New Edge Wealth, LLC Sells in Q4 2024

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
-39
- 0.97%
$480.36 - $529.17 $18.7K - $20.6K
4K $1.99M
F
Ford Motor CO

Consumer Cyclical
-6.97K
- 23.52%
$9.69 - $11.4 $67.6K - $79.5K
22.7K $224K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.3K
- 1.24%
$59.74 - $60.03 $77.5K - $77.9K
103K $6.19M
ROK
Rockwell Automation, Inc

Industrials
-534
- 13.97%
$264.65 - $302.92 $141K - $162K
3.29K $939K
WY
Weyerhaeuser CO

Real Estate
-270
- 1.93%
$27.21 - $33.7 $7.35K - $9.1K
13.7K $385K
TRNO
Terreno Realty Corp

Real Estate
-77
- 0.71%
$58.62 - $66.94 $4.51K - $5.15K
10.7K $632K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-777
- 13.86%
$60.13 - $67.31 $46.7K - $52.3K
4.83K $293K
ITW
Illinois Tool Works Inc

Industrials
-163
- 3.16%
$253.56 - $278.5 $41.3K - $45.4K
5K $1.27M
CPNG
Coupang, Inc.

Consumer Cyclical
-1.71K
- 9.7%
$21.98 - $26.89 $37.5K - $45.9K
15.9K $349K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1.4K
- 10.26%
$47.11 - $50.8 $66K - $71.2K
12.3K $578K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.2K
- 0.52%
$19.66 - $21.66 $23.5K - $25.9K
226K $4.56M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.13K
- 1.46%
$87.25 - $95.52 $98.4K - $108K
76.2K $6.73M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-1.66K
- 7.17%
$25.79 - $27.56 $42.8K - $45.7K
21.5K $559K
DVN
Devon Energy Corp

Energy
-844
- 10.55%
$30.52 - $42.96 $25.8K - $36.3K
7.15K $234K
DVY
Ishares Tr

ETFs
-74
- 0.46%
$129.55 - $143.41 $9.59K - $10.6K
16.1K $2.11M
ZS
Zscaler, Inc.

Technology
-843
- 9.74%
$166.99 - $211.99 $141K - $179K
7.81K $1.41M
ACN
Accenture PLC

Technology
-129
- 0.91%
$343.9 - $376.86 $44.4K - $48.6K
14.1K $4.95M
A
Agilent Technologies, Inc.

Healthcare
-169
- 5.33%
$125.69 - $146.56 $21.2K - $24.8K
3K $403K
BGNE
Bei Gene, Ltd.

Healthcare
-5
- 0.3%
$174.72 - $246.04 $874 - $1.23K
1.66K $307K
AEP
American Electric Power CO Inc

Utilities
-216
- 5.05%
$90.91 - $102.21 $19.6K - $22.1K
4.06K $374K
EFG
Msci Eafe Growth ETF

ETFs
-77
- 1.5%
$96.83 - $106.88 $7.46K - $8.23K
5.07K $490K
KHC
Kraft Heinz CO

Consumer Defensive
-876
- 11.0%
$30.1 - $36.02 $26.4K - $31.6K
7.09K $217K
TDIV
First Trust Nasdaq Technology

ETFs
-201
- 0.81%
$78.03 - $82.13 $15.7K - $16.5K
24.6K $1.93M
DSL
Double Line Income Solutions Fund

Financial Services
-4.15K
- 26.65%
$12.32 - $13.0 $51.2K - $54K
11.4K $143K
MCO
Moodys Corp

Financial Services
-106
- 1.7%
$454.04 - $500.88 $48.1K - $53.1K
6.14K $2.91M
ICLN
Ishares

ETFs
-376
- 2.39%
$11.35 - $14.51 $4.27K - $5.46K
15.3K $174K
FRT
Federal Realty Investment Trust

Real Estate
-292
- 4.38%
$109.55 - $117.53 $32K - $34.3K
6.37K $713K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.33K
- 1.67%
$12.74 - $14.23 $16.9K - $18.9K
78.3K $1.02M
PEG
Public Service Enterprise Group Inc

Utilities
-371
- 8.85%
$81.87 - $94.51 $30.4K - $35.1K
3.82K $322K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-528
- 11.65%
$74.71 - $79.24 $39.4K - $41.8K
4.01K $307K
KRG
Kite Realty Group Trust

Real Estate
-557
- 2.18%
$24.49 - $27.85 $13.6K - $15.5K
25K $631K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-314
- 7.6%
$70.1 - $76.53 $22K - $24K
3.82K $270K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-176
- 1.25%
$83.21 - $88.08 $14.6K - $15.5K
13.9K $1.18M
SRE
Sempra Energy

Utilities
-2.11K
- 6.09%
$80.81 - $94.77 $171K - $200K
32.5K $2.85M
FEM
First Trust Emerging Markets A

ETFs
-57
- 0.27%
$22.03 - $24.21 $1.26K - $1.38K
21.2K $466K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-400
- 10.75%
$100.22 - $100.73 $40.1K - $40.3K
3.32K $333K
HEI
Heico Corp

Industrials
-69
- 7.44%
$237.06 - $279.02 $16.4K - $19.3K
859 $204K
ELS
Equity Lifestyle Properties Inc

Real Estate
-92
- 1.56%
$66.06 - $72.51 $6.08K - $6.67K
5.81K $386K
BUG
Global X Fds Cybersecurity ETF

ETFs
-2.16K
- 6.95%
$30.13 - $34.51 $65.2K - $74.7K
29K $929K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-624
- 9.9%
$50.73 - $51.08 $31.7K - $31.9K
5.68K $288K
DKNG
Draft Kings Inc.

Consumer Cyclical
-493
- 6.73%
$35.32 - $44.84 $17.4K - $22.1K
6.83K $254K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-476
- 6.44%
$53.0 - $55.5 $25.2K - $26.4K
6.92K $367K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-614
- 17.7%
$90.31 - $106.37 $55.5K - $65.3K
2.86K $284K
MMYT
Make My Trip LTD

Consumer Cyclical
-348
- 11.63%
N/A
2.64K $227K
BAP
Credicorp LTD

Financial Services
-202
- 5.77%
$180.17 - $198.65 $36.4K - $40.1K
3.3K $604K
RPM
Rpm International Inc

Basic Materials
-283
- 6.39%
$120.09 - $140.26 $34K - $39.7K
4.15K $510K
PWZ
Invesco California Amt Free Mu

ETFs
-850
- 9.03%
$24.49 - $25.25 $20.8K - $21.5K
8.56K $211K
ROST
Ross Stores, Inc.

Consumer Cyclical
-189
- 3.35%
$138.59 - $156.61 $26.2K - $29.6K
5.45K $823K
CSCO
Cisco Systems, Inc.

Technology
-13.8K
- 10.41%
$52.45 - $60.02 $725K - $829K
119K $7.04M
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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