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
MRVL
Marvell Technology, Inc.

Technology
18.5K
+ 14.36%
$70.31 - $124.78 $1.3M - $2.31M
147K $16.3M
CRM
Salesforce, Inc.

Technology
3.01K
+ 3.3%
$270.87 - $367.87 $815K - $1.11M
94.1K $31.5M
TJX
Tjx Companies Inc

Consumer Cyclical
43.7K
+ 12.16%
$112.15 - $127.2 $4.9M - $5.56M
403K $48.7M
HTRB
Hartford Fds Total Return Bd E

ETFs
191K
+ 1663.62%
$33.33 - $35.01 $6.37M - $6.69M
202K $6.75M
HON
Honeywell International Inc

Industrials
20.9K
+ 25.85%
$202.84 - $236.0 $4.25M - $4.94M
102K $23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
823
+ 0.34%
$481.22 - $538.17 $396K - $443K
245K $125M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
98.9K
+ 37.45%
$53.94 - $58.15 $5.34M - $5.75M
363K $20.5M
MAR
Marriott International Inc

Consumer Cyclical
19.9K
+ 165.07%
$246.06 - $292.59 $4.89M - $5.82M
31.9K $8.9M
NOW
Service Now, Inc.

Technology
961
+ 3.37%
$867.18 - $1148.42 $833K - $1.1M
29.5K $31.2M
EMR
Emerson Electric CO

Industrials
38.7K
+ 67.19%
$108.13 - $134.33 $4.19M - $5.21M
96.4K $11.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
38.5K
+ 33.66%
$124.61 - $133.96 $4.79M - $5.15M
153K $19.7M
CGUS
Capital Group Core Equity ETF
135K
+ 17.44%
$33.96 - $36.24 $4.59M - $4.89M
910K $31.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15.3K
+ 6.32%
$442.29 - $483.08 $6.77M - $7.39M
257K $117M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
261K
+ 80.91%
$19.38 - $19.58 $5.06M - $5.11M
584K $11.3M
VST
Vistra Corp.

Utilities
23.5K
+ 26.14%
$115.74 - $166.61 $2.72M - $3.92M
113K $15.6M
ROK
Rockwell Automation, Inc

Industrials
16.3K
+ 87.14%
$264.65 - $302.92 $4.31M - $4.94M
35K $10M
IWY
Ishares Tr Russell 200 Growth

ETFs
8.68K
+ 4.79%
$216.72 - $244.71 $1.88M - $2.12M
190K $44.7M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
247K
+ 88.56%
$19.42 - $19.76 $4.79M - $4.88M
526K $10.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
95.5K
+ 24.23%
$50.37 - $50.6 $4.81M - $4.83M
490K $24.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
623
+ 30.41%
$4100.99 - $5300.34 $2.55M - $3.3M
2.67K $13.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
66.8K
+ 150.89%
$65.67 - $69.79 $4.39M - $4.66M
111K $7.44M
CWB
Spdr Bloomberg Convertible Sec

ETFs
56K
+ 567.7%
$76.21 - $82.24 $4.27M - $4.6M
65.8K $5.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
26.4K
+ 24.16%
$183.23 - $199.79 $4.83M - $5.27M
135K $25.1M
DIS
Walt Disney CO

Communication Services
24.4K
+ 24.13%
$92.39 - $117.6 $2.26M - $2.87M
126K $14M
VCIT
Vanguard Intermediate Term Cor

ETFs
67.7K
+ 19.84%
$80.13 - $83.77 $5.42M - $5.67M
409K $32.8M
SAP
Sap Se

Technology
3.31K
+ 1.66%
$218.13 - $255.54 $721K - $845K
202K $49.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
83.4K
+ 86.92%
$50.62 - $50.97 $4.22M - $4.25M
179K $9.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.43K
+ 4.13%
$172.07 - $207.36 $935K - $1.13M
137K $27M
XLF
Financial Sector Spdr

ETFs
62.6K
+ 16.03%
$44.89 - $51.34 $2.81M - $3.21M
453K $21.9M
BAC
Bank Of America Corp

Financial Services
38.4K
+ 6.62%
$39.22 - $47.77 $1.5M - $1.83M
618K $27.2M
HYDB
Ishares Tr Edge High Yield Def

ETFs
86.6K
+ 27928.06%
$46.68 - $47.95 $4.04M - $4.15M
86.9K $4.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
65K
+ 17.48%
$61.68 - $67.87 $4.01M - $4.41M
437K $27.2M
COST
Costco Wholesale Corp

Consumer Defensive
1.69K
+ 2.04%
$873.59 - $994.69 $1.47M - $1.68M
84.3K $77.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9.5K
+ 8.22%
$311.11 - $335.64 $2.95M - $3.19M
125K $40.3M
TPR
Tapestry, Inc.

Consumer Cyclical
55.9K
+ 348.5%
$43.54 - $66.18 $2.44M - $3.7M
72K $4.7M
DGRO
Ishares Core Dividend Growth E

ETFs
75.4K
+ 14.7%
$60.73 - $64.94 $4.58M - $4.9M
589K $36.1M
ADP
Automatic Data Processing Inc

Industrials
2.91K
+ 1.51%
$280.08 - $307.97 $815K - $896K
195K $57.1M
CSCO
Cisco Systems, Inc.

Technology
25.1K
+ 6.3%
$52.45 - $60.02 $1.31M - $1.5M
423K $25M
IWV
Ishares Russell 3000 ETF

ETFs
11.3K
+ 484.7%
$323.08 - $349.08 $3.63M - $3.93M
13.6K $4.54M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
193K
+ 74.65%
$20.08 - $20.61 $3.88M - $3.98M
452K $9.09M
GILD
Gilead Sciences, Inc.

Healthcare
35.7K
+ 63.68%
$83.95 - $97.9 $2.99M - $3.49M
91.7K $8.47M
CGXU
Capital Group Intl Focus Equit

ETFs
224K
+ 29.37%
$24.67 - $26.94 $5.52M - $6.03M
986K $24.3M
XLI
Industrial Sector Spdr

ETFs
30.1K
+ 46.9%
$131.76 - $143.99 $3.97M - $4.33M
94.3K $12.4M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
180K
+ 58.92%
$20.6 - $20.71 $3.7M - $3.72M
484K $10M
BX
Blackstone Inc.

Financial Services
13.1K
+ 17.96%
$148.45 - $199.05 $1.95M - $2.61M
86.3K $14.9M
AVEM
American Centy ETF Tr Avantis

ETFs
63.7K
+ 421.71%
$58.59 - $66.14 $3.73M - $4.22M
78.8K $4.64M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
12.5K
+ 12.24%
$198.04 - $221.51 $2.48M - $2.77M
115K $24.2M
FTCS
First Trust Capital Strength E

ETFs
44.5K
+ 34.6%
$87.62 - $94.03 $3.9M - $4.19M
173K $15.2M
VB
Vanguard Small Cap ETF

ETFs
12.5K
+ 7.64%
$233.76 - $261.58 $2.93M - $3.28M
177K $42.4M
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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