New Edge Wealth, LLC Purchases in Q4 2024

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LYG
Lloyds Banking Group PLC

Financial Services
1.64K
+ 0.36%
$2.67 - $3.23 $4.38K - $5.29K
456K $1.24M
S
Sentinel One, Inc.

Technology
53.9K
+ 6.76%
$22.05 - $28.68 $1.19M - $1.54M
851K $18.9M
MPWR
Monolithic Power Systems Inc

Technology
213
+ 23.41%
$560.06 - $942.58 $119K - $201K
1.12K $664K
CVS
Cvs Health Corp

Healthcare
908
+ 6.73%
$43.78 - $67.46 $39.8K - $61.3K
14.4K $646K
LSTR
Landstar System Inc

Industrials
762
+ 3.88%
$171.86 - $192.81 $131K - $147K
20.4K $3.5M
IDV
Ishares Tr

ETFs
2.6K
+ 2.69%
$27.03 - $29.92 $70.3K - $77.8K
99.1K $2.71M
BAH
Booz Allen Hamilton Holding Corp

Industrials
345
+ 4.67%
$128.36 - $186.0 $44.3K - $64.2K
7.74K $995K
NU
Nu Holdings Ltd.

Financial Services
1.69K
+ 2.43%
$10.24 - $15.89 $17.3K - $26.9K
71.2K $738K
CTAS
Cintas Corp

Industrials
2.56K
+ 8.67%
$182.7 - $226.47 $468K - $581K
32.1K $5.87M
ROL
Rollins Inc

Consumer Cyclical
3.52K
+ 3.74%
$46.35 - $51.59 $163K - $182K
97.6K $4.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
52.2K
+ 178.54%
$26.93 - $84.95 $1.41M - $4.44M
81.5K $2.23M
TFX
Teleflex Inc

Healthcare
182
+ 4.48%
$172.66 - $245.13 $31.4K - $44.6K
4.24K $755K
PSX
Phillips 66

Energy
81
+ 0.54%
$110.35 - $138.93 $8.94K - $11.3K
15.2K $1.73M
PHG
Koninklijke Philips Nv

Healthcare
5.44K
+ 9.65%
$24.71 - $32.66 $134K - $178K
61.8K $1.56M
ALLE
Allegion PLC

Industrials
1.09K
+ 3.72%
$130.63 - $153.36 $142K - $167K
30.4K $3.97M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.4K
+ 2.07%
$80.93 - $85.66 $846K - $895K
515K $41.7M
NOC
Northrop Grumman Corp

Industrials
130
+ 2.08%
$466.52 - $543.88 $60.6K - $70.7K
6.38K $2.99M
IMO
Imperial Oil LTD

Energy
819
+ 1.8%
$61.13 - $79.21 $50.1K - $64.9K
46.4K $2.86M
WELL
Welltower Inc.

Real Estate
17
+ 0.01%
$123.11 - $139.3 $2.09K - $2.37K
191K $24.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.33K
+ 2.54%
$87.1 - $98.49 $116K - $131K
53.7K $4.69M
PLD
Prologis, Inc.

Real Estate
1.49K
+ 5.05%
$101.4 - $126.96 $151K - $189K
31K $3.27M
COP
Conocophillips

Energy
5.28K
+ 3.25%
$95.12 - $114.72 $502K - $606K
168K $16.6M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
5.27K
+ 1.12%
$9.25 - $10.62 $48.8K - $56K
476K $4.63M
PEP
Pepsico Inc

Consumer Defensive
996
+ 2.83%
$151.29 - $176.1 $151K - $175K
36.2K $5.5M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
14.8K
+ 4.68%
$25.02 - $27.43 $370K - $405K
330K $8.27M
UL
Unilever PLC

Consumer Defensive
2.22K
+ 2.86%
$56.7 - $64.64 $126K - $143K
79.9K $4.53M
SHW
Sherwin Williams CO

Basic Materials
233
+ 1.62%
$338.75 - $399.71 $78.9K - $93.1K
14.6K $4.97M
CRVL
Corvel Corp

Financial Services
19K
+ 155.19%
$111.26 - $370.61 $2.11M - $7.02M
31.2K $3.47M
PGR
Progressive Corp

Financial Services
359
+ 0.79%
$239.6 - $268.88 $86K - $96.5K
45.9K $11M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
85.8K
+ 13.37%
$25.49 - $42.02 $2.19M - $3.61M
727K $21.2M
EFX
Equifax Inc

Industrials
681
+ 3.34%
$245.03 - $293.5 $167K - $200K
21.1K $5.37M
QCOM
Qualcomm Inc

Technology
1.19K
+ 2.39%
$150.4 - $178.04 $179K - $212K
50.8K $7.81M
MU
Micron Technology Inc

Technology
359
+ 1.04%
$84.16 - $113.41 $30.2K - $40.7K
34.7K $2.92M
AMD
Advanced Micro Devices Inc

Technology
3.78K
+ 13.74%
$118.88 - $172.8 $449K - $652K
31.3K $3.78M
MRK
Merck & Co., Inc.

Healthcare
4.03K
+ 4.93%
$96.31 - $114.76 $388K - $463K
85.8K $8.53M
KO
Coca Cola CO

Consumer Defensive
25.6K
+ 10.38%
$61.74 - $71.71 $1.58M - $1.83M
272K $16.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
797
+ 6.05%
$501.29 - $612.85 $400K - $488K
14K $7.26M
JNJ
Johnson & Johnson

Healthcare
15.5K
+ 8.27%
$143.34 - $165.86 $2.22M - $2.57M
203K $29.4M
ABBV
Abb Vie Inc.

Healthcare
14.4K
+ 7.64%
$164.99 - $203.87 $2.38M - $2.94M
203K $36.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.29K
+ 1.24%
$44.04 - $49.49 $233K - $262K
430K $19M
NEE
Nextera Energy Inc

Utilities
734
+ 0.63%
$69.77 - $85.43 $51.2K - $62.7K
116K $8.35M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.3K
+ 3.23%
$396.64 - $516.74 $514K - $670K
41.4K $16.7M
AMGN
Amgen Inc

Healthcare
9.11K
+ 12.47%
$258.78 - $328.31 $2.36M - $2.99M
82.2K $21.4M
LMT
Lockheed Martin Corp

Industrials
3.32K
+ 7.62%
$479.66 - $614.62 $1.59M - $2.04M
46.9K $22.8M
EXP
Eagle Materials Inc

Basic Materials
4.82K
+ 4.59%
$246.48 - $315.29 $1.19M - $1.52M
110K $27.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
37.6K
+ 3.24%
$37.12 - $41.23 $1.4M - $1.55M
1.2M $44.5M
LLY
Eli Lilly & CO

Healthcare
6.1K
+ 8.21%
$727.2 - $932.06 $4.44M - $5.69M
80.4K $62.1M
NVS
Novartis Ag

Healthcare
32.4K
+ 8.26%
$96.78 - $117.18 $3.14M - $3.8M
425K $41.3M
HRB
H&R Block Inc

Consumer Cyclical
113K
+ 11.52%
$52.14 - $63.36 $5.9M - $7.17M
1.1M $57.9M
Activity Summary
Buys All Purchases 504 New Holdings 99 Increased Positions 405 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 0 Puts 0
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