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
CHE
Chemed Corp

Healthcare
-23
- 0.39%
$517.44 - $613.19 $11.9K - $14.1K
5.84K $3.09M
DEO
Diageo PLC

Consumer Defensive
-1.09K
- 5.01%
$118.0 - $139.88 $128K - $152K
20.6K $2.62M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-30.6K
- 43.53%
$11.42 - $12.5 $349K - $382K
39.7K $457K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.99K
- 7.27%
$87.85 - $98.6 $174K - $196K
25.4K $2.26M
ROLL
Rbc Bearings Inc

Industrials
-1.64K
- 14.55%
N/A
9.65K $2.37M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-9K
- 15.49%
$41.74 - $49.17 $375K - $442K
49.1K $2.11M
XLC
Select Sector Spdr Tr Communic

ETFs
-5.01K
- 38.04%
$89.66 - $102.16 $449K - $511K
8.15K $789K
MDT
Medtronic PLC

Healthcare
-987
- 3.27%
$79.61 - $92.24 $78.6K - $91K
29.2K $2.33M
STX
Seagate Technology Holdings PLC

Technology
-760
- 5.76%
$86.31 - $112.64 $65.6K - $85.6K
12.4K $1.07M
ECL
Ecolab Inc.

Basic Materials
-271
- 1.87%
$234.32 - $261.43 $63.5K - $70.8K
14.2K $3.32M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-14.4K
- 57.73%
$22.39 - $23.45 $323K - $338K
10.6K $242K
ADP
Automatic Data Processing Inc

Industrials
-1.71K
- 17.25%
$280.08 - $307.97 $478K - $525K
8.19K $2.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-619
- 1.14%
$33.77 - $44.09 $20.9K - $27.3K
53.5K $1.81M
MC
Moelis & CO

Financial Services
-8.82K
- 15.06%
$65.74 - $80.49 $580K - $710K
49.7K $3.67M
IDXX
Idexx Laboratories Inc

Healthcare
-545
- 46.86%
$406.92 - $495.42 $222K - $270K
618 $255K
USB
Us Bancorp \De\

Financial Services
-7.58K
- 50.36%
$43.98 - $53.66 $333K - $407K
7.47K $357K
NKE
Nike, Inc.

Consumer Cyclical
-2.72K
- 28.72%
$73.36 - $89.13 $199K - $242K
6.74K $510K
CNI
Canadian National Railway CO

Industrials
-1.4K
- 12.21%
$100.62 - $117.12 $141K - $164K
10.1K $1.02M
IBN
Icici Bank LTD

Financial Services
-10.5K
- 21.66%
$28.69 - $31.9 $302K - $335K
38K $1.14M
VB
Vanguard Small Cap ETF

ETFs
-3.08K
- 2.2%
$233.76 - $261.58 $721K - $807K
137K $33M
FDS
Factset Research Systems Inc

Financial Services
-915
- 14.2%
$449.69 - $495.72 $411K - $454K
5.53K $2.66M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-166
- 0.27%
$56.08 - $68.53 $9.31K - $11.4K
60.6K $3.41M
GD
General Dynamics Corp

Industrials
-415
- 8.37%
$260.28 - $314.03 $108K - $130K
4.55K $1.2M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-3.99K
- 12.42%
$31.24 - $37.15 $125K - $148K
28.1K $903K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.4K
- 24.2%
$194.8 - $239.43 $468K - $575K
7.52K $1.69M
DCI
Donaldson CO Inc

Industrials
-2.64K
- 14.98%
$67.28 - $78.27 $178K - $207K
15K $1.01M
IT
Gartner Inc

Technology
-446
- 15.42%
$481.22 - $551.8 $215K - $246K
2.45K $1.19M
MILN
Global X Funds Global X Millen

ETFs
-9.31K
- 20.19%
$41.22 - $48.0 $384K - $447K
36.8K $1.65M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-4.87K
- 9.68%
$28.89 - $31.63 $141K - $154K
45.4K $1.32M
IBB
Ishares Biotechnology ETF

ETFs
-1.11K
- 12.85%
$131.21 - $148.85 $146K - $165K
7.53K $995K
KFRC
Kforce Inc

Industrials
-2.93K
- 14.84%
$53.57 - $62.47 $157K - $183K
16.8K $952K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.38K
- 8.33%
$48.48 - $49.47 $212K - $217K
48.2K $2.35M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-13.4K
- 50.11%
$14.59 - $16.93 $196K - $228K
13.4K $199K
HDB
Hdfc Bank LTD

Financial Services
-4.55K
- 15.44%
$59.45 - $68.01 $270K - $309K
24.9K $1.59M
FIS
Fidelity National Information Services, Inc.

Technology
-1.65K
- 4.28%
$80.14 - $90.95 $132K - $150K
36.9K $2.98M
NSC
Norfolk Southern Corp

Industrials
-116
- 0.73%
$230.6 - $277.0 $26.7K - $32.1K
15.7K $3.69M
AVY
Avery Dennison Corp

Industrials
-751
- 24.97%
$186.26 - $220.48 $140K - $166K
2.26K $422K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-46
- 0.12%
$106.56 - $113.11 $4.9K - $5.2K
38.1K $4.07M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-19.9K
- 62.18%
$9.94 - $11.39 $198K - $226K
12.1K $121K
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.57K
- 16.22%
$87.42 - $98.06 $225K - $252K
13.3K $1.19M
ENTG
Entegris Inc

Technology
-1.61K
- 31.56%
$97.67 - $112.92 $157K - $182K
3.49K $345K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-223
- 1.32%
$209.89 - $233.24 $46.8K - $52K
16.7K $3.55M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.71K
- 17.38%
$117.05 - $123.03 $201K - $211K
8.15K $957K
NTES
Net Ease, Inc.

Communication Services
-1.66K
- 10.34%
$76.28 - $104.26 $126K - $173K
14.4K $1.28M
EGP
Eastgroup Properties Inc

Real Estate
-556
- 11.67%
$158.74 - $185.14 $88.3K - $103K
4.21K $675K
NGG
National Grid PLC

Utilities
-1.9K
- 19.52%
$57.68 - $70.03 $109K - $133K
7.82K $464K
SNPS
Synopsys Inc

Technology
-152
- 2.34%
$485.36 - $588.0 $73.8K - $89.4K
6.35K $3.08M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-985
- 0.39%
$23.63 - $26.47 $23.3K - $26.1K
251K $5.97M
RLI
Rli Corp

Financial Services
-2.11K
- 14.31%
$151.91 - $180.89 $320K - $381K
12.6K $2.08M
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
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