New Edge Advisors, LLC Reduced Holdings in Q3 2024

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Invesco Exchange Traded Fd T
-439
- 8.85%
N/A
4.52K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-464
- 4.15%
N/A
10.7K $0
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-18
- 5.37%
$36.78 - $39.02 $662 - $702
317 $12K
ILCG
Ishares Morningstar Growth ETF
-3.42K
- 27.12%
N/A
9.19K $0
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-30
- 9.58%
$26.4 - $32.02 $792 - $961
283 $8K
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-816
- 3.32%
N/A
23.7K $0
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-18
- 0.69%
$46.68 - $50.38 $840 - $907
2.6K $129K
Jacobs Solutions Inc
-712
- 12.45%
N/A
5.01K $0
Knife River
-592
- 3.13%
N/A
18.4K $0
Lazard Inc
-12.2K
- 95.05%
N/A
633 $0
Liberty Media
-44
- 22.0%
N/A
156 $0
Li Cycle Holdings
-187
- 58.81%
N/A
131 $0
Lithium Amers
-1.93K
- 24.48%
N/A
5.94K $0
Lithium Amers
-270
- 4.35%
N/A
5.94K $0
Masterbrand Inc
-268
- 11.84%
N/A
2K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-5.05K
- 19.97%
N/A
20.2K $0
Newpark Res Inc
-41
- 0.36%
N/A
11.5K $0
Nextracker Inc
-17.4K
- 93.62%
N/A
1.18K $0
Ni Holdings
-483
- 65.89%
N/A
250 $0
Nrx Pharmaceuticals
-500
- 85.76%
N/A
83 $0
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-3.66K
- 4.23%
$5.44 - $5.91 $19.9K - $21.6K
82.9K $480K
Nuveen Global High Income Fd
-3.6K
- 7.12%
N/A
47K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-6
- 0.24%
N/A
2.53K $0
ONL
Orion Office Reit Inc.

Real Estate
-10
- 3.05%
$3.35 - $4.27 $33.5 - $42.7
318 $1K
Ouster Inc
-62.5K
- 74.47%
N/A
21.4K $0
Owlet Inc
-1.42K
- 99.86%
N/A
2 $0
Palladyne Ai
-42
- 0.47%
N/A
8.94K $0
PTEN
Patterson Uti Energy Inc

Energy
-51
- 53.68%
$7.5 - $11.0 $383 - $561
44 $0
Peakstone Realty
-529
- 7.12%
N/A
6.9K $0
PDI
Pimco Dynamic Income Fund

Financial Services
-7.77K
- 7.13%
$18.7 - $20.25 $145K - $157K
101K $2.05M
BPOP
Popular, Inc.

Financial Services
-20
- 16.13%
$85.64 - $104.28 $1.71K - $2.09K
104 $10K
POR
Portland General Electric CO

Utilities
-2
- 1.35%
$42.44 - $49.09 $84.9 - $98.2
146 $6K
Pro Dex
-204
- 49.04%
N/A
212 $0
Proshares Tr
-12.5K
- 44.84%
N/A
15.3K $0
Put 10 Jpmorgan Chase&Co
-7
- 50.0%
N/A
7 $0
REZI
Resideo Technologies, Inc.

Industrials
-8
- 3.36%
$17.98 - $22.72 $144 - $182
230 $4K
Seanergy Maritime
-10.7K
- 92.89%
N/A
819 $0
Sila Realty
-124
- 24.31%
N/A
386 $0
WDIV
Spdr S&P Global Dividend ETF

ETFs
-83
- 11.29%
$59.25 - $67.03 $4.92K - $5.56K
652 $43K
Spdr Msci
-900
- 20.62%
N/A
3.46K $0
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-20
- 9.09%
$102.5 - $112.27 $2.05K - $2.25K
200 $22K
STEL
Stellar Bancorp Inc
-30K
- 18.39%
N/A
133K $0
STC
Stewart Information Services Corp

Financial Services
-2
- 9.09%
$61.23 - $76.01 $122 - $152
20 $1K
SSYS
Stratasys Ltd.

Technology
-100
- 28.99%
$6.16 - $9.48 $616 - $948
245 $2K
Strategic Trust
-5.63K
- 99.98%
N/A
1 $0
SLVM
Sylvamo Corp

Basic Materials
-3
- 6.12%
$65.73 - $87.18 $197 - $262
46 $3K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-12
- 2.88%
$13.0 - $15.08 $156 - $181
404 $5K
TS
Tenaris Sa

Energy
-8
- 19.05%
$27.63 - $32.0 $221 - $256
34 $1K
Tko Group
-94
- 20.22%
N/A
371 $0
Activity Summary
Buys All Purchases 1655 New Holdings 245 Increased Positions 1410 Sells All Sells 1277 Reductions 1276 Sold out 1 Options Calls 0 Puts 0
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