New Edge Advisors, LLC Incresed Positions in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FXI
Ishares Tr

ETFs
5.36K
+ 22.47%
$28.65 - $38.55 $154K - $207K
29.2K $1.05M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.3K
+ 2.81%
$55.41 - $60.74 $628K - $688K
415K $23.4M
AA
Alcoa Corp

Basic Materials
10.7K
+ 1097.95%
$30.5 - $39.53 $327K - $424K
11.7K $356K
DOCS
Doximity, Inc.

Healthcare
5.44K
+ 613.66%
$49.71 - $83.14 $270K - $452K
6.32K $366K
CALM
Cal Maine Foods Inc

Consumer Defensive
4.01K
+ 100.83%
$80.87 - $115.8 $324K - $464K
7.99K $725K
CPRT
Copart Inc

Consumer Cyclical
5.92K
+ 25.16%
$52.3 - $59.83 $310K - $354K
29.4K $1.67M
WIT
Wipro LTD

Technology
126K
+ 87.03%
$3.0 - $3.77 $378K - $475K
271K $828K
IBMO
Ishares Tr Ibonds December 202

ETFs
10.1K
+ 1.81%
$25.45 - $25.6 $258K - $259K
570K $14.6M
NOK
Nokia Corp

Technology
59.5K
+ 6204.9%
$4.43 - $5.42 $264K - $323K
60.5K $318K
PHM
Pultegroup Inc

Consumer Cyclical
4.79K
+ 16.13%
$101.09 - $118.51 $485K - $568K
34.5K $3.55M
HCA
Hca Healthcare, Inc.

Healthcare
409
+ 11.86%
$296.7 - $345.55 $121K - $141K
3.86K $1.33M
WCN
Waste Connections, Inc.

Industrials
492
+ 5.74%
$169.89 - $195.19 $83.6K - $96K
9.06K $1.77M
PEGA
Pegasystems Inc

Technology
4.26K
+ 141900.0%
$68.14 - $112.29 $290K - $478K
4.26K $296K
FSK
Fs Kkr Capital Corp

Financial Services
22.1K
+ 9.96%
$20.47 - $24.06 $453K - $532K
244K $5.11M
AIQ
Global X Funds Global X Artifi

ETFs
8.66K
+ 84.51%
$36.38 - $42.77 $315K - $370K
18.9K $687K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.34K
+ 3.0%
$63.77 - $71.36 $85.3K - $95.4K
46K $3.17M
ORCC
Owl Rock Capital Corp

Financial Services
21.6K
+ 7.96%
N/A
293K $3.92M
PHR
Phreesia, Inc.

Healthcare
11.2K
+ 262.71%
$21.97 - $30.01 $246K - $336K
15.4K $394K
FCOM
Fidelity Covington Tr Msci Com

ETFs
5.25K
+ 127.98%
$55.97 - $64.13 $294K - $337K
9.35K $526K
CRNC
Cerence Inc.

Technology
36.2K
+ 80455.56%
$7.9 - $20.18 $286K - $731K
36.3K $286K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
15.9K
+ 108.77%
$10.22 - $14.31 $163K - $228K
30.6K $437K
VDC
Vanguard Consumer Staples ETF

ETFs
1.02K
+ 12.01%
$206.54 - $226.16 $210K - $230K
9.48K $2.07M
AYI
Acuity Brands Inc

Industrials
1.08K
+ 8338.46%
$257.8 - $337.07 $279K - $365K
1.1K $288K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.07K
+ 4261.11%
$92.51 - $102.81 $284K - $315K
3.14K $290K
RODM
Hartford Multifactor Developed

ETFs
1.26K
+ 1.33%
$28.07 - $31.56 $35.3K - $39.7K
95.9K $2.97M
FISV
Fiserv Inc

Technology
2.23K
+ 9.34%
N/A
26.2K $3.27M
ROBO
Robo Global Robotics And Autom

ETFs
5.51K
+ 593.33%
$51.5 - $60.89 $284K - $336K
6.44K $331K
VFH
Vanguard Financial ETF

ETFs
2.1K
+ 11.42%
$114.07 - $127.34 $239K - $267K
20.5K $2.45M
ES
Eversource Energy

Utilities
2.92K
+ 14.89%
$55.63 - $63.8 $163K - $186K
22.6K $1.4M
MRNA
Moderna, Inc.

Healthcare
10.2K
+ 732.73%
$28.35 - $47.53 $289K - $484K
11.6K $328K
NEU
Newmarket Corp

Basic Materials
476
+ 1442.42%
$482.93 - $570.11 $230K - $271K
509 $288K
FSTA
Fidelity Covington Tr Msci Con

ETFs
2.21K
+ 2.41%
$48.3 - $52.85 $107K - $117K
94K $4.81M
LITE
Lumentum Holdings Inc.

Technology
6.28K
+ 109.88%
$57.41 - $100.38 $360K - $630K
12K $747K
GGAL
Grupo Financiero Galicia Sa

Financial Services
5.39K
+ 149.46%
$54.11 - $72.22 $292K - $390K
9K $490K
BGNE
Bei Gene, Ltd.

Healthcare
1.17K
+ 117200.0%
$175.1 - $226.71 $205K - $266K
1.17K $265K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.34K
+ 9.91%
$25.77 - $27.6 $215K - $230K
92.5K $2.46M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
6.47K
+ 2.32%
$20.37 - $21.34 $132K - $138K
285K $6.02M
PAGP
Plains Gp Holdings LP

Energy
1.44K
+ 1.85%
$18.52 - $22.13 $26.7K - $32K
79.4K $1.7M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.14K
+ 8.99%
$30.35 - $33.16 $186K - $204K
74.5K $2.38M
IAUM
I Shares Gold Trust Micro

ETFs
4.11K
+ 15.43%
$26.29 - $31.17 $108K - $128K
30.7K $957K
SFNC
Simmons First National Corp

Financial Services
12.7K
+ 3624.57%
$19.68 - $23.3 $250K - $296K
13K $267K
IDCC
Inter Digital, Inc.

Communication Services
1.07K
+ 37.61%
$171.68 - $225.72 $184K - $241K
3.91K $808K
MLN
Vaneck Long Muni ETF

ETFs
15.4K
+ 71.33%
$17.22 - $18.0 $266K - $278K
37K $644K
REAX
Real Brokerage Inc

Real Estate
64.8K
+ 628.03%
$4.06 - $5.51 $263K - $357K
75.1K $304K
PSLV
Sprott Physical Silver Trust

Financial Services
12.8K
+ 23.25%
$9.86 - $11.68 $126K - $150K
67.9K $787K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.31K
+ 24.13%
$110.55 - $130.35 $145K - $171K
6.75K $857K
HAL
Halliburton CO

Energy
15.1K
+ 21.58%
$24.15 - $29.9 $364K - $451K
84.9K $2.15M
SLGN
Silgan Holdings Inc

Consumer Cyclical
4.97K
+ 332.33%
$48.82 - $56.15 $242K - $279K
6.46K $330K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.34K
+ 4.95%
$106.46 - $114.75 $249K - $269K
49.6K $5.47M
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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