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
DNN
Denison Mines Corp.

Energy
43K
+ 23.84%
$1.8 - $2.39 $77.5K - $103K
224K $402K
DSGX
Descartes Systems Group Inc

Technology
336
+ 10.87%
$100.21 - $121.37 $33.7K - $40.8K
3.43K $389K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
7.01K
+ 27.15%
$6.27 - $8.49 $43.9K - $59.5K
32.8K $239K
UL
Unilever PLC

Consumer Defensive
8.08K
+ 17.23%
$56.7 - $64.64 $458K - $522K
55K $3.12M
FUL
Fuller H B CO

Basic Materials
2.61K
+ 29.31%
$67.09 - $80.64 $175K - $210K
11.5K $776K
LFT
Lument Finance Trust, Inc.

Real Estate
27K
+ 79.19%
$2.38 - $2.76 $64.3K - $74.6K
61.2K $156K
NEO
Neogenomics Inc

Healthcare
2.56K
+ 15.92%
$13.0 - $18.43 $33.3K - $47.1K
18.6K $306K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
1.68K
+ 265.04%
$39.69 - $41.26 $66.8K - $69.4K
2.32K $94K
FINV
Fin Volution Group

Financial Services
10K
+ 381.1%
$5.75 - $7.13 $57.5K - $71.3K
12.6K $85K
PB
Prosperity Bancshares Inc

Financial Services
715
+ 15.48%
$70.04 - $85.07 $50.1K - $60.8K
5.33K $401K
CAG
Conagra Brands Inc.

Consumer Defensive
5.42K
+ 31.53%
$26.48 - $32.72 $143K - $177K
22.6K $626K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
115
+ 1.58%
$563.99 - $620.12 $64.9K - $71.3K
7.41K $4.22M
INTF
Ishares Tr

ETFs
4.84K
+ 17.69%
$28.54 - $31.26 $138K - $151K
32.2K $924K
PXE
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 9.56%
$28.09 - $32.7 $62.8K - $73.1K
25.6K $757K
TKNO
Alpha Teknova, Inc.

Healthcare
1.95K
+ 14.28%
$4.55 - $8.97 $8.89K - $17.5K
15.6K $130K
MSGS
Madison Square Garden Sports Corp.

Communication Services
62
+ 2.17%
$208.82 - $235.85 $12.9K - $14.6K
2.91K $657K
FLR
Fluor Corp

Industrials
1.08K
+ 17.72%
$46.92 - $58.93 $50.7K - $63.7K
7.18K $354K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
1.53K
+ 25.98%
$48.18 - $50.13 $73.9K - $76.8K
7.43K $358K
KMDA
Kamada LTD

Healthcare
8.26K
+ 54.21%
$5.17 - $6.27 $42.7K - $51.8K
23.5K $143K
ISSC
Innovative Solutions & Support Inc

Industrials
1.71K
+ 7.51%
$6.19 - $8.75 $10.6K - $15K
24.5K $209K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
6.32K
+ 47.54%
$10.26 - $10.82 $64.8K - $68.4K
19.6K $203K
BRAG
Bragg Gaming Group Inc.

Communication Services
17.7K
+ 589766.69%
$3.13 - $5.15 $55.4K - $91.1K
17.7K $60K
OPFI
Opp Fi Inc.

Technology
831
+ 4.75%
$4.47 - $8.33 $3.71K - $6.92K
18.3K $142K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
12.4K
+ 956.54%
$1.38 - $4.81 $17.2K - $59.8K
13.7K $61K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.07K
+ 9.51%
$47.07 - $48.75 $50.6K - $52.4K
12.4K $591K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
10.7K
+ 16.15%
$10.7 - $11.74 $115K - $126K
77.1K $833K
UBS
Ubs Group Ag

Financial Services
2.69K
+ 7.1%
$29.78 - $33.08 $80K - $88.8K
40.5K $1.23M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
179
+ 5.46%
$180.39 - $205.43 $32.3K - $36.8K
3.46K $655K
AX
Axos Financial, Inc.

Financial Services
850
+ 1700.0%
$59.93 - $86.6 $50.9K - $73.6K
900 $62K
CTO
Cto Realty Growth, Inc.

Real Estate
3K
+ 300.0%
$18.57 - $20.65 $55.7K - $61.9K
4K $78K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
1.32K
+ 31.51%
$60.27 - $66.27 $79.6K - $87.5K
5.51K $336K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
7.55K
+ 48.79%
$9.94 - $11.39 $75K - $86K
23K $230K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
1.3K
+ 25.82%
$49.43 - $52.12 $64.4K - $67.9K
6.35K $313K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
340
+ 2.13%
$44.28 - $51.47 $15.1K - $17.5K
16.3K $772K
WEC
Wec Energy Group, Inc.

Utilities
1.76K
+ 3.49%
$92.94 - $101.82 $164K - $179K
52.3K $4.91M
ADSK
Autodesk, Inc.

Technology
229
+ 1.92%
N/A
12.2K $2.99M
DT
Dynatrace, Inc.

Technology
916
+ 14.37%
$51.09 - $59.6 $46.8K - $54.6K
7.29K $396K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
2.5K
+ 20.5%
$19.86 - $21.15 $49.7K - $52.9K
14.7K $304K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
823
+ 15.69%
$67.57 - $76.22 $55.6K - $62.7K
6.07K $419K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
7.18K
+ 16.97%
$11.12 - $11.98 $79.8K - $86K
49.5K $558K
PFG
Principal Financial Group Inc

Financial Services
1.25K
+ 25.92%
$74.91 - $91.26 $93.3K - $114K
6.05K $468K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
682
+ 16.6%
$86.65 - $94.9 $59.1K - $64.7K
4.79K $416K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
723
+ 30.92%
$114.08 - $125.68 $82.5K - $90.9K
3.06K $350K
PPA
Invesco Exchange Traded Fd Tr

ETFs
508
+ 4.6%
$113.79 - $124.5 $57.8K - $63.2K
11.6K $1.33M
IYY
Ishares Tr

ETFs
293
+ 7.8%
$138.14 - $149.13 $40.5K - $43.7K
4.05K $579K
DFIV
Dimensional ETF Tr

ETFs
4.68K
+ 10.87%
$34.86 - $37.97 $163K - $178K
47.8K $1.69M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
561
+ 2.46%
$42.89 - $48.05 $24.1K - $27K
23.4K $1.05M
FELE
Franklin Electric CO Inc

Industrials
829
+ 23.14%
$95.71 - $110.4 $79.3K - $91.5K
4.41K $429K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
6.1K
+ 36.81%
$9.82 - $10.6 $59.9K - $64.7K
22.7K $228K
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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