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
CRVL
Corvel Corp

Financial Services
1.8K
+ 17.32%
$250.37 - $326.89 $451K - $589K
12.2K $3.99M
VZ
Verizon Communications Inc

Communication Services
24.9K
+ 44.85%
$38.89 - $45.0 $968K - $1.12M
80.4K $3.61M
POOL
Pool Corp

Industrials
867
+ 6.09%
$296.17 - $376.8 $257K - $327K
15.1K $5.69M
IVV
Ishares Core S&P 500 ETF

ETFs
1.7K
+ 15.47%
$520.18 - $576.82 $886K - $983K
12.7K $7.34M
LII
Lennox International Inc

Industrials
686
+ 5.32%
$523.72 - $620.83 $359K - $426K
13.6K $8.21M
SYK
Stryker Corp

Healthcare
3.48K
+ 159.4%
$315.94 - $371.96 $1.1M - $1.29M
5.66K $2.04M
SHW
Sherwin Williams CO

Basic Materials
350
+ 2.49%
$294.65 - $384.0 $103K - $134K
14.4K $5.49M
PINS
Pinterest, Inc.

Communication Services
122K
+ 53.59%
$28.66 - $43.51 $3.5M - $5.31M
350K $11.3M
HUM
Humana Inc

Healthcare
4.01K
New
$310.25 - $404.52 $1.24M - $1.62M
4.01K $1.27M
CHH
Choice Hotels International Inc

Consumer Cyclical
7.69K
+ 33.08%
$117.06 - $133.72 $900K - $1.03M
30.9K $4.03M
UBER
Uber Technologies, Inc

Technology
9.96K
+ 5.04%
$58.48 - $77.47 $583K - $772K
207K $15.6M
XLC
Select Sector Spdr Tr Communic

ETFs
13.2K
New
$82.16 - $90.4 $1.08M - $1.19M
13.2K $1.19M
MC
Moelis & CO

Financial Services
8.74K
+ 17.54%
$57.14 - $70.62 $499K - $617K
58.6K $4.01M
MKC
Mccormick & CO Inc

Consumer Defensive
14.3K
New
$69.44 - $84.76 $995K - $1.21M
14.3K $1.18M
MU
Micron Technology Inc

Technology
16.1K
+ 88.51%
$86.27 - $136.82 $1.39M - $2.21M
34.4K $3.56M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
62.1K
+ 155.41%
$17.08 - $20.64 $1.06M - $1.28M
102K $1.96M
ACN
Accenture PLC

Technology
1.45K
+ 11.41%
$295.44 - $355.81 $429K - $517K
14.2K $5.02M
SU
Suncor Energy Inc

Energy
52.5K
+ 7.73%
$36.06 - $41.7 $1.89M - $2.19M
732K $27M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.73K
+ 5.81%
$107.74 - $140.72 $186K - $244K
31.5K $4.41M
ED
Consolidated Edison Inc

Utilities
10.8K
New
$88.42 - $104.97 $958K - $1.14M
10.8K $1.13M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.8K
New
$41.02 - $46.01 $1.02M - $1.14M
24.8K $1.13M
USFD
Us Foods Holding Corp.

Consumer Defensive
15.5K
+ 78.66%
$50.06 - $62.82 $774K - $971K
35.1K $2.16M
XLY
Select Sector Spdr Consumer Di

ETFs
5.14K
+ 107.64%
$170.05 - $200.86 $875K - $1.03M
9.92K $1.99M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
18.1K
+ 20.85%
$59.61 - $60.15 $1.08M - $1.09M
105K $6.27M
STX
Seagate Technology Holdings PLC

Technology
9.86K
+ 296.16%
$92.1 - $110.76 $908K - $1.09M
13.2K $1.44M
ZBRA
Zebra Technologies Corp

Technology
790
+ 6.0%
$306.21 - $371.02 $242K - $293K
13.9K $5.16M
CSCO
Cisco Systems, Inc.

Technology
7.18K
+ 5.72%
$44.74 - $53.22 $321K - $382K
133K $7.06M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.4K
New
$87.56 - $95.49 $994K - $1.08M
11.4K $1.08M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
23.5K
New
$43.5 - $45.75 $1.02M - $1.08M
23.5K $1.08M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.9K
New
$60.84 - $67.51 $968K - $1.07M
15.9K $1.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.27K
+ 20.69%
$156.14 - $187.2 $511K - $612K
19.1K $3.53M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22.9K
New
$44.65 - $47.21 $1.02M - $1.08M
22.9K $1.07M
NDSN
Nordson Corp

Industrials
1.71K
+ 8.6%
$225.0 - $262.63 $385K - $450K
21.6K $5.68M
ZWS
Zurn Water Solutions Corp

Industrials
7.12K
+ 5.9%
$28.61 - $35.94 $204K - $256K
128K $4.6M
XLK
Technology Sector Spdr

ETFs
4.64K
+ 10.13%
$197.34 - $237.68 $915K - $1.1M
50.4K $11.4M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
37.6K
+ 34.15%
$19.52 - $21.75 $734K - $818K
148K $3.21M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.6K
+ 13.13%
$54.98 - $59.51 $693K - $750K
109K $6.46M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11.6K
+ 9.66%
$211.47 - $281.27 $2.45M - $3.26M
132K $32.3M
VFH
Vanguard Financial ETF

ETFs
9.2K
New
$99.27 - $111.21 $914K - $1.02M
9.2K $1.01M
SMG
Scotts Miracle Gro CO

Basic Materials
2.13K
+ 5.58%
$61.06 - $86.7 $130K - $185K
40.3K $3.49M
UFPI
Ufp Industries Inc

Basic Materials
4.21K
+ 17.49%
$107.65 - $135.34 $453K - $570K
28.3K $3.71M
KAI
Kadant Inc

Industrials
1.69K
+ 17.51%
$290.3 - $356.64 $492K - $604K
11.4K $3.84M
XLI
Industrial Sector Spdr

ETFs
7.04K
+ 209.74%
$120.56 - $135.44 $849K - $954K
10.4K $1.41M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
27.4K
New
$32.65 - $36.69 $896K - $1.01M
27.4K $998K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4.22K
+ 225.0%
$201.82 - $234.36 $852K - $989K
6.1K $1.41M
ALLE
Allegion PLC

Industrials
1.55K
+ 5.59%
$114.67 - $145.7 $178K - $226K
29.3K $4.27M
CTAS
Cintas Corp

Industrials
22.3K
+ 305.05%
$201.38 - $819.83 $4.49M - $18.3M
29.6K $6.09M
ITA
Ishares Tr

ETFs
3.39K
+ 12.89%
$131.58 - $149.64 $446K - $507K
29.7K $4.44M
NSC
Norfolk Southern Corp

Industrials
1.91K
+ 13.69%
$213.75 - $259.69 $408K - $496K
15.9K $3.94M
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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email