New Edge Advisors, LLC Purchases in Q4 2024

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
1.62K
+ 2.93%
$21.68 - $22.16 $35.1K - $35.9K
56.9K $1.23M
PFM
Invesco Exchange Traded Fd Tr

ETFs
299
+ 3.42%
$45.72 - $48.2 $13.7K - $14.4K
9.03K $414K
ISTR
Investar Holding Corp

Financial Services
6
+ 0.18%
$18.39 - $24.45 $110 - $147
3.37K $73K
IXJ
Ishares Global Healthcare ETF

ETFs
108
+ 93.91%
$85.65 - $98.34 $9.25K - $10.6K
223 $19K
EXI
Ishares Global Industrials ETF

ETFs
67
+ 36.41%
$141.14 - $152.06 $9.46K - $10.2K
251 $35K
ITRN
Ituran Location & Control Ltd.

Technology
192
+ 42.01%
$26.03 - $31.38 $5K - $6.02K
649 $20K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
94
+ 11.16%
$62.09 - $82.32 $5.84K - $7.74K
936 $62K
LVHD
Franklin U.S. Low Volatility H

ETFs
262
+ 37.97%
$38.29 - $41.26 $10K - $10.8K
952 $36K
NECB
North East Community Bancorp, Inc.

Financial Services
343
+ 161.79%
$24.13 - $31.11 $8.28K - $10.7K
555 $13K
IIGD
Invesco Exch Trd Self Indexed

ETFs
1.47K
+ 2.9%
$24.14 - $24.81 $35.4K - $36.3K
52K $1.26M
PKW
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.16%
$114.02 - $125.22 $1.6K - $1.75K
8.86K $1.02M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
542
+ 6.08%
$23.99 - $24.55 $13K - $13.3K
9.45K $226K
RPM
Rpm International Inc

Basic Materials
25
+ 1.15%
$120.09 - $140.26 $3K - $3.51K
2.2K $270K
RYAAY
Ryanair Holdings PLC

Industrials
394
+ 6.17%
$42.1 - $47.3 $16.6K - $18.6K
6.78K $295K
ALEX
Alexander & Baldwin, Inc.

Real Estate
417
New
$17.4 - $19.87 $7.26K - $8.29K
417 $7K
ATKR
Atkore Inc.

Industrials
84
+ 37.84%
$82.02 - $104.45 $6.89K - $8.77K
306 $25K
EAT
Brinker International, Inc

Consumer Cyclical
17
+ 21.79%
$78.76 - $137.19 $1.34K - $2.33K
95 $12K
CNM
Core & Main, Inc.

Industrials
150
New
$41.91 - $55.78 $6.29K - $8.37K
150 $7K
CRTO
Criteo S.A.

Communication Services
202
+ 808.0%
$33.44 - $43.41 $6.75K - $8.77K
227 $8K
ESP
Espey Mfg & Electronics Corp

Industrials
262
New
$27.42 - $32.8 $7.18K - $8.59K
262 $7K
AGM
Federal Agricultural Mortgage Corp

Financial Services
4
+ 0.6%
$181.72 - $216.45 $727 - $866
666 $131K
GME
Game Stop Corp.

Consumer Cyclical
31
+ 4.32%
$20.5 - $32.99 $636 - $1.02K
749 $23K
DINO
Hf Sinclair Corp

Energy
200
New
$33.69 - $47.67 $6.74K - $9.53K
200 $7K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
150
+ 31.65%
$46.9 - $50.96 $7.04K - $7.64K
624 $29K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
+ 0.11%
$76.53 - $94.19 $153 - $188
1.76K $150K
OPBK
Op Bancorp

Financial Services
247
+ 23.59%
$12.2 - $18.26 $3.01K - $4.51K
1.29K $20K
PAYS
Paysign, Inc.

Technology
2.41K
New
$2.93 - $4.08 $7.05K - $9.81K
2.41K $7K
PLBY
Plby Group, Inc.

Consumer Cyclical
5.04K
New
$0.68 - $1.88 $3.43K - $9.48K
5.04K $7K
RWX
Spdr Dow Jones International R

ETFs
1.25K
+ 25.43%
$22.73 - $27.57 $28.4K - $34.5K
6.17K $142K
DSP
Viant Technology Inc.

Technology
371
New
$10.7 - $21.04 $3.97K - $7.81K
371 $7K
ELA
Envela Corp

Consumer Cyclical
985
New
$5.18 - $7.88 $5.1K - $7.76K
985 $7K
AVTR
Avantor, Inc.

Basic Materials
276
+ 180.39%
$19.72 - $25.54 $5.44K - $7.05K
429 $9K
HEZU
Ishares Currency Hedged Msci E

ETFs
980
+ 3.12%
$35.18 - $36.95 $34.5K - $36.2K
32.4K $1.16M
CSTL
Castle Biosciences Inc

Healthcare
247
New
$26.52 - $34.67 $6.55K - $8.56K
247 $6K
THG
Hanover Insurance Group, Inc.

Financial Services
40
+ 800.0%
$144.81 - $165.01 $5.79K - $6.6K
45 $6K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
983
+ 177.44%
$5.19 - $7.23 $5.1K - $7.11K
1.54K $9K
SLGN
Silgan Holdings Inc

Consumer Cyclical
124
+ 9.05%
$50.6 - $57.53 $6.27K - $7.13K
1.49K $77K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1
+ 0.36%
$77.15 - $104.91 $77.2 - $105
275 $27K
EHC
Encompass Health Corp

Healthcare
412
+ 5.28%
$92.35 - $103.77 $38K - $42.8K
8.21K $758K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
20
+ 0.16%
$41.66 - $43.47 $833 - $869
12.4K $528K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 0.24%
$251.33 - $271.45 $503 - $543
846 $219K
APLE
Apple Hospitality Reit, Inc.

Real Estate
303
+ 97.74%
$14.68 - $16.32 $4.45K - $4.94K
613 $9K
BSVN
Bank7 Corp.

Financial Services
37
+ 8.55%
$36.67 - $48.38 $1.36K - $1.79K
470 $21K
CVRX
Cv Rx, Inc.

Healthcare
415
New
$6.95 - $15.83 $2.88K - $6.57K
415 $5K
EBS
Emergent Bio Solutions Inc.

Healthcare
586
New
$7.72 - $11.97 $4.52K - $7.01K
586 $5K
HGER
Harbor ETF Tr All Weather Infl
249
New
$21.78 - $23.27 $5.42K - $5.79K
249 $5K
KXI
Ishares Tr Global Consumer Sta

ETFs
99
New
$60.15 - $65.39 $5.95K - $6.47K
99 $5K
NVTS
Navitas Semiconductor Corp

Technology
1.55K
New
$1.78 - $4.35 $2.76K - $6.74K
1.55K $5K
NCSM
Ncs Multistage Holdings, Inc.

Energy
165
+ 146.02%
$17.5 - $28.37 $2.89K - $4.68K
278 $7K
Activity Summary
Buys All Purchases 2017 New Holdings 313 Increased Positions 1704 Sells All Sells 1043 Reductions 1042 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email