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
AZN
Astrazeneca PLC

Healthcare
5.8K
+ 18.47%
$63.2 - $79.58 $366K - $461K
37.2K $2.44M
BPMC
Blueprint Medicines Corp

Healthcare
67
+ 1.98%
$82.48 - $101.39 $5.53K - $6.79K
3.45K $300K
AFL
Aflac Inc

Financial Services
227
+ 5.04%
$100.37 - $115.27 $22.8K - $26.2K
4.73K $489K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.01%
$51.09 - $55.27 $51.1 - $55.3
8.9K $455K
WHF
White Horse Finance, Inc.

Financial Services
728
+ 5.68%
$9.53 - $12.15 $6.94K - $8.85K
13.6K $131K
MDB
Mongo Db, Inc.

Technology
102
+ 9.33%
$232.81 - $350.13 $23.7K - $35.7K
1.2K $278K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
757
+ 14.0%
$32.82 - $45.55 $24.8K - $34.5K
6.16K $205K
VVV
Valvoline Inc

Energy
221
+ 4.16%
$36.18 - $43.41 $8K - $9.59K
5.54K $200K
OTIS
Otis Worldwide Corp

Industrials
138
+ 4.34%
$92.57 - $106.01 $12.8K - $14.6K
3.32K $307K
FMX
Mexican Economic Development Inc

Consumer Defensive
186
+ 5.9%
$84.71 - $99.68 $15.8K - $18.5K
3.34K $285K
FJP
First Trust Japan Alphadex Fun

ETFs
45
+ 0.37%
$50.22 - $54.42 $2.26K - $2.45K
12.2K $631K
TSCO
Tractor Supply CO

Consumer Cyclical
3.66K
+ 389.88%
$52.59 - $303.74 $193K - $1.11M
4.6K $244K
DOOO
Brp Inc.

Consumer Cyclical
132
+ 3.04%
$47.56 - $59.38 $6.28K - $7.84K
4.47K $227K
ABEV
Ambev S.A.

Consumer Defensive
2.67K
+ 4.35%
$1.85 - $2.56 $4.95K - $6.85K
64.2K $118K
WSO
Watsco Inc

Industrials
367
+ 3.2%
$466.57 - $568.78 $171K - $209K
11.8K $5.61M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1
+ 0.01%
$38.37 - $42.82 $38.4 - $42.8
12K $462K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
1.75K
+ 4.27%
$14.4 - $16.03 $25.2K - $28.1K
42.7K $614K
IWS
Ishares Russell Midcap Value E

ETFs
624
+ 1.5%
$128.08 - $140.32 $79.9K - $87.6K
42.2K $5.46M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
73
+ 1.13%
$33.05 - $43.75 $2.41K - $3.19K
6.53K $232K
SBAC
Sba Communications Corp

Real Estate
128
+ 6.57%
$198.24 - $249.31 $25.4K - $31.9K
2.08K $423K
MAS
Masco Corp

Industrials
209
+ 3.94%
$72.52 - $85.73 $15.2K - $17.9K
5.51K $399K
FEP
First Trust Europe Alphadex Fu

ETFs
23
+ 0.15%
$35.46 - $38.46 $816 - $885
15K $538K
FTCS
First Trust Capital Strength E

ETFs
18
+ 0.09%
$87.62 - $94.03 $1.58K - $1.69K
20.3K $1.78M
UITB
Usaa ETF Tr Core Intermediate

ETFs
470
+ 1.1%
$45.83 - $48.07 $21.5K - $22.6K
43.2K $1.98M
FTA
First Tr Large Cap Value

ETFs
30
+ 0.11%
$75.21 - $83.49 $2.26K - $2.5K
26.4K $2.02M
PDI
Pimco Dynamic Income Fund

Financial Services
84
+ 0.23%
$18.33 - $20.85 $1.54K - $1.75K
36.7K $673K
NOVA
Sunnova Energy International Inc.

Technology
8
+ 0.07%
$3.14 - $9.1 $25.1 - $72.8
12K $41K
FDT
First Trust Developed Markets

ETFs
255
+ 1.02%
$53.27 - $57.72 $13.6K - $14.7K
25.2K $1.36M
MPC
Marathon Petroleum Corp

Energy
208
+ 4.61%
$131.65 - $174.84 $27.4K - $36.4K
4.72K $657K
RDY
Dr Reddys Laboratories LTD

Healthcare
11.8K
+ 283.94%
$13.99 - $79.75 $165K - $939K
15.9K $251K
EXR
Extra Space Storage Inc.

Real Estate
1.14K
+ 13.98%
$142.35 - $178.32 $162K - $203K
9.27K $1.39M
ITA
Ishares Tr

ETFs
284
+ 0.96%
$144.31 - $157.31 $41K - $44.7K
29.9K $4.35M
ED
Consolidated Edison Inc

Utilities
819
+ 7.56%
$88.87 - $107.38 $72.8K - $87.9K
11.7K $1.04M
ALC
Alcon Inc

Healthcare
494
+ 5.62%
$83.87 - $99.15 $41.4K - $49K
9.28K $788K
MLM
Martin Marietta Materials Inc

Basic Materials
41
+ 0.76%
$516.5 - $619.58 $21.2K - $25.4K
5.42K $2.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
53.5K
+ 10.34%
$75.1 - $82.99 $4.02M - $4.44M
571K $43.2M
MCHP
Microchip Technology Inc

Technology
194
+ 3.75%
$55.51 - $79.05 $10.8K - $15.3K
5.36K $307K
PSA
Public Storage

Real Estate
137
+ 5.86%
$289.33 - $360.21 $39.6K - $49.3K
2.48K $741K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
77
+ 0.15%
$42.84 - $45.38 $3.3K - $3.49K
50.3K $2.16M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
5.3K
+ 3.59%
$20.17 - $21.84 $107K - $116K
153K $3.09M
TGT
Target Corp

Consumer Defensive
10
+ 0.17%
$121.59 - $160.69 $1.22K - $1.61K
6.06K $819K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.01K
+ 3.58%
$34.13 - $37.35 $68.4K - $74.9K
58K $1.98M
GE
General Electric CO

Industrials
488
+ 5.15%
$159.95 - $194.23 $78.1K - $94.8K
9.96K $1.66M
WM
Waste Management Inc

Industrials
13
+ 0.06%
$201.79 - $228.46 $2.62K - $2.97K
22.5K $4.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.42K
+ 5.17%
$58.88 - $64.8 $142K - $156K
49.2K $2.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.38K
+ 1.27%
$57.53 - $60.83 $79.3K - $83.8K
110K $6.33M
RACE
Ferrari N.V.

Consumer Cyclical
803
+ 7.53%
$422.83 - $490.34 $340K - $394K
11.5K $4.87M
FCX
Freeport Mcmoran Inc

Basic Materials
5.67K
+ 18.42%
$38.08 - $50.82 $216K - $288K
36.4K $1.39M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
1.7K
+ 0.59%
$10.67 - $11.89 $18.1K - $20.2K
288K $3.15M
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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