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
EVR
Evercore Inc.

Financial Services
-164
- 8.21%
$247.66 - $315.67 $40.6K - $51.8K
1.83K $508K
AROC
Archrock, Inc.

Energy
-2.04K
- 17.66%
$19.92 - $26.66 $40.6K - $54.3K
9.5K $236K
REG
Regency Centers Corp

Real Estate
-26
- 0.69%
$69.77 - $75.91 $1.81K - $1.97K
3.73K $275K
KR
Kroger CO

Consumer Defensive
-164
- 4.39%
$55.21 - $63.3 $9.05K - $10.4K
3.57K $218K
FPI
Farmland Partners Inc.

Real Estate
-920
- 7.14%
$10.17 - $12.76 $9.36K - $11.7K
12K $140K
TW
Tradeweb Markets Inc.

Financial Services
-42
- 1.7%
$124.87 - $136.32 $5.24K - $5.73K
2.43K $317K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-246
- 1.53%
$124.26 - $134.12 $30.6K - $33K
15.8K $2.03M
FDX
Fedex Corp

Industrials
-14
- 0.47%
$260.5 - $305.15 $3.65K - $4.27K
2.97K $834K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-580
- 11.48%
$45.39 - $58.41 $26.3K - $33.9K
4.47K $241K
CCJ
Cameco Corp

Energy
-173
- 2.29%
$48.64 - $61.14 $8.41K - $10.6K
7.39K $379K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-2
- 0.02%
$73.49 - $86.09 $147 - $172
9.18K $707K
VGT
Vanguard Information Technolog

ETFs
-1.23K
- 5.49%
$571.78 - $647.97 $703K - $796K
21.2K $13.2M
GDS
Gds Holdings LTD

Technology
-1.35K
- 7.69%
$18.25 - $24.12 $24.6K - $32.6K
16.2K $384K
UNM
Unum Group

Financial Services
-255
- 6.35%
$58.88 - $77.07 $15K - $19.7K
3.76K $274K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-3.1K
- 3.77%
$38.88 - $44.07 $120K - $136K
78.9K $3.26M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-1
- 0.01%
$71.55 - $82.8 $71.6 - $82.8
14.7K $1.11M
MSCI
Msci Inc.

Financial Services
-10
- 0.34%
$569.09 - $635.99 $5.69K - $6.36K
2.98K $1.79M
CPRT
Copart Inc

Consumer Cyclical
-145
- 1.33%
$51.36 - $63.8 $7.45K - $9.25K
10.8K $618K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-250
- 0.6%
$11.18 - $13.68 $2.8K - $3.42K
41.4K $526K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.12K
- 3.21%
$241.48 - $274.89 $269K - $307K
33.7K $8.55M
SLRC
Slr Investment Corp.

Financial Services
-4.22K
- 3.22%
$14.9 - $16.86 $62.8K - $71.1K
127K $2.05M
OKE
Oneok Inc

Energy
-285
- 2.15%
$92.28 - $117.05 $26.3K - $33.4K
13K $1.3M
EQIX
Equinix Inc

Real Estate
-133
- 3.3%
$865.69 - $985.0 $115K - $131K
3.89K $3.67M
PAYC
Paycom Software, Inc.

Technology
-56
- 1.9%
$159.94 - $240.25 $8.96K - $13.5K
2.89K $591K
GRAB
Grab Holdings LTD

Technology
-8.82K
- 5.64%
$3.6 - $5.67 $31.8K - $50K
148K $696K
RBLX
Roblox Corp

Communication Services
-14
- 0.17%
$39.86 - $61.45 $558 - $860
8.38K $484K
ZBRA
Zebra Technologies Corp

Technology
-268
- 1.92%
$360.09 - $411.94 $96.5K - $110K
13.7K $5.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-431
- 1.96%
$77.25 - $91.3 $33.3K - $39.4K
21.5K $1.84M
AZPN
Aspen Technology, Inc.

Technology
-626
- 2.24%
$231.19 - $253.16 $145K - $158K
27.3K $6.82M
TTD
Trade Desk, Inc.

Technology
-422
- 1.58%
$108.7 - $139.51 $45.9K - $58.9K
26.2K $3.08M
CRWD
Crowd Strike Holdings, Inc.

Technology
-312
- 6.79%
$275.15 - $388.2 $85.8K - $121K
4.29K $1.47M
SNOW
Snowflake Inc.

Technology
-460
- 7.28%
$109.65 - $186.51 $50.4K - $85.8K
5.86K $904K
COIN
Coinbase Global, Inc.

Technology
-132
- 4.28%
$163.17 - $343.62 $21.5K - $45.4K
2.95K $733K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1.5K
- 3.2%
$83.95 - $99.75 $126K - $150K
45.4K $4.06M
BSX
Boston Scientific Corp

Healthcare
-540
- 1.22%
$83.62 - $91.5 $45.2K - $49.4K
43.6K $3.89M
SCHW
Schwab Charles Corp

Financial Services
-7.33K
- 8.97%
$63.31 - $82.85 $464K - $607K
74.4K $5.5M
DAL
Delta Air Lines, Inc.

Industrials
-2.95K
- 7.3%
$47.46 - $65.77 $140K - $194K
37.4K $2.26M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-156
- 6.12%
$260.53 - $404.79 $40.6K - $63.1K
2.39K $915K
GM
General Motors CO

Consumer Cyclical
-2.46K
- 5.58%
$44.82 - $60.2 $110K - $148K
41.6K $2.21M
CHH
Choice Hotels International Inc

Consumer Cyclical
-834
- 2.7%
$128.7 - $152.73 $107K - $127K
30.1K $4.27M
FDN
First Tr Fd Dow Jones

ETFs
-11
- 0.12%
$210.5 - $257.24 $2.32K - $2.83K
9.45K $2.3M
VV
Vanguard Large Cap ETF

ETFs
-182
- 0.31%
$260.27 - $280.65 $47.4K - $51.1K
58.5K $15.8M
SONO
Sonos Inc

Technology
-53.2K
- 12.29%
$11.62 - $15.07 $619K - $802K
380K $5.72M
ISRG
Intuitive Surgical Inc

Healthcare
-82
- 0.47%
$471.27 - $550.62 $38.6K - $45.2K
17.4K $9.09M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-7
- 0.07%
$173.13 - $258.09 $1.21K - $1.81K
10.2K $2.36M
PENN
Penn National Gaming Inc

Consumer Cyclical
-44.6K
- 2.9%
$18.13 - $22.34 $809K - $997K
1.49M $29.6M
TPL
Texas Pacific Land Corp

Energy
-120
- 2.49%
$915.49 - $1730.0 $110K - $208K
4.69K $5.19M
OKTA
Okta, Inc.

Technology
-3.29K
- 1.17%
$71.81 - $86.11 $236K - $283K
279K $22M
GOOG
Alphabet Inc.

Communication Services
-5.12K
- 5.15%
$163.08 - $198.16 $835K - $1.01M
94.3K $18M
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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