New Edge Wealth, LLC Incresed Positions in Q3 2024

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
168K
+ 18.63%
$207.23 - $234.82 $34.9M - $39.5M
1.07M $250M
NVDA
Nvidia Corp

Technology
415K
+ 228.56%
$98.91 - $134.91 $41M - $55.9M
596K $72.4M
CRM
Salesforce, Inc.

Technology
120K
+ 132.86%
$238.42 - $276.53 $28.7M - $33.3M
211K $57.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
37.6K
+ 24.39%
$517.38 - $573.86 $19.5M - $21.6M
192K $110M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
173K
+ 206.06%
$105.53 - $118.34 $18.2M - $20.5M
257K $30M
BX
Blackstone Inc.

Financial Services
9.06K
+ 1.4%
$120.77 - $159.66 $1.09M - $1.45M
657K $101M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
575K
+ 864.93%
$29.86 - $40.33 $17.2M - $23.2M
642K $21.8M
META
Meta Platforms, Inc.

Communication Services
9.86K
+ 5.45%
$453.41 - $572.44 $4.47M - $5.64M
191K $109M
JPM
Jpmorgan Chase & CO

Financial Services
72.2K
+ 23.89%
$194.9 - $224.8 $14.1M - $16.2M
375K $79M
VCIT
Vanguard Intermediate Term Cor

ETFs
200K
+ 86.44%
$79.29 - $84.02 $15.9M - $16.8M
432K $36.2M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
201K
+ 368.24%
$74.85 - $82.2 $15M - $16.5M
255K $20.7M
HD
Home Depot, Inc.

Consumer Cyclical
19.9K
+ 14.26%
$333.64 - $405.2 $6.64M - $8.06M
159K $64.6M
AMZN
Amazon Com Inc

Consumer Cyclical
95.5K
+ 47.73%
$161.02 - $200.0 $15.4M - $19.1M
295K $55M
MMM
3 M CO

Industrials
69.1K
+ 44.1%
$99.69 - $139.42 $6.89M - $9.63M
226K $30.8M
JNJ
Johnson & Johnson

Healthcare
73.4K
+ 64.23%
$145.48 - $167.38 $10.7M - $12.3M
188K $30.4M
AVGO
Broadcom Inc.

Technology
369K
+ 1057.76%
$136.27 - $1745.86 $50.2M - $643M
403K $69.6M
VST
Vistra Corp.

Utilities
18.8K
+ 5.38%
$69.0 - $119.06 $1.3M - $2.24M
368K $43.7M
MSFT
Microsoft Corp

Technology
53.1K
+ 8.98%
$395.15 - $467.56 $21M - $24.8M
644K $277M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
148K
+ 35.78%
$76.94 - $79.54 $11.4M - $11.8M
563K $44.7M
IBM
International Business Machines Corp

Technology
23.9K
+ 17.35%
$175.1 - $223.38 $4.18M - $5.33M
161K $35.7M
DECK
Deckers Outdoor Corp

Consumer Cyclical
165K
+ 898.54%
$150.73 - $974.56 $24.9M - $161M
184K $29.3M
LPLA
Lpl Financial Holdings Inc.

Financial Services
50.3K
+ 259.58%
$193.0 - $282.1 $9.71M - $14.2M
69.7K $16.2M
HRB
H&R Block Inc

Consumer Cyclical
24.9K
+ 2.6%
$52.99 - $66.6 $1.32M - $1.66M
982K $62.4M
VTV
Vanguard Value ETF

ETFs
38.8K
+ 15.38%
$159.75 - $174.57 $6.2M - $6.78M
291K $50.8M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
16.4K
+ 4.0%
$74.21 - $96.5 $1.22M - $1.58M
427K $41M
MCD
Mcdonalds Corp

Consumer Cyclical
18.7K
+ 27.04%
$245.82 - $304.51 $4.6M - $5.7M
87.9K $26.8M
FTNT
Fortinet, Inc.

Technology
33.1K
+ 9.64%
$55.39 - $77.55 $1.83M - $2.57M
377K $29.2M
UNH
Unitedhealth Group Inc

Healthcare
9.64K
+ 25.7%
$488.01 - $604.18 $4.7M - $5.82M
47.1K $27.6M
LOW
Lowes Companies Inc

Consumer Cyclical
8.3K
+ 7.03%
$213.3 - $270.78 $1.77M - $2.25M
126K $34.2M
EXP
Eagle Materials Inc

Basic Materials
3.71K
+ 3.65%
$212.39 - $292.18 $787K - $1.08M
105K $30.2M
V
Visa Inc.

Financial Services
23.4K
+ 16.77%
$253.74 - $291.56 $5.93M - $6.81M
163K $44.7M
WELL
Welltower Inc.

Real Estate
33K
+ 20.88%
$104.0 - $129.74 $3.44M - $4.29M
191K $24.5M
LLY
Eli Lilly & CO

Healthcare
10.3K
+ 16.13%
$772.14 - $960.02 $7.97M - $9.91M
74.3K $65.8M
LMT
Lockheed Martin Corp

Industrials
5.89K
+ 15.61%
$460.3 - $584.56 $2.71M - $3.44M
43.6K $25.5M
MTG
Mgic Investment Corp

Financial Services
45.2K
+ 2.82%
$21.29 - $25.74 $963K - $1.16M
1.65M $42.2M
MA
Mastercard Inc

Financial Services
4.54K
+ 4.91%
$429.6 - $500.99 $1.95M - $2.27M
96.9K $47.9M
PGR
Progressive Corp

Financial Services
23.6K
+ 107.19%
$209.46 - $259.24 $4.93M - $6.11M
45.5K $11.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
101K
+ 242.37%
$56.47 - $63.69 $5.69M - $6.42M
142K $8.97M
NVS
Novartis Ag

Healthcare
28.2K
+ 7.74%
$106.13 - $120.89 $2.99M - $3.41M
392K $45.1M
GILD
Gilead Sciences, Inc.

Healthcare
4.09K
+ 1.1%
$66.59 - $83.99 $272K - $343K
375K $31.4M
PANW
Palo Alto Networks Inc

Technology
16.7K
+ 127.53%
$294.18 - $368.01 $4.92M - $6.15M
29.8K $10.2M
VO
Vanguard Mid Cap ETF

ETFs
8.19K
+ 5.16%
$237.84 - $263.83 $1.95M - $2.16M
167K $44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
85.9K
+ 148.15%
$57.32 - $62.65 $4.93M - $5.38M
144K $8.97M
JEF
Jefferies Financial Group Inc.

Financial Services
11.5K
+ 2.79%
$49.97 - $62.49 $574K - $718K
423K $26M
TSLA
Tesla, Inc.

Consumer Cyclical
13.3K
+ 41.54%
$191.76 - $263.26 $2.55M - $3.5M
45.3K $11.9M
VB
Vanguard Small Cap ETF

ETFs
12.7K
+ 9.94%
$214.77 - $237.72 $2.73M - $3.02M
140K $33.3M
EBAY
Ebay Inc

Consumer Cyclical
10.3K
+ 2.5%
$52.61 - $65.44 $544K - $677K
424K $27.6M
AZO
Autozone Inc

Consumer Cyclical
598
+ 3.19%
$2815.0 - $3212.87 $1.68M - $1.92M
19.4K $61M
NEE
Nextera Energy Inc

Utilities
53K
+ 84.61%
$69.9 - $84.97 $3.71M - $4.5M
116K $9.78M
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
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