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
FIW
First Trust Water ETF

ETFs
27.3K
+ 91.77%
$98.0 - $109.33 $2.67M - $2.98M
57K $6.23M
MSFT
Microsoft Corp

Technology
39.3K
+ 4.8%
$395.15 - $467.56 $15.5M - $18.4M
858K $369M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
91.5K
+ 21.58%
$25.21 - $28.46 $2.31M - $2.6M
516K $14.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
15.4K
+ 8.45%
$113.41 - $125.62 $1.74M - $1.93M
197K $24.8M
SO
Southern CO

Utilities
5.11K
+ 2.39%
$77.0 - $90.52 $393K - $462K
219K $19.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.37K
+ 0.31%
$77.02 - $85.06 $106K - $117K
439K $37.1M
MO
Altria Group, Inc.

Consumer Defensive
38.3K
+ 19.17%
$45.95 - $54.71 $1.76M - $2.1M
238K $12.2M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
59.7K
+ 25.15%
$37.98 - $41.19 $2.27M - $2.46M
297K $12.2M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
84.3K
+ 13.47%
$31.25 - $35.38 $2.63M - $2.98M
710K $24.6M
PCG
Pg&E Corp

Utilities
149K
+ 405.7%
$17.08 - $20.6 $2.55M - $3.07M
186K $3.67M
BOND
Pimco Active Bond Exchange Tra

ETFs
15.1K
+ 3.39%
$90.01 - $95.32 $1.36M - $1.44M
462K $43.7M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
51.3K
+ 19.35%
$51.78 - $52.98 $2.65M - $2.72M
316K $16.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.57K
+ 3.1%
$240.48 - $267.94 $858K - $956K
119K $31.7M
AMD
Advanced Micro Devices Inc

Technology
15.6K
+ 8.36%
$128.67 - $183.96 $2M - $2.86M
202K $33.1M
VNQ
Vanguard Specialized Funds Van

ETFs
17.9K
+ 22.7%
$82.97 - $98.97 $1.48M - $1.77M
96.6K $9.41M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
8.58K
+ 2.93%
$80.13 - $88.89 $688K - $763K
301K $26.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
26.6K
+ 227.6%
$98.99 - $101.51 $2.63M - $2.7M
38.3K $3.88M
SPGI
S&P Global Inc.

Financial Services
3.1K
+ 19.8%
$446.32 - $527.38 $1.38M - $1.63M
18.7K $9.68M
IWX
Ishares Tr Russell 200 Value E

ETFs
20K
+ 12.42%
$74.49 - $81.27 $1.49M - $1.62M
181K $14.7M
SCHR
Schwab Intermediate Term Us Tr

ETFs
51.7K
+ 841.36%
$48.4 - $50.91 $2.5M - $2.63M
57.9K $2.93M
CI
Cigna Corp

Healthcare
6.66K
+ 34.13%
$319.12 - $367.1 $2.13M - $2.45M
26.2K $9.07M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.19K
+ 1.93%
$283.28 - $314.39 $621K - $689K
116K $36.3M
MSI
Motorola Solutions, Inc.

Technology
1.93K
+ 7.39%
$385.65 - $450.49 $745K - $871K
28.1K $12.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
40K
+ 22.89%
$41.02 - $46.01 $1.64M - $1.84M
215K $9.77M
UNP
Union Pacific Corp

Industrials
3.02K
+ 3.44%
$221.78 - $256.09 $669K - $772K
90.6K $22.3M
MSCI
Msci Inc.

Financial Services
2.79K
+ 32.99%
$479.31 - $584.91 $1.34M - $1.63M
11.3K $6.56M
RGLD
Royal Gold Inc

Basic Materials
15.6K
+ 101.95%
$125.01 - $146.5 $1.95M - $2.29M
30.9K $4.34M
KBH
Kb Home

Consumer Cyclical
27K
+ 437.7%
$65.35 - $89.63 $1.77M - $2.42M
33.2K $2.84M
GS
Goldman Sachs Group Inc

Financial Services
3.23K
+ 17.29%
$459.02 - $510.25 $1.48M - $1.65M
21.9K $10.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.35K
+ 1.84%
$218.05 - $243.47 $513K - $573K
130K $31.8M
UBER
Uber Technologies, Inc

Technology
25.2K
+ 14.24%
$58.48 - $77.47 $1.47M - $1.95M
202K $15.2M
JHMM
John Hancock Multifactor Mid C

ETFs
33.1K
+ 52.28%
$54.25 - $60.2 $1.79M - $1.99M
96.3K $5.8M
CL
Colgate Palmolive CO

Consumer Defensive
18.9K
+ 36.88%
$95.54 - $108.77 $1.81M - $2.06M
70.3K $7.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
43.4K
+ 12.38%
$50.25 - $50.74 $2.18M - $2.2M
394K $20M
AVUS
American Centy ETF Tr Avantis

ETFs
23.1K
+ 124.49%
$86.27 - $95.15 $2M - $2.2M
41.7K $3.97M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.01K
+ 0.82%
$33.89 - $41.64 $102K - $125K
372K $14.8M
CGGO
Capital Group Global Growth Eq

ETFs
59.5K
+ 8.47%
$27.25 - $30.52 $1.62M - $1.81M
761K $23M
DHR
Danaher Corp

Healthcare
3.2K
+ 6.47%
$239.25 - $280.76 $766K - $899K
52.7K $14.6M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
68.1K
+ 5.24%
$21.96 - $22.69 $1.5M - $1.55M
1.37M $30.9M
IFRA
Ishares Tr

ETFs
23.9K
+ 10.16%
$41.55 - $46.97 $992K - $1.12M
259K $12.2M
FTI
Technip Fmc PLC

Energy
85.6K
+ 4617.8%
$23.46 - $29.5 $2.01M - $2.53M
87.5K $2.29M
WMB
Williams Companies, Inc.

Energy
34.5K
+ 16.62%
$41.24 - $46.22 $1.42M - $1.6M
242K $11.1M
ETR
Entergy Corp

Utilities
7.46K
+ 15.6%
$104.75 - $131.61 $781K - $982K
55.3K $7.27M
CGXU
Capital Group Intl Focus Equit

ETFs
45.9K
+ 6.41%
$24.27 - $27.46 $1.11M - $1.26M
762K $20.5M
HPQ
Hp Inc

Technology
54.5K
+ 26.99%
$32.02 - $38.11 $1.75M - $2.08M
257K $9.2M
CPNG
Coupang, Inc.

Consumer Cyclical
72K
+ 73.68%
$19.79 - $24.92 $1.42M - $1.79M
170K $4.16M
FXR
First Trust Industrials/Produc

ETFs
122
+ 0.04%
$66.85 - $75.76 $8.16K - $9.24K
274K $20.7M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
462K
+ 293.09%
$4.31 - $4.52 $1.99M - $2.09M
620K $2.8M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
25.2K
+ 82.83%
$71.01 - $78.81 $1.79M - $1.99M
55.6K $4.38M
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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