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
VBR
Vanguard Small Cap Value ETF

ETFs
858
+ 16.25%
$179.99 - $201.6 $154K - $173K
6.14K $1.23M
WIT
Wipro LTD

Technology
22.4K
+ 7.02%
$5.66 - $6.89 $127K - $154K
341K $2.21M
MFC
Manulife Financial Corp

Financial Services
7.96K
+ 82.3%
$24.13 - $29.63 $192K - $236K
17.6K $521K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.11K
+ 38.78%
$194.66 - $225.97 $216K - $251K
3.97K $874K
AFL
Aflac Inc

Financial Services
1.77K
+ 64.93%
$88.52 - $111.8 $157K - $198K
4.5K $503K
CPRT
Copart Inc

Consumer Cyclical
5.15K
+ 89.24%
$49.19 - $55.54 $253K - $286K
10.9K $572K
IT
Gartner Inc

Technology
191
+ 7.07%
$441.32 - $516.47 $84.3K - $98.6K
2.89K $1.47M
PAYC
Paycom Software, Inc.

Technology
1.24K
+ 73.1%
$140.16 - $173.86 $174K - $216K
2.94K $489K
ORCC
Owl Rock Capital Corp

Financial Services
18K
+ 26.2%
N/A
86.7K $1.16M
SHG
Shinhan Financial Group CO LTD

Financial Services
7.47K
+ 8.22%
$34.61 - $34.61 $259K - $259K
98.3K $3.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
57
+ 0.15%
$106.11 - $113.72 $6.05K - $6.48K
38.2K $4.31M
GWW
W.W. Grainger, Inc.

Industrials
157
+ 32.51%
$896.19 - $1044.18 $141K - $164K
640 $664K
DCI
Donaldson CO Inc

Industrials
2.6K
+ 17.28%
$69.34 - $74.86 $180K - $194K
17.6K $1.3M
XLU
Utilities Sector Spdr

ETFs
1.58K
+ 20.8%
$67.67 - $80.78 $107K - $127K
9.17K $740K
TRGP
Targa Resources Corp.

Energy
361
+ 4.17%
$127.86 - $156.46 $46.2K - $56.5K
9.03K $1.34M
PODD
Insulet Corp

Healthcare
747
+ 58.45%
$180.69 - $239.01 $135K - $179K
2.03K $471K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.55K
+ 34.89%
$71.45 - $75.64 $182K - $193K
9.84K $739K
SBAC
Sba Communications Corp

Real Estate
645
+ 49.5%
$189.0 - $245.01 $122K - $158K
1.95K $468K
MAR
Marriott International Inc

Consumer Cyclical
778
+ 31.69%
$211.35 - $255.11 $164K - $198K
3.23K $803K
COF
Capital One Financial Corp

Financial Services
1.28K
+ 83.9%
$131.42 - $153.05 $168K - $195K
2.8K $419K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
149
+ 1.48%
$138.85 - $182.81 $20.7K - $27.2K
10.2K $1.81M
CVS
Cvs Health Corp

Healthcare
2.64K
+ 24.38%
$55.81 - $63.18 $148K - $167K
13.5K $847K
PLTR
Palantir Technologies Inc.

Technology
1.21K
+ 8.86%
$24.09 - $37.95 $29.1K - $45.8K
14.8K $551K
AEP
American Electric Power CO Inc

Utilities
1.62K
+ 60.81%
$87.11 - $104.95 $141K - $170K
4.28K $438K
LYG
Lloyds Banking Group PLC

Financial Services
11.8K
+ 2.67%
$2.73 - $3.17 $32.2K - $37.4K
455K $1.41M
SPG
Simon Property Group Inc

Real Estate
398
+ 5.02%
$146.09 - $170.11 $58.1K - $67.7K
8.33K $1.41M
VXF
Vanguard Extended Market ETF

ETFs
742
+ 14.25%
$163.98 - $182.92 $122K - $136K
5.95K $1.08M
CPNG
Coupang, Inc.

Consumer Cyclical
6.39K
+ 57.05%
$19.79 - $24.92 $127K - $159K
17.6K $432K
DTE
Dte Energy CO

Utilities
1.23K
+ 55.76%
$108.67 - $128.41 $134K - $158K
3.44K $441K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.75K
+ 61.22%
$217.89 - $392.15 $380K - $685K
4.6K $1.29M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.53K
+ 35.71%
$49.93 - $51.15 $176K - $181K
13.4K $685K
ACGL
Arch Capital Group Ltd.

Financial Services
1.44K
+ 55.99%
$94.47 - $114.25 $136K - $165K
4.02K $450K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
915
+ 4.81%
$91.37 - $101.65 $83.6K - $93K
20K $2.03M
MPWR
Monolithic Power Systems Inc

Technology
112
+ 14.04%
$757.04 - $947.16 $84.8K - $106K
910 $841K
DT
Dynatrace, Inc.

Technology
2.41K
+ 39.27%
$40.49 - $53.47 $97.4K - $129K
8.53K $456K
AMP
Ameriprise Financial Inc

Financial Services
79
+ 2.36%
$391.53 - $469.81 $30.9K - $37.1K
3.43K $1.61M
JCI
Johnson Controls International PLC

Industrials
1.3K
+ 19.35%
$65.52 - $77.61 $84.9K - $101K
7.99K $620K
TGT
Target Corp

Consumer Defensive
843
+ 16.19%
$133.47 - $159.25 $113K - $134K
6.05K $943K
DELL
Dell Technologies Inc.

Technology
3.18K
+ 29.8%
$87.89 - $145.97 $280K - $465K
13.9K $1.64M
SAN
Banco Santander, S.A.

Financial Services
8K
+ 2.89%
$4.37 - $5.16 $34.9K - $41.3K
284K $1.45M
KFRC
Kforce Inc

Industrials
2.9K
+ 17.25%
$59.4 - $70.22 $172K - $204K
19.7K $1.21M
NGG
National Grid PLC

Utilities
681
+ 7.54%
$57.14 - $70.48 $38.9K - $48K
9.72K $676K
EGP
Eastgroup Properties Inc

Real Estate
478
+ 11.16%
$169.51 - $191.71 $81K - $91.6K
4.76K $888K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
757
+ 2.41%
$31.95 - $38.02 $24.2K - $28.8K
32.1K $1.2M
AZN
Astrazeneca PLC

Healthcare
2.03K
+ 6.92%
$76.67 - $87.62 $156K - $178K
31.4K $2.45M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
894
+ 7.47%
$58.35 - $66.29 $52.2K - $59.3K
12.9K $852K
MLM
Martin Marietta Materials Inc

Basic Materials
321
+ 6.34%
$502.48 - $593.35 $161K - $190K
5.38K $2.9M
IWN
Ishares Russell2000 Val ETF

ETFs
631
+ 18.46%
$150.05 - $171.34 $94.7K - $108K
4.05K $675K
MNST
Monster Beverage Corp

Consumer Defensive
2.46K
+ 20.36%
$45.01 - $52.47 $111K - $129K
14.5K $758K
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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