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
HBI
Hanesbrands Inc.

Consumer Cyclical
2.91K
+ 6.22%
$5.76 - $8.6 $16.8K - $25.1K
49.7K $286K
IYC
Ishares U.S. Consumer Discreti

ETFs
125
+ 0.91%
$85.71 - $101.2 $10.7K - $12.7K
13.8K $1.22M
COIN
Coinbase Global, Inc.

Technology
3.47K
+ 37.62%
$172.23 - $301.3 $597K - $1.04M
12.7K $2.18M
HUBS
Hubspot Inc

Technology
618
+ 16.91%
$571.29 - $819.71 $353K - $507K
4.27K $2.44M
DNN
Denison Mines Corp.

Energy
4.23K
+ 1.89%
$1.3 - $2.1 $5.49K - $8.87K
228K $296K
IJK
Ishares S&P Midcap 400 Growth

ETFs
218
+ 1.3%
$81.62 - $96.63 $17.8K - $21.1K
17K $1.41M
MBLY
Mobileye Global Inc.
3.02K
+ 10.7%
$14.24 - $21.85 $43K - $66K
31.2K $449K
LII
Lennox International Inc

Industrials
115
+ 3.02%
$553.05 - $666.93 $63.6K - $76.7K
3.92K $2.2M
CHY
Calamos Convertible & High Income Fund

Financial Services
10.5K
+ 9.44%
$10.1 - $12.0 $106K - $126K
121K $1.23M
KMX
Carmax Inc

Consumer Cyclical
217
+ 0.61%
$69.25 - $89.19 $15K - $19.4K
36.1K $2.81M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
927
+ 5.24%
$93.57 - $120.35 $86.7K - $112K
18.6K $1.78M
FDS
Factset Research Systems Inc

Financial Services
17
+ 0.32%
$427.5 - $476.51 $7.27K - $8.1K
5.39K $2.45M
HBCP
Home Bancorp, Inc.

Financial Services
370
+ 0.33%
$42.32 - $52.49 $15.7K - $19.4K
112K $5.01M
PRN
Invesco Dwa Industrials Moment

ETFs
1.37K
+ 6.51%
$134.74 - $169.56 $185K - $233K
22.5K $3.1M
R
Ryder System Inc

Industrials
1.04K
+ 4.52%
$136.38 - $170.92 $142K - $178K
24.1K $3.47M
SMG
Scotts Miracle Gro CO

Basic Materials
2.08K
+ 8.22%
$54.76 - $77.7 $114K - $161K
27.3K $1.5M
IWV
Ishares Russell 3000 ETF

ETFs
146
+ 1.08%
$313.1 - $349.83 $45.7K - $51.1K
13.7K $4.36M
QTEC
First Trust Nasdaq 100 Technol

ETFs
9.27K
+ 7.62%
$173.56 - $210.67 $1.61M - $1.95M
131K $22.7M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
921
+ 1.1%
$70.83 - $76.62 $65.2K - $70.6K
84.8K $6.02M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.49K
+ 4.18%
$81.1 - $94.7 $121K - $141K
37.2K $3.01M
RYLD
Global X Fds Russell 2000 Cove

ETFs
417
+ 0.25%
$14.93 - $16.85 $6.23K - $7.03K
169K $2.56M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.3K
+ 1.26%
$32.57 - $35.82 $367K - $404K
906K $30M
PRU
Prudential Financial Inc

Financial Services
41
+ 0.13%
$105.04 - $122.33 $4.31K - $5.02K
32.4K $3.62M
POWL
Powell Industries Inc

Industrials
461
+ 7.88%
$155.56 - $311.38 $71.7K - $144K
6.31K $1.07M
XPO
Xpo Logistics, Inc.

Industrials
355
+ 3.21%
$106.12 - $148.16 $37.7K - $52.6K
11.4K $1.23M
TTD
Trade Desk, Inc.

Technology
18.3K
+ 91.84%
$53.59 - $126.58 $979K - $2.31M
38.2K $2.09M
NXE
Nex Gen Energy Ltd.

Energy
10.3K
+ 7.27%
$4.49 - $7.49 $46.1K - $76.9K
151K $679K
SOFI
So Fi Technologies, Inc.

Financial Services
31.4K
+ 19.12%
$11.18 - $18.03 $351K - $565K
195K $2.27M
URA
Global X Uranium ETF

ETFs
8.27K
+ 6.75%
$22.92 - $30.98 $190K - $256K
131K $3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
186
+ 5.08%
$283.06 - $421.16 $52.6K - $78.3K
3.85K $1.09M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.47K
+ 3.05%
$62.43 - $84.12 $91.9K - $124K
49.8K $3.24M
DEO
Diageo PLC

Consumer Defensive
634
+ 3.34%
$104.79 - $126.12 $66.4K - $80K
19.6K $2.06M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
978
+ 2.37%
$126.86 - $146.45 $124K - $143K
42.3K $5.37M
SOUN
Soundhound Ai, Inc.

Technology
4.69K
+ 12.91%
$8.12 - $20.62 $38.1K - $96.7K
41K $333K
DIS
Walt Disney CO

Communication Services
12.1K
+ 9.66%
$96.87 - $114.0 $1.18M - $1.38M
138K $13.6M
EME
Emcor Group, Inc.

Industrials
1.74K
+ 13.85%
$361.16 - $535.99 $630K - $935K
14.3K $5.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
28.2K
+ 9.71%
$92.71 - $107.38 $2.62M - $3.03M
319K $29.6M
UAL
United Airlines Holdings, Inc.

Industrials
45
+ 0.29%
$69.05 - $110.52 $3.11K - $4.97K
15.7K $1.08M
CLF
Cleveland Cliffs Inc.

Basic Materials
18K
+ 3.58%
$8.22 - $12.02 $148K - $216K
521K $4.28M
DAL
Delta Air Lines, Inc.

Industrials
3.89K
+ 10.66%
$43.6 - $69.06 $170K - $269K
40.4K $1.76M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
61
+ 0.39%
$333.37 - $384.99 $20.3K - $23.5K
15.6K $5.21M
PWR
Quanta Services, Inc.

Industrials
1.74K
+ 11.67%
$236.71 - $358.03 $411K - $622K
16.6K $4.22M
BBY
Best Buy CO Inc

Consumer Cyclical
4.08K
+ 6.29%
$70.3 - $91.1 $287K - $372K
68.9K $5.07M
EIX
Edison International

Utilities
13.6K
+ 21.99%
$50.06 - $80.01 $680K - $1.09M
75.4K $4.44M
DFAS
Dimensional ETF Tr U S Small C

ETFs
101
+ 0.09%
$58.81 - $68.2 $5.94K - $6.89K
114K $6.79M
AAON
Aaon, Inc.

Industrials
294
+ 1.84%
$73.52 - $136.95 $21.6K - $40.3K
16.3K $1.27M
MSI
Motorola Solutions, Inc.

Technology
219
+ 0.74%
$411.73 - $482.1 $90.2K - $106K
30K $13.1M
IGV
Ishares Expanded Tech Software

ETFs
4.57K
+ 4.87%
$88.3 - $107.83 $403K - $493K
98.3K $8.75M
AMP
Ameriprise Financial Inc

Financial Services
48
+ 0.35%
$472.29 - $575.13 $22.7K - $27.6K
13.7K $6.65M
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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