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
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
20.6K
+ 41.62%
$11.17 - $11.61 $230K - $239K
70.1K $787K
ROP
Roper Technologies Inc

Industrials
9
+ 0.28%
$502.71 - $593.81 $4.52K - $5.34K
3.21K $1.89M
REET
Ishares Global Reit ETF

ETFs
8.94K
+ 23.44%
$23.24 - $25.16 $208K - $225K
47.1K $1.14M
BKR
Baker Hughes CO

Energy
2.34K
+ 5.54%
$41.16 - $48.85 $96.4K - $114K
44.6K $1.96M
AEE
Ameren Corp

Utilities
1.5K
+ 22.86%
$86.87 - $103.67 $131K - $156K
8.08K $810K
FOX
Fox Corp Cl B (De)

Communication Services
4.24K
New
$45.64 - $54.23 $194K - $230K
4.24K $223K
NNN
National Retail Properties, Inc.

Real Estate
5.13K
+ 228.99%
$38.0 - $43.19 $195K - $221K
7.37K $314K
SKOR
Flexshares Tr Credit Scored Us

ETFs
4.63K
New
$47.35 - $48.46 $219K - $225K
4.63K $223K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.81K
+ 2.96%
$42.18 - $45.16 $119K - $127K
97.9K $4.33M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.89K
+ 3.81%
$32.74 - $36.2 $94.6K - $105K
78.7K $2.75M
WAL
Western Alliance Bancorporation

Financial Services
3.25K
+ 71.16%
$72.65 - $94.0 $236K - $305K
7.82K $600K
CAT
Caterpillar Inc

Industrials
19.2K
+ 10.35%
$326.75 - $407.63 $6.29M - $7.84M
205K $67.7M
EQIX
Equinix Inc

Real Estate
576
+ 29.16%
$803.0 - $959.97 $463K - $553K
2.55K $2.08M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.99K
+ 16.29%
$101.98 - $115.66 $407K - $462K
28.5K $2.92M
BALT
Innovator Etfs Tr
6.92K
+ 17.11%
$31.31 - $31.89 $217K - $221K
47.4K $1.49M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
359
+ 0.58%
$33.63 - $37.64 $12.1K - $13.5K
62.5K $2.31M
NTRA
Natera, Inc.

Healthcare
1.85K
+ 68.28%
$132.63 - $177.0 $245K - $327K
4.55K $643K
DG
Dollar General Corp

Consumer Defensive
1.15K
+ 12.34%
$68.44 - $87.93 $78.6K - $101K
10.5K $918K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.55K
+ 6069.05%
$74.75 - $89.13 $191K - $227K
2.59K $216K
IXJ
Ishares Global Healthcare ETF

ETFs
2.31K
+ 1036.32%
$86.01 - $94.19 $199K - $218K
2.53K $231K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.86K
+ 218.81%
$77.33 - $90.16 $221K - $258K
4.17K $326K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
17.5K
New
$11.43 - $13.44 $200K - $235K
17.5K $211K
LAMR
Lamar Advertising CO

Real Estate
4.31K
+ 12.23%
$110.65 - $132.9 $477K - $573K
39.6K $4.5M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
14.4K
New
$14.59 - $23.31 $210K - $336K
14.4K $210K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.31K
+ 230700.0%
$74.5 - $92.3 $172K - $213K
2.31K $210K
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.9K
+ 14.15%
$40.27 - $42.11 $157K - $164K
31.5K $1.33M
IRT
Independence Realty Trust, Inc.

Real Estate
9.83K
New
$18.23 - $21.8 $179K - $214K
9.83K $208K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
5.04K
+ 45.42%
$40.24 - $40.65 $203K - $205K
16.1K $655K
LCNB
Lcnb Corp

Financial Services
13.9K
New
$14.32 - $15.76 $200K - $220K
13.9K $206K
DTH
Wisdomtree Tr

ETFs
4.83K
+ 3528.47%
$37.33 - $43.33 $180K - $209K
4.97K $211K
OGS
One Gas, Inc.

Utilities
2.69K
+ 895.0%
$67.77 - $76.05 $182K - $204K
2.99K $225K
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.38K
+ 11.33%
$27.29 - $38.29 $65K - $91.2K
23.4K $817K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
15.2K
New
$12.14 - $13.31 $185K - $203K
15.2K $202K
VPN
Global X Fds Data Ctr Reits &

ETFs
12.6K
+ 858.59%
N/A
14.1K $223K
DHI
Horton D R Inc

Consumer Cyclical
3.23K
+ 19.35%
$125.29 - $147.65 $404K - $476K
19.9K $2.53M
KMDA
Kamada LTD

Healthcare
28.2K
+ 119.87%
$6.33 - $8.33 $178K - $235K
51.7K $341K
NGD
New Gold Inc.

Basic Materials
40K
+ 99.07%
$2.54 - $3.71 $102K - $148K
80.4K $298K
CTVA
Corteva, Inc.

Basic Materials
152
+ 0.49%
$55.94 - $66.15 $8.5K - $10.1K
31.5K $1.98M
IYY
Ishares Tr

ETFs
1.63K
+ 40.21%
$134.05 - $149.75 $218K - $244K
5.68K $773K
IQI
Invesco Quality Municipal Income Trust

Financial Services
21.5K
+ 23.71%
$9.59 - $10.1 $206K - $217K
112K $1.09M
IGLB
Ishares 10+ Year Investment Gr

ETFs
3.82K
+ 1196.55%
$48.32 - $51.22 $184K - $196K
4.14K $207K
CE
Celanese Corp

Basic Materials
3.65K
+ 265.17%
$47.02 - $74.12 $172K - $271K
5.03K $285K
FTHI
First Trust Exchange Traded Fd

ETFs
10.9K
+ 31.93%
$21.62 - $23.74 $236K - $259K
45.1K $984K
OMC
Omnicom Group Inc.

Communication Services
3.85K
+ 9.27%
$79.43 - $88.34 $306K - $340K
45.4K $3.76M
WSO
Watsco Inc

Industrials
167
+ 5.48%
$463.86 - $530.75 $77.5K - $88.6K
3.21K $1.63M
VEEV
Veeva Systems Inc

Healthcare
221
+ 3.49%
$210.58 - $246.8 $46.5K - $54.5K
6.56K $1.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.03K
+ 1.56%
$169.43 - $182.84 $682K - $736K
262K $45.4M
OUNZ
Van Eck Merk Gold Trust

ETFs
3.51K
+ 22.22%
$25.41 - $30.14 $89.1K - $106K
19.3K $581K
MPLX
Mplx LP

Energy
939
+ 4.06%
$47.88 - $54.65 $45K - $51.3K
24K $1.29M
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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