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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
273K
+ 19.72%
$28.1 - $29.89 $7.68M - $8.17M
1.66M $49.6M
BNDX
Vanguard Total International B

ETFs
172K
+ 34.09%
$48.42 - $50.35 $8.33M - $8.66M
677K $34M
EFG
Msci Eafe Growth ETF

ETFs
54.1K
+ 8.23%
$96.84 - $108.77 $5.24M - $5.89M
712K $76.6M
RDVY
First Trust Rising Dividend Ac

ETFs
105K
+ 16.02%
$53.68 - $59.24 $5.64M - $6.23M
762K $45.1M
AMZN
Amazon Com Inc

Consumer Cyclical
89K
+ 8.14%
$161.02 - $200.0 $14.3M - $17.8M
1.18M $220M
MBB
Ishares Tr

ETFs
74.2K
+ 15.68%
$90.85 - $96.66 $6.74M - $7.17M
548K $52.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
96.5K
+ 63.96%
$91.42 - $91.82 $8.83M - $8.86M
247K $22.7M
PLTR
Palantir Technologies Inc.

Technology
53.5K
+ 9.68%
$24.09 - $37.95 $1.29M - $2.03M
606K $22.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
217K
+ 139.81%
$32.65 - $36.69 $7.07M - $7.95M
372K $13.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
162K
+ 41.74%
$44.65 - $47.21 $7.25M - $7.67M
551K $25.8M
DTE
Dte Energy CO

Utilities
23.2K
+ 7.91%
$108.67 - $128.41 $2.53M - $2.99M
317K $40.7M
CGDV
Capital Group Divid Value ETF

ETFs
139K
+ 16.25%
$32.96 - $36.48 $4.58M - $5.07M
995K $36.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
126K
+ 814.26%
$56.04 - $62.2 $7.06M - $7.84M
141K $8.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
173K
+ 17.92%
$30.71 - $34.79 $5.32M - $6.03M
1.14M $39.7M
ADP
Automatic Data Processing Inc

Industrials
1.9K
+ 1.0%
$233.44 - $279.45 $444K - $532K
192K $53.2M
GLD
Spdr Gold Trust

ETFs
8.58K
+ 4.54%
$215.56 - $246.98 $1.85M - $2.12M
197K $48M
VCIT
Vanguard Intermediate Term Cor

ETFs
74.6K
+ 28.0%
$79.29 - $84.02 $5.92M - $6.27M
341K $28.6M
IBM
International Business Machines Corp

Technology
8.83K
+ 8.21%
$175.1 - $223.38 $1.55M - $1.97M
116K $25.7M
MA
Mastercard Inc

Financial Services
7.88K
+ 12.82%
$429.6 - $500.99 $3.38M - $3.95M
69.3K $34.2M
AFL
Aflac Inc

Financial Services
34.1K
+ 23.12%
$88.52 - $111.8 $3.02M - $3.81M
181K $20.3M
AVUV
American Centy ETF Tr Avantis

ETFs
72.1K
+ 278.66%
$88.24 - $99.7 $6.37M - $7.19M
98K $9.41M
IWY
Ishares Tr Russell 200 Growth

ETFs
27.9K
+ 18.22%
$194.66 - $225.97 $5.44M - $6.31M
181K $39.9M
IEFA
Ishares Tr

ETFs
27.7K
+ 3.24%
$70.09 - $78.74 $1.94M - $2.18M
882K $68.8M
NEE
Nextera Energy Inc

Utilities
37.3K
+ 14.15%
$69.9 - $84.97 $2.61M - $3.17M
301K $25.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
125K
+ 41.21%
$49.93 - $51.15 $6.27M - $6.42M
430K $22M
CRM
Salesforce, Inc.

Technology
20.3K
+ 28.58%
$238.42 - $276.53 $4.83M - $5.6M
91.1K $24.9M
PGR
Progressive Corp

Financial Services
21K
+ 68.88%
$209.46 - $259.24 $4.39M - $5.43M
51.4K $13M
VO
Vanguard Mid Cap ETF

ETFs
5.96K
+ 2.65%
$237.84 - $263.83 $1.42M - $1.57M
230K $60.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
55.4K
+ 100.52%
$100.75 - $111.62 $5.58M - $6.18M
110K $12.1M
MCD
Mcdonalds Corp

Consumer Cyclical
1.74K
+ 1.48%
$245.82 - $304.51 $427K - $530K
119K $36.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
55.8K
+ 6.29%
$41.9 - $48.26 $2.34M - $2.69M
943K $45.1M
JNJ
Johnson & Johnson

Healthcare
12.2K
+ 4.55%
$145.48 - $167.38 $1.78M - $2.04M
281K $45.5M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
104K
+ 74.31%
$50.02 - $54.5 $5.22M - $5.69M
245K $13.3M
NOW
Service Now, Inc.

Technology
3.73K
+ 15.06%
$730.87 - $937.36 $2.73M - $3.5M
28.5K $25.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
15.3K
+ 2.59%
$64.35 - $75.71 $984K - $1.16M
605K $44.6M
COST
Costco Wholesale Corp

Consumer Defensive
3.44K
+ 4.35%
$801.83 - $917.05 $2.76M - $3.16M
82.6K $73.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
32.6K
+ 7.57%
$89.91 - $101.33 $2.93M - $3.31M
464K $45.5M
CGUS
Capital Group Core Equity ETF
132K
+ 20.56%
$31.19 - $34.33 $4.12M - $4.54M
774K $26.5M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
185K
+ 67.75%
$28.09 - $30.4 $5.19M - $5.61M
457K $13.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
70.3K
+ 471.8%
$74.85 - $82.2 $5.26M - $5.78M
85.2K $6.92M
ITW
Illinois Tool Works Inc

Industrials
5.19K
+ 2.95%
$233.14 - $263.97 $1.21M - $1.37M
181K $47.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.6K
+ 4.09%
$162.83 - $179.16 $1.72M - $1.9M
269K $48.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
115K
+ 71.03%
$44.9 - $47.55 $5.16M - $5.46M
277K $13.1M
MDT
Medtronic PLC

Healthcare
47.1K
+ 38.33%
$76.84 - $91.03 $3.62M - $4.29M
170K $15.3M
SAP
Sap Se

Technology
781
+ 0.39%
$197.21 - $231.0 $154K - $180K
199K $45.5M
VZ
Verizon Communications Inc

Communication Services
85.5K
+ 18.13%
$38.89 - $45.0 $3.32M - $3.85M
557K $25M
KKR
Kkr & Co. Inc.

Financial Services
40.7K
+ 556.02%
$104.51 - $133.23 $4.25M - $5.42M
48K $6.27M
FTV
Fortive Corp

Technology
68.8K
+ 5818.87%
$67.01 - $79.2 $4.61M - $5.45M
70K $5.52M
RTX
Raytheon Technologies Corp

Industrials
23.1K
+ 18.29%
$99.55 - $123.34 $2.3M - $2.85M
149K $18.1M
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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