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
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
1.25K
+ 1.98%
$9.75 - $10.91 $12.1K - $13.6K
64.3K $627K
PPG
Ppg Industries Inc

Basic Materials
1.44K
+ 8.5%
$119.09 - $131.37 $171K - $189K
18.4K $2.2M
ALC
Alcon Inc

Healthcare
184
+ 4.36%
$83.87 - $99.15 $15.4K - $18.2K
4.4K $373K
NGG
National Grid PLC

Utilities
440
+ 5.98%
$57.68 - $70.03 $25.4K - $30.8K
7.8K $463K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
13
+ 0.03%
$20.35 - $21.68 $265 - $282
46.6K $960K
NUDM
Nuveen Esg International Devel

ETFs
775
+ 3.57%
$30.06 - $33.38 $23.3K - $25.9K
22.5K $676K
CTRE
Care Trust Reit, Inc.

Real Estate
1.94K
+ 6.84%
$26.8 - $32.79 $51.9K - $63.5K
30.2K $817K
OTIS
Otis Worldwide Corp

Industrials
514
+ 5.62%
$92.57 - $106.01 $47.6K - $54.5K
9.65K $893K
BHK
Blackrock Core Bond Trust

Financial Services
1.51K
+ 3.34%
$10.39 - $12.03 $15.7K - $18.1K
46.7K $488K
DVY
Ishares Tr

ETFs
1.75K
+ 2.31%
$129.55 - $143.41 $226K - $250K
77.5K $10.2M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
925
+ 2.77%
$32.75 - $35.81 $30.3K - $33.1K
34.3K $1.13M
TT
Trane Technologies PLC

Industrials
666
+ 4.25%
$369.35 - $419.14 $246K - $279K
16.3K $6.03M
IIM
Invesco Value Municipal Income Trust

Financial Services
208
+ 0.34%
$11.71 - $12.93 $2.44K - $2.69K
62.3K $740K
EEMV
Ishares Msci Emerging Markets

ETFs
931
+ 3.81%
$57.85 - $63.11 $53.9K - $58.8K
25.3K $1.47M
XYL
Xylem Inc.

Industrials
112
+ 2.87%
$116.02 - $137.45 $13K - $15.4K
4.02K $466K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
3.88K
+ 4.95%
$23.17 - $26.26 $90K - $102K
82.3K $1.98M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.75K
+ 1.04%
$48.48 - $49.47 $133K - $136K
268K $13.1M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.72K
+ 4.43%
$12.1 - $13.52 $57.2K - $63.9K
111K $1.37M
IBMO
Ishares Tr Ibonds December 202

ETFs
1.81K
+ 0.33%
$25.4 - $25.62 $46.1K - $46.4K
559K $14.2M
RWR
Spdr Dow Jones Reit ETF

ETFs
37
+ 0.42%
$97.84 - $108.61 $3.62K - $4.02K
8.78K $867K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
194
+ 0.72%
$24.04 - $26.75 $4.66K - $5.19K
27.2K $659K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
989
+ 3.97%
$36.06 - $39.96 $35.7K - $39.5K
25.9K $936K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
268
+ 2.06%
$42.32 - $55.35 $11.3K - $14.8K
13.3K $566K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
3.87K
+ 5.14%
$28.89 - $31.63 $112K - $122K
79.1K $2.31M
VFMV
Vanguard Wellington Fd

ETFs
42
+ 0.06%
$120.0 - $127.93 $5.04K - $5.37K
68.4K $8.25M
VOD
Vodafone Group Public LTD CO

Communication Services
246
+ 0.51%
$8.37 - $9.95 $2.06K - $2.45K
48.1K $408K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
651
+ 0.61%
$9.77 - $10.51 $6.36K - $6.84K
107K $1.04M
FEMB
First Tr ETF Emerging Markets

ETFs
1.9K
+ 4.7%
$25.98 - $28.92 $49.5K - $55.1K
42.4K $1.1M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
912
+ 12.47%
$49.78 - $66.55 $45.4K - $60.7K
8.23K $411K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
615
+ 12.75%
$104.0 - $138.19 $64K - $85K
5.44K $602K
WY
Weyerhaeuser CO

Real Estate
726
+ 4.36%
$27.21 - $33.7 $19.8K - $24.5K
17.4K $489K
HSY
Hershey CO

Consumer Defensive
331
+ 5.6%
$168.67 - $193.65 $55.8K - $64.1K
6.24K $1.06M
GSL
Global Ship Lease, Inc.

Industrials
1
+ 0.01%
$21.21 - $26.31 $21.2 - $26.3
15.7K $342K
BTU
Peabody Energy Corp

Energy
1.87K
+ 8.89%
$19.81 - $29.8 $37.1K - $55.8K
23K $480K
MMM
3 M CO

Industrials
2.35K
+ 4.6%
$124.74 - $137.12 $293K - $322K
53.4K $6.9M
FYLD
Cambria Foreign Shareholder Yi

ETFs
39
+ 0.12%
$24.86 - $27.99 $970 - $1.09K
32.2K $812K
AGI
Alamos Gold Inc

Basic Materials
854
+ 1.19%
$17.54 - $21.38 $15K - $18.3K
72.8K $1.34M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
7.79K
+ 4.17%
$10.95 - $12.01 $85.3K - $93.6K
195K $2.15M
COPX
Global X Copper Miners ETF

ETFs
1.42K
+ 8.51%
$38.17 - $48.57 $54.4K - $69.2K
18.2K $693K
ODFL
Old Dominion Freight Line, Inc.

Industrials
162
+ 2.7%
$176.4 - $231.84 $28.6K - $37.6K
6.15K $1.09M
XCEM
Columbia ETF Tr Ii

ETFs
402
+ 1.04%
$29.6 - $32.67 $11.9K - $13.1K
39.1K $1.16M
IDU
Ishares Tr U S Utils ETF

ETFs
137
+ 0.66%
$94.65 - $105.73 $13K - $14.5K
21K $2.02M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.51K
+ 11.84%
$75.95 - $88.05 $267K - $309K
33.1K $2.53M
TRMD
Torm PLC

Energy
1.69K
+ 16.39%
$17.97 - $33.22 $30.3K - $56K
12K $232K
VGLT
Vanguard Long Term Treasury Et

ETFs
4.75K
+ 7.71%
$55.1 - $61.74 $262K - $293K
66.4K $3.68M
VONV
Vanguard Russell 1000 Value Et

ETFs
498
+ 0.65%
$80.87 - $87.69 $40.3K - $43.7K
77.4K $6.29M
CARR
Carrier Global Corp

Industrials
4.53K
+ 12.5%
$66.69 - $82.65 $302K - $374K
40.7K $2.78M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.52K
+ 8.62%
$99.04 - $109.59 $942K - $1.04M
120K $11.9M
SIVR
Abrdn Silver ETF Trust

ETFs
2.86K
+ 2.88%
$27.61 - $33.22 $78.9K - $94.9K
102K $2.82M
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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