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
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
9.54K
+ 1.09%
$5.83 - $6.64 $55.6K - $63.4K
885K $5.28M
TMDX
Trans Medics Group, Inc.

Healthcare
11.4K
+ 86.22%
$59.28 - $144.9 $676K - $1.65M
24.6K $1.54M
CLF
Cleveland Cliffs Inc.

Basic Materials
88.3K
+ 21.31%
$9.24 - $13.94 $816K - $1.23M
503K $4.73M
IFV
First Trust Dorsey Wright Inte

ETFs
15.7K
+ 3.3%
$19.09 - $20.83 $300K - $327K
491K $9.41M
VNQ
Vanguard Specialized Funds Van

ETFs
2.1K
+ 2.18%
$87.85 - $98.6 $185K - $207K
98.7K $8.79M
OMC
Omnicom Group Inc.

Communication Services
773
+ 1.9%
$85.82 - $105.47 $66.3K - $81.5K
41.5K $3.57M
SPTL
Spdr Portfolio Long Term Treas

ETFs
61K
+ 7.75%
$26.05 - $29.17 $1.59M - $1.78M
848K $22.2M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.99K
+ 1.65%
$99.2 - $108.47 $198K - $216K
123K $12.2M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
24.7K
+ 3.21%
$42.84 - $45.38 $1.06M - $1.12M
793K $34.1M
RTX
Raytheon Technologies Corp

Industrials
576
+ 0.39%
$114.45 - $127.21 $65.9K - $73.3K
150K $17.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
35K
+ 58.38%
$25.74 - $53.78 $900K - $1.88M
94.9K $2.45M
DHI
Horton D R Inc

Consumer Cyclical
436
+ 2.69%
$137.24 - $194.56 $59.8K - $84.8K
16.7K $2.33M
SO
Southern CO

Utilities
11.4K
+ 5.21%
$81.5 - $94.15 $928K - $1.07M
230K $18.9M
IDXX
Idexx Laboratories Inc

Healthcare
530
+ 4.84%
$406.92 - $495.42 $216K - $263K
11.5K $4.75M
HPQ
Hp Inc

Technology
1.32K
+ 0.52%
$32.46 - $39.3 $43K - $52K
258K $8.41M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.59K
+ 2.6%
$52.1 - $57.26 $291K - $320K
220K $11.5M
NKE
Nike, Inc.

Consumer Cyclical
230
+ 0.32%
$73.36 - $89.13 $16.9K - $20.5K
71.2K $5.39M
ABBV
Abb Vie Inc.

Healthcare
44.3K
+ 9.79%
$164.99 - $203.87 $7.31M - $9.04M
497K $88.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
11.7K
+ 20.21%
$24.19 - $50.58 $283K - $591K
69.6K $1.69M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.34K
+ 4.61%
$82.28 - $117.52 $275K - $393K
75.9K $6.44M
KO
Coca Cola CO

Consumer Defensive
19K
+ 7.4%
$61.74 - $71.71 $1.17M - $1.36M
275K $17.2M
GE
General Electric CO

Industrials
2.78K
+ 3.42%
$159.95 - $194.23 $444K - $539K
83.9K $14M
VZ
Verizon Communications Inc

Communication Services
33.8K
+ 6.08%
$39.6 - $45.21 $1.34M - $1.53M
591K $23.6M
NEE
Nextera Energy Inc

Utilities
34.5K
+ 11.44%
$69.77 - $85.43 $2.41M - $2.95M
336K $24.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
49.4K
+ 5.24%
$44.04 - $49.49 $2.18M - $2.45M
993K $43.7M
NVS
Novartis Ag

Healthcare
921
+ 1.08%
$96.78 - $117.18 $89.1K - $108K
86.3K $8.4M
DTE
Dte Energy CO

Utilities
7.76K
+ 2.45%
$117.04 - $129.77 $908K - $1.01M
325K $39.2M
CI
Cigna Corp

Healthcare
894
+ 3.41%
$265.59 - $358.58 $237K - $321K
27.1K $7.48M
DHR
Danaher Corp

Healthcare
4.13K
+ 7.84%
$226.16 - $274.52 $934K - $1.13M
56.8K $13M
UNP
Union Pacific Corp

Industrials
155
+ 0.17%
$223.15 - $249.32 $34.6K - $38.6K
90.7K $20.7M
UBER
Uber Technologies, Inc

Technology
22.5K
+ 11.16%
$59.93 - $86.34 $1.35M - $1.94M
224K $13.5M
LOW
Lowes Companies Inc

Consumer Cyclical
933
+ 1.19%
$244.52 - $284.07 $228K - $265K
79.1K $19.5M
ADBE
Adobe Inc.

Technology
1.98K
+ 5.15%
$437.39 - $552.96 $867K - $1.1M
40.5K $18M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
10K
+ 1.41%
$31.31 - $35.01 $314K - $351K
720K $22.6M
FCX
Freeport Mcmoran Inc

Basic Materials
8.25K
+ 4.03%
$38.08 - $50.82 $314K - $419K
213K $8.12M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.58K
+ 1.52%
$79.93 - $88.06 $366K - $403K
306K $24.5M
LMT
Lockheed Martin Corp

Industrials
2.21K
+ 6.56%
$479.66 - $614.62 $1.06M - $1.36M
35.9K $17.4M
VTV
Vanguard Value ETF

ETFs
13.2K
+ 1.55%
$168.32 - $181.87 $2.23M - $2.41M
868K $147M
TMO
Thermo Fisher Scientific Inc.

Healthcare
843
+ 2.84%
$501.29 - $612.85 $423K - $517K
30.5K $15.9M
JNJ
Johnson & Johnson

Healthcare
14.7K
+ 5.22%
$143.34 - $165.86 $2.1M - $2.43M
295K $42.7M
XOM
Exxon Mobil Corp

Energy
27.1K
+ 4.49%
$105.51 - $125.37 $2.86M - $3.4M
631K $67.9M
TSCO
Tractor Supply CO

Consumer Cyclical
650K
+ 413.01%
$52.59 - $303.74 $34.2M - $198M
808K $42.9M
AMGN
Amgen Inc

Healthcare
3.79K
+ 5.8%
$258.78 - $328.31 $980K - $1.24M
69.1K $18M
IEFA
Ishares Tr

ETFs
53.3K
+ 6.04%
$70.06 - $77.43 $3.73M - $4.12M
935K $65.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
21.9K
+ 2.26%
$37.12 - $41.23 $812K - $902K
989K $36.7M
MRK
Merck & Co., Inc.

Healthcare
16.8K
+ 4.27%
$96.31 - $114.76 $1.62M - $1.93M
411K $40.9M
AVY
Avery Dennison Corp

Industrials
6.45K
+ 3.58%
$186.26 - $220.48 $1.2M - $1.42M
187K $34.9M
VEA
Vanguard Ftse Developed Market

ETFs
81.9K
+ 4.41%
$47.57 - $52.44 $3.89M - $4.29M
1.94M $92.6M
AMAT
Applied Materials Inc

Technology
10.1K
+ 4.36%
$161.44 - $213.89 $1.63M - $2.16M
242K $39.4M
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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