New Edge Advisors, LLC Reduced Holdings in Q4 2024

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PAPR
Innovator U.S. Equity Power Bu

ETFs
-295
- 0.36%
$35.71 - $37.1 $10.5K - $10.9K
82.4K $3.03M
TTWO
Take Two Interactive Software Inc

Communication Services
-48
- 2.34%
$147.66 - $190.46 $7.09K - $9.14K
2.01K $369K
USO
United States Oil Fund, LP

ETFs
-161
- 1.35%
$69.66 - $79.2 $11.2K - $12.8K
11.8K $888K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-181
- 3.9%
$78.5 - $102.01 $14.2K - $18.5K
4.46K $441K
TTD
Trade Desk, Inc.

Technology
-832
- 4.01%
$108.7 - $139.51 $90.4K - $116K
19.9K $2.34M
FDX
Fedex Corp

Industrials
-126
- 0.94%
$260.5 - $305.15 $32.8K - $38.4K
13.3K $3.74M
AIZ
Assurant, Inc.

Financial Services
-35
- 0.64%
$186.6 - $228.68 $6.53K - $8K
5.42K $1.15M
NBIX
Neurocrine Biosciences Inc

Healthcare
-169
- 3.35%
$111.62 - $139.44 $18.9K - $23.6K
4.88K $666K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-449
- 1.0%
$35.84 - $41.12 $16.1K - $18.5K
44.6K $1.72M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-583
- 4.2%
$316.94 - $357.88 $185K - $209K
13.3K $4.57M
GLBE
Global E Online Ltd.

Consumer Cyclical
-170
- 2.26%
$35.95 - $57.07 $6.11K - $9.7K
7.34K $400K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-807
- 1.68%
$105.85 - $112.84 $85.4K - $91.1K
47.3K $5.22M
GRMN
Garmin LTD

Technology
-255
- 4.4%
$161.91 - $220.77 $41.3K - $56.3K
5.54K $1.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.56K
- 1.8%
$124.26 - $134.12 $442K - $477K
194K $24.9M
FHN
First Horizon Corp

Financial Services
-50.2K
- 19.74%
$14.91 - $21.42 $749K - $1.08M
204K $4.11M
FOUR
Shift4 Payments, Inc.

Technology
-1.4K
- 6.53%
$88.26 - $114.95 $123K - $160K
20K $2.07M
WSM
Williams Sonoma Inc

Consumer Cyclical
-640
- 6.45%
$129.13 - $198.21 $82.6K - $127K
9.28K $1.72M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-2.11K
- 2.03%
$102.88 - $117.55 $217K - $248K
102K $11M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-3.54K
- 3.29%
$58.39 - $67.04 $207K - $238K
104K $6.61M
ISRG
Intuitive Surgical Inc

Healthcare
-294
- 2.31%
$471.27 - $550.62 $139K - $162K
12.4K $6.49M
DAL
Delta Air Lines, Inc.

Industrials
-1.79K
- 4.67%
$47.46 - $65.77 $84.9K - $118K
36.5K $2.21M
XLK
Technology Sector Spdr

ETFs
-1.42K
- 1.46%
$220.26 - $241.44 $312K - $342K
95.5K $22.2M
PAYC
Paycom Software, Inc.

Technology
-535
- 4.4%
$159.94 - $240.25 $85.6K - $129K
11.6K $2.38M
IGM
Ishares Expanded Tech Sector E

ETFs
-330
- 0.43%
$94.19 - $106.95 $31.1K - $35.3K
77K $7.86M
HUBS
Hubspot Inc

Technology
-259
- 6.62%
$514.07 - $757.4 $133K - $196K
3.65K $2.55M
HOOD
Robinhood Markets, Inc.

Technology
-2.69K
- 6.06%
$22.33 - $43.2 $60.1K - $116K
41.7K $1.55M
VGT
Vanguard Information Technolog

ETFs
-211
- 1.09%
$571.78 - $647.97 $121K - $137K
19.2K $11.9M
SOFI
So Fi Technologies, Inc.

Financial Services
-75.1K
- 31.41%
$7.63 - $16.88 $573K - $1.27M
164K $2.53M
XLY
Select Sector Spdr Consumer Di

ETFs
-314
- 0.99%
$194.8 - $239.43 $61.2K - $75.2K
31.3K $7.02M
LNG
Cheniere Energy, Inc.

Energy
-689
- 2.56%
$181.07 - $225.92 $125K - $156K
26.3K $5.65M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.89K
- 1.23%
$89.66 - $102.16 $169K - $193K
151K $14.6M
TDS
Telephone & Data Systems Inc

Communication Services
-262
- 0.31%
$22.86 - $35.22 $5.99K - $9.23K
84.7K $2.89M
OKE
Oneok Inc

Energy
-3.65K
- 2.63%
$92.28 - $117.05 $337K - $427K
135K $13.5M
TMUS
T Mobile Us, Inc.

Communication Services
-8.78K
- 3.8%
$206.1 - $246.94 $1.81M - $2.17M
222K $49M
AXP
American Express CO

Financial Services
-1.39K
- 1.9%
$267.35 - $305.57 $372K - $425K
71.8K $21.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
-99
- 0.08%
$264.18 - $304.19 $26.2K - $30.1K
119K $33.2M
WMB
Williams Companies, Inc.

Energy
-6.41K
- 2.65%
$46.37 - $59.74 $297K - $383K
236K $12.8M
EOSE
Eos Energy Enterprises, Inc.

Industrials
-760K
- 26.88%
$2.15 - $5.17 $1.63M - $3.93M
2.07M $10.4M
APP
App Lovin Corp

Technology
-5.58K
- 28.1%
$130.67 - $401.5 $730K - $2.24M
14.3K $4.63M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-813
- 0.4%
$370.24 - $418.94 $301K - $341K
201K $80.9M
NVDA
Nvidia Corp

Technology
-159K
- 4.98%
$117.0 - $148.88 $18.7M - $23.7M
3.04M $409M
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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