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
VRT
Vertiv Holdings CO

Industrials
8.98K
+ 10.39%
N/A
95.4K $8.27M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
33.3K
+ 30.12%
$25.3 - $26.31 $844K - $877K
144K $3.68M
TWLO
Twilio Inc

Communication Services
7.04K
+ 2648.12%
$63.73 - $114.96 $449K - $810K
7.31K $790K
BOTZ
Global X Fds

ETFs
24.3K
+ 145.92%
$31.11 - $34.18 $755K - $829K
40.9K $1.31M
SJNK
Spdr Bloomberg Short Term High

ETFs
30.5K
+ 1286.66%
$25.09 - $25.69 $765K - $783K
32.9K $829K
EWC
Ishares Msci Canada ETF

ETFs
18.8K
+ 85509.09%
$39.64 - $43.28 $746K - $814K
18.8K $759K
GLW
Corning Inc

Technology
10.4K
+ 9.44%
$44.11 - $49.76 $459K - $517K
121K $5.73M
IWC
Russell Micro Cap ETF

ETFs
5.73K
+ 9555.0%
$120.3 - $138.84 $690K - $796K
5.79K $755K
SNOW
Snowflake Inc.

Technology
2.62K
+ 30.3%
$109.65 - $186.51 $288K - $489K
11.3K $1.74M
COF
Capital One Financial Corp

Financial Services
3.03K
+ 42.27%
$145.19 - $192.01 $440K - $582K
10.2K $1.82M
ORCL
Oracle Corp

Technology
15.5K
+ 3.12%
$165.41 - $192.43 $2.56M - $2.98M
512K $85.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
331K
+ 213.26%
$22.4 - $68.28 $7.42M - $22.6M
487K $11.3M
EWJ
Ishares Msci Japan ETF

ETFs
12.4K
+ 53.55%
$66.18 - $71.84 $822K - $892K
35.6K $2.39M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
192K
+ 29502.31%
$3.53 - $7.8 $677K - $1.5M
192K $733K
IONQ
Ion Q, Inc.

Technology
15.7K
+ 738.14%
$8.17 - $48.24 $128K - $756K
17.8K $743K
VMI
Valmont Industries Inc

Industrials
2.34K
+ 670.2%
$287.0 - $352.14 $671K - $824K
2.69K $824K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
29.7K
+ 99.07%
$24.61 - $25.12 $732K - $747K
59.8K $1.48M
CCJ
Cameco Corp

Energy
6.28K
+ 5.75%
$48.64 - $61.14 $306K - $384K
116K $5.94M
CSX
Csx Corp

Industrials
27.2K
+ 37.33%
$31.58 - $36.88 $858K - $1M
99.9K $3.22M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
93.2K
+ 318.01%
$7.35 - $8.04 $685K - $749K
122K $933K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.52K
+ 9.0%
$178.39 - $215.0 $449K - $542K
30.5K $5.89M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
40.6K
+ 41.98%
$19.7 - $20.82 $800K - $846K
137K $2.72M
ETN
Eaton Corp PLC

Industrials
1.96K
+ 1.97%
$326.96 - $377.52 $641K - $741K
102K $33.7M
NET
Cloudflare, Inc.

Technology
5.35K
+ 121.14%
$78.11 - $117.56 $418K - $629K
9.77K $1.05M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
16.6K
+ 44.26%
$48.17 - $53.38 $799K - $885K
54.1K $2.64M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.36K
+ 3.22%
$170.03 - $192.78 $232K - $263K
43.7K $8.07M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
4.89K
+ 38.22%
$97.09 - $120.01 $475K - $587K
17.7K $1.91M
ELY
Callaway Golf CO

Consumer Cyclical
36.3K
+ 39.78%
N/A
127K $2.39M
HDB
Hdfc Bank LTD

Financial Services
10.5K
+ 4495.73%
$59.45 - $68.01 $625K - $715K
10.8K $686K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
34.9K
+ 13.57%
$23.29 - $23.93 $813K - $835K
292K $6.86M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
7.74K
+ 23.35%
$72.18 - $81.41 $558K - $630K
40.9K $3.09M
PEG
Public Service Enterprise Group Inc

Utilities
9.95K
+ 26.15%
$81.87 - $94.51 $815K - $940K
48K $4.06M
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.66K
+ 157.69%
$184.21 - $199.29 $674K - $729K
5.98K $1.1M
XLE
Energy Sector Spdr

ETFs
11.6K
+ 7.31%
$83.32 - $97.27 $967K - $1.13M
171K $14.6M
UAL
United Airlines Holdings, Inc.

Industrials
480
+ 3.16%
$55.62 - $102.44 $26.7K - $49.2K
15.7K $1.52M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.3K
+ 8.33%
$57.53 - $60.83 $1.11M - $1.18M
251K $14.5M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
3.76K
+ 140.86%
$157.33 - $189.22 $592K - $712K
6.43K $1.08M
FDVV
Fidelity High Dividend ETF

ETFs
14K
+ 18.97%
$49.66 - $52.63 $695K - $736K
87.7K $4.38M
HLI
Houlihan Lokey, Inc.

Financial Services
1.48K
+ 5.96%
$158.81 - $190.49 $235K - $282K
26.3K $4.57M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
14.3K
+ 275.64%
$45.38 - $46.88 $647K - $668K
19.4K $886K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
20.3K
+ 20.08%
N/A
121K $3.82M
CHD
Church & Dwight CO Inc

Consumer Defensive
6.07K
+ 30.81%
$99.11 - $112.25 $602K - $681K
25.8K $2.7M
VALE
Vale S.A.

Basic Materials
72.3K
+ 2160.26%
$8.74 - $11.78 $632K - $852K
75.7K $671K
EQIX
Equinix Inc

Real Estate
587
+ 42.29%
$865.69 - $985.0 $508K - $578K
1.98K $1.86M
DSI
Ishares Msci Kld 400 Social Et

ETFs
5.44K
+ 28.51%
$107.41 - $115.71 $584K - $629K
24.5K $2.7M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.26K
+ 23.14%
$100.18 - $109.1 $527K - $574K
28K $2.94M
SOUN
Soundhound Ai, Inc.

Technology
15.7K
+ 75.72%
$4.51 - $24.23 $70.6K - $379K
36.3K $721K
DE
Deere & CO

Industrials
1.2K
+ 6.67%
$389.45 - $466.0 $466K - $558K
19.1K $8.11M
AGYS
Agilysys Inc

Technology
4.24K
+ 151.81%
$98.38 - $141.74 $417K - $601K
7.04K $926K
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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