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
FSLR
First Solar, Inc.

Technology
1.98K
+ 93.34%
$175.88 - $240.66 $348K - $476K
4.09K $721K
KMI
Kinder Morgan, Inc.

Energy
748
+ 2.3%
$22.59 - $28.54 $16.9K - $21.3K
33.3K $912K
VTR
Ventas, Inc.

Real Estate
4.14K
+ 41.92%
$57.73 - $66.48 $239K - $275K
14K $825K
FISV
Fiserv Inc

Technology
1.53K
+ 102.06%
N/A
3.04K $379K
DOLE
Dole PLC

Consumer Defensive
13.9K
New
$13.45 - $16.84 $187K - $235K
13.9K $188K
WDAY
Workday, Inc.

Technology
378
+ 5.75%
$233.85 - $279.91 $88.4K - $106K
6.95K $1.79M
GWW
W.W. Grainger, Inc.

Industrials
163
+ 25.47%
$1023.06 - $1220.93 $167K - $199K
803 $846K
CNQ
Canadian Natural Resources LTD

Energy
67.9K
+ 8.27%
$29.51 - $37.6 $2M - $2.55M
889K $27.4M
PPL
Ppl Corp

Utilities
5.83K
+ 21.33%
$31.47 - $35.0 $184K - $204K
33.2K $1.08M
PUK
Prudential PLC

Financial Services
12.7K
+ 100.61%
$15.52 - $18.99 $198K - $242K
25.4K $404K
FNDF
Schwab Fundamental Intl Large

ETFs
5.78K
+ 90.3%
$32.92 - $37.15 $190K - $215K
12.2K $404K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.24K
+ 63.83%
$126.68 - $134.74 $158K - $168K
3.19K $407K
ON
On Semiconductor Corp

Technology
2.89K
+ 100.24%
$63.05 - $74.7 $182K - $216K
5.78K $364K
CHKP
Check Point Software Technologies LTD

Technology
1.52K
+ 6.89%
$170.18 - $209.01 $259K - $318K
23.6K $4.41M
AJG
Arthur J. Gallagher & Co.

Financial Services
416
+ 3.19%
$278.49 - $315.16 $116K - $131K
13.5K $3.82M
MEDP
Medpace Holdings, Inc.

Healthcare
452
+ 59.79%
$308.93 - $363.58 $140K - $164K
1.21K $401K
IOT
Samsara Inc.

Technology
4.17K
+ 55.21%
$42.67 - $56.35 $178K - $235K
11.7K $511K
HLI
Houlihan Lokey, Inc.

Financial Services
695
+ 42.27%
$158.81 - $190.49 $110K - $132K
2.34K $406K
EGY
Vaalco Energy Inc

Energy
37K
+ 257.69%
$4.24 - $6.38 $157K - $236K
51.4K $224K
EQT
Eqt Corp

Energy
109
+ 0.76%
$35.62 - $46.89 $3.88K - $5.11K
14.4K $664K
CBRE
Cbre Group, Inc.

Real Estate
840
+ 18.67%
$119.22 - $140.71 $100K - $118K
5.34K $700K
TFC
Truist Financial Corp

Financial Services
2.89K
+ 15.25%
$41.51 - $48.1 $120K - $139K
21.9K $948K
IVW
Ishares S&P 500 Growth ETF

ETFs
380
+ 2.25%
$94.43 - $105.47 $35.9K - $40.1K
17.3K $1.76M
CINF
Cincinnati Financial Corp

Financial Services
114
+ 0.77%
$132.86 - $160.16 $15.1K - $18.3K
15K $2.15M
EPD
Enterprise Products Partners L.P.

Energy
3.2K
+ 25.49%
$28.66 - $34.43 $91.7K - $110K
15.8K $494K
MCK
Mckesson Corp

Healthcare
151
+ 28.28%
$482.27 - $628.5 $72.8K - $94.9K
685 $390K
ANSS
Ansys Inc

Technology
329
+ 41.13%
$313.05 - $361.45 $103K - $119K
1.13K $380K
FLEX
Flex Ltd.

Technology
2.38K
+ 36.2%
$32.52 - $41.3 $77.2K - $98.1K
8.94K $343K
DTM
Dt Midstream, Inc.

Energy
485
+ 13.27%
$78.85 - $108.56 $38.2K - $52.7K
4.14K $411K
MO
Altria Group, Inc.

Consumer Defensive
1.22K
+ 2.58%
$49.06 - $57.74 $59.9K - $70.5K
48.5K $2.54M
RJF
Raymond James Financial Inc

Financial Services
107
+ 3.36%
$123.0 - $170.1 $13.2K - $18.2K
3.29K $511K
SONY
Sony Group Corp

Technology
81.2K
+ 382.03%
$17.53 - $96.8 $1.42M - $7.86M
102K $2.17M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
10K
New
$11.08 - $11.89 $111K - $119K
10K $114K
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 11.9%
$4100.99 - $5300.34 $41K - $53K
94 $467K
GLW
Corning Inc

Technology
751
+ 2.3%
$44.11 - $49.76 $33.1K - $37.4K
33.4K $1.59M
SPYG
Spdr Portfolio

ETFs
844
+ 12.92%
$81.74 - $91.38 $69K - $77.1K
7.38K $648K
NVAX
Novavax Inc

Healthcare
70.1K
+ 70.12%
$7.22 - $14.68 $506K - $1.03M
170K $1.37M
TYL
Tyler Technologies Inc

Technology
176
+ 33.65%
$576.64 - $635.69 $101K - $112K
699 $403K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
9.6K
+ 54.86%
$11.12 - $11.98 $107K - $115K
27.1K $305K
DTE
Dte Energy CO

Utilities
1.03K
+ 29.89%
$117.04 - $129.77 $120K - $133K
4.46K $538K
ROP
Roper Technologies Inc

Industrials
255
+ 24.03%
$519.85 - $575.95 $133K - $147K
1.32K $684K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
275
+ 1.38%
$100.18 - $109.1 $27.5K - $30K
20.2K $2.12M
HXL
Hexcel Corp

Industrials
1.41K
+ 32.83%
$58.56 - $65.31 $82.8K - $92.3K
5.72K $358K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.68K
+ 24.15%
$17.93 - $18.8 $83.8K - $87.9K
24K $437K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.69K
+ 41.46%
$51.54 - $52.55 $87.3K - $89K
5.78K $298K
UEC
Uranium Energy Corp

Energy
12.1K
New
$6.55 - $8.6 $79.4K - $104K
12.1K $81K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.85K
+ 16.38%
$41.09 - $45.94 $76.2K - $85.2K
13.2K $554K
D
Dominion Energy, Inc

Utilities
4.5K
+ 10.9%
$52.63 - $60.92 $237K - $274K
45.8K $2.47M
WDC
Western Digital Corp

Technology
5.19K
+ 19.03%
$59.62 - $73.43 $309K - $381K
32.5K $1.94M
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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