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
GLW
Corning Inc

Technology
751
+ 2.3%
$44.11 - $49.76 $33.1K - $37.4K
33.4K $1.59M
SPYG
Spdr Portfolio

ETFs
844
+ 12.92%
$81.74 - $91.38 $69K - $77.1K
7.38K $648K
NVAX
Novavax Inc

Healthcare
70.1K
+ 70.12%
$7.22 - $14.68 $506K - $1.03M
170K $1.37M
TYL
Tyler Technologies Inc

Technology
176
+ 33.65%
$576.64 - $635.69 $101K - $112K
699 $403K
DTE
Dte Energy CO

Utilities
1.03K
+ 29.89%
$117.04 - $129.77 $120K - $133K
4.46K $538K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
9.6K
+ 54.86%
$11.12 - $11.98 $107K - $115K
27.1K $305K
ROP
Roper Technologies Inc

Industrials
255
+ 24.03%
$519.85 - $575.95 $133K - $147K
1.32K $684K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
275
+ 1.38%
$100.18 - $109.1 $27.5K - $30K
20.2K $2.12M
HXL
Hexcel Corp

Industrials
1.41K
+ 32.83%
$58.56 - $65.31 $82.8K - $92.3K
5.72K $358K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.68K
+ 24.15%
$17.93 - $18.8 $83.8K - $87.9K
24K $437K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.85K
+ 16.38%
$41.09 - $45.94 $76.2K - $85.2K
13.2K $554K
D
Dominion Energy, Inc

Utilities
4.5K
+ 10.9%
$52.63 - $60.92 $237K - $274K
45.8K $2.47M
WDC
Western Digital Corp

Technology
5.19K
+ 19.03%
$59.62 - $73.43 $309K - $381K
32.5K $1.94M
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
VIG
Vanguard Dividend Appreciation

ETFs
307
+ 0.22%
N/A
138K $25.1M
GLOB
Globant S.A.

Technology
159
+ 15.04%
$193.45 - $236.83 $30.8K - $37.7K
1.22K $260K
PNNT
Pennantpark Investment Corp

Financial Services
3.47K
+ 1.22%
$6.64 - $7.08 $23K - $24.6K
287K $2.03M
BR
Broadridge Financial Solutions, Inc.

Technology
7
+ 0.16%
$209.64 - $236.44 $1.47K - $1.66K
4.4K $995K
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
WEC
Wec Energy Group, Inc.

Utilities
660
+ 9.07%
$92.94 - $101.82 $61.3K - $67.2K
7.94K $746K
FTLS
First Tr Long/Short Equity ETF

ETFs
407
+ 4.75%
$63.1 - $67.29 $25.7K - $27.4K
8.98K $590K
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
INFL
Listed Fds Tr Horizon Kinetics

ETFs
12
+ 0.01%
$37.46 - $43.08 $450 - $517
86.3K $3.29M
AVB
Avalonbay Communities Inc

Real Estate
246
+ 12.15%
$216.28 - $237.81 $53.2K - $58.5K
2.27K $499K
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
CVX
Chevron Corp

Energy
1.15K
+ 2.05%
$141.15 - $162.53 $163K - $187K
57.3K $8.3M
ODFL
Old Dominion Freight Line, Inc.

Industrials
414
+ 22.91%
$176.4 - $231.84 $73K - $96K
2.22K $391K
XLU
Utilities Sector Spdr

ETFs
1.04K
+ 11.36%
$74.89 - $82.93 $78K - $86.3K
10.2K $772K
IVE
Ishares S&P 500 Value ETF

ETFs
262
+ 8.76%
$189.5 - $206.17 $49.6K - $54K
3.25K $621K
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
TDG
Trans Digm Group Inc

Industrials
70
+ 16.36%
$1239.0 - $1442.53 $86.7K - $101K
498 $631K
BBD
Bank Bradesco

Financial Services
15.9K
+ 135.25%
$1.87 - $2.77 $29.8K - $44.1K
27.7K $52K
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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