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
EMLP
First Tr Exchange Traded Iv

ETFs
1.39K
+ 3.44%
$33.69 - $38.24 $46.9K - $53.3K
41.9K $1.49M
TAP
Molson Coors Beverage CO

Consumer Defensive
2.34K
+ 31.43%
$53.97 - $63.88 $126K - $149K
9.79K $560K
RIOT
Riot Blockchain, Inc.

Technology
12.8K
+ 32017.5%
$7.08 - $14.97 $90.7K - $192K
12.8K $131K
OHI
Omega Healthcare Investors Inc

Real Estate
5.24K
+ 21.54%
$37.51 - $42.56 $197K - $223K
29.6K $1.12M
VCR
Vanguard Consumer Discretionar

ETFs
21
+ 0.6%
$328.51 - $401.37 $6.9K - $8.43K
3.54K $1.33M
RGTI
Rigetti Computing, Inc.

Technology
2.59K
+ 43.23%
$0.74 - $17.08 $1.92K - $44.3K
8.59K $132K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
4.27K
+ 3.26%
$36.74 - $40.43 $157K - $172K
135K $4.99M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
10.3K
+ 46.14%
$13.12 - $14.37 $135K - $147K
32.5K $441K
ZION
Zions Bancorporation, National Association

Financial Services
101
+ 0.59%
$45.62 - $61.73 $4.61K - $6.23K
17.1K $928K
IXP
Ishares Global Comm Services E

ETFs
1.21K
+ 42.74%
$92.71 - $102.47 $112K - $124K
4.04K $390K
AKAM
Akamai Technologies Inc

Technology
1.35K
+ 7.96%
N/A
18.4K $1.67M
SLRC
Slr Investment Corp.

Financial Services
5.62K
+ 19.29%
$14.9 - $16.86 $83.8K - $94.8K
34.8K $561K
CLST
Catalyst Bancorp, Inc.

Financial Services
10K
+ 86.96%
$11.22 - $11.95 $112K - $120K
21.5K $253K
RH
Rh

Consumer Cyclical
118
+ 9.15%
$311.9 - $446.04 $36.8K - $52.6K
1.41K $553K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
12.1K
+ 61.31%
$7.67 - $9.21 $92.5K - $111K
31.7K $272K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.73K
+ 9.55%
$41.09 - $45.94 $112K - $125K
31.3K $1.32M
TDW
Tidewater Inc

Energy
4.16K
+ 66.28%
$47.0 - $73.31 $196K - $305K
10.4K $571K
FTQI
First Trust ETF Vi First Trust

ETFs
5.15K
+ 18.61%
$20.23 - $21.46 $104K - $110K
32.8K $683K
MOMO
Hello Group Inc.

Communication Services
14.9K
+ 122.25%
$6.32 - $7.86 $94.4K - $117K
27.2K $209K
ZM
Zoom Video Communications, Inc.

Technology
521
+ 8.22%
$67.21 - $89.03 $35K - $46.4K
6.86K $559K
PFGC
Performance Food Group CO

Consumer Defensive
815
+ 10.93%
$78.03 - $90.57 $63.6K - $73.8K
8.27K $699K
CTVA
Corteva, Inc.

Basic Materials
2.9K
+ 10.19%
$55.21 - $64.13 $160K - $186K
31.3K $1.78M
KINS
Kingstone Companies, Inc.

Financial Services
2.47K
+ 18.6%
$8.68 - $17.7 $21.5K - $43.8K
15.8K $233K
PPL
Ppl Corp

Utilities
4.22K
+ 10.81%
$31.47 - $35.0 $133K - $148K
43.2K $1.4M
MPLX
Mplx LP

Energy
746
+ 3.34%
$43.77 - $51.66 $32.7K - $38.5K
23.1K $1.11M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.49K
+ 8.3%
$40.38 - $44.35 $141K - $155K
45.5K $1.86M
BLDE
Blade Air Mobility, Inc.

Industrials
11.5K
+ 24.68%
$3.05 - $4.74 $35.1K - $54.6K
58.2K $247K
CQP
Cheniere Energy Partners, L.P.

Energy
1.39K
+ 17.29%
$48.06 - $58.87 $66.7K - $81.7K
9.42K $500K
PSLV
Sprott Physical Silver Trust

Financial Services
14.7K
+ 36.31%
$9.65 - $11.76 $142K - $173K
55.1K $531K
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.81K
+ 2.93%
$15.97 - $16.79 $76.7K - $80.7K
169K $2.76M
WPP
Wpp PLC

Communication Services
2.08K
+ 160.68%
$49.35 - $56.55 $102K - $117K
3.37K $173K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.24K
+ 1.13%
N/A
111K $9.54M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
5.04K
+ 144.23%
$23.01 - $26.06 $116K - $131K
8.54K $197K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.48K
+ 30.88%
$39.4 - $40.57 $97.8K - $101K
10.5K $422K
CLPT
Clear Point Neuro, Inc.

Healthcare
1.43K
+ 7.27%
$10.74 - $16.68 $15.4K - $23.9K
21.1K $324K
DFAE
Dimensional ETF Tr

ETFs
5.49K
+ 32.5%
$25.36 - $28.15 $139K - $155K
22.4K $567K
STEW
Boulder Growth & Income Fund

Financial Services
5.55K
+ 7.96%
$15.33 - $16.73 $85.1K - $92.9K
75.3K $1.21M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
336
+ 1.35%
$42.05 - $48.31 $14.1K - $16.2K
25.3K $1.17M
UMBF
Umb Financial Corp

Financial Services
695
+ 22.1%
$101.15 - $127.6 $70.3K - $88.7K
3.84K $433K
KB
Kb Financial Group Inc.

Financial Services
2.65K
+ 26.14%
$56.9 - $72.19 $151K - $191K
12.8K $727K
FTHI
First Trust Exchange Traded Fd

ETFs
4.03K
+ 13.36%
$22.89 - $24.02 $92.1K - $96.7K
34.1K $794K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
20.8K
+ 6.65%
$14.43 - $15.02 $300K - $312K
333K $4.83M
GTO
Invesco Actively Managed ETF T

ETFs
6.51K
+ 6.13%
$46.33 - $48.41 $302K - $315K
113K $5.23M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.34K
+ 17.74%
$47.26 - $48.18 $110K - $113K
15.5K $735K
UNM
Unum Group

Financial Services
326
+ 5.73%
$58.88 - $77.07 $19.2K - $25.1K
6.01K $439K
MLM
Martin Marietta Materials Inc

Basic Materials
286
+ 13.14%
$516.5 - $619.58 $148K - $177K
2.46K $1.27M
MTZ
Mastec Inc

Industrials
462
+ 16.14%
$119.94 - $147.94 $55.4K - $68.3K
3.33K $452K
WDFC
Wd 40 CO

Basic Materials
475
+ 47.26%
$242.06 - $290.11 $115K - $138K
1.48K $359K
QDIV
Global X Funds S&P 500 Quality

ETFs
3.08K
+ 82.54%
$34.38 - $37.18 $106K - $115K
6.82K $235K
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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