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
BCS
Barclays PLC

Financial Services
26.8K
+ 87.19%
$11.65 - $13.67 $313K - $367K
57.6K $765K
TDC
Teradata Corp

Technology
12.6K
New
$28.47 - $33.38 $358K - $420K
12.6K $391K
BMY
Bristol Myers Squibb CO

Healthcare
5.07K
+ 23.74%
$51.92 - $59.94 $263K - $304K
26.4K $1.5M
RGA
Reinsurance Group Of America Inc

Financial Services
1.82K
New
$201.26 - $231.95 $367K - $423K
1.82K $389K
ALRM
Alarm.Com Holdings, Inc.

Technology
6.35K
New
$52.26 - $68.81 $332K - $437K
6.35K $385K
RMR
Rmr Group Inc.

Real Estate
18.6K
New
$20.29 - $25.78 $377K - $479K
18.6K $383K
COF
Capital One Financial Corp

Financial Services
1.69K
+ 60.41%
$145.19 - $192.01 $246K - $325K
4.49K $800K
KBH
Kb Home

Consumer Cyclical
6.55K
+ 254.29%
$65.58 - $85.3 $429K - $559K
9.12K $599K
TRGP
Targa Resources Corp.

Energy
583
+ 6.46%
$150.58 - $207.69 $87.8K - $121K
9.61K $1.72M
WRB
Berkley W R Corp

Financial Services
3.62K
+ 3.91%
$56.48 - $64.94 $204K - $235K
96K $5.62M
HPE
Hewlett Packard Enterprise CO

Technology
12.3K
+ 9.91%
$19.31 - $23.95 $237K - $293K
136K $2.9M
KKR
Kkr & Co. Inc.

Financial Services
763
+ 5.1%
$129.87 - $162.87 $99.1K - $124K
15.7K $2.32M
MBIN
Merchants Bancorp

Financial Services
10.2K
New
$35.94 - $45.87 $366K - $467K
10.2K $371K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.53K
+ 56.12%
$49.79 - $51.14 $375K - $385K
20.9K $1.05M
ZWS
Zurn Water Solutions Corp

Industrials
5.13K
+ 4.01%
$35.79 - $40.92 $183K - $210K
133K $4.96M
COLL
Collegium Pharmaceutical, Inc

Healthcare
12.7K
New
$28.61 - $41.86 $364K - $532K
12.7K $364K
FIX
Comfort Systems Usa Inc

Industrials
840
New
$370.68 - $504.12 $311K - $423K
840 $356K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.06K
+ 5.54%
$178.39 - $215.0 $189K - $227K
20.1K $3.88M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.02K
+ 16.78%
$229.83 - $258.46 $235K - $264K
7.12K $1.76M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.46K
+ 6.48%
$55.73 - $66.16 $193K - $229K
56.8K $3.43M
BBSI
Barrett Business Services Inc

Industrials
8.07K
New
$35.9 - $44.34 $290K - $358K
8.07K $350K
EXEL
Exelixis, Inc.

Healthcare
10.4K
New
$25.39 - $36.46 $264K - $379K
10.4K $346K
CSGP
Costar Group, Inc.

Real Estate
5.05K
+ 108.86%
$69.7 - $81.97 $352K - $414K
9.69K $693K
INSW
International Seaways, Inc.

Energy
9.56K
New
$32.46 - $54.3 $310K - $519K
9.56K $343K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.73K
New
$71.77 - $92.11 $267K - $343K
3.73K $338K
ARES
Ares Management Corp

Financial Services
1.04K
+ 14.8%
$153.38 - $183.7 $159K - $191K
8.05K $1.43M
LII
Lennox International Inc

Industrials
430
+ 3.17%
$589.36 - $678.43 $253K - $292K
14K $8.54M
CAT
Caterpillar Inc

Industrials
1.31K
+ 25.55%
$360.37 - $416.88 $470K - $544K
6.41K $2.33M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.48K
New
$58.46 - $65.6 $321K - $360K
5.48K $320K
GDDY
Go Daddy Inc.

Technology
1.61K
New
$153.16 - $209.03 $247K - $337K
1.61K $317K
JXN
Jackson Financial Inc.

Financial Services
3.64K
New
$84.91 - $113.74 $309K - $413K
3.64K $316K
CTVA
Corteva, Inc.

Basic Materials
5.47K
New
$55.21 - $64.13 $302K - $351K
5.47K $311K
AMP
Ameriprise Financial Inc

Financial Services
178
+ 5.19%
$473.15 - $574.01 $84.2K - $102K
3.61K $1.92M
NI
Nisource Inc.

Utilities
8.36K
New
$33.74 - $38.25 $282K - $320K
8.36K $307K
DOCU
Docusign, Inc.

Technology
46
+ 0.42%
$61.42 - $106.99 $2.83K - $4.92K
10.9K $978K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.1K
+ 28.64%
$44.33 - $49.55 $315K - $352K
31.9K $1.43M
MUSA
Murphy Usa Inc.

Consumer Cyclical
603
New
$473.11 - $555.48 $285K - $335K
603 $302K
CRAI
Cra International, Inc.

Industrials
1.61K
New
$168.27 - $206.55 $271K - $332K
1.61K $301K
DFAI
Dimensional ETF Tr

ETFs
10.3K
New
$29.0 - $31.6 $297K - $324K
10.3K $299K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
5.2K
New
$57.07 - $62.58 $297K - $326K
5.2K $297K
DFAE
Dimensional ETF Tr

ETFs
11.7K
New
$25.36 - $28.15 $297K - $329K
11.7K $296K
C
Citigroup Inc

Financial Services
2.43K
+ 15.52%
$61.31 - $72.5 $149K - $176K
18.1K $1.28M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.46K
New
$45.17 - $47.23 $292K - $305K
6.46K $292K
CME
Cme Group Inc.

Financial Services
831
+ 10.12%
$221.17 - $246.02 $184K - $204K
9.04K $2.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.38K
New
$63.58 - $71.15 $279K - $312K
4.38K $285K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.53K
+ 56.42%
$185.87 - $204.12 $284K - $312K
4.24K $798K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.67K
+ 12.82%
$125.36 - $147.37 $209K - $246K
14.7K $1.93M
ET
Energy Transfer LP

Energy
600
+ 0.79%
$16.05 - $19.86 $9.63K - $11.9K
76.2K $1.49M
ORCC
Owl Rock Capital Corp

Financial Services
20.6K
+ 23.78%
N/A
107K $1.44M
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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