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
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-5.06K
- 45.44%
$50.53 - $55.55 $256K - $281K
6.07K $309K
NTAP
Net App, Inc.

Technology
-1.34K
- 9.77%
$115.31 - $131.11 $155K - $176K
12.4K $1.44M
HBCP
Home Bancorp, Inc.

Financial Services
-9.89K
- 8.16%
$40.67 - $51.55 $402K - $510K
111K $5.15M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.38K
- 5.28%
$26.63 - $30.23 $90K - $102K
60.6K $1.61M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-6.22K
- 98.89%
$38.02 - $42.79 $236K - $266K
70 $2K
JPSE
J P Morgan Diversified Return

ETFs
-4.75K
- 17.05%
$46.77 - $51.7 $222K - $246K
23.1K $1.08M
PCYG
Park City Group Inc

Technology
-25K
- 26.79%
N/A
68.3K $687K
SON
Sonoco Products CO

Consumer Cyclical
-3.97K
- 39.6%
$48.6 - $54.89 $193K - $218K
6.05K $295K
OKTA
Okta, Inc.

Technology
-3.36K
- 85.29%
$71.81 - $86.11 $242K - $290K
580 $45K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-2.67K
- 2.53%
$60.24 - $63.08 $161K - $168K
103K $6.21M
BRKR
Bruker Corp

Healthcare
-3.25K
- 69.46%
$48.25 - $67.46 $157K - $219K
1.43K $83K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-14.5K
- 99.9%
$13.9 - $17.11 $202K - $248K
14 $0
KEP
Korea Electric Power Corp

Utilities
-30.5K
- 99.2%
$6.81 - $9.0 $208K - $275K
247 $1K
F
Ford Motor CO

Consumer Cyclical
-8.45K
- 3.68%
$9.69 - $11.4 $81.9K - $96.3K
221K $2.19M
NIO
Nio Inc.

Consumer Cyclical
-34.6K
- 95.96%
$4.31 - $7.21 $149K - $249K
1.46K $6K
ILMN
Illumina, Inc.

Healthcare
-1.79K
- 78.85%
$128.99 - $155.15 $231K - $278K
481 $64K
EWA
Ishares Msci Australia ETF

ETFs
-4.25K
- 10.91%
$23.77 - $26.95 $101K - $115K
34.7K $827K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-6.79K
- 14.14%
$39.04 - $40.41 $265K - $274K
41.2K $1.66M
TER
Teradyne, Inc

Technology
-1.55K
- 40.41%
$102.58 - $133.62 $159K - $208K
2.29K $288K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
-24.8K
- 11.31%
$4.62 - $5.32 $115K - $132K
195K $929K
E
Eni Spa

Energy
-7.23K
- 95.28%
$26.32 - $31.82 $190K - $230K
358 $9K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-9.53K
- 81.13%
$18.42 - $22.58 $176K - $215K
2.22K $41K
NVR
Nvr Inc

Consumer Cyclical
-22
- 95.65%
$8101.21 - $9940.51 $178K - $219K
1 $8K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-3K
- 35.68%
$67.38 - $75.88 $202K - $228K
5.41K $366K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-6.5K
- 2.55%
$23.14 - $26.91 $150K - $175K
248K $5.91M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-8.52K
- 62.01%
$23.75 - $25.68 $202K - $219K
5.22K $125K
ICF
Ishares Tr

ETFs
-1.77K
- 9.26%
$58.8 - $66.61 $104K - $118K
17.4K $1.05M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-27.5K
- 19.34%
$7.22 - $8.05 $198K - $221K
115K $878K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-3.77K
- 55.36%
$54.15 - $58.81 $204K - $221K
3.04K $164K
MKC
Mccormick & CO Inc

Consumer Defensive
-846
- 3.44%
$73.97 - $84.09 $62.6K - $71.1K
23.8K $1.81M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-6.04K
- 95.6%
$31.33 - $35.13 $189K - $212K
278 $8K
ISVL
Ishares Tr Intl Developed Smal
-1.83K
- 4.41%
$33.77 - $37.67 $61.6K - $68.7K
39.5K $1.36M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-8.39K
- 4.89%
$11.1 - $12.03 $93.1K - $101K
163K $1.84M
MTG
Mgic Investment Corp

Financial Services
-4.11K
- 6.87%
$23.32 - $26.4 $95.7K - $108K
55.7K $1.32M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-4.66K
- 91.56%
$42.8 - $44.98 $199K - $209K
429 $18K
DXC
Dxc Technology CO

Technology
-10.1K
- 93.67%
$19.59 - $22.83 $197K - $230K
680 $13K
HL
Hecla Mining CO

Basic Materials
-30K
- 88.11%
$4.86 - $7.53 $146K - $226K
4.05K $19K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-5.15K
- 11.95%
$46.18 - $48.09 $238K - $248K
38K $1.8M
HAP
Vaneck ETF Tr Natural Resource

ETFs
-3.83K
- 92.96%
$45.28 - $53.12 $173K - $204K
290 $13K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-2.19K
- 16.55%
$59.26 - $65.51 $130K - $143K
11K $667K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-2.46K
- 6.36%
$32.68 - $36.28 $80.4K - $89.3K
36.3K $1.19M
GL
Globe Life Inc.

Financial Services
-1.96K
- 57.35%
$103.49 - $116.02 $202K - $227K
1.45K $162K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-931
- 3.12%
$56.08 - $68.53 $52.2K - $63.8K
28.9K $1.63M
ATOM
Atomera Inc

Technology
-81.9K
- 97.2%
$2.46 - $14.27 $201K - $1.17M
2.36K $27K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-5.61K
- 17.56%
$36.63 - $37.8 $205K - $212K
26.3K $987K
EL
Estee Lauder Companies Inc

Consumer Defensive
-603
- 10.31%
$62.74 - $97.24 $37.8K - $58.6K
5.24K $393K
CSR
Centerspace

Real Estate
-1.75K
- 10.98%
$64.75 - $75.02 $113K - $131K
14.2K $939K
SPE
Special Opportunities Fund, Inc.

Financial Services
-13.2K
- 85.93%
$13.91 - $15.53 $184K - $205K
2.16K $31K
ICE
Intercontinental Exchange, Inc.

Financial Services
-7
- 0.05%
$148.29 - $166.93 $1.04K - $1.17K
15.3K $2.28M
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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