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
LMND
Lemonade, Inc.

Financial Services
1.11K
New
$30.77 - $38.56 $34.3K - $43K
1.11K $35K
LCID
Lucid Group, Inc.

Consumer Cyclical
19.3K
+ 103.22%
$2.03 - $3.48 $39.2K - $67.1K
38K $91K
USO
United States Oil Fund, LP

ETFs
187
+ 1.59%
$70.89 - $84.34 $13.3K - $15.8K
11.9K $923K
UHS
Universal Health Services Inc

Healthcare
69
+ 2.66%
$163.99 - $193.27 $11.3K - $13.3K
2.67K $500K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
1.44K
+ 12.85%
$15.05 - $16.47 $21.6K - $23.7K
12.6K $202K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
402
+ 5.41%
$47.99 - $50.13 $19.3K - $20.2K
7.84K $392K
DT
Dynatrace, Inc.

Technology
1.85K
+ 25.33%
$47.15 - $62.42 $87K - $115K
9.14K $430K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
722
+ 1.16%
$9.55 - $10.42 $6.9K - $7.52K
63K $634K
MEDP
Medpace Holdings, Inc.

Healthcare
190
+ 22.14%
$304.69 - $360.97 $57.9K - $68.6K
1.05K $319K
INMU
Blackrock ETF Tr Ii Intermedia
1.28K
+ 2.48%
$23.44 - $23.97 $30K - $30.7K
52.8K $1.25M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
5.53K
+ 7.01%
$10.43 - $10.86 $57.7K - $60.1K
84.4K $880K
PBA
Pembina Pipeline Corp

Energy
55
+ 0.56%
$35.13 - $40.12 $1.93K - $2.21K
9.94K $397K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2.11K
+ 2.74%
$10.81 - $11.29 $22.8K - $23.8K
79.3K $864K
NMAI
Nuveen Multi Asset Income Fund

ETFs
2.67K
+ 10.67%
$11.9 - $12.65 $31.7K - $33.7K
27.7K $332K
BE
Bloom Energy Corp

Industrials
1.63K
+ 674.69%
$19.66 - $29.81 $32K - $48.5K
1.87K $36K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
313
+ 1.12%
$47.27 - $50.52 $14.8K - $15.8K
28.3K $1.38M
IYLD
Ishares Tr Ishares Morningstar

ETFs
1.53K
+ 77.94%
$19.42 - $20.31 $29.6K - $31K
3.48K $69K
NHI
National Health Investors Inc

Real Estate
345
+ 28.73%
$65.79 - $76.06 $22.7K - $26.2K
1.55K $114K
ZM
Zoom Video Communications, Inc.

Technology
1.15K
+ 16.82%
$72.23 - $88.64 $83.3K - $102K
8.01K $590K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
875
+ 9.62%
$43.63 - $46.01 $38.2K - $40.3K
9.97K $439K
COMM
Comm Scope Holding Company, Inc.

Technology
4.67K
+ 7.95%
$4.63 - $6.35 $21.6K - $29.6K
63.4K $336K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
724
+ 0.68%
$9.83 - $10.34 $7.12K - $7.49K
107K $1.07M
HQH
Tekla Healthcare Investors

Financial Services
1.27K
+ 3.04%
$16.23 - $18.27 $20.7K - $23.3K
43.2K $702K
LPG
Dorian Lpg Ltd.

Energy
1.32K
+ 1003.82%
$19.88 - $27.03 $26.1K - $35.5K
1.45K $32K
LVHI
Franklin International Low Vol

ETFs
836
+ 63.33%
$30.53 - $32.85 $25.5K - $27.5K
2.16K $69K
HWC
Hancock Whitney Corp

Financial Services
700
+ 22.91%
$49.61 - $61.03 $34.7K - $42.7K
3.76K $196K
XYL
Xylem Inc.

Industrials
132
+ 3.28%
$114.02 - $132.04 $15.1K - $17.4K
4.15K $495K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
217
+ 0.47%
$20.11 - $21.21 $4.36K - $4.6K
46.8K $989K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
1.28K
+ 5.67%
$19.17 - $20.25 $24.5K - $25.9K
23.8K $462K
BRP
Brp Group, Inc.

Financial Services
700
+ 6.75%
N/A
11.1K $443K
DFS
Discover Financial Services

Financial Services
349
+ 2.78%
$152.99 - $203.25 $53.4K - $70.9K
12.9K $2.2M
TCOM
Trip.Com Group LTD

Consumer Cyclical
450
+ 384.62%
$56.68 - $73.5 $25.5K - $33.1K
567 $36K
UPLD
Upland Software, Inc.

Technology
10.4K
+ 697.06%
$2.69 - $4.79 $28.1K - $50K
11.9K $34K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.37K
+ 2.79%
N/A
50.5K $1.02M
STLG
Ishares Factors Us Growth Styl

ETFs
569
+ 46.91%
N/A
1.78K $89K
DDD
3 D Systems Corp

Technology
12.9K
+ 5139.44%
$2.12 - $4.72 $27.3K - $60.9K
13.2K $27K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.78K
+ 49.39%
$20.76 - $29.81 $37K - $53.1K
5.38K $111K
MSM
Msc Industrial Direct CO Inc

Industrials
333
+ 79.86%
$74.45 - $83.08 $24.8K - $27.7K
750 $58K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
500
+ 9.57%
$40.55 - $48.43 $20.3K - $24.2K
5.72K $246K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
58.3K
+ 499.6%
$0.63 - $2.2 $36.8K - $128K
70K $45K
FOR
Forestar Group Inc.

Real Estate
1.88K
+ 63.69%
$21.07 - $27.26 $39.6K - $51.2K
4.83K $102K
GEO
Geo Group Inc

Real Estate
839
+ 81.85%
$22.92 - $35.35 $19.2K - $29.7K
1.86K $54K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
3.86K
+ 13.54%
$15.63 - $17.67 $60.3K - $68.1K
32.3K $515K
PRLB
Proto Labs Inc

Industrials
738
+ 7380.0%
$35.04 - $45.03 $25.9K - $33.2K
748 $26K
STX
Seagate Technology Holdings PLC

Technology
1.06K
+ 2.23%
$84.92 - $108.42 $90.4K - $115K
48.7K $4.14M
WDFC
Wd 40 CO

Basic Materials
98
+ 6.62%
$226.67 - $250.92 $22.2K - $24.6K
1.58K $385K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.94K
+ 6.33%
$11.63 - $12.23 $22.5K - $23.7K
32.5K $382K
GDS
Gds Holdings LTD

Technology
1K
New
$19.92 - $48.5 $19.9K - $48.5K
1K $25K
MNDY
Monday.Com Ltd.

Technology
106
+ 2120.0%
$213.0 - $327.92 $22.6K - $34.8K
111 $26K
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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