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
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
271
+ 5.42%
$11.96 - $13.56 $3.24K - $3.67K
5.27K $67K
NRP
Natural Resource Partners LP

Energy
38
+ 53.52%
$95.01 - $111.0 $3.61K - $4.22K
109 $11K
OPHC
Optimum Bank Holdings, Inc.

Financial Services
1.16K
New
$4.11 - $4.82 $4.76K - $5.58K
1.16K $4K
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
16
+ 1.76%
$23.71 - $28.59 $379 - $457
927 $25K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
600
New
$6.67 - $12.72 $4K - $7.63K
600 $4K
SAND
Sandstorm Gold LTD

Basic Materials
115
+ 7.09%
$5.54 - $7.65 $637 - $880
1.74K $13K
SENS
Senseonics Holdings, Inc.

Healthcare
1K
+ 3.81%
$0.43 - $1.31 $430 - $1.31K
27.2K $17K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
95
+ 60.9%
$36.05 - $45.61 $3.42K - $4.33K
251 $9K
RUN
Sunrun Inc.

Technology
1K
+ 227.27%
$5.86 - $11.37 $5.86K - $11.4K
1.44K $8K
VSAT
Viasat Inc

Technology
80
+ 5.0%
$7.51 - $11.81 $601 - $945
1.68K $17K
HAS
Hasbro, Inc.

Consumer Cyclical
5
+ 1.01%
$56.16 - $69.06 $281 - $345
502 $30K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
35
+ 0.45%
$12.04 - $13.32 $421 - $466
7.79K $97K
NRIM
Northrim Bancorp Inc

Financial Services
44
+ 61.11%
$71.67 - $90.54 $3.15K - $3.98K
116 $8K
AMTX
Aemetis, Inc

Energy
2.16K
+ 308.14%
$1.59 - $2.99 $3.43K - $6.45K
2.86K $4K
CWEN
Clearway Energy, Inc.

Utilities
77
+ 38.69%
$24.63 - $30.42 $1.9K - $2.34K
276 $8K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
84
+ 65.12%
$17.16 - $25.25 $1.44K - $2.12K
213 $5K
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
320
New
N/A
320 $3K
FLGT
Fulgent Genetics, Inc.

Healthcare
225
New
$15.28 - $18.95 $3.44K - $4.26K
225 $3K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
100
+ 0.52%
$16.06 - $17.52 $1.61K - $1.75K
19.4K $322K
HL
Hecla Mining CO

Basic Materials
1
+ 0.02%
$5.07 - $6.37 $5.07 - $6.37
4.05K $22K
IQ
I Qiyi, Inc.

Communication Services
1.35K
+ 177.17%
$1.83 - $2.54 $2.47K - $3.43K
2.11K $4K
SIZE
Ishares Msci Usa Size Factor E

ETFs
73
+ 3.21%
$141.68 - $155.75 $10.3K - $11.4K
2.35K $341K
MSB
Mesabi Trust

Basic Materials
141
+ 15.95%
$23.6 - $34.76 $3.33K - $4.9K
1.03K $27K
PAGS
Pag Seguro Digital Ltd.

Technology
500
New
$6.27 - $8.52 $3.14K - $4.26K
500 $3K
PCTY
Paylocity Holding Corp

Technology
20
+ 22.22%
$183.21 - $217.86 $3.66K - $4.36K
110 $20K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
200
+ 13.03%
$35.75 - $40.67 $7.15K - $8.13K
1.74K $62K
SEDG
Solaredge Technologies, Inc.

Technology
100
+ 17.7%
$12.96 - $19.63 $1.3K - $1.96K
665 $10K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
54
+ 0.54%
$17.57 - $18.05 $949 - $975
10.1K $182K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8
+ 0.05%
$47.33 - $47.92 $379 - $383
15.5K $738K
INN
Summit Hotel Properties, Inc.

Real Estate
547
+ 581.91%
$5.4 - $6.84 $2.95K - $3.74K
641 $3K
TNDM
Tandem Diabetes Care Inc

Healthcare
294
+ 186.08%
$17.89 - $37.53 $5.26K - $11K
452 $8K
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
135
New
$25.88 - $27.09 $3.49K - $3.66K
135 $3K
DNL
Wiswisdomtree Tr

ETFs
103
+ 22.64%
$35.56 - $38.21 $3.66K - $3.94K
558 $19K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
61
+ 22.18%
$87.72 - $111.91 $5.35K - $6.83K
336 $30K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
4
+ 0.03%
$19.51 - $20.4 $78 - $81.6
13.5K $269K
PMX
Pimco Municipal Income Fund Iii

Financial Services
1.86K
+ 3.81%
$7.07 - $7.53 $13.1K - $14K
50.6K $362K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
60
+ 1.42%
$19.7 - $20.61 $1.18K - $1.24K
4.3K $86K
ALTL
Pacer Lunt Large Cap Altenator

Technology
71
New
$33.5 - $39.69 $2.38K - $2.82K
71 $2K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
45
+ 0.69%
$13.59 - $14.05 $612 - $632
6.56K $90K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
38
+ 2.1%
$8.25 - $8.79 $314 - $334
1.85K $16K
RFCI
Alps ETF Tr Riverfront Dynamic

ETFs
102
+ 7.79%
$22.02 - $22.66 $2.25K - $2.31K
1.41K $31K
BMO
Bank Of Montreal

Financial Services
25
+ 104.17%
$94.92 - $104.14 $2.37K - $2.6K
49 $4K
CENX
Century Aluminum CO

Basic Materials
112
+ 1244.44%
$16.6 - $21.83 $1.86K - $2.44K
121 $2K
CHRD
Oasis Petroleum Inc.

Energy
30
+ 9.4%
$101.34 - $127.78 $3.04K - $3.83K
349 $39K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
100
New
$25.9 - $31.26 $2.59K - $3.13K
100 $2K
DKL
Delek Logistics Partners, LP

Energy
50
New
$40.02 - $45.32 $2K - $2.27K
50 $2K
FPI
Farmland Partners Inc.

Real Estate
322
+ 22.13%
$10.72 - $12.51 $3.45K - $4.03K
1.78K $19K
FDHY
Fidelity Covington Trust High

ETFs
56
+ 13.97%
$47.92 - $49.1 $2.68K - $2.75K
457 $21K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
42
+ 100.0%
$45.62 - $51.12 $1.92K - $2.15K
84 $4K
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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