New Edge Advisors, LLC Purchases in Q2 2025

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
10
+ 0.43%
$47.13 - $52.52 $471 - $525
2.36K $119K
LCNB
Lcnb Corp

Financial Services
120
+ 0.86%
$13.64 - $15.65 $1.64K - $1.88K
14.1K $204K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
115
+ 0.24%
$6.87 - $7.76 $790 - $892
47.1K $356K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
7
+ 0.05%
$9.43 - $10.29 $66 - $72
13K $131K
PCH
Potlatchdeltic Corp

Real Estate
1
+ 0.27%
$37.16 - $44.86 $37.2 - $44.9
377 $14K
PB
Prosperity Bancshares Inc

Financial Services
81
+ 1.11%
$63.76 - $73.75 $5.16K - $5.97K
7.38K $518K
WOLF
Wolfspeed, Inc.

Technology
229
+ 31.81%
$0.4 - $4.46 $91.6 - $1.02K
949 $0
HPF
John Hancock Preferred Income Fund Ii

Financial Services
770
+ 3.97%
$15.08 - $16.68 $11.6K - $12.8K
20.2K $319K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
100
+ 16.67%
$2.33 - $8.01 $233 - $801
700 $1K
SUI
Sun Communities Inc

Real Estate
2
+ 0.13%
$114.62 - $132.25 $229 - $265
1.53K $193K
WU
Western Union CO

Financial Services
74
+ 5.19%
$8.37 - $10.63 $619 - $787
1.5K $12K
HRTX
Heron Therapeutics, Inc.

Healthcare
19
+ 0.07%
$1.72 - $2.42 $32.7 - $46
26.6K $54K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
15
+ 0.19%
$41.42 - $46.68 $621 - $700
7.84K $357K
MAS
Masco Corp

Industrials
417
+ 6.92%
$58.73 - $71.06 $24.5K - $29.6K
6.44K $414K
NSA
National Storage Affiliates Trust

Real Estate
2
+ 0.39%
$31.82 - $39.04 $63.6 - $78.1
517 $16K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
567
+ 4.71%
$18.94 - $22.97 $10.7K - $13K
12.6K $269K
IEO
Ishares Tr

ETFs
23
+ 1.77%
$74.87 - $95.92 $1.72K - $2.21K
1.32K $117K
PMF
Pimco Municipal Income Fund

Financial Services
109
+ 1.52%
$7.76 - $8.98 $846 - $979
7.29K $58K
PMM
Putnam Managed Municipal Income Trust

Financial Services
12
+ 0.03%
$5.75 - $6.19 $69 - $74.3
34.4K $205K
RIG
Transocean Ltd.

Energy
12.1K
+ 19.29%
$2.13 - $3.32 $25.7K - $40.1K
74.8K $193K
UHS
Universal Health Services Inc

Healthcare
72
+ 2.7%
$157.05 - $197.94 $11.3K - $14.3K
2.74K $495K
XNET
Xunlei LTD

Communication Services
604
+ 3.28%
$3.02 - $6.57 $1.82K - $3.97K
19K $77K
OLN
Olin Corp

Basic Materials
1
+ 0.06%
$17.96 - $24.7 $18 - $24.7
1.6K $32K
EVTC
Evertec, Inc.

Technology
114
+ 0.87%
$31.89 - $38.37 $3.64K - $4.37K
13.3K $478K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
500
+ 12.12%
$1.66 - $3.61 $830 - $1.81K
4.63K $7K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
104
+ 0.59%
$11.45 - $12.35 $1.19K - $1.28K
17.6K $205K
TRIN
Trinity Capital Inc.

Financial Services
283
+ 2.84%
$13.53 - $15.52 $3.83K - $4.39K
10.2K $144K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
91
+ 0.54%
$20.85 - $24.04 $1.9K - $2.19K
16.8K $392K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
1.22K
+ 2.48%
$9.83 - $10.92 $12K - $13.3K
50.3K $523K
CODI
Compass Diversified Holdings

Industrials
9
+ 1.44%
$6.0 - $18.81 $54 - $169
636 $3K
ENTG
Entegris Inc

Technology
2
+ 0.15%
$62.92 - $86.2 $126 - $172
1.3K $105K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
1
+ 0.02%
$51.58 - $56.65 $51.6 - $56.7
5.73K $315K
MFM
Mfs Municipal Income Trust

Financial Services
133
+ 0.17%
$4.98 - $5.37 $662 - $714
77.2K $399K
UNP
Union Pacific Corp

Industrials
2.34K
+ 2.63%
$208.27 - $238.46 $487K - $557K
91.1K $21M
SPH
Suburban Propane Partners LP

Utilities
30
+ 0.62%
$17.75 - $21.62 $533 - $649
4.84K $89K
UPLD
Upland Software, Inc.

Technology
222
+ 1.86%
$1.73 - $2.97 $384 - $659
12.2K $23K
DFAR
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.02%
$20.99 - $23.93 $231 - $263
47.7K $1.12M
KHC
Kraft Heinz CO

Consumer Defensive
7.31K
+ 16.64%
$25.61 - $30.81 $187K - $225K
51.2K $1.32M
VIRC
Virco Mfg Corporation

Consumer Cyclical
10
+ 0.1%
$7.89 - $10.42 $78.9 - $104
10.5K $83K
VKQ
Invesco Municipal Trust

Financial Services
574
+ 1.27%
$9.02 - $9.76 $5.18K - $5.6K
45.7K $417K
SM
Sm Energy CO

Energy
28
+ 0.86%
$20.39 - $30.52 $571 - $855
3.28K $80K
HQH
Tekla Healthcare Investors

Financial Services
897
+ 2.07%
$14.14 - $16.32 $12.7K - $14.6K
44.1K $683K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
592
+ 18.85%
$67.83 - $92.33 $40.2K - $54.7K
3.73K $271K
RYN
Rayonier Inc

Real Estate
11
+ 0.33%
$22.12 - $28.02 $243 - $308
3.39K $75K
AIZ
Assurant, Inc.

Financial Services
190
+ 3.96%
$179.73 - $211.56 $34.1K - $40.2K
4.99K $985K
PBA
Pembina Pipeline Corp

Energy
38
+ 0.38%
$35.16 - $40.88 $1.34K - $1.55K
9.98K $374K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.32K
+ 167.07%
$50.53 - $212.53 $117K - $493K
3.71K $205K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
51
+ 0.18%
$42.44 - $49.08 $2.16K - $2.5K
28.3K $1.35M
ELMD
Electromed, Inc.

Healthcare
384
+ 2.14%
$19.34 - $24.19 $7.43K - $9.29K
18.3K $403K
Activity Summary
Buys All Purchases 1917 New Holdings 266 Increased Positions 1651 Sells All Sells 1237 Reductions 1236 Sold out 1 Options Calls 0 Puts 0
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