New Edge Wealth, LLC New Holdings in Q4 2024

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
180K
New
$26.08 - $27.65 $4.7M - $4.98M
180K $4.71M
MLN
Vaneck Long Muni ETF

ETFs
216K
New
$17.61 - $18.29 $3.8M - $3.95M
216K $3.86M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
32.5K
New
$87.56 - $119.8 $2.85M - $3.9M
32.5K $3.57M
CXSE
Wisdomtree Tr China Ex State O

ETFs
103K
New
$29.75 - $39.52 $3.06M - $4.06M
103K $3.07M
BKR
Baker Hughes CO

Energy
63K
New
$35.98 - $44.88 $2.27M - $2.83M
63K $2.58M
IWP
Ishares Russell Mid Cap Growth

ETFs
14K
New
$116.4 - $138.52 $1.63M - $1.94M
14K $1.77M
EWJ
Ishares Msci Japan ETF

ETFs
23.8K
New
$66.18 - $71.84 $1.58M - $1.71M
23.8K $1.6M
PAVE
Global X Fds Us Infrastructure

ETFs
36.3K
New
$40.41 - $45.95 $1.47M - $1.67M
36.3K $1.47M
HOOD
Robinhood Markets, Inc.

Technology
32.8K
New
$22.33 - $43.2 $732K - $1.42M
32.8K $1.22M
HDV
Ishares Core High Dividend ETF

ETFs
9.28K
New
$110.82 - $121.28 $1.03M - $1.13M
9.28K $1.04M
LRN
Stride, Inc.

Consumer Defensive
6.86K
New
$64.04 - $110.79 $439K - $760K
6.86K $713K
ACT
Enact Holdings, Inc.

Financial Services
19.6K
New
$32.36 - $36.93 $634K - $724K
19.6K $634K
BXSL
Blackstone Secured Lending Fund

Financial Services
19.4K
New
$29.25 - $33.27 $568K - $646K
19.4K $626K
AXON
Axon Enterprise, Inc.

Industrials
1.01K
New
$399.22 - $689.78 $403K - $696K
1.01K $599K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
3.47K
New
$131.85 - $172.52 $457K - $598K
3.47K $567K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
13.5K
New
$39.86 - $46.0 $537K - $619K
13.5K $565K
LBRT
Liberty Energy Inc.

Energy
27.7K
New
$16.68 - $20.84 $462K - $578K
27.7K $551K
NEU
Newmarket Corp

Basic Materials
1.01K
New
$519.96 - $563.85 $526K - $570K
1.01K $534K
FOR
Forestar Group Inc.

Real Estate
19.7K
New
$25.52 - $33.06 $502K - $650K
19.7K $509K
NMIH
Nmi Holdings, Inc.

Financial Services
13.6K
New
$36.32 - $41.53 $494K - $565K
13.6K $500K
RDN
Radian Group Inc

Financial Services
15.2K
New
$31.67 - $35.84 $482K - $546K
15.2K $483K
BCO
Brinks CO

Industrials
5.18K
New
$89.25 - $114.23 $462K - $592K
5.18K $480K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
14.6K
New
N/A
14.6K $461K
MHO
M/I Homes, Inc.

Consumer Cyclical
3.45K
New
$132.44 - $174.81 $457K - $603K
3.45K $458K
INVA
Innoviva, Inc.

Healthcare
26.1K
New
$17.35 - $20.32 $453K - $531K
26.1K $453K
GFF
Griffon Corp

Industrials
6.32K
New
$62.88 - $85.16 $397K - $538K
6.32K $450K
PFBC
Preferred Bank

Financial Services
5.19K
New
$78.18 - $96.73 $406K - $502K
5.19K $448K
HUBG
Hub Group, Inc.

Industrials
9.69K
New
$42.15 - $53.2 $408K - $515K
9.69K $431K
CATY
Cathay General Bancorp

Financial Services
8.75K
New
$41.63 - $53.85 $364K - $471K
8.75K $416K
LPG
Dorian Lpg Ltd.

Energy
16.7K
New
$22.69 - $36.35 $379K - $607K
16.7K $407K
TDC
Teradata Corp

Technology
12.6K
New
$28.47 - $33.38 $358K - $420K
12.6K $391K
RGA
Reinsurance Group Of America Inc

Financial Services
1.82K
New
$201.26 - $231.95 $367K - $423K
1.82K $389K
ALRM
Alarm.Com Holdings, Inc.

Technology
6.35K
New
$52.26 - $68.81 $332K - $437K
6.35K $385K
RMR
Rmr Group Inc.

Real Estate
18.6K
New
$20.29 - $25.78 $377K - $479K
18.6K $383K
SLVM
Sylvamo Corp

Basic Materials
4.74K
New
$78.56 - $95.69 $372K - $453K
4.74K $374K
MBIN
Merchants Bancorp

Financial Services
10.2K
New
$35.94 - $45.87 $366K - $467K
10.2K $371K
COLL
Collegium Pharmaceutical, Inc

Healthcare
12.7K
New
$28.61 - $41.86 $364K - $532K
12.7K $364K
FIX
Comfort Systems Usa Inc

Industrials
840
New
$370.68 - $504.12 $311K - $423K
840 $356K
BBSI
Barrett Business Services Inc

Industrials
8.07K
New
$35.9 - $44.34 $290K - $358K
8.07K $350K
EXEL
Exelixis, Inc.

Healthcare
10.4K
New
$25.39 - $36.46 $264K - $379K
10.4K $346K
INSW
International Seaways, Inc.

Energy
9.56K
New
$32.46 - $54.3 $310K - $519K
9.56K $343K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.73K
New
$71.77 - $92.11 $267K - $343K
3.73K $338K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.48K
New
$58.46 - $65.6 $321K - $360K
5.48K $320K
GDDY
Go Daddy Inc.

Technology
1.61K
New
$153.16 - $209.03 $247K - $337K
1.61K $317K
JXN
Jackson Financial Inc.

Financial Services
3.64K
New
$84.91 - $113.74 $309K - $413K
3.64K $316K
CTVA
Corteva, Inc.

Basic Materials
5.47K
New
$55.21 - $64.13 $302K - $351K
5.47K $311K
NI
Nisource Inc.

Utilities
8.36K
New
$33.74 - $38.25 $282K - $320K
8.36K $307K
MUSA
Murphy Usa Inc.

Consumer Cyclical
603
New
$473.11 - $555.48 $285K - $335K
603 $302K
CRAI
Cra International, Inc.

Industrials
1.61K
New
$168.27 - $206.55 $271K - $332K
1.61K $301K
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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