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
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.07K
+ 4261.11%
$92.51 - $102.81 $284K - $315K
3.14K $290K
RODM
Hartford Multifactor Developed

ETFs
1.26K
+ 1.33%
$28.07 - $31.56 $35.3K - $39.7K
95.9K $2.97M
FISV
Fiserv Inc

Technology
2.23K
+ 9.34%
N/A
26.2K $3.27M
ROBO
Robo Global Robotics And Autom

ETFs
5.51K
+ 593.33%
$51.5 - $60.89 $284K - $336K
6.44K $331K
VFH
Vanguard Financial ETF

ETFs
2.1K
+ 11.42%
$114.07 - $127.34 $239K - $267K
20.5K $2.45M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
16.6K
New
$16.47 - $17.25 $274K - $287K
16.6K $276K
ES
Eversource Energy

Utilities
2.92K
+ 14.89%
$55.63 - $63.8 $163K - $186K
22.6K $1.4M
MRNA
Moderna, Inc.

Healthcare
10.2K
+ 732.73%
$28.35 - $47.53 $289K - $484K
11.6K $328K
NEU
Newmarket Corp

Basic Materials
476
+ 1442.42%
$482.93 - $570.11 $230K - $271K
509 $288K
FSTA
Fidelity Covington Tr Msci Con

ETFs
2.21K
+ 2.41%
$48.3 - $52.85 $107K - $117K
94K $4.81M
GGAL
Grupo Financiero Galicia Sa

Financial Services
5.39K
+ 149.46%
$54.11 - $72.22 $292K - $390K
9K $490K
BGNE
Bei Gene, Ltd.

Healthcare
1.17K
+ 117200.0%
$175.1 - $226.71 $205K - $266K
1.17K $265K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.34K
+ 9.91%
$25.77 - $27.6 $215K - $230K
92.5K $2.46M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
6.47K
+ 2.32%
$20.37 - $21.34 $132K - $138K
285K $6.02M
PAGP
Plains Gp Holdings LP

Energy
1.44K
+ 1.85%
$18.52 - $22.13 $26.7K - $32K
79.4K $1.7M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.14K
+ 8.99%
$30.35 - $33.16 $186K - $204K
74.5K $2.38M
IAUM
I Shares Gold Trust Micro

ETFs
4.11K
+ 15.43%
$26.29 - $31.17 $108K - $128K
30.7K $957K
SFNC
Simmons First National Corp

Financial Services
12.7K
+ 3624.57%
$19.68 - $23.3 $250K - $296K
13K $267K
PAA
Plains All American Pipeline LP

Energy
13K
New
$17.32 - $20.96 $225K - $272K
13K $259K
IDCC
Inter Digital, Inc.

Communication Services
1.07K
+ 37.61%
$171.68 - $225.72 $184K - $241K
3.91K $808K
MLN
Vaneck Long Muni ETF

ETFs
15.4K
+ 71.33%
$17.22 - $18.0 $266K - $278K
37K $644K
REAX
Real Brokerage Inc

Real Estate
64.8K
+ 628.03%
$4.06 - $5.51 $263K - $357K
75.1K $304K
PSLV
Sprott Physical Silver Trust

Financial Services
12.8K
+ 23.25%
$9.86 - $11.68 $126K - $150K
67.9K $787K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.31K
+ 24.13%
$110.55 - $130.35 $145K - $171K
6.75K $857K
HAL
Halliburton CO

Energy
15.1K
+ 21.58%
$24.15 - $29.9 $364K - $451K
84.9K $2.15M
NMIH
Nmi Holdings, Inc.

Financial Services
7.1K
New
$34.46 - $39.13 $244K - $278K
7.1K $255K
SLGN
Silgan Holdings Inc

Consumer Cyclical
4.97K
+ 332.33%
$48.82 - $56.15 $242K - $279K
6.46K $330K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.34K
+ 4.95%
$106.46 - $114.75 $249K - $269K
49.6K $5.47M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.19K
+ 10.04%
$28.55 - $29.09 $234K - $238K
89.7K $2.59M
AVNT
Avient Corp

Basic Materials
6.97K
+ 294.76%
$36.91 - $44.21 $257K - $308K
9.34K $347K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
12.7K
+ 9.1%
$18.55 - $18.81 $235K - $238K
152K $2.84M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.04K
+ 17.75%
$111.19 - $129.47 $116K - $135K
6.91K $894K
QLYS
Qualys, Inc.

Technology
1.97K
+ 3948.0%
$121.57 - $147.7 $240K - $292K
2.02K $254K
ENFR
Alerian Energy Infrastructure

ETFs
5.8K
+ 17.32%
$30.27 - $34.12 $176K - $198K
39.3K $1.29M
DVY
Ishares Tr

ETFs
89
+ 0.11%
$128.58 - $138.1 $11.4K - $12.3K
77.6K $10.4M
NGS
Natural Gas Services Group Inc

Energy
11.4K
+ 831.2%
$20.78 - $29.35 $237K - $335K
12.8K $280K
BDX
Becton Dickinson & CO

Healthcare
904
+ 5.47%
$222.79 - $249.08 $201K - $225K
17.4K $4M
OVV
Ovintiv Inc.

Energy
4.07K
+ 13.62%
$37.84 - $45.91 $154K - $187K
34K $1.45M
INVA
Innoviva, Inc.

Healthcare
13.4K
New
$17.21 - $18.98 $231K - $254K
13.4K $242K
GTO
Invesco Actively Managed ETF T

ETFs
3.89K
+ 3.45%
$45.9 - $47.37 $179K - $184K
117K $5.47M
ESLT
Elbit Systems LTD

Industrials
623
+ 3461.11%
$261.47 - $413.0 $163K - $257K
641 $245K
IYE
Ishares Tr

ETFs
1.08K
+ 2.15%
$45.23 - $49.95 $48.8K - $53.9K
51.4K $2.53M
AXON
Axon Enterprise, Inc.

Industrials
668
+ 41.08%
$496.65 - $710.01 $332K - $474K
2.29K $1.21M
FFIV
F5, Inc.

Technology
897
+ 1281.43%
$251.75 - $310.6 $226K - $279K
967 $257K
GM
General Motors CO

Consumer Cyclical
13.5K
+ 21.21%
$45.22 - $54.92 $612K - $743K
77.3K $3.64M
HESM
Hess Midstream LP

Energy
5.56K
New
$37.59 - $43.88 $209K - $244K
5.56K $235K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.81K
+ 0.6%
$23.9 - $24.18 $91.2K - $92.2K
644K $15.6M
WBD
Warner Bros. Discovery, Inc.

Communication Services
21.2K
+ 50.51%
$9.47 - $11.46 $201K - $243K
63.3K $678K
TAXF
American Centy ETF Tr Diversif

ETFs
5.55K
+ 8.67%
$49.19 - $50.86 $273K - $282K
69.5K $3.44M
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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