New Edge Wealth, LLC New Holdings in Q3 2024

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INGR
Ingredion Inc

Consumer Defensive
124K
New
$111.98 - $137.59 $13.9M - $17.1M
124K $17.1M
PULS
Pgim ETF Tr

ETFs
337K
New
$49.47 - $49.8 $16.7M - $16.8M
337K $16.8M
JPIE
J P Morgan Exchange Traded Fd
302K
New
$45.17 - $46.39 $13.6M - $14M
302K $14M
URI
United Rentals, Inc.

Industrials
7.05K
New
$627.41 - $814.1 $4.42M - $5.74M
7.05K $5.71M
OLED
Universal Display Corp Pa

Technology
20.9K
New
$157.72 - $236.42 $3.3M - $4.95M
20.9K $4.4M
HTRB
Hartford Fds Total Return Bd E

ETFs
114K
New
$33.29 - $35.33 $3.79M - $4.02M
114K $3.98M
SHV
Ishares Tr

ETFs
27.8K
New
$110.05 - $110.63 $3.06M - $3.08M
27.8K $3.08M
HPE
Hewlett Packard Enterprise CO

Technology
124K
New
$16.1 - $21.44 $1.99M - $2.65M
124K $2.53M
APP
App Lovin Corp

Technology
17.1K
New
$67.14 - $130.65 $1.15M - $2.23M
17.1K $2.23M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
56K
New
$33.74 - $37.96 $1.89M - $2.12M
56K $2.1M
MILN
Global X Funds Global X Millen

ETFs
46.1K
New
$35.99 - $41.95 $1.66M - $1.93M
46.1K $1.93M
WDC
Western Digital Corp

Technology
27.3K
New
$56.25 - $80.24 $1.53M - $2.19M
27.3K $1.86M
FTCS
First Trust Capital Strength E

ETFs
20.3K
New
$83.58 - $90.94 $1.7M - $1.84M
20.3K $1.84M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
32.5K
New
$44.46 - $48.11 $1.44M - $1.56M
32.5K $1.56M
ZS
Zscaler, Inc.

Technology
8.65K
New
$155.9 - $204.47 $1.35M - $1.77M
8.65K $1.48M
SPMD
Spdr Portfolio

ETFs
26.8K
New
$50.29 - $54.92 $1.35M - $1.47M
26.8K $1.47M
HUM
Humana Inc

Healthcare
4.01K
New
$310.25 - $404.52 $1.24M - $1.62M
4.01K $1.27M
XLC
Select Sector Spdr Tr Communic

ETFs
13.2K
New
$82.16 - $90.4 $1.08M - $1.19M
13.2K $1.19M
MKC
Mccormick & CO Inc

Consumer Defensive
14.3K
New
$69.44 - $84.76 $995K - $1.21M
14.3K $1.18M
ED
Consolidated Edison Inc

Utilities
10.8K
New
$88.42 - $104.97 $958K - $1.14M
10.8K $1.13M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.8K
New
$41.02 - $46.01 $1.02M - $1.14M
24.8K $1.13M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.4K
New
$87.56 - $95.49 $994K - $1.08M
11.4K $1.08M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
23.5K
New
$43.5 - $45.75 $1.02M - $1.08M
23.5K $1.08M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.9K
New
$60.84 - $67.51 $968K - $1.07M
15.9K $1.07M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22.9K
New
$44.65 - $47.21 $1.02M - $1.08M
22.9K $1.07M
VFH
Vanguard Financial ETF

ETFs
9.2K
New
$99.27 - $111.21 $914K - $1.02M
9.2K $1.01M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
27.4K
New
$32.65 - $36.69 $896K - $1.01M
27.4K $998K
SLB
Schlumberger Limited

Energy
21.6K
New
$39.57 - $49.67 $854K - $1.07M
21.6K $905K
NTR
Nutrien Ltd.

Basic Materials
18.4K
New
$45.26 - $52.2 $834K - $962K
18.4K $885K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.4K
New
$66.31 - $74.08 $756K - $845K
11.4K $837K
TMUS
T Mobile Us, Inc.

Communication Services
4K
New
$175.14 - $206.36 $701K - $826K
4K $826K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
62.1K
New
$11.31 - $11.96 $702K - $742K
62.1K $742K
CAPL
Cross America Partners LP

Energy
33.5K
New
$18.82 - $21.27 $630K - $712K
33.5K $694K
SPOT
Spotify Technology S.A.

Communication Services
1.78K
New
$290.16 - $384.01 $518K - $685K
1.78K $657K
TDG
Trans Digm Group Inc

Industrials
428
New
$1202.03 - $1427.41 $514K - $611K
428 $610K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
25K
New
$22.38 - $23.66 $559K - $591K
25K $585K
EQR
Equity Residential

Real Estate
7.74K
New
$67.19 - $78.09 $520K - $605K
7.74K $576K
SPYG
Spdr Portfolio

ETFs
6.53K
New
$73.38 - $84.1 $479K - $550K
6.53K $541K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.36K
New
$53.41 - $57.9 $500K - $542K
9.36K $541K
BDX
Becton Dickinson & CO

Healthcare
2.07K
New
$221.47 - $242.41 $459K - $502K
2.07K $499K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
New
$36.02 - $41.68 $434K - $502K
12K $497K
MET
Metlife Inc

Financial Services
5.91K
New
$67.96 - $82.48 $402K - $487K
5.91K $487K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
9.02K
New
$46.45 - $53.68 $419K - $484K
9.02K $475K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.9K
New
$48.51 - $52.86 $432K - $470K
8.9K $470K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.95K
New
$74.26 - $78.84 $442K - $469K
5.95K $466K
AYI
Acuity Brands Inc

Industrials
1.65K
New
$222.88 - $275.47 $368K - $455K
1.65K $454K
PYXS
Pyxis Oncology, Inc.

Healthcare
116K
New
$2.83 - $3.94 $328K - $457K
116K $425K
MCHP
Microchip Technology Inc

Technology
5.17K
New
$72.0 - $95.98 $372K - $496K
5.17K $414K
DOV
Dover Corp

Industrials
2.15K
New
$172.5 - $193.03 $371K - $416K
2.15K $412K
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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