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
UMBF
Umb Financial Corp

Financial Services
1.8K
+ 46.95%
$98.0 - $122.56 $177K - $221K
5.64K $570K
CXSE
Wisdomtree Tr China Ex State O

ETFs
1.61K
+ 8.21%
$27.92 - $36.23 $45K - $58.3K
21.2K $722K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
12K
+ 16.64%
$10.65 - $11.24 $128K - $135K
84.4K $903K
GRMN
Garmin LTD

Technology
345
+ 6.23%
$204.55 - $241.93 $70.6K - $83.5K
5.89K $1.28M
XLP
Consumer Staples Sector Spdr

ETFs
1.77K
+ 1.48%
N/A
122K $9.24M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
642
+ 7.8%
$46.15 - $63.53 $29.6K - $40.8K
8.87K $545K
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.06K
+ 3.68%
$38.22 - $41.19 $78.5K - $84.6K
57.9K $2.34M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
3.93K
+ 7.83%
$25.83 - $27.09 $102K - $107K
54.2K $1.44M
NTAP
Net App, Inc.

Technology
5.47K
+ 44.09%
$87.84 - $126.3 $481K - $691K
17.9K $1.57M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.39K
+ 8.47%
$50.44 - $50.7 $121K - $121K
30.7K $1.55M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
15.7K
+ 15.51%
$8.11 - $8.58 $127K - $135K
117K $950K
IYG
Ishares Tr

ETFs
1.52K
+ 17.41%
$74.6 - $84.81 $113K - $129K
10.2K $803K
WTW
Willis Towers Watson PLC

Financial Services
182
+ 7.56%
$306.61 - $340.78 $55.8K - $62K
2.59K $874K
THG
Hanover Insurance Group, Inc.

Financial Services
706
+ 1568.89%
$147.13 - $174.61 $104K - $123K
751 $130K
MOH
Molina Healthcare, Inc.

Healthcare
277
+ 33.41%
$266.57 - $333.27 $73.8K - $92.3K
1.11K $364K
CGGR
Capital Group Growth ETF Shs C

ETFs
111K
+ 8.81%
$33.98 - $39.84 $3.77M - $4.42M
1.37M $46.9M
EXPD
Expeditors International Of Washington Inc

Industrials
368
+ 4.47%
$109.09 - $126.48 $40.1K - $46.5K
8.6K $1.03M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
2.6K
+ 3945.45%
$46.53 - $53.12 $121K - $138K
2.67K $125K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.35K
+ 8.76%
$23.03 - $23.17 $123K - $124K
66.4K $1.53M
VALE
Vale S.A.

Basic Materials
3.7K
+ 4.89%
$8.5 - $10.19 $31.5K - $37.7K
79.4K $792K
PB
Prosperity Bancshares Inc

Financial Services
1.96K
+ 36.79%
$69.3 - $80.69 $136K - $158K
7.3K $520K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.21K
+ 19.91%
$68.07 - $78.99 $287K - $333K
25.4K $1.73M
BSJR
Invesco Indx Tr

ETFs
5.32K
+ 9.0%
$22.4 - $22.69 $119K - $121K
64.5K $1.44M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
10.8K
+ 41.82%
$10.44 - $10.89 $113K - $118K
36.6K $386K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.66K
+ 39.06%
$47.66 - $57.45 $79.1K - $95.3K
5.91K $321K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
4.08K
+ 25.55%
$37.78 - $43.82 $154K - $179K
20K $791K
CASY
Caseys General Stores Inc

Consumer Cyclical
113
+ 6.43%
$378.71 - $442.54 $42.8K - $50K
1.87K $812K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
11.2K
+ 4.36%
$7.89 - $8.07 $88.4K - $90.4K
268K $2.13M
WTRG
Essential Utilities, Inc.

Utilities
530
+ 1.82%
$33.49 - $40.57 $17.7K - $21.5K
29.7K $1.17M
HQL
Tekla Life Sciences Investors

Financial Services
9.79K
+ 43.08%
$12.69 - $14.36 $124K - $141K
32.5K $412K
APLD
Applied Blockchain, Inc.

Financial Services
23.5K
+ 239.11%
$5.62 - $10.65 $132K - $250K
33.3K $186K
NGG
National Grid PLC

Utilities
971
+ 12.46%
$56.13 - $65.61 $54.5K - $63.7K
8.77K $575K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
2.24K
+ 26.79%
$46.26 - $47.48 $104K - $106K
10.6K $502K
ALLE
Allegion PLC

Industrials
854
+ 35.32%
$123.79 - $135.5 $106K - $116K
3.27K $426K
DEA
Easterly Government Properties, Inc.

Real Estate
10.4K
+ 12846.91%
$10.26 - $11.77 $107K - $122K
10.5K $111K
FELE
Franklin Electric CO Inc

Industrials
1.35K
+ 30.58%
$93.38 - $106.03 $126K - $143K
5.76K $540K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
4.95K
+ 8.19%
$23.19 - $23.5 $115K - $116K
65.4K $1.52M
GBDC
Golub Capital Bdc, Inc.

Financial Services
7.18K
+ 19.74%
$14.46 - $15.96 $104K - $115K
43.5K $659K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.6K
+ 80.55%
$14.21 - $17.45 $151K - $185K
23.8K $338K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.24K
+ 15.8%
$117.4 - $131.02 $146K - $163K
9.1K $1.09M
MDB
Mongo Db, Inc.

Technology
1.5K
+ 55.01%
$175.4 - $298.52 $264K - $449K
4.24K $743K
FTLS
First Tr Long/Short Equity ETF

ETFs
1.8K
+ 32.58%
$63.42 - $68.17 $114K - $123K
7.34K $470K
VRSK
Verisk Analytics, Inc.

Industrials
44
+ 1.05%
$268.63 - $301.33 $11.8K - $13.3K
4.23K $1.26M
QDPL
Pacer Fds Tr Metaurus Us Large
7.89K
+ 8.01%
$36.5 - $40.04 $288K - $316K
106K $3.88M
CSGP
Costar Group, Inc.

Real Estate
1.3K
+ 727.53%
$69.29 - $80.37 $89.7K - $104K
1.47K $116K
MFM
Mfs Municipal Income Trust

Financial Services
20.1K
+ 35.34%
$5.3 - $5.59 $107K - $112K
77K $408K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
3.3K
+ 203.33%
$27.4 - $30.58 $90.4K - $101K
4.92K $149K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
2.5K
+ 20.24%
$46.06 - $49.24 $115K - $123K
14.9K $694K
GIFI
Gulf Island Fabrication Inc

Industrials
15.9K
+ 785.86%
$6.11 - $7.23 $97.1K - $115K
17.9K $115K
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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