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
FREL
Fidelity Covington Tr Msci Rea

ETFs
3
+ 0.04%
$26.61 - $29.85 $79.8 - $89.6
8.37K $226K
MFM
Mfs Municipal Income Trust

Financial Services
116
+ 0.2%
$5.3 - $5.75 $615 - $667
56.9K $304K
BME
Black Rock Health Sciences Trust

Financial Services
880
+ 6.51%
$36.92 - $42.26 $32.5K - $37.2K
14.4K $545K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
113
+ 0.53%
$10.97 - $12.21 $1.24K - $1.38K
21.4K $236K
MCD
Mcdonalds Corp

Consumer Cyclical
5.92K
+ 4.98%
$288.47 - $316.54 $1.71M - $1.87M
125K $36.2M
ITUB
Itau Unibanco Holding S.A.

Financial Services
13.7K
+ 25.45%
$4.96 - $6.57 $67.9K - $89.9K
67.5K $334K
IT
Gartner Inc

Technology
142
+ 3.43%
$481.22 - $551.8 $68.3K - $78.4K
4.29K $2.08M
PBA
Pembina Pipeline Corp

Energy
430
+ 4.55%
$35.89 - $43.35 $15.4K - $18.6K
9.88K $365K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.27K
+ 2.84%
$17.21 - $18.41 $21.8K - $23.3K
45.9K $790K
VVV
Valvoline Inc

Energy
6.91K
+ 14.17%
$36.18 - $43.41 $250K - $300K
55.7K $2.02M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
184
+ 0.87%
$83.21 - $88.08 $15.3K - $16.2K
21.3K $1.82M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
25
+ 0.27%
$30.42 - $36.45 $761 - $911
9.13K $290K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
93
+ 0.6%
$22.21 - $24.22 $2.07K - $2.25K
15.6K $345K
VAW
Vanguard Materials ETF

ETFs
5
+ 0.4%
$186.91 - $215.32 $935 - $1.08K
1.27K $237K
CSL
Carlisle Companies Inc

Industrials
98
+ 12.08%
$368.67 - $480.91 $36.1K - $47.1K
909 $335K
KIO
Kkr Income Opportunities Fund

Financial Services
1.89K
+ 4.74%
$13.03 - $15.04 $24.6K - $28.4K
41.6K $556K
AEP
American Electric Power CO Inc

Utilities
2.59K
+ 9.94%
$90.91 - $102.21 $235K - $265K
28.6K $2.64M
DSL
Double Line Income Solutions Fund

Financial Services
2.95K
+ 1.78%
$12.32 - $13.0 $36.3K - $38.3K
168K $2.12M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.39K
+ 8.55%
$30.93 - $33.94 $167K - $183K
68.3K $2.12M
AGOX
Starboard Invt Tr

ETFs
230
+ 1.03%
$27.16 - $30.0 $6.25K - $6.9K
22.5K $611K
ONTO
Onto Innovation Inc.

Technology
44
+ 4.61%
$158.54 - $225.02 $6.98K - $9.9K
999 $166K
IFN
India Fund Inc

Financial Services
290
+ 2.51%
$15.71 - $18.91 $4.56K - $5.48K
11.8K $186K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
582
+ 0.98%
$5.26 - $6.15 $3.06K - $3.58K
60.1K $316K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
1.77K
+ 3.78%
$5.84 - $6.96 $10.3K - $12.3K
48.6K $286K
PML
Pimco Municipal Income Fund Ii

Financial Services
9.83K
+ 11.34%
$8.02 - $9.52 $78.8K - $93.6K
96.5K $780K
WPC
W. P. Carey Inc.

Real Estate
485
+ 6.29%
$53.44 - $61.33 $25.9K - $29.7K
8.2K $446K
PBF
Pbf Energy Inc.

Energy
300
+ 3.14%
$25.15 - $33.71 $7.55K - $10.1K
9.85K $261K
FE
Firstenergy Corp

Utilities
7.98K
+ 10.34%
$39.14 - $44.52 $312K - $355K
85.1K $3.39M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
600
+ 2.99%
$14.79 - $17.23 $8.87K - $10.3K
20.7K $311K
VIRC
Virco Mfg Corporation

Consumer Cyclical
5
+ 0.05%
$10.21 - $16.74 $51.1 - $83.7
10.5K $108K
HISF
First Tr Exc Traded Fd Iv High

ETFs
27
+ 0.11%
$43.73 - $45.64 $1.18K - $1.23K
23.9K $1.05M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
10
+ 0.15%
$47.92 - $55.17 $479 - $552
6.8K $327K
DFIS
Dimensional ETF Tr Dimensional

ETFs
318
+ 1.44%
$24.25 - $26.7 $7.71K - $8.49K
22.5K $551K
ENTG
Entegris Inc

Technology
291
+ 5.48%
$97.67 - $112.92 $28.4K - $32.9K
5.6K $554K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
54
+ 0.19%
$48.12 - $52.79 $2.6K - $2.85K
27.9K $1.35M
ING
Ing Groep Nv

Financial Services
12.4K
+ 12.82%
$15.1 - $17.73 $187K - $220K
109K $1.71M
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
1.25K
+ 1.98%
$9.75 - $10.91 $12.1K - $13.6K
64.3K $627K
PPG
Ppg Industries Inc

Basic Materials
1.44K
+ 8.5%
$119.09 - $131.37 $171K - $189K
18.4K $2.2M
ALC
Alcon Inc

Healthcare
184
+ 4.36%
$83.87 - $99.15 $15.4K - $18.2K
4.4K $373K
NGG
National Grid PLC

Utilities
440
+ 5.98%
$57.68 - $70.03 $25.4K - $30.8K
7.8K $463K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
13
+ 0.03%
$20.35 - $21.68 $265 - $282
46.6K $960K
NUDM
Nuveen Esg International Devel

ETFs
775
+ 3.57%
$30.06 - $33.38 $23.3K - $25.9K
22.5K $676K
CTRE
Care Trust Reit, Inc.

Real Estate
1.94K
+ 6.84%
$26.8 - $32.79 $51.9K - $63.5K
30.2K $817K
OTIS
Otis Worldwide Corp

Industrials
514
+ 5.62%
$92.57 - $106.01 $47.6K - $54.5K
9.65K $893K
BHK
Blackrock Core Bond Trust

Financial Services
1.51K
+ 3.34%
$10.39 - $12.03 $15.7K - $18.1K
46.7K $488K
DVY
Ishares Tr

ETFs
1.75K
+ 2.31%
$129.55 - $143.41 $226K - $250K
77.5K $10.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.61K
+ 5.19%
$22.72 - $25.76 $59.3K - $67.3K
52.9K $1.23M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
925
+ 2.77%
$32.75 - $35.81 $30.3K - $33.1K
34.3K $1.13M
TT
Trane Technologies PLC

Industrials
666
+ 4.25%
$369.35 - $419.14 $246K - $279K
16.3K $6.03M
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email