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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
49.4K
+ 80.55%
$96.25 - $101.98 $4.75M - $5.04M
111K $11.2M
COST
Costco Wholesale Corp

Consumer Defensive
5.25K
+ 35.3%
$801.83 - $917.05 $4.21M - $4.81M
20.1K $17.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.03K
+ 29.08%
$405.19 - $478.57 $3.25M - $3.84M
35.6K $16.4M
WMT
Walmart Inc.

Consumer Defensive
47.5K
+ 48.7%
$66.91 - $81.4 $3.18M - $3.86M
145K $11.7M
R
Ryder System Inc

Industrials
7.1K
+ 3.94%
$117.21 - $148.66 $832K - $1.06M
187K $27.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.43K
+ 129.47%
$531.86 - $624.21 $3.95M - $4.64M
13.2K $8.14M
DE
Deere & CO

Industrials
11K
+ 1639.88%
$344.84 - $418.0 $3.8M - $4.61M
11.7K $4.88M
XOM
Exxon Mobil Corp

Energy
37.5K
+ 60.04%
$109.72 - $119.0 $4.11M - $4.46M
99.8K $11.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
41.8K
+ 3.73%
$37.37 - $41.82 $1.56M - $1.75M
1.16M $48.2M
NOW
Service Now, Inc.

Technology
3.76K
+ 37.63%
$730.87 - $937.36 $2.75M - $3.52M
13.7K $12.3M
ZTS
Zoetis Inc.

Healthcare
18K
+ 70.98%
$172.58 - $196.48 $3.11M - $3.55M
43.5K $8.49M
NFLX
Netflix Inc

Communication Services
5K
+ 42.16%
$598.55 - $722.26 $2.99M - $3.61M
16.8K $11.9M
UNP
Union Pacific Corp

Industrials
8.05K
+ 9.56%
$221.78 - $256.09 $1.78M - $2.06M
92.2K $22.7M
COP
Conocophillips

Energy
43.2K
+ 36.15%
$102.3 - $116.61 $4.42M - $5.03M
163K $17.1M
WFC
Wells Fargo & Company

Financial Services
96.7K
+ 13.45%
$51.58 - $60.97 $4.99M - $5.9M
816K $46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.5K
+ 44.83%
$162.83 - $179.16 $2.52M - $2.78M
50.1K $8.97M
APO
Apollo Global Management, Inc.

Financial Services
23.2K
+ 52.02%
$99.16 - $125.81 $2.31M - $2.92M
67.9K $8.48M
GS
Goldman Sachs Group Inc

Financial Services
6.2K
+ 232.27%
$459.02 - $510.25 $2.84M - $3.16M
8.87K $4.39M
DHR
Danaher Corp

Healthcare
9.68K
+ 65.71%
$239.25 - $280.76 $2.32M - $2.72M
24.4K $6.79M
TJX
Tjx Companies Inc

Consumer Cyclical
22.2K
+ 35.82%
$107.93 - $120.23 $2.4M - $2.67M
84.2K $9.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.9K
+ 1.18%
$75.88 - $83.21 $448K - $491K
505K $42M
KO
Coca Cola CO

Consumer Defensive
15.9K
+ 6.9%
$62.69 - $73.01 $997K - $1.16M
246K $17.7M
TXN
Texas Instruments Inc

Technology
15.5K
+ 52.36%
$194.6 - $194.6 $3.01M - $3.01M
45K $8.75M
GLD
Spdr Gold Trust

ETFs
10.6K
+ 84.45%
$215.56 - $246.98 $2.29M - $2.62M
23.2K $5.63M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
49K
+ 1113.3%
$49.83 - $62.75 $2.44M - $3.07M
53.4K $3.08M
DLR
Digital Realty Trust, Inc.

Real Estate
17.1K
+ 516.87%
$144.47 - $162.98 $2.47M - $2.79M
20.4K $3.3M
EFV
Msci Eafe Value ETF

ETFs
48.3K
+ 1273.06%
$51.72 - $57.96 $2.5M - $2.8M
52.1K $3M
DHI
Horton D R Inc

Consumer Cyclical
14.1K
+ 759.99%
$135.21 - $197.06 $1.9M - $2.77M
15.9K $3.04M
CMCSA
Comcast Corp

Communication Services
62.3K
+ 99.96%
$37.33 - $41.78 $2.33M - $2.6M
125K $5.21M
RACE
Ferrari N.V.

Consumer Cyclical
5.13K
+ 92.64%
$405.92 - $496.79 $2.08M - $2.55M
10.7K $5.01M
EME
Emcor Group, Inc.

Industrials
3.27K
+ 16.21%
$340.22 - $435.6 $1.11M - $1.42M
23.5K $10.1M
AXP
American Express CO

Financial Services
7.42K
+ 43.08%
$225.92 - $271.17 $1.68M - $2.01M
24.6K $6.68M
CF
Cf Industries Holdings, Inc.

Basic Materials
5.33K
+ 2.91%
$69.38 - $85.8 $370K - $457K
189K $16.2M
HCA
Hca Healthcare, Inc.

Healthcare
5.71K
+ 191.94%
$315.12 - $406.43 $1.8M - $2.32M
8.69K $3.53M
PH
Parker Hannifin Corp

Industrials
2.34K
+ 27.24%
$501.01 - $635.92 $1.17M - $1.49M
10.9K $6.91M
ISRG
Intuitive Surgical Inc

Healthcare
3.83K
+ 28.01%
$416.14 - $494.01 $1.59M - $1.89M
17.5K $8.59M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14.3K
+ 35.92%
$147.95 - $191.05 $2.11M - $2.73M
54K $9.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.22K
+ 11.49%
$475.2 - $527.7 $1.53M - $1.7M
31.2K $16.5M
ORCL
Oracle Corp

Technology
11K
+ 56.38%
$125.9 - $170.35 $1.39M - $1.88M
30.6K $5.21M
VGT
Vanguard Information Technolog

ETFs
3.84K
+ 20.69%
$514.43 - $606.85 $1.97M - $2.33M
22.4K $13.1M
HON
Honeywell International Inc

Industrials
12K
+ 192.33%
$196.73 - $220.21 $2.35M - $2.63M
18.2K $3.76M
ICE
Intercontinental Exchange, Inc.

Financial Services
13.4K
+ 122.84%
$136.93 - $162.81 $1.83M - $2.18M
24.3K $3.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
11.3K
+ 78.72%
$173.36 - $189.8 $1.96M - $2.14M
25.6K $4.86M
VGLT
Vanguard Long Term Treasury Et

ETFs
28.4K
+ 19.87%
$56.52 - $63.23 $1.61M - $1.8M
172K $10.6M
MDT
Medtronic PLC

Healthcare
24.6K
+ 436.8%
$76.84 - $91.03 $1.89M - $2.24M
30.2K $2.72M
TLT
Ishares Barclays 20+ Year Trea

ETFs
21.2K
+ 67.93%
$89.91 - $101.33 $1.9M - $2.14M
52.3K $5.13M
GOOGL
Alphabet Inc.

Communication Services
74.1K
+ 12.04%
$148.65 - $191.18 $11M - $14.2M
690K $114M
HWM
Howmet Aerospace Inc.

Industrials
15K
+ 45.64%
$77.3 - $100.22 $1.16M - $1.5M
47.7K $4.78M
AMGN
Amgen Inc

Healthcare
4.64K
+ 6.78%
$309.38 - $337.38 $1.44M - $1.57M
73.1K $23.5M
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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