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
SU
Suncor Energy Inc

Energy
8.25K
+ 15.05%
$34.27 - $40.63 $283K - $335K
63.1K $2.44M
PEG
Public Service Enterprise Group Inc

Utilities
7.19K
+ 14.99%
$78.2 - $90.39 $562K - $650K
55.2K $4.54M
RMBS
Rambus Inc

Technology
9.38K
+ 22321.43%
$51.55 - $68.59 $483K - $643K
9.42K $487K
CCJ
Cameco Corp

Energy
40.5K
+ 35.02%
$40.64 - $56.86 $1.64M - $2.3M
156K $6.42M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
15.1K
+ 16.95%
$31.75 - $36.0 $480K - $545K
104K $3.53M
ENSG
Ensign Group, Inc

Healthcare
4.27K
+ 18.72%
$125.4 - $148.86 $536K - $636K
27.1K $3.51M
AGOX
Starboard Invt Tr

ETFs
21.6K
+ 95.8%
$24.2 - $29.41 $522K - $634K
44.1K $1.08M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
20.1K
+ 14.91%
$23.49 - $23.77 $473K - $479K
155K $3.66M
NJR
New Jersey Resources Corp

Utilities
8.81K
+ 65.7%
$45.25 - $49.37 $399K - $435K
22.2K $1.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.82K
+ 3.9%
$56.17 - $59.71 $551K - $586K
261K $14.9M
OTTR
Otter Tail Corp

Utilities
4.31K
+ 25.08%
$72.43 - $83.38 $312K - $359K
21.5K $1.73M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.33K
+ 25.56%
$96.9 - $104.39 $419K - $452K
21.3K $2.11M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.94K
+ 7.15%
$65.27 - $71.18 $518K - $565K
119K $7.89M
HSY
Hershey CO

Consumer Defensive
2.57K
+ 41.16%
$144.74 - $186.36 $372K - $479K
8.81K $1.51M
SNEX
Stone X Group Inc.

Financial Services
5.88K
New
$76.12 - $126.89 $448K - $746K
5.88K $449K
KTEC
Kraneshares Tr Kraneshares Han

ETFs
27.5K
New
$12.65 - $18.4 $348K - $506K
27.5K $446K
SPTS
Spdr Portfolio Short Term Trea

ETFs
15K
+ 76.19%
$28.92 - $29.24 $435K - $439K
34.8K $1.02M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
34.8K
+ 31.22%
$12.18 - $12.91 $423K - $449K
146K $1.81M
CF
Cf Industries Holdings, Inc.

Basic Materials
6.78K
+ 54.0%
$75.03 - $97.25 $508K - $659K
19.3K $1.51M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
17.9K
+ 13.41%
$18.46 - $19.19 $330K - $343K
151K $2.9M
FNDF
Schwab Fundamental Intl Large

ETFs
5.55K
+ 6.92%
$32.9 - $37.45 $183K - $208K
85.7K $3.1M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.01K
+ 25.37%
$49.67 - $51.43 $398K - $412K
39.6K $2.02M
IAK
Ishares Tr

ETFs
1.23K
+ 5.29%
$121.85 - $137.9 $150K - $170K
24.6K $3.38M
RPM
Rpm International Inc

Basic Materials
3.88K
+ 176.06%
$114.03 - $128.31 $442K - $497K
6.08K $702K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
8.11K
+ 127.66%
$48.95 - $52.36 $397K - $424K
14.5K $744K
FPE
First Tr Pfd Secs & Income ETF

ETFs
26.3K
+ 7.83%
$17.53 - $17.87 $462K - $470K
363K $6.38M
STT
State Street Corp

Financial Services
5.23K
+ 105.21%
$84.47 - $102.23 $441K - $534K
10.2K $912K
TCHP
T Rowe Price Exchange Traded F

Technology
14.7K
+ 41.37%
$37.86 - $44.2 $558K - $651K
50.3K $1.92M
FANG
Diamondback Energy, Inc.

Energy
3.53K
+ 9.45%
$139.9 - $180.18 $494K - $636K
40.9K $6.54M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.51K
+ 2.73%
$59.28 - $66.1 $149K - $166K
94.3K $5.99M
FIW
First Trust Water ETF

ETFs
4.88K
+ 8.42%
$99.48 - $106.74 $485K - $521K
62.9K $6.33M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.98K
+ 14.28%
$57.44 - $59.4 $344K - $355K
47.9K $2.84M
FIDI
Fidelity Covington Tr

ETFs
19.3K
New
$19.41 - $22.35 $374K - $431K
19.3K $413K
RACE
Ferrari N.V.

Consumer Cyclical
935
+ 25.31%
$413.73 - $508.15 $387K - $475K
4.63K $1.98M
PSO
Pearson PLC

Communication Services
25.6K
+ 10532.1%
$15.45 - $17.75 $395K - $454K
25.8K $413K
IYK
Ishares U.S. Consumer Staples

ETFs
4.06K
+ 20.96%
$63.29 - $71.8 $257K - $291K
23.4K $1.68M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.27K
New
$91.68 - $109.93 $391K - $469K
4.27K $399K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
16.8K
New
$23.43 - $24.23 $395K - $408K
16.8K $398K
RING
Ishares Inc Msci Global Gold M

ETFs
9.94K
+ 736.3%
$28.64 - $38.36 $285K - $381K
11.3K $433K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.23K
+ 334.08%
$162.48 - $175.37 $362K - $390K
2.89K $503K
AR
Antero Resources Corp

Energy
9.57K
+ 16498.28%
$33.64 - $41.42 $322K - $396K
9.63K $389K
IMO
Imperial Oil LTD

Energy
4.2K
+ 54.66%
$62.41 - $73.34 $262K - $308K
11.9K $859K
XEL
Xcel Energy Inc

Utilities
2.39K
+ 3.81%
$63.37 - $72.1 $152K - $172K
65.1K $4.61M
FNV
Franco Nevada Corp

Basic Materials
943
+ 16.71%
$120.72 - $157.56 $114K - $149K
6.59K $1.04M
SIL
Global X Silver Miners ETF

ETFs
8.08K
+ 120.64%
$31.91 - $40.68 $258K - $329K
14.8K $583K
AGX
Argan Inc

Industrials
2.88K
+ 118.32%
$104.05 - $185.35 $300K - $534K
5.32K $697K
ARCC
Ares Capital Corp

Financial Services
15K
+ 14.35%
$21.28 - $23.81 $320K - $358K
120K $2.65M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
7.92K
+ 8.74%
$44.26 - $45.22 $351K - $358K
98.6K $4.39M
BCS
Barclays PLC

Financial Services
19.8K
+ 72.77%
$12.69 - $16.25 $251K - $322K
47.1K $722K
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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