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
CDXC
Chroma Dex Corp.

Healthcare
25.6K
+ 1176.39%
$5.26 - $8.55 $134K - $219K
27.7K $191K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
11.1K
+ 15.6%
$19.04 - $20.15 $212K - $225K
82.6K $1.57M
LBRT
Liberty Energy Inc.

Energy
11.5K
+ 1992.17%
$14.13 - $23.12 $162K - $265K
12K $190K
TRP
Tc Energy Corp

Energy
2.84K
+ 4.33%
$44.29 - $49.27 $126K - $140K
68.4K $3.23M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.75K
+ 56.26%
$107.22 - $153.29 $295K - $421K
7.63K $843K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
696
+ 0.5%
$50.82 - $52.7 $35.4K - $36.7K
139K $7.28M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
5.83K
New
$28.16 - $31.35 $164K - $183K
5.83K $175K
VOOV
Vanguard S&P 500 Value ETF

ETFs
961
+ 16.07%
$179.71 - $192.06 $173K - $185K
6.94K $1.28M
ACWI
Ishares Msci Acwi ETF

ETFs
1.59K
+ 16.92%
$115.16 - $124.13 $183K - $197K
11K $1.27M
IGHG
Proshares Investment Grade Int

ETFs
2.28K
+ 136.67%
$76.51 - $78.81 $175K - $180K
3.95K $303K
STE
Steris PLC

Healthcare
194
+ 3.18%
$202.46 - $232.74 $39.3K - $45.2K
6.3K $1.43M
QBTS
D Wave Quantum Inc.

Technology
24.4K
+ 125.65%
$3.83 - $11.18 $93.4K - $273K
43.8K $332K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
20.2K
+ 25.5%
$8.38 - $8.86 $169K - $179K
99.2K $832K
FTQI
First Trust ETF Vi First Trust

ETFs
12.3K
+ 37.58%
$18.72 - $21.32 $231K - $263K
45.1K $851K
BNTX
Bio N Tech Se

Healthcare
1.84K
New
$91.06 - $126.88 $167K - $233K
1.84K $167K
BOTZ
Global X Fds

ETFs
10.9K
+ 26.61%
$28.46 - $34.53 $310K - $376K
51.8K $1.47M
MYPS
Playstudios, Inc.

Communication Services
132K
+ 5260.6%
$1.15 - $1.95 $151K - $256K
134K $170K
BAR
Granite Shares Gold Trust

ETFs
263
+ 0.83%
$26.01 - $30.84 $6.84K - $8.11K
32.1K $988K
PFG
Principal Financial Group Inc

Financial Services
1.46K
+ 24.06%
$76.34 - $89.04 $111K - $130K
7.5K $633K
FEM
First Trust Emerging Markets A

ETFs
7.2K
New
$21.28 - $23.9 $153K - $172K
7.2K $164K
IHDG
Wisdomtree Tr

ETFs
3.94K
+ 4.25%
$43.4 - $47.51 $171K - $187K
96.6K $4.19M
BBAR
Banco Bbva Argentina S.A.

Financial Services
9.76K
+ 66.16%
$17.22 - $23.65 $168K - $231K
24.5K $444K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.25K
+ 2.53%
$69.87 - $75.62 $87K - $94.1K
50.4K $3.65M
EAT
Brinker International, Inc

Consumer Cyclical
1.06K
+ 1118.95%
$133.46 - $189.14 $142K - $201K
1.16K $172K
OSUR
Orasure Technologies Inc

Healthcare
47.6K
+ 32595.89%
$3.06 - $4.11 $146K - $196K
47.7K $160K
ZS
Zscaler, Inc.

Technology
370
+ 8.17%
$181.66 - $216.87 $67.2K - $80.2K
4.9K $972K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
6.95K
New
$21.08 - $22.48 $146K - $156K
6.95K $154K
SCCO
Southern Copper Corp

Basic Materials
350
+ 0.68%
$85.92 - $101.48 $30.1K - $35.5K
52.1K $4.87M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
60.6K
+ 441.08%
$2.86 - $9.78 $173K - $593K
74.3K $212K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1.36K
+ 37.85%
$122.03 - $134.83 $166K - $184K
4.96K $609K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.63K
+ 30.58%
$30.38 - $34.94 $110K - $127K
15.5K $529K
MHH
Mastech Digital, Inc.

Industrials
14.5K
New
$9.18 - $15.41 $133K - $223K
14.5K $148K
CTRE
Care Trust Reit, Inc.

Real Estate
3.41K
+ 11.28%
$24.93 - $29.13 $85K - $99.3K
33.6K $961K
PDI
Pimco Dynamic Income Fund

Financial Services
312
+ 0.33%
$18.51 - $20.05 $5.78K - $6.26K
95K $1.88M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
614
+ 30.47%
$246.3 - $299.62 $151K - $184K
2.63K $689K
DOCU
Docusign, Inc.

Technology
2.46K
+ 36.43%
$74.7 - $97.7 $184K - $240K
9.2K $749K
SNA
Snap On Inc

Industrials
469
+ 7.8%
$324.09 - $358.62 $152K - $168K
6.49K $2.19M
CQP
Cheniere Energy Partners, L.P.

Energy
300
+ 3.19%
$55.42 - $67.71 $16.6K - $20.3K
9.72K $641K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.51K
+ 13.49%
$39.02 - $42.89 $254K - $279K
54.7K $2.16M
RNA
Avidity Biosciences, Inc.

Healthcare
4.41K
+ 22.7%
$27.05 - $35.11 $119K - $155K
23.8K $703K
RPG
Invesco Exchange Traded Fd Tr

ETFs
6.95K
+ 16.25%
$37.33 - $45.03 $259K - $313K
49.7K $1.9M
ABCB
Ameris Bancorp

Financial Services
3.13K
+ 36.72%
$55.56 - $68.47 $174K - $214K
11.7K $670K
UMBF
Umb Financial Corp

Financial Services
1.8K
+ 46.95%
$98.0 - $122.56 $177K - $221K
5.64K $570K
CXSE
Wisdomtree Tr China Ex State O

ETFs
1.61K
+ 8.21%
$27.92 - $36.23 $45K - $58.3K
21.2K $722K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
12K
+ 16.64%
$10.65 - $11.24 $128K - $135K
84.4K $903K
GRMN
Garmin LTD

Technology
345
+ 6.23%
$204.55 - $241.93 $70.6K - $83.5K
5.89K $1.28M
XLP
Consumer Staples Sector Spdr

ETFs
1.77K
+ 1.48%
N/A
122K $9.24M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
642
+ 7.8%
$46.15 - $63.53 $29.6K - $40.8K
8.87K $545K
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.06K
+ 3.68%
$38.22 - $41.19 $78.5K - $84.6K
57.9K $2.34M
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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