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
CFR
Cullen/Frost Bankers, Inc.

Financial Services
14
+ 0.5%
$119.87 - $145.05 $1.68K - $2.03K
2.81K $351K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.2K
+ 4.64%
$75.92 - $84.67 $243K - $271K
72K $5.54M
VKTX
Viking Therapeutics, Inc.

Healthcare
269
+ 13.01%
$24.15 - $42.89 $6.5K - $11.5K
2.34K $56K
BTU
Peabody Energy Corp

Energy
10.4K
+ 45.3%
$12.48 - $20.86 $130K - $217K
33.4K $452K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
934
+ 0.65%
$25.12 - $26.05 $23.5K - $24.3K
145K $3.66M
BITO
Proshares Tr Bitcoin Strategy

ETFs
25.1K
+ 22.92%
$17.57 - $25.81 $440K - $647K
134K $2.46M
DFAU
Dimensional ETF Tr

ETFs
2.03K
+ 3.83%
$37.84 - $42.29 $76.9K - $86K
55.1K $2.12M
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
67
+ 0.13%
$9.08 - $10.12 $608 - $678
52.1K $472K
XAR
Spdr S&P Aerospace & Defense E

ETFs
67
+ 0.82%
$157.71 - $180.77 $10.6K - $12.1K
8.26K $1.33M
TDC
Teradata Corp

Technology
2.05K
+ 22.65%
$21.95 - $32.78 $45K - $67.1K
11.1K $249K
FNGS
Bank Of Montreal

ETFs
510
+ 6.25%
$49.78 - $61.24 $25.4K - $31.2K
8.67K $432K
RVT
Royce Value Trust, Inc.

Financial Services
2.92K
+ 5.79%
$14.07 - $16.68 $41.1K - $48.7K
53.3K $759K
IR
Ingersoll Rand Inc.

Industrials
282
+ 4.79%
$79.44 - $94.23 $22.4K - $26.6K
6.17K $493K
PSCC
Invesco S&P Smallcap Consumer

ETFs
2.31K
+ 5.5%
$34.35 - $38.58 $79.2K - $88.9K
44.2K $1.55M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21K
+ 4.93%
$21.23 - $23.75 $447K - $500K
448K $9.65M
DD
Du Pont De Nemours, Inc.

Basic Materials
70
+ 0.21%
$72.7 - $84.32 $5.09K - $5.9K
33.2K $2.48M
RF
Regions Financial Corp

Financial Services
6.61K
+ 6.2%
$20.84 - $24.77 $138K - $164K
113K $2.46M
GNRC
Generac Holdings Inc.

Industrials
142
+ 6.18%
$126.65 - $164.06 $18K - $23.3K
2.44K $308K
NFE
New Fortress Energy Inc.

Utilities
1.2K
+ 14.06%
$8.31 - $16.3 $9.99K - $19.6K
9.75K $81K
IWR
Ishares Russell Mid Cap ETF

ETFs
6.3K
+ 3.58%
$82.81 - $92.93 $522K - $586K
183K $15.5M
SKYT
Sky Water Technology, Inc

Technology
235
+ 2.99%
$7.06 - $15.69 $1.66K - $3.69K
8.1K $57K
EXPE
Expedia Group, Inc.

Consumer Cyclical
259
+ 4.98%
$157.11 - $206.52 $40.7K - $53.5K
5.46K $916K
KEY
Keycorp

Financial Services
3.37K
+ 3.65%
$15.15 - $18.3 $51.1K - $61.7K
95.7K $1.53M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
312
+ 1.59%
$17.74 - $22.07 $5.53K - $6.89K
19.9K $353K
FPX
First Trust Us Equity Opportun

ETFs
110
+ 1.27%
$106.21 - $143.53 $11.7K - $15.8K
8.75K $977K
RY
Royal Bank Of Canada

Financial Services
21
+ 0.28%
$108.81 - $123.4 $2.29K - $2.59K
7.47K $841K
SYF
Synchrony Financial

Financial Services
679
+ 8.91%
$51.9 - $70.63 $35.2K - $48K
8.3K $439K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
1.59K
+ 1.84%
$26.65 - $32.61 $42.3K - $51.7K
88K $2.38M
URI
United Rentals, Inc.

Industrials
240
+ 8.89%
$594.17 - $789.56 $143K - $189K
2.94K $1.84M
FITB
Fifth Third Bancorp

Financial Services
1.72K
+ 4.13%
$37.48 - $44.96 $64.6K - $77.5K
43.5K $1.7M
FBNC
First Bancorp

Financial Services
17
+ 0.1%
$38.72 - $45.94 $658 - $781
16.3K $652K
VMC
Vulcan Materials CO

Basic Materials
163
+ 3.88%
$220.9 - $277.54 $36K - $45.2K
4.36K $1.02M
ENVX
Enovix Corp

Industrials
2.48K
+ 10.43%
$7.21 - $14.33 $17.9K - $35.6K
26.3K $192K
MDU
Mdu Resources Group Inc

Industrials
187
+ 0.3%
$16.45 - $18.61 $3.08K - $3.48K
62.3K $1.05M
UBSI
United Bankshares Inc

Financial Services
1.3K
+ 3.33%
$34.03 - $39.27 $44.2K - $51K
40.3K $1.4M
TM
Toyota Motor Corp

Consumer Cyclical
493
+ 5.72%
$176.53 - $195.35 $87K - $96.3K
9.12K $1.61M
GEVO
Gevo, Inc.

Basic Materials
3.35K
+ 4.17%
$1.14 - $2.85 $3.82K - $9.55K
83.7K $97K
JPSE
J P Morgan Diversified Return

ETFs
153
+ 0.66%
$42.78 - $48.51 $6.55K - $7.42K
23.3K $1.01M
FSLR
First Solar, Inc.

Technology
3.26K
+ 33.46%
$126.34 - $197.73 $411K - $644K
13K $1.64M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 6.69%
$40.15 - $47.73 $84.4K - $100K
33.6K $1.37M
WULF
Terawulf Inc.

Financial Services
2.54K
+ 9.25%
$2.73 - $6.82 $6.94K - $17.3K
30K $81K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
6
+ 0.21%
$186.55 - $250.04 $1.12K - $1.5K
2.83K $569K
NXPI
Nxp Semiconductors N.V.

Technology
234
+ 3.45%
$189.99 - $245.86 $44.5K - $57.5K
7.02K $1.33M
ACHR
Archer Aviation Inc.

Industrials
1.74K
+ 5.11%
$6.8 - $11.51 $11.8K - $20K
35.7K $254K
ISCG
Ishares Morningstar Small Cap

ETFs
42
+ 0.22%
$44.44 - $52.05 $1.87K - $2.19K
18.7K $843K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
3
+ 0.01%
$25.75 - $30.48 $77.3 - $91.4
35.3K $919K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.58K
+ 4.23%
$23.71 - $27.77 $37.5K - $43.9K
39K $926K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.34K
+ 2.56%
$50.25 - $55.9 $168K - $187K
134K $6.88M
WCC
Wesco International Inc

Industrials
126
+ 2.91%
$155.3 - $199.95 $19.6K - $25.2K
4.46K $692K
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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