New Edge Wealth, LLC Purchases in Q3 2024

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
13.4K
+ 122.84%
$136.93 - $162.81 $1.83M - $2.18M
24.3K $3.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
11.3K
+ 78.72%
$173.36 - $189.8 $1.96M - $2.14M
25.6K $4.86M
VGLT
Vanguard Long Term Treasury Et

ETFs
28.4K
+ 19.87%
$56.52 - $63.23 $1.61M - $1.8M
172K $10.6M
MDT
Medtronic PLC

Healthcare
24.6K
+ 436.8%
$76.84 - $91.03 $1.89M - $2.24M
30.2K $2.72M
TLT
Ishares Barclays 20+ Year Trea

ETFs
21.2K
+ 67.93%
$89.91 - $101.33 $1.9M - $2.14M
52.3K $5.13M
GOOGL
Alphabet Inc.

Communication Services
74.1K
+ 12.04%
$148.65 - $191.18 $11M - $14.2M
690K $114M
HWM
Howmet Aerospace Inc.

Industrials
15K
+ 45.64%
$77.3 - $100.22 $1.16M - $1.5M
47.7K $4.78M
APP
App Lovin Corp

Technology
17.1K
New
$67.14 - $130.65 $1.15M - $2.23M
17.1K $2.23M
AMGN
Amgen Inc

Healthcare
4.64K
+ 6.78%
$309.38 - $337.38 $1.44M - $1.57M
73.1K $23.5M
QCOM
Qualcomm Inc

Technology
18K
+ 56.98%
$156.12 - $209.64 $2.81M - $3.78M
49.6K $8.44M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
56K
New
$33.74 - $37.96 $1.89M - $2.12M
56K $2.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.1K
+ 11.39%
$72.18 - $107.33 $368K - $547K
49.9K $5.29M
UITB
Usaa ETF Tr Core Intermediate

ETFs
42.7K
New
$45.71 - $48.29 $1.95M - $2.06M
42.7K $2.05M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
13.5K
+ 2.47%
$49.82 - $52.8 $673K - $713K
561K $29.5M
FICO
Fair Isaac Corp

Technology
314
+ 10.74%
$1496.51 - $1947.38 $470K - $611K
3.24K $6.3M
MILN
Global X Funds Global X Millen

ETFs
46.1K
New
$35.99 - $41.95 $1.66M - $1.93M
46.1K $1.93M
XLE
Energy Sector Spdr

ETFs
23.4K
+ 55.26%
$84.35 - $93.39 $1.97M - $2.18M
65.7K $5.77M
PLD
Prologis, Inc.

Real Estate
13.1K
+ 80.33%
$111.95 - $132.43 $1.47M - $1.74M
29.5K $3.72M
WM
Waste Management Inc

Industrials
9.43K
+ 72.46%
$196.96 - $223.45 $1.86M - $2.11M
22.4K $4.66M
GOOG
Alphabet Inc.

Communication Services
19K
+ 23.69%
$149.54 - $192.66 $2.85M - $3.67M
99.4K $16.6M
UL
Unilever PLC

Consumer Defensive
19.9K
+ 34.49%
$54.7 - $65.59 $1.09M - $1.31M
77.7K $5.05M
WDC
Western Digital Corp

Technology
27.3K
New
$56.25 - $80.24 $1.53M - $2.19M
27.3K $1.86M
FTCS
First Trust Capital Strength E

ETFs
20.3K
New
$83.58 - $90.94 $1.7M - $1.84M
20.3K $1.84M
CVX
Chevron Corp

Energy
15K
+ 36.6%
$137.88 - $161.97 $2.07M - $2.44M
56.1K $8.26M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
5.71K
+ 17.32%
$162.45 - $195.17 $928K - $1.11M
38.7K $7.39M
PM
Philip Morris International Inc.

Consumer Defensive
6.13K
+ 11.56%
$101.25 - $127.45 $620K - $781K
59.2K $7.18M
VTI
Vanguard Total Stock Market Et

ETFs
1.16K
+ 1.26%
$255.18 - $283.2 $297K - $329K
93.2K $26.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.34K
+ 17.09%
$247.34 - $300.11 $826K - $1M
22.9K $6.81M
MSI
Motorola Solutions, Inc.

Technology
3.12K
+ 57.07%
$385.65 - $450.49 $1.2M - $1.41M
8.59K $3.86M
WMB
Williams Companies, Inc.

Energy
31.6K
+ 51.07%
$41.24 - $46.22 $1.3M - $1.46M
93.5K $4.27M
EFX
Equifax Inc

Industrials
2.43K
+ 13.52%
$236.42 - $307.13 $575K - $746K
20.4K $5.99M
CAT
Caterpillar Inc

Industrials
3.92K
+ 331.33%
$316.8 - $391.12 $1.24M - $1.53M
5.11K $2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18K
+ 160.44%
$77.02 - $85.06 $1.39M - $1.53M
29.3K $2.47M
APH
Amphenol Corp

Technology
24.7K
+ 342.97%
$58.39 - $70.41 $1.44M - $1.74M
31.9K $2.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
14.4K
+ 22.62%
$64.35 - $75.71 $929K - $1.09M
78.3K $5.77M
AZPN
Aspen Technology, Inc.

Technology
2.24K
+ 8.73%
$172.9 - $239.26 $388K - $536K
27.9K $6.67M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
32.5K
New
$44.46 - $48.11 $1.44M - $1.56M
32.5K $1.56M
DAL
Delta Air Lines, Inc.

Industrials
30K
+ 289.64%
$37.32 - $51.8 $1.12M - $1.55M
40.4K $2.05M
RTX
Raytheon Technologies Corp

Industrials
8.29K
+ 32.75%
$99.55 - $123.34 $825K - $1.02M
33.6K $4.07M
IEFA
Ishares Tr

ETFs
2.3K
+ 0.93%
$70.09 - $78.74 $161K - $181K
249K $19.5M
PEP
Pepsico Inc

Consumer Defensive
7.97K
+ 29.28%
$161.9 - $179.3 $1.29M - $1.43M
35.2K $5.98M
PRI
Primerica, Inc.

Financial Services
3.43K
+ 17.08%
$233.01 - $266.6 $799K - $914K
23.5K $6.23M
ZS
Zscaler, Inc.

Technology
8.65K
New
$155.9 - $204.47 $1.35M - $1.77M
8.65K $1.48M
SPMD
Spdr Portfolio

ETFs
26.8K
New
$50.29 - $54.92 $1.35M - $1.47M
26.8K $1.47M
ABT
Abbott Laboratories

Healthcare
10.1K
+ 34.62%
$100.07 - $118.13 $1.01M - $1.2M
39.4K $4.49M
VGIT
Vanguard Intermediate Term Tre

ETFs
15.9K
+ 7.18%
$57.8 - $60.8 $920K - $968K
238K $14.4M
HSY
Hershey CO

Consumer Defensive
7.26K
+ 610.6%
$182.45 - $203.25 $1.32M - $1.48M
8.45K $1.62M
STZ
Constellation Brands, Inc.

Consumer Defensive
5.36K
+ 177.42%
$236.42 - $259.82 $1.27M - $1.39M
8.38K $2.16M
SPGI
S&P Global Inc.

Financial Services
2.41K
+ 148.28%
$446.32 - $527.38 $1.08M - $1.27M
4.04K $2.09M
Activity Summary
Buys All Purchases 651 New Holdings 149 Increased Positions 502 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 1
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