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
GPS
Gap Inc

Consumer Cyclical
105
+ 7.34%
N/A
1.54K $30K
INFA
Informatica Inc.

Technology
158
+ 250.79%
$17.39 - $26.5 $2.75K - $4.19K
221 $3K
IYR
Ishares Tr

ETFs
3
+ 0.38%
$89.49 - $98.98 $268 - $297
793 $75K
KRT
Karat Packaging Inc.

Consumer Cyclical
104
New
$26.58 - $33.46 $2.76K - $3.48K
104 $2K
KIO
Kkr Income Opportunities Fund

Financial Services
3.84K
+ 9.24%
$12.16 - $13.6 $46.7K - $52.3K
45.5K $558K
MBWM
Mercantile Bank Corp

Financial Services
62
New
$41.69 - $51.79 $2.58K - $3.21K
62 $2K
NEXT
Next Decade Corp.

Energy
245
+ 20.42%
$6.75 - $9.43 $1.65K - $2.31K
1.45K $11K
NWFL
Norwood Financial Corp

Financial Services
87
New
$24.13 - $26.73 $2.1K - $2.33K
87 $2K
RNG
Ring Central, Inc.

Technology
120
New
$24.76 - $36.77 $2.97K - $4.41K
120 $2K
RUM
Rumble Inc.

Technology
304
+ 821.62%
$7.07 - $13.77 $2.15K - $4.19K
341 $2K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
45
+ 0.71%
$120.5 - $145.97 $5.42K - $6.57K
6.39K $842K
SSYS
Stratasys Ltd.

Technology
200
+ 81.63%
$8.58 - $12.85 $1.72K - $2.57K
445 $4K
SYM
Symbotic Inc.

Financial Services
169
+ 31.65%
$20.16 - $33.5 $3.41K - $5.66K
703 $14K
WSBC
Wesbanco Inc

Financial Services
78
New
$30.36 - $37.08 $2.37K - $2.89K
78 $2K
WIX
Wix.Com Ltd.

Technology
25
+ 89.29%
$163.38 - $246.76 $4.08K - $6.17K
53 $8K
WOLF
Wolfspeed, Inc.

Technology
720
New
$2.59 - $7.48 $1.86K - $5.39K
720 $2K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
9
+ 0.06%
$6.04 - $6.31 $54.4 - $56.8
14.7K $90K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
60
New
$36.74 - $50.04 $2.2K - $3K
60 $2K
BEP
Brookfield Renewable Partners L.P.

Utilities
75
+ 8.62%
$20.03 - $23.79 $1.5K - $1.78K
945 $20K
BHF
Brighthouse Financial, Inc.

Financial Services
12
+ 17.65%
$45.74 - $62.97 $549 - $756
80 $4K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1
+ 0.8%
$65.49 - $74.67 $65.5 - $74.7
126 $9K
APPN
Appian Corp

Technology
80
+ 22.86%
$28.81 - $37.23 $2.3K - $2.98K
430 $12K
ABUS
Arbutus Biopharma Corp

Healthcare
500
New
$3.06 - $3.59 $1.53K - $1.8K
500 $1K
AVPT
Ave Point, Inc.

Technology
116
+ 1160.0%
$13.5 - $19.8 $1.57K - $2.3K
126 $1K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
1.03K
New
$0.91 - $1.94 $937 - $2K
1.03K $1K
CX
Cemex Sab De Cv

Basic Materials
34
+ 9.88%
$5.36 - $6.78 $182 - $231
378 $2K
CAG
Conagra Brands Inc.

Consumer Defensive
954
+ 4.22%
$23.9 - $27.67 $22.8K - $26.4K
23.5K $627K
CUBE
Cube Smart

Real Estate
5
+ 1.26%
$40.23 - $43.23 $201 - $216
401 $17K
DOCN
Digital Ocean Holdings, Inc.

Technology
53
+ 1060.0%
$33.39 - $46.69 $1.77K - $2.47K
58 $1K
ERIC
Ericsson Lm Telephone CO

Technology
172
+ 1720.0%
$7.47 - $8.9 $1.28K - $1.53K
182 $1K
GTX
Garrett Motion Inc.

Consumer Cyclical
227
+ 21.87%
$8.18 - $9.99 $1.86K - $2.27K
1.27K $10K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
34
+ 48.57%
$30.46 - $36.6 $1.04K - $1.24K
104 $3K
INVH
Invitation Homes Inc.

Real Estate
3
+ 1.21%
$30.28 - $34.85 $90.8 - $105
251 $8K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
1
+ 0.46%
$39.95 - $42.5 $40 - $42.5
219 $9K
KRMD
Koru Medical Systems, Inc.

Healthcare
600
New
$2.51 - $4.9 $1.51K - $2.94K
600 $1K
KD
Kyndryl Holdings, Inc.

Technology
245
+ 11.97%
$31.32 - $43.45 $7.67K - $10.6K
2.29K $71K
LADR
Ladder Capital Corp

Real Estate
26
+ 1.75%
$10.81 - $11.87 $281 - $309
1.51K $17K
PRGS
Progress Software Corp

Technology
31
+ 1033.33%
$51.39 - $65.26 $1.59K - $2.02K
34 $1K
RIGS
Riverfront Strategic Income Fd

ETFs
11
+ 13.41%
$22.48 - $23.24 $247 - $256
93 $2K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
99
+ 1.85%
$14.78 - $15.71 $1.46K - $1.56K
5.44K $80K
SAH
Sonic Automotive Inc

Consumer Cyclical
35
New
$55.11 - $75.24 $1.93K - $2.63K
35 $1K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
11
+ 0.43%
$178.65 - $194.73 $1.97K - $2.14K
2.59K $476K
IHY
Vaneck ETF Tr International Hi

ETFs
5
+ 0.79%
$20.36 - $21.2 $102 - $106
636 $13K
WRBY
Warby Parker Inc.

Healthcare
450
+ 37.5%
$17.82 - $28.42 $8.02K - $12.8K
1.65K $30K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
100
+ 0.48%
$14.1 - $15.53 $1.41K - $1.55K
20.8K $312K
IFN
India Fund Inc

Financial Services
84
+ 0.71%
$14.32 - $16.19 $1.2K - $1.36K
11.9K $187K
VBF
Invesco Bond Fund

Financial Services
3
+ 0.03%
$15.2 - $15.85 $45.6 - $47.6
11.5K $177K
NINE
Nine Energy Service, Inc.

Energy
1K
+ 3.95%
$0.99 - $1.48 $990 - $1.48K
26.3K $29K
DIV
Global X Superdividend Us ETF

ETFs
68
+ 1.41%
N/A
4.91K $84K
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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