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
FEX
First Tr Large Cap Core Alphde

ETFs
11
+ 0.22%
$99.27 - $109.89 $1.09K - $1.21K
4.93K $505K
IAT
Ishares Tr

ETFs
475
+ 6.08%
$44.84 - $53.56 $21.3K - $25.4K
8.28K $386K
SNAP
Snap Inc

Communication Services
116
+ 2.86%
$8.37 - $12.57 $971 - $1.46K
4.17K $36K
MTN
Vail Resorts Inc

Consumer Cyclical
4
+ 1.45%
$153.58 - $184.72 $614 - $739
279 $44K
NOTE
Fiscal Note Holdings, Inc.

Technology
2.36K
+ 6.75%
$0.81 - $1.93 $1.91K - $4.56K
37.4K $30K
CSQ
Calamos Strategic Total Return Fund

Financial Services
5.06K
+ 8.63%
$15.97 - $18.5 $80.8K - $93.6K
63.7K $1.03M
CFLT
Confluent, Inc.

Technology
207
+ 7.46%
$23.44 - $37.65 $4.85K - $7.79K
2.98K $69K
HY
Hyster Yale Materials Handling, Inc.

Industrials
3
+ 0.34%
$41.54 - $54.76 $125 - $164
892 $37K
PSN
Parsons Corp

Industrials
264
+ 37.99%
$55.35 - $96.44 $14.6K - $25.5K
959 $56K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
786
+ 10.02%
$5.29 - $10.87 $4.16K - $8.54K
8.63K $45K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
336
+ 7.01%
$77.91 - $92.26 $26.2K - $31K
5.13K $407K
VVR
Invesco Senior Income Trust

Financial Services
177
+ 0.37%
$3.55 - $4.15 $628 - $735
47.9K $179K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
129
+ 0.66%
$11.85 - $13.1 $1.53K - $1.69K
19.6K $237K
IYJ
Ishares Tr

ETFs
104
+ 1.46%
$127.48 - $142.0 $13.3K - $14.8K
7.24K $942K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
57
+ 6.09%
$48.65 - $66.04 $2.77K - $3.76K
993 $52K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
371
+ 1.9%
$49.36 - $53.08 $18.3K - $19.7K
19.8K $990K
FSS
Federal Signal Corp

Industrials
252
+ 15.89%
$73.55 - $101.32 $18.5K - $25.5K
1.84K $135K
UPST
Upstart Holdings, Inc.

Financial Services
333
+ 20.01%
$46.03 - $88.77 $15.3K - $29.6K
2K $91K
BC
Brunswick Corp

Consumer Cyclical
2
+ 0.17%
$53.49 - $70.51 $107 - $141
1.15K $62K
CC
Chemours CO

Basic Materials
5
+ 0.14%
$13.41 - $19.99 $67.1 - $99.9
3.65K $49K
TSEM
Tower Semiconductor LTD

Technology
175
+ 14.11%
$35.43 - $54.74 $6.2K - $9.58K
1.42K $50K
CNI
Canadian National Railway CO

Industrials
86
+ 1.62%
$95.46 - $106.79 $8.21K - $9.18K
5.38K $524K
ELMD
Electromed, Inc.

Healthcare
3K
+ 20.07%
$23.34 - $35.47 $70K - $106K
18K $428K
ICLR
Icon PLC

Healthcare
368
+ 16.54%
$174.99 - $222.58 $64.4K - $81.9K
2.59K $453K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
490
+ 13.48%
$3.33 - $7.79 $1.63K - $3.82K
4.13K $13K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.53K
+ 4.39%
$18.61 - $21.28 $28.5K - $32.6K
36.4K $690K
SPFF
Global X Superincome Preferred

ETFs
121
+ 0.24%
$8.97 - $9.5 $1.09K - $1.15K
49.7K $446K
FNB
Fnb Corp

Financial Services
3
+ 0.03%
$13.08 - $15.95 $39.2 - $47.8
9.89K $132K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
150
+ 1.64%
$27.52 - $33.6 $4.13K - $5.04K
9.28K $276K
DAKT
Daktronics Inc

Technology
200
+ 5.64%
$11.95 - $17.59 $2.39K - $3.52K
3.75K $45K
ISTR
Investar Holding Corp

Financial Services
6
+ 0.18%
$16.88 - $21.24 $101 - $127
3.37K $59K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
2.68K
+ 9.62%
$8.4 - $10.21 $22.5K - $27.3K
30.5K $256K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
306
+ 5.04%
$62.28 - $71.92 $19.1K - $22K
6.37K $404K
GIS
General Mills Inc

Consumer Defensive
2.38K
+ 6.04%
$57.56 - $65.3 $137K - $155K
41.8K $2.5M
OMF
One Main Holdings, Inc.

Financial Services
132
+ 1.94%
$45.35 - $58.06 $5.99K - $7.66K
6.94K $339K
REKR
Rekor Systems, Inc.

Technology
1K
+ 5.76%
$0.89 - $2.63 $890 - $2.63K
18.4K $16K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
75
+ 2.17%
$175.5 - $209.86 $13.2K - $15.7K
3.53K $640K
ATOM
Atomera Inc

Technology
575
+ 24.37%
$4.0 - $16.55 $2.3K - $9.52K
2.93K $11K
NVMI
Nova Ltd.

Technology
3
+ 0.22%
$184.33 - $273.65 $553 - $821
1.34K $247K
SF
Stifel Financial Corp

Financial Services
147
+ 5.82%
$91.62 - $117.6 $13.5K - $17.3K
2.67K $251K
VERU
Veru Inc.

Healthcare
9.3K
+ 7.15%
$0.45 - $1.28 $4.19K - $11.9K
139K $68K
DTM
Dt Midstream, Inc.

Energy
218
+ 1.63%
$86.95 - $113.75 $19K - $24.8K
13.6K $1.32M
CSR
Centerspace

Real Estate
17
+ 0.12%
$60.29 - $66.19 $1.02K - $1.13K
14.2K $920K
TNA
Direxion Daily Small Cap Bull

ETFs
3.28K
+ 36.1%
$28.89 - $46.57 $94.8K - $153K
12.4K $361K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
1.07K
+ 3.94%
$14.32 - $16.14 $15.3K - $17.3K
28.2K $411K
CFG
Citizens Financial Group Inc

Financial Services
274
+ 2.43%
$39.73 - $48.36 $10.9K - $13.3K
11.5K $472K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
10
+ 0.2%
$38.78 - $44.63 $388 - $446
5.1K $198K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
807
+ 4.46%
$113.13 - $127.79 $91.3K - $103K
18.9K $2.14M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
71
+ 0.15%
$16.76 - $17.69 $1.19K - $1.26K
45.9K $769K
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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