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
IMCB
Ishares Morningstar Mid Cap Et

ETFs
6
+ 0.3%
$75.22 - $82.17 $451 - $493
1.99K $151K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
7
+ 0.45%
$66.67 - $74.08 $467 - $519
1.58K $107K
LBRT
Liberty Energy Inc.

Energy
27
+ 4.93%
$16.68 - $20.84 $450 - $563
575 $11K
NOK
Nokia Corp

Technology
264
+ 37.99%
$4.13 - $4.95 $1.09K - $1.31K
959 $4K
NRIM
Northrim Bancorp Inc

Financial Services
8
+ 12.5%
$64.07 - $88.5 $513 - $708
72 $5K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
50
+ 47.17%
$36.36 - $43.93 $1.82K - $2.2K
156 $5K
STRT
Strattec Security Corp

Consumer Cyclical
25
+ 13.74%
$34.6 - $43.97 $865 - $1.1K
207 $8K
SWKH
Swk Holdings Corp

Financial Services
49
+ 17.63%
$15.16 - $17.06 $743 - $836
327 $5K
TY
Tri Continental Corp

Financial Services
106
+ 6.06%
$31.01 - $34.67 $3.29K - $3.68K
1.85K $58K
USCB
Uscb Financial Holdings, Inc.

Financial Services
12
+ 2.82%
$14.16 - $20.78 $170 - $249
437 $7K
DNL
Wiswisdomtree Tr

ETFs
58
+ 14.61%
$35.98 - $39.39 $2.09K - $2.28K
455 $16K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
67
+ 0.42%
$60.51 - $65.57 $4.05K - $4.39K
15.9K $965K
DIV
Global X Superdividend Us ETF

ETFs
60
+ 1.26%
N/A
4.84K $83K
Strategic Trust
11.5K
+ 1148900.0%
N/A
11.5K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
6.7K
+ 15.61%
N/A
49.6K $0
CRH.L
Crh PLC

Basic Materials
2.61K
+ 349.0%
N/A
3.35K $0
Maplebear Inc
717
+ 277.91%
N/A
975 $0
Landbridge CO
5
+ 2.72%
N/A
189 $0
Amplify ETF Tr
2.11K
+ 23.46%
N/A
11.1K $0
Blackrock ETF Trust Ii
202K
+ 37.06%
N/A
746K $0
Ark 21 Shares Bitcoin ETF
3.78K
+ 39.96%
N/A
13.2K $0
Atlassian Corporation
924
+ 41.23%
N/A
3.17K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
38.5K
+ 24.62%
N/A
195K $0
Ge Healthcare Technologies I
715
+ 4.16%
N/A
17.9K $0
Ge Vernova Inc
9.82K
+ 61.42%
N/A
25.8K $0
Graniteshares ETF Tr
87.7K
+ 474.27%
N/A
106K $0
Ishares Bitcoin Trust ETF
93.1K
+ 198.16%
N/A
140K $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.46K
+ 1.42%
$81.68 - $82.93 $119K - $121K
104K $8.55M
ILCG
Ishares Morningstar Growth ETF
2.41K
+ 26.21%
N/A
11.6K $0
Jacobs Solutions Inc
2.77K
+ 55.31%
N/A
7.78K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
727
+ 3.59%
N/A
21K $0
Proshares Tr
1.83K
+ 17.18%
N/A
12.5K $0
Smurfit Westrock PLC
3.04K
+ 202.94%
N/A
4.54K $0
Ab Active Etfs Inc
39.3K
+ 6.17%
N/A
676K $0
YEAR
Ab Active Etfs Inc Ultra Short
16.9K
+ 133.79%
N/A
29.5K $0
America Movil Sab De Cv
10.5K
+ 226.62%
N/A
15.2K $0
Angel Oak Funds Trust
618K
+ 3072.26%
N/A
638K $0
Biovie Inc
14K
+ 14000.0%
N/A
14.1K $0
LCTD
Blackrock ETF World Ex Us Carb
8.84K
+ 24555.56%
N/A
8.88K $0
Canadian Pacific Kansas City
4.3K
+ 16.39%
N/A
30.5K $0
Capital Group Core Balanced
5.22K
+ 35.46%
N/A
20K $0
Capital Grp Fixed Incm ETF T
87.3K
+ 2461.61%
N/A
90.9K $0
CGMU
Capital Group Core Plus Income
35.2K
+ 331.16%
N/A
45.8K $0
Cava Group Inc
3.09K
+ 24.61%
N/A
15.7K $0
Corpay Inc
59
+ 2.35%
N/A
2.57K $0
DFSU
Dimensional ETF Tr Dimen Us Su
21.3K
+ 38.65%
N/A
76.5K $0
Dimensional ETF Trust
3.99K
+ 2.64%
N/A
155K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
955
+ 8.59%
N/A
12.1K $0
DFSB
Dimensional ETF Tr Dimensional
5.21K
+ 79.44%
N/A
11.8K $0
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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