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
DUK
Duke Energy Corp

Utilities
122
+ 0.09%
$99.35 - $117.71 $12.1K - $14.4K
138K $16M
MSTR
Microstrategy Inc

Technology
24.9K
+ 1431.32%
$114.3 - $1800.09 $2.85M - $44.8M
26.6K $4.49M
PAUG
Innovator U.S. Equity Power Bu

ETFs
53.6K
+ 206.22%
$35.57 - $37.86 $1.91M - $2.03M
79.6K $3.01M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
72.4K
+ 64.94%
$24.27 - $27.34 $1.76M - $1.98M
184K $4.94M
VFMV
Vanguard Wellington Fd

ETFs
12.9K
+ 23.22%
$113.29 - $121.87 $1.46M - $1.57M
68.4K $8.32M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
35.2K
+ 20.78%
$43.99 - $46.63 $1.55M - $1.64M
205K $9.52M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
20.8K
+ 10.76%
$50.99 - $57.81 $1.06M - $1.2M
214K $12.3M
JNK
Spdr Bloomberg High Yield Bond

ETFs
19.1K
+ 61.57%
$93.65 - $97.81 $1.78M - $1.86M
50K $4.89M
BAC
Bank Of America Corp

Financial Services
50.7K
+ 9.58%
$36.65 - $44.13 $1.86M - $2.24M
580K $23M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
12.8K
+ 3.75%
$51.29 - $56.57 $658K - $726K
355K $20.1M
FENY
Fidelity Covington Tr Msci Ene

ETFs
85.6K
+ 50.68%
$23.09 - $25.75 $1.98M - $2.2M
255K $6.13M
CME
Cme Group Inc.

Financial Services
3.44K
+ 7.32%
$193.43 - $220.62 $665K - $758K
50.4K $11.1M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
62.5K
+ 55.99%
$25.73 - $28.81 $1.61M - $1.8M
174K $4.95M
TT
Trane Technologies PLC

Industrials
2.86K
+ 22.36%
$314.21 - $388.71 $899K - $1.11M
15.7K $6.09M
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.9K
+ 1.92%
$26.69 - $29.87 $397K - $444K
787K $22.9M
MPWR
Monolithic Power Systems Inc

Technology
921
+ 9.49%
$757.04 - $947.16 $697K - $872K
10.6K $9.83M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.71K
+ 4.96%
$95.1 - $106.76 $543K - $610K
121K $12.9M
IAK
Ishares Tr

ETFs
13.2K
+ 176.47%
$112.0 - $130.47 $1.48M - $1.72M
20.7K $2.67M
RECS
Columbia ETF Tr I

ETFs
39.2K
+ 14.75%
$30.74 - $33.91 $1.2M - $1.33M
305K $10.3M
T
At&T Inc.

Communication Services
17.7K
+ 3.73%
$18.21 - $22.28 $322K - $393K
491K $10.8M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
91.9K
+ 317.99%
$18.35 - $19.01 $1.69M - $1.75M
121K $2.29M
XLI
Industrial Sector Spdr

ETFs
7.04K
+ 12.32%
$120.56 - $135.44 $849K - $953K
64.2K $8.69M
XLU
Utilities Sector Spdr

ETFs
3.88K
+ 3.49%
$67.67 - $80.78 $263K - $314K
115K $9.32M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
27.3K
+ 8.78%
$59.61 - $60.15 $1.63M - $1.64M
338K $20.3M
VXF
Vanguard Extended Market ETF

ETFs
4.47K
+ 6.57%
$163.98 - $182.92 $733K - $818K
72.6K $13.2M
TRV
Travelers Companies, Inc.

Financial Services
3.99K
+ 16.05%
$201.87 - $242.35 $806K - $967K
28.9K $6.76M
FDNI
First Tr ETF Ii Dow Jones

ETFs
15.9K
+ 6.89%
$22.19 - $29.88 $354K - $476K
247K $7.08M
ICVT
Ishares Tr Convertible Bond Et

ETFs
17K
+ 35.62%
$77.24 - $83.67 $1.31M - $1.42M
64.7K $5.41M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
54.7K
+ 13.53%
$22.38 - $23.66 $1.23M - $1.3M
459K $10.8M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
23.6K
+ 14.01%
$49.82 - $52.8 $1.18M - $1.25M
192K $10.1M
AVDV
American Centy ETF Tr Avantis

ETFs
16.6K
+ 20.99%
$62.52 - $71.12 $1.04M - $1.18M
96K $6.78M
ENB
Enbridge Inc

Energy
2.6K
+ 0.86%
$35.27 - $41.18 $91.5K - $107K
306K $12.4M
VV
Vanguard Large Cap ETF

ETFs
4.27K
+ 11.71%
$236.92 - $263.4 $1.01M - $1.12M
40.7K $10.7M
SLV
I Shares Silver Trust

ETFs
39.2K
+ 14.3%
$24.33 - $29.38 $954K - $1.15M
313K $8.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.5K
+ 14.06%
$92.63 - $105.69 $1.16M - $1.32M
102K $10.6M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
19.3K
+ 98.75%
$69.61 - $79.56 $1.34M - $1.54M
38.9K $3.05M
DHI
Horton D R Inc

Consumer Cyclical
5.55K
+ 51.96%
$135.21 - $197.06 $750K - $1.09M
16.2K $3.1M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
36.8K
+ 39.01%
$34.06 - $37.17 $1.25M - $1.37M
131K $4.86M
PJUL
Innovator U.S. Equity Power Bu

ETFs
37.2K
+ 78.38%
$37.89 - $40.48 $1.41M - $1.5M
84.6K $3.42M
HCA
Hca Healthcare, Inc.

Healthcare
3.16K
+ 92.53%
$315.12 - $406.43 $995K - $1.28M
6.57K $2.67M
MINO
Pimco ETF Tr Municipal Income

ETFs
32.7K
+ 37.57%
$45.07 - $46.16 $1.47M - $1.51M
120K $5.52M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.5K
+ 11.09%
$61.11 - $67.85 $948K - $1.05M
155K $10.5M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
26K
+ 12.12%
$46.89 - $52.24 $1.22M - $1.36M
241K $12.5M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
40.3K
+ 320.27%
$34.48 - $37.66 $1.39M - $1.52M
52.9K $1.98M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
18.6K
+ 91.58%
$66.56 - $75.11 $1.24M - $1.4M
39K $2.91M
SHOP
Shopify Inc.

Technology
13.7K
+ 46.56%
$52.26 - $80.75 $718K - $1.11M
43.3K $3.47M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
44.3K
+ 8.02%
$23.78 - $25.04 $1.05M - $1.11M
597K $14.9M
CCI
Crown Castle International Corp

Real Estate
9.46K
+ 52.92%
$95.29 - $120.24 $902K - $1.14M
27.3K $3.24M
AKAM
Akamai Technologies Inc

Technology
16.4K
+ 2803.24%
N/A
17K $1.55M
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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