New Edge Advisors, LLC Reduced Holdings in Q4 2024

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
-2.5K
- 5.1%
$5.01 - $5.7 $12.5K - $14.3K
46.5K $232K
SSL
Sasol LTD

Basic Materials
-2.46K
- 15.18%
$4.46 - $7.28 $11K - $17.9K
13.7K $62K
BIGZ
Black Rock Innovation & Growth Trust
-5.5K
- 11.62%
$7.43 - $8.08 $40.8K - $44.4K
41.8K $311K
RGCO
Rgc Resources Inc

Utilities
-1.7K
- 37.16%
$19.62 - $23.49 $33.4K - $39.9K
2.88K $57K
HNDL
Strategy Shs

ETFs
-600
- 1.67%
$21.25 - $22.4 $12.8K - $13.4K
35.4K $754K
MIN
Mfs Intermediate Income Trust

Financial Services
-13.6K
- 9.3%
$2.62 - $2.77 $35.6K - $37.7K
133K $352K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-1.04K
- 49.88%
$47.03 - $55.28 $49K - $57.6K
1.05K $54K
ERC
Allspring Multi Sector Income Fund

Financial Services
-3.3K
- 9.38%
$8.84 - $9.54 $29.2K - $31.5K
31.9K $293K
FAB
First Tr Multi Cap Value Alpha

ETFs
-486
- 28.86%
$81.02 - $90.16 $39.4K - $43.8K
1.2K $98K
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
-1.85K
- 64.35%
$22.89 - $23.53 $42.3K - $43.5K
1.03K $23K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.67K
- 28.21%
$19.82 - $21.55 $33K - $35.9K
4.24K $83K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-247
- 58.67%
$150.51 - $170.38 $37.2K - $42.1K
174 $26K
PIM
Putnam Master Intermediate Income Trust

Financial Services
-8.12K
- 7.01%
$3.21 - $3.42 $26.1K - $27.8K
108K $351K
TRMR
Tremor International Ltd.

Communication Services
-8.24K
- 23.69%
N/A
26.6K $132K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-2.8K
- 7.24%
$10.84 - $11.38 $30.4K - $31.9K
35.9K $392K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-2.2K
- 5.89%
$13.42 - $14.34 $29.5K - $31.5K
35.1K $480K
MT
Arcelor Mittal

Basic Materials
-1.38K
- 53.4%
$22.93 - $26.51 $31.6K - $36.5K
1.2K $27K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-476
- 9.57%
$55.73 - $61.23 $26.5K - $29.1K
4.5K $254K
RXST
Rx Sight, Inc.

Healthcare
-300
- 15.76%
$33.66 - $54.73 $10.1K - $16.4K
1.6K $55K
WDIV
Spdr S&P Global Dividend ETF

ETFs
-584
- 89.57%
$61.96 - $66.71 $36.2K - $39K
68 $4K
SPFF
Global X Superincome Preferred

ETFs
-1.55K
- 3.03%
$9.26 - $9.83 $14.4K - $15.3K
49.6K $459K
FPX
First Trust Us Equity Opportun

ETFs
-1.08K
- 11.07%
$109.38 - $131.9 $118K - $142K
8.64K $1.03M
BWEN
Broadwind, Inc.

Industrials
-15.5K
- 56.02%
$1.55 - $2.25 $24.1K - $35K
12.2K $24K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.16K
- 1.69%
$20.98 - $21.19 $45.3K - $45.7K
125K $2.64M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-322
- 2.84%
$114.67 - $126.49 $36.9K - $40.7K
11K $1.28M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
-3K
- 6.01%
$4.35 - $5.09 $13K - $15.3K
47K $213K
PI
Impinj Inc

Technology
-4
- 0.76%
$141.81 - $238.72 $567 - $955
520 $75K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-860
- 92.47%
$32.56 - $42.89 $28K - $36.9K
70 $2K
TREE
Lending Tree, Inc.

Financial Services
-276
- 19.62%
$38.27 - $62.0 $10.6K - $17.1K
1.13K $43K
CGO
Calamos Global Total Return Fund

Financial Services
-2.3K
- 12.04%
$11.35 - $12.59 $26.1K - $29K
16.8K $191K
JHI
John Hancock Investors Trust

Financial Services
-1.6K
- 3.96%
$13.67 - $14.45 $21.9K - $23.1K
38.9K $531K
PHT
Pioneer High Income Fund, Inc.

Financial Services
-2.69K
- 4.04%
$7.71 - $8.03 $20.7K - $21.6K
63.7K $494K
CDXC
Chroma Dex Corp.

Healthcare
-11.2K
- 83.75%
$3.25 - $7.72 $36.4K - $86.4K
2.17K $11K
VPU
Vanguard Utilities ETF

ETFs
-98
- 4.82%
$160.52 - $179.11 $15.7K - $17.6K
1.93K $316K
AGZ
Ishares Agency Bond ETF

ETFs
-195
- 3.32%
$107.68 - $110.37 $21K - $21.5K
5.68K $613K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-2.1K
- 10.24%
$13.12 - $13.68 $27.6K - $28.7K
18.4K $245K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-1K
- 10.1%
$23.56 - $25.94 $23.6K - $25.9K
8.9K $216K
TAL
Tal Education Group

Consumer Defensive
-1.36K
- 11.4%
$9.45 - $12.13 $12.9K - $16.5K
10.6K $106K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-5.54K
- 12.12%
$8.24 - $11.07 $45.7K - $61.3K
40.2K $374K
IYT
Ishares Tr U.S. Transportation

ETFs
-435
- 10.34%
$66.79 - $75.4 $29.1K - $32.8K
3.77K $254K
TRIN
Trinity Capital Inc.

Financial Services
-3.26K
- 24.89%
$13.11 - $14.87 $42.7K - $48.4K
9.82K $142K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-319
- 1.85%
$97.11 - $104.1 $31K - $33.2K
16.9K $1.66M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-859
- 2.56%
$20.25 - $20.87 $17.4K - $17.9K
32.7K $664K
FDT
First Trust Developed Markets

ETFs
-4
- 0.04%
$53.27 - $57.72 $213 - $231
9.43K $509K
MMYT
Make My Trip LTD

Consumer Cyclical
-398
- 2.15%
N/A
18.1K $1.56M
CIF
Mfs Intermediate High Income Fund

Financial Services
-16.6K
- 15.47%
$1.7 - $1.79 $28.2K - $29.7K
90.7K $156K
BIDU
Baidu, Inc.

Communication Services
-310
- 85.16%
$80.33 - $115.13 $24.9K - $35.7K
54 $4K
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
-329
- 0.82%
$23.43 - $24.2 $7.71K - $7.96K
39.6K $929K
ADC
Agree Realty Corp

Real Estate
-211
- 5.54%
$69.44 - $77.65 $14.7K - $16.4K
3.6K $253K
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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