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
VMO
Invesco Municipal Opportunity Trust

Financial Services
3.94K
+ 7.37%
$9.44 - $9.93 $37.2K - $39.1K
57.4K $544K
PFBC
Preferred Bank

Financial Services
292
New
$81.03 - $93.15 $23.7K - $27.2K
292 $24K
DHX
Dhi Group, Inc.

Industrials
22.4K
+ 122.29%
$1.39 - $3.28 $31.1K - $73.5K
40.7K $56K
DMAR
First Tr Ex Tr Viii Cboe Vest
802
+ 6.15%
$36.82 - $39.1 $29.5K - $31.4K
13.8K $521K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
590
+ 3.29%
$42.38 - $43.28 $25K - $25.5K
18.5K $787K
MUSA
Murphy Usa Inc.

Consumer Cyclical
156
+ 10.2%
$435.02 - $515.95 $67.9K - $80.5K
1.69K $791K
PR
Permian Resources Corporation

Energy
1.75K
New
$12.33 - $16.0 $21.6K - $28.1K
1.75K $24K
SPSC
Sps Commerce Inc

Technology
191
+ 545.71%
$123.05 - $197.4 $23.5K - $37.7K
226 $29K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
2K
+ 8.61%
$9.82 - $10.37 $19.6K - $20.7K
25.2K $252K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
333
New
$68.94 - $90.02 $23K - $30K
333 $23K
TYL
Tyler Technologies Inc

Technology
38
+ 17.84%
$553.41 - $646.74 $21K - $24.6K
251 $145K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
3.44K
+ 7.33%
$4.42 - $4.86 $15.2K - $16.7K
50.4K $236K
COLL
Collegium Pharmaceutical, Inc

Healthcare
753
New
$28.04 - $33.91 $21.1K - $25.5K
753 $22K
BBSI
Barrett Business Services Inc

Industrials
540
New
$39.0 - $44.37 $21.1K - $24K
540 $22K
APLE
Apple Hospitality Reit, Inc.

Real Estate
1.81K
+ 295.92%
$12.87 - $15.85 $23.3K - $28.8K
2.43K $31K
MBIN
Merchants Bancorp

Financial Services
608
New
$34.75 - $43.49 $21.1K - $26.4K
608 $22K
PAAS
Pan American Silver Corp

Basic Materials
403
+ 19.93%
$20.61 - $26.7 $8.31K - $10.8K
2.43K $62K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.31K
+ 14.18%
$10.61 - $16.49 $35.2K - $54.6K
26.7K $332K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1K
+ 313.75%
$20.2 - $22.24 $20.3K - $22.3K
1.32K $28K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
209
New
$89.88 - $110.11 $18.8K - $23K
209 $21K
FARO
Faro Technologies Inc

Technology
791
New
$24.56 - $32.48 $19.4K - $25.7K
791 $21K
COPX
Global X Copper Miners ETF

ETFs
126
+ 0.69%
$37.72 - $43.32 $4.75K - $5.46K
18.3K $714K
SPH
Suburban Propane Partners LP

Utilities
156
+ 3.35%
$17.64 - $22.2 $2.75K - $3.46K
4.81K $100K
SNPS
Synopsys Inc

Technology
395
+ 15.11%
$428.58 - $551.54 $169K - $218K
3.01K $1.29M
BIGZ
Black Rock Innovation & Growth Trust
8.48K
+ 20.28%
$6.4 - $8.25 $54.3K - $69.9K
50.3K $332K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
1
+ 0.02%
$51.9 - $56.78 $51.9 - $56.8
5.73K $324K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
327
+ 2.79%
$21.34 - $23.86 $6.98K - $7.8K
12K $274K
ALRM
Alarm.Com Holdings, Inc.

Technology
374
New
$55.65 - $63.82 $20.8K - $23.9K
374 $20K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
245
+ 1.7%
$61.9 - $66.89 $15.2K - $16.4K
14.7K $933K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
156
+ 0.87%
$17.61 - $18.7 $2.75K - $2.92K
18.1K $339K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
850
+ 5.24%
$28.04 - $28.63 $23.8K - $24.3K
17.1K $479K
GANX
Gain Therapeutics, Inc.

Healthcare
10.6K
New
$1.82 - $2.73 $19.3K - $28.9K
10.6K $20K
LYG
Lloyds Banking Group PLC

Financial Services
798
+ 5.13%
$2.58 - $3.9 $2.06K - $3.11K
16.4K $62K
GSL
Global Ship Lease, Inc.

Industrials
129
+ 0.82%
$21.1 - $23.88 $2.72K - $3.08K
15.8K $361K
MILN
Global X Funds Global X Millen

ETFs
471
+ 62.63%
$41.85 - $49.7 $19.7K - $23.4K
1.22K $52K
INSW
International Seaways, Inc.

Energy
591
New
$32.85 - $41.61 $19.4K - $24.6K
591 $19K
IXP
Ishares Global Comm Services E

ETFs
184
+ 4.56%
$95.48 - $106.93 $17.6K - $19.7K
4.22K $409K
EWP
Ishares Inc Msci Spain ETF

ETFs
518
New
$30.96 - $38.87 $16K - $20.1K
518 $19K
VPU
Vanguard Utilities ETF

ETFs
33
+ 1.71%
$161.24 - $173.33 $5.32K - $5.72K
1.97K $335K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
145
+ 0.34%
$9.95 - $10.71 $1.44K - $1.55K
42.6K $450K
NXL
Nexalin Technology, Inc.

Healthcare
10K
New
$1.91 - $3.72 $19.1K - $37.2K
10K $19K
FUND
Sprott Focus Trust Inc.

Financial Services
2.3K
+ 20.54%
$7.19 - $7.74 $16.5K - $17.8K
13.5K $100K
GAIN
Gladstone Investment Corporation\De

Financial Services
1.15K
+ 6.22%
$12.65 - $13.97 $14.5K - $16.1K
19.6K $262K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
515
+ 64.38%
$24.39 - $35.22 $12.6K - $18.1K
1.32K $39K
PSIX
Power Solutions International, Inc.

Industrials
725
New
$25.28 - $43.7 $18.3K - $31.7K
725 $18K
RBLX
Roblox Corp

Communication Services
231
+ 2.31%
$53.77 - $75.47 $12.4K - $17.4K
10.2K $596K
CATY
Cathay General Bancorp

Financial Services
406
New
$42.27 - $48.78 $17.2K - $19.8K
406 $17K
GTLS
Chart Industries Inc

Industrials
119
+ 1700.0%
$141.99 - $218.35 $16.9K - $26K
126 $18K
PODD
Insulet Corp

Healthcare
64
+ 44.76%
$237.06 - $288.29 $15.2K - $18.5K
207 $54K
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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