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
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
977
+ 5.94%
$6.37 - $7.15 $6.22K - $6.99K
17.4K $115K
AVAV
Aero Vironment Inc

Industrials
30
+ 100.0%
$153.72 - $235.17 $4.61K - $7.06K
60 $9K
ALKS
Alkermes Plc.

Healthcare
101
+ 177.19%
$25.7 - $31.46 $2.6K - $3.18K
158 $4K
APOG
Apogee Enterprises, Inc.

Industrials
39
+ 32.77%
$68.43 - $87.22 $2.67K - $3.4K
158 $11K
ABR
Arbor Realty Trust Inc

Real Estate
300
+ 55.56%
$13.66 - $15.64 $4.1K - $4.69K
840 $11K
IMOS
Chipmos Technologies Inc

Technology
250
+ 82.51%
$18.35 - $23.38 $4.59K - $5.85K
553 $10K
UAN
Cvr Partners, LP

Basic Materials
3
+ 1.01%
$65.06 - $81.6 $195 - $245
300 $22K
KRG
Kite Realty Group Trust

Real Estate
265
+ 10.19%
$24.49 - $27.85 $6.49K - $7.38K
2.87K $72K
MYRG
Myr Group Inc.

Industrials
1
+ 1.54%
$102.56 - $168.18 $103 - $168
66 $9K
NC
Nacco Industries Inc

Energy
1
+ 0.05%
$26.31 - $33.9 $26.3 - $33.9
1.92K $57K
TCBX
Third Coast Bancshares, Inc.

Financial Services
24
+ 9.52%
$25.17 - $37.28 $604 - $895
276 $9K
UPLD
Upland Software, Inc.

Technology
190
+ 14.53%
$2.13 - $5.31 $405 - $1.01K
1.5K $6K
SKYX
Skyx Platforms Corp.

Industrials
1.77K
+ 177.0%
$0.82 - $1.41 $1.45K - $2.5K
2.77K $3K
AAL
American Airlines Group Inc.

Industrials
243
+ 1.82%
N/A
13.6K $149K
MTBC
Care Cloud, Inc.

Healthcare
556
+ 3.09%
N/A
18.6K $56K
PRF
Invesco Exchange Traded Fd Tr

ETFs
242
+ 0.9%
$40.15 - $42.9 $9.72K - $10.4K
27.2K $1.1M
K
Kellogg CO

Consumer Defensive
8
+ 0.11%
$80.34 - $81.29 $643 - $650
7.07K $572K
BKU
Bank United, Inc.

Financial Services
9
+ 0.83%
$34.61 - $43.2 $311 - $389
1.09K $41K
BELFB
Bel Fuse Inc.

Technology
19
+ 8.23%
$72.79 - $91.36 $1.38K - $1.74K
250 $20K
BST
Black Rock Science & Technology Trust

Financial Services
17
+ 1.64%
$34.86 - $38.04 $593 - $647
1.06K $38K
LEU
Centrus Energy Corp

Energy
7
+ 3.78%
$55.8 - $109.53 $391 - $767
192 $12K
CNXC
Concentrix Corp

Technology
47
+ 87.04%
$37.26 - $52.63 $1.75K - $2.47K
101 $4K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
72
+ 19.1%
$20.56 - $21.33 $1.48K - $1.54K
449 $9K
FPI
Farmland Partners Inc.

Real Estate
4
+ 0.28%
$10.17 - $12.76 $40.7 - $51
1.46K $17K
GTX
Garrett Motion Inc.

Consumer Cyclical
95
+ 10.07%
$7.34 - $9.6 $697 - $912
1.04K $9K
RFV
Invesco Exchange Traded Fd Tr

ETFs
6
+ 1.35%
$116.09 - $131.23 $697 - $787
450 $54K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
54
+ 17.03%
$37.86 - $39.07 $2.04K - $2.11K
371 $14K
EUFN
Ishares Msci Europe Financials

ETFs
144
+ 15.22%
$23.06 - $24.69 $3.32K - $3.56K
1.09K $25K
BBAX
J P Morgan Betabuilders Develo

ETFs
37
+ 284.62%
$48.75 - $54.36 $1.8K - $2.01K
50 $2K
PTEN
Patterson Uti Energy Inc

Energy
309
+ 702.27%
$7.26 - $8.7 $2.24K - $2.69K
353 $2K
SWBI
Smith & Wesson Brands, Inc.

Industrials
237
+ 197.5%
$9.79 - $14.1 $2.32K - $3.34K
357 $3K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
9
+ 0.69%
$84.34 - $95.14 $759 - $856
1.31K $114K
SMMT
Summit Therapeutics Inc.

Healthcare
200
+ 50.0%
$17.52 - $23.46 $3.5K - $4.69K
600 $10K
SYM
Symbotic Inc.

Financial Services
122
+ 29.61%
$22.73 - $38.78 $2.77K - $4.73K
534 $12K
VAL
Valaris LTD

Energy
500
+ 28.01%
$40.92 - $56.38 $20.5K - $28.2K
2.29K $101K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.98K
+ 2.58%
$10.64 - $11.1 $21.1K - $22K
78.8K $848K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
573
+ 5.62%
$20.38 - $21.75 $11.7K - $12.5K
10.8K $221K
FNV
Franco Nevada Corp

Basic Materials
313
+ 5.87%
$113.26 - $137.22 $35.5K - $42.9K
5.64K $663K
SOR
Source Capital Inc

Financial Services
200
+ 2.84%
$42.29 - $45.82 $8.46K - $9.16K
7.23K $314K
AROC
Archrock, Inc.

Energy
6
+ 1.69%
$19.92 - $26.66 $120 - $160
360 $8K
OZK
Bank Ozk

Financial Services
5
+ 0.78%
$41.39 - $50.55 $207 - $253
648 $28K
BIO
Bio Rad Laboratories, Inc.

Healthcare
5
+ 3.18%
$313.15 - $374.28 $1.57K - $1.87K
162 $53K
CMT
Core Molding Technologies Inc

Basic Materials
34
+ 10.06%
$15.05 - $17.89 $512 - $608
372 $6K
DCOM
Dime Community Bancshares, Inc.

Financial Services
1
+ 1.03%
$27.53 - $36.59 $27.5 - $36.6
98 $3K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
2
+ 1.13%
$60.34 - $65.34 $121 - $131
179 $11K
HRI
Herc Holdings Inc

Industrials
1
+ 3.7%
$155.15 - $239.28 $155 - $239
28 $5K
IQ
I Qiyi, Inc.

Communication Services
512
+ 204.8%
$1.95 - $3.19 $998 - $1.63K
762 $1K
IGLB
Ishares 10+ Year Investment Gr

ETFs
49
+ 18.15%
$49.36 - $53.72 $2.42K - $2.63K
319 $15K
IXG
Ishares Global Fin'L ETF

ETFs
1
+ 0.14%
$93.25 - $101.72 $93.3 - $102
699 $67K
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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