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
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2.37K
New
$98.23 - $98.97 $233K - $234K
2.37K $234K
PUK
Prudential PLC

Financial Services
12.7K
New
$16.07 - $19.33 $203K - $245K
12.7K $234K
AROC
Archrock, Inc.

Energy
11.5K
New
$17.83 - $23.35 $206K - $269K
11.5K $233K
VMC
Vulcan Materials CO

Basic Materials
929
New
$231.83 - $274.51 $215K - $255K
929 $232K
CORT
Corcept Therapeutics Inc

Healthcare
4.96K
New
$29.51 - $46.26 $146K - $229K
4.96K $229K
BRO
Brown & Brown, Inc.

Financial Services
2.19K
New
$89.11 - $105.82 $196K - $232K
2.19K $227K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.81K
New
$52.1 - $59.66 $198K - $227K
3.81K $225K
AGX
Argan Inc

Industrials
2.22K
New
$69.3 - $101.43 $154K - $225K
2.22K $225K
NEM
Newmont Corp

Basic Materials
4.21K
New
$41.65 - $55.85 $175K - $235K
4.21K $224K
VIST
Vista Energy, S.A.B. De C.V.

Energy
5.05K
New
$40.14 - $52.13 $203K - $263K
5.05K $223K
MLI
Mueller Industries Inc

Industrials
3K
New
$55.73 - $74.1 $167K - $223K
3K $222K
KBH
Kb Home

Consumer Cyclical
2.58K
New
$65.35 - $89.63 $168K - $231K
2.58K $220K
FLEX
Flex Ltd.

Technology
6.56K
New
$28.1 - $34.0 $184K - $223K
6.56K $219K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.37K
New
$53.72 - $65.35 $181K - $220K
3.37K $218K
ENPH
Enphase Energy, Inc.

Technology
1.94K
New
$95.77 - $123.65 $185K - $239K
1.94K $218K
NET
Cloudflare, Inc.

Technology
2.68K
New
$74.4 - $86.96 $199K - $233K
2.68K $216K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.24K
New
$60.1 - $66.57 $194K - $215K
3.24K $214K
KR
Kroger CO

Consumer Defensive
3.74K
New
$50.43 - $57.3 $188K - $214K
3.74K $214K
AWK
American Water Works Company, Inc.

Utilities
1.46K
New
$127.76 - $149.9 $187K - $219K
1.46K $213K
INVH
Invitation Homes Inc.

Real Estate
6.02K
New
$33.2 - $37.28 $200K - $225K
6.02K $212K
AFG
American Financial Group Inc

Financial Services
1.57K
New
$119.65 - $137.03 $188K - $215K
1.57K $211K
ON
On Semiconductor Corp

Technology
2.89K
New
$66.39 - $78.74 $192K - $227K
2.89K $209K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
17.5K
New
$11.4 - $11.99 $200K - $210K
17.5K $208K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.45K
New
$75.63 - $84.89 $185K - $208K
2.45K $205K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.93K
New
$38.51 - $41.69 $190K - $205K
4.93K $205K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.62K
New
$113.45 - $126.18 $184K - $204K
1.62K $204K
SUI
Sun Communities Inc

Real Estate
1.51K
New
$117.46 - $147.6 $177K - $223K
1.51K $204K
EXPD
Expeditors International Of Washington Inc

Industrials
1.53K
New
$116.1 - $131.42 $178K - $202K
1.53K $201K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
2.65K
New
$59.17 - $82.38 $157K - $218K
2.65K $200K
FISV
Fiserv Inc

Technology
1.5K
New
N/A
1.5K $188K
PEAK
Healthpeak Properties, Inc.

Real Estate
9.71K
New
N/A
9.71K $184K
VRT
Vertiv Holdings CO

Industrials
2.1K
New
$86.66 - $86.66 $182K - $182K
2.1K $181K
VIAV
Viavi Solutions Inc.

Technology
14.3K
New
$6.97 - $9.02 $99.8K - $129K
14.3K $129K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.5K
New
$6.71 - $8.78 $70.2K - $91.8K
10.5K $86K
EGY
Vaalco Energy Inc

Energy
14.4K
New
$5.37 - $7.28 $77.1K - $105K
14.4K $82K
BBD
Bank Bradesco

Financial Services
11.8K
New
$2.18 - $2.92 $25.6K - $34.4K
11.8K $31K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
26.5K
New
N/A
26.5K $0
21 Shares Core Ethereum ETF
10.7K
New
N/A
10.7K $0
HEIA
Heico Crp Cl A
993
New
N/A
993 $0
Brookfield Asset Managmt LTD
8.89K
New
N/A
8.89K $0
MOGA
Moog Inc Cla
1.01K
New
N/A
1.01K $0
Grayscale Bitcoin Mini Tr Bt
81K
New
N/A
81K $0
Te Connectivity PLC
15.6K
New
N/A
15.6K $0
DAUG
First Tr ETF Viii Cboe Vest Us
16.8K
New
N/A
16.8K $0
Ge Healthcare Technologies I
2.76K
New
N/A
2.76K $0
Arm Holdings PLC
11.9K
New
N/A
11.9K $0
Blackrock ETF Trust Ii
6.34K
New
N/A
6.34K $0
Canadian Pacific Kansas City
15.8K
New
N/A
15.8K $0
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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email