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
SMG
Scotts Miracle Gro CO

Basic Materials
3.46K
+ 16.75%
$61.06 - $86.7 $211K - $300K
24.1K $2.09M
KRE
Spdr S&P Regional Banking ETF

ETFs
12.9K
+ 490.13%
$47.94 - $59.23 $617K - $762K
15.5K $876K
HLI
Houlihan Lokey, Inc.

Financial Services
1.28K
+ 5.42%
$134.11 - $161.99 $171K - $207K
24.8K $3.92M
IWS
Ishares Russell Midcap Value E

ETFs
1.16K
+ 2.25%
$119.52 - $132.25 $139K - $153K
52.6K $6.96M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
19.5K
+ 24.14%
$26.43 - $29.86 $515K - $582K
100K $2.96M
MET
Metlife Inc

Financial Services
1.9K
+ 4.03%
$67.96 - $82.48 $129K - $157K
49.1K $4.05M
BSX
Boston Scientific Corp

Healthcare
2.17K
+ 2.67%
$72.96 - $84.0 $158K - $182K
83.5K $7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.04K
+ 7.35%
$81.31 - $83.29 $572K - $586K
103K $8.55M
BCO
Brinks CO

Industrials
4.29K
+ 24.81%
$93.97 - $115.64 $403K - $496K
21.6K $2.5M
R
Ryder System Inc

Industrials
1.97K
+ 9.97%
$117.21 - $148.66 $231K - $293K
21.7K $3.17M
KMI
Kinder Morgan, Inc.

Energy
2.84K
+ 0.98%
$19.72 - $22.22 $56K - $63.1K
294K $6.49M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
7.46K
+ 9.85%
$26.09 - $33.19 $195K - $248K
83.2K $2.76M
CARR
Carrier Global Corp

Industrials
1.19K
+ 3.39%
$61.9 - $80.88 $73.5K - $96.1K
36.2K $2.91M
JCPB
J P Morgan Exchange Traded Fd

ETFs
14.1K
+ 102.09%
$45.87 - $48.53 $645K - $683K
27.9K $1.34M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
11.8K
+ 12.8%
$49.07 - $50.44 $577K - $593K
104K $5.22M
SPOT
Spotify Technology S.A.

Communication Services
1.03K
+ 18.19%
$290.16 - $384.01 $299K - $396K
6.69K $2.47M
JBBB
Janus Detroit Str Tr Henderson

ETFs
14.1K
+ 254.35%
$48.27 - $49.33 $679K - $694K
19.6K $959K
TGT
Target Corp

Consumer Defensive
2.47K
+ 6.52%
$133.47 - $159.25 $330K - $394K
40.4K $6.3M
TRP
Tc Energy Corp

Energy
4.85K
+ 10.38%
$37.48 - $47.9 $182K - $232K
51.5K $2.45M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.56K
+ 2530.69%
$241.93 - $282.86 $618K - $723K
2.66K $702K
AMAT
Applied Materials Inc

Technology
36.2K
+ 18.5%
$174.88 - $254.97 $6.34M - $9.24M
232K $46.9M
MTB
M&T Bank Corp

Financial Services
1.49K
+ 9.85%
$146.49 - $179.85 $219K - $269K
16.7K $2.97M
CHKP
Check Point Software Technologies LTD

Technology
1.64K
+ 12.74%
$165.0 - $195.47 $270K - $320K
14.5K $2.79M
SE
Sea LTD

Consumer Cyclical
5.2K
+ 66.17%
$59.94 - $94.83 $312K - $493K
13.1K $1.23M
RMD
Resmed Inc

Healthcare
2.37K
+ 139.61%
$186.94 - $252.92 $442K - $598K
4.06K $990K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
774
+ 11.87%
$523.84 - $572.02 $405K - $443K
7.3K $4.16M
VEEV
Veeva Systems Inc

Healthcare
2.37K
+ 39.0%
$180.43 - $223.9 $427K - $530K
8.44K $1.77M
SECT
Sector 10, Inc.

ETFs
7.53K
+ 8.06%
$48.64 - $53.77 $366K - $405K
101K $5.43M
DEO
Diageo PLC

Consumer Defensive
3.06K
+ 20.1%
$120.02 - $140.77 $367K - $431K
18.3K $2.57M
D
Dominion Energy, Inc

Utilities
2.91K
+ 5.36%
$48.01 - $58.53 $140K - $170K
57.1K $3.3M
CINF
Cincinnati Financial Corp

Financial Services
2.43K
+ 14.0%
$115.7 - $138.2 $281K - $335K
19.7K $2.69M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.36K
+ 34.11%
$63.46 - $71.43 $467K - $526K
28.9K $2.05M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
29.5K
+ 19.06%
$19.74 - $20.07 $582K - $591K
184K $3.68M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
94
+ 4.35%
$1066.32 - $1355.99 $100K - $127K
2.26K $2.97M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
11.3K
+ 12.16%
$39.37 - $41.68 $445K - $471K
104K $4.31M
BCE
Bce Inc

Communication Services
17.1K
+ 175.59%
$31.33 - $36.08 $537K - $618K
26.9K $935K
MTG
Mgic Investment Corp

Financial Services
17.2K
+ 40.45%
$21.29 - $25.74 $366K - $443K
59.8K $1.53M
URI
United Rentals, Inc.

Industrials
297
+ 13.04%
$627.41 - $814.1 $186K - $242K
2.57K $2.08M
PCAR
Paccar Inc

Industrials
6.58K
+ 72.92%
$91.64 - $109.98 $603K - $723K
15.6K $1.54M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
22.4K
+ 9.46%
$19.92 - $20.67 $445K - $462K
259K $5.32M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.66K
+ 1.22%
$37.61 - $41.72 $62.4K - $69.2K
137K $5.72M
INGR
Ingredion Inc

Consumer Defensive
3.59K
+ 76.58%
$111.98 - $137.59 $402K - $494K
8.28K $1.14M
FICS
First Tr Exchange Traded Fd Vi

ETFs
15.9K
+ 2149.73%
$33.74 - $37.78 $535K - $599K
16.6K $622K
PAYX
Paychex Inc

Industrials
156
+ 0.42%
$116.17 - $135.19 $18.1K - $21.1K
36.9K $4.95M
ENSG
Ensign Group, Inc

Healthcare
1.16K
+ 5.49%
$124.14 - $153.65 $144K - $178K
22.3K $3.21M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.06K
+ 1.05%
$178.94 - $207.0 $190K - $219K
102K $20.6M
UL
Unilever PLC

Consumer Defensive
2.23K
+ 4.99%
$54.7 - $65.59 $122K - $146K
46.9K $3.04M
EPD
Enterprise Products Partners L.P.

Energy
19K
+ 7.17%
$27.88 - $30.0 $529K - $570K
284K $8.26M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.89K
+ 4.21%
$108.44 - $120.37 $205K - $227K
46.8K $5.63M
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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