New Edge Advisors, LLC Sells in Q3 2024

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-93.4K
- 11.63%
$23.75 - $23.75 $2.22M - $2.22M
710K $16.9M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-84.3K
- 22.8%
$27.8 - $29.26 $2.34M - $2.47M
285K $8.29M
ITM
Vaneck Intermediate Muni ETF

ETFs
-47.6K
- 26.81%
$45.67 - $47.0 $2.18M - $2.24M
130K $6.1M
IYM
Ishares Tr

ETFs
-14.2K
- 98.54%
$136.13 - $151.64 $1.93M - $2.15M
211 $31K
OSTK
Overstock.Com, Inc

Consumer Cyclical
-77K
- 98.07%
N/A
1.51K $38K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-88.8K
- 15.7%
$33.74 - $37.96 $3M - $3.37M
477K $17.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
-35.3K
- 31.85%
$57.8 - $60.8 $2.04M - $2.15M
75.5K $4.56M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-40.2K
- 27.64%
$56.38 - $61.35 $2.27M - $2.47M
105K $6.45M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-42.4K
- 73.07%
$41.93 - $44.13 $1.78M - $1.87M
15.6K $688K
MPC
Marathon Petroleum Corp

Energy
-4.37K
- 4.29%
$158.61 - $180.75 $694K - $790K
97.5K $15.9M
BA
Boeing CO

Industrials
-344
- 0.61%
$152.04 - $190.6 $52.3K - $65.6K
56K $8.51M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-5.77K
- 29.34%
$285.48 - $330.24 $1.65M - $1.9M
13.9K $4.47M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-22K
- 16.05%
$106.11 - $113.72 $2.33M - $2.5M
115K $13M
BP
Bp PLC

Energy
-24.9K
- 13.6%
$30.78 - $37.05 $768K - $924K
158K $4.97M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-35.3K
- 80.22%
$44.55 - $48.12 $1.57M - $1.7M
8.7K $399K
FHN
First Horizon Corp

Financial Services
-94.9K
- 27.16%
$14.63 - $17.45 $1.39M - $1.66M
254K $3.95M
BX
Blackstone Inc.

Financial Services
-29.7K
- 28.87%
$120.77 - $159.66 $3.58M - $4.74M
73.1K $11.2M
IYC
Ishares U.S. Consumer Discreti

ETFs
-19.6K
- 58.74%
$76.12 - $88.31 $1.5M - $1.74M
13.8K $1.21M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-35.2K
- 85.71%
$42.76 - $45.16 $1.5M - $1.59M
5.86K $262K
DHS
Wisdomtree Tr U.S

ETFs
-18.4K
- 72.11%
$83.9 - $93.83 $1.54M - $1.73M
7.12K $667K
PEP
Pepsico Inc

Consumer Defensive
-15K
- 7.06%
$161.9 - $179.3 $2.43M - $2.69M
197K $33.5M
ISVL
Ishares Tr Intl Developed Smal
-45.3K
- 52.3%
$33.99 - $38.26 $1.54M - $1.73M
41.4K $1.57M
CTRA
Coterra Energy Inc.

Energy
-51K
- 61.6%
$22.62 - $27.37 $1.15M - $1.4M
31.8K $761K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-7.85K
- 29.79%
$175.46 - $203.3 $1.38M - $1.6M
18.5K $3.75M
REAL
The Real Real, Inc.

Consumer Cyclical
-433K
- 99.49%
$2.28 - $3.77 $988K - $1.63M
2.22K $6K
NVS
Novartis Ag

Healthcare
-19.8K
- 18.8%
$106.13 - $120.89 $2.1M - $2.39M
85.4K $9.82M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-29.5K
- 41.84%
$50.37 - $55.21 $1.49M - $1.63M
41K $2.23M
UPS
United Parcel Service Inc

Industrials
-9.51K
- 9.22%
$123.32 - $147.38 $1.17M - $1.4M
93.6K $12.8M
DNL
Wiswisdomtree Tr

ETFs
-34.4K
- 98.86%
$36.65 - $40.81 $1.26M - $1.4M
397 $15K
SJNK
Spdr Bloomberg Short Term High

ETFs
-52.3K
- 95.66%
$24.8 - $25.75 $1.3M - $1.35M
2.37K $61K
KLAC
Kla Corp

Technology
-755
- 5.35%
$696.17 - $892.35 $526K - $674K
13.4K $10.3M
DVYE
Ishares Emerging Markets Divid

ETFs
-48.7K
- 51.29%
$25.71 - $29.05 $1.25M - $1.41M
46.3K $1.33M
IXUS
Ishares Tr

ETFs
-24.9K
- 22.84%
$64.9 - $73.35 $1.61M - $1.82M
84K $6.1M
HPE
Hewlett Packard Enterprise CO

Technology
-52.5K
- 22.59%
$16.1 - $21.44 $845K - $1.13M
180K $3.68M
KMB
Kimberly Clark Corp

Consumer Defensive
-9.76K
- 22.64%
$135.05 - $148.35 $1.32M - $1.45M
33.3K $4.74M
VDC
Vanguard Consumer Staples ETF

ETFs
-6.61K
- 43.81%
$201.77 - $221.32 $1.33M - $1.46M
8.48K $1.85M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-28.9K
- 40.42%
$41.32 - $43.78 $1.19M - $1.26M
42.6K $1.86M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-13.8K
- 21.12%
$111.27 - $122.66 $1.53M - $1.69M
51.5K $6.21M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-34.1K
- 51.61%
$34.72 - $36.88 $1.18M - $1.26M
31.9K $1.18M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-77.5K
- 5.14%
$22.55 - $23.1 $1.75M - $1.79M
1.43M $33M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-25.7K
- 22.91%
$54.38 - $59.77 $1.4M - $1.54M
86.5K $5.12M
F
Ford Motor CO

Consumer Cyclical
-55.2K
- 19.4%
$9.71 - $14.55 $536K - $803K
229K $2.42M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.28K
- 16.69%
$460.0 - $505.78 $1.05M - $1.15M
11.4K $5.28M
PDD
Pinduoduo Inc.

Consumer Cyclical
-8.4K
- 55.26%
$89.17 - $151.11 $749K - $1.27M
6.8K $917K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-32.5K
- 35.71%
$34.29 - $36.04 $1.11M - $1.17M
58.5K $2.11M
VRT
Vertiv Holdings CO

Industrials
-12.7K
- 12.77%
$86.66 - $86.66 $1.1M - $1.1M
86.4K $7.49M
AVDE
American Centy ETF Tr Avantis

ETFs
-20.3K
- 33.28%
$60.09 - $67.67 $1.22M - $1.37M
40.7K $2.73M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-56.5K
- 52.88%
$21.91 - $26.03 $1.24M - $1.47M
50.3K $1.29M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-7.46K
- 52.84%
$138.85 - $182.81 $1.04M - $1.36M
6.66K $1.18M
Activity Summary
Buys All Purchases 1655 New Holdings 245 Increased Positions 1410 Sells All Sells 1277 Reductions 1276 Sold out 1 Options Calls 0 Puts 0
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