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
BLW
Blackrock LTD Duration Income Trust

Financial Services
70
+ 0.15%
$13.98 - $14.51 $979 - $1.02K
46.6K $657K
ALLE
Allegion PLC

Industrials
146
+ 6.43%
$130.63 - $153.36 $19.1K - $22.4K
2.42K $315K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
7
+ 0.24%
$40.0 - $52.93 $280 - $371
2.87K $115K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.06K
+ 3.57%
$11.6 - $12.83 $12.2K - $13.5K
30.6K $357K
PMX
Pimco Municipal Income Fund Iii

Financial Services
3.19K
+ 6.99%
$7.23 - $8.52 $23K - $27.2K
48.8K $359K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
161
+ 0.47%
$10.56 - $11.31 $1.7K - $1.82K
34.5K $370K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
33
+ 0.04%
$9.64 - $10.11 $318 - $334
83.1K $815K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
3.69K
+ 9.48%
$11.44 - $13.22 $42.2K - $48.8K
42.7K $491K
FMX
Mexican Economic Development Inc

Consumer Defensive
382
+ 9.68%
$84.71 - $99.68 $32.4K - $38.1K
4.33K $370K
FNDX
Schwab Fundamental U S Large C

ETFs
52.6K
+ 200.02%
$23.49 - $71.77 $1.24M - $3.77M
78.9K $1.87M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
67
+ 2.06%
$55.42 - $61.69 $3.71K - $4.13K
3.32K $183K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
352
+ 6.45%
$54.2 - $60.92 $19.1K - $21.4K
5.81K $315K
FREL
Fidelity Covington Tr Msci Rea

ETFs
3
+ 0.04%
$26.61 - $29.85 $79.8 - $89.6
8.37K $226K
MFM
Mfs Municipal Income Trust

Financial Services
116
+ 0.2%
$5.3 - $5.75 $615 - $667
56.9K $304K
BME
Black Rock Health Sciences Trust

Financial Services
880
+ 6.51%
$36.92 - $42.26 $32.5K - $37.2K
14.4K $545K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
113
+ 0.53%
$10.97 - $12.21 $1.24K - $1.38K
21.4K $236K
MCD
Mcdonalds Corp

Consumer Cyclical
5.92K
+ 4.98%
$288.47 - $316.54 $1.71M - $1.87M
125K $36.2M
ITUB
Itau Unibanco Holding S.A.

Financial Services
13.7K
+ 25.45%
$4.96 - $6.57 $67.9K - $89.9K
67.5K $334K
IT
Gartner Inc

Technology
142
+ 3.43%
$481.22 - $551.8 $68.3K - $78.4K
4.29K $2.08M
PBA
Pembina Pipeline Corp

Energy
430
+ 4.55%
$35.89 - $43.35 $15.4K - $18.6K
9.88K $365K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.27K
+ 2.84%
$17.21 - $18.41 $21.8K - $23.3K
45.9K $790K
VVV
Valvoline Inc

Energy
6.91K
+ 14.17%
$36.18 - $43.41 $250K - $300K
55.7K $2.02M
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
608
+ 2.77%
$19.11 - $21.17 $11.6K - $12.9K
22.5K $433K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
184
+ 0.87%
$83.21 - $88.08 $15.3K - $16.2K
21.3K $1.82M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
25
+ 0.27%
$30.42 - $36.45 $761 - $911
9.13K $290K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
93
+ 0.6%
$22.21 - $24.22 $2.07K - $2.25K
15.6K $345K
VAW
Vanguard Materials ETF

ETFs
5
+ 0.4%
$186.91 - $215.32 $935 - $1.08K
1.27K $237K
CSL
Carlisle Companies Inc

Industrials
98
+ 12.08%
$368.67 - $480.91 $36.1K - $47.1K
909 $335K
KIO
Kkr Income Opportunities Fund

Financial Services
1.89K
+ 4.74%
$13.03 - $15.04 $24.6K - $28.4K
41.6K $556K
AEP
American Electric Power CO Inc

Utilities
2.59K
+ 9.94%
$90.91 - $102.21 $235K - $265K
28.6K $2.64M
DSL
Double Line Income Solutions Fund

Financial Services
2.95K
+ 1.78%
$12.32 - $13.0 $36.3K - $38.3K
168K $2.12M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.39K
+ 8.55%
$30.93 - $33.94 $167K - $183K
68.3K $2.12M
AGOX
Starboard Invt Tr

ETFs
230
+ 1.03%
$27.16 - $30.0 $6.25K - $6.9K
22.5K $611K
ONTO
Onto Innovation Inc.

Technology
44
+ 4.61%
$158.54 - $225.02 $6.98K - $9.9K
999 $166K
IFN
India Fund Inc

Financial Services
290
+ 2.51%
$15.71 - $18.91 $4.56K - $5.48K
11.8K $186K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
582
+ 0.98%
$5.26 - $6.15 $3.06K - $3.58K
60.1K $316K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
1.77K
+ 3.78%
$5.84 - $6.96 $10.3K - $12.3K
48.6K $286K
PML
Pimco Municipal Income Fund Ii

Financial Services
9.83K
+ 11.34%
$8.02 - $9.52 $78.8K - $93.6K
96.5K $780K
WPC
W. P. Carey Inc.

Real Estate
485
+ 6.29%
$53.44 - $61.33 $25.9K - $29.7K
8.2K $446K
PBF
Pbf Energy Inc.

Energy
300
+ 3.14%
$25.15 - $33.71 $7.55K - $10.1K
9.85K $261K
FE
Firstenergy Corp

Utilities
7.98K
+ 10.34%
$39.14 - $44.52 $312K - $355K
85.1K $3.39M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
600
+ 2.99%
$14.79 - $17.23 $8.87K - $10.3K
20.7K $311K
VIRC
Virco Mfg Corporation

Consumer Cyclical
5
+ 0.05%
$10.21 - $16.74 $51.1 - $83.7
10.5K $108K
HISF
First Tr Exc Traded Fd Iv High

ETFs
27
+ 0.11%
$43.73 - $45.64 $1.18K - $1.23K
23.9K $1.05M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
10
+ 0.15%
$47.92 - $55.17 $479 - $552
6.8K $327K
DFIS
Dimensional ETF Tr Dimensional

ETFs
318
+ 1.44%
$24.25 - $26.7 $7.71K - $8.49K
22.5K $551K
ENTG
Entegris Inc

Technology
291
+ 5.48%
$97.67 - $112.92 $28.4K - $32.9K
5.6K $554K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
54
+ 0.19%
$48.12 - $52.79 $2.6K - $2.85K
27.9K $1.35M
ING
Ing Groep Nv

Financial Services
12.4K
+ 12.82%
$15.1 - $17.73 $187K - $220K
109K $1.71M
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
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