New Edge Advisors, LLC Incresed Positions in Q4 2024

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OGE
Oge Energy Corp.

Utilities
9.31K
+ 26.49%
$39.65 - $44.08 $369K - $410K
44.4K $1.83M
VNLA
Janus Henderson Short Duration

ETFs
8.03K
+ 82.33%
$48.82 - $49.11 $392K - $394K
17.8K $869K
ONON
On Holding Ag

Consumer Cyclical
4.91K
+ 18.53%
$46.3 - $59.54 $227K - $292K
31.4K $1.72M
PCG
Pg&E Corp

Utilities
15.5K
+ 8.36%
$19.2 - $21.63 $298K - $336K
201K $4.06M
CYBR
Cyber Ark Software Ltd.

Technology
204
+ 2.65%
$274.1 - $333.15 $55.9K - $68K
7.89K $2.63M
TRGP
Targa Resources Corp.

Energy
6
+ 0.05%
$150.58 - $207.69 $903 - $1.25K
12.6K $2.25M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
759
+ 65.49%
$338.38 - $446.21 $257K - $339K
1.92K $834K
CCK
Crown Holdings Inc

Consumer Cyclical
4.76K
+ 588.01%
$81.89 - $97.79 $390K - $465K
5.57K $460K
MHO
M/I Homes, Inc.

Consumer Cyclical
2.95K
+ 1173.31%
$132.44 - $174.81 $390K - $515K
3.2K $424K
EXP
Eagle Materials Inc

Basic Materials
2.24K
+ 53.01%
$246.48 - $315.29 $552K - $706K
6.46K $1.59M
MCO
Moodys Corp

Financial Services
804
+ 60.96%
$454.04 - $500.88 $365K - $403K
2.12K $1M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
12.5K
+ 121.34%
$30.58 - $33.39 $382K - $418K
22.8K $714K
IESC
Ies Holdings, Inc.

Industrials
1.87K
+ 103.27%
$196.89 - $309.86 $367K - $578K
3.67K $737K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.17K
+ 13.76%
$91.94 - $100.02 $476K - $517K
42.8K $3.96M
VFH
Vanguard Financial ETF

ETFs
2K
+ 12.21%
$108.87 - $126.2 $218K - $252K
18.4K $2.17M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.7K
+ 10.84%
$111.85 - $120.71 $302K - $326K
27.6K $3.18M
CTSH
Cognizant Technology Solutions Corp

Technology
4.78K
+ 70.38%
$74.37 - $82.32 $355K - $393K
11.6K $889K
OMFL
Invesco Exchange Traded Self I

ETFs
6.51K
+ 62.19%
$52.49 - $56.58 $342K - $369K
17K $921K
IXN
Ishares Global Information Tec

ETFs
3.01K
+ 6.05%
$80.67 - $87.84 $243K - $264K
52.8K $4.47M
AIA
Ishares S&P Asia 50 ETF

ETFs
5.43K
+ 1179.78%
$67.83 - $77.4 $368K - $420K
5.89K $399K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
9.17K
+ 12.79%
$61.87 - $64.86 $567K - $595K
80.9K $5.01M
LITE
Lumentum Holdings Inc.

Technology
3.82K
+ 202.01%
$61.49 - $94.9 $235K - $363K
5.71K $479K
SCI
Service Corp International

Consumer Cyclical
4.45K
+ 70.31%
$73.36 - $88.6 $326K - $394K
10.8K $859K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.61K
+ 50.63%
$104.01 - $115.38 $375K - $417K
10.7K $1.13M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
3.9K
+ 836.05%
$90.74 - $103.94 $354K - $405K
4.36K $398K
SGOL
Abrdn Gold ETF Trust

ETFs
15.1K
+ 5.39%
$24.46 - $26.62 $369K - $402K
295K $7.39M
JXN
Jackson Financial Inc.

Financial Services
4.16K
+ 188.83%
$84.91 - $113.74 $353K - $473K
6.36K $554K
MNST
Monster Beverage Corp

Consumer Defensive
6.54K
+ 29.5%
$49.24 - $56.38 $322K - $369K
28.7K $1.51M
CHK
Chesapeake Energy Corp

Energy
4.09K
+ 1610.63%
$81.46 - $87.57 $333K - $358K
4.35K $372K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.03K
+ 24.57%
$146.47 - $191.01 $150K - $196K
5.2K $968K
SNA
Snap On Inc

Industrials
168
+ 2.87%
$285.44 - $371.35 $48K - $62.4K
6.02K $2.04M
KHC
Kraft Heinz CO

Consumer Defensive
18.6K
+ 36.36%
$30.1 - $36.02 $560K - $670K
69.7K $2.14M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
35.7K
+ 36.59%
$14.59 - $16.93 $521K - $605K
133K $1.99M
VGSH
Vanguard

ETFs
6.46K
+ 15.4%
$58.02 - $58.88 $375K - $380K
48.4K $2.82M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
13.8K
+ 116.88%
$26.01 - $28.19 $359K - $389K
25.6K $669K
RF
Regions Financial Corp

Financial Services
13.5K
+ 14.54%
$22.45 - $27.47 $304K - $372K
107K $2.51M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.44K
+ 690.11%
$107.98 - $143.92 $264K - $352K
2.8K $375K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.59K
+ 115.47%
$138.3 - $192.95 $220K - $307K
2.97K $524K
RY
Royal Bank Of Canada

Financial Services
2.92K
+ 64.54%
$119.72 - $128.02 $350K - $374K
7.44K $897K
NWSA
News Corp

Communication Services
9.21K
+ 11.22%
$25.68 - $29.86 $237K - $275K
91.3K $2.51M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
3.32K
+ 3.99%
$24.84 - $30.54 $82.4K - $101K
86.4K $2.44M
CW
Curtiss Wright Corp

Industrials
914
+ 2229.27%
$335.08 - $389.49 $306K - $356K
955 $338K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.3K
+ 3.16%
$54.89 - $64.32 $71.1K - $83.3K
42.3K $2.56M
USFD
Us Foods Holding Corp.

Consumer Defensive
2.58K
+ 10.32%
$60.65 - $72.33 $157K - $187K
27.6K $1.86M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
358
+ 15.86%
$1124.26 - $1344.96 $402K - $481K
2.62K $3.29M
BNDX
Vanguard Total International B

ETFs
23.5K
+ 3.48%
$48.91 - $50.61 $1.15M - $1.19M
700K $34.3M
MFC
Manulife Financial Corp

Financial Services
9.55K
+ 42.18%
$29.21 - $32.87 $279K - $314K
32.2K $988K
AGX
Argan Inc

Industrials
2.29K
+ 1567.81%
$100.91 - $160.81 $231K - $368K
2.44K $333K
GRAB
Grab Holdings LTD

Technology
64.4K
+ 426.94%
$3.6 - $5.67 $232K - $365K
79.4K $374K
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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