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
GRMN
Garmin LTD

Technology
115
+ 1.95%
$173.63 - $218.07 $20K - $25.1K
6K $1.25M
KAI
Kadant Inc

Industrials
22
+ 1.26%
$286.24 - $350.17 $6.3K - $7.7K
1.77K $560K
WY
Weyerhaeuser CO

Real Estate
1.21K
+ 7.31%
$24.69 - $29.48 $29.9K - $35.7K
17.8K $456K
DSL
Double Line Income Solutions Fund

Financial Services
2.9K
+ 1.67%
$11.15 - $12.57 $32.3K - $36.4K
177K $2.16M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
965
+ 1.53%
$9.14 - $9.99 $8.82K - $9.64K
64K $604K
EXPD
Expeditors International Of Washington Inc

Industrials
182
+ 2.12%
$102.84 - $122.24 $18.7K - $22.2K
8.79K $1M
MPW
Medical Properties Trust Inc

Real Estate
1.77K
+ 7.94%
$4.31 - $5.91 $7.61K - $10.4K
24K $103K
ED
Consolidated Edison Inc

Utilities
1.51K
+ 8.39%
$98.05 - $113.3 $148K - $171K
19.5K $1.96M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.55K
+ 2.43%
$13.74 - $15.66 $35.1K - $40K
108K $1.6M
WEN
Wendy'S CO

Consumer Cyclical
254
+ 2.2%
$11.11 - $14.72 $2.82K - $3.74K
11.8K $134K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
28
+ 0.08%
$22.9 - $26.78 $641 - $750
35.3K $883K
LNT
Alliant Energy Corp

Utilities
687
+ 3.39%
$58.79 - $64.85 $40.4K - $44.6K
21K $1.27M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
159
+ 2.55%
$41.37 - $53.28 $6.58K - $8.47K
6.4K $286K
CROX
Crocs, Inc.

Consumer Cyclical
120
+ 1.13%
$88.67 - $120.26 $10.6K - $14.4K
10.7K $1.08M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
199
+ 0.25%
$9.75 - $10.96 $1.94K - $2.18K
79.5K $823K
LX
Lexin Fintech Holdings Ltd.

Financial Services
1.46K
+ 8.04%
$6.57 - $10.4 $9.6K - $15.2K
19.6K $141K
PEY
Invesco Exchange Traded Fd Tr

ETFs
180
+ 0.4%
$18.68 - $21.54 $3.36K - $3.88K
44.6K $910K
NFE
New Fortress Energy Inc.

Utilities
1.04K
+ 10.71%
$2.04 - $8.57 $2.13K - $8.95K
10.8K $35K
BMA
Macro Bank Inc.

Financial Services
13
+ 0.14%
$64.88 - $96.54 $843 - $1.26K
9.33K $655K
FXN
First Tr Exchange Traded Fd Fi

ETFs
489
+ 1.15%
$12.88 - $16.75 $6.3K - $8.19K
43K $652K
ONTO
Onto Innovation Inc.

Technology
297
+ 7.21%
$88.5 - $133.37 $26.3K - $39.6K
4.42K $445K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.9K
+ 2.96%
$38.81 - $44.28 $113K - $129K
101K $4.28M
LPX
Louisiana Pacific Corp

Industrials
10
+ 0.1%
$81.16 - $95.48 $812 - $955
10.2K $873K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
65.1K
+ 1473.77%
$87.84 - $1441.89 $5.72M - $93.8M
69.5K $6.26M
PAGP
Plains Gp Holdings LP

Energy
4.69K
+ 5.91%
$17.24 - $21.61 $80.9K - $101K
84.1K $1.63M
JD
Jd.Com, Inc.

Consumer Cyclical
12.1K
+ 22.44%
$31.44 - $41.32 $379K - $498K
65.8K $2.15M
CHX
Champion X Corp

Energy
399
+ 2.63%
$22.52 - $30.02 $8.99K - $12K
15.6K $387K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
2.82K
+ 1.39%
$10.23 - $11.0 $28.9K - $31K
206K $2.16M
FLO
Flowers Foods Inc

Consumer Defensive
15
+ 0.06%
$15.86 - $19.21 $238 - $288
23.9K $381K
DVY
Ishares Tr

ETFs
326
+ 0.42%
$118.37 - $134.86 $38.6K - $44K
77.9K $10.3M
CTRA
Coterra Energy Inc.

Energy
62
+ 0.29%
$22.6 - $29.07 $1.4K - $1.8K
21.8K $552K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
539
+ 3.02%
$21.02 - $26.3 $11.3K - $14.2K
18.4K $387K
XEL
Xcel Energy Inc

Utilities
1.37K
+ 2.11%
$65.65 - $72.39 $90.2K - $99.5K
66.5K $4.53M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
7.61K
+ 7.3%
$28.81 - $34.65 $219K - $264K
112K $3.42M
ACGL
Arch Capital Group Ltd.

Financial Services
281
+ 1.07%
$84.99 - $96.82 $23.9K - $27.2K
26.4K $2.41M
YUM
Yum Brands Inc

Consumer Cyclical
65
+ 0.43%
$138.36 - $161.45 $8.99K - $10.5K
15.1K $2.23M
ACN
Accenture PLC

Technology
2.52K
+ 3.74%
$279.23 - $323.21 $704K - $815K
69.9K $20.9M
CNC
Centene Corp

Healthcare
2.58K
+ 6.09%
$53.4 - $64.29 $138K - $166K
44.9K $2.44M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
30.3K
+ 1065.97%
$105.72 - $1416.0 $3.2M - $42.9M
33.1K $3.7M
EOG
Eog Resources Inc

Energy
444
+ 1.99%
$104.61 - $129.97 $46.4K - $57.7K
22.8K $2.72M
PAYX
Paychex Inc

Industrials
1.29K
+ 3.24%
$137.01 - $159.78 $177K - $206K
41.1K $5.98M
BKR
Baker Hughes CO

Energy
1.77K
+ 3.96%
$35.0 - $44.92 $61.9K - $79.4K
46.4K $1.78M
FENY
Fidelity Covington Tr Msci Ene

ETFs
5.4K
+ 3.55%
$20.83 - $25.75 $113K - $139K
158K $3.7M
IQV
Iqvia Holdings Inc.

Healthcare
1.16K
+ 5.35%
$137.0 - $174.37 $158K - $201K
22.7K $3.58M
CB
Chubb LTD

Financial Services
1.78K
+ 2.87%
$274.32 - $302.46 $488K - $538K
63.7K $18.4M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.26K
+ 1.11%
$44.37 - $50.04 $55.9K - $63.1K
115K $5.48M
VZ
Verizon Communications Inc

Communication Services
22.7K
+ 3.85%
$41.67 - $45.62 $947K - $1.04M
613K $26.5M
KMX
Carmax Inc

Consumer Cyclical
1.99K
+ 5.51%
$62.27 - $82.77 $124K - $164K
38.1K $2.56M
DUK
Duke Energy Corp

Utilities
3.25K
+ 2.02%
$112.46 - $124.05 $365K - $403K
164K $19.3M
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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