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
DECK
Deckers Outdoor Corp

Consumer Cyclical
507
+ 5.73%
$152.04 - $211.12 $77.1K - $107K
9.35K $1.9M
JPIE
J P Morgan Exchange Traded Fd
12.5K
+ 11.78%
$45.59 - $46.25 $572K - $580K
119K $5.43M
IYE
Ishares Tr

ETFs
11.3K
+ 28.97%
$43.93 - $51.37 $496K - $580K
50.3K $2.29M
AZN
Astrazeneca PLC

Healthcare
17.7K
+ 32.37%
$63.2 - $79.58 $1.12M - $1.41M
72.5K $4.75M
IDCC
Inter Digital, Inc.

Communication Services
2.36K
+ 488.41%
$142.61 - $200.59 $336K - $473K
2.84K $550K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.69K
+ 827.34%
$101.82 - $114.06 $478K - $535K
5.26K $543K
XPO
Xpo Logistics, Inc.

Industrials
2.04K
+ 22.65%
$105.35 - $158.2 $215K - $323K
11.1K $1.45M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.3K
+ 3.26%
$129.96 - $144.97 $169K - $189K
41.3K $5.75M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
10.7K
+ 76.52%
$53.86 - $60.27 $575K - $644K
24.6K $1.33M
DDOG
Datadog, Inc.

Technology
2.34K
+ 45.84%
$113.98 - $168.65 $266K - $394K
7.44K $1.06M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
9.85K
+ 35.78%
$49.39 - $52.31 $487K - $515K
37.4K $1.86M
BALT
Innovator Etfs Tr
14.4K
+ 55.03%
$30.76 - $31.55 $442K - $453K
40.4K $1.27M
JPIN
Jp Morgan Diversified Return I

ETFs
9.32K
+ 168.45%
$53.56 - $59.9 $499K - $558K
14.9K $795K
IWN
Ishares Russell2000 Val ETF

ETFs
3.15K
+ 15.27%
$162.69 - $181.35 $512K - $571K
23.8K $3.9M
HSBC
Hsbc Holdings PLC

Financial Services
8.25K
+ 66.78%
$43.83 - $49.51 $362K - $408K
20.6K $1.02M
WTW
Willis Towers Watson PLC

Financial Services
1.42K
+ 143.03%
$287.99 - $332.53 $408K - $471K
2.41K $749K
R
Ryder System Inc

Industrials
1.34K
+ 6.17%
$138.78 - $170.03 $186K - $228K
23.1K $3.62M
XYLD
Global X Fds S&P 500 Covered C

ETFs
10.3K
+ 27.24%
$40.86 - $43.42 $422K - $448K
48.2K $2.02M
MCY
Mercury General Corp

Financial Services
6.69K
+ 2230.0%
$62.82 - $78.96 $420K - $528K
6.99K $464K
NDAQ
Nasdaq, Inc.

Financial Services
5.25K
+ 56.21%
$70.87 - $83.05 $372K - $436K
14.6K $1.13M
OTTR
Otter Tail Corp

Utilities
6.65K
+ 63.07%
$73.59 - $85.52 $489K - $569K
17.2K $1.27M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
141
+ 4.0%
$260.53 - $404.79 $36.7K - $57.1K
3.66K $1.4M
TXN
Texas Instruments Inc

Technology
2.29K
+ 3.73%
N/A
63.7K $12.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
10.3K
+ 26.48%
$70.63 - $78.23 $727K - $805K
49.2K $3.49M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.09K
+ 0.45%
$51.31 - $55.61 $56K - $60.7K
242K $12.9M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
9.11K
+ 5.44%
$47.5 - $47.86 $433K - $436K
177K $8.4M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
25.4K
+ 55.25%
$19.47 - $20.95 $495K - $533K
71.4K $1.39M
AZO
Autozone Inc

Consumer Cyclical
118
+ 10.89%
$2981.19 - $3370.27 $352K - $398K
1.2K $3.85M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.08K
+ 3.44%
$278.19 - $315.36 $302K - $342K
32.6K $9.38M
CBSH
Commerce Bancshares Inc

Financial Services
6.37K
+ 56.42%
$57.04 - $74.36 $364K - $474K
17.7K $1.1M
CVLT
Commvault Systems Inc

Technology
2.87K
+ 175.12%
$132.26 - $177.6 $380K - $510K
4.51K $680K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
11.1K
+ 172.59%
$40.41 - $45.12 $449K - $501K
17.5K $710K
PCAR
Paccar Inc

Industrials
3.3K
+ 21.14%
$97.92 - $118.41 $323K - $390K
18.9K $1.96M
PAYX
Paychex Inc

Industrials
1.41K
+ 3.81%
$135.86 - $148.73 $191K - $209K
38.3K $5.37M
FCG
First Tr Exchange Traded Fd

ETFs
16.9K
+ 785.47%
$22.98 - $26.48 $388K - $447K
19K $468K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
266
+ 4.0%
$173.13 - $258.09 $46.1K - $68.7K
6.92K $1.6M
BR
Broadridge Financial Solutions, Inc.

Technology
956
+ 5.33%
$209.64 - $236.44 $200K - $226K
18.9K $4.27M
AMZA
Etfis Ser Tr I

ETFs
6.92K
+ 12.72%
$39.41 - $47.31 $273K - $327K
61.3K $2.62M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
5.08K
+ 39.65%
$74.18 - $85.35 $376K - $433K
17.9K $1.38M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
17.4K
+ 29.87%
$33.39 - $37.66 $582K - $657K
75.8K $2.53M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
15.2K
+ 470.42%
$26.79 - $30.35 $406K - $460K
18.4K $499K
DFAU
Dimensional ETF Tr

ETFs
9.04K
+ 20.54%
$39.27 - $42.38 $355K - $383K
53.1K $2.15M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.24K
+ 35.97%
$134.53 - $150.65 $436K - $488K
12.2K $1.66M
TM
Toyota Motor Corp

Consumer Cyclical
1.47K
+ 20.48%
$169.2 - $199.52 $248K - $292K
8.62K $1.68M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.45K
+ 10.92%
$209.89 - $233.24 $724K - $804K
35K $7.44M
NSC
Norfolk Southern Corp

Industrials
2.6K
+ 16.52%
$230.6 - $277.0 $599K - $719K
18.3K $4.3M
AXON
Axon Enterprise, Inc.

Industrials
192
+ 13.39%
$399.22 - $689.78 $76.7K - $132K
1.63K $966K
PANW
Palo Alto Networks Inc

Technology
45.4K
+ 92.23%
$181.96 - $405.9 $8.26M - $18.4M
94.6K $17.2M
GWRE
Guidewire Software, Inc.

Technology
2.44K
+ 178.99%
$168.58 - $207.12 $411K - $505K
3.8K $640K
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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