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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
13.5K
+ 53.78%
$47.58 - $48.56 $643K - $656K
38.6K $1.85M
INFY
Infosys LTD

Technology
28.4K
+ 1288.1%
$20.71 - $23.42 $587K - $664K
30.6K $669K
MLPA
Global X Mlp ETF

ETFs
10.5K
+ 16.19%
$47.44 - $52.61 $500K - $555K
75.7K $3.74M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4.55K
+ 9.73%
$118.0 - $127.04 $537K - $578K
51.3K $6.24M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.88K
+ 25.75%
$69.3 - $74.3 $546K - $585K
38.5K $2.75M
SUB
Ishares Short Term National Mu

ETFs
6K
+ 14.3%
$104.94 - $106.2 $630K - $637K
48K $5.06M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.56K
+ 7.02%
$119.61 - $136.3 $426K - $485K
54.3K $6.7M
RECS
Columbia ETF Tr I

ETFs
11.1K
+ 3.65%
$33.61 - $36.42 $374K - $406K
316K $10.9M
TRP
Tc Energy Corp

Energy
14K
+ 27.23%
$44.03 - $50.23 $618K - $705K
65.6K $3.05M
PHYS
Sprott Physical Gold Trust

Financial Services
30.2K
+ 84.79%
$19.66 - $21.66 $593K - $654K
65.8K $1.32M
AIT
Applied Industrial Technologies Inc

Industrials
2.46K
+ 835.71%
$220.05 - $280.49 $541K - $689K
2.75K $658K
EXEL
Exelixis, Inc.

Healthcare
14.9K
+ 113.84%
$25.39 - $36.46 $377K - $542K
27.9K $929K
SKYY
First Trust Cloud Computing Et

ETFs
1.4K
+ 5.56%
$99.98 - $130.46 $140K - $183K
26.6K $3.16M
NI
Nisource Inc.

Utilities
15.9K
+ 499.75%
$33.74 - $38.25 $535K - $607K
19K $699K
PSTG
Pure Storage, Inc.

Technology
6.15K
+ 32.92%
$48.19 - $66.6 $297K - $410K
24.8K $1.53M
AWI
Armstrong World Industries Inc

Industrials
4.15K
+ 9641.86%
$133.26 - $162.01 $552K - $672K
4.19K $592K
AMSC
American Superconductor Corp

Industrials
23.6K
+ 732.27%
$21.33 - $36.81 $504K - $870K
26.9K $661K
UTHR
United Therapeutics Corp

Healthcare
1.68K
+ 124.55%
$348.66 - $410.0 $585K - $688K
3.03K $1.07M
TTE
Total Energies Se

Energy
8.5K
+ 22.39%
N/A
46.5K $3.19M
HUN
Huntsman Corp

Basic Materials
35.7K
+ 324.06%
$17.57 - $24.21 $628K - $865K
46.8K $843K
HFRO
Highland Income Fund\Ma

Financial Services
112K
+ 941.97%
$5.16 - $6.21 $579K - $696K
124K $643K
ARCC
Ares Capital Corp

Financial Services
22.5K
+ 27.39%
$20.74 - $22.27 $467K - $501K
105K $2.29M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
14.9K
+ 19.59%
$44.45 - $45.41 $661K - $675K
90.7K $4.03M
IREN
Iris Energy LTD

Financial Services
50.1K
+ 90.77%
$7.33 - $15.39 $367K - $771K
105K $1.03M
QSWN
Amplify ETF Tr Blackswan Tech

ETFs
27.2K
+ 56.07%
$21.37 - $22.87 $580K - $621K
75.6K $1.64M
MDT
Medtronic PLC

Healthcare
28.7K
+ 16.87%
$79.61 - $92.24 $2.28M - $2.64M
199K $15.9M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
16.1K
+ 13.19%
$51.33 - $53.74 $825K - $864K
138K $7.11M
ISCG
Ishares Morningstar Small Cap

ETFs
11.1K
+ 145.96%
$48.22 - $54.03 $534K - $599K
18.7K $923K
STRL
Sterling Construction CO Inc

Industrials
3.22K
+ 893.07%
$142.94 - $199.03 $461K - $642K
3.59K $603K
SQ
Block, Inc.

Technology
4.94K
+ 67.92%
$65.06 - $98.92 $321K - $489K
12.2K $1.04M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 7.14%
$664750.0 - $724132.5 $665K - $724K
15 $10.2M
MSCI
Msci Inc.

Financial Services
591
+ 5.25%
$569.09 - $635.99 $336K - $376K
11.9K $7.11M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
15.6K
+ 169.17%
$36.01 - $38.42 $561K - $599K
24.8K $895K
LNT
Alliant Energy Corp

Utilities
9.46K
+ 74.53%
$56.24 - $63.63 $532K - $602K
22.1K $1.31M
AON
Aon PLC

Financial Services
1.08K
+ 9.78%
$344.14 - $393.31 $370K - $423K
12.1K $4.33M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5.83K
+ 1436.45%
$89.9 - $100.66 $524K - $587K
6.24K $563K
D
Dominion Energy, Inc

Utilities
13.9K
+ 24.3%
$52.63 - $60.92 $730K - $845K
71K $3.82M
EEM
Ishares Msci Emerging Markets

ETFs
16.9K
+ 36.92%
$41.82 - $47.36 $709K - $803K
62.9K $2.63M
POCT
Innovator U.S. Equity Power Bu

ETFs
12.3K
+ 20.63%
$38.63 - $40.03 $473K - $491K
71.7K $2.84M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5.55K
+ 152.94%
$83.95 - $99.75 $466K - $553K
9.17K $819K
GLD
Spdr Gold Trust

ETFs
2.92K
+ 1.48%
$236.59 - $257.5 $690K - $751K
200K $48.5M
OEF
Ishares S&P 100 ETF

ETFs
1.93K
+ 9.64%
N/A
22K $5.85M
FXI
Ishares Tr

ETFs
17K
+ 248.44%
$29.52 - $36.69 $502K - $624K
23.9K $726K
GTLB
Gitlab Inc.

Technology
9.01K
+ 6044.97%
$48.76 - $67.19 $439K - $605K
9.16K $515K
LANC
Lancaster Colony Corp

Consumer Defensive
2.93K
+ 6371.74%
$172.18 - $200.28 $505K - $587K
2.98K $515K
PDD
Pinduoduo Inc.

Consumer Cyclical
7.87K
+ 115.64%
$94.39 - $154.27 $743K - $1.21M
14.7K $1.42M
AXS
Axis Capital Holdings LTD

Financial Services
5.43K
+ 210.27%
$78.26 - $94.05 $425K - $510K
8.01K $709K
FSK
Fs Kkr Capital Corp

Financial Services
3.21K
+ 1.47%
$19.71 - $22.22 $63.2K - $71.3K
222K $4.82M
CNQ
Canadian Natural Resources LTD

Energy
19.4K
+ 43.83%
$29.51 - $37.6 $572K - $729K
63.6K $1.96M
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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