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
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
53.5K
+ 20.96%
$74.68 - $81.45 $4M - $4.36M
309K $23.1M
DELL
Dell Technologies Inc.

Technology
20.8K
+ 149.75%
$111.96 - $144.21 $2.32M - $2.99M
34.6K $3.99M
VT
Vanguard Total World Stk Index

ETFs
22.1K
+ 14.1%
$117.09 - $123.07 $2.58M - $2.71M
178K $21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.9K
+ 27.7%
$174.22 - $187.62 $2.42M - $2.6M
63.9K $11.2M
COST
Costco Wholesale Corp

Consumer Defensive
1.61K
+ 8.02%
$873.59 - $994.69 $1.41M - $1.6M
21.7K $19.9M
WMT
Walmart Inc.

Consumer Defensive
7.24K
+ 5.0%
$79.1 - $95.7 $573K - $693K
152K $13.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.74K
+ 13.29%
$442.29 - $483.08 $2.1M - $2.29M
40.4K $18.3M
UNP
Union Pacific Corp

Industrials
15.6K
+ 16.9%
$223.15 - $249.32 $3.48M - $3.88M
108K $24.6M
PANW
Palo Alto Networks Inc

Technology
36.1K
+ 121.19%
$181.96 - $405.9 $6.58M - $14.7M
66K $12M
VTI
Vanguard Total Stock Market Et

ETFs
4.02K
+ 4.31%
$280.04 - $302.45 $1.13M - $1.22M
97.2K $28.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
14K
New
$116.4 - $138.52 $1.63M - $1.94M
14K $1.77M
IWV
Ishares Russell 3000 ETF

ETFs
5.15K
+ 184.28%
$323.08 - $349.08 $1.66M - $1.8M
7.94K $2.65M
HD
Home Depot, Inc.

Consumer Cyclical
11.1K
+ 6.93%
$385.02 - $431.37 $4.25M - $4.77M
171K $66.3M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.56K
+ 4.13%
$138.3 - $192.95 $216K - $302K
39.4K $6.95M
EWJ
Ishares Msci Japan ETF

ETFs
23.8K
New
$66.18 - $71.84 $1.58M - $1.71M
23.8K $1.6M
INFY
Infosys LTD

Technology
70.4K
+ 419.87%
$20.71 - $23.42 $1.46M - $1.65M
87.1K $1.91M
GS
Goldman Sachs Group Inc

Financial Services
1.47K
+ 16.53%
$486.1 - $608.57 $712K - $892K
10.3K $5.92M
IWM
Ishares Russell 2000 ETF

ETFs
6.67K
+ 43.9%
$216.13 - $242.4 $1.44M - $1.62M
21.9K $4.83M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
951
+ 1.76%
$172.07 - $207.36 $164K - $197K
55K $10.9M
PAVE
Global X Fds Us Infrastructure

ETFs
36.3K
New
$40.41 - $45.95 $1.47M - $1.67M
36.3K $1.47M
MTG
Mgic Investment Corp

Financial Services
190K
+ 11.56%
$23.32 - $26.4 $4.44M - $5.03M
1.84M $43.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.6K
+ 15.74%
$61.68 - $67.87 $1.4M - $1.54M
167K $10.4M
EOG
Eog Resources Inc

Energy
11.8K
+ 8.77%
$118.22 - $136.54 $1.4M - $1.61M
147K $18M
IVV
Ishares Core S&P 500 ETF

ETFs
1.93K
+ 15.18%
$570.51 - $610.59 $1.1M - $1.18M
14.6K $8.62M
HOOD
Robinhood Markets, Inc.

Technology
32.8K
New
$22.33 - $43.2 $732K - $1.42M
32.8K $1.22M
SOXX
Ishares Semiconductor ETF

ETFs
5.99K
+ 71.18%
$211.27 - $239.8 $1.27M - $1.44M
14.4K $3.1M
AXP
American Express CO

Financial Services
1.47K
+ 5.97%
$267.35 - $305.57 $393K - $449K
26.1K $7.75M
IEMG
Ishares Inc

ETFs
19.5K
+ 24.54%
N/A
99K $5.31M
HDV
Ishares Core High Dividend ETF

ETFs
9.28K
New
$110.82 - $121.28 $1.03M - $1.13M
9.28K $1.04M
WMB
Williams Companies, Inc.

Energy
4.27K
+ 4.57%
$46.37 - $59.74 $198K - $255K
97.8K $5.29M
PINS
Pinterest, Inc.

Communication Services
74.6K
+ 21.32%
$28.24 - $34.15 $2.11M - $2.55M
424K $12.3M
EBAY
Ebay Inc

Consumer Cyclical
37.5K
+ 8.83%
$57.51 - $67.17 $2.15M - $2.52M
462K $28.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.8K
+ 9.34%
$77.02 - $78.58 $1.21M - $1.24M
185K $14.3M
PLTR
Palantir Technologies Inc.

Technology
5.15K
+ 34.77%
$36.46 - $82.38 $188K - $424K
20K $1.51M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.88K
+ 16.96%
$285.5 - $335.62 $1.11M - $1.3M
26.8K $7.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.09K
+ 3.5%
$521.84 - $558.82 $570K - $611K
32.3K $17.4M
BAC
Bank Of America Corp

Financial Services
11.7K
+ 12.07%
$39.22 - $47.77 $457K - $557K
108K $4.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.2K
+ 134.22%
$71.75 - $75.11 $948K - $992K
23.1K $1.66M
CAPL
Cross America Partners LP

Energy
37.7K
+ 112.66%
$19.57 - $22.21 $738K - $838K
71.2K $1.57M
PVBC
Provident Bancorp, Inc.

Financial Services
76.3K
New
$10.15 - $11.91 $775K - $909K
76.3K $869K
HWM
Howmet Aerospace Inc.

Industrials
3.86K
+ 8.09%
$99.72 - $120.09 $385K - $464K
51.6K $5.64M
HON
Honeywell International Inc

Industrials
2.18K
+ 12.01%
$202.84 - $236.0 $443K - $515K
20.4K $4.6M
VUG
Vanguard Growth ETF

ETFs
146
+ 0.51%
$378.79 - $428.11 $55.3K - $62.5K
28.6K $11.7M
VBR
Vanguard Small Cap Value ETF

ETFs
4.03K
+ 65.6%
$197.36 - $217.3 $795K - $875K
10.2K $2.01M
FVD
First Tr Value Line Divid Inde

ETFs
18.3K
+ 62.86%
$43.4 - $46.7 $795K - $856K
47.5K $2.07M
PH
Parker Hannifin Corp

Industrials
1.09K
+ 9.93%
$621.74 - $709.46 $675K - $770K
12K $7.65M
MS
Morgan Stanley

Financial Services
3.34K
+ 22.89%
$104.42 - $134.99 $349K - $451K
17.9K $2.26M
PG
Procter & Gamble CO

Consumer Defensive
6.43K
+ 9.83%
$161.05 - $179.7 $1.04M - $1.16M
71.8K $12M
ARCC
Ares Capital Corp

Financial Services
29.3K
+ 38.08%
$20.74 - $22.27 $608K - $653K
106K $2.33M
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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