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
DFUS
Dimensional ETF Tr U S Equity

ETFs
13.5K
+ 9.52%
$61.52 - $66.5 $828K - $895K
155K $9.88M
O
Realty Income Corp

Real Estate
31.5K
+ 52.59%
$51.76 - $64.71 $1.63M - $2.04M
91.3K $4.88M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
335K
+ 148.09%
$18.41 - $40.87 $6.16M - $13.7M
561K $10.4M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
13.9K
+ 99507.14%
$76.72 - $82.83 $1.07M - $1.15M
13.9K $1.08M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
35K
+ 12.65%
$45.17 - $47.23 $1.58M - $1.65M
311K $14.1M
BLOK
Amplify ETF Tr Trnsformational

ETFs
23.5K
+ 392.35%
$36.5 - $53.22 $859K - $1.25M
29.5K $1.28M
ABC
Amerisourcebergen Corp

Healthcare
5.59K
+ 2.52%
N/A
227K $42.1M
NDSN
Nordson Corp

Industrials
5.02K
+ 895.01%
$208.83 - $264.36 $1.05M - $1.33M
5.58K $1.17M
WM
Waste Management Inc

Industrials
6.29K
+ 14.42%
$201.79 - $228.46 $1.27M - $1.44M
49.9K $10.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.07K
+ 3.62%
$417.69 - $450.94 $864K - $933K
59.1K $25.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.26K
+ 3.36%
$126.68 - $134.74 $1.17M - $1.25M
285K $36.4M
LRGF
Ishares Tr

ETFs
16.5K
+ 338.63%
$58.25 - $63.26 $963K - $1.05M
21.4K $1.29M
ARES
Ares Management Corp

Financial Services
1.71K
+ 5.15%
$153.38 - $183.7 $262K - $313K
34.8K $6.17M
DELL
Dell Technologies Inc.

Technology
9.78K
+ 25.18%
$111.96 - $144.21 $1.09M - $1.41M
48.6K $5.6M
FXR
First Trust Industrials/Produc

ETFs
16.6K
+ 6.05%
$74.81 - $83.27 $1.24M - $1.38M
290K $21.7M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
48.2K
+ 5331.86%
N/A
49.1K $995K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
10.6K
+ 8.7%
$55.73 - $66.16 $592K - $703K
133K $8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
22.2K
+ 79.64%
$46.07 - $48.17 $1.02M - $1.07M
50K $2.3M
BBY
Best Buy CO Inc

Consumer Cyclical
20.3K
+ 45.49%
$85.2 - $101.35 $1.73M - $2.06M
64.9K $5.56M
BSCU
Invesco Exc Self Ind Tr

ETFs
58.5K
+ 16720.57%
$16.32 - $16.99 $955K - $994K
58.9K $963K
WTRG
Essential Utilities, Inc.

Utilities
26.5K
+ 1009.4%
$36.18 - $40.55 $959K - $1.08M
29.1K $1.06M
BSX
Boston Scientific Corp

Healthcare
5.42K
+ 6.49%
$83.62 - $91.5 $453K - $496K
88.9K $7.94M
DKNG
Draft Kings Inc.

Consumer Cyclical
26.6K
+ 100.25%
$35.32 - $44.84 $941K - $1.19M
53.2K $1.98M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
14.8K
+ 41.91%
N/A
50.2K $3.13M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
41.6K
+ 21.24%
$24.82 - $25.48 $1.03M - $1.06M
237K $5.91M
T
At&T Inc.

Communication Services
23K
+ 4.69%
$21.22 - $23.88 $489K - $550K
514K $11.7M
EPD
Enterprise Products Partners L.P.

Energy
8.13K
+ 2.87%
$28.66 - $34.43 $233K - $280K
292K $9.15M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
47.7K
+ 52.16%
$18.59 - $18.8 $886K - $896K
139K $2.59M
BITO
Proshares Tr Bitcoin Strategy

ETFs
24.6K
+ 29.01%
$16.99 - $27.42 $418K - $674K
109K $2.49M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
38.1K
+ 21.99%
$24.66 - $27.63 $940K - $1.05M
211K $5.35M
ALL
Allstate Corp

Financial Services
4.08K
+ 18.55%
$181.25 - $208.2 $740K - $850K
26.1K $5.03M
ETR
Entergy Corp

Utilities
51.9K
+ 93.91%
$73.19 - $156.4 $3.8M - $8.12M
107K $8.13M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
7.8K
+ 75.88%
$119.34 - $127.78 $931K - $997K
18.1K $2.16M
QCOM
Qualcomm Inc

Technology
14.5K
+ 17.25%
$150.4 - $178.04 $2.19M - $2.59M
98.9K $15.2M
TRV
Travelers Companies, Inc.

Financial Services
2.71K
+ 9.39%
$225.97 - $266.66 $612K - $723K
31.6K $7.61M
SMR
Nuscale Power Corp

Industrials
45.6K
+ 1031.25%
$11.69 - $30.21 $533K - $1.38M
50K $896K
IDEV
Ishares Core Msci Intl Develop

ETFs
15.7K
+ 54.26%
$64.18 - $70.42 $1.01M - $1.11M
44.6K $2.88M
AVUS
American Centy ETF Tr Avantis

ETFs
7.69K
+ 18.41%
$94.36 - $102.06 $725K - $784K
49.4K $4.79M
FTI
Technip Fmc PLC

Energy
20.1K
+ 22.95%
$25.16 - $31.95 $505K - $641K
108K $3.11M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
25.4K
+ 8.54%
$40.26 - $42.88 $1.02M - $1.09M
322K $13M
WST
West Pharmaceutical Services Inc

Healthcare
1.15K
+ 7.18%
$285.69 - $344.0 $327K - $394K
17.1K $5.6M
DOX
Amdocs LTD

Technology
9.61K
+ 189.21%
$82.94 - $92.86 $797K - $892K
14.7K $1.25M
PRN
Invesco Dwa Industrials Moment

ETFs
5.12K
+ 32.06%
$151.92 - $177.75 $778K - $911K
21.1K $3.25M
DFS
Discover Financial Services

Financial Services
2.73K
+ 27.76%
$136.3 - $182.67 $372K - $498K
12.5K $2.17M
EME
Emcor Group, Inc.

Industrials
1.15K
+ 10.03%
$427.96 - $526.95 $491K - $605K
12.6K $5.72M
JBBB
Janus Detroit Str Tr Henderson

ETFs
15.9K
+ 81.35%
$48.59 - $49.45 $774K - $788K
35.5K $1.75M
RJF
Raymond James Financial Inc

Financial Services
477
+ 2.2%
$123.0 - $170.1 $58.7K - $81.1K
22.2K $3.45M
PKG
Packaging Corp Of America

Consumer Cyclical
3K
+ 26.29%
$211.98 - $248.85 $635K - $746K
14.4K $3.24M
SPMD
Spdr Portfolio

ETFs
14.3K
+ 7.55%
$54.13 - $59.56 $774K - $852K
204K $11.1M
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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