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
XLF
Financial Sector Spdr

ETFs
4.16K
+ 17.15%
$44.89 - $51.34 $187K - $213K
28.4K $1.37M
VPU
Vanguard Utilities ETF

ETFs
1.67K
New
$160.52 - $179.11 $269K - $300K
1.67K $273K
CRDO
Credo Technology Group Holding LTD

Technology
4.05K
New
$30.16 - $77.25 $122K - $312K
4.05K $272K
SAIA
Saia Inc

Industrials
228
+ 2.58%
$411.44 - $569.08 $93.8K - $130K
9.08K $4.14M
FPE
First Tr Pfd Secs & Income ETF

ETFs
15.6K
+ 57.17%
$17.65 - $18.18 $276K - $284K
42.9K $760K
CMI
Cummins Inc

Industrials
753
New
$324.93 - $383.42 $245K - $289K
753 $262K
SLM
Slm Corp

Financial Services
9.32K
New
$21.37 - $28.14 $199K - $262K
9.32K $257K
MT
Arcelor Mittal

Basic Materials
11.1K
New
$22.93 - $26.51 $254K - $293K
11.1K $256K
NHI
National Health Investors Inc

Real Estate
3.68K
New
$68.83 - $83.01 $253K - $306K
3.68K $255K
DASH
Door Dash, Inc.

Communication Services
1.08K
+ 36.69%
$141.93 - $180.48 $153K - $195K
4.03K $675K
AIG
American International Group, Inc.

Financial Services
3.45K
New
$70.0 - $79.22 $242K - $274K
3.45K $251K
DOV
Dover Corp

Industrials
1.38K
+ 63.91%
$184.72 - $206.51 $254K - $284K
3.53K $662K
CARR
Carrier Global Corp

Industrials
3.64K
New
$66.69 - $82.65 $243K - $301K
3.64K $248K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.42K
New
$75.41 - $112.24 $182K - $271K
2.42K $248K
CTRA
Coterra Energy Inc.

Energy
9.69K
New
$22.71 - $27.63 $220K - $268K
9.69K $247K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
17.4K
+ 19.5%
$14.88 - $15.58 $258K - $270K
106K $1.61M
EQH
Equitable Holdings, Inc.

Financial Services
5.2K
New
$41.59 - $50.4 $216K - $262K
5.2K $245K
KNTK
Kinetik Holdings Inc.

Energy
4.29K
New
$45.65 - $61.95 $196K - $266K
4.29K $244K
EEMV
Ishares Msci Emerging Markets

ETFs
4.17K
New
$57.85 - $63.11 $241K - $263K
4.17K $241K
NET
Cloudflare, Inc.

Technology
1.56K
+ 58.1%
$78.11 - $117.56 $122K - $183K
4.24K $456K
HUBS
Hubspot Inc

Technology
3
+ 0.21%
$514.07 - $757.4 $1.54K - $2.27K
1.45K $1.01M
CACI
Caci International Inc

Technology
559
New
N/A
559 $239K
SQ
Block, Inc.

Technology
1K
+ 11.67%
$65.06 - $98.92 $65.1K - $98.9K
9.57K $813K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.68K
New
$64.18 - $70.42 $236K - $259K
3.68K $237K
LPX
Louisiana Pacific Corp

Industrials
2.27K
New
$98.02 - $120.27 $223K - $273K
2.27K $235K
MCD
Mcdonalds Corp

Consumer Cyclical
5.24K
+ 5.96%
$288.47 - $316.54 $1.51M - $1.66M
93.2K $27M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.85K
New
$33.39 - $37.66 $229K - $258K
6.85K $228K
FIVA
Fidelity Covington Tr

ETFs
9.42K
New
$24.17 - $26.43 $228K - $249K
9.42K $228K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.93K
+ 21.18%
$88.59 - $94.57 $259K - $277K
16.7K $1.49M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
7.05K
New
$31.92 - $36.14 $225K - $255K
7.05K $224K
AVDV
American Centy ETF Tr Avantis

ETFs
3.45K
New
$63.85 - $70.4 $221K - $243K
3.45K $224K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
8.62K
+ 66.99%
$49.78 - $66.55 $429K - $574K
21.5K $1.08M
ICLR
Icon PLC

Healthcare
1.06K
New
$187.22 - $297.57 $199K - $316K
1.06K $222K
EMLP
First Tr Exchange Traded Iv

ETFs
6.21K
New
$33.69 - $38.24 $209K - $238K
6.21K $221K
SHG
Shinhan Financial Group CO LTD

Financial Services
6.37K
+ 6.48%
N/A
105K $3.62M
SNA
Snap On Inc

Industrials
501
+ 51.33%
$285.44 - $371.35 $143K - $186K
1.48K $501K
TRV
Travelers Companies, Inc.

Financial Services
587
+ 5.13%
$225.97 - $266.66 $133K - $157K
12K $2.9M
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.28K
New
$47.96 - $55.17 $205K - $236K
4.28K $219K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
3K
+ 2.94%
$18.92 - $22.13 $56.8K - $66.4K
105K $2.17M
CAH
Cardinal Health Inc

Healthcare
1.83K
New
$107.89 - $125.33 $197K - $229K
1.83K $216K
FIVE
Five Below, Inc

Consumer Cyclical
2.04K
New
$83.0 - $115.97 $169K - $236K
2.04K $213K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.15K
+ 4.13%
$50.37 - $50.6 $260K - $261K
130K $6.54M
MTN
Vail Resorts Inc

Consumer Cyclical
1.13K
New
$165.69 - $195.44 $188K - $221K
1.13K $212K
SYK
Stryker Corp

Healthcare
595
+ 10.52%
$345.14 - $392.15 $205K - $233K
6.25K $2.25M
GATX
Gatx Corp

Industrials
1.34K
New
$128.5 - $165.82 $172K - $222K
1.34K $207K
WIT
Wipro LTD

Technology
342K
+ 100.15%
$3.54 - $7.24 $1.21M - $2.48M
683K $2.42M
WWD
Woodward, Inc.

Industrials
1.24K
New
$159.67 - $187.29 $198K - $232K
1.24K $205K
MMM
3 M CO

Industrials
14.8K
+ 6.56%
$124.74 - $137.12 $1.85M - $2.03M
241K $31M
T
At&T Inc.

Communication Services
6.55K
+ 9.74%
$21.22 - $23.88 $139K - $156K
73.9K $1.68M
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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