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
HL
Hecla Mining CO

Basic Materials
15K
+ 78.91%
$4.74 - $7.18 $71.1K - $108K
34K $226K
VTWO
Vanguard Russell 2000 ETF

ETFs
930
+ 13.51%
$81.17 - $90.77 $75.5K - $84.4K
7.81K $698K
FNDX
Schwab Fundamental U S Large C

ETFs
124
+ 0.47%
$65.36 - $71.76 $8.1K - $8.9K
26.3K $1.89M
PMX
Pimco Municipal Income Fund Iii

Financial Services
14.6K
+ 46.92%
$7.63 - $8.33 $111K - $121K
45.6K $376K
ING
Ing Groep Nv

Financial Services
1.82K
+ 1.92%
$16.55 - $18.66 $30.2K - $34K
96.8K $1.76M
BHK
Blackrock Core Bond Trust

Financial Services
6.23K
+ 15.99%
$10.55 - $12.06 $65.7K - $75.1K
45.2K $544K
DTM
Dt Midstream, Inc.

Energy
393
+ 3.05%
$69.34 - $79.28 $27.3K - $31.2K
13.3K $1.04M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.31K
+ 22.0%
$31.95 - $38.02 $73.9K - $88K
12.8K $480K
BFK
Blackrock Municipal Income Trust

Financial Services
11.7K
+ 126.42%
$10.04 - $10.7 $117K - $125K
21K $221K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.58K
+ 10.06%
$22.61 - $22.79 $126K - $127K
61K $1.39M
PML
Pimco Municipal Income Fund Ii

Financial Services
5.93K
+ 7.34%
$8.4 - $9.39 $49.8K - $55.7K
86.7K $814K
TXT
Textron Inc

Industrials
596
+ 2.22%
$83.46 - $94.02 $49.7K - $56K
27.4K $2.43M
AMCR
Amcor PLC

Consumer Cyclical
7.95K
+ 36.89%
$9.5 - $11.44 $75.5K - $90.9K
29.5K $334K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.88K
+ 8.88%
$22.94 - $23.16 $112K - $113K
59.9K $1.38M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
3.46K
+ 2.94%
$23.15 - $23.58 $80.1K - $81.6K
121K $2.86M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
3.88K
+ 4.9%
$23.28 - $25.99 $90.4K - $101K
83K $2.11M
FXG
First Tr Exchange Traded First

ETFs
1.19K
+ 11.38%
$63.74 - $69.07 $75.7K - $82.1K
11.6K $794K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
551
+ 3.61%
$54.31 - $61.04 $29.9K - $33.6K
15.8K $964K
FNV
Franco Nevada Corp

Basic Materials
763
+ 16.71%
$116.95 - $131.12 $89.2K - $100K
5.33K $662K
DUSA
Davis Fundamental ETF Tr

ETFs
2.76K
+ 79.58%
$37.9 - $42.15 $105K - $116K
6.23K $259K
VTWG
Vanguard Russell 2000 Growth E

ETFs
334
+ 10.69%
$186.75 - $211.16 $62.4K - $70.5K
3.46K $716K
AEE
Ameren Corp

Utilities
570
+ 13.74%
$70.45 - $87.46 $40.2K - $49.9K
4.72K $412K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
3.18K
+ 16.42%
$29.79 - $33.25 $94.7K - $106K
22.5K $742K
IIM
Invesco Value Municipal Income Trust

Financial Services
6.76K
+ 12.22%
$12.19 - $12.99 $82.4K - $87.8K
62.1K $799K
VPU
Vanguard Utilities ETF

ETFs
424
+ 26.37%
$146.64 - $174.54 $62.2K - $74K
2.03K $353K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
7.69K
+ 13.89%
$10.06 - $10.77 $77.4K - $82.8K
63K $675K
IESC
Ies Holdings, Inc.

Industrials
45
+ 2.56%
$134.29 - $199.7 $6.04K - $8.99K
1.81K $360K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.47K
+ 281.73%
$68.79 - $76.02 $101K - $111K
1.99K $150K
STEW
Boulder Growth & Income Fund

Financial Services
1.84K
+ 2.72%
$14.33 - $15.97 $26.4K - $29.4K
69.7K $1.1M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
4.27K
+ 22.6%
$20.56 - $22.25 $87.7K - $94.9K
23.1K $514K
RWK
Invesco Exchange Traded Fd Tr

ETFs
357
+ 3.25%
$107.13 - $116.56 $38.2K - $41.6K
11.4K $1.32M
AME
Ametek Inc

Industrials
586
+ 25.17%
$152.74 - $176.01 $89.5K - $103K
2.91K $500K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
2.86K
+ 18.79%
$20.08 - $23.22 $57.3K - $66.3K
18.1K $419K
BERY
Berry Global Group, Inc.

Consumer Cyclical
1.1K
+ 27.75%
$58.01 - $69.08 $63.9K - $76.1K
5.07K $344K
TPL
Texas Pacific Land Corp

Energy
82
+ 32.93%
$724.86 - $952.13 $59.4K - $78.1K
331 $292K
PKB
Invesco Exchange Traded Fd Tr

ETFs
650
+ 13.3%
$66.28 - $79.78 $43.1K - $51.9K
5.54K $440K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.48K
+ 4.62%
$33.58 - $35.96 $49.6K - $53.1K
33.4K $1.19M
MCI
Barings Corporate Investors

Financial Services
3.48K
+ 12.04%
$17.17 - $19.93 $59.7K - $69.3K
32.3K $644K
HUBS
Hubspot Inc

Technology
569
+ 17.02%
$450.09 - $592.58 $256K - $337K
3.91K $2.08M
IAI
Ishares Tr Us Broker Dealers &

ETFs
487
+ 12.74%
$115.73 - $128.74 $56.4K - $62.7K
4.31K $554K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
3.35K
+ 2.76%
$23.41 - $23.78 $78.5K - $79.7K
125K $2.96M
EXPD
Expeditors International Of Washington Inc

Industrials
404
+ 5.3%
$116.1 - $131.42 $46.9K - $53.1K
8.02K $1.05M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
11.8K
+ 34.05%
$7.48 - $8.24 $88.4K - $97.4K
46.5K $381K
KIE
Spdr S&P Insurance ETF

ETFs
798
+ 9.64%
$49.44 - $56.87 $39.5K - $45.4K
9.08K $515K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.51K
+ 4.14%
$38.49 - $41.61 $58K - $62.7K
37.9K $1.57M
CPRT
Copart Inc

Consumer Cyclical
2.56K
+ 13.65%
$49.19 - $55.54 $126K - $142K
21.3K $1.12M
GDV
Gabelli Dividend & Income Trust

Financial Services
1.18K
+ 2.84%
$22.05 - $24.45 $26K - $28.9K
42.7K $1.04M
TRMK
Trustmark Corp

Financial Services
3.04K
+ 152.21%
$29.23 - $35.42 $88.7K - $107K
5.03K $159K
MPW
Medical Properties Trust Inc

Real Estate
8.57K
+ 27.1%
$4.03 - $6.38 $34.5K - $54.7K
40.2K $235K
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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