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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.19K
+ 10.04%
$28.55 - $29.09 $234K - $238K
89.7K $2.59M
AVNT
Avient Corp

Basic Materials
6.97K
+ 294.76%
$36.91 - $44.21 $257K - $308K
9.34K $347K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
12.7K
+ 9.1%
$18.55 - $18.81 $235K - $238K
152K $2.84M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.04K
+ 17.75%
$111.19 - $129.47 $116K - $135K
6.91K $894K
QLYS
Qualys, Inc.

Technology
1.97K
+ 3948.0%
$121.57 - $147.7 $240K - $292K
2.02K $254K
ENFR
Alerian Energy Infrastructure

ETFs
5.8K
+ 17.32%
$30.27 - $34.12 $176K - $198K
39.3K $1.29M
DVY
Ishares Tr

ETFs
89
+ 0.11%
$128.58 - $138.1 $11.4K - $12.3K
77.6K $10.4M
NGS
Natural Gas Services Group Inc

Energy
11.4K
+ 831.2%
$20.78 - $29.35 $237K - $335K
12.8K $280K
BDX
Becton Dickinson & CO

Healthcare
904
+ 5.47%
$222.79 - $249.08 $201K - $225K
17.4K $4M
OVV
Ovintiv Inc.

Energy
4.07K
+ 13.62%
$37.84 - $45.91 $154K - $187K
34K $1.45M
ESLT
Elbit Systems LTD

Industrials
623
+ 3461.11%
$261.47 - $413.0 $163K - $257K
641 $245K
IYE
Ishares Tr

ETFs
1.08K
+ 2.15%
$45.23 - $49.95 $48.8K - $53.9K
51.4K $2.53M
AXON
Axon Enterprise, Inc.

Industrials
668
+ 41.08%
$496.65 - $710.01 $332K - $474K
2.29K $1.21M
FFIV
F5, Inc.

Technology
897
+ 1281.43%
$251.75 - $310.6 $226K - $279K
967 $257K
GM
General Motors CO

Consumer Cyclical
13.5K
+ 21.21%
$45.22 - $54.92 $612K - $743K
77.3K $3.64M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.81K
+ 0.6%
$23.9 - $24.18 $91.2K - $92.2K
644K $15.6M
WBD
Warner Bros. Discovery, Inc.

Communication Services
21.2K
+ 50.51%
$9.47 - $11.46 $201K - $243K
63.3K $678K
TAXF
American Centy ETF Tr Diversif

ETFs
5.55K
+ 8.67%
$49.19 - $50.86 $273K - $282K
69.5K $3.44M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
20.6K
+ 41.62%
$11.17 - $11.61 $230K - $239K
70.1K $787K
ROP
Roper Technologies Inc

Industrials
9
+ 0.28%
$502.71 - $593.81 $4.52K - $5.34K
3.21K $1.89M
REET
Ishares Global Reit ETF

ETFs
8.94K
+ 23.44%
$23.24 - $25.16 $208K - $225K
47.1K $1.14M
BKR
Baker Hughes CO

Energy
2.34K
+ 5.54%
$41.16 - $48.85 $96.4K - $114K
44.6K $1.96M
AEE
Ameren Corp

Utilities
1.5K
+ 22.86%
$86.87 - $103.67 $131K - $156K
8.08K $810K
NNN
National Retail Properties, Inc.

Real Estate
5.13K
+ 228.99%
$38.0 - $43.19 $195K - $221K
7.37K $314K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.81K
+ 2.96%
$42.18 - $45.16 $119K - $127K
97.9K $4.33M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.89K
+ 3.81%
$32.74 - $36.2 $94.6K - $105K
78.7K $2.75M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
3.42K
+ 173.0%
$69.67 - $86.15 $238K - $294K
5.39K $385K
WAL
Western Alliance Bancorporation

Financial Services
3.25K
+ 71.16%
$72.65 - $94.0 $236K - $305K
7.82K $600K
CAT
Caterpillar Inc

Industrials
19.2K
+ 10.35%
$326.75 - $407.63 $6.29M - $7.84M
205K $67.7M
EQIX
Equinix Inc

Real Estate
576
+ 29.16%
$803.0 - $959.97 $463K - $553K
2.55K $2.08M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.99K
+ 16.29%
$101.98 - $115.66 $407K - $462K
28.5K $2.92M
BALT
Innovator Etfs Tr
6.92K
+ 17.11%
$31.31 - $31.89 $217K - $221K
47.4K $1.49M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
359
+ 0.58%
$33.63 - $37.64 $12.1K - $13.5K
62.5K $2.31M
NTRA
Natera, Inc.

Healthcare
1.85K
+ 68.28%
$132.63 - $177.0 $245K - $327K
4.55K $643K
DG
Dollar General Corp

Consumer Defensive
1.15K
+ 12.34%
$68.44 - $87.93 $78.6K - $101K
10.5K $918K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.55K
+ 6069.05%
$74.75 - $89.13 $191K - $227K
2.59K $216K
IXJ
Ishares Global Healthcare ETF

ETFs
2.31K
+ 1036.32%
$86.01 - $94.19 $199K - $218K
2.53K $231K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.86K
+ 218.81%
$77.33 - $90.16 $221K - $258K
4.17K $326K
LAMR
Lamar Advertising CO

Real Estate
4.31K
+ 12.23%
$110.65 - $132.9 $477K - $573K
39.6K $4.5M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.31K
+ 230700.0%
$74.5 - $92.3 $172K - $213K
2.31K $210K
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.9K
+ 14.15%
$40.27 - $42.11 $157K - $164K
31.5K $1.33M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
5.04K
+ 45.42%
$40.24 - $40.65 $203K - $205K
16.1K $655K
DTH
Wisdomtree Tr

ETFs
4.83K
+ 3528.47%
$37.33 - $43.33 $180K - $209K
4.97K $211K
OGS
One Gas, Inc.

Utilities
2.69K
+ 895.0%
$67.77 - $76.05 $182K - $204K
2.99K $225K
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.38K
+ 11.33%
$27.29 - $38.29 $65K - $91.2K
23.4K $817K
VPN
Global X Fds Data Ctr Reits &

ETFs
12.6K
+ 858.59%
N/A
14.1K $223K
DHI
Horton D R Inc

Consumer Cyclical
3.23K
+ 19.35%
$125.29 - $147.65 $404K - $476K
19.9K $2.53M
KMDA
Kamada LTD

Healthcare
28.2K
+ 119.87%
$6.33 - $8.33 $178K - $235K
51.7K $341K
NGD
New Gold Inc.

Basic Materials
40K
+ 99.07%
$2.54 - $3.71 $102K - $148K
80.4K $298K
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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