New Edge Wealth, LLC Sells in Q4 2024

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-554K
- 98.84%
$50.14 - $52.56 $27.8M - $29.1M
6.48K $325K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-198K
- 35.19%
$77.86 - $79.27 $15.4M - $15.7M
365K $28.4M
PULS
Pgim ETF Tr

ETFs
-249K
- 73.93%
$49.51 - $49.79 $12.4M - $12.4M
88K $4.36M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-197K
- 76.3%
$43.84 - $48.76 $8.65M - $9.63M
61.3K $2.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
-151K
- 63.56%
$57.78 - $60.4 $8.73M - $9.12M
86.6K $5.02M
IEFA
Ishares Tr

ETFs
-96.6K
- 38.76%
$70.06 - $77.43 $6.77M - $7.48M
153K $10.7M
FROG
J Frog LTD

Technology
-300K
- 75.24%
$27.22 - $32.86 $8.17M - $9.86M
98.7K $2.9M
ASH
Ashland Global Holdings Inc

Basic Materials
-55.7K
- 18.74%
$70.93 - $87.79 $3.95M - $4.89M
242K $17.3M
XLK
Technology Sector Spdr

ETFs
-35.9K
- 71.24%
$220.26 - $241.44 $7.92M - $8.68M
14.5K $3.37M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-165K
- 15.62%
$26.79 - $30.35 $4.43M - $5.02M
894K $24.3M
XOM
Exxon Mobil Corp

Energy
-36K
- 36.1%
$105.51 - $125.37 $3.8M - $4.52M
63.8K $6.86M
ASML
Asml Holding Nv

Technology
-3.4K
- 25.43%
$658.43 - $872.27 $2.24M - $2.97M
9.97K $6.91M
UNH
Unitedhealth Group Inc

Healthcare
-651
- 1.38%
$485.52 - $625.25 $316K - $407K
46.5K $23.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.12K
- 0.89%
$244.52 - $284.07 $274K - $319K
125K $30.9M
FICO
Fair Isaac Corp

Technology
-1.6K
- 49.43%
$1911.01 - $2382.4 $3.06M - $3.81M
1.64K $3.26M
VTV
Vanguard Value ETF

ETFs
-8.06K
- 2.77%
$168.32 - $181.87 $1.36M - $1.47M
283K $47.9M
ZTS
Zoetis Inc.

Healthcare
-8.18K
- 18.82%
$162.24 - $194.42 $1.33M - $1.59M
35.3K $5.75M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-55.9K
- 26.31%
$29.11 - $38.87 $1.63M - $2.17M
157K $4.58M
BHP
Bhp Group LTD

Basic Materials
-31.5K
- 40.95%
$48.78 - $62.43 $1.54M - $1.97M
45.4K $2.22M
OLED
Universal Display Corp Pa

Technology
-6.82K
- 32.58%
$146.2 - $213.81 $998K - $1.46M
14.1K $2.06M
DFS
Discover Financial Services

Financial Services
-26.1K
- 38.8%
$136.3 - $182.67 $3.55M - $4.76M
41.1K $7.12M
NVO
Novo Nordisk A S

Healthcare
-6.77K
- 14.24%
$85.0 - $120.04 $575K - $813K
40.8K $3.51M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-6.97K
- 5.29%
$238.25 - $261.28 $1.66M - $1.82M
125K $30.2M
VZ
Verizon Communications Inc

Communication Services
-42K
- 52.27%
$39.6 - $45.21 $1.66M - $1.9M
38.4K $1.53M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-5.88K
- 15.19%
$165.45 - $196.93 $972K - $1.16M
32.8K $5.44M
GMAB
Genmab A/S

Healthcare
-72.7K
- 60.18%
$20.02 - $24.15 $1.45M - $1.75M
48.1K $1M
ASX
Ase Technology Holding Co., Ltd.

Technology
-193K
- 91.9%
$9.49 - $10.74 $1.84M - $2.08M
17K $171K
DE
Deere & CO

Industrials
-4.59K
- 39.27%
$389.45 - $466.0 $1.79M - $2.14M
7.1K $3.01M
FCN
Fti Consulting, Inc

Industrials
-4.26K
- 14.79%
$190.39 - $231.2 $810K - $984K
24.5K $4.69M
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.57K
- 0.83%
$80.13 - $83.77 $286K - $299K
428K $34.4M
TER
Teradyne, Inc

Technology
-11.4K
- 28.14%
$102.58 - $133.62 $1.17M - $1.53M
29.1K $3.67M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-9.35K
- 11.95%
$59.25 - $72.99 $554K - $682K
68.9K $4.12M
NDSN
Nordson Corp

Industrials
-2.17K
- 10.04%
$208.83 - $264.36 $453K - $574K
19.4K $4.07M
TXN
Texas Instruments Inc

Technology
-8.19K
- 18.22%
N/A
36.8K $7.16M
SBUX
Starbucks Corp

Consumer Cyclical
-12.6K
- 19.4%
$87.44 - $102.5 $1.1M - $1.29M
52.3K $4.76M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-5.42K
- 17.21%
$104.0 - $138.19 $564K - $749K
26.1K $2.89M
BERY
Berry Global Group, Inc.

Consumer Cyclical
-9.82K
- 3.89%
$64.2 - $72.31 $630K - $710K
243K $15.7M
VGLT
Vanguard Long Term Treasury Et

ETFs
-6.55K
- 3.82%
$55.1 - $61.74 $361K - $404K
165K $9.13M
HMC
Honda Motor CO LTD

Consumer Cyclical
-36.5K
- 30.64%
$23.7 - $32.62 $866K - $1.19M
82.7K $2.36M
HCA
Hca Healthcare, Inc.

Healthcare
-1.52K
- 17.44%
$297.52 - $415.61 $451K - $630K
7.17K $2.15M
MSI
Motorola Solutions, Inc.

Technology
-3.19K
- 37.16%
$449.08 - $504.6 $1.43M - $1.61M
5.4K $2.5M
SMG
Scotts Miracle Gro CO

Basic Materials
-7.66K
- 19.0%
$65.14 - $93.47 $499K - $716K
32.6K $2.17M
AMT
American Tower Corp

Real Estate
-2.65K
- 16.88%
$179.4 - $232.01 $475K - $614K
13K $2.39M
DHR
Danaher Corp

Healthcare
-113
- 0.46%
$226.16 - $274.52 $25.6K - $31K
24.3K $5.58M
VEU
Vanguard Ftse All World Ex Us

ETFs
-7.08K
- 4.97%
$57.29 - $63.1 $405K - $447K
135K $7.76M
VHT
Vanguard Health Care ETF

ETFs
-3.65K
- 43.52%
$250.81 - $283.3 $915K - $1.03M
4.73K $1.2M
FTC
First Tr Lge Cap Growth

ETFs
-8.81K
- 81.29%
$130.13 - $149.09 $1.15M - $1.31M
2.03K $279K
CCI
Crown Castle International Corp

Real Estate
-4.6K
- 17.67%
$89.78 - $119.11 $413K - $547K
21.4K $1.94M
CMCSA
Comcast Corp

Communication Services
-15.8K
- 12.67%
$37.39 - $45.14 $590K - $712K
109K $4.08M
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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