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
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.83K
+ 20.39%
$60.91 - $71.4 $172K - $202K
16.7K $1.04M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.89K
+ 376.69%
$47.39 - $54.26 $89.6K - $103K
2.39K $124K
ARKQ
Ark Autonomous Technology & Ro

ETFs
1.97K
+ 68.97%
$65.76 - $84.94 $130K - $168K
4.84K $320K
FNF
Fidelity National Financial, Inc.

Financial Services
117
+ 1.19%
$54.25 - $65.27 $6.35K - $7.64K
9.99K $649K
BKH
Black Hills Corp

Utilities
1.52K
+ 83.19%
$55.74 - $61.86 $84.7K - $94K
3.35K $202K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
4.54K
+ 6.6%
$8.69 - $9.43 $39.5K - $42.8K
73.4K $684K
BSCV
Invesco ETF Self Indexed Fd Tr
4.92K
+ 8.11%
$15.87 - $16.38 $78K - $80.5K
65.5K $1.07M
DLY
Double Line Yield Opportunities Fund

N/A
5.5K
+ 18.55%
$15.8 - $16.38 $86.9K - $90.1K
35.2K $565K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
607
+ 7.34%
$85.24 - $94.86 $51.7K - $57.6K
8.87K $808K
JJSF
J&J Snack Foods Corp

Consumer Defensive
1.12K
+ 49.65%
$122.15 - $153.79 $137K - $172K
3.38K $444K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
15.1K
+ 3132.64%
$5.62 - $10.15 $84.7K - $153K
15.5K $98K
ADT
Adt Inc.

Industrials
11.1K
+ 503.04%
$6.87 - $8.23 $76.1K - $91.2K
13.3K $108K
IBB
Ishares Biotechnology ETF

ETFs
1.2K
+ 8.67%
$127.9 - $140.56 $153K - $168K
15K $1.92M
MAIN
Main Street Capital Corp

Financial Services
1.63K
+ 5416.67%
$54.71 - $63.1 $88.9K - $103K
1.66K $93K
QDIV
Global X Funds S&P 500 Quality

ETFs
2.47K
+ 36.17%
$34.15 - $35.86 $84.2K - $88.4K
9.28K $326K
HLI
Houlihan Lokey, Inc.

Financial Services
2.54K
+ 9.67%
$154.43 - $187.4 $393K - $477K
28.9K $4.66M
TGTX
Tg Therapeutics, Inc.

Healthcare
665
+ 9.6%
$27.67 - $42.99 $18.4K - $28.6K
7.59K $299K
IQDF
Flexshares International Quali

ETFs
3.3K
+ 85.8%
$23.0 - $25.77 $75.9K - $85K
7.15K $178K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
17.6K
+ 67.96%
$8.92 - $11.7 $157K - $206K
43.6K $393K
HDB
Hdfc Bank LTD

Financial Services
922
+ 8.57%
$58.06 - $66.85 $53.5K - $61.6K
11.7K $775K
STWD
Starwood Property Trust, Inc.

Real Estate
3.78K
+ 23.92%
$18.41 - $20.53 $69.7K - $77.7K
19.6K $387K
INGR
Ingredion Inc

Consumer Defensive
797
+ 8.97%
$125.6 - $137.36 $100K - $109K
9.69K $1.31M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
8.69K
+ 4.46%
$10.81 - $11.3 $93.9K - $98.1K
203K $2.23M
BRC
Brady Corp

Industrials
1.21K
+ 282.33%
$68.85 - $75.89 $83.6K - $92.1K
1.64K $116K
PFFV
Global X Variable Rate Preferr

Technology
3.52K
+ 36.36%
$23.51 - $24.14 $82.8K - $85K
13.2K $312K
IRBT
Irobot Corp

Consumer Cyclical
31.1K
+ 31130.0%
$2.7 - $12.7 $84.1K - $395K
31.2K $84K
IHF
Ishares Tr

ETFs
700
+ 7.13%
$47.84 - $53.21 $33.5K - $37.2K
10.5K $555K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
373
+ 0.43%
$40.5 - $42.02 $15.1K - $15.7K
87.1K $3.63M
TDOC
Teladoc Health, Inc.

Healthcare
10.5K
+ 1278.66%
$7.96 - $14.33 $83.5K - $150K
11.3K $89K
XNET
Xunlei LTD

Communication Services
18.2K
+ 9106.5%
$1.96 - $5.12 $35.7K - $93.3K
18.4K $82K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.99K
+ 176.42%
$62.41 - $133.91 $186K - $400K
4.68K $293K
FYLD
Cambria Foreign Shareholder Yi

ETFs
965
+ 3.0%
$24.97 - $27.67 $24.1K - $26.7K
33.1K $892K
IQV
Iqvia Holdings Inc.

Healthcare
2.63K
+ 13.86%
$176.3 - $209.96 $463K - $551K
21.6K $3.8M
CBT
Cabot Corp

Basic Materials
947
+ 2559.46%
$81.12 - $92.51 $76.8K - $87.6K
984 $81K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
2.43K
+ 17.86%
$40.87 - $45.28 $99.3K - $110K
16K $664K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
4.33K
+ 7596.49%
$17.74 - $21.48 $76.8K - $93K
4.39K $77K
BGB
Blackstone Strategic Credit Fund

Financial Services
7.01K
+ 12.47%
$11.96 - $12.62 $83.8K - $88.4K
63.2K $763K
CRDO
Credo Technology Group Holding LTD

Technology
3.97K
+ 128.38%
$39.45 - $85.5 $157K - $340K
7.07K $283K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
700
+ 20.7%
$100.56 - $108.28 $70.4K - $75.8K
4.08K $420K
SLM
Slm Corp

Financial Services
1.32K
+ 6.58%
$26.95 - $32.54 $35.5K - $42.9K
21.4K $627K
FIX
Comfort Systems Usa Inc

Industrials
993
+ 41.05%
$313.26 - $550.27 $311K - $546K
3.41K $1.1M
DSL
Double Line Income Solutions Fund

Financial Services
5.34K
+ 3.17%
$12.53 - $12.88 $66.9K - $68.7K
174K $2.19M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
2.75K
+ 16.65%
$32.13 - $33.82 $88.3K - $93K
19.3K $623K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.2K
+ 17.38%
$203.38 - $274.79 $245K - $331K
8.13K $1.67M
AGNC
Agnc Investment Corp.

Real Estate
6.92K
+ 38.42%
$9.12 - $10.54 $63.1K - $73K
24.9K $238K
BWAY
Brainsway Ltd.

Healthcare
7.55K
+ 61.48%
$9.19 - $11.41 $69.4K - $86.1K
19.8K $187K
STAG
Stag Industrial, Inc.

Real Estate
1.49K
+ 17.62%
$32.39 - $37.07 $48.3K - $55.3K
9.95K $359K
NUE
Nucor Corp

Basic Materials
184
+ 1.35%
$114.48 - $142.52 $21.1K - $26.2K
13.8K $1.67M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
465
+ 25.56%
$221.78 - $273.45 $103K - $127K
2.28K $519K
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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