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
MLI
Mueller Industries Inc

Industrials
6.54K
+ 217.92%
$71.2 - $95.34 $466K - $624K
9.55K $757K
BTI
British American Tobacco P.L.C.

Consumer Defensive
14.8K
+ 56.18%
$34.25 - $37.94 $508K - $562K
41.2K $1.5M
DDOG
Datadog, Inc.

Technology
1.82K
+ 18.91%
$113.98 - $168.65 $208K - $307K
11.5K $1.64M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
47.2K
+ 76.07%
$11.1 - $12.03 $524K - $568K
109K $1.23M
AYI
Acuity Brands Inc

Industrials
1.58K
+ 95.52%
$292.13 - $333.45 $460K - $526K
3.23K $942K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.2K
+ 34.92%
$50.02 - $51.24 $512K - $525K
39.6K $1.99M
MRVL
Marvell Technology, Inc.

Technology
985
+ 10.52%
$70.31 - $124.78 $69.3K - $123K
10.4K $1.14M
TTC
Toro CO

Industrials
9.02K
+ 22.85%
$80.1 - $88.44 $722K - $798K
48.5K $3.88M
QLYS
Qualys, Inc.

Technology
3K
+ 157.31%
$119.24 - $159.23 $358K - $478K
4.91K $688K
DIS
Walt Disney CO

Communication Services
1.93K
+ 13.97%
$92.39 - $117.6 $178K - $226K
15.7K $1.75M
TMUS
T Mobile Us, Inc.

Communication Services
1.65K
+ 41.17%
$206.1 - $246.94 $340K - $407K
5.65K $1.25M
TDY
Teledyne Technologies Inc

Technology
391
+ 4.44%
$436.59 - $489.24 $171K - $191K
9.19K $4.27M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.24K
+ 6.72%
$53.94 - $58.15 $282K - $304K
83.2K $4.69M
EEM
Ishares Msci Emerging Markets

ETFs
11.2K
+ 75.85%
$41.82 - $47.36 $468K - $530K
26K $1.09M
MAR
Marriott International Inc

Consumer Cyclical
1.11K
+ 34.4%
$246.06 - $292.59 $274K - $325K
4.35K $1.21M
CORT
Corcept Therapeutics Inc

Healthcare
7.56K
+ 152.57%
$44.66 - $60.85 $338K - $460K
12.5K $630K
IWN
Ishares Russell2000 Val ETF

ETFs
2.47K
+ 61.0%
$162.69 - $181.35 $402K - $448K
6.52K $1.07M
EMR
Emerson Electric CO

Industrials
2.53K
+ 44.83%
$108.13 - $134.33 $273K - $339K
8.16K $1.01M
BCS
Barclays PLC

Financial Services
26.8K
+ 87.19%
$11.65 - $13.67 $313K - $367K
57.6K $765K
BMY
Bristol Myers Squibb CO

Healthcare
5.07K
+ 23.74%
$51.92 - $59.94 $263K - $304K
26.4K $1.5M
COF
Capital One Financial Corp

Financial Services
1.69K
+ 60.41%
$145.19 - $192.01 $246K - $325K
4.49K $800K
TRGP
Targa Resources Corp.

Energy
583
+ 6.46%
$150.58 - $207.69 $87.8K - $121K
9.61K $1.72M
KBH
Kb Home

Consumer Cyclical
6.55K
+ 254.29%
$65.58 - $85.3 $429K - $559K
9.12K $599K
WRB
Berkley W R Corp

Financial Services
3.62K
+ 3.91%
$56.48 - $64.94 $204K - $235K
96K $5.62M
KKR
Kkr & Co. Inc.

Financial Services
763
+ 5.1%
$129.87 - $162.87 $99.1K - $124K
15.7K $2.32M
HPE
Hewlett Packard Enterprise CO

Technology
12.3K
+ 9.91%
$19.31 - $23.95 $237K - $293K
136K $2.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.53K
+ 56.12%
$49.79 - $51.14 $375K - $385K
20.9K $1.05M
ZWS
Zurn Water Solutions Corp

Industrials
5.13K
+ 4.01%
$35.79 - $40.92 $183K - $210K
133K $4.96M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.06K
+ 5.54%
$178.39 - $215.0 $189K - $227K
20.1K $3.88M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.02K
+ 16.78%
$229.83 - $258.46 $235K - $264K
7.12K $1.76M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.46K
+ 6.48%
$55.73 - $66.16 $193K - $229K
56.8K $3.43M
CSGP
Costar Group, Inc.

Real Estate
5.05K
+ 108.86%
$69.7 - $81.97 $352K - $414K
9.69K $693K
ARES
Ares Management Corp

Financial Services
1.04K
+ 14.8%
$153.38 - $183.7 $159K - $191K
8.05K $1.43M
LII
Lennox International Inc

Industrials
430
+ 3.17%
$589.36 - $678.43 $253K - $292K
14K $8.54M
CAT
Caterpillar Inc

Industrials
1.31K
+ 25.55%
$360.37 - $416.88 $470K - $544K
6.41K $2.33M
AMP
Ameriprise Financial Inc

Financial Services
178
+ 5.19%
$473.15 - $574.01 $84.2K - $102K
3.61K $1.92M
DOCU
Docusign, Inc.

Technology
46
+ 0.42%
$61.42 - $106.99 $2.83K - $4.92K
10.9K $978K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.1K
+ 28.64%
$44.33 - $49.55 $315K - $352K
31.9K $1.43M
C
Citigroup Inc

Financial Services
2.43K
+ 15.52%
$61.31 - $72.5 $149K - $176K
18.1K $1.28M
CME
Cme Group Inc.

Financial Services
831
+ 10.12%
$221.17 - $246.02 $184K - $204K
9.04K $2.1M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.53K
+ 56.42%
$185.87 - $204.12 $284K - $312K
4.24K $798K
ET
Energy Transfer LP

Energy
600
+ 0.79%
$16.05 - $19.86 $9.63K - $11.9K
76.2K $1.49M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.67K
+ 12.82%
$125.36 - $147.37 $209K - $246K
14.7K $1.93M
ORCC
Owl Rock Capital Corp

Financial Services
20.6K
+ 23.78%
N/A
107K $1.44M
XLF
Financial Sector Spdr

ETFs
4.16K
+ 17.15%
$44.89 - $51.34 $187K - $213K
28.4K $1.37M
SAIA
Saia Inc

Industrials
228
+ 2.58%
$411.44 - $569.08 $93.8K - $130K
9.08K $4.14M
FPE
First Tr Pfd Secs & Income ETF

ETFs
15.6K
+ 57.17%
$17.65 - $18.18 $276K - $284K
42.9K $760K
DASH
Door Dash, Inc.

Communication Services
1.08K
+ 36.69%
$141.93 - $180.48 $153K - $195K
4.03K $675K
SPG
Simon Property Group Inc

Real Estate
1.32K
+ 15.85%
$167.23 - $183.84 $221K - $243K
9.65K $1.66M
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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