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
IWP
Ishares Russell Mid Cap Growth

ETFs
6.84K
+ 11.44%
$116.4 - $138.52 $796K - $948K
66.7K $8.45M
DFSV
Dimensional ETF Tr Dimensional

ETFs
47K
+ 4.86%
$30.18 - $33.87 $1.42M - $1.59M
1.01M $31.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
303K
+ 242.64%
$22.01 - $66.82 $6.66M - $20.2M
427K $9.7M
EWBC
East West Bancorp Inc

Financial Services
14.2K
+ 427.89%
$80.04 - $111.23 $1.14M - $1.58M
17.5K $1.68M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
9.45K
+ 10.13%
$45.39 - $62.98 $429K - $595K
103K $5.83M
APO
Apollo Global Management, Inc.

Financial Services
1.59K
+ 5.62%
$131.36 - $178.61 $208K - $283K
29.8K $4.92M
DHS
Wisdomtree Tr U.S

ETFs
15K
+ 210.2%
$92.66 - $100.58 $1.39M - $1.51M
22.1K $2.06M
CGGO
Capital Group Global Growth Eq

ETFs
72.1K
+ 9.47%
$29.21 - $30.67 $2.11M - $2.21M
833K $24.3M
OWL
Blue Owl Capital Inc.

Financial Services
13.2K
+ 4.74%
$19.51 - $24.81 $258K - $328K
292K $6.79M
UGI
Ugi Corp

Utilities
38.2K
+ 41.61%
$23.24 - $30.37 $887K - $1.16M
130K $3.67M
SYK
Stryker Corp

Healthcare
3.87K
+ 16.4%
$345.14 - $392.15 $1.34M - $1.52M
27.5K $9.9M
FTNT
Fortinet, Inc.

Technology
10.6K
+ 50.49%
$76.49 - $99.21 $808K - $1.05M
31.5K $2.97M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
25.2K
+ 16.96%
$74.5 - $78.37 $1.88M - $1.97M
174K $13M
BKR
Baker Hughes CO

Energy
31.2K
+ 280.51%
$35.98 - $44.88 $1.12M - $1.4M
42.3K $1.74M
INTU
Intuit Inc

Technology
1.79K
+ 6.35%
$602.01 - $706.25 $1.08M - $1.26M
29.9K $18.8M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
78.6K
+ 21.27%
$15.9 - $17.05 $1.25M - $1.34M
448K $7.45M
JBL
Jabil Inc

Technology
8.59K
+ 233.99%
$118.97 - $147.77 $1.02M - $1.27M
12.3K $1.76M
C
Citigroup Inc

Financial Services
5.56K
+ 4.68%
$61.31 - $72.5 $341K - $403K
124K $8.75M
OSCR
Oscar Health, Inc.

Healthcare
98.1K
+ 9811.2%
$13.38 - $20.63 $1.31M - $2.02M
99.1K $1.33M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
7.75K
+ 322.68%
$159.11 - $178.39 $1.23M - $1.38M
10.2K $1.67M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
85.4K
+ 17.92%
$34.13 - $37.35 $2.92M - $3.19M
562K $19.2M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
48.9K
+ 3841.76%
$26.08 - $27.65 $1.28M - $1.35M
50.2K $1.31M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.73K
+ 21.34%
$340.59 - $380.5 $930K - $1.04M
15.5K $5.68M
NEAR
Blackrock Short Maturity Bond

ETFs
26.8K
+ 20.05%
$50.28 - $51.08 $1.35M - $1.37M
161K $8.11M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
27.4K
+ 314.42%
N/A
36.1K $1.65M
VONE
Vanguard Russell 1000 ETF

ETFs
4.54K
+ 105.93%
$257.18 - $277.76 $1.17M - $1.26M
8.82K $2.35M
VV
Vanguard Large Cap ETF

ETFs
3.61K
+ 8.86%
$260.27 - $280.65 $939K - $1.01M
44.3K $11.9M
SCHW
Schwab Charles Corp

Financial Services
5.07K
+ 5.47%
$63.31 - $82.85 $321K - $420K
97.8K $7.24M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.31K
+ 2.79%
$47.29 - $84.74 $61.9K - $111K
48.3K $3.6M
BMY
Bristol Myers Squibb CO

Healthcare
8.07K
+ 5.04%
$51.92 - $59.94 $419K - $484K
168K $9.51M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
61.5K
+ 10.06%
$20.05 - $20.15 $1.23M - $1.24M
673K $13.5M
CME
Cme Group Inc.

Financial Services
2.75K
+ 5.45%
$221.17 - $246.02 $607K - $675K
53.1K $12.3M
ACN
Accenture PLC

Technology
3.8K
+ 5.3%
$343.9 - $376.86 $1.31M - $1.43M
75.6K $26.6M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
13.1K
+ 98.42%
$93.52 - $95.37 $1.22M - $1.25M
26.4K $2.47M
JEF
Jefferies Financial Group Inc.

Financial Services
12.1K
+ 81.35%
$61.95 - $81.75 $748K - $987K
26.9K $2.11M
CDNS
Cadence Design Systems Inc

Technology
2.8K
+ 23.7%
$249.1 - $324.54 $698K - $909K
14.6K $4.39M
HWM
Howmet Aerospace Inc.

Industrials
6.55K
+ 12.71%
$99.72 - $120.09 $653K - $786K
58.1K $6.35M
FANG
Diamondback Energy, Inc.

Energy
8.74K
+ 30.54%
$153.06 - $199.5 $1.34M - $1.74M
37.3K $6.12M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
13.2K
+ 23.8%
$77.98 - $84.06 $1.03M - $1.11M
68.8K $5.56M
XSMO
Invesco S&P Smallcap Momentum

ETFs
17.9K
+ 57.38%
$65.08 - $73.72 $1.16M - $1.32M
49K $3.24M
TQQQ
Proshares Ultrapro Qqq

ETFs
14.7K
+ 3594.62%
$69.42 - $93.29 $1.02M - $1.37M
15.1K $1.2M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
22.9K
+ 26.91%
$74.68 - $81.45 $1.71M - $1.87M
108K $8.08M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
28K
+ 15.3%
$47.98 - $49.47 $1.34M - $1.39M
211K $10.2M
DXCM
Dexcom Inc

Healthcare
13.2K
+ 122.45%
$65.68 - $81.01 $864K - $1.07M
23.9K $1.86M
COIN
Coinbase Global, Inc.

Technology
2.75K
+ 42.57%
$163.17 - $343.62 $449K - $946K
9.22K $2.29M
CB
Chubb LTD

Financial Services
7K
+ 10.31%
$271.57 - $301.89 $1.9M - $2.11M
74.9K $20.7M
GBIL
Goldman Sachs Access Treasury

ETFs
11.8K
+ 6.58%
$99.85 - $100.22 $1.18M - $1.18M
191K $19M
MSI
Motorola Solutions, Inc.

Technology
1.63K
+ 5.81%
$449.08 - $504.6 $733K - $824K
29.7K $13.7M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
13.1K
+ 33.54%
$73.49 - $86.09 $960K - $1.13M
52K $4.01M
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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