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
MANH
Manhattan Associates Inc

Technology
431
+ 28.6%
$263.36 - $309.78 $114K - $134K
1.94K $523K
FISV
Fiserv Inc

Technology
785
+ 3.39%
N/A
23.9K $2.99M
SCHV
Schwab Strategic Tr Us Large C

ETFs
58.1K
+ 222.58%
$25.79 - $80.4 $1.5M - $4.67M
84.2K $2.19M
HEPS
D Market Electronic Services & Trading
27.4K
+ 166.46%
$2.15 - $3.55 $59K - $97.4K
43.9K $133K
PTC
Ptc Inc.

Technology
374
+ 4.3%
$175.97 - $201.89 $65.8K - $75.5K
9.07K $1.67M
KBE
Spdr S&P Bank ETF

ETFs
1.4K
+ 21.12%
$51.33 - $62.76 $72.1K - $88.1K
8.05K $446K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.81K
+ 182.36%
$56.27 - $69.89 $102K - $126K
2.8K $158K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
887
+ 30.69%
$104.52 - $115.08 $92.7K - $102K
3.78K $398K
ARCH
Arch Resources, Inc.

Energy
540
+ 10.07%
$134.17 - $175.55 $72.5K - $94.8K
5.9K $833K
IOO
Ishares Tr Global 100 ETF

ETFs
779
+ 9.13%
$97.46 - $103.45 $75.9K - $80.6K
9.31K $937K
JD
Jd.Com, Inc.

Consumer Cyclical
3.75K
+ 51.18%
$33.35 - $47.1 $125K - $177K
11.1K $384K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
2.57K
+ 11.51%
$34.1 - $36.82 $87.7K - $94.7K
24.9K $870K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.02K
+ 24.3%
$47.65 - $48.6 $96.2K - $98.1K
10.3K $493K
WDS
Woodside Energy Group LTD

Energy
5.83K
+ 679.81%
$14.38 - $18.32 $83.8K - $107K
6.68K $104K
CASY
Caseys General Stores Inc

Consumer Cyclical
141
+ 8.72%
$366.65 - $427.88 $51.7K - $60.3K
1.76K $696K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.79K
+ 10.63%
$50.0 - $50.27 $89.3K - $89.7K
18.6K $931K
TCHP
T Rowe Price Exchange Traded F

Technology
39
+ 0.11%
$39.17 - $43.9 $1.53K - $1.71K
35.6K $1.5M
RPG
Invesco Exchange Traded Fd Tr

ETFs
56
+ 0.13%
$38.88 - $44.07 $2.18K - $2.47K
42.8K $1.76M
INGR
Ingredion Inc

Consumer Defensive
610
+ 7.37%
$132.76 - $154.86 $81K - $94.5K
8.89K $1.22M
KEY
Keycorp

Financial Services
2.97K
+ 3.32%
$16.21 - $19.97 $48.1K - $59.3K
92.3K $1.58M
SKYW
Skywest Inc

Industrials
583
+ 33.76%
$83.51 - $115.11 $48.7K - $67.1K
2.31K $231K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.38K
+ 35.28%
$26.55 - $27.32 $89.8K - $92.5K
13K $346K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
588
+ 8.08%
$121.89 - $135.52 $71.7K - $79.7K
7.86K $982K
PJUL
Innovator U.S. Equity Power Bu

ETFs
590
+ 0.7%
$40.12 - $41.68 $23.7K - $24.6K
85.2K $3.51M
AGNC
Agnc Investment Corp.

Real Estate
10K
+ 125.99%
$9.21 - $10.59 $92.5K - $106K
18K $165K
EA
Electronic Arts Inc.

Communication Services
365
+ 3.74%
$140.69 - $167.97 $51.4K - $61.3K
10.1K $1.48M
WIT
Wipro LTD

Technology
78.2K
+ 117.49%
$3.54 - $7.24 $277K - $566K
145K $512K
VERU
Veru Inc.

Healthcare
125K
+ 2500.0%
$0.58 - $0.93 $72.5K - $116K
130K $84K
SND
Smart Sand, Inc.

Energy
37.4K
+ 533771.44%
$1.98 - $2.59 $74K - $96.8K
37.4K $80K
WRB
Berkley W R Corp

Financial Services
1.07K
+ 12.46%
$56.48 - $64.94 $60.7K - $69.7K
9.69K $567K
MAA
Mid America Apartment Communities Inc.

Real Estate
526
+ 117.67%
$149.17 - $165.2 $78.5K - $86.9K
973 $150K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
210
+ 0.56%
$24.76 - $27.53 $5.2K - $5.78K
37.4K $1.01M
CSB
Victory Portf Ii Shs Us Small

ETFs
1.3K
+ 267.21%
$57.75 - $64.78 $75.3K - $84.5K
1.79K $106K
CLBT
Cellebrite Di Ltd.

Technology
3.35K
+ 600.72%
$16.52 - $22.52 $55.4K - $75.5K
3.91K $86K
CLH
Clean Harbors Inc

Industrials
861
+ 8.1%
$228.61 - $263.39 $197K - $227K
11.5K $2.64M
VTRS
Viatris Inc

Healthcare
4.34K
+ 16.32%
$11.32 - $13.37 $49.1K - $58K
30.9K $384K
JOBY
Joby Aviation, Inc.

Industrials
1.94K
+ 9.89%
$4.8 - $9.16 $9.29K - $17.7K
21.5K $174K
SHG
Shinhan Financial Group CO LTD

Financial Services
2.21K
+ 14.97%
N/A
16.9K $586K
UPST
Upstart Holdings, Inc.

Financial Services
1K
+ 150.6%
$37.78 - $84.46 $37.8K - $84.5K
1.66K $102K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
5.87K
+ 9.89%
$19.27 - $20.9 $113K - $123K
65.3K $1.29M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
690
+ 7.04%
$41.88 - $50.49 $28.9K - $34.8K
10.5K $488K
VRIG
Invesco Actively Managed ETF F

ETFs
2.96K
+ 12.32%
$25.06 - $25.2 $74.3K - $74.7K
27K $678K
MGV
Vanguard Mega Cap Value

ETFs
909
+ 7.91%
$124.06 - $133.48 $113K - $121K
12.4K $1.55M
EMGF
Ishares Msci Emerging Markets

ETFs
2.81K
+ 23.92%
$45.23 - $51.49 $127K - $145K
14.6K $659K
FNGS
Bank Of Montreal

ETFs
177
+ 2.22%
$48.38 - $60.6 $8.56K - $10.7K
8.16K $468K
PFFV
Global X Variable Rate Preferr

Technology
3.24K
+ 50.4%
$23.57 - $24.48 $76.5K - $79.4K
9.68K $228K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
80
+ 2.92%
$193.7 - $235.05 $15.5K - $18.8K
2.82K $645K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
4.87K
+ 23.12%
$10.4 - $12.75 $50.7K - $62.1K
25.9K $304K
IR
Ingersoll Rand Inc.

Industrials
1.2K
+ 25.55%
$90.46 - $105.35 $108K - $126K
5.89K $532K
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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