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
CWS
Advisorshares Tr Advisorshares

ETFs
200
+ 100.0%
$64.77 - $71.56 $13K - $14.3K
400 $25K
HYMU
Blackrock ETF Tr Ii High Yield
535
+ 324.24%
$22.59 - $23.2 $12.1K - $12.4K
700 $15K
BLBD
Blue Bird Corp

Consumer Cyclical
674
+ 44.05%
$36.37 - $46.1 $24.5K - $31.1K
2.2K $85K
VFC
V F Corp

Consumer Cyclical
483
+ 38.0%
$16.7 - $22.59 $8.07K - $10.9K
1.75K $37K
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.43K
+ 5.45%
$40.31 - $42.43 $57.5K - $60.5K
27.6K $1.12M
PATH
Ui Path, Inc.

Technology
1K
+ 6.77%
$11.95 - $15.5 $12K - $15.5K
15.8K $200K
ARLP
Alliance Resource Partners LP

Energy
406
+ 166.39%
$24.84 - $28.58 $10.1K - $11.6K
650 $17K
ANSS
Ansys Inc

Technology
8
+ 1.65%
$313.05 - $361.45 $2.5K - $2.89K
492 $165K
PRIM
Primoris Services Corp

Industrials
4
+ 0.72%
$57.06 - $84.91 $228 - $340
563 $43K
FFIN
First Financial Bankshares Inc

Financial Services
551
+ 5.77%
$35.49 - $43.05 $19.6K - $23.7K
10.1K $363K
RGLD
Royal Gold Inc

Basic Materials
2.05K
+ 6.64%
$131.05 - $154.26 $269K - $317K
33K $4.35M
SNPS
Synopsys Inc

Technology
127
+ 5.1%
$485.36 - $588.0 $61.6K - $74.7K
2.62K $1.27M
DORM
Dorman Products, Inc.

Consumer Cyclical
75
+ 234.38%
$108.64 - $142.83 $8.15K - $10.7K
107 $13K
ESOA
Energy Services Of America Corp

Industrials
468
+ 44.74%
$9.31 - $18.8 $4.36K - $8.8K
1.51K $19K
ESGR
Enstar Group LTD

Financial Services
31
+ 17.13%
$319.78 - $326.85 $9.91K - $10.1K
212 $68K
FSLY
Fastly, Inc.

Technology
1K
+ 284.9%
$6.33 - $11.34 $6.33K - $11.3K
1.35K $12K
BSJR
Invesco Indx Tr

ETFs
1.2K
+ 2.08%
$22.37 - $22.7 $26.9K - $27.3K
59.1K $1.33M
PICK
Ishares Inc Msci Global Select

ETFs
449
+ 70.6%
$34.86 - $43.59 $15.7K - $19.6K
1.09K $37K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
100
+ 30.3%
$98.41 - $98.98 $9.84K - $9.9K
430 $42K
IGHG
Proshares Investment Grade Int

ETFs
100
+ 6.37%
$76.8 - $78.32 $7.68K - $7.83K
1.67K $130K
RRC
Range Resources Corp

Energy
9
+ 0.53%
$29.77 - $36.41 $268 - $328
1.7K $61K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
546
+ 122.7%
$14.7 - $17.79 $8.03K - $9.71K
991 $16K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.53K
+ 11.84%
$39.65 - $43.4 $60.5K - $66.2K
14.4K $573K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
800
+ 3.57%
$12.51 - $13.59 $10K - $10.9K
23.2K $296K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
6.59K
+ 8.65%
$12.12 - $13.1 $79.9K - $86.4K
82.9K $1.01M
IBND
Spdr Bloomberg International C

ETFs
2.45K
+ 8.96%
$28.36 - $30.49 $69.5K - $74.8K
29.8K $845K
AN
Autonation, Inc.

Consumer Cyclical
64
+ 25.5%
$155.47 - $182.16 $9.95K - $11.7K
315 $53K
NICE
Nice Ltd.

Technology
53
+ 481.82%
$164.71 - $199.17 $8.73K - $10.6K
64 $10K
REZI
Resideo Technologies, Inc.

Industrials
363
+ 157.83%
$19.3 - $27.75 $7.01K - $10.1K
593 $13K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
145
+ 32.22%
$63.15 - $75.4 $9.16K - $10.9K
595 $38K
SLVM
Sylvamo Corp

Basic Materials
111
+ 241.3%
$78.56 - $95.69 $8.72K - $10.6K
157 $12K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
6.91K
+ 9.58%
$8.36 - $9.06 $57.8K - $62.6K
79K $664K
FSI
Flexible Solutions International Inc

Basic Materials
1.37K
+ 6.83%
$3.36 - $4.38 $4.6K - $6K
21.4K $81K
JHML
John Hancock Multifactor Large

ETFs
73
+ 0.51%
$68.78 - $73.44 $5.02K - $5.36K
14.4K $1M
PAGP
Plains Gp Holdings LP

Energy
953
+ 1.24%
$17.2 - $20.02 $16.4K - $19.1K
78K $1.43M
AB
Alliancebernstein Holding L.P.

Financial Services
18
+ 0.56%
$34.59 - $38.68 $623 - $696
3.25K $120K
BWXT
Bwx Technologies, Inc.

Industrials
52
+ 6.44%
$111.39 - $133.28 $5.79K - $6.93K
859 $95K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
1.62K
+ 2.93%
$21.68 - $22.16 $35.1K - $35.9K
56.9K $1.23M
PFM
Invesco Exchange Traded Fd Tr

ETFs
299
+ 3.42%
$45.72 - $48.2 $13.7K - $14.4K
9.03K $414K
ISTR
Investar Holding Corp

Financial Services
6
+ 0.18%
$18.39 - $24.45 $110 - $147
3.37K $73K
IXJ
Ishares Global Healthcare ETF

ETFs
108
+ 93.91%
$85.65 - $98.34 $9.25K - $10.6K
223 $19K
EXI
Ishares Global Industrials ETF

ETFs
67
+ 36.41%
$141.14 - $152.06 $9.46K - $10.2K
251 $35K
ITRN
Ituran Location & Control Ltd.

Technology
192
+ 42.01%
$26.03 - $31.38 $5K - $6.02K
649 $20K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
94
+ 11.16%
$62.09 - $82.32 $5.84K - $7.74K
936 $62K
LVHD
Franklin U.S. Low Volatility H

ETFs
262
+ 37.97%
$38.29 - $41.26 $10K - $10.8K
952 $36K
NECB
North East Community Bancorp, Inc.

Financial Services
343
+ 161.79%
$24.13 - $31.11 $8.28K - $10.7K
555 $13K
IIGD
Invesco Exch Trd Self Indexed

ETFs
1.47K
+ 2.9%
$24.14 - $24.81 $35.4K - $36.3K
52K $1.26M
BWAY
Brainsway Ltd.

Healthcare
629
+ 5.4%
$8.96 - $10.86 $5.64K - $6.83K
12.3K $114K
PKW
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.16%
$114.02 - $125.22 $1.6K - $1.75K
8.86K $1.02M
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