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
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3.25K
- 47.96%
$233.4 - $302.36 $757K - $981K
3.52K $955K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-29.4K
- 14.49%
$24.59 - $27.83 $722K - $817K
173K $4.49M
DFAI
Dimensional ETF Tr

ETFs
-88.3K
- 10.51%
$28.69 - $32.06 $2.53M - $2.83M
752K $23.9M
CSX
Csx Corp

Industrials
-33.2K
- 31.31%
$32.48 - $35.45 $1.08M - $1.18M
72.8K $2.51M
TDW
Tidewater Inc

Energy
-9.28K
- 59.66%
$69.32 - $106.47 $644K - $988K
6.28K $450K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-10.8K
- 29.31%
$92.56 - $99.46 $1M - $1.08M
26.1K $2.51M
CG
Carlyle Group Inc.

Financial Services
-25.7K
- 83.84%
$37.24 - $49.74 $956K - $1.28M
4.95K $213K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-47.5K
- 39.47%
$23.58 - $25.5 $1.12M - $1.21M
72.9K $1.85M
SNPS
Synopsys Inc

Technology
-1.28K
- 34.02%
$463.97 - $621.3 $595K - $797K
2.49K $1.26M
EMB
Ishares Tr

ETFs
-18.6K
- 12.42%
$87.75 - $93.74 $1.63M - $1.74M
131K $12.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-28.5K
- 34.99%
$36.06 - $37.66 $1.03M - $1.07M
52.9K $1.99M
INCY
Incyte Corp

Healthcare
-16.1K
- 69.8%
$57.33 - $68.61 $924K - $1.11M
6.97K $460K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-34.5K
- 43.18%
$30.61 - $34.92 $1.06M - $1.21M
45.5K $1.57M
HUM
Humana Inc

Healthcare
-1.82K
- 30.35%
$310.25 - $404.52 $563K - $735K
4.17K $1.32M
PINS
Pinterest, Inc.

Communication Services
-19.9K
- 87.35%
$28.66 - $43.51 $571K - $867K
2.89K $93K
SOFI
So Fi Technologies, Inc.

Financial Services
-183K
- 43.37%
$6.32 - $8.19 $1.16M - $1.5M
239K $1.88M
VGLT
Vanguard Long Term Treasury Et

ETFs
-19.9K
- 24.41%
$56.52 - $63.23 $1.13M - $1.26M
61.7K $3.8M
DIS
Walt Disney CO

Communication Services
-5.97K
- 5.56%
$85.6 - $98.61 $511K - $589K
101K $9.74M
EMR
Emerson Electric CO

Industrials
-7.7K
- 11.78%
$98.19 - $118.87 $756K - $916K
57.7K $6.31M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-10.6K
- 97.61%
$69.02 - $93.84 $733K - $997K
260 $18K
SNOW
Snowflake Inc.

Technology
-5.14K
- 37.27%
$108.56 - $143.02 $558K - $736K
8.66K $994K
EMGF
Ishares Msci Emerging Markets

ETFs
-19.4K
- 62.25%
$44.02 - $50.58 $854K - $981K
11.8K $585K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-15.2K
- 99.47%
$48.99 - $61.11 $743K - $926K
81 $4K
AER
Aer Cap Holdings N.V.

Industrials
-9.29K
- 39.35%
$86.24 - $98.28 $801K - $913K
14.3K $1.36M
INDA
Ishares Msci India Index Fund

ETFs
-16.6K
- 35.37%
$54.86 - $59.22 $912K - $984K
30.4K $1.78M
AVEM
American Centy ETF Tr Avantis

ETFs
-14.6K
- 49.13%
$57.2 - $65.59 $835K - $957K
15.1K $976K
BAX
Baxter International Inc

Healthcare
-29.6K
- 46.74%
$32.85 - $40.26 $973K - $1.19M
33.8K $1.28M
SCHW
Schwab Charles Corp

Financial Services
-147
- 0.16%
$61.74 - $76.08 $9.08K - $11.2K
92.7K $6.01M
OXY
Occidental Petroleum Corp

Energy
-39
- 0.05%
$49.91 - $63.73 $1.95K - $2.49K
71.4K $3.68M
SHV
Ishares Tr

ETFs
-7.44K
- 19.29%
$110.05 - $110.63 $819K - $823K
31.1K $3.45M
IGM
Ishares Expanded Tech Sector E

ETFs
-10K
- 11.45%
$84.03 - $98.62 $840K - $986K
77.3K $7.42M
MRNA
Moderna, Inc.

Healthcare
-6.14K
- 78.95%
$63.64 - $125.14 $391K - $768K
1.64K $109K
SOXX
Ishares Semiconductor ETF

ETFs
-651
- 1.59%
$199.29 - $265.49 $130K - $173K
40.3K $9.29M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.94K
- 11.55%
$100.3 - $100.74 $797K - $800K
60.9K $6.13M
EEM
Ishares Msci Emerging Markets

ETFs
-21.5K
- 31.93%
$40.42 - $46.7 $871K - $1.01M
45.9K $2.11M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
-9.8K
- 99.56%
$59.17 - $82.38 $580K - $807K
43 $3K
FMC
Fmc Corp

Basic Materials
-15.5K
- 47.24%
$54.54 - $66.06 $846K - $1.03M
17.3K $1.14M
DBA
Invesco Db Agriculture Fund

ETFs
-31.4K
- 99.7%
$23.26 - $26.55 $730K - $834K
95 $2K
GOLD
Barrick Gold Corp

Basic Materials
-63.6K
- 38.68%
$16.56 - $21.01 $1.05M - $1.34M
101K $2M
OMFL
Invesco Exchange Traded Self I

ETFs
-14.1K
- 57.4%
$47.65 - $52.99 $672K - $748K
10.5K $555K
IGV
Ishares Expanded Tech Software

ETFs
-10.9K
- 11.12%
$77.94 - $89.37 $848K - $972K
87K $7.77M
POCT
Innovator U.S. Equity Power Bu

ETFs
-19.9K
- 25.11%
$37.79 - $38.95 $753K - $776K
59.4K $2.31M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-14.2K
- 12.89%
$50.52 - $50.95 $717K - $723K
96K $4.88M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-23.3K
- 21.98%
$33.61 - $35.94 $783K - $838K
82.7K $2.97M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-19.3K
- 13.66%
$50.85 - $53.88 $980K - $1.04M
122K $6.55M
FTSL
First Trust Senior Ln Fund

ETFs
-15.6K
- 6.81%
$45.51 - $46.26 $711K - $723K
214K $9.82M
PRU
Prudential Financial Inc

Financial Services
-6.85K
- 17.18%
$105.53 - $127.32 $723K - $872K
33K $4M
XLE
Energy Sector Spdr

ETFs
-1.54K
- 0.96%
$84.35 - $93.39 $130K - $144K
159K $14M
INTF
Ishares Tr

ETFs
-25K
- 47.71%
$28.08 - $31.79 $701K - $794K
27.4K $859K
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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