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
SQ
Block, Inc.

Technology
4.94K
+ 67.92%
$65.06 - $98.92 $321K - $489K
12.2K $1.04M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 7.14%
$664750.0 - $724132.5 $665K - $724K
15 $10.2M
MSCI
Msci Inc.

Financial Services
591
+ 5.25%
$569.09 - $635.99 $336K - $376K
11.9K $7.11M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
15.6K
+ 169.17%
$36.01 - $38.42 $561K - $599K
24.8K $895K
LNT
Alliant Energy Corp

Utilities
9.46K
+ 74.53%
$56.24 - $63.63 $532K - $602K
22.1K $1.31M
AON
Aon PLC

Financial Services
1.08K
+ 9.78%
$344.14 - $393.31 $370K - $423K
12.1K $4.33M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5.83K
+ 1436.45%
$89.9 - $100.66 $524K - $587K
6.24K $563K
D
Dominion Energy, Inc

Utilities
13.9K
+ 24.3%
$52.63 - $60.92 $730K - $845K
71K $3.82M
EEM
Ishares Msci Emerging Markets

ETFs
16.9K
+ 36.92%
$41.82 - $47.36 $709K - $803K
62.9K $2.63M
POCT
Innovator U.S. Equity Power Bu

ETFs
12.3K
+ 20.63%
$38.63 - $40.03 $473K - $491K
71.7K $2.84M
GLD
Spdr Gold Trust

ETFs
2.92K
+ 1.48%
$236.59 - $257.5 $690K - $751K
200K $48.5M
OEF
Ishares S&P 100 ETF

ETFs
1.93K
+ 9.64%
N/A
22K $5.85M
FXI
Ishares Tr

ETFs
17K
+ 248.44%
$29.52 - $36.69 $502K - $624K
23.9K $726K
GTLB
Gitlab Inc.

Technology
9.01K
+ 6044.97%
$48.76 - $67.19 $439K - $605K
9.16K $515K
LANC
Lancaster Colony Corp

Consumer Defensive
2.93K
+ 6371.74%
$172.18 - $200.28 $505K - $587K
2.98K $515K
PDD
Pinduoduo Inc.

Consumer Cyclical
7.87K
+ 115.64%
$94.39 - $154.27 $743K - $1.21M
14.7K $1.42M
AXS
Axis Capital Holdings LTD

Financial Services
5.43K
+ 210.27%
$78.26 - $94.05 $425K - $510K
8.01K $709K
FSK
Fs Kkr Capital Corp

Financial Services
3.21K
+ 1.47%
$19.71 - $22.22 $63.2K - $71.3K
222K $4.82M
CNQ
Canadian Natural Resources LTD

Energy
19.4K
+ 43.83%
$29.51 - $37.6 $572K - $729K
63.6K $1.96M
DECK
Deckers Outdoor Corp

Consumer Cyclical
507
+ 5.73%
$152.04 - $211.12 $77.1K - $107K
9.35K $1.9M
JPIE
J P Morgan Exchange Traded Fd
12.5K
+ 11.78%
$45.59 - $46.25 $572K - $580K
119K $5.43M
IYE
Ishares Tr

ETFs
11.3K
+ 28.97%
$43.93 - $51.37 $496K - $580K
50.3K $2.29M
AZN
Astrazeneca PLC

Healthcare
17.7K
+ 32.37%
$63.2 - $79.58 $1.12M - $1.41M
72.5K $4.75M
IDCC
Inter Digital, Inc.

Communication Services
2.36K
+ 488.41%
$142.61 - $200.59 $336K - $473K
2.84K $550K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.69K
+ 827.34%
$101.82 - $114.06 $478K - $535K
5.26K $543K
XPO
Xpo Logistics, Inc.

Industrials
2.04K
+ 22.65%
$105.35 - $158.2 $215K - $323K
11.1K $1.45M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.3K
+ 3.26%
$129.96 - $144.97 $169K - $189K
41.3K $5.75M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
10.7K
+ 76.52%
$53.86 - $60.27 $575K - $644K
24.6K $1.33M
DDOG
Datadog, Inc.

Technology
2.34K
+ 45.84%
$113.98 - $168.65 $266K - $394K
7.44K $1.06M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.24K
+ 48.9%
$219.66 - $257.62 $711K - $834K
9.85K $2.18M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
9.85K
+ 35.78%
$49.39 - $52.31 $487K - $515K
37.4K $1.86M
BALT
Innovator Etfs Tr
14.4K
+ 55.03%
$30.76 - $31.55 $442K - $453K
40.4K $1.27M
JPIN
Jp Morgan Diversified Return I

ETFs
9.32K
+ 168.45%
$53.56 - $59.9 $499K - $558K
14.9K $795K
IWN
Ishares Russell2000 Val ETF

ETFs
3.15K
+ 15.27%
$162.69 - $181.35 $512K - $571K
23.8K $3.9M
HSBC
Hsbc Holdings PLC

Financial Services
8.25K
+ 66.78%
$43.83 - $49.51 $362K - $408K
20.6K $1.02M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
3.6K
New
$120.76 - $140.58 $435K - $506K
3.6K $459K
WTW
Willis Towers Watson PLC

Financial Services
1.42K
+ 143.03%
$287.99 - $332.53 $408K - $471K
2.41K $749K
ZG
Zillow Group, Inc.

Communication Services
6.47K
New
$56.08 - $82.33 $363K - $533K
6.47K $458K
R
Ryder System Inc

Industrials
1.34K
+ 6.17%
$138.78 - $170.03 $186K - $228K
23.1K $3.62M
XYLD
Global X Fds S&P 500 Covered C

ETFs
10.3K
+ 27.24%
$40.86 - $43.42 $422K - $448K
48.2K $2.02M
MCY
Mercury General Corp

Financial Services
6.69K
+ 2230.0%
$62.82 - $78.96 $420K - $528K
6.99K $464K
NDAQ
Nasdaq, Inc.

Financial Services
5.25K
+ 56.21%
$70.87 - $83.05 $372K - $436K
14.6K $1.13M
OTTR
Otter Tail Corp

Utilities
6.65K
+ 63.07%
$73.59 - $85.52 $489K - $569K
17.2K $1.27M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
141
+ 4.0%
$260.53 - $404.79 $36.7K - $57.1K
3.66K $1.4M
TXN
Texas Instruments Inc

Technology
2.29K
+ 3.73%
N/A
63.7K $12.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
10.3K
+ 26.48%
$70.63 - $78.23 $727K - $805K
49.2K $3.49M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.09K
+ 0.45%
$51.31 - $55.61 $56K - $60.7K
242K $12.9M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
9.11K
+ 5.44%
$47.5 - $47.86 $433K - $436K
177K $8.4M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
25.4K
+ 55.25%
$19.47 - $20.95 $495K - $533K
71.4K $1.39M
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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