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
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
437
New
$35.54 - $49.81 $15.5K - $21.8K
437 $17K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
499
+ 25.16%
$44.47 - $50.08 $22.2K - $25K
2.48K $112K
RMR
Rmr Group Inc.

Real Estate
1.12K
+ 313.09%
$16.65 - $20.37 $18.7K - $22.9K
1.48K $24K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
983
New
$17.37 - $25.79 $17.1K - $25.4K
983 $17K
ALLY
Ally Financial Inc.

Financial Services
415
+ 22.8%
$32.99 - $40.09 $13.7K - $16.6K
2.24K $81K
HEES
H&E Equipment Services, Inc.

Industrials
37
+ 13.26%
$43.93 - $100.57 $1.63K - $3.72K
316 $29K
SUI
Sun Communities Inc

Real Estate
65
+ 4.44%
$120.53 - $136.43 $7.83K - $8.87K
1.53K $196K
VIS
Vanguard Industrial ETF

ETFs
99
+ 7.66%
$243.63 - $273.99 $24.1K - $27.1K
1.39K $344K
THW
Tekla World Healthcare Fund

Financial Services
800
+ 5.6%
$11.09 - $12.2 $8.87K - $9.76K
15.1K $173K
YYY
Amplify ETF Tr High Income ETF

ETFs
1.84K
+ 3.24%
$11.38 - $12.01 $21K - $22.1K
58.7K $670K
KGC
Kinross Gold Corp

Basic Materials
978
+ 151.39%
$9.69 - $12.61 $9.48K - $12.3K
1.62K $20K
QS
Quantum Scape Corp

Consumer Cyclical
7.11K
+ 50.39%
$4.15 - $6.58 $29.5K - $46.8K
21.2K $88K
FNDE
Schwab Fundamental Emerging Mk

ETFs
255
+ 6.45%
$28.11 - $32.0 $7.17K - $8.16K
4.21K $129K
SUN
Sunoco LP

Energy
3
+ 0.14%
$51.29 - $59.25 $154 - $178
2.17K $126K
UI
Ubiquiti Inc.

Technology
50
New
$300.93 - $431.11 $15K - $21.6K
50 $15K
AGZ
Ishares Agency Bond ETF

ETFs
62
+ 1.09%
$107.46 - $109.48 $6.66K - $6.79K
5.75K $628K
AHCO
Adapt Health Corp.

Healthcare
1.32K
New
$8.45 - $11.38 $11.2K - $15.1K
1.32K $14K
MOS
Mosaic CO

Basic Materials
380
+ 27.76%
$23.08 - $28.8 $8.77K - $10.9K
1.75K $47K
PFN
Pimco Income Strategy Fund Ii

Financial Services
951
+ 1.18%
$7.41 - $7.64 $7.05K - $7.27K
81.4K $613K
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
1K
+ 1642.62%
$12.14 - $13.37 $12.2K - $13.4K
1.06K $14K
PFS
Provident Financial Services Inc

Financial Services
831
New
$16.35 - $19.59 $13.6K - $16.3K
831 $14K
RDNT
Rad Net, Inc.

Healthcare
300
New
$45.92 - $72.75 $13.8K - $21.8K
300 $14K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
636
+ 1.35%
$8.4 - $9.45 $5.34K - $6.01K
47.8K $430K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
259
+ 11.97%
$166.63 - $185.86 $43.2K - $48.1K
2.42K $403K
FDM
First Trust Dow Jones Select M

ETFs
295
+ 31.79%
$61.73 - $71.81 $18.2K - $21.2K
1.22K $76K
IGF
Ishares Global Infrastructure

ETFs
191
+ 17.9%
$51.96 - $54.84 $9.92K - $10.5K
1.26K $68K
KF
Korea Fund Inc

Financial Services
610
+ 91.73%
$18.49 - $21.45 $11.3K - $13.1K
1.28K $25K
LFVN
Lifevantage Corp

Consumer Defensive
925
+ 418.55%
$14.42 - $25.62 $13.3K - $23.7K
1.15K $16K
UFCS
United Fire Group Inc

Financial Services
375
+ 17.66%
$24.78 - $29.72 $9.29K - $11.1K
2.5K $73K
VTSI
Vir Tra, Inc

Industrials
12.9K
+ 88.46%
$4.07 - $7.04 $52.4K - $90.6K
27.4K $111K
ALV
Autoliv Inc

Consumer Cyclical
326
+ 11.18%
$87.68 - $102.7 $28.6K - $33.5K
3.24K $286K
SKYX
Skyx Platforms Corp.

Industrials
12K
+ 433.21%
$1.12 - $2.05 $13.4K - $24.6K
14.8K $16K
DOLE
Dole PLC

Consumer Defensive
844
+ 517.79%
$12.31 - $14.86 $10.4K - $12.5K
1.01K $14K
FTSD
Franklin ETF Tr Liberty Short

ETFs
139
New
$90.09 - $90.89 $12.5K - $12.6K
139 $12K
HUBG
Hub Group, Inc.

Industrials
343
New
$36.53 - $46.48 $12.5K - $15.9K
343 $12K
OXLC
Oxford Lane Capital Corp.

Financial Services
4.46K
+ 17.95%
$4.3 - $5.17 $19.2K - $23.1K
29.3K $138K
NRZ
New Residential Investment Corp.

Real Estate
1.59K
+ 5.33%
N/A
31.3K $227K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
3.58K
+ 8.99%
$12.94 - $14.29 $46.3K - $51.2K
43.4K $569K
LEU
Centrus Energy Corp

Energy
192
+ 100.0%
$62.21 - $119.74 $11.9K - $23K
384 $23K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
627
New
$17.4 - $30.56 $10.9K - $19.2K
627 $11K
ORN
Orion Group Holdings Inc

Industrials
8.95K
+ 55.71%
$5.23 - $9.27 $46.8K - $82.9K
25K $130K
RRC
Range Resources Corp

Energy
114
+ 6.72%
$35.22 - $41.29 $4.02K - $4.71K
1.81K $72K
FNDX
Schwab Fundamental U S Large C

ETFs
695
+ 0.88%
$23.03 - $25.01 $16K - $17.4K
79.6K $1.88M
SM
Sm Energy CO

Energy
1.01K
+ 44.94%
$27.15 - $44.69 $27.3K - $45K
3.25K $97K
SMBK
Smartfinancial Inc.

Financial Services
362
New
$29.39 - $36.82 $10.6K - $13.3K
362 $11K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
689
+ 11.05%
$80.73 - $94.96 $55.6K - $65.4K
6.93K $574K
STRT
Strattec Security Corp

Consumer Cyclical
290
+ 140.1%
$36.29 - $51.49 $10.5K - $14.9K
497 $19K
UITB
Usaa ETF Tr Core Intermediate

ETFs
245
New
$45.41 - $47.18 $11.1K - $11.6K
245 $11K
OMFL
Invesco Exchange Traded Self I

ETFs
477
+ 2.81%
$52.19 - $57.45 $24.9K - $27.4K
17.5K $931K
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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