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
NUE
Nucor Corp

Basic Materials
184
+ 1.35%
$114.48 - $142.52 $21.1K - $26.2K
13.8K $1.67M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
465
+ 25.56%
$221.78 - $273.45 $103K - $127K
2.28K $519K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
960
+ 3.87%
$35.88 - $37.91 $34.4K - $36.4K
25.8K $965K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
2.75K
+ 9.29%
$26.56 - $28.74 $73K - $78.9K
32.3K $878K
RSSS
Research Solutions, Inc.

Technology
27.1K
New
$2.6 - $4.15 $70.6K - $113K
27.1K $70K
RGTI
Rigetti Computing, Inc.

Technology
17K
+ 197.79%
$6.05 - $19.51 $103K - $332K
25.6K $202K
MARA
Marathon Digital Holdings, Inc.

Financial Services
3.03K
+ 65.34%
N/A
7.67K $173K
CCK
Crown Holdings Inc

Consumer Cyclical
351
+ 6.31%
$78.77 - $91.74 $27.6K - $32.2K
5.92K $528K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.75K
+ 33.36%
$64.26 - $85.48 $112K - $150K
6.99K $461K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
2.78K
+ 96.79%
$32.41 - $44.87 $90K - $125K
5.65K $183K
K
Kellogg CO

Consumer Defensive
679
+ 9.6%
$81.06 - $82.9 $55K - $56.3K
7.75K $639K
MOTI
Vaneck Morningstar Internation

ETFs
2K
New
$29.35 - $35.37 $58.7K - $70.7K
2K $66K
EVN
Eaton Vance Municipal Income Trust

Financial Services
5.71K
+ 12.89%
$9.91 - $10.78 $56.6K - $61.6K
50K $513K
RMNI
Rimini Street, Inc.

Technology
19K
New
$2.53 - $4.07 $48K - $77.3K
19K $66K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.07K
+ 7.64%
$74.34 - $81.0 $79.2K - $86.3K
15K $1.14M
MLI
Mueller Industries Inc

Industrials
1.42K
+ 10.68%
$76.14 - $82.67 $108K - $117K
14.7K $1.12M
PLMR
Palomar Holdings, Inc.

Financial Services
478
New
$101.51 - $137.08 $48.5K - $65.5K
478 $65K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.64K
+ 18.62%
$24.07 - $24.5 $63.4K - $64.6K
16.8K $407K
PMM
Putnam Managed Municipal Income Trust

Financial Services
10K
+ 41.1%
$5.99 - $6.38 $60K - $63.9K
34.4K $210K
BARK
Bark, Inc.

Consumer Cyclical
47K
New
$1.34 - $2.26 $63K - $106K
47K $65K
EWG
Ishares Msci Germany ETF

ETFs
1.75K
New
$31.57 - $39.31 $55.2K - $68.8K
1.75K $64K
BHK
Blackrock Core Bond Trust

Financial Services
4.23K
+ 9.06%
$10.15 - $10.86 $42.9K - $45.9K
50.9K $552K
MTZ
Mastec Inc

Industrials
1.08K
+ 32.57%
$108.66 - $160.79 $118K - $174K
4.41K $514K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
2.08K
+ 3.46%
$5.37 - $6.09 $11.2K - $12.6K
62.2K $378K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.18K
+ 5.28%
$19.0 - $19.66 $41.4K - $42.9K
43.5K $854K
STLD
Steel Dynamics Inc

Basic Materials
618
+ 307.46%
N/A
819 $80K
ELA
Envela Corp

Consumer Cyclical
10K
+ 1015.63%
$5.29 - $7.48 $52.9K - $74.8K
11K $68K
APA
Apa Corp

Energy
3.58K
+ 49.65%
$18.54 - $25.45 $66.3K - $91.1K
10.8K $226K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.29K
+ 24.14%
$41.41 - $45.24 $53.4K - $58.4K
6.63K $289K
USAS
Americas Gold & Silver Corp

Basic Materials
112K
New
$0.39 - $0.58 $43.6K - $64.8K
112K $59K
BERY
Berry Global Group, Inc.

Consumer Cyclical
474
+ 9.56%
$64.35 - $73.03 $30.5K - $34.6K
5.43K $379K
CXDO
Crexendo, Inc.

Communication Services
16.3K
+ 28.12%
$4.87 - $7.16 $79.2K - $116K
74.1K $360K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
525
+ 5.01%
$76.77 - $82.22 $40.3K - $43.2K
11K $872K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
723
+ 12.05%
$91.45 - $100.11 $66.1K - $72.4K
6.72K $629K
VRNA
Verona Pharma PLC

Healthcare
912
New
$44.81 - $69.63 $40.9K - $63.5K
912 $57K
RVPH
Reviva Pharmaceuticals Holdings, Inc.

Healthcare
60.9K
New
$0.95 - $2.08 $57.9K - $127K
60.9K $57K
BSMU
Invesco Exchange Self Ind Tr

ETFs
2.6K
New
$21.49 - $22.03 $55.9K - $57.3K
2.6K $56K
UTI
Universal Technical Institute Inc

Consumer Defensive
2.21K
New
$24.77 - $29.54 $54.8K - $65.3K
2.21K $56K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
6.11K
+ 3.75%
$11.13 - $11.61 $68K - $71K
169K $1.9M
HYHG
Proshares High Yield Interest

ETFs
861
+ 344.4%
$64.04 - $66.96 $55.1K - $57.7K
1.11K $71K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
2.23K
+ 1.34%
$19.96 - $20.4 $44.6K - $45.6K
169K $3.38M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
744
+ 10.48%
$24.11 - $28.41 $17.9K - $21.1K
7.84K $222K
VT
Vanguard Total World Stk Index

ETFs
874
+ 2.88%
$115.08 - $123.97 $101K - $108K
31.2K $3.62M
WHR
Whirlpool Corp

Consumer Cyclical
1.13K
+ 56.71%
$88.58 - $133.14 $100K - $150K
3.12K $281K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
208
+ 1.44%
$39.43 - $44.62 $8.2K - $9.28K
14.6K $627K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
883
+ 4.67%
$31.09 - $34.34 $27.5K - $30.3K
19.8K $656K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
2.6K
New
$20.57 - $21.12 $53.5K - $54.9K
2.6K $53K
KINS
Kingstone Companies, Inc.

Financial Services
1.45K
+ 9.18%
$13.67 - $18.47 $19.8K - $26.7K
17.2K $286K
NTR
Nutrien Ltd.

Basic Materials
404
+ 6.21%
$45.28 - $53.84 $18.3K - $21.8K
6.91K $343K
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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