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
LHX
L3 Harris Technologies, Inc.

Industrials
-222
- 4.08%
$208.94 - $264.22 $46.4K - $58.7K
5.21K $1.1M
VICI
Vici Properties Inc.

Real Estate
-2.99K
- 11.36%
$28.27 - $33.19 $84.6K - $99.3K
23.3K $681K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.07K
- 24.54%
$31.23 - $33.51 $158K - $170K
15.6K $490K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-9.1K
- 14.87%
$60.17 - $75.64 $548K - $689K
52.1K $3.7M
FTV
Fortive Corp

Technology
-2.24K
- 34.5%
$71.16 - $79.68 $159K - $178K
4.25K $318K
XLI
Industrial Sector Spdr

ETFs
-1.17K
- 11.26%
$131.76 - $143.99 $154K - $169K
9.23K $1.22M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-11K
- 36.64%
$12.61 - $15.33 $139K - $169K
19K $244K
FTSL
First Trust Senior Ln Fund

ETFs
-4.3K
- 15.04%
$45.9 - $46.48 $198K - $200K
24.3K $1.12M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-973
- 10.04%
$107.06 - $123.74 $104K - $120K
8.72K $953K
IRM
Iron Mountain Inc

Real Estate
-637
- 7.53%
$101.62 - $128.14 $64.7K - $81.6K
7.82K $821K
SHEL
Shell PLC

Energy
-906
- 2.57%
$60.63 - $70.23 $54.9K - $63.6K
34.4K $2.16M
TTE
Total Energies Se

Energy
-2.48K
- 6.44%
N/A
36K $2.47M
JKHY
Henry Jack & Associates Inc

Technology
-723
- 2.23%
$171.12 - $186.18 $124K - $135K
31.7K $5.55M
SAN
Banco Santander, S.A.

Financial Services
-2.8K
- 0.98%
$4.49 - $5.05 $12.6K - $14.1K
282K $1.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.4K
- 12.31%
$67.29 - $73.38 $94.5K - $103K
10K $678K
WTS
Watts Water Technologies Inc

Industrials
-412
- 2.23%
$190.59 - $221.46 $78.5K - $91.2K
18.1K $3.67M
DGRO
Ishares Core Dividend Growth E

ETFs
-572
- 0.64%
$60.73 - $64.94 $34.7K - $37.1K
89.2K $5.47M
TT
Trane Technologies PLC

Industrials
-247
- 7.87%
$369.35 - $419.14 $91.2K - $104K
2.89K $1.07M
BANF
Bancfirst Corp

Financial Services
-3.33K
- 16.74%
$100.43 - $128.91 $334K - $429K
16.5K $1.94M
ABT
Abbott Laboratories

Healthcare
-1K
- 2.55%
$111.93 - $119.39 $112K - $120K
38.4K $4.34M
DXCM
Dexcom Inc

Healthcare
-3.03K
- 37.23%
$65.68 - $81.01 $199K - $246K
5.11K $397K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-611
- 10.05%
$131.66 - $144.0 $80.4K - $88K
5.47K $722K
EEMA
Ishares Msci Emerging Markets

ETFs
-634
- 4.5%
$71.65 - $82.07 $45.4K - $52K
13.5K $965K
BDX
Becton Dickinson & CO

Healthcare
-457
- 22.06%
$220.02 - $243.75 $101K - $111K
1.62K $366K
FHB
First Hawaiian, Inc.

Financial Services
-17.9K
- 15.12%
$22.33 - $28.3 $399K - $505K
100K $2.6M
XYL
Xylem Inc.

Industrials
-586
- 17.7%
$116.02 - $137.45 $68K - $80.5K
2.72K $316K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.43K
- 23.99%
$74.5 - $78.37 $106K - $112K
4.53K $338K
INTC
Intel Corp

Technology
-1.49K
- 5.27%
$19.07 - $26.23 $28.5K - $39.1K
26.8K $537K
RSG
Republic Services, Inc.

Industrials
-616
- 10.59%
$198.0 - $218.75 $122K - $135K
5.2K $1.05M
HPQ
Hp Inc

Technology
-1.24K
- 5.07%
$32.46 - $39.3 $40.3K - $48.7K
23.2K $757K
CSL
Carlisle Companies Inc

Industrials
-6
- 0.41%
$368.67 - $480.91 $2.21K - $2.89K
1.45K $535K
RTO
Rentokil Initial PLC

Industrials
-4.67K
- 27.05%
$22.92 - $26.98 $107K - $126K
12.6K $318K
WPC
W. P. Carey Inc.

Real Estate
-1.04K
- 15.12%
$53.44 - $61.33 $55.3K - $63.5K
5.81K $316K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.71K
- 18.27%
$56.06 - $61.35 $95.9K - $105K
7.65K $432K
GLD
Spdr Gold Trust

ETFs
-351
- 1.52%
$236.59 - $257.5 $83K - $90.4K
22.8K $5.52M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-324
- 2.38%
$108.6 - $115.42 $35.2K - $37.4K
13.3K $1.45M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-401
- 27.47%
$338.38 - $446.21 $136K - $179K
1.06K $460K
CB
Chubb LTD

Financial Services
-14
- 0.16%
$271.57 - $301.89 $3.8K - $4.23K
8.62K $2.38M
MTD
Mettler Toledo International Inc

Healthcare
-37
- 16.89%
$1160.67 - $1498.12 $42.9K - $55.4K
182 $222K
MET
Metlife Inc

Financial Services
-1.25K
- 21.08%
$78.15 - $88.25 $97.4K - $110K
4.66K $381K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-10.9K
- 12.66%
$24.92 - $32.79 $272K - $358K
75.4K $2.07M
MXI
Ishares Global Materials ETF

ETFs
-423
- 9.39%
$77.6 - $93.04 $32.8K - $39.4K
4.08K $317K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-482
- 8.11%
$42.07 - $57.72 $20.3K - $27.8K
5.46K $229K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-8.12K
- 22.81%
$4.96 - $6.57 $40.3K - $53.4K
27.5K $136K
APH
Amphenol Corp

Technology
-3.39K
- 10.61%
$62.07 - $75.35 $210K - $255K
28.5K $1.98M
GNR
Spdr S&P Global Natural Resour

ETFs
-440
- 4.63%
$48.67 - $58.43 $21.4K - $25.7K
9.07K $451K
LGOV
First Tr ETF Iv Long Duration

ETFs
-1.92K
- 5.26%
$20.75 - $22.49 $39.9K - $43.2K
34.6K $721K
HLN
Haleon PLC

Healthcare
-2.61K
- 3.85%
$9.23 - $10.71 $24K - $27.9K
65K $621K
INTU
Intuit Inc

Technology
-277
- 2.57%
$602.01 - $706.25 $167K - $196K
10.5K $6.59M
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