New Edge Wealth, LLC Purchases and Sells in Q4 2024

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

Top Buys

Incresed Positions

405 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	62.9K + 5.86%	$221.69 - $259.02 $13.9M - $16.3M	1.14M $284M
AVGO	25.3K + 6.27%	$159.67 - $250.0 $4.04M - $6.32M	429K $99.4M
GOOGL	42.1K + 6.11%	$161.86 - $196.66 $6.82M - $8.28M	732K $139M
HTRB	611K + 536.32%	$33.33 - $35.01 $20.4M - $21.4M	725K $24.2M
JPM	31.7K + 8.45%	$205.18 - $250.29 $6.49M - $7.92M	406K $97.4M
NVDA	76.4K + 12.82%	$117.0 - $148.88 $8.94M - $11.4M	672K $90.3M

New Holdings

99 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BAB	180K New	$26.08 - $27.65 $4.7M - $4.98M	180K $4.71M
MLN	216K New	$17.61 - $18.29 $3.8M - $3.95M	216K $3.86M
OLLI	32.5K New	$87.56 - $119.8 $2.85M - $3.9M	32.5K $3.57M
CXSE	103K New	$29.75 - $39.52 $3.06M - $4.06M	103K $3.07M
BKR	63K New	$35.98 - $44.88 $2.27M - $2.83M	63K $2.58M
IWP	14K New	$116.4 - $138.52 $1.63M - $1.94M	14K $1.77M

Top Sells

Reduced Positions

356 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USIG	-554K - 98.84%	$50.14 - $52.56 $27.8M - $29.1M	6.48K $325K
VCSH	-198K - 35.19%	$77.86 - $79.27 $15.4M - $15.7M	365K $28.4M
PULS	-249K - 73.93%	$49.51 - $49.79 $12.4M - $12.4M	88K $4.36M
CALF	-197K - 76.3%	$43.84 - $48.76 $8.65M - $9.63M	61.3K $2.7M
VGIT	-151K - 63.56%	$57.78 - $60.4 $8.73M - $9.12M	86.6K $5.02M
IEFA	-96.6K - 38.76%	$70.06 - $77.43 $6.77M - $7.48M	153K $10.7M

Activity Summary All Purchases 504 New Holdings 99 Increased Positions 405 All Sells 356 Reductions 356 Sold out 0 Calls 0 Puts 0

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