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
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
45.6K
+ 21.58%
$25.34 - $26.96 $1.16M - $1.23M
257K $6.8M
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.97K
+ 12.12%
$106.31 - $123.73 $635K - $739K
55.3K $6.84M
FMC
Fmc Corp

Basic Materials
36.6K
+ 229.13%
$34.54 - $56.38 $1.27M - $2.07M
52.6K $2.22M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
55.2K
+ 14.92%
$25.08 - $25.39 $1.38M - $1.4M
425K $10.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
27.2K
+ 11.56%
$50.72 - $50.92 $1.38M - $1.38M
262K $13.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
10.6K
+ 8.59%
$97.38 - $104.52 $1.03M - $1.1M
133K $13.6M
CDE
Coeur Mining, Inc.

Basic Materials
236K
+ 4726860.0%
$5.02 - $7.29 $1.19M - $1.72M
236K $1.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
261
+ 6.28%
$1187.71 - $1432.58 $310K - $374K
4.42K $6.32M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.3K
+ 2.43%
$37.07 - $40.63 $642K - $704K
731K $28.8M
RSG
Republic Services, Inc.

Industrials
1.04K
+ 3.77%
$200.09 - $242.16 $208K - $252K
28.6K $6.94M
ENB
Enbridge Inc

Energy
15.7K
+ 4.34%
$41.54 - $45.45 $650K - $712K
377K $16.7M
DOW
Dow Inc.

Basic Materials
54.7K
+ 52.88%
$34.36 - $41.92 $1.88M - $2.29M
158K $5.52M
EUSB
Ishares Tr Esg Advanced Total

Technology
31.2K
New
$42.05 - $43.43 $1.31M - $1.35M
31.2K $1.35M
KBH
Kb Home

Consumer Cyclical
27.9K
+ 76.15%
$57.73 - $70.05 $1.61M - $1.96M
64.6K $3.76M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
21.3K
+ 20.49%
$62.72 - $71.92 $1.34M - $1.54M
126K $7.91M
KKR
Kkr & Co. Inc.

Financial Services
26.8K
+ 47.98%
$108.17 - $167.07 $2.9M - $4.48M
82.6K $9.55M
JBBB
Janus Detroit Str Tr Henderson

ETFs
26.8K
+ 75.52%
$48.34 - $49.66 $1.3M - $1.33M
62.4K $3.04M
EXC
Exelon Corp

Utilities
20.7K
+ 52.95%
$37.3 - $46.08 $772K - $953K
59.8K $2.75M
HII
Huntington Ingalls Industries, Inc.

Industrials
6.08K
+ 221.85%
$159.75 - $208.61 $972K - $1.27M
8.83K $1.8M
CEG
Constellation Energy Corp

Utilities
10.7K
+ 28.29%
$201.63 - $347.44 $2.15M - $3.71M
48.4K $9.75M
FLCH
Franklin Templeton ETF Tr

ETFs
34.7K
+ 19.74%
$17.31 - $22.91 $600K - $794K
210K $4.49M
LOW
Lowes Companies Inc

Consumer Cyclical
10K
+ 12.65%
$222.66 - $268.42 $2.23M - $2.69M
89.1K $20.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
49.3K
+ 13.95%
$24.5 - $24.95 $1.21M - $1.23M
403K $9.97M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
57.1K
+ 47.31%
$9.49 - $14.83 $542K - $847K
178K $2.42M
EMHC
Spdr Bloomberg Emerging Market
50.7K
+ 86.55%
$23.72 - $24.56 $1.2M - $1.24M
109K $2.64M
USXF
Ishares Esg Advanced Msci Usa

Technology
27.1K
+ 324.26%
$46.38 - $52.65 $1.26M - $1.43M
35.5K $1.66M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
37K
+ 15.32%
$49.85 - $56.22 $1.85M - $2.08M
279K $14.2M
NDAQ
Nasdaq, Inc.

Financial Services
16.5K
+ 113.29%
$72.17 - $83.76 $1.19M - $1.39M
31.1K $2.36M
NVO
Novo Nordisk A S

Healthcare
97.4K
+ 29.07%
$69.3 - $90.95 $6.75M - $8.86M
432K $30M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
27.4K
+ 12.98%
$47.47 - $48.84 $1.3M - $1.34M
238K $11.4M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
57.2K
+ 2821.72%
$21.04 - $21.64 $1.2M - $1.24M
59.2K $1.25M
TRGP
Targa Resources Corp.

Energy
4.61K
+ 36.65%
$178.44 - $217.22 $823K - $1M
17.2K $3.45M
VO
Vanguard Mid Cap ETF

ETFs
10.3K
+ 3.87%
$251.87 - $277.95 $2.59M - $2.86M
276K $71.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
36.7K
+ 28.49%
$45.72 - $51.73 $1.68M - $1.9M
166K $7.62M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11.2K
+ 6.46%
$73.78 - $76.59 $828K - $860K
185K $14.2M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
21.3K
+ 150.99%
$51.6 - $53.93 $1.1M - $1.15M
35.3K $1.91M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
21K
+ 7.84%
$48.31 - $49.23 $1.02M - $1.04M
289K $14.2M
KMB
Kimberly Clark Corp

Consumer Defensive
5.41K
+ 15.99%
$124.46 - $147.4 $673K - $797K
39.2K $5.58M
SWKS
Skyworks Solutions, Inc.

Technology
22K
+ 188.19%
$64.12 - $93.96 $1.41M - $2.07M
33.7K $2.18M
OSCR
Oscar Health, Inc.

Healthcare
88.9K
+ 89.74%
$12.83 - $17.3 $1.14M - $1.54M
188K $2.47M
NUDM
Nuveen Esg International Devel

ETFs
33.8K
+ 150.36%
$29.75 - $33.12 $1.01M - $1.12M
56.3K $1.79M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
23.7K
+ 13.2%
$38.99 - $40.37 $923K - $956K
203K $8.18M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
12.9K
+ 11.97%
$73.11 - $77.43 $946K - $1M
121K $9.19M
ASTS
Ast Space Mobile, Inc.

Communication Services
45.7K
+ 133.9%
$17.72 - $33.8 $810K - $1.54M
79.8K $1.82M
PAVE
Global X Fds Us Infrastructure

ETFs
35.3K
+ 39.05%
$37.31 - $43.82 $1.32M - $1.55M
126K $4.74M
MU
Micron Technology Inc

Technology
10.2K
+ 13.95%
$86.89 - $109.38 $883K - $1.11M
83K $7.21M
PSX
Phillips 66

Energy
2.66K
+ 3.37%
$113.93 - $131.55 $303K - $350K
81.5K $10.1M
ACGL
Arch Capital Group Ltd.

Financial Services
10.5K
+ 67.39%
$88.13 - $96.94 $928K - $1.02M
26.2K $2.52M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
23.9K
+ 7.41%
$39.61 - $42.65 $947K - $1.02M
346K $14.1M
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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