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
GD
General Dynamics Corp

Industrials
1.09K
+ 3.32%
$241.94 - $272.58 $265K - $298K
34.1K $9.29M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
9.41K
+ 17.42%
$48.13 - $51.78 $453K - $487K
63.5K $3.23M
TPYP
Managed Portfolio Ser Tortoise

ETFs
16.4K
+ 16369.0%
$34.32 - $37.26 $562K - $610K
16.5K $598K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
8.45K
+ 113.38%
$66.3 - $74.17 $560K - $627K
15.9K $1.11M
IYF
Ishares Tr

ETFs
4.45K
+ 11.41%
$107.69 - $119.37 $479K - $531K
43.4K $4.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.31K
+ 8.55%
$142.8 - $176.36 $187K - $231K
16.6K $2.86M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
25K
+ 5.33%
$22.25 - $23.0 $557K - $576K
495K $11.4M
AMPL
Amplitude, Inc.

Technology
57K
New
$10.19 - $14.44 $580K - $822K
57K $580K
INCY
Incyte Corp

Healthcare
9.91K
+ 369.34%
$60.0 - $75.26 $595K - $746K
12.6K $762K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
12K
+ 111.47%
$46.18 - $47.84 $553K - $573K
22.7K $1.08M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
18.7K
+ 784.35%
$29.02 - $34.76 $542K - $650K
21.1K $640K
BSCU
Invesco Exc Self Ind Tr

ETFs
33.2K
+ 56.36%
$16.2 - $16.64 $537K - $552K
92.1K $1.53M
VFMV
Vanguard Wellington Fd

ETFs
1.09K
+ 1.59%
$119.38 - $128.27 $130K - $139K
69.5K $8.81M
CELH
Celsius Holdings, Inc.

Consumer Defensive
13.2K
+ 131.5%
$21.28 - $35.62 $280K - $469K
23.2K $825K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
6.81K
New
$79.96 - $87.71 $545K - $598K
6.81K $559K
IYT
Ishares Tr U.S. Transportation

ETFs
8.82K
+ 233.93%
$63.37 - $73.39 $559K - $647K
12.6K $806K
PMAR
Innovator U.S. Equity Power Bu

ETFs
14.1K
+ 34.17%
$39.51 - $41.0 $556K - $577K
55.3K $2.21M
ORI
Old Republic International Corp

Financial Services
13.2K
+ 121.94%
$33.46 - $39.22 $442K - $519K
24.1K $943K
MINO
Pimco ETF Tr Municipal Income

ETFs
13.2K
+ 10.82%
$44.44 - $45.83 $588K - $606K
136K $6.06M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.7K
+ 3.71%
$51.26 - $52.53 $602K - $617K
328K $16.9M
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.89K
+ 9.46%
$83.18 - $89.27 $656K - $704K
91.2K $7.63M
NWSA
News Corp

Communication Services
21.1K
+ 23.07%
$26.29 - $30.49 $554K - $642K
112K $3.06M
TOST
Toast, Inc.

Technology
16.4K
+ 1555.46%
$32.61 - $41.98 $534K - $688K
17.4K $578K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
224
+ 8.57%
$1227.6 - $1458.46 $275K - $327K
2.84K $3.83M
BR
Broadridge Financial Solutions, Inc.

Technology
937
+ 4.96%
$221.46 - $244.83 $208K - $229K
19.8K $4.81M
JCI
Johnson Controls International PLC

Industrials
4.82K
+ 3.8%
$76.12 - $90.6 $367K - $437K
132K $10.5M
OKTA
Okta, Inc.

Technology
4.95K
+ 853.45%
$78.83 - $116.72 $390K - $578K
5.53K $581K
SRE
Sempra Energy

Utilities
12.4K
+ 57.34%
$67.85 - $87.67 $844K - $1.09M
34.1K $2.44M
AMZA
Etfis Ser Tr I

ETFs
5.06K
+ 8.26%
$43.54 - $48.7 $220K - $247K
66.4K $3.15M
BMI
Badger Meter Inc

Technology
2.89K
+ 327.95%
$189.49 - $221.51 $547K - $639K
3.77K $716K
ATO
Atmos Energy Corp

Utilities
2.7K
+ 38.01%
$136.51 - $154.58 $369K - $418K
9.82K $1.52M
MCHP
Microchip Technology Inc

Technology
15.5K
+ 61.91%
$48.41 - $64.3 $750K - $996K
40.5K $1.96M
JNPR
Juniper Networks Inc

Technology
14.6K
+ 5255.23%
$34.38 - $39.03 $500K - $568K
14.8K $536K
COF
Capital One Financial Corp

Financial Services
2.88K
+ 28.18%
$163.87 - $209.82 $471K - $603K
13.1K $2.34M
NI
Nisource Inc.

Utilities
11.5K
+ 60.14%
$35.57 - $41.23 $407K - $472K
30.5K $1.22M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
46.4K
+ 46.51%
$11.4 - $11.96 $529K - $555K
146K $1.68M
CORT
Corcept Therapeutics Inc

Healthcare
4.54K
New
$49.85 - $114.22 $226K - $518K
4.54K $518K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
36.6K
+ 159.48%
$13.05 - $13.97 $478K - $512K
59.6K $812K
BRO
Brown & Brown, Inc.

Financial Services
846
+ 4.67%
$100.54 - $124.4 $85.1K - $105K
19K $2.36M
EOG
Eog Resources Inc

Energy
3.13K
+ 16.31%
$120.54 - $138.05 $378K - $432K
22.3K $2.86M
PPL
Ppl Corp

Utilities
9.61K
+ 22.25%
$31.68 - $36.11 $305K - $347K
52.8K $1.91M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
26.5K
+ 81.6%
$17.95 - $18.89 $476K - $501K
59K $1.09M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
18.2K
New
$25.98 - $28.41 $473K - $517K
18.2K $500K
VTR
Ventas, Inc.

Real Estate
7.1K
+ 856.09%
$56.9 - $70.47 $404K - $500K
7.93K $544K
TBUX
T Rowe Price Exchange Traded F

ETFs
10K
New
$49.57 - $49.82 $496K - $498K
10K $496K
RJF
Raymond James Financial Inc

Financial Services
6.16K
+ 27.74%
$137.62 - $172.64 $847K - $1.06M
28.4K $3.94M
SRLN
Ssga Active Trust

ETFs
13K
+ 17.22%
$41.02 - $41.99 $535K - $548K
88.8K $3.65M
FHN
First Horizon Corp

Financial Services
32.8K
+ 16.05%
$17.7 - $22.43 $580K - $735K
237K $4.6M
C
Citigroup Inc

Financial Services
5.83K
+ 4.69%
$67.23 - $84.63 $392K - $493K
130K $9.24M
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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