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
ENSG
Ensign Group, Inc

Healthcare
524
+ 2.35%
$132.78 - $156.91 $69.6K - $82.2K
22.8K $3.03M
GIS
General Mills Inc

Consumer Defensive
2.98K
+ 8.18%
$62.78 - $74.62 $187K - $223K
39.4K $2.51M
URI
United Rentals, Inc.

Industrials
127
+ 4.93%
$704.44 - $880.32 $89.5K - $112K
2.7K $1.9M
HII
Huntington Ingalls Industries, Inc.

Industrials
85
+ 3.2%
$184.96 - $264.65 $15.7K - $22.5K
2.74K $518K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.29K
+ 11.39%
$396.64 - $516.74 $513K - $669K
12.7K $5.09M
STE
Steris PLC

Healthcare
149
+ 2.5%
$204.34 - $235.7 $30.4K - $35.1K
6.11K $1.26M
AVDV
American Centy ETF Tr Avantis

ETFs
5.26K
+ 5.49%
$63.85 - $70.4 $336K - $371K
101K $6.59M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
11.7K
+ 7.88%
$68.25 - $75.42 $798K - $881K
160K $10.9M
PGR
Progressive Corp

Financial Services
2.2K
+ 4.29%
$239.6 - $268.88 $528K - $593K
53.6K $12.8M
HRB
H&R Block Inc

Consumer Cyclical
2.91K
+ 8.64%
$52.14 - $63.36 $152K - $184K
36.6K $1.93M
LDOS
Leidos Holdings, Inc.

Technology
1.02K
+ 5.37%
$143.17 - $201.39 $146K - $206K
20.1K $2.89M
FNDF
Schwab Fundamental Intl Large

ETFs
3.07K
+ 3.98%
$32.92 - $37.15 $101K - $114K
80.2K $2.66M
EIX
Edison International

Utilities
2.61K
+ 4.41%
$77.93 - $88.36 $203K - $231K
61.8K $4.94M
ON
On Semiconductor Corp

Technology
312
+ 1.19%
$63.05 - $74.7 $19.7K - $23.3K
26.6K $1.67M
VHT
Vanguard Health Care ETF

ETFs
768
+ 5.12%
$250.81 - $283.3 $193K - $218K
15.8K $4M
A
Agilent Technologies, Inc.

Healthcare
253
+ 1.34%
$125.69 - $146.56 $31.8K - $37.1K
19.1K $2.57M
ITW
Illinois Tool Works Inc

Industrials
5.14K
+ 2.84%
$253.56 - $278.5 $1.3M - $1.43M
186K $47.2M
ITB
Ishares Tr

ETFs
2.83K
+ 12.48%
$103.31 - $129.34 $292K - $366K
25.5K $2.64M
LAMR
Lamar Advertising CO

Real Estate
1.27K
+ 3.73%
$121.37 - $138.11 $154K - $175K
35.3K $4.29M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
548
+ 1.56%
$89.81 - $104.0 $49.2K - $57K
35.7K $3.21M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
9.84K
+ 3.62%
$17.41 - $19.29 $171K - $190K
281K $4.9M
RNA
Avidity Biosciences, Inc.

Healthcare
1.41K
+ 7.84%
$29.08 - $52.5 $41.1K - $74.1K
19.4K $564K
VNQI
Vanguard Global Ex U.S. Real

ETFs
3.07K
+ 5.82%
$39.22 - $47.52 $120K - $146K
55.8K $2.21M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
28.4K
+ 5.5%
$26.16 - $28.82 $742K - $817K
544K $14.2M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
34.1K
+ 4.26%
$22.12 - $23.49 $754K - $801K
835K $18.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
580
+ 0.42%
$38.96 - $43.28 $22.6K - $25.1K
138K $5.42M
LGOV
First Tr ETF Iv Long Duration

ETFs
2.95K
+ 1.24%
$20.75 - $22.49 $61.3K - $66.4K
241K $5.02M
KMB
Kimberly Clark Corp

Consumer Defensive
495
+ 1.49%
$130.37 - $146.09 $64.5K - $72.3K
33.8K $4.43M
FIW
First Trust Water ETF

ETFs
1.01K
+ 1.78%
$102.02 - $110.91 $103K - $112K
58K $5.92M
FDNI
First Tr ETF Ii Dow Jones

ETFs
575
+ 0.23%
$25.89 - $31.25 $14.9K - $18K
248K $6.76M
CMCSA
Comcast Corp

Communication Services
41.8K
+ 9.37%
$37.39 - $45.14 $1.56M - $1.89M
487K $18.3M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
17.4K
+ 5.26%
$27.88 - $30.51 $486K - $532K
349K $9.74M
CSIQ
Canadian Solar Inc.

Technology
4.72K
+ 6.67%
$10.76 - $17.47 $50.8K - $82.4K
75.5K $839K
SBUX
Starbucks Corp

Consumer Cyclical
3.22K
+ 3.18%
$87.44 - $102.5 $281K - $330K
105K $9.53M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
344
+ 0.11%
$51.58 - $52.91 $17.7K - $18.2K
317K $16.4M
MU
Micron Technology Inc

Technology
10K
+ 15.98%
$84.16 - $113.41 $845K - $1.14M
72.8K $6.13M
MDU
Mdu Resources Group Inc

Industrials
7.21K
+ 13.14%
$15.1 - $30.28 $109K - $218K
62.1K $1.12M
DVN
Devon Energy Corp

Energy
18.9K
+ 12.02%
$30.52 - $42.96 $577K - $812K
176K $5.77M
LHX
L3 Harris Technologies, Inc.

Industrials
125
+ 0.83%
$208.94 - $264.22 $26.1K - $33K
15.3K $3.21M
GPC
Genuine Parts CO

Consumer Cyclical
1.23K
+ 5.18%
$113.11 - $143.63 $140K - $177K
25.1K $2.93M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
83.1K
+ 170.08%
$27.54 - $83.04 $2.29M - $6.9M
132K $3.65M
SMG
Scotts Miracle Gro CO

Basic Materials
1.1K
+ 4.54%
$65.14 - $93.47 $71.3K - $102K
25.2K $1.67M
SA
Seabridge Gold Inc

Basic Materials
1.13K
+ 1.36%
$11.27 - $20.51 $12.7K - $23.1K
83.6K $954K
KBH
Kb Home

Consumer Cyclical
3.48K
+ 10.47%
$65.58 - $85.3 $228K - $297K
36.7K $2.41M
NUE
Nucor Corp

Basic Materials
135
+ 1.0%
$115.78 - $167.74 $15.6K - $22.6K
13.7K $1.59M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.2K
+ 2.39%
$44.87 - $46.86 $591K - $617K
565K $25.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.8K
+ 1.79%
$160.89 - $176.18 $451K - $494K
160K $25.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.34K
+ 2.61%
$60.13 - $67.31 $140K - $157K
91.8K $5.58M
FSLR
First Solar, Inc.

Technology
924
+ 10.49%
$175.88 - $240.66 $163K - $222K
9.73K $1.72M
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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