New Edge Advisors, LLC Purchases in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KT
Kt Corp

Communication Services
20.3K
+ 20894.85%
$15.57 - $18.63 $316K - $378K
20.4K $360K
LRN
Stride, Inc.

Consumer Defensive
2.29K
+ 80.87%
$106.34 - $142.28 $244K - $326K
5.12K $648K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
8.11K
+ 8531.58%
$43.48 - $52.89 $352K - $429K
8.2K $357K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
16.1K
+ 11.96%
$23.1 - $23.56 $371K - $378K
150K $3.48M
XLU
Utilities Sector Spdr

ETFs
53
+ 0.05%
$74.7 - $80.27 $3.96K - $4.25K
110K $8.65M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.06K
+ 42.71%
$308.87 - $383.33 $326K - $404K
3.53K $1.15M
ACT
Enact Holdings, Inc.

Financial Services
9.96K
New
$31.15 - $35.03 $310K - $349K
9.96K $345K
XLC
Select Sector Spdr Tr Communic

ETFs
4.13K
+ 2.73%
$94.84 - $105.31 $392K - $435K
155K $15M
HDV
Ishares Core High Dividend ETF

ETFs
897
+ 3.38%
$110.86 - $121.12 $99.4K - $109K
27.5K $3.33M
CGCP
Capital Group Core Plus Income

ETFs
14.1K
+ 16.57%
$21.94 - $22.64 $310K - $320K
99.3K $2.23M
DGX
Quest Diagnostics Inc

Healthcare
2.44K
+ 34.48%
N/A
9.52K $1.31M
INFY
Infosys LTD

Technology
24.4K
+ 79.95%
$18.06 - $22.89 $441K - $559K
55K $1M
ONTO
Onto Innovation Inc.

Technology
3.12K
+ 312.51%
$121.34 - $224.5 $379K - $701K
4.12K $500K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.58K
+ 2.68%
$408.78 - $448.82 $648K - $711K
60.7K $25.5M
CNP
Centerpoint Energy Inc

Utilities
2.26K
+ 4.06%
$30.87 - $36.25 $69.6K - $81.7K
57.9K $2.1M
HTRB
Hartford Fds Total Return Bd E

ETFs
6.63K
+ 3.27%
$33.03 - $34.09 $219K - $226K
209K $7.08M
CEPU
Central Puerto S.A.

Utilities
29.9K
+ 4431.16%
$11.09 - $15.9 $331K - $475K
30.5K $338K
IBMP
Ishares Tr Ibonds December 202

ETFs
10.9K
+ 2.95%
$25.1 - $25.34 $273K - $275K
379K $9.59M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.79K
+ 4.18%
$48.43 - $49.9 $184K - $189K
94.5K $4.71M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.87K
+ 4339.53%
$160.89 - $187.27 $300K - $349K
1.91K $330K
FIS
Fidelity National Information Services, Inc.

Technology
9.06K
+ 15.56%
$68.12 - $83.42 $617K - $755K
67.3K $5.02M
FXI
Ishares Tr

ETFs
5.36K
+ 22.47%
$28.65 - $38.55 $154K - $207K
29.2K $1.05M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.3K
+ 2.81%
$55.41 - $60.74 $628K - $688K
415K $23.4M
AA
Alcoa Corp

Basic Materials
10.7K
+ 1097.95%
$30.5 - $39.53 $327K - $424K
11.7K $356K
CTA
Simplify Exch Traded Fds Simpl

ETFs
10.8K
New
$27.81 - $30.21 $301K - $327K
10.8K $320K
DOCS
Doximity, Inc.

Healthcare
5.44K
+ 613.66%
$49.71 - $83.14 $270K - $452K
6.32K $366K
CALM
Cal Maine Foods Inc

Consumer Defensive
4.01K
+ 100.83%
$80.87 - $115.8 $324K - $464K
7.99K $725K
CPRT
Copart Inc

Consumer Cyclical
5.92K
+ 25.16%
$52.3 - $59.83 $310K - $354K
29.4K $1.67M
WIT
Wipro LTD

Technology
126K
+ 87.03%
$3.0 - $3.77 $378K - $475K
271K $828K
IBMO
Ishares Tr Ibonds December 202

ETFs
10.1K
+ 1.81%
$25.45 - $25.6 $258K - $259K
570K $14.6M
NOK
Nokia Corp

Technology
59.5K
+ 6204.9%
$4.43 - $5.42 $264K - $323K
60.5K $318K
PHM
Pultegroup Inc

Consumer Cyclical
4.79K
+ 16.13%
$101.09 - $118.51 $485K - $568K
34.5K $3.55M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
11.4K
New
$25.79 - $33.75 $293K - $383K
11.4K $306K
SNY
Sanofi

Healthcare
642
+ 1.74%
$48.15 - $59.42 $30.9K - $38.1K
37.4K $2.08M
HCA
Hca Healthcare, Inc.

Healthcare
409
+ 11.86%
$296.7 - $345.55 $121K - $141K
3.86K $1.33M
WCN
Waste Connections, Inc.

Industrials
492
+ 5.74%
$169.89 - $195.19 $83.6K - $96K
9.06K $1.77M
PEGA
Pegasystems Inc

Technology
4.26K
+ 141900.0%
$68.14 - $112.29 $290K - $478K
4.26K $296K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
7.8K
New
$37.69 - $39.76 $294K - $310K
7.8K $296K
FSK
Fs Kkr Capital Corp

Financial Services
22.1K
+ 9.96%
$20.47 - $24.06 $453K - $532K
244K $5.11M
AIQ
Global X Funds Global X Artifi

ETFs
8.66K
+ 84.51%
$36.38 - $42.77 $315K - $370K
18.9K $687K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.34K
+ 3.0%
$63.77 - $71.36 $85.3K - $95.4K
46K $3.17M
ORCC
Owl Rock Capital Corp

Financial Services
21.6K
+ 7.96%
N/A
293K $3.92M
ENIC
Enel Chile S.A.

Utilities
88.3K
New
$2.85 - $3.47 $252K - $306K
88.3K $288K
PHR
Phreesia, Inc.

Healthcare
11.2K
+ 262.71%
$21.97 - $30.01 $246K - $336K
15.4K $394K
FCOM
Fidelity Covington Tr Msci Com

ETFs
5.25K
+ 127.98%
$55.97 - $64.13 $294K - $337K
9.35K $526K
CRNC
Cerence Inc.

Technology
36.2K
+ 80455.56%
$7.9 - $20.18 $286K - $731K
36.3K $286K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
15.9K
+ 108.77%
$10.22 - $14.31 $163K - $228K
30.6K $437K
VDC
Vanguard Consumer Staples ETF

ETFs
1.02K
+ 12.01%
$206.54 - $226.16 $210K - $230K
9.48K $2.07M
AYI
Acuity Brands Inc

Industrials
1.08K
+ 8338.46%
$257.8 - $337.07 $279K - $365K
1.1K $288K
Activity Summary
Buys All Purchases 1775 New Holdings 269 Increased Positions 1506 Sells All Sells 1307 Reductions 1307 Sold out 0 Options Calls 0 Puts 0
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