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
AM
Antero Midstream Corp

Energy
1.29K
+ 8.26%
$14.22 - $15.97 $18.4K - $20.6K
16.9K $255K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
125
+ 1.39%
$51.33 - $58.78 $6.42K - $7.35K
9.14K $493K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
350
+ 8.54%
$50.0 - $50.27 $17.5K - $17.6K
4.45K $222K
XEL
Xcel Energy Inc

Utilities
133
+ 3.63%
$62.16 - $72.92 $8.27K - $9.7K
3.79K $256K
YUM
Yum Brands Inc

Consumer Cyclical
263
+ 7.35%
$130.36 - $139.54 $34.3K - $36.7K
3.84K $515K
VEEV
Veeva Systems Inc

Healthcare
67
+ 5.74%
$201.81 - $250.45 $13.5K - $16.8K
1.23K $259K
SNY
Sanofi

Healthcare
5.59K
+ 20.55%
$45.89 - $57.31 $257K - $320K
32.8K $1.58M
VOE
Vanguard Mid Cap Value Index F

ETFs
243
+ 5.47%
$160.89 - $176.18 $39.1K - $42.8K
4.69K $758K
FAAR
First Trust Vii Alternative Ab

ETFs
339
+ 1.82%
$27.44 - $28.42 $9.3K - $9.63K
18.9K $530K
FANG
Diamondback Energy, Inc.

Energy
126
+ 9.66%
$153.06 - $199.5 $19.3K - $25.1K
1.43K $234K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
960
+ 8.14%
$46.46 - $51.66 $44.6K - $49.6K
12.8K $614K
PEAK
Healthpeak Properties, Inc.

Real Estate
384
+ 3.96%
N/A
10.1K $191K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.09K
+ 200.11%
$22.01 - $66.82 $200K - $607K
13.6K $309K
ING
Ing Groep Nv

Financial Services
6.12K
+ 16.94%
$15.1 - $17.73 $92.4K - $108K
42.2K $661K
PM
Philip Morris International Inc.

Consumer Defensive
559
+ 0.95%
$118.38 - $133.06 $66.2K - $74.4K
59.7K $7.19M
PRU
Prudential Financial Inc

Financial Services
68
+ 3.8%
$114.59 - $129.52 $7.79K - $8.81K
1.86K $220K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
307
+ 12.55%
$75.65 - $83.47 $23.2K - $25.6K
2.75K $209K
BRO
Brown & Brown, Inc.

Financial Services
76
+ 3.46%
$100.93 - $113.42 $7.67K - $8.62K
2.27K $231K
BOTZ
Global X Fds

ETFs
155
+ 1.6%
$31.11 - $34.18 $4.82K - $5.3K
9.82K $313K
SLB
Schlumberger Limited

Energy
2.11K
+ 9.76%
$36.83 - $45.59 $77.6K - $96.1K
23.7K $908K
AIV
Apartment Investment & Management CO

Real Estate
212
+ 1.12%
$8.03 - $9.09 $1.7K - $1.93K
19.1K $174K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
44
+ 0.31%
N/A
14.3K $754K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
419
+ 9.0%
$56.61 - $61.63 $23.7K - $25.8K
5.07K $287K
GLP
Global Partners LP

Energy
8
+ 0.04%
$44.65 - $57.06 $357 - $456
21.5K $1M
Ark 21 Shares Bitcoin ETF
1.47K
+ 18.55%
N/A
9.36K $0
Atlassian Corporation
776
+ 37.09%
N/A
2.87K $0
Te Connectivity PLC
6.17K
+ 39.6%
N/A
21.8K $0
Lazard Inc
130
+ 1.18%
N/A
11.2K $0
Linde PLC
442
+ 9.25%
N/A
5.22K $0
MOGA
Moog Inc Cla
126
+ 12.51%
N/A
1.13K $0
Fidelity Wise Origin Bitcoin
14.2K
+ 221.86%
N/A
20.7K $0
Ishares Bitcoin Trust ETF
78K
+ 161.24%
N/A
126K $0
Gsk PLC
9.61K
+ 23.22%
N/A
51K $0
Ge Healthcare Technologies I
273
+ 9.91%
N/A
3.03K $0
Veralto Corp
1.5K
+ 19.57%
N/A
9.17K $0
Verastem Inc
27
+ 0.1%
N/A
25.9K $0
Wheels Up Experience Inc
212
+ 0.31%
N/A
67.7K $0
FTGS
First Tr Exchange Traded Fd Gr
22.8K
+ 71.54%
N/A
54.6K $0
Canadian Pacific Kansas City
6.69K
+ 42.45%
N/A
22.4K $0
Natwest Group PLC
1.63K
+ 1.8%
N/A
92.3K $0
Blackrock ETF Trust Ii
2.39K
+ 37.71%
N/A
8.73K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
289
+ 7.43%
$99.2 - $108.47 $28.7K - $31.3K
4.18K $415K
KIND
Nextdoor Holdings, Inc.

Communication Services
708
+ 2.28%
$2.28 - $2.84 $1.61K - $2.01K
31.7K $75K
ALHC
Alignment Healthcare, Inc.

Healthcare
155
+ 1.55%
$10.0 - $14.15 $1.55K - $2.19K
10.2K $114K
CBOE
Cboe Global Markets, Inc.

Financial Services
37
+ 2.89%
$191.61 - $217.84 $7.09K - $8.06K
1.32K $257K
SPSC
Sps Commerce Inc

Technology
43
+ 3.55%
$165.0 - $198.81 $7.1K - $8.55K
1.26K $230K
CMS
Cms Energy Corp

Utilities
230
+ 4.33%
$65.76 - $71.94 $15.1K - $16.5K
5.54K $369K
WCN
Waste Connections, Inc.

Industrials
17
+ 1.21%
$171.06 - $193.25 $2.91K - $3.29K
1.42K $244K
TFII
Tfi International Inc.

Industrials
8
+ 0.17%
$131.69 - $153.91 $1.05K - $1.23K
4.8K $648K
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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