New Edge Wealth, LLC New Holdings in Q4 2024

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
10.3K
New
$29.0 - $31.6 $297K - $324K
10.3K $299K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
5.2K
New
$57.07 - $62.58 $297K - $326K
5.2K $297K
DFAE
Dimensional ETF Tr

ETFs
11.7K
New
$25.36 - $28.15 $297K - $329K
11.7K $296K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.46K
New
$45.17 - $47.23 $292K - $305K
6.46K $292K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.38K
New
$63.58 - $71.15 $279K - $312K
4.38K $285K
VPU
Vanguard Utilities ETF

ETFs
1.67K
New
$160.52 - $179.11 $269K - $300K
1.67K $273K
CRDO
Credo Technology Group Holding LTD

Technology
4.05K
New
$30.16 - $77.25 $122K - $312K
4.05K $272K
CMI
Cummins Inc

Industrials
753
New
$324.93 - $383.42 $245K - $289K
753 $262K
SLM
Slm Corp

Financial Services
9.32K
New
$21.37 - $28.14 $199K - $262K
9.32K $257K
MT
Arcelor Mittal

Basic Materials
11.1K
New
$22.93 - $26.51 $254K - $293K
11.1K $256K
AIG
American International Group, Inc.

Financial Services
3.45K
New
$70.0 - $79.22 $242K - $274K
3.45K $251K
CARR
Carrier Global Corp

Industrials
3.64K
New
$66.69 - $82.65 $243K - $301K
3.64K $248K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.42K
New
$75.41 - $112.24 $182K - $271K
2.42K $248K
CTRA
Coterra Energy Inc.

Energy
9.69K
New
$22.71 - $27.63 $220K - $268K
9.69K $247K
EQH
Equitable Holdings, Inc.

Financial Services
5.2K
New
$41.59 - $50.4 $216K - $262K
5.2K $245K
KNTK
Kinetik Holdings Inc.

Energy
4.29K
New
$45.65 - $61.95 $196K - $266K
4.29K $244K
EEMV
Ishares Msci Emerging Markets

ETFs
4.17K
New
$57.85 - $63.11 $241K - $263K
4.17K $241K
CACI
Caci International Inc

Technology
559
New
N/A
559 $239K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.68K
New
$64.18 - $70.42 $236K - $259K
3.68K $237K
LPX
Louisiana Pacific Corp

Industrials
2.27K
New
$98.02 - $120.27 $223K - $273K
2.27K $235K
FIVA
Fidelity Covington Tr

ETFs
9.42K
New
$24.17 - $26.43 $228K - $249K
9.42K $228K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.85K
New
$33.39 - $37.66 $229K - $258K
6.85K $228K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
7.05K
New
$31.92 - $36.14 $225K - $255K
7.05K $224K
AVDV
American Centy ETF Tr Avantis

ETFs
3.45K
New
$63.85 - $70.4 $221K - $243K
3.45K $224K
ICLR
Icon PLC

Healthcare
1.06K
New
$187.22 - $297.57 $199K - $316K
1.06K $222K
EMLP
First Tr Exchange Traded Iv

ETFs
6.21K
New
$33.69 - $38.24 $209K - $238K
6.21K $221K
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.28K
New
$47.96 - $55.17 $205K - $236K
4.28K $219K
CAH
Cardinal Health Inc

Healthcare
1.83K
New
$107.89 - $125.33 $197K - $229K
1.83K $216K
FIVE
Five Below, Inc

Consumer Cyclical
2.04K
New
$83.0 - $115.97 $169K - $236K
2.04K $213K
MTN
Vail Resorts Inc

Consumer Cyclical
1.13K
New
$165.69 - $195.44 $188K - $221K
1.13K $212K
GATX
Gatx Corp

Industrials
1.34K
New
$128.5 - $165.82 $172K - $222K
1.34K $207K
WWD
Woodward, Inc.

Industrials
1.24K
New
$159.67 - $187.29 $198K - $232K
1.24K $205K
DOLE
Dole PLC

Consumer Defensive
13.9K
New
$13.45 - $16.84 $187K - $235K
13.9K $188K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
10K
New
$11.08 - $11.89 $111K - $119K
10K $114K
UEC
Uranium Energy Corp

Energy
12.1K
New
$6.55 - $8.6 $79.4K - $104K
12.1K $81K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
13.7K
New
$2.63 - $6.64 $36K - $90.9K
13.7K $58K
Grayscale Bitcoin Mini Tr Et
16.2K
New
N/A
16.2K $0
Alti Global Inc
114K
New
N/A
114K $0
Angel Oak Funds Trust
753K
New
N/A
753K $0
Angel Oak Funds Trust
2.06M
New
N/A
2.06M $0
Jacobs Solutions Inc
1.76K
New
N/A
1.76K $0
Northern Lts Fd Tr Ii
16.8K
New
N/A
16.8K $0
Lam Research Corp
422K
New
N/A
422K $0
Arista Networks Inc
46.3K
New
N/A
46.3K $0
Blackrock Inc
6.75K
New
N/A
6.75K $0
Brookfield Infrastructure CO
14.3K
New
N/A
14.3K $0
Bitwise Bitcoin ETF Tr
6.41K
New
N/A
6.41K $0
Star Hldgs
121K
New
N/A
121K $0
Activity Summary
Buys All Purchases 504 New Holdings 99 Increased Positions 405 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 0 Puts 0
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