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
HUBS
Hubspot Inc

Technology
404
+ 38.92%
$450.09 - $592.58 $182K - $239K
1.44K $766K
WEC
Wec Energy Group, Inc.

Utilities
239
+ 3.39%
$77.68 - $96.19 $18.6K - $23K
7.28K $700K
IOT
Samsara Inc.

Technology
1.12K
+ 17.44%
$34.85 - $49.75 $39.1K - $55.8K
7.55K $363K
INFY
Infosys LTD

Technology
4.52K
+ 36.99%
$18.76 - $23.28 $84.9K - $105K
16.8K $373K
IDXX
Idexx Laboratories Inc

Healthcare
254
+ 27.94%
$455.08 - $517.19 $116K - $131K
1.16K $587K
ITW
Illinois Tool Works Inc

Industrials
58
+ 1.14%
$233.14 - $263.97 $13.5K - $15.3K
5.16K $1.35M
RSG
Republic Services, Inc.

Industrials
518
+ 9.78%
$189.34 - $208.21 $98.1K - $108K
5.82K $1.17M
YUM
Yum Brands Inc

Consumer Cyclical
846
+ 30.98%
$125.95 - $139.96 $107K - $118K
3.58K $499K
WY
Weyerhaeuser CO

Real Estate
2.18K
+ 18.52%
$27.05 - $33.84 $59K - $73.8K
14K $472K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
20
+ 0.15%
$104.5 - $114.97 $2.09K - $2.3K
13.6K $1.56M
AVY
Avery Dennison Corp

Industrials
587
+ 24.25%
$202.27 - $224.18 $119K - $132K
3.01K $664K
MRVL
Marvell Technology, Inc.

Technology
1.62K
+ 20.88%
$56.15 - $76.24 $90.9K - $123K
9.37K $675K
VOE
Vanguard Mid Cap Value Index F

ETFs
375
+ 9.21%
$149.02 - $167.67 $55.9K - $62.9K
4.45K $745K
AVB
Avalonbay Communities Inc

Real Estate
444
+ 28.08%
$200.95 - $234.65 $89.2K - $104K
2.03K $456K
IWB
Ishares Tr Russell 1000 ETF

ETFs
166
+ 3.66%
$283.28 - $314.39 $47K - $52.2K
4.71K $1.48M
HMC
Honda Motor CO LTD

Consumer Cyclical
5.83K
+ 5.14%
$29.02 - $33.61 $169K - $196K
119K $3.78M
PSLV
Sprott Physical Silver Trust

Financial Services
1.84K
+ 0.87%
$9.17 - $10.84 $16.8K - $19.9K
212K $2.21M
SUB
Ishares Short Term National Mu

ETFs
493
+ 1.1%
$104.3 - $106.3 $51.4K - $52.4K
45.3K $4.81M
DASH
Door Dash, Inc.

Communication Services
232
+ 8.55%
$100.28 - $143.99 $23.3K - $33.4K
2.95K $420K
VICI
Vici Properties Inc.

Real Estate
17
+ 0.06%
$27.64 - $34.08 $470 - $579
26.3K $877K
FTV
Fortive Corp

Technology
1.24K
+ 23.65%
$67.01 - $79.2 $83.2K - $98.4K
6.49K $512K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
163
+ 19.43%
$523.84 - $572.02 $85.4K - $93.2K
1K $570K
WST
West Pharmaceutical Services Inc

Healthcare
515
+ 44.36%
$277.16 - $333.3 $143K - $172K
1.68K $503K
BCS
Barclays PLC

Financial Services
7.04K
+ 29.67%
$10.59 - $12.45 $74.6K - $87.7K
30.8K $373K
TTE
Total Energies Se

Energy
659
+ 1.74%
$68.61 - $68.61 $45.2K - $45.2K
38.5K $2.64M
GMAB
Genmab A/S

Healthcare
8.29K
+ 7.38%
$23.84 - $28.48 $198K - $236K
121K $2.94M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
977
+ 9.03%
$43.9 - $52.34 $42.9K - $51.1K
11.8K $606K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
189
+ 3.21%
$125.95 - $142.04 $23.8K - $26.8K
6.08K $863K
VBK
Vanguard Small Cap Growth ETF

ETFs
210
+ 6.58%
$240.48 - $267.94 $50.5K - $56.3K
3.4K $909K
KRG
Kite Realty Group Trust

Real Estate
80
+ 0.31%
$21.76 - $26.86 $1.74K - $2.15K
25.6K $679K
ALL
Allstate Corp

Financial Services
269
+ 14.14%
$158.43 - $192.86 $42.6K - $51.9K
2.17K $411K
ABEV
Ambev S.A.

Consumer Defensive
39.3K
+ 176.84%
$2.04 - $2.44 $80.2K - $95.9K
61.5K $150K
EVR
Evercore Inc.

Financial Services
74
+ 3.85%
$211.0 - $258.67 $15.6K - $19.1K
2K $506K
ET
Energy Transfer LP

Energy
7.19K
+ 10.51%
$15.43 - $16.44 $111K - $118K
75.6K $1.21M
FDN
First Tr Fd Dow Jones

ETFs
174
+ 1.87%
$183.68 - $212.48 $32K - $37K
9.46K $2M
ENB
Enbridge Inc

Energy
229
+ 1.27%
$35.27 - $41.18 $8.08K - $9.43K
18.3K $743K
IQV
Iqvia Holdings Inc.

Healthcare
157
+ 6.56%
$206.81 - $251.55 $32.5K - $39.5K
2.55K $603K
FRT
Federal Realty Investment Trust

Real Estate
20
+ 0.3%
$100.42 - $117.38 $2.01K - $2.35K
6.66K $765K
TW
Tradeweb Markets Inc.

Financial Services
467
+ 23.35%
$104.25 - $123.67 $48.7K - $57.8K
2.47K $305K
DOCU
Docusign, Inc.

Technology
8
+ 0.07%
$49.73 - $62.53 $398 - $500
10.8K $672K
RPM
Rpm International Inc

Basic Materials
312
+ 7.57%
$103.91 - $125.03 $32.4K - $39K
4.43K $536K
RJF
Raymond James Financial Inc

Financial Services
782
+ 32.53%
$106.39 - $125.13 $83.2K - $97.9K
3.19K $390K
BAP
Credicorp LTD

Financial Services
143
+ 4.26%
$158.09 - $185.0 $22.6K - $26.5K
3.5K $633K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
6.15K
+ 17.3%
$9.89 - $11.43 $60.8K - $70.2K
41.7K $458K
TRNO
Terreno Realty Corp

Real Estate
145
+ 1.36%
$59.43 - $71.02 $8.62K - $10.3K
10.8K $719K
SQ
Block, Inc.

Technology
1.03K
+ 13.61%
$57.21 - $72.07 $58.8K - $74K
8.57K $575K
EMR
Emerson Electric CO

Industrials
839
+ 17.5%
$98.19 - $118.87 $82.4K - $99.7K
5.63K $615K
NYF
Ishares New York Muni Bond ETF

ETFs
994
+ 2.75%
$53.13 - $54.36 $52.8K - $54K
37.2K $2.02M
ACWI
Ishares Msci Acwi ETF

ETFs
150
+ 1.54%
$107.24 - $119.84 $16.1K - $18K
9.86K $1.18M
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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