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
PFL
Pimco Income Strategy Fund

Financial Services
4.4K
+ 5.26%
$8.27 - $8.77 $36.4K - $38.6K
88.1K $737K
PHR
Phreesia, Inc.

Healthcare
459
+ 12.09%
$18.04 - $25.76 $8.28K - $11.8K
4.26K $107K
STAG
Stag Industrial, Inc.

Real Estate
1.68K
+ 24.7%
$33.22 - $39.1 $55.7K - $65.5K
8.46K $286K
TRU
Trans Union

Industrials
272
+ 72.15%
$92.71 - $108.67 $25.2K - $29.6K
649 $60K
VKTX
Viking Therapeutics, Inc.

Healthcare
1.08K
+ 108.47%
$38.28 - $78.03 $41.2K - $84K
2.07K $83K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
310
+ 9.12%
$75.44 - $80.53 $23.4K - $25K
3.71K $281K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
943
+ 35.56%
$23.22 - $23.84 $21.9K - $22.5K
3.6K $84K
XJR
Ishares Tresg Screened S&P Sma

ETFs
534
+ 22.17%
$40.62 - $45.4 $21.7K - $24.2K
2.94K $121K
CRSP
Crispr Therapeutics Ag

Healthcare
1.62K
+ 27.98%
$38.65 - $55.15 $62.7K - $89.5K
7.42K $292K
CSWI
Csw Industrials, Inc.

Industrials
103
+ 9.0%
$352.8 - $432.01 $36.3K - $44.5K
1.25K $440K
GH
Guardant Health, Inc.

Healthcare
230
+ 13.54%
$20.2 - $38.11 $4.65K - $8.77K
1.93K $58K
UUUU
Energy Fuels Inc

Energy
5.65K
+ 19.57%
$5.11 - $7.29 $28.9K - $41.2K
34.5K $177K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
3.36K
+ 7.87%
$11.71 - $12.47 $39.3K - $41.9K
46K $543K
VIS
Vanguard Industrial ETF

ETFs
103
+ 8.66%
$254.39 - $279.7 $26.2K - $28.8K
1.29K $328K
ASB
Associated Banc Corp

Financial Services
408
+ 13.12%
$20.64 - $28.14 $8.42K - $11.5K
3.52K $84K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.39K
+ 43.72%
$5.7 - $8.27 $13.6K - $19.7K
7.85K $53K
AUR
Aurora Innovation, Inc.

Technology
2.74K
+ 391.43%
$4.99 - $8.06 $13.7K - $22.1K
3.44K $21K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
1.4K
+ 20.49%
$27.75 - $30.71 $38.9K - $43.1K
8.25K $228K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
925
+ 574.53%
$16.22 - $18.28 $15K - $16.9K
1.09K $19K
FYC
First Trust Small Cap Growth A

ETFs
50
+ 1.15%
$72.19 - $84.64 $3.61K - $4.23K
4.42K $341K
IVT
Inven Trust Properties Corp.

Real Estate
465
+ 29.41%
$28.52 - $31.3 $13.3K - $14.6K
2.05K $61K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.19K
+ 2.0%
$23.25 - $23.56 $27.6K - $27.9K
60.5K $1.41M
IOT
Samsara Inc.

Technology
414
+ 262.03%
$42.67 - $56.35 $17.7K - $23.3K
572 $24K
TW
Tradeweb Markets Inc.

Financial Services
111
+ 41.89%
$124.87 - $136.32 $13.9K - $15.1K
376 $49K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
232
+ 3.72%
$57.47 - $61.21 $13.3K - $14.2K
6.48K $379K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
276
+ 4.4%
$80.18 - $88.79 $22.1K - $24.5K
6.55K $528K
LYV
Live Nation Entertainment, Inc.

Communication Services
50
+ 11.19%
$109.06 - $140.54 $5.45K - $7.03K
497 $64K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
636
+ 64.5%
$27.8 - $30.33 $17.7K - $19.3K
1.62K $45K
VMO
Invesco Municipal Opportunity Trust

Financial Services
4.3K
+ 8.76%
$9.47 - $10.33 $40.7K - $44.4K
53.4K $519K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
1.41K
+ 13.64%
$21.07 - $24.76 $29.6K - $34.8K
11.7K $254K
HMC
Honda Motor CO LTD

Consumer Cyclical
2.37K
+ 14.43%
$23.7 - $32.62 $56.1K - $77.3K
18.8K $536K
IYJ
Ishares Tr

ETFs
119
+ 1.7%
$132.97 - $143.93 $15.8K - $17.1K
7.14K $952K
KIM
Kimco Realty Corp

Real Estate
438
+ 1.87%
$22.75 - $25.78 $9.96K - $11.3K
23.8K $558K
NGS
Natural Gas Services Group Inc

Energy
243
+ 21.52%
$19.11 - $27.92 $4.64K - $6.78K
1.37K $36K
STLD
Steel Dynamics Inc

Basic Materials
154
+ 327.66%
N/A
201 $19K
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.55K
+ 2.78%
$22.11 - $22.54 $34.2K - $34.9K
57.2K $1.27M
CLX
Clorox CO

Consumer Defensive
131
+ 0.98%
$156.51 - $169.74 $20.5K - $22.2K
13.4K $2.18M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
382
+ 5.33%
$70.12 - $75.48 $26.8K - $28.8K
7.55K $532K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
2.13K
+ 13.42%
$17.44 - $19.38 $37.1K - $41.3K
18K $319K
XT
Ishares Tr Exponential Technol

ETFs
339
+ 6.62%
$58.7 - $62.72 $19.9K - $21.3K
5.46K $325K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.42K
+ 134.41%
$22.02 - $46.16 $75.4K - $158K
5.97K $131K
VERX
Vertex, Inc.

Technology
154
+ 39.39%
$39.21 - $56.92 $6.04K - $8.77K
545 $29K
NRZ
New Residential Investment Corp.

Real Estate
1.83K
+ 6.57%
N/A
29.7K $215K
WCN
Waste Connections, Inc.

Industrials
414
+ 5.08%
$171.06 - $193.25 $70.8K - $80K
8.57K $1.47M
SBAC
Sba Communications Corp

Real Estate
246
+ 23.88%
$198.24 - $249.31 $48.8K - $61.3K
1.28K $260K
SKX
Skechers Usa Inc

Consumer Cyclical
190
+ 85.2%
$59.24 - $72.0 $11.3K - $13.7K
413 $27K
EGHT
8 X8 Inc

Technology
1K
+ 6.9%
$1.85 - $3.19 $1.85K - $3.19K
15.5K $41K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
3.37K
+ 5.3%
$8.36 - $8.71 $28.2K - $29.4K
67K $564K
TLRY
Tilray Brands, Inc.

Healthcare
13.1K
+ 92.05%
$1.16 - $1.77 $15.2K - $23.3K
27.4K $36K
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email