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
CCI
Crown Castle International Corp

Real Estate
-17.9K
- 65.59%
$89.78 - $119.11 $1.61M - $2.14M
9.41K $853K
TFLO
Ishares Treasury Floating Rate

ETFs
-46.9K
- 47.7%
$50.37 - $50.63 $2.36M - $2.38M
51.4K $2.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-29.2K
- 6.51%
$51.09 - $55.27 $1.49M - $1.61M
419K $21.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
-33.6K
- 44.52%
$57.78 - $60.4 $1.94M - $2.03M
41.9K $2.43M
PSX
Phillips 66

Energy
-5.33K
- 6.33%
$110.35 - $138.93 $588K - $741K
78.9K $8.98M
BCO
Brinks CO

Industrials
-17.1K
- 79.23%
$89.25 - $114.23 $1.53M - $1.95M
4.48K $415K
KLAC
Kla Corp

Technology
-226
- 1.69%
$614.46 - $829.55 $139K - $187K
13.1K $8.28M
BHP
Bhp Group LTD

Basic Materials
-23.6K
- 35.47%
$48.78 - $62.43 $1.15M - $1.47M
42.9K $2.09M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
-19.4K
- 21.03%
$118.78 - $129.7 $2.3M - $2.51M
72.7K $9.02M
APA
Apa Corp

Energy
-79.8K
- 91.71%
$20.47 - $27.07 $1.63M - $2.16M
7.21K $166K
BP
Bp PLC

Energy
-55.8K
- 35.19%
$28.16 - $33.14 $1.57M - $1.85M
103K $3.04M
INTC
Intel Corp

Technology
-60.4K
- 30.82%
$19.07 - $26.23 $1.15M - $1.58M
136K $2.72M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-53.1K
- 18.59%
$27.8 - $29.05 $1.47M - $1.54M
232K $6.48M
SCHO
Schwab Short Term Us Treasury

ETFs
-5.23K
- 8.17%
$24.06 - $48.88 $126K - $256K
58.8K $1.41M
HCA
Hca Healthcare, Inc.

Healthcare
-3.12K
- 47.51%
$297.52 - $415.61 $929K - $1.3M
3.45K $1.04M
ENVX
Enovix Corp

Industrials
-178K
- 88.23%
$8.03 - $12.81 $1.43M - $2.28M
23.8K $258K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-15.4K
- 17.82%
$103.6 - $112.52 $1.6M - $1.73M
71.1K $7.46M
APD
Air Products & Chemicals, Inc.

Basic Materials
-4.1K
- 7.78%
$285.5 - $335.62 $1.17M - $1.38M
48.6K $14.1M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-41.1K
- 77.74%
$33.67 - $37.35 $1.38M - $1.54M
11.8K $399K
IRM
Iron Mountain Inc

Real Estate
-9.39K
- 23.84%
$101.62 - $128.14 $954K - $1.2M
30K $3.15M
FSIG
First Tr ETF Iv LTD Duration I
-69.9K
- 13.6%
$18.8 - $19.23 $1.31M - $1.34M
444K $8.38M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-8.21K
- 3.35%
$50.06 - $55.0 $411K - $452K
237K $11.9M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-6.98K
- 5.84%
$64.85 - $73.04 $453K - $510K
113K $7.37M
SCCO
Southern Copper Corp

Basic Materials
-572
- 1.09%
$91.13 - $117.95 $52.1K - $67.5K
51.8K $4.72M
CVS
Cvs Health Corp

Healthcare
-4.75K
- 7.65%
$43.78 - $67.46 $208K - $320K
57.3K $2.57M
SYY
Sysco Corp

Consumer Defensive
-16.5K
- 41.69%
$73.63 - $81.77 $1.21M - $1.35M
23K $1.76M
EDOW
First Tr Exchange Traded Fd

ETFs
-37.3K
- 24.3%
$35.29 - $38.02 $1.32M - $1.42M
116K $4.22M
ZTS
Zoetis Inc.

Healthcare
-461
- 1.23%
$162.24 - $194.42 $74.8K - $89.6K
37.1K $6.05M
FTC
First Tr Lge Cap Growth

ETFs
-9.49K
- 74.33%
$130.13 - $149.09 $1.23M - $1.41M
3.28K $450K
STX
Seagate Technology Holdings PLC

Technology
-878
- 1.81%
$86.31 - $112.64 $75.8K - $98.9K
47.6K $4.11M
AES
Aes Corp

Utilities
-4.93K
- 3.12%
$12.44 - $20.24 $61.3K - $99.7K
153K $1.97M
SPYG
Spdr Portfolio

ETFs
-33.6K
- 9.44%
$81.74 - $91.38 $2.75M - $3.07M
323K $28.4M
NXPI
Nxp Semiconductors N.V.

Technology
-3.92K
- 36.59%
$207.27 - $255.58 $812K - $1M
6.79K $1.41M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-43.1K
- 54.98%
$24.5 - $25.72 $1.06M - $1.11M
35.3K $867K
UPS
United Parcel Service Inc

Industrials
-1.48K
- 1.58%
$122.65 - $138.35 $181K - $204K
92.1K $11.6M
EPI
Wisdomtree Tr India Earnings F

ETFs
-19K
- 35.2%
$45.09 - $50.08 $855K - $950K
34.9K $1.58M
PHM
Pultegroup Inc

Consumer Cyclical
-544
- 1.8%
$108.86 - $149.04 $59.2K - $81.1K
29.7K $3.24M
RIO
Rio Tinto PLC

Basic Materials
-7.69K
- 14.73%
$58.59 - $71.15 $450K - $547K
44.5K $2.62M
DISV
Dimensional ETF Tr Dimensional

ETFs
-6K
- 1.6%
$26.18 - $28.77 $157K - $173K
368K $9.78M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-8.73K
- 97.72%
$104.54 - $137.94 $912K - $1.2M
204 $24K
TU
Telus Corp

Communication Services
-64.4K
- 99.41%
$13.45 - $16.78 $867K - $1.08M
381 $5K
ASPN
Aspen Aerogels Inc

Industrials
-4.13K
- 6.33%
$11.88 - $26.48 $49K - $109K
61.1K $725K
SOXX
Ishares Semiconductor ETF

ETFs
-2.07K
- 5.13%
$211.27 - $239.8 $436K - $495K
38.2K $8.24M
FCA
First Trust China Alphadex Fun

ETFs
-47.1K
- 59.55%
$19.1 - $24.11 $900K - $1.14M
32K $642K
XLU
Utilities Sector Spdr

ETFs
-5.69K
- 4.93%
$74.89 - $82.93 $426K - $472K
110K $8.3M
YUM
Yum Brands Inc

Consumer Cyclical
-6.45K
- 29.59%
$130.36 - $139.54 $841K - $900K
15.3K $2.06M
IQV
Iqvia Holdings Inc.

Healthcare
-861
- 4.35%
$190.97 - $236.63 $164K - $204K
19K $3.72M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-11.4K
- 14.34%
$70.31 - $77.39 $805K - $886K
68.4K $4.81M
EMQQ
Emqq Emerging Markets Internet

ETFs
-914
- 0.47%
$34.48 - $41.58 $31.5K - $38K
192K $6.61M
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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