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
FDMO
Fidelity Covington Tr Momentum

ETFs
898
+ 7.85%
$63.36 - $74.35 $56.9K - $66.8K
12.3K $802K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
66
+ 2.98%
$18.63 - $21.12 $1.23K - $1.39K
2.28K $47K
XLY
Select Sector Spdr Consumer Di

ETFs
4.29K
+ 13.72%
$192.6 - $233.2 $827K - $1M
35.6K $7.03M
EPR
Epr Properties

Real Estate
50
+ 14.29%
$43.98 - $53.81 $2.2K - $2.69K
400 $21K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
226
+ 45.47%
$21.95 - $24.74 $4.96K - $5.59K
723 $17K
FLR
Fluor Corp

Industrials
2.9K
+ 40.33%
$34.29 - $55.28 $99.3K - $160K
10.1K $360K
GNL
Global Net Lease, Inc.

Real Estate
200
+ 3.6%
$6.91 - $8.26 $1.38K - $1.65K
5.76K $46K
HCKT
Hackett Group, Inc.

Technology
223
+ 70.35%
$28.16 - $32.09 $6.28K - $7.16K
540 $15K
HYMU
Blackrock ETF Tr Ii High Yield
254
+ 36.29%
$22.43 - $23.19 $5.7K - $5.89K
954 $21K
IGE
Ishares Tr North Amern Nat Res

ETFs
100
+ 31.45%
$42.6 - $46.27 $4.26K - $4.63K
418 $19K
MP
Mp Materials Corp.

Basic Materials
68
+ 12.52%
$16.39 - $26.93 $1.11K - $1.83K
611 $14K
VFC
V F Corp

Consumer Cyclical
1.07K
+ 61.06%
$15.52 - $26.93 $16.6K - $28.8K
2.83K $43K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
195
New
$34.14 - $37.91 $6.66K - $7.39K
195 $6K
SPXC
Spx Corp

Industrials
112
+ 21.83%
$128.78 - $154.37 $14.4K - $17.3K
625 $80K
GNW
Genworth Financial Inc

Financial Services
715
+ 35750.0%
$6.44 - $7.42 $4.6K - $5.31K
717 $5K
WABC
Westamerica Bancorporation

Financial Services
100
New
$49.12 - $52.43 $4.91K - $5.24K
100 $5K
AB
Alliancebernstein Holding L.P.

Financial Services
26
+ 0.8%
$35.0 - $40.73 $910 - $1.06K
3.28K $125K
ANIP
Ani Pharmaceuticals Inc

Healthcare
75
New
$53.93 - $68.36 $4.04K - $5.13K
75 $5K
UAN
Cvr Partners, LP

Basic Materials
70
+ 23.33%
$72.23 - $83.94 $5.06K - $5.88K
370 $27K
DNLI
Denali Therapeutics Inc.

Healthcare
400
New
$13.6 - $23.59 $5.44K - $9.44K
400 $5K
FVRR
Fiverr International Ltd.

Communication Services
231
New
$23.68 - $34.44 $5.47K - $7.96K
231 $5K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
465
New
$11.67 - $16.75 $5.43K - $7.79K
465 $5K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
77
+ 44.77%
$68.32 - $78.49 $5.26K - $6.04K
249 $17K
MET
Metlife Inc

Financial Services
1.12K
+ 2.12%
$77.7 - $87.0 $86.9K - $97.3K
53.9K $4.33M
MOB
Mobilicom LTD

Technology
3.11K
New
$1.65 - $4.66 $5.13K - $14.5K
3.11K $5K
OCCI
Ofs Credit Company, Inc.

Financial Services
3.14K
+ 21.56%
$6.12 - $7.33 $19.2K - $23K
17.7K $108K
PBT
Permian Basin Royalty Trust

Energy
736
+ 42.74%
$9.67 - $12.15 $7.12K - $8.94K
2.46K $24K
RC
Ready Capital Corp

Real Estate
1.16K
New
$4.9 - $7.05 $5.66K - $8.15K
1.16K $5K
TECK
Teck Resources LTD

Basic Materials
138
+ 383.33%
$36.43 - $43.86 $5.03K - $6.05K
174 $6K
USCB
Uscb Financial Holdings, Inc.

Financial Services
237
+ 54.23%
$16.43 - $20.0 $3.89K - $4.74K
674 $12K
VMEO
Vimeo, Inc.

Technology
5.29K
+ 26.29%
$5.26 - $6.93 $27.8K - $36.7K
25.4K $133K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
58
+ 0.27%
$11.01 - $11.72 $639 - $680
21.4K $241K
CNO
Cno Financial Group, Inc.

Financial Services
100
+ 96.15%
$35.99 - $42.34 $3.6K - $4.23K
204 $8K
NSIT
Insight Enterprises Inc

Technology
26
+ 10.2%
$149.36 - $174.13 $3.88K - $4.53K
281 $42K
AC
Associated Capital Group, Inc.

Financial Services
83
+ 35.32%
$34.34 - $39.94 $2.85K - $3.32K
318 $12K
CVEO
Civeo Corp

Industrials
150
+ 22.97%
$20.47 - $27.31 $3.07K - $4.1K
803 $18K
CSGS
Csg Systems International Inc

Technology
71
New
$49.81 - $66.73 $3.54K - $4.74K
71 $4K
BROS
Dutch Bros Inc.

Consumer Cyclical
50
+ 71.43%
$55.77 - $85.37 $2.79K - $4.27K
120 $7K
FFIN
First Financial Bankshares Inc

Financial Services
122
+ 1.21%
$34.78 - $38.52 $4.24K - $4.7K
10.2K $367K
FUBO
Fubo Tv Inc.

Communication Services
1.35K
+ 900.0%
$1.41 - $5.46 $1.9K - $7.37K
1.5K $4K
FULT
Fulton Financial Corp

Financial Services
266
New
$17.24 - $21.11 $4.59K - $5.62K
266 $4K
GSHD
Goosehead Insurance, Inc.

Financial Services
35
New
$98.59 - $123.84 $3.45K - $4.33K
35 $4K
GEF
Greif, Inc

Consumer Cyclical
102
+ 50.5%
$54.57 - $62.45 $5.57K - $6.37K
304 $16K
INFU
Infu System Holdings, Inc

Healthcare
903
New
$5.38 - $8.79 $4.86K - $7.94K
903 $4K
USRT
Ishares Core U.S. Reit ETF

ETFs
66
+ 3.35%
$55.14 - $60.29 $3.64K - $3.98K
2.04K $117K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
390
+ 4.92%
$46.77 - $52.97 $18.2K - $20.7K
8.32K $390K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
150
+ 10.0%
$55.05 - $58.37 $8.26K - $8.76K
1.65K $91K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
51
New
$88.44 - $101.55 $4.51K - $5.18K
51 $4K
JPRE
J P Morgan Exchange Traded Fd

ETFs
83
+ 29.64%
$45.34 - $49.96 $3.76K - $4.15K
363 $17K
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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