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
IYH
Ishares Tr

ETFs
3.32K
+ 15.97%
$57.53 - $65.24 $191K - $217K
24.1K $1.41M
CEIX
Consol Energy Inc.

Energy
372
+ 5.44%
$101.36 - $133.33 $37.7K - $49.6K
7.22K $769K
BKH
Black Hills Corp

Utilities
948
+ 107.97%
$57.6 - $64.66 $54.6K - $61.3K
1.83K $106K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
6
+ 0.02%
$25.74 - $31.51 $154 - $189
35.3K $1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.57K
+ 5.16%
$41.17 - $43.34 $353K - $372K
175K $7.23M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
3.55K
+ 14.24%
$16.46 - $17.93 $58.4K - $63.7K
28.5K $489K
HBI
Hanesbrands Inc.

Consumer Cyclical
1.94K
+ 4.33%
$6.91 - $8.91 $13.4K - $17.3K
46.8K $381K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
6.56K
+ 6.58%
$15.05 - $16.03 $98.7K - $105K
106K $1.62M
OMF
One Main Holdings, Inc.

Financial Services
334
+ 5.16%
$45.27 - $57.43 $15.1K - $19.2K
6.81K $354K
SD
Sandridge Energy Inc

Energy
4.5K
+ 100.0%
$10.5 - $12.95 $47.3K - $58.3K
9K $105K
FAST
Fastenal CO

Industrials
57
+ 0.07%
$69.99 - $84.35 $3.99K - $4.81K
87.6K $6.3M
DLNG
Dynagas Lng Partners LP

Energy
4.88K
+ 36.16%
$3.77 - $5.44 $18.4K - $26.6K
18.4K $100K
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
1.61K
+ 27.62%
$39.87 - $42.45 $64.4K - $68.5K
7.46K $297K
FDM
First Trust Dow Jones Select M

ETFs
704
+ 314.29%
$62.59 - $73.1 $44.1K - $51.5K
928 $63K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.53K
+ 10.55%
$49.87 - $52.46 $76.4K - $80.3K
16K $801K
EVN
Eaton Vance Municipal Income Trust

Financial Services
7.92K
+ 21.78%
$9.93 - $11.06 $78.7K - $87.6K
44.3K $447K
CMF
Ishares California Muni Bond E

ETFs
2.7K
+ 2.1%
$56.66 - $58.1 $153K - $157K
131K $7.52M
WELL
Welltower Inc.

Real Estate
529
+ 5.62%
$123.11 - $139.3 $65.1K - $73.7K
9.94K $1.25M
RKLB
Rocket Lab Usa, Inc.

Industrials
1.75K
+ 1000.0%
$9.23 - $28.44 $16.2K - $49.8K
1.93K $49K
AIQ
Global X Funds Global X Artifi

ETFs
833
+ 8.85%
$36.57 - $40.57 $30.5K - $33.8K
10.2K $396K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
3.03K
+ 19.08%
$31.92 - $36.14 $96.6K - $109K
18.9K $603K
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.44K
+ 4.02%
$41.74 - $46.2 $102K - $113K
63.1K $2.65M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
1.1K
+ 690.0%
$41.16 - $43.15 $45.4K - $47.6K
1.26K $52K
FSS
Federal Signal Corp

Industrials
515
+ 48.09%
$81.56 - $99.7 $42K - $51.3K
1.59K $146K
KD
Kyndryl Holdings, Inc.

Technology
985
+ 92.75%
$22.43 - $35.79 $22.1K - $35.3K
2.05K $70K
SF
Stifel Financial Corp

Financial Services
160
+ 6.76%
$93.4 - $117.72 $14.9K - $18.8K
2.53K $267K
CFG
Citizens Financial Group Inc

Financial Services
363
+ 3.33%
$39.92 - $48.46 $14.5K - $17.6K
11.3K $492K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
9.08K
+ 22.25%
$10.92 - $12.66 $99.2K - $115K
49.9K $550K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.61K
+ 146.65%
$22.63 - $47.53 $172K - $362K
12.8K $290K
TEF
Telefonica S A

Communication Services
11.3K
+ 576.63%
$4.02 - $4.88 $45.6K - $55.4K
13.3K $53K
STWD
Starwood Property Trust, Inc.

Real Estate
3.24K
+ 25.71%
$18.95 - $20.37 $61.3K - $65.9K
15.8K $299K
BURL
Burlington Stores, Inc.

Consumer Cyclical
83
+ 9.61%
$242.7 - $295.49 $20.1K - $24.5K
947 $269K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
2.44K
+ 25.28%
$20.61 - $21.56 $50.2K - $52.6K
12.1K $249K
CXM
Sprinklr, Inc.

Technology
2.7K
+ 10.58%
$6.98 - $9.42 $18.8K - $25.4K
28.2K $238K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
179
+ 9.02%
$174.04 - $205.27 $31.2K - $36.7K
2.16K $390K
APLD
Applied Blockchain, Inc.

Financial Services
5.78K
+ 143.12%
$5.97 - $10.68 $34.5K - $61.7K
9.81K $73K
NXGL
Nexgel, Inc.

Healthcare
1K
+ 5.2%
$2.4 - $4.93 $2.41K - $4.95K
20.3K $89K
FVAL
Fidelity Covington Tr Value Fa

ETFs
540
+ 7.52%
$60.19 - $64.39 $32.5K - $34.8K
7.72K $474K
FBNC
First Bancorp

Financial Services
19
+ 0.12%
$40.32 - $49.2 $766 - $935
16.2K $714K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
37
+ 2.08%
$229.83 - $258.46 $8.5K - $9.56K
1.82K $449K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
1.6K
+ 6.24%
$14.94 - $16.14 $23.8K - $25.8K
27.2K $431K
RVT
Royce Value Trust, Inc.

Financial Services
2.17K
+ 4.5%
$15.15 - $16.9 $32.9K - $36.7K
50.4K $796K
EMHC
Spdr Bloomberg Emerging Market
4.63K
+ 8.59%
$23.7 - $25.01 $110K - $116K
58.5K $1.39M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
1.83K
+ 907.96%
$21.34 - $21.82 $38.9K - $39.8K
2.03K $43K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
6.22K
+ 28.43%
$5.22 - $5.86 $32.4K - $36.4K
28.1K $159K
PVAL
Putnam ETF Tr Putnam Focused L
1.16K
+ 21.27%
$36.85 - $39.99 $42.6K - $46.2K
6.59K $244K
ZBRA
Zebra Technologies Corp

Technology
63
+ 7.17%
$360.09 - $411.94 $22.7K - $26K
942 $363K
GEVO
Gevo, Inc.

Basic Materials
1.11K
+ 1.4%
$1.38 - $3.29 $1.53K - $3.65K
80.4K $167K
ICSH
Blackrock Ultra Short Term Bon

ETFs
874
+ 3.19%
$50.35 - $50.69 $44K - $44.3K
28.3K $1.43M
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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