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
AFRM
Affirm Holdings, Inc.

Technology
30K
+ 305.26%
$38.48 - $72.86 $1.15M - $2.18M
39.8K $2.42M
SCHA
Schwab Strategic Tr Us Small C

ETFs
144K
+ 214.57%
$25.33 - $51.16 $3.65M - $7.37M
211K $5.46M
FTA
First Tr Large Cap Value

ETFs
26.2K
+ 423.11%
$75.21 - $83.49 $1.97M - $2.19M
32.4K $2.48M
KKR
Kkr & Co. Inc.

Financial Services
7.8K
+ 16.25%
$129.87 - $162.87 $1.01M - $1.27M
55.8K $8.26M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
116K
+ 8.51%
$22.1 - $22.59 $2.57M - $2.63M
1.48M $32.9M
SHW
Sherwin Williams CO

Basic Materials
6.73K
+ 76.28%
$338.75 - $399.71 $2.28M - $2.69M
15.6K $5.29M
VT
Vanguard Total World Stk Index

ETFs
16.6K
+ 121.04%
$117.09 - $123.07 $1.94M - $2.04M
30.3K $3.56M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
63.9K
+ 10.71%
$24.94 - $25.74 $1.59M - $1.65M
661K $16.9M
FXD
First Tr Exchange Traded Fd

ETFs
23K
+ 7.62%
$62.05 - $68.52 $1.43M - $1.58M
326K $21M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
90.2K
+ 218.41%
$21.25 - $22.07 $1.92M - $1.99M
131K $2.8M
KMI
Kinder Morgan, Inc.

Energy
9.48K
+ 3.22%
$22.59 - $28.54 $214K - $270K
303K $8.31M
MO
Altria Group, Inc.

Consumer Defensive
29K
+ 12.17%
$49.06 - $57.74 $1.42M - $1.67M
267K $14M
EW
Edwards Lifesciences Corp

Healthcare
14.7K
+ 16.32%
$64.54 - $75.92 $948K - $1.11M
105K $7.75M
PG
Procter & Gamble CO

Consumer Defensive
19K
+ 7.55%
$161.05 - $179.7 $3.06M - $3.42M
271K $45.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.85K
+ 9.79%
$275.15 - $388.2 $508K - $717K
20.7K $7.09M
CGCP
Capital Group Core Plus Income

ETFs
80.3K
+ 1636.79%
$22.13 - $23.17 $1.78M - $1.86M
85.2K $1.89M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
35.9K
+ 17.99%
$50.67 - $50.9 $1.82M - $1.82M
235K $11.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
55K
+ 109.55%
$32.65 - $33.68 $1.8M - $1.85M
105K $3.45M
XLG
Invesco Exchange Traded Fd Tr

ETFs
30.4K
+ 30.78%
$46.94 - $51.62 $1.42M - $1.57M
129K $6.44M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
71.6K
+ 7.13%
$25.0 - $25.11 $1.79M - $1.8M
1.08M $26.9M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
93.6K
+ 57.83%
$17.93 - $18.8 $1.68M - $1.76M
255K $4.65M
FTGC
First Trust Global Tactical CO

ETFs
72.1K
+ 276.29%
$23.23 - $24.25 $1.67M - $1.75M
98.2K $2.35M
SDG
Ishares Trust Ishares Msci Glo

ETFs
25.1K
+ 436.86%
$71.56 - $85.77 $1.79M - $2.15M
30.8K $2.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
60.5K
+ 287.38%
$28.6 - $29.27 $1.73M - $1.77M
81.5K $2.34M
TGT
Target Corp

Consumer Defensive
18.9K
+ 46.72%
$121.59 - $160.69 $2.29M - $3.03M
59.3K $8.01M
FPE
First Tr Pfd Secs & Income ETF

ETFs
102K
+ 43.43%
$17.65 - $18.18 $1.8M - $1.85M
336K $5.95M
MEAR
Blackrock Short Maturity Munic

ETFs
34.9K
+ 36.0%
$49.94 - $50.28 $1.74M - $1.76M
132K $6.59M
VXF
Vanguard Extended Market ETF

ETFs
5.87K
+ 8.09%
$179.17 - $207.15 $1.05M - $1.22M
78.4K $14.9M
MELI
Mercadolibre Inc

Consumer Cyclical
1.64K
+ 52.41%
$1666.0 - $2117.3 $2.73M - $3.47M
4.77K $8.11M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
17.4K
+ 18.44%
$99.0 - $99.5 $1.73M - $1.73M
112K $11.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
22.5K
+ 17.17%
N/A
154K $11.5M
ICVT
Ishares Tr Convertible Bond Et

ETFs
18.6K
+ 28.81%
$83.09 - $89.28 $1.55M - $1.66M
83.4K $7.08M
LPX
Louisiana Pacific Corp

Industrials
16.2K
+ 272.2%
$98.02 - $120.27 $1.59M - $1.95M
22.2K $2.3M
SPOT
Spotify Technology S.A.

Communication Services
2.51K
+ 37.42%
$362.95 - $502.38 $909K - $1.26M
9.2K $4.12M
IGV
Ishares Expanded Tech Software

ETFs
6.77K
+ 7.79%
$87.5 - $110.17 $593K - $746K
93.7K $9.39M
HYLS
First Tr Tactical High Yield L

ETFs
40.1K
+ 44.42%
$41.29 - $42.03 $1.66M - $1.69M
130K $5.39M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
71.9K
+ 217.16%
$22.65 - $23.8 $1.63M - $1.71M
105K $2.39M
QTEC
First Trust Nasdaq 100 Technol

ETFs
10.2K
+ 9.2%
$185.87 - $204.12 $1.9M - $2.09M
122K $22.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
33.3K
+ 47.24%
$58.88 - $64.8 $1.96M - $2.16M
104K $6.11M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
26.9K
+ 7.22%
$77.02 - $78.58 $2.07M - $2.12M
400K $30.9M
QDPL
Pacer Fds Tr Metaurus Us Large
39.4K
+ 66.84%
$37.54 - $40.11 $1.48M - $1.58M
98.4K $3.78M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
23.6K
+ 6.16%
$46.48 - $51.32 $1.1M - $1.21M
406K $19.6M
KNTK
Kinetik Holdings Inc.

Energy
22K
+ 95.8%
$45.65 - $61.95 $1M - $1.36M
44.9K $2.56M
JCI
Johnson Controls International PLC

Industrials
17.4K
+ 15.88%
$74.23 - $86.6 $1.29M - $1.5M
127K $10M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.72K
+ 2.01%
$278.49 - $315.16 $1.04M - $1.17M
188K $53.5M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
62.8K
+ 12.86%
$22.04 - $23.08 $1.38M - $1.45M
551K $12.3M
IYF
Ishares Tr

ETFs
11.5K
+ 41.9%
$102.7 - $119.05 $1.18M - $1.37M
39K $4.31M
NVT
N Vent Electric PLC

Industrials
21.4K
+ 1010.82%
$67.69 - $79.19 $1.45M - $1.69M
23.5K $1.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
31K
+ 52.06%
$48.33 - $49.08 $1.5M - $1.52M
90.7K $4.39M
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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