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
EQR
Equity Residential

Real Estate
1.27K
+ 16.4%
$69.12 - $77.48 $87.8K - $98.4K
9.01K $646K
FAST
Fastenal CO

Industrials
451
+ 0.66%
$69.99 - $84.35 $31.6K - $38K
68.6K $4.93M
GOLD
Barrick Gold Corp

Basic Materials
8.7K
+ 56.73%
$15.23 - $21.19 $132K - $184K
24K $372K
AON
Aon PLC

Financial Services
25
+ 0.56%
$344.14 - $393.31 $8.6K - $9.83K
4.46K $1.6M
WST
West Pharmaceutical Services Inc

Healthcare
65
+ 3.88%
$285.69 - $344.0 $18.6K - $22.4K
1.74K $570K
SCHG
Schwab Strategic Tr Us Large C

ETFs
27K
+ 300.0%
$25.93 - $105.3 $699K - $2.84M
35.9K $1M
CG
Carlyle Group Inc.

Financial Services
52
+ 0.65%
$43.2 - $54.81 $2.25K - $2.85K
8.06K $406K
MKC
Mccormick & CO Inc

Consumer Defensive
1.94K
+ 13.51%
$73.97 - $84.09 $143K - $163K
16.3K $1.24M
SLV
I Shares Silver Trust

ETFs
3.48K
+ 21.79%
$26.33 - $31.74 $91.6K - $110K
19.4K $511K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
13.7K
New
$2.63 - $6.64 $36K - $90.9K
13.7K $58K
GLOB
Globant S.A.

Technology
159
+ 15.04%
$193.45 - $236.83 $30.8K - $37.7K
1.22K $260K
BR
Broadridge Financial Solutions, Inc.

Technology
7
+ 0.16%
$209.64 - $236.44 $1.47K - $1.66K
4.4K $995K
PNNT
Pennantpark Investment Corp

Financial Services
3.47K
+ 1.22%
$6.64 - $7.08 $23K - $24.6K
287K $2.03M
CNO
Cno Financial Group, Inc.

Financial Services
403
+ 2.48%
$34.0 - $40.5 $13.7K - $16.3K
16.7K $619K
JCI
Johnson Controls International PLC

Industrials
460
+ 5.75%
$74.23 - $86.6 $34.1K - $39.8K
8.45K $667K
FTLS
First Tr Long/Short Equity ETF

ETFs
407
+ 4.75%
$63.1 - $67.29 $25.7K - $27.4K
8.98K $590K
WEC
Wec Energy Group, Inc.

Utilities
660
+ 9.07%
$92.94 - $101.82 $61.3K - $67.2K
7.94K $746K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
675
+ 7.28%
$81.68 - $82.93 $55.1K - $56K
9.95K $815K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
662
+ 14.37%
$65.67 - $69.79 $43.5K - $46.2K
5.27K $353K
AVB
Avalonbay Communities Inc

Real Estate
246
+ 12.15%
$216.28 - $237.81 $53.2K - $58.5K
2.27K $499K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
12
+ 0.01%
$37.46 - $43.08 $450 - $517
86.3K $3.29M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
5.7K
+ 22.34%
$10.26 - $11.26 $58.5K - $64.2K
31.2K $326K
BXP
Boston Properties Inc

Real Estate
876
+ 21.73%
$73.33 - $89.72 $64.2K - $78.6K
4.91K $364K
AFG
American Financial Group Inc

Financial Services
248
+ 15.8%
$126.81 - $149.08 $31.4K - $37K
1.82K $248K
ENB
Enbridge Inc

Energy
64
+ 0.35%
$40.4 - $43.92 $2.59K - $2.81K
18.4K $779K
ODFL
Old Dominion Freight Line, Inc.

Industrials
414
+ 22.91%
$176.4 - $231.84 $73K - $96K
2.22K $391K
CVX
Chevron Corp

Energy
1.15K
+ 2.05%
$141.15 - $162.53 $163K - $187K
57.3K $8.3M
IVE
Ishares S&P 500 Value ETF

ETFs
262
+ 8.76%
$189.5 - $206.17 $49.6K - $54K
3.25K $621K
XLU
Utilities Sector Spdr

ETFs
1.04K
+ 11.36%
$74.89 - $82.93 $78K - $86.3K
10.2K $772K
FMF
First Trust Managed Futures St

ETFs
602
+ 2.88%
$46.63 - $49.57 $28.1K - $29.8K
21.5K $1.02M
VMC
Vulcan Materials CO

Basic Materials
85
+ 9.15%
$237.95 - $292.31 $20.2K - $24.8K
1.01K $260K
VRT
Vertiv Holdings CO

Industrials
299
+ 14.27%
N/A
2.39K $207K
SRLN
Ssga Active Trust

ETFs
551
+ 10.81%
$41.48 - $42.08 $22.9K - $23.2K
5.65K $235K
JPIE
J P Morgan Exchange Traded Fd
5.6K
+ 1.85%
$45.59 - $46.25 $255K - $259K
308K $14M
BBD
Bank Bradesco

Financial Services
15.9K
+ 135.25%
$1.87 - $2.77 $29.8K - $44.1K
27.7K $52K
TDG
Trans Digm Group Inc

Industrials
70
+ 16.36%
$1239.0 - $1442.53 $86.7K - $101K
498 $631K
AM
Antero Midstream Corp

Energy
1.29K
+ 8.26%
$14.22 - $15.97 $18.4K - $20.6K
16.9K $255K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
125
+ 1.39%
$51.33 - $58.78 $6.42K - $7.35K
9.14K $493K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
350
+ 8.54%
$50.0 - $50.27 $17.5K - $17.6K
4.45K $222K
XEL
Xcel Energy Inc

Utilities
133
+ 3.63%
$62.16 - $72.92 $8.27K - $9.7K
3.79K $256K
YUM
Yum Brands Inc

Consumer Cyclical
263
+ 7.35%
$130.36 - $139.54 $34.3K - $36.7K
3.84K $515K
VEEV
Veeva Systems Inc

Healthcare
67
+ 5.74%
$201.81 - $250.45 $13.5K - $16.8K
1.23K $259K
SNY
Sanofi

Healthcare
5.59K
+ 20.55%
$45.89 - $57.31 $257K - $320K
32.8K $1.58M
VOE
Vanguard Mid Cap Value Index F

ETFs
243
+ 5.47%
$160.89 - $176.18 $39.1K - $42.8K
4.69K $758K
FAAR
First Trust Vii Alternative Ab

ETFs
339
+ 1.82%
$27.44 - $28.42 $9.3K - $9.63K
18.9K $530K
FANG
Diamondback Energy, Inc.

Energy
126
+ 9.66%
$153.06 - $199.5 $19.3K - $25.1K
1.43K $234K
ACGL
Arch Capital Group Ltd.

Financial Services
949
+ 23.59%
$88.71 - $114.86 $84.2K - $109K
4.97K $459K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
960
+ 8.14%
$46.46 - $51.66 $44.6K - $49.6K
12.8K $614K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.09K
+ 200.11%
$22.01 - $66.82 $200K - $607K
13.6K $309K
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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