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
IWS
Ishares Russell Midcap Value E

ETFs
1.47K
+ 2.79%
$128.08 - $140.32 $188K - $206K
54.1K $6.99M
FIS
Fidelity National Information Services, Inc.

Technology
2.48K
+ 4.46%
$80.14 - $90.95 $199K - $226K
58.2K $4.7M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
639
+ 1.37%
$8.22 - $9.44 $5.25K - $6.03K
47.2K $416K
SMLR
Semler Scientific, Inc.

Healthcare
557
+ 318.29%
$22.48 - $74.73 $12.5K - $41.6K
732 $39K
CARG
Car Gurus, Inc.

Communication Services
543
+ 24.99%
$29.05 - $38.78 $15.8K - $21.1K
2.72K $99K
FDRR
Fidelity Covington Tr Divid Et

ETFs
795
+ 1.17%
$50.93 - $53.77 $40.5K - $42.7K
69K $3.54M
IBN
Icici Bank LTD

Financial Services
1.09K
+ 9.32%
$28.69 - $31.9 $31.2K - $34.7K
12.8K $381K
L
Loews Corp

Financial Services
117
+ 2.91%
$76.49 - $87.05 $8.95K - $10.2K
4.14K $350K
AVK
Advent Convertible & Income Fund

Financial Services
2.6K
+ 4.31%
$11.13 - $12.5 $28.9K - $32.5K
62.9K $739K
DPZ
Dominos Pizza Inc

Consumer Cyclical
115
+ 7.72%
$408.59 - $476.19 $47K - $54.8K
1.61K $673K
EBND
Spdr Bloomberg Emerging Market

ETFs
10.7K
+ 10.51%
$19.53 - $21.1 $210K - $227K
113K $2.21M
ALT
Altimmune, Inc.

Healthcare
579
+ 2.36%
$6.02 - $9.85 $3.49K - $5.7K
25.1K $181K
NLOK
Norton Life Lock Inc.

Technology
1.4K
+ 10.87%
N/A
14.3K $307K
MTD
Mettler Toledo International Inc

Healthcare
101
+ 29.71%
$1160.67 - $1498.12 $117K - $151K
441 $539K
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.3K
+ 2.05%
$50.62 - $52.07 $319K - $328K
313K $16M
KNSL
Kinsale Capital Group, Inc.

Financial Services
67
+ 9.63%
$424.05 - $524.22 $28.4K - $35.1K
763 $354K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.19K
+ 15.19%
$34.04 - $35.66 $40.5K - $42.4K
9.02K $310K
CATH
Global X Fds Global X S&P 500

ETFs
415
+ 42.92%
$68.5 - $73.81 $28.4K - $30.6K
1.38K $97K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
40.9K
+ 4.43%
$20.28 - $21.2 $829K - $866K
963K $19.6M
BAR
Granite Shares Gold Trust

ETFs
1.2K
+ 3.92%
$25.3 - $27.51 $30.4K - $33K
31.8K $823K
QTWO
Q2 Holdings, Inc.

Technology
275
+ 269.61%
$77.81 - $110.85 $21.4K - $30.5K
377 $37K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
15.1K
+ 14.27%
$9.25 - $10.62 $139K - $160K
121K $1.17M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
5.1K
+ 16.2%
$15.84 - $17.86 $80.7K - $91K
36.5K $589K
QDF
Flexshares Quality Dividend In

ETFs
485
+ 8.7%
$70.4 - $73.87 $34.1K - $35.8K
6.06K $427K
NTES
Net Ease, Inc.

Communication Services
481
+ 14.28%
$76.28 - $104.26 $36.7K - $50.1K
3.85K $343K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
1.18K
+ 7.85%
$28.25 - $28.72 $33.3K - $33.9K
16.2K $459K
GGG
Graco Inc

Industrials
461
+ 13.93%
$81.45 - $92.29 $37.5K - $42.5K
3.77K $317K
IGRO
Ishares Tr International Divid

ETFs
874
+ 18.12%
$67.76 - $74.48 $59.2K - $65.1K
5.7K $387K
NGD
New Gold Inc.

Basic Materials
15.2K
+ 60.22%
$2.47 - $3.08 $37.5K - $46.7K
40.4K $100K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.8K
+ 13.85%
$12.74 - $14.23 $35.6K - $39.8K
23K $298K
JJSF
J&J Snack Foods Corp

Consumer Defensive
383
+ 20.45%
$155.13 - $179.02 $59.4K - $68.6K
2.26K $349K
MTLS
Materialise Nv

Technology
893
+ 6.53%
$4.99 - $8.44 $4.46K - $7.54K
14.6K $102K
WAL
Western Alliance Bancorporation

Financial Services
470
+ 11.47%
$80.51 - $96.1 $37.8K - $45.2K
4.57K $381K
IAT
Ishares Tr

ETFs
100
+ 1.3%
$46.07 - $56.9 $4.61K - $5.69K
7.81K $393K
LVHI
Franklin International Low Vol

ETFs
885
+ 203.45%
$29.98 - $31.57 $26.5K - $27.9K
1.32K $40K
TX
Ternium S.A.

Basic Materials
1K
+ 500.0%
$28.78 - $37.56 $28.8K - $37.6K
1.2K $34K
WRBY
Warby Parker Inc.

Healthcare
1.05K
+ 700.0%
$15.04 - $25.72 $15.8K - $27K
1.2K $29K
FVD
First Tr Value Line Divid Inde

ETFs
15.4K
+ 4.41%
$43.4 - $46.7 $667K - $718K
364K $15.9M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.37K
+ 10.52%
N/A
14.4K $273K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
951
+ 0.84%
$24.45 - $24.62 $23.3K - $23.4K
115K $2.81M
CF
Cf Industries Holdings, Inc.

Basic Materials
362
+ 2.97%
$81.39 - $94.14 $29.5K - $34.1K
12.5K $1.07M
NOTE
Fiscal Note Holdings, Inc.

Technology
25K
+ 250.0%
$0.77 - $1.23 $19.3K - $30.8K
35K $37K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.17K
+ 1.96%
$23.02 - $23.23 $27K - $27.2K
61K $1.41M
SMWB
Similarweb Ltd.

Communication Services
1.6K
+ 1471.56%
$8.4 - $14.67 $13.5K - $23.5K
1.71K $24K
MARA
Marathon Digital Holdings, Inc.

Financial Services
1.04K
+ 28.89%
N/A
4.64K $104K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
3.68K
+ 12.76%
$17.87 - $19.48 $65.7K - $71.7K
32.5K $585K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.4K
+ 2.25%
$22.39 - $23.45 $232K - $243K
470K $10.8M
ACVF
ETF Opportunities Tr American

ETFs
501
+ 209.62%
$43.12 - $46.1 $21.6K - $23.1K
740 $32K
SPH
Suburban Propane Partners LP

Utilities
1.46K
+ 45.86%
$17.0 - $19.85 $24.9K - $29K
4.65K $79K
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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