New Edge Wealth, LLC Incresed Positions in Q4 2024

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
62.9K
+ 5.86%
$221.69 - $259.02 $13.9M - $16.3M
1.14M $284M
AVGO
Broadcom Inc.

Technology
25.3K
+ 6.27%
$159.67 - $250.0 $4.04M - $6.32M
429K $99.4M
GOOGL
Alphabet Inc.

Communication Services
42.1K
+ 6.11%
$161.86 - $196.66 $6.82M - $8.28M
732K $139M
HTRB
Hartford Fds Total Return Bd E

ETFs
611K
+ 536.32%
$33.33 - $35.01 $20.4M - $21.4M
725K $24.2M
JPM
Jpmorgan Chase & CO

Financial Services
31.7K
+ 8.45%
$205.18 - $250.29 $6.49M - $7.92M
406K $97.4M
NVDA
Nvidia Corp

Technology
76.4K
+ 12.82%
$117.0 - $148.88 $8.94M - $11.4M
672K $90.3M
ORCL
Oracle Corp

Technology
89.3K
+ 291.94%
$165.41 - $192.43 $14.8M - $17.2M
120K $20M
WFC
Wells Fargo & Company

Financial Services
44.4K
+ 5.45%
$54.98 - $77.35 $2.44M - $3.44M
860K $60.4M
AMZN
Amazon Com Inc

Consumer Cyclical
19.3K
+ 6.53%
$180.88 - $232.93 $3.49M - $4.49M
315K $69M
CRM
Salesforce, Inc.

Technology
3.35K
+ 1.59%
$270.87 - $367.87 $908K - $1.23M
214K $71.7M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
52K
+ 12.19%
$97.09 - $120.01 $5.05M - $6.24M
479K $51.7M
MSFT
Microsoft Corp

Technology
36.2K
+ 5.62%
$406.35 - $454.46 $14.7M - $16.5M
680K $287M
META
Meta Platforms, Inc.

Communication Services
10.5K
+ 5.49%
$554.08 - $632.68 $5.8M - $6.62M
201K $119M
DECK
Deckers Outdoor Corp

Consumer Cyclical
6.56K
+ 3.57%
$152.04 - $211.12 $997K - $1.38M
190K $38.6M
JEF
Jefferies Financial Group Inc.

Financial Services
27.4K
+ 6.49%
$61.95 - $81.75 $1.7M - $2.24M
450K $35.3M
V
Visa Inc.

Financial Services
8.1K
+ 4.98%
$273.87 - $320.91 $2.22M - $2.6M
171K $54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
78K
+ 30.37%
$113.92 - $127.38 $8.88M - $9.93M
335K $38.6M
VST
Vistra Corp.

Utilities
8.93K
+ 2.43%
$115.74 - $166.61 $1.03M - $1.49M
377K $52M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
83.2K
+ 1344.83%
$98.47 - $109.35 $8.19M - $9.1M
89.4K $8.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
13.1K
+ 1304.69%
$563.99 - $620.12 $7.37M - $8.11M
14.1K $8.02M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
139K
+ 695.44%
$52.1 - $57.26 $7.24M - $7.95M
159K $8.29M
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
+ 2.39%
$213.65 - $479.86 $231K - $519K
46.4K $18.7M
FTNT
Fortinet, Inc.

Technology
4.5K
+ 1.19%
$76.49 - $99.21 $344K - $447K
381K $36M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.48K
+ 7.34%
$370.24 - $418.94 $3.14M - $3.55M
124K $49.8M
GILD
Gilead Sciences, Inc.

Healthcare
30.2K
+ 8.07%
$83.95 - $97.9 $2.54M - $2.96M
405K $37.4M
UBER
Uber Technologies, Inc

Technology
140K
+ 67.38%
$59.93 - $86.34 $8.38M - $12.1M
347K $20.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
56.8K
+ 51.33%
$96.64 - $101.23 $5.49M - $5.75M
168K $16.2M
MA
Mastercard Inc

Financial Services
3.22K
+ 3.32%
$491.3 - $536.15 $1.58M - $1.73M
100K $52.7M
R
Ryder System Inc

Industrials
15K
+ 8.03%
$138.78 - $170.03 $2.09M - $2.56M
202K $31.7M
CDNS
Cadence Design Systems Inc

Technology
4.74K
+ 5.04%
$249.1 - $324.54 $1.18M - $1.54M
98.7K $29.7M
AZO
Autozone Inc

Consumer Cyclical
917
+ 4.74%
$2981.19 - $3370.27 $2.73M - $3.09M
20.3K $64.9M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
29.1K
+ 17.54%
$58.32 - $85.45 $1.7M - $2.48M
195K $14.4M
APP
App Lovin Corp

Technology
1.44K
+ 8.44%
$130.67 - $401.5 $188K - $579K
18.5K $6M
SU
Suncor Energy Inc

Energy
127K
+ 17.37%
$34.5 - $41.53 $4.39M - $5.28M
860K $30.7M
NFLX
Netflix Inc

Communication Services
593
+ 3.52%
$687.65 - $936.56 $408K - $555K
17.4K $15.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.04K
+ 201.13%
$417.69 - $450.94 $3.36M - $3.62M
12K $5.12M
INGR
Ingredion Inc

Consumer Defensive
24.6K
+ 19.78%
$132.76 - $154.86 $3.26M - $3.8M
149K $20.5M
SHOP
Shopify Inc.

Technology
23.1K
+ 80.17%
$78.14 - $119.49 $1.81M - $2.76M
51.9K $5.52M
CF
Cf Industries Holdings, Inc.

Basic Materials
38.1K
+ 20.2%
$81.39 - $94.14 $3.1M - $3.59M
227K $19.4M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
818K
+ 2277.9%
$3.53 - $7.8 $2.89M - $6.38M
854K $3.25M
MUB
Ishares National Muni Bond ETF

ETFs
27.7K
+ 27.73%
$105.78 - $108.7 $2.93M - $3.01M
127K $13.6M
CMA
Comerica Inc

Financial Services
30.4K
+ 7.0%
$57.88 - $72.73 $1.76M - $2.21M
465K $28.8M
IBM
International Business Machines Corp

Technology
12K
+ 7.41%
$204.9 - $238.04 $2.45M - $2.85M
173K $38.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4K
+ 29.78%
$481.22 - $538.17 $1.93M - $2.15M
17.4K $8.92M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
53.5K
+ 20.96%
$74.68 - $81.45 $4M - $4.36M
309K $23.1M
DELL
Dell Technologies Inc.

Technology
20.8K
+ 149.75%
$111.96 - $144.21 $2.32M - $2.99M
34.6K $3.99M
VT
Vanguard Total World Stk Index

ETFs
22.1K
+ 14.1%
$117.09 - $123.07 $2.58M - $2.71M
178K $21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.9K
+ 27.7%
$174.22 - $187.62 $2.42M - $2.6M
63.9K $11.2M
COST
Costco Wholesale Corp

Consumer Defensive
1.61K
+ 8.02%
$873.59 - $994.69 $1.41M - $1.6M
21.7K $19.9M
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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