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
BSMO
Invesco Bulletshares 2024 Muni

ETFs
-7.94K
- 6.58%
$24.78 - $24.91 $197K - $198K
113K $2.8M
LAD
Lithia Motors Inc

Consumer Cyclical
-785
- 92.24%
$243.05 - $320.83 $191K - $252K
66 $20K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-6.06K
- 12.32%
$43.21 - $46.51 $262K - $282K
43.1K $2.01M
ABT
Abbott Laboratories

Healthcare
-16.8K
- 9.82%
$100.07 - $118.13 $1.68M - $1.98M
154K $17.6M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-9.04K
- 25.18%
$26.74 - $30.37 $242K - $274K
26.9K $815K
TTD
Trade Desk, Inc.

Technology
-4.44K
- 17.63%
$83.08 - $110.79 $369K - $492K
20.7K $2.27M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-17.3K
- 69.14%
$11.57 - $14.32 $200K - $248K
7.72K $109K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
-18.6K
- 85.91%
$8.71 - $10.3 $162K - $192K
3.05K $29K
ALGN
Align Technology Inc

Healthcare
-776
- 58.39%
$204.03 - $257.2 $158K - $200K
553 $140K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-17.1K
- 44.62%
$11.34 - $12.17 $194K - $209K
21.3K $257K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-12K
- 93.84%
$14.71 - $16.26 $176K - $195K
785 $11K
EWJ
Ishares Msci Japan ETF

ETFs
-3.77K
- 13.97%
$63.12 - $72.99 $238K - $275K
23.2K $1.66M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-3.45K
- 32.44%
$55.27 - $60.6 $191K - $209K
7.18K $435K
STZ
Constellation Brands, Inc.

Consumer Defensive
-693
- 9.48%
$236.42 - $259.82 $164K - $180K
6.62K $1.7M
PBF
Pbf Energy Inc.

Energy
-706
- 6.89%
$30.68 - $46.49 $21.7K - $32.8K
9.55K $295K
BALT
Innovator Etfs Tr
-6.41K
- 19.71%
$29.76 - $30.83 $191K - $197K
26.1K $804K
MIN
Mfs Intermediate Income Trust

Financial Services
-67.7K
- 31.65%
$2.65 - $2.79 $179K - $189K
146K $397K
VRSK
Verisk Analytics, Inc.

Industrials
-611
- 14.15%
$260.31 - $285.99 $159K - $175K
3.71K $993K
SWX
Southwest Gas Holdings, Inc.

Utilities
-2.53K
- 45.46%
$68.16 - $75.87 $173K - $192K
3.04K $224K
CDW
Cdw Corp

Technology
-757
- 25.45%
$206.67 - $239.84 $156K - $182K
2.22K $501K
JHEM
John Hancock Exchange Traded

ETFs
-6.33K
- 66.6%
$25.45 - $29.14 $161K - $184K
3.18K $90K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-3.15K
- 52.36%
$37.45 - $52.79 $118K - $166K
2.86K $131K
DSGX
Descartes Systems Group Inc

Technology
-1.88K
- 37.77%
$93.79 - $104.9 $176K - $197K
3.09K $318K
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
-4.13K
- 28.64%
$31.29 - $37.92 $129K - $157K
10.3K $365K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.93K
- 21.29%
$99.14 - $109.18 $191K - $211K
7.13K $777K
E
Eni Spa

Energy
-5.07K
- 40.05%
$30.16 - $32.88 $153K - $167K
7.59K $229K
DLHC
Dlh Holdings Corp.

Industrials
-14.7K
- 83.77%
$9.36 - $11.92 $138K - $176K
2.86K $26K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-415
- 26.37%
$320.55 - $412.94 $133K - $171K
1.16K $451K
FTA
First Tr Large Cap Value

ETFs
-2.55K
- 29.17%
$72.76 - $79.13 $186K - $202K
6.2K $490K
VVR
Invesco Senior Income Trust

Financial Services
-33.2K
- 40.88%
$4.02 - $4.41 $133K - $146K
47.9K $195K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
-44.9K
- 96.27%
$3.02 - $3.61 $136K - $162K
1.74K $5K
RJF
Raymond James Financial Inc

Financial Services
-1.03K
- 4.51%
$106.39 - $125.13 $109K - $128K
21.7K $2.66M
CMP
Compass Minerals International Inc

Basic Materials
-15.4K
- 72.53%
$7.77 - $13.3 $120K - $205K
5.83K $70K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
-15.6K
- 94.25%
$9.58 - $16.07 $150K - $251K
953 $15K
FTQI
First Trust ETF Vi First Trust

ETFs
-7.21K
- 20.67%
$18.95 - $20.92 $137K - $151K
27.7K $566K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-20.3K
- 55.18%
$6.77 - $7.11 $137K - $144K
16.5K $112K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-3.36K
- 16.81%
$56.29 - $62.74 $189K - $211K
16.6K $1.04M
OMF
One Main Holdings, Inc.

Financial Services
-2.77K
- 29.94%
$43.27 - $53.14 $120K - $147K
6.48K $304K
ABC
Amerisourcebergen Corp

Healthcare
-773
- 0.35%
N/A
222K $41.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.73K
- 12.93%
$47.18 - $48.74 $176K - $182K
25.1K $1.22M
GIFI
Gulf Island Fabrication Inc

Industrials
-23.2K
- 93.56%
$5.25 - $6.57 $122K - $153K
1.6K $9K
ONTO
Onto Innovation Inc.

Technology
-563
- 37.09%
$158.45 - $238.04 $89.2K - $134K
955 $198K
XYL
Xylem Inc.

Industrials
-975
- 19.97%
$126.14 - $141.53 $123K - $138K
3.91K $527K
APH
Amphenol Corp

Technology
-387
- 0.8%
$58.39 - $70.41 $22.6K - $27.2K
48.3K $3.15M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.84K
- 17.15%
$95.81 - $109.03 $272K - $309K
13.7K $1.48M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
-10.1K
- 36.89%
$16.0 - $17.82 $161K - $180K
17.3K $307K
TALO
Talos Energy Inc.

Energy
-8.33K
- 32.25%
$10.05 - $12.06 $83.7K - $100K
17.5K $181K
BWEN
Broadwind, Inc.

Industrials
-30.9K
- 52.69%
$2.07 - $3.66 $64K - $113K
27.7K $62K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-5.82K
- 14.55%
$24.77 - $26.7 $144K - $155K
34.2K $911K
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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