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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
21.5K
+ 8.88%
$49.7 - $56.11 $1.07M - $1.21M
264K $14.5M
QDPL
Pacer Fds Tr Metaurus Us Large
26.2K
+ 79.86%
$34.97 - $38.41 $916K - $1.01M
59K $2.24M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.45K
+ 5.64%
$98.71 - $117.61 $242K - $288K
45.9K $5.4M
XSMO
Invesco S&P Smallcap Momentum

ETFs
13.9K
+ 80.62%
$59.5 - $67.14 $827K - $933K
31.1K $2.06M
EBND
Spdr Bloomberg Emerging Market

ETFs
44.1K
+ 75.75%
$19.74 - $21.39 $870K - $942K
102K $2.17M
RF
Regions Financial Corp

Financial Services
35.3K
+ 61.09%
$19.51 - $23.42 $689K - $827K
93.1K $2.17M
ARES
Ares Management Corp

Financial Services
1.83K
+ 5.84%
$133.73 - $158.05 $244K - $289K
33.1K $5.16M
TFC
Truist Financial Corp

Financial Services
9.59K
+ 6.48%
$38.22 - $44.94 $367K - $431K
158K $6.74M
OC
Owens Corning

Industrials
5.48K
+ 98.47%
$154.02 - $186.38 $844K - $1.02M
11.1K $1.95M
FEMB
First Tr ETF Emerging Markets

ETFs
32.9K
+ 433.46%
$26.93 - $29.14 $887K - $959K
40.5K $1.17M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.83K
+ 8.27%
$60.13 - $68.17 $411K - $466K
89.5K $6.06M
IDXX
Idexx Laboratories Inc

Healthcare
1.55K
+ 16.47%
$455.08 - $517.19 $704K - $801K
10.9K $5.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.2K
+ 16.95%
$58.03 - $65.37 $592K - $667K
70.4K $4.56M
CLF
Cleveland Cliffs Inc.

Basic Materials
130K
+ 45.73%
$10.91 - $16.21 $1.42M - $2.11M
414K $5.3M
GILD
Gilead Sciences, Inc.

Healthcare
878
+ 1.59%
$66.59 - $83.99 $58.5K - $73.7K
56K $4.69M
EMHC
Spdr Bloomberg Emerging Market
35.3K
+ 189.55%
$23.61 - $25.14 $833K - $887K
53.9K $1.35M
FLJP
Franklin Templeton ETF Tr

ETFs
19.4K
+ 10.28%
$26.79 - $31.0 $521K - $603K
209K $6.34M
FXL
First Tr Exchange Traded Fd Fi

ETFs
5.02K
+ 5.85%
$122.48 - $142.51 $615K - $716K
90.9K $12.6M
EDOW
First Tr Exchange Traded Fd

ETFs
15.3K
+ 11.11%
$32.74 - $36.1 $502K - $554K
153K $5.52M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7K
+ 39.11%
$101.72 - $112.94 $712K - $790K
24.9K $2.81M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.98K
+ 10.12%
$69.31 - $77.34 $414K - $462K
65.1K $4.99M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
35.6K
+ 2.32%
$23.88 - $24.01 $849K - $854K
1.57M $37.6M
FICO
Fair Isaac Corp

Technology
259
+ 32.05%
$1496.51 - $1947.38 $388K - $504K
1.07K $2.08M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
5.79K
+ 1.78%
$27.15 - $30.78 $157K - $178K
331K $10.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
7.88K
+ 12.04%
$65.06 - $71.72 $512K - $565K
73.3K $5.21M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
6.56K
+ 8.21%
$96.3 - $106.49 $632K - $699K
86.5K $9.05M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.4K
+ 8.79%
$41.34 - $43.55 $555K - $585K
166K $7.18M
EBAY
Ebay Inc

Consumer Cyclical
3.31K
+ 6.12%
$52.61 - $65.44 $174K - $217K
57.4K $3.74M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
24.1K
+ 7.31%
$24.39 - $25.28 $587K - $609K
354K $8.89M
DOW
Dow Inc.

Basic Materials
12.2K
+ 12.25%
$50.15 - $55.41 $611K - $676K
112K $6.11M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
15.5K
+ 3.28%
$20.82 - $22.27 $323K - $345K
488K $10.9M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
22.1K
+ 8.84%
$17.09 - $20.23 $377K - $446K
271K $5.16M
OTEX
Open Text Corp

Technology
24.4K
+ 15840.26%
$28.49 - $33.63 $695K - $820K
24.5K $816K
IFV
First Trust Dorsey Wright Inte

ETFs
7.62K
+ 1.63%
$19.04 - $21.37 $145K - $163K
475K $10M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.46K
+ 1.07%
$54.98 - $59.51 $135K - $146K
232K $13.8M
MDB
Mongo Db, Inc.

Technology
2.86K
+ 389.52%
$221.5 - $296.69 $634K - $849K
3.6K $972K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.3K
+ 4.44%
$59.93 - $66.52 $318K - $353K
125K $8.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14.9K
+ 51.89%
$50.15 - $51.27 $745K - $762K
43.5K $2.23M
RWR
Spdr Dow Jones Reit ETF

ETFs
7.18K
+ 459.83%
$92.36 - $108.47 $663K - $779K
8.74K $932K
USB
Us Bancorp \De\

Financial Services
5.25K
+ 5.82%
$39.04 - $47.23 $205K - $248K
95.6K $4.37M
RYLD
Global X Fds Russell 2000 Cove

ETFs
47.5K
+ 40.67%
$15.22 - $16.33 $723K - $775K
164K $2.65M
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.1K
+ 27.91%
$51.58 - $53.79 $674K - $703K
59.9K $3.21M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.25K
+ 2.32%
$94.31 - $103.26 $212K - $232K
99K $10.2M
MEAR
Blackrock Short Maturity Munic

ETFs
14.9K
+ 18.16%
$49.99 - $50.34 $746K - $751K
97K $4.88M
AZO
Autozone Inc

Consumer Cyclical
188
+ 20.98%
$2815.0 - $3212.87 $529K - $604K
1.08K $3.41M
APA
Apa Corp

Energy
40.4K
+ 86.59%
$23.34 - $32.22 $942K - $1.3M
87K $2.13M
SYK
Stryker Corp

Healthcare
760
+ 3.33%
$315.94 - $371.96 $240K - $283K
23.6K $8.53M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
34.1K
+ 273.87%
$20.69 - $22.19 $705K - $756K
46.5K $1.01M
LHX
L3 Harris Technologies, Inc.

Industrials
2.45K
+ 19.26%
$221.96 - $243.27 $543K - $595K
15.1K $3.6M
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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