
14.1K $729K
CAH
Cardinal Health Inc

Healthcare
622
+ 5.27%
$107.89 - $125.33 $67.1K - $78K
12.4K $1.47M
AAON
Aaon, Inc.

Industrials
34
+ 0.21%
$106.25 - $140.75 $3.61K - $4.79K
16K $1.88M
FIX
Comfort Systems Usa Inc

Industrials
203
+ 9.16%
$370.68 - $504.12 $75.2K - $102K
2.42K $1.03M
MLI
Mueller Industries Inc

Industrials
1.21K
+ 10.02%
$71.2 - $95.34 $86.3K - $116K
13.3K $1.06M
VRSK
Verisk Analytics, Inc.

Industrials
481
+ 12.98%
$262.86 - $294.75 $126K - $142K
4.19K $1.15M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
3.89K
+ 183.18%
$29.11 - $41.59 $113K - $162K
6.01K $222K
SU
Suncor Energy Inc

Energy
6.15K
+ 12.63%
$34.5 - $41.53 $212K - $255K
54.8K $1.96M
TME
Tencent Music Entertainment Group

Communication Services
19.6K
+ 22.01%
$10.67 - $13.73 $209K - $268K
108K $1.23M
LII
Lennox International Inc

Industrials
230
+ 6.44%
$589.36 - $678.43 $136K - $156K
3.8K $2.32M
OVV
Ovintiv Inc.

Energy
2.42K
+ 8.79%
$37.74 - $46.71 $91.1K - $113K
29.9K $1.21M
SUPV
Grupo Supervielle S.A.

Financial Services
867
+ 4.88%
$7.03 - $15.83 $6.1K - $13.7K
18.6K $281K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.07K
+ 9.37%
$50.02 - $51.24 $204K - $209K
47.6K $2.38M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
8.66K
+ 13.75%
$75.65 - $83.47 $655K - $722K
71.6K $5.45M
LNC
Lincoln National Corp

Financial Services
4.58K
+ 11.38%
$30.46 - $36.84 $139K - $169K
44.8K $1.42M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.17K
+ 22.17%
$128.97 - $141.41 $151K - $165K
6.43K $839K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
9.26K
+ 5.03%
$19.8 - $20.06 $183K - $186K
193K $3.84M
SYF
Synchrony Financial

Financial Services
711
+ 10.29%
$49.01 - $68.55 $34.8K - $48.7K
7.62K $495K
GMED
Globus Medical Inc

Healthcare
1.17K
+ 24.58%
$69.79 - $85.61 $81.4K - $99.8K
5.91K $488K
CRNT
Ceragon Networks LTD

Technology
21.7K
+ 90.16%
$2.4 - $4.95 $52.1K - $107K
45.8K $213K
NU
Nu Holdings Ltd.

Financial Services
53.6K
+ 43.13%
$10.24 - $15.89 $549K - $852K
178K $1.84M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.1K
+ 61.01%
$63.1 - $67.29 $132K - $141K
5.53K $364K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
2.41K
+ 1695.77%
$55.58 - $62.6 $134K - $151K
2.55K $153K
ACA
Arcosa, Inc.

Industrials
1.16K
+ 6.77%
$91.1 - $111.57 $106K - $129K
18.3K $1.77M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
438
+ 6.92%
$109.13 - $130.93 $47.8K - $57.3K
6.76K $844K
IBHE
Ishares Ibonds 2025 Term High

ETFs
6.6K
+ 8.5%
$23.08 - $23.28 $152K - $154K
84.2K $1.95M
UBSI
United Bankshares Inc

Financial Services
3.4K
+ 9.54%
$35.53 - $43.29 $121K - $147K
39K $1.46M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
4.05K
+ 8.58%
$32.51 - $34.98 $132K - $142K
51.2K $1.7M
GBDC
Golub Capital Bdc, Inc.

Financial Services
9.21K
+ 33.95%
$14.69 - $15.67 $135K - $144K
36.4K $551K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.77K
+ 49.39%
$48.45 - $52.57 $134K - $146K
8.37K $416K
FDS
Factset Research Systems Inc

Financial Services
64
+ 1.21%
$449.69 - $495.72 $28.8K - $31.7K
5.37K $2.58M
RSG
Republic Services, Inc.

Industrials
646
+ 2.4%
$198.0 - $218.75 $128K - $141K
27.6K $5.55M
CNI
Canadian National Railway CO

Industrials
1.9K
+ 55.76%
$100.62 - $117.12 $191K - $222K
5.3K $537K
CRUS
Cirrus Logic, Inc.

Technology
1.8K
+ 107.21%
$99.58 - $125.3 $179K - $226K
3.48K $346K
FITB
Fifth Third Bancorp

Financial Services
3.74K
+ 9.84%
$41.76 - $48.44 $156K - $181K
41.8K $1.77M
IDR
Idaho Strategic Resources, Inc.

Basic Materials
13.7K
+ 1435.57%
$9.9 - $18.0 $135K - $246K
14.6K $151K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
10.8K
+ 21.94%
$25.02 - $27.43 $269K - $295K
59.8K $1.5M
CLOV
Clover Health Investments, Corp.

Healthcare
42.7K
+ 2248.13%
$2.78 - $4.35 $119K - $186K
44.6K $140K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.64K
+ 10.86%
$90.66 - $99.46 $149K - $163K
16.7K $1.52M
MGC
Vanguard Mega Cap ETF

ETFs
377
+ 4.2%
$204.21 - $220.18 $77K - $83K
9.35K $1.99M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.23K
+ 42.87%
$46.69 - $49.2 $151K - $159K
10.8K $503K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.35K
+ 29.79%
$109.14 - $121.63 $147K - $164K
5.87K $645K
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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