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
EMBD
Global X Fds Emerging Mkts Bd

ETFs
151K
+ 9.08%
$22.3 - $23.68 $3.36M - $3.56M
1.81M $42.5M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
798K
+ 1034.36%
$6.3 - $6.99 $5.03M - $5.58M
875K $5.79M
EOSE
Eos Energy Enterprises, Inc.

Industrials
238K
+ 9.19%
$1.41 - $2.97 $335K - $706K
2.83M $8.4M
AXP
American Express CO

Financial Services
9.15K
+ 14.28%
$225.92 - $271.17 $2.07M - $2.48M
73.2K $19.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
31.9K
+ 3.78%
$71.45 - $75.64 $2.28M - $2.41M
876K $65.8M
GE
General Electric CO

Industrials
15.6K
+ 23.84%
$156.66 - $189.66 $2.45M - $2.96M
81.1K $15.3M
ACN
Accenture PLC

Technology
4.09K
+ 6.04%
$295.44 - $355.81 $1.21M - $1.45M
71.8K $25.4M
VST
Vistra Corp.

Utilities
22.1K
+ 32.49%
$69.0 - $119.06 $1.52M - $2.63M
90K $10.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
57.4K
+ 62.95%
$74.26 - $78.84 $4.26M - $4.52M
148K $11.6M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
58K
+ 64.29%
$69.16 - $76.64 $4.01M - $4.44M
148K $11.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
63.8K
+ 94.59%
$74.82 - $74.82 $4.77M - $4.77M
131K $9.81M
LOW
Lowes Companies Inc

Consumer Cyclical
3.78K
+ 5.07%
$213.3 - $270.78 $805K - $1.02M
78.2K $21.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11.6K
+ 2.33%
$83.76 - $91.82 $974K - $1.07M
511K $46.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.95K
+ 20.04%
$531.86 - $624.21 $2.63M - $3.09M
29.6K $18.3M
JPIE
J P Morgan Exchange Traded Fd
101K
+ 1731.07%
$45.17 - $46.39 $4.54M - $4.67M
106K $4.94M
TSCO
Tractor Supply CO

Consumer Cyclical
5.05K
+ 3.31%
$251.95 - $290.93 $1.27M - $1.47M
157K $45.8M
XLF
Financial Sector Spdr

ETFs
73K
+ 23.01%
$40.84 - $45.74 $2.98M - $3.34M
390K $17.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
153K
+ 52.8%
$25.23 - $27.94 $3.86M - $4.27M
442K $12.3M
PM
Philip Morris International Inc.

Consumer Defensive
17.9K
+ 15.37%
$101.25 - $127.45 $1.81M - $2.28M
134K $16.3M
LMT
Lockheed Martin Corp

Industrials
1.16K
+ 3.55%
$460.3 - $584.56 $532K - $676K
33.7K $19.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
81.5K
+ 200.4%
$49.83 - $62.75 $4.06M - $5.11M
122K $7.04M
IYW
Ishares Dj Us Tech ETF

ETFs
26.5K
+ 6.3%
$133.16 - $158.73 $3.52M - $4.2M
446K $67.7M
ADI
Analog Devices Inc

Technology
16.9K
+ 6.99%
$200.56 - $243.33 $3.39M - $4.11M
259K $59.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
59.1K
+ 11.33%
$36.02 - $41.68 $2.13M - $2.46M
581K $24M
CCJ
Cameco Corp

Energy
86.4K
+ 378.0%
$36.9 - $53.72 $3.19M - $4.64M
109K $5.22M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
265K
+ 560.93%
$14.2 - $15.12 $3.77M - $4.01M
313K $4.73M
JCI
Johnson Controls International PLC

Industrials
41.9K
+ 62.11%
$65.52 - $77.61 $2.75M - $3.25M
109K $8.49M
WST
West Pharmaceutical Services Inc

Healthcare
13.5K
+ 550.47%
$277.16 - $333.3 $3.74M - $4.5M
16K $4.79M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
20.2K
+ 38.63%
$72.18 - $107.33 $1.46M - $2.17M
72.6K $7.7M
SJM
J M Smucker CO

Consumer Defensive
32K
+ 608.55%
$109.12 - $122.4 $3.49M - $3.91M
37.2K $4.51M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
48.7K
+ 15.04%
$53.41 - $57.9 $2.6M - $2.82M
372K $21.5M
FMB
First Tr Exchange Traded Fd Ii

ETFs
70K
+ 29.58%
$51.0 - $52.05 $3.57M - $3.64M
307K $15.9M
ETN
Eaton Corp PLC

Industrials
6.56K
+ 7.05%
$272.52 - $333.02 $1.79M - $2.18M
99.6K $33M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.96K
+ 9.52%
$386.81 - $423.12 $1.92M - $2.1M
57.1K $24.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21.6K
+ 19.64%
$147.95 - $191.05 $3.19M - $4.12M
131K $22.8M
ASTS
Ast Space Mobile, Inc.

Communication Services
140K
+ 467916.66%
$10.72 - $38.6 $1.5M - $5.42M
140K $3.67M
PFE
Pfizer Inc

Healthcare
111K
+ 23.64%
$27.7 - $31.39 $3.07M - $3.48M
579K $16.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
37.9K
+ 12.74%
$76.94 - $79.54 $2.92M - $3.02M
336K $26.7M
VBR
Vanguard Small Cap Value ETF

ETFs
3.87K
+ 2.47%
$179.99 - $201.6 $697K - $781K
160K $32.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
36K
+ 64.67%
$100.09 - $100.69 $3.61M - $3.63M
91.8K $9.24M
EMN
Eastman Chemical CO

Basic Materials
31.8K
+ 1050.3%
$93.82 - $113.74 $2.98M - $3.62M
34.8K $3.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
39.1K
+ 310.84%
$79.58 - $91.64 $3.11M - $3.58M
51.7K $4.68M
IQLT
Ishares Msci Intl Quality Fact

ETFs
30.3K
+ 3.23%
$37.37 - $41.82 $1.13M - $1.27M
967K $40.1M
NFLX
Netflix Inc

Communication Services
3.01K
+ 7.42%
$598.55 - $722.26 $1.8M - $2.18M
43.6K $31M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
75.1K
+ 49.77%
$36.98 - $41.55 $2.78M - $3.12M
226K $9.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
10.3K
+ 10.44%
$173.36 - $189.8 $1.79M - $1.96M
109K $20.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.56K
+ 2.99%
$149.02 - $167.67 $679K - $764K
157K $26.3M
AVLV
American Centy ETF Tr Avantis
50.1K
+ 231.96%
$60.05 - $65.83 $3.01M - $3.3M
71.7K $4.72M
XOM
Exxon Mobil Corp

Energy
17.6K
+ 3.01%
$109.72 - $119.0 $1.94M - $2.1M
604K $70.8M
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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