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
BND
Vanguard Bd Index Fd Inc Total

ETFs
87.8K
+ 10.02%
$71.75 - $75.11 $6.3M - $6.6M
964K $69.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
32.2K
+ 45.67%
$115.08 - $119.55 $3.7M - $3.85M
103K $11.9M
AVUV
American Centy ETF Tr Avantis

ETFs
34.9K
+ 35.57%
$94.37 - $106.41 $3.29M - $3.71M
133K $12.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
400K
+ 393.94%
$25.93 - $105.3 $10.4M - $42.1M
502K $14M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
55.2K
+ 88.72%
$67.29 - $73.38 $3.71M - $4.05M
117K $7.96M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
132K
+ 22.77%
$38.37 - $42.82 $5.08M - $5.67M
713K $27.4M
CMI
Cummins Inc

Industrials
8.11K
+ 36.4%
$324.93 - $383.42 $2.63M - $3.11M
30.4K $10.6M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
150K
+ 10.75%
$23.25 - $23.37 $3.5M - $3.51M
1.55M $36.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
37.8K
+ 38.22%
$98.47 - $109.35 $3.73M - $4.14M
137K $13.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
33.4K
+ 36.38%
$100.22 - $100.73 $3.35M - $3.36M
125K $12.6M
JNK
Spdr Bloomberg High Yield Bond

ETFs
35.4K
+ 70.73%
$94.77 - $97.36 $3.35M - $3.44M
85.4K $8.15M
AMP
Ameriprise Financial Inc

Financial Services
4.82K
+ 54.37%
$473.15 - $574.01 $2.28M - $2.77M
13.7K $7.29M
CGDV
Capital Group Divid Value ETF

ETFs
122K
+ 12.24%
$35.16 - $37.12 $4.28M - $4.52M
1.12M $39.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
48.6K
+ 13.67%
$55.86 - $60.21 $2.71M - $2.93M
404K $23.1M
EMB
Ishares Tr

ETFs
40.5K
+ 30.92%
$88.94 - $93.46 $3.61M - $3.79M
172K $15.3M
BA
Boeing CO

Industrials
8.54K
+ 15.26%
$138.14 - $180.72 $1.18M - $1.54M
64.5K $11.4M
HD
Home Depot, Inc.

Consumer Cyclical
15.1K
+ 8.24%
$385.02 - $431.37 $5.82M - $6.52M
199K $77.3M
ENB
Enbridge Inc

Energy
55.3K
+ 18.08%
$40.4 - $43.92 $2.23M - $2.43M
361K $15.3M
SHOP
Shopify Inc.

Technology
16.2K
+ 37.42%
$78.14 - $119.49 $1.27M - $1.94M
59.5K $6.32M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
55.9K
+ 101.68%
$51.54 - $52.55 $2.88M - $2.94M
111K $5.74M
COP
Conocophillips

Energy
34.9K
+ 33.27%
$95.12 - $114.72 $3.32M - $4.01M
140K $13.9M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
197K
+ 10.89%
$22.51 - $23.61 $4.43M - $4.65M
2.01M $45.3M
DRI
Darden Restaurants Inc

Consumer Cyclical
9.18K
+ 19.7%
$155.96 - $188.66 $1.43M - $1.73M
55.8K $10.4M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
75.1K
+ 72.1%
$39.3 - $41.34 $2.95M - $3.11M
179K $7.06M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
53.2K
+ 11241.01%
$50.23 - $50.47 $2.67M - $2.68M
53.6K $2.69M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
67.7K
+ 14.8%
$30.04 - $32.01 $2.03M - $2.17M
525K $16.5M
GS
Goldman Sachs Group Inc

Financial Services
1.6K
+ 7.27%
$486.1 - $608.57 $775K - $971K
23.5K $13.5M
URA
Global X Uranium ETF

ETFs
97.6K
+ 391.08%
$26.78 - $33.46 $2.61M - $3.26M
123K $3.28M
MS
Morgan Stanley

Financial Services
1.88K
+ 1.74%
$104.42 - $134.99 $197K - $254K
110K $13.8M
ET
Energy Transfer LP

Energy
28.4K
+ 5.11%
$16.05 - $19.86 $456K - $565K
585K $11.5M
CORP
Pimco Investment Grade Corp Bd

ETFs
28.1K
+ 77.21%
$95.1 - $99.41 $2.67M - $2.79M
64.4K $6.12M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
134K
+ 2355.47%
$18.28 - $18.87 $2.45M - $2.53M
140K $2.56M
GM
General Motors CO

Consumer Cyclical
42.7K
+ 202.63%
$44.82 - $60.2 $1.91M - $2.57M
63.8K $3.4M
AVDE
American Centy ETF Tr Avantis

ETFs
42.8K
+ 105.13%
$60.9 - $66.69 $2.6M - $2.85M
83.5K $5.12M
SHV
Ishares Tr

ETFs
21.6K
+ 69.24%
$109.92 - $110.57 $2.37M - $2.38M
52.7K $5.8M
IFRA
Ishares Tr

ETFs
54.6K
+ 21.11%
$45.94 - $51.71 $2.51M - $2.83M
314K $14.5M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
36.3K
+ 218.14%
$62.07 - $66.61 $2.25M - $2.42M
52.9K $3.39M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
51.4K
+ 156.72%
$46.33 - $48.6 $2.38M - $2.5M
84.3K $3.91M
PM
Philip Morris International Inc.

Consumer Defensive
20.3K
+ 15.12%
$118.38 - $133.06 $2.41M - $2.71M
155K $18.6M
FV
First Trust Dorsey Wright Focu

ETFs
24.4K
+ 2.46%
$57.47 - $62.82 $1.4M - $1.54M
1.02M $60.1M
HBAN
Huntington Bancshares Inc

Financial Services
115K
+ 51.88%
$14.18 - $18.2 $1.63M - $2.1M
337K $5.49M
RDVY
First Trust Rising Dividend Ac

ETFs
37.5K
+ 4.92%
$58.65 - $64.37 $2.2M - $2.41M
799K $47.3M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
153K
+ 8.1%
$18.62 - $19.05 $2.85M - $2.91M
2.04M $38.2M
KR
Kroger CO

Consumer Defensive
32.3K
+ 86.25%
$55.21 - $63.3 $1.78M - $2.04M
69.7K $4.26M
PFF
Ishares Trust Ishares Pfd And

ETFs
82.3K
+ 30.89%
$31.23 - $33.51 $2.57M - $2.76M
349K $11M
SPG
Simon Property Group Inc

Real Estate
11.9K
+ 88.36%
$167.23 - $183.84 $1.99M - $2.19M
25.4K $4.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.91K
+ 2.23%
$241.48 - $274.89 $702K - $799K
133K $33.8M
PWR
Quanta Services, Inc.

Industrials
5.92K
+ 66.11%
$296.05 - $346.6 $1.75M - $2.05M
14.9K $4.7M
CEG
Constellation Energy Corp

Utilities
12.9K
+ 51.91%
$224.28 - $285.52 $2.89M - $3.68M
37.7K $8.48M
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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