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
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-1.79K
- 22.29%
$52.31 - $58.18 $93.7K - $104K
6.24K $363K
BRO
Brown & Brown, Inc.

Financial Services
-3.47K
- 17.76%
$89.11 - $105.82 $310K - $368K
16.1K $1.67M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.1K
- 23.4%
$40.6 - $42.32 $85.3K - $88.9K
6.88K $289K
AOA
Ishares Tr Core Aggressive All

ETFs
-3.13K
- 7.85%
$72.11 - $79.05 $226K - $248K
36.7K $2.9M
PCM
Pcm Fund, Inc.

Financial Services
-19.3K
- 15.14%
$7.51 - $8.06 $145K - $156K
108K $864K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-6.23K
- 8.37%
$46.51 - $51.5 $290K - $321K
68.2K $3.51M
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
-4.68K
- 25.13%
$23.2 - $25.96 $109K - $121K
13.9K $357K
SEIC
Sei Investments CO

Financial Services
-1.45K
- 32.11%
$63.1 - $69.83 $91.3K - $101K
3.06K $211K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-3.98K
- 23.44%
$41.22 - $51.19 $164K - $204K
13K $634K
RE
Everest Re Group LTD

Financial Services
-213
- 13.24%
N/A
1.4K $517K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-3.18K
- 7.86%
$23.06 - $25.77 $73.2K - $81.8K
37.2K $934K
HEZU
Ishares Currency Hedged Msci E

ETFs
-2.58K
- 7.58%
$33.46 - $37.07 $86.3K - $95.6K
31.4K $1.16M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-6.67K
- 13.23%
$10.91 - $12.02 $72.8K - $80.2K
43.8K $510K
JHX
James Hardie Industries PLC

Basic Materials
-4.19K
- 39.06%
$31.27 - $42.02 $131K - $176K
6.54K $261K
NWL
Newell Brands Inc.

Consumer Defensive
-12.8K
- 78.16%
$5.73 - $8.91 $73.1K - $114K
3.56K $27K
PCF
High Income Securities Fund

Financial Services
-8.7K
- 8.73%
$6.41 - $6.89 $55.8K - $59.9K
90.9K $620K
PMO
Putnam Municipal Opportunities Trust

Financial Services
-8.25K
- 32.26%
$10.15 - $10.9 $83.7K - $89.9K
17.3K $188K
VIRC
Virco Mfg Corporation

Consumer Cyclical
-5.26K
- 33.37%
$12.93 - $18.24 $68K - $95.9K
10.5K $145K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
-8.81K
- 7.72%
$6.85 - $7.25 $60.3K - $63.9K
105K $730K
MXL
Maxlinear Inc

Technology
-3.58K
- 98.51%
$11.1 - $25.38 $39.7K - $90.8K
54 $0
PRIM
Primoris Services Corp

Industrials
-1.55K
- 73.49%
$47.41 - $59.36 $73.5K - $92K
559 $32K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
-5.35K
- 12.14%
$9.47 - $14.79 $50.7K - $79.2K
38.7K $455K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-5.55K
- 2.94%
$48.27 - $49.43 $268K - $274K
183K $9.04M
NVT
N Vent Electric PLC

Industrials
-735
- 25.78%
$60.72 - $81.19 $44.6K - $59.7K
2.12K $148K
WDC
Western Digital Corp

Technology
-30
- 0.33%
$56.25 - $80.24 $1.69K - $2.41K
9.11K $622K
BE
Bloom Energy Corp

Industrials
-5.5K
- 95.8%
$9.75 - $15.28 $53.6K - $84K
241 $2K
RXI
Ishares Tr

ETFs
-468
- 51.54%
$150.45 - $178.42 $70.4K - $83.5K
440 $78K
MFC
Manulife Financial Corp

Financial Services
-5.05K
- 18.25%
$24.13 - $29.63 $122K - $150K
22.6K $669K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-5.43K
- 8.03%
$66.31 - $74.08 $360K - $402K
62.2K $4.56M
ZDGE
Zedge, Inc.

Communication Services
-25.8K
- 62.34%
$2.87 - $4.23 $73.9K - $109K
15.6K $57K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-817
- 3.12%
$11.03 - $18.11 $9.01K - $14.8K
25.4K $284K
BDC
Belden Inc.

Technology
-708
- 98.33%
$89.54 - $117.13 $63.4K - $82.9K
12 $1K
INMB
Inmune Bio, Inc.

Healthcare
-5.48K
- 52.27%
$4.86 - $9.86 $26.6K - $54K
5K $26K
WBS
Webster Financial Corp

Financial Services
-1.58K
- 57.54%
$42.49 - $49.62 $67.3K - $78.6K
1.17K $54K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-2.45K
- 53.59%
$24.38 - $30.06 $59.8K - $73.7K
2.12K $63K
HSY
Hershey CO

Consumer Defensive
-604
- 9.27%
$182.45 - $203.25 $110K - $123K
5.91K $1.13M
NVMI
Nova Ltd.

Technology
-125
- 8.82%
$172.87 - $244.49 $21.6K - $30.6K
1.29K $269K
MLN
Vaneck Long Muni ETF

ETFs
-4.2K
- 13.63%
$17.77 - $18.32 $74.6K - $76.9K
26.6K $487K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
-5.5K
- 8.74%
$11.86 - $12.27 $65.2K - $67.5K
57.4K $687K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-2.55K
- 26.41%
$28.67 - $32.82 $73.1K - $83.7K
7.11K $224K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1.58K
- 12.3%
$44.87 - $47.18 $71.1K - $74.7K
11.3K $532K
GLO
Clough Global Opportunities Fund

Financial Services
-10.9K
- 42.3%
$4.94 - $5.58 $53.6K - $60.5K
14.8K $80K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-2.6K
- 4.96%
$43.21 - $49.0 $112K - $127K
49.8K $2.41M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.35K
- 4.72%
$21.02 - $23.78 $28.4K - $32.1K
27.2K $606K
MT
Arcelor Mittal

Basic Materials
-2.84K
- 52.42%
$21.09 - $26.26 $59.9K - $74.6K
2.58K $67K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-3.67K
- 2.88%
$23.47 - $23.74 $86.2K - $87.2K
124K $2.94M
SWN
Southwestern Energy CO

Energy
-11.1K
- 18.87%
$6.0 - $7.15 $66.7K - $79.4K
47.8K $339K
EGP
Eastgroup Properties Inc

Real Estate
-376
- 44.44%
$169.51 - $191.71 $63.7K - $72.1K
470 $87K
KWR
Quaker Chemical Corp

Basic Materials
-329
- 83.5%
$157.95 - $192.14 $52K - $63.2K
65 $10K
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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