New Edge Advisors, LLC New Holdings in Q4 2024

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
370K
New
$25.06 - $25.59 $9.28M - $9.47M
370K $9.32M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
119K
New
$28.3 - $30.67 $3.37M - $3.66M
119K $3.51M
FLCH
Franklin Templeton ETF Tr

ETFs
176K
New
$18.27 - $23.64 $3.21M - $4.15M
176K $3.23M
COCO
Vita Coco Company, Inc.

Consumer Defensive
61K
New
$27.78 - $37.02 $1.7M - $2.26M
61K $2.25M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
23.2K
New
$81.34 - $96.75 $1.89M - $2.24M
23.2K $1.89M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
59.3K
New
$25.35 - $25.53 $1.5M - $1.51M
59.3K $1.51M
CHH
Choice Hotels International Inc

Consumer Cyclical
9.14K
New
$128.7 - $152.73 $1.18M - $1.4M
9.14K $1.3M
POWL
Powell Industries Inc

Industrials
5.85K
New
$221.65 - $352.37 $1.3M - $2.06M
5.85K $1.3M
GNR
Spdr S&P Global Natural Resour

ETFs
23.4K
New
$48.67 - $58.43 $1.14M - $1.36M
23.4K $1.16M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
48.3K
New
$22.83 - $23.36 $1.1M - $1.13M
48.3K $1.11M
BSCV
Invesco ETF Self Indexed Fd Tr
60.6K
New
$16.02 - $16.72 $971K - $1.01M
60.6K $972K
REET
Ishares Global Reit ETF

ETFs
38.1K
New
$23.43 - $26.54 $893K - $1.01M
38.1K $913K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
31.6K
New
$25.33 - $27.57 $801K - $872K
31.6K $819K
IAUM
I Shares Gold Trust Micro

ETFs
26.6K
New
$25.56 - $27.81 $680K - $740K
26.6K $696K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
16K
New
$42.35 - $47.59 $676K - $759K
16K $675K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
13.6K
New
$42.95 - $45.72 $585K - $622K
13.6K $587K
CXSE
Wisdomtree Tr China Ex State O

ETFs
19.6K
New
$29.75 - $39.52 $583K - $775K
19.6K $585K
USLM
United States Lime & Minerals Inc

Basic Materials
4.41K
New
$91.63 - $157.45 $404K - $695K
4.41K $585K
SLM
Slm Corp

Financial Services
20K
New
$21.37 - $28.14 $428K - $564K
20K $552K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
3.6K
New
$120.76 - $140.58 $435K - $506K
3.6K $459K
ZG
Zillow Group, Inc.

Communication Services
6.47K
New
$56.08 - $82.33 $363K - $533K
6.47K $458K
VCV
Invesco California Value Municipal Income Trust

Financial Services
39.3K
New
$10.06 - $10.97 $395K - $431K
39.3K $429K
CSWC
Capital Southwest Corp

Financial Services
19.1K
New
$20.85 - $25.85 $399K - $494K
19.1K $417K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
8.37K
New
$46.52 - $48.32 $389K - $404K
8.37K $390K
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
10.2K
New
$35.09 - $39.06 $358K - $399K
10.2K $358K
ESE
Esco Technologies Inc

Technology
2.65K
New
$120.68 - $151.38 $319K - $400K
2.65K $352K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
14.2K
New
$24.19 - $24.63 $342K - $349K
14.2K $342K
EPP
Ishares Inc

ETFs
7.76K
New
$43.59 - $49.13 $338K - $381K
7.76K $339K
ESAB
Esab Corp

Industrials
2.5K
New
$102.05 - $135.08 $255K - $338K
2.5K $300K
EDN
Edenor

Utilities
5.99K
New
$21.68 - $49.23 $130K - $295K
5.99K $256K
ITRI
Itron, Inc.

Technology
2.11K
New
$101.26 - $124.45 $213K - $262K
2.11K $228K
GGAL
Grupo Financiero Galicia Sa

Financial Services
3.61K
New
$41.94 - $68.72 $151K - $248K
3.61K $224K
JSML
Janus Detroit Str Tr Henderson

ETFs
3.38K
New
$63.67 - $73.6 $215K - $249K
3.38K $221K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
5.22K
New
$39.86 - $46.0 $208K - $240K
5.22K $219K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
5.09K
New
$41.02 - $44.55 $209K - $227K
5.09K $218K
BANF
Bancfirst Corp

Financial Services
1.84K
New
$100.43 - $128.91 $185K - $237K
1.84K $215K
FLS
Flowserve Corp

Industrials
3.68K
New
$51.87 - $62.0 $191K - $228K
3.68K $211K
CRDO
Credo Technology Group Holding LTD

Technology
3.09K
New
$30.16 - $77.25 $93.3K - $239K
3.09K $208K
EGY
Vaalco Energy Inc

Energy
47.3K
New
$4.24 - $6.38 $201K - $302K
47.3K $206K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
3.9K
New
$50.7 - $54.98 $198K - $214K
3.9K $205K
TEO
Telecom Argentina Sa

Communication Services
16.1K
New
$7.63 - $13.92 $123K - $224K
16.1K $202K
OSPN
One Span Inc.

Technology
10.2K
New
$14.47 - $19.38 $148K - $198K
10.2K $189K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
10.1K
New
$17.65 - $18.4 $178K - $185K
10.1K $179K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
11.2K
New
$14.98 - $16.73 $168K - $187K
11.2K $167K
LX
Lexin Fintech Holdings Ltd.

Financial Services
28.5K
New
$2.85 - $6.32 $81.3K - $180K
28.5K $165K
QBTS
D Wave Quantum Inc.

Technology
19.4K
New
$0.89 - $9.91 $17.3K - $192K
19.4K $162K
SPRE
Tidal ETF Tr Sp Fd S&P Global

ETFs
8.1K
New
$19.48 - $21.88 $158K - $177K
8.1K $160K
OB
Outbrain Inc.

Communication Services
22.1K
New
$4.27 - $7.6 $94.2K - $168K
22.1K $158K
WULF
Terawulf Inc.

Financial Services
27.5K
New
$3.82 - $8.82 $105K - $242K
27.5K $155K
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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