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
LRN
Stride, Inc.

Consumer Defensive
6.86K
New
$64.04 - $110.79 $439K - $760K
6.86K $713K
TJX
Tjx Companies Inc

Consumer Cyclical
3.63K
+ 4.31%
$112.15 - $127.2 $407K - $461K
87.8K $10.6M
IAU
Ishares Gold Trust

ETFs
14.2K
+ 235.27%
$48.37 - $52.65 $687K - $748K
20.2K $1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16K
+ 69.76%
$44.87 - $46.86 $716K - $748K
38.8K $1.74M
SPOT
Spotify Technology S.A.

Communication Services
1.15K
+ 64.18%
$362.95 - $502.38 $416K - $575K
2.93K $1.31M
IDCC
Inter Digital, Inc.

Communication Services
2.69K
+ 107.56%
$142.61 - $200.59 $383K - $539K
5.19K $1M
ACT
Enact Holdings, Inc.

Financial Services
19.6K
New
$32.36 - $36.93 $634K - $724K
19.6K $634K
BXSL
Blackstone Secured Lending Fund

Financial Services
19.4K
New
$29.25 - $33.27 $568K - $646K
19.4K $626K
FBT
First Trust Nyse Arca Biotechn

ETFs
3.95K
+ 70.41%
$161.65 - $178.69 $638K - $705K
9.55K $1.59M
AGX
Argan Inc

Industrials
3.82K
+ 172.04%
$100.91 - $160.81 $386K - $614K
6.04K $827K
SAP
Sap Se

Technology
1.3K
+ 7.98%
$218.13 - $255.54 $283K - $332K
17.6K $4.33M
LNG
Cheniere Energy, Inc.

Energy
1.96K
+ 39.16%
$181.07 - $225.92 $355K - $443K
6.97K $1.5M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
3.47K
New
$131.85 - $172.52 $457K - $598K
3.47K $567K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
13.5K
New
$39.86 - $46.0 $537K - $619K
13.5K $565K
DLR
Digital Realty Trust, Inc.

Real Estate
1.39K
+ 6.83%
$156.46 - $195.69 $218K - $273K
21.8K $3.86M
YOU
Clear Secure, Inc.

Technology
22.7K
+ 318.06%
$25.61 - $38.45 $582K - $874K
29.9K $795K
LBRT
Liberty Energy Inc.

Energy
27.7K
New
$16.68 - $20.84 $462K - $578K
27.7K $551K
MLI
Mueller Industries Inc

Industrials
6.54K
+ 217.92%
$71.2 - $95.34 $466K - $624K
9.55K $757K
NEU
Newmarket Corp

Basic Materials
1.01K
New
$519.96 - $563.85 $526K - $570K
1.01K $534K
BTI
British American Tobacco P.L.C.

Consumer Defensive
14.8K
+ 56.18%
$34.25 - $37.94 $508K - $562K
41.2K $1.5M
DDOG
Datadog, Inc.

Technology
1.82K
+ 18.91%
$113.98 - $168.65 $208K - $307K
11.5K $1.64M
FOR
Forestar Group Inc.

Real Estate
19.7K
New
$25.52 - $33.06 $502K - $650K
19.7K $509K
NMIH
Nmi Holdings, Inc.

Financial Services
13.6K
New
$36.32 - $41.53 $494K - $565K
13.6K $500K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
47.2K
+ 76.07%
$11.1 - $12.03 $524K - $568K
109K $1.23M
AYI
Acuity Brands Inc

Industrials
1.58K
+ 95.52%
$292.13 - $333.45 $460K - $526K
3.23K $942K
RDN
Radian Group Inc

Financial Services
15.2K
New
$31.67 - $35.84 $482K - $546K
15.2K $483K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.2K
+ 34.92%
$50.02 - $51.24 $512K - $525K
39.6K $1.99M
BCO
Brinks CO

Industrials
5.18K
New
$89.25 - $114.23 $462K - $592K
5.18K $480K
MRVL
Marvell Technology, Inc.

Technology
985
+ 10.52%
$70.31 - $124.78 $69.3K - $123K
10.4K $1.14M
TTC
Toro CO

Industrials
9.02K
+ 22.85%
$80.1 - $88.44 $722K - $798K
48.5K $3.88M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
14.6K
New
N/A
14.6K $461K
MHO
M/I Homes, Inc.

Consumer Cyclical
3.45K
New
$132.44 - $174.81 $457K - $603K
3.45K $458K
INVA
Innoviva, Inc.

Healthcare
26.1K
New
$17.35 - $20.32 $453K - $531K
26.1K $453K
GFF
Griffon Corp

Industrials
6.32K
New
$62.88 - $85.16 $397K - $538K
6.32K $450K
PFBC
Preferred Bank

Financial Services
5.19K
New
$78.18 - $96.73 $406K - $502K
5.19K $448K
QLYS
Qualys, Inc.

Technology
3K
+ 157.31%
$119.24 - $159.23 $358K - $478K
4.91K $688K
HUBG
Hub Group, Inc.

Industrials
9.69K
New
$42.15 - $53.2 $408K - $515K
9.69K $431K
DIS
Walt Disney CO

Communication Services
1.93K
+ 13.97%
$92.39 - $117.6 $178K - $226K
15.7K $1.75M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.45K
+ 84.4%
$278.19 - $315.36 $403K - $457K
3.17K $911K
TMUS
T Mobile Us, Inc.

Communication Services
1.65K
+ 41.17%
$206.1 - $246.94 $340K - $407K
5.65K $1.25M
CATY
Cathay General Bancorp

Financial Services
8.75K
New
$41.63 - $53.85 $364K - $471K
8.75K $416K
TDY
Teledyne Technologies Inc

Technology
391
+ 4.44%
$436.59 - $489.24 $171K - $191K
9.19K $4.27M
EEM
Ishares Msci Emerging Markets

ETFs
11.2K
+ 75.85%
$41.82 - $47.36 $468K - $530K
26K $1.09M
MAR
Marriott International Inc

Consumer Cyclical
1.11K
+ 34.4%
$246.06 - $292.59 $274K - $325K
4.35K $1.21M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.24K
+ 6.72%
$53.94 - $58.15 $282K - $304K
83.2K $4.69M
LPG
Dorian Lpg Ltd.

Energy
16.7K
New
$22.69 - $36.35 $379K - $607K
16.7K $407K
CORT
Corcept Therapeutics Inc

Healthcare
7.56K
+ 152.57%
$44.66 - $60.85 $338K - $460K
12.5K $630K
IWN
Ishares Russell2000 Val ETF

ETFs
2.47K
+ 61.0%
$162.69 - $181.35 $402K - $448K
6.52K $1.07M
EMR
Emerson Electric CO

Industrials
2.53K
+ 44.83%
$108.13 - $134.33 $273K - $339K
8.16K $1.01M
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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