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
HRL
Hormel Foods Corp

Consumer Defensive
-944
- 9.89%
$29.21 - $33.55 $27.6K - $31.7K
8.6K $269K
LYG
Lloyds Banking Group PLC

Financial Services
-8.82K
- 36.18%
$2.67 - $3.23 $23.5K - $28.5K
15.6K $42K
GOGL
Golden Ocean Group LTD

Industrials
-516
- 8.32%
$8.62 - $13.16 $4.45K - $6.79K
5.69K $50K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-150
- 0.73%
$28.56 - $30.02 $4.28K - $4.5K
20.4K $583K
CSF
Victory Portf Ii Shs Us Disc E

ETFs
-687
- 4.8%
$53.35 - $60.1 $36.7K - $41.3K
13.6K $747K
INMU
Blackrock ETF Tr Ii Intermedia
-308
- 0.59%
$23.5 - $24.06 $7.24K - $7.41K
51.5K $1.22M
DBL
Double Line Opportunistic Credit Fund

Financial Services
-1.5K
- 5.31%
$15.17 - $15.89 $22.8K - $23.8K
26.7K $414K
FQAL
Fidelity Covington Tr Quality

ETFs
-697
- 2.69%
$64.43 - $68.47 $44.9K - $47.7K
25.2K $1.65M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
-1.94K
- 4.44%
$3.35 - $4.13 $6.49K - $8K
41.7K $147K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-5.5K
- 6.85%
$3.86 - $4.04 $21.2K - $22.2K
74.8K $294K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-499
- 19.68%
$45.26 - $61.17 $22.6K - $30.5K
2.04K $117K
CRL
Charles River Laboratories International, Inc.

Healthcare
-122
- 18.89%
$178.58 - $220.69 $21.8K - $26.9K
524 $96K
DOCN
Digital Ocean Holdings, Inc.

Technology
-784
- 99.37%
$34.07 - $44.0 $26.7K - $34.5K
5 $0
ALV
Autoliv Inc

Consumer Cyclical
-331
- 10.19%
$91.27 - $101.57 $30.2K - $33.6K
2.92K $273K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-900
- 3.62%
$10.39 - $11.25 $9.35K - $10.1K
24K $250K
PPT
Putnam Premier Income Trust

Financial Services
-3K
- 2.64%
$3.49 - $3.73 $10.5K - $11.2K
111K $394K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-60
- 1.19%
$106.1 - $114.66 $6.37K - $6.88K
4.97K $529K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-2.67K
- 1.76%
$2.54 - $2.66 $6.78K - $7.1K
149K $380K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-290
- 8.33%
$74.71 - $79.24 $21.7K - $23K
3.19K $245K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
-311
- 2.26%
$19.51 - $21.5 $6.07K - $6.69K
13.5K $266K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-1.49K
- 11.21%
$26.5 - $28.18 $39.6K - $42.1K
11.8K $327K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.01K
- 4.53%
$44.57 - $46.43 $45.1K - $47K
21.3K $974K
VBF
Invesco Bond Fund

Financial Services
-596
- 4.94%
$15.36 - $17.05 $9.15K - $10.2K
11.5K $176K
NFG
National Fuel Gas CO

Energy
-482
- 7.26%
$58.89 - $64.23 $28.4K - $31K
6.16K $373K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-13
- 0.64%
$260.96 - $307.26 $3.39K - $3.99K
2.02K $546K
IYR
Ishares Tr

ETFs
-212
- 21.16%
$90.74 - $102.87 $19.2K - $21.8K
790 $73K
LEAD
Siren Divcon Leaders Dividend

ETFs
-398
- 37.44%
$66.53 - $71.39 $26.5K - $28.4K
665 $44K
GAB
Gabelli Equity Trust Inc

Financial Services
-4.4K
- 10.04%
$5.36 - $5.83 $23.6K - $25.7K
39.4K $212K
GLU
Gabelli Global Utility & Income Trust

Financial Services
-700
- 5.97%
$15.0 - $17.18 $10.5K - $12K
11K $165K
ARBE
Arbe Robotics Ltd.

Technology
-14.4K
- 47.16%
$1.61 - $2.14 $23.2K - $30.9K
16.2K $30K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-1.66K
- 20.85%
$22.75 - $25.31 $37.8K - $42.1K
6.31K $155K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-400
- 2.79%
$12.61 - $15.33 $5.04K - $6.13K
13.9K $179K
FCO
Aberdeen Global Income Fund Inc

Financial Services
-3.6K
- 7.67%
$5.78 - $6.2 $20.8K - $22.3K
43.3K $253K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-241
- 1.33%
$21.41 - $23.64 $5.16K - $5.7K
17.8K $392K
AOR
Ishares Tr Core Growth Allocat

ETFs
-184
- 2.14%
$57.32 - $59.66 $10.5K - $11K
8.4K $481K
BC
Brunswick Corp

Consumer Cyclical
-56
- 4.64%
$64.5 - $85.95 $3.61K - $4.81K
1.15K $74K
EVTC
Evertec, Inc.

Technology
-1.06K
- 7.18%
$32.22 - $36.8 $34.1K - $38.9K
13.7K $472K
SIL
Global X Silver Miners ETF

ETFs
-150
- 2.19%
$31.61 - $41.98 $4.74K - $6.3K
6.7K $213K
SILV
Silver Crest Metals Inc.

Basic Materials
-245
- 0.17%
$8.92 - $11.65 $2.19K - $2.85K
148K $1.35M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
-1.6K
- 5.34%
$8.91 - $9.52 $14.3K - $15.2K
28.4K $255K
IEX
Idex Corp

Industrials
-84
- 5.42%
$202.75 - $236.06 $17K - $19.8K
1.47K $306K
PARA
Paramount Global

Communication Services
-2.14K
- 10.14%
$10.27 - $11.57 $22K - $24.8K
19K $198K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-573
- 1.26%
$33.7 - $37.69 $19.3K - $21.6K
44.9K $1.54M
IFF
International Flavors & Fragrances Inc

Basic Materials
-4
- 0.32%
$83.96 - $106.19 $336 - $425
1.24K $104K
PAAS
Pan American Silver Corp

Basic Materials
-1.15K
- 36.17%
$19.94 - $25.85 $22.9K - $29.6K
2.02K $40K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-189
- 1.21%
$11.52 - $13.16 $2.18K - $2.49K
15.5K $179K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-302
- 1.72%
$35.95 - $36.76 $10.9K - $11.1K
17.3K $623K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-111
- 2.19%
$64.2 - $72.31 $7.13K - $8.03K
4.96K $320K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-804
- 6.17%
$37.46 - $43.08 $30.1K - $34.6K
12.2K $465K
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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