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
EQR
Equity Residential

Real Estate
4
+ 0.05%
$66.98 - $75.02 $268 - $300
8.59K $614K
HNI
Hni Corp

Industrials
2
+ 0.85%
$43.17 - $51.26 $86.3 - $103
238 $10K
MYRG
Myr Group Inc.

Industrials
13
+ 19.7%
$106.08 - $157.33 $1.38K - $2.05K
79 $8K
NIO
Nio Inc.

Consumer Cyclical
11
+ 0.76%
$3.75 - $5.22 $41.3 - $57.4
1.47K $5K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
3
+ 0.14%
$28.69 - $31.94 $86.1 - $95.8
2.19K $64K
PENN
Penn National Gaming Inc

Consumer Cyclical
112
+ 14.36%
$16.23 - $22.73 $1.82K - $2.55K
892 $14K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
6
+ 0.03%
$5.75 - $6.1 $34.5 - $36.6
22.8K $131K
GBX
Greenbrier Companies Inc

Industrials
26
+ 7.12%
$51.22 - $70.7 $1.33K - $1.84K
391 $20K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
1
+ 0.68%
$38.82 - $64.98 $38.8 - $65
148 $5K
DLO
D Local LTD

Technology
58
+ 6.54%
$8.23 - $14.0 $477 - $812
945 $7K
SNSR
Global X Fds Internet Of Thing

ETFs
2
+ 0.22%
$32.89 - $38.12 $65.8 - $76.2
900 $29K
LUMN
Lumen Technologies, Inc.

Communication Services
95
+ 4.86%
$3.92 - $5.92 $372 - $562
2.05K $8K
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
12
+ 1.17%
$52.12 - $57.31 $625 - $688
1.04K $55K
SSTK
Shutterstock, Inc.

Communication Services
1
+ 0.94%
$17.79 - $34.5 $17.8 - $34.5
107 $1K
JETS
ETF Ser Solutions U S Global J

ETFs
500
+ 18.77%
$20.77 - $26.81 $10.4K - $13.4K
3.16K $65K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
617
+ 9.78%
$21.85 - $25.19 $13.5K - $15.5K
6.93K $153K
USA
Liberty All Star Equity Fund

Financial Services
7.91K
+ 5.82%
$6.41 - $7.32 $50.7K - $57.9K
144K $941K
BSVN
Bank7 Corp.

Financial Services
4
+ 0.85%
$38.44 - $45.97 $154 - $184
474 $18K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
12
+ 0.04%
$10.37 - $10.83 $124 - $130
28.2K $293K
CODI
Compass Diversified Holdings

Industrials
8
+ 1.29%
$18.67 - $22.9 $149 - $183
627 $11K
LIT
Global X Fds Global X Lithium

ETFs
21
+ 0.9%
$38.8 - $42.84 $815 - $900
2.35K $91K
IGT
International Game Technology PLC

Consumer Cyclical
3
+ 0.15%
$16.24 - $18.35 $48.7 - $55.1
2.01K $32K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.22%
$111.51 - $128.61 $112 - $129
451 $51K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
51
+ 3.32%
$3.77 - $6.08 $192 - $310
1.59K $6K
QTWO
Q2 Holdings, Inc.

Technology
50
+ 13.26%
$71.37 - $102.68 $3.57K - $5.13K
427 $34K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
221
+ 3.58%
$75.47 - $84.24 $16.7K - $18.6K
6.4K $492K
TEX
Terex Corp

Industrials
1
+ 0.26%
$37.65 - $48.97 $37.7 - $49
389 $14K
EGY
Vaalco Energy Inc

Energy
6.84K
+ 14.45%
$3.71 - $4.74 $25.4K - $32.4K
54.2K $203K
RFFC
Alps ETF Tr Riverfront Dynamic

ETFs
8
+ 0.41%
$55.01 - $61.07 $440 - $489
1.94K $107K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1
+ 0.02%
$22.77 - $24.73 $22.8 - $24.7
5.22K $121K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
135
+ 2.06%
$34.83 - $38.02 $4.7K - $5.13K
6.69K $235K
CATH
Global X Fds Global X S&P 500

ETFs
3
+ 0.22%
$66.14 - $74.2 $198 - $223
1.39K $93K
H
Hyatt Hotels Corp

Consumer Cyclical
1
+ 0.91%
$120.83 - $166.34 $121 - $166
111 $13K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
5
+ 0.25%
$72.01 - $79.94 $360 - $400
2K $147K
MUR
Murphy Oil Corp

Energy
13
+ 0.55%
$24.02 - $33.9 $312 - $441
2.38K $67K
PLUG
Plug Power Inc

Industrials
498
+ 9.36%
$1.34 - $3.15 $667 - $1.57K
5.82K $7K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 0.03%
$26.53 - $29.63 $26.5 - $29.6
2.95K $79K
SLAB
Silicon Laboratories Inc.

Technology
6
+ 1.72%
$112.57 - $158.7 $675 - $952
355 $39K
CRF
Cornerstone Total Return Fund Inc

Financial Services
233
+ 5.1%
$7.17 - $9.1 $1.67K - $2.12K
4.81K $34K
BWXT
Bwx Technologies, Inc.

Industrials
54
+ 6.29%
$96.59 - $128.46 $5.22K - $6.94K
913 $90K
AI
C3.Ai, Inc.

Technology
800
+ 48.72%
$20.92 - $36.93 $16.7K - $29.5K
2.44K $51K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
1
+ 0.1%
$15.98 - $24.03 $16 - $24
999 $16K
MGM
Mgm Resorts International

Consumer Cyclical
421
+ 12.13%
$29.64 - $40.37 $12.5K - $17K
3.89K $115K
PIPR
Piper Sandler Companies

Financial Services
1
+ 0.99%
$244.29 - $323.68 $244 - $324
102 $25K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
12
+ 0.85%
$20.63 - $25.57 $248 - $307
1.43K $29K
TLS
Telos Corp

Technology
4K
+ 28.74%
$2.38 - $3.66 $9.52K - $14.6K
17.9K $42K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
799
+ 1.19%
$8.24 - $8.68 $6.58K - $6.94K
67.8K $559K
PFFA
Etfis Ser Tr I

ETFs
8
+ 0.1%
$21.21 - $22.3 $170 - $178
8.29K $175K
EMN
Eastman Chemical CO

Basic Materials
183
+ 2.57%
$87.05 - $103.47 $15.9K - $18.9K
7.31K $644K
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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