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
LYB
Lyondell Basell Industries N.V.

Basic Materials
-4.35K
- 16.64%
$72.97 - $96.75 $317K - $421K
21.8K $1.62M
IDV
Ishares Tr

ETFs
-26K
- 43.25%
$27.03 - $29.92 $703K - $778K
34.1K $934K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-5.1K
- 3.25%
$105.45 - $117.99 $538K - $602K
152K $16.1M
BCE
Bce Inc

Communication Services
-24.3K
- 90.39%
$22.53 - $34.84 $548K - $847K
2.58K $59K
ROLL
Rbc Bearings Inc

Industrials
-3.55K
- 57.17%
N/A
2.66K $654K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-16.9K
- 23.77%
$50.73 - $51.08 $859K - $865K
54.3K $2.76M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-3.11K
- 10.09%
$238.25 - $261.28 $741K - $813K
27.7K $6.71M
FTSL
First Trust Senior Ln Fund

ETFs
-19.6K
- 9.18%
$45.9 - $46.48 $901K - $913K
194K $8.99M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-621
- 0.84%
$131.66 - $144.0 $81.8K - $89.4K
72.9K $9.63M
FNF
Fidelity National Financial, Inc.

Financial Services
-12.1K
- 54.99%
$55.19 - $63.83 $665K - $770K
9.87K $553K
XLP
Consumer Staples Sector Spdr

ETFs
-10.5K
- 8.04%
N/A
120K $9.11M
MCHP
Microchip Technology Inc

Technology
-2.72K
- 9.82%
$55.51 - $79.05 $151K - $215K
25K $1.43M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-12.5K
- 9.94%
$63.58 - $71.15 $797K - $892K
114K $7.39M
EQT
Eqt Corp

Energy
-28.7K
- 48.79%
$35.62 - $46.89 $1.02M - $1.35M
30.1K $1.39M
FDL
First Tr Morningstar Dividend

ETFs
-14.3K
- 12.82%
$39.59 - $43.95 $567K - $630K
97.5K $3.92M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-5.2K
- 38.82%
$153.8 - $176.52 $799K - $917K
8.19K $1.36M
RFEM
First Trust Iii Riverfront Dyn

ETFs
-10.8K
- 90.92%
$62.89 - $68.65 $680K - $742K
1.08K $68K
SPGI
S&P Global Inc.

Financial Services
-784
- 4.19%
$480.36 - $529.17 $377K - $415K
17.9K $8.94M
GLDM
World Gold Trust

ETFs
-14K
- 31.52%
$50.76 - $55.23 $713K - $775K
30.5K $1.59M
IXUS
Ishares Tr

ETFs
-2.68K
- 3.19%
$65.95 - $72.56 $177K - $195K
81.3K $5.38M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-4.6K
- 7.06%
$70.1 - $76.53 $322K - $352K
60.5K $4.28M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-468
- 0.08%
$25.26 - $26.59 $11.8K - $12.4K
567K $14.4M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-28.4K
- 14.6%
$19.99 - $20.7 $568K - $589K
166K $3.33M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.01K
- 2.74%
$63.27 - $70.31 $127K - $141K
71.3K $4.52M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-24.6K
- 5.03%
$26.55 - $26.67 $654K - $657K
465K $12.4M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-11.3K
- 6.12%
$24.74 - $27.68 $278K - $311K
173K $4.27M
JHMM
John Hancock Multifactor Mid C

ETFs
-10.3K
- 10.71%
$59.61 - $64.8 $614K - $668K
86K $5.13M
GNRC
Generac Holdings Inc.

Industrials
-4.08K
- 63.96%
$154.28 - $195.11 $629K - $795K
2.3K $356K
SKY
Skyline Champion Corp

Consumer Cyclical
-6.82K
- 98.84%
$88.1 - $108.92 $601K - $743K
80 $7K
IRBO
Ishares Robotics & Artificial

ETFs
-20.1K
- 70.96%
N/A
8.24K $264K
WING
Wingstop Inc.

Consumer Cyclical
-1.5K
- 91.3%
$281.09 - $422.95 $422K - $635K
143 $40K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-15.6K
- 5.3%
$20.56 - $21.8 $320K - $339K
278K $5.76M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-9.43K
- 5.41%
$26.16 - $29.13 $247K - $275K
165K $4.32M
ENPH
Enphase Energy, Inc.

Technology
-3.41K
- 38.22%
$59.52 - $111.18 $203K - $379K
5.51K $378K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-18.3K
- 31.31%
$35.94 - $36.85 $659K - $675K
40.2K $1.48M
IWR
Ishares Russell Mid Cap ETF

ETFs
-7.57K
- 4.12%
$87.25 - $95.52 $661K - $723K
176K $15.6M
IWX
Ishares Tr Russell 200 Value E

ETFs
-2.62K
- 1.45%
$78.25 - $85.17 $205K - $223K
178K $14.1M
HYG
Ishares Tr

ETFs
-7.47K
- 50.17%
$78.09 - $80.04 $583K - $598K
7.42K $583K
XLB
Select Sector Spdr Fd Material

ETFs
-4.17K
- 20.32%
$83.8 - $97.58 $349K - $407K
16.3K $1.38M
CNC
Centene Corp

Healthcare
-4.91K
- 24.17%
$56.71 - $73.94 $278K - $363K
15.4K $932K
EXAS
Exact Sciences Corp

Healthcare
-7.91K
- 66.48%
$49.33 - $71.97 $390K - $569K
3.99K $224K
GOLD
Barrick Gold Corp

Basic Materials
-8.47K
- 8.41%
$15.23 - $21.19 $129K - $180K
92.3K $1.43M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-10K
- 9.66%
$49.58 - $50.28 $496K - $503K
93.6K $4.65M
SWK
Stanley Black & Decker, Inc.

Industrials
-4.28K
- 57.28%
$79.07 - $109.36 $338K - $468K
3.19K $256K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-19.3K
- 62.72%
$27.48 - $32.37 $532K - $626K
11.5K $330K
BAX
Baxter International Inc

Healthcare
-8.63K
- 25.55%
$28.63 - $37.84 $247K - $326K
25.1K $733K
HDV
Ishares Core High Dividend ETF

ETFs
-3.42K
- 11.4%
$110.82 - $121.28 $379K - $415K
26.6K $2.98M
NJUL
Innovator Growth 100 Power Buf

Technology
-9.67K
- 28.66%
$60.22 - $63.94 $582K - $618K
24.1K $1.51M
BCPC
Balchem Corp

Basic Materials
-3.07K
- 98.75%
$163.0 - $183.41 $500K - $563K
39 $6K
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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