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
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
960
+ 3.87%
$35.88 - $37.91 $34.4K - $36.4K
25.8K $965K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
2.75K
+ 9.29%
$26.56 - $28.74 $73K - $78.9K
32.3K $878K
RGTI
Rigetti Computing, Inc.

Technology
17K
+ 197.79%
$6.05 - $19.51 $103K - $332K
25.6K $202K
MARA
Marathon Digital Holdings, Inc.

Financial Services
3.03K
+ 65.34%
N/A
7.67K $173K
CCK
Crown Holdings Inc

Consumer Cyclical
351
+ 6.31%
$78.77 - $91.74 $27.6K - $32.2K
5.92K $528K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.75K
+ 33.36%
$64.26 - $85.48 $112K - $150K
6.99K $461K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
2.78K
+ 96.79%
$32.41 - $44.87 $90K - $125K
5.65K $183K
IOSP
Innospec Inc.

Basic Materials
1.24K
+ 37.39%
$94.75 - $116.61 $118K - $145K
4.57K $432K
K
Kellogg CO

Consumer Defensive
679
+ 9.6%
$81.06 - $82.9 $55K - $56.3K
7.75K $639K
EVN
Eaton Vance Municipal Income Trust

Financial Services
5.71K
+ 12.89%
$9.91 - $10.78 $56.6K - $61.6K
50K $513K
MLI
Mueller Industries Inc

Industrials
1.42K
+ 10.68%
$76.14 - $82.67 $108K - $117K
14.7K $1.12M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.64K
+ 18.62%
$24.07 - $24.5 $63.4K - $64.6K
16.8K $407K
PMM
Putnam Managed Municipal Income Trust

Financial Services
10K
+ 41.1%
$5.99 - $6.38 $60K - $63.9K
34.4K $210K
BHK
Blackrock Core Bond Trust

Financial Services
4.23K
+ 9.06%
$10.15 - $10.86 $42.9K - $45.9K
50.9K $552K
MTZ
Mastec Inc

Industrials
1.08K
+ 32.57%
$108.66 - $160.79 $118K - $174K
4.41K $514K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
2.08K
+ 3.46%
$5.37 - $6.09 $11.2K - $12.6K
62.2K $378K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.18K
+ 5.28%
$19.0 - $19.66 $41.4K - $42.9K
43.5K $854K
STLD
Steel Dynamics Inc

Basic Materials
618
+ 307.46%
N/A
819 $80K
ELA
Envela Corp

Consumer Cyclical
10K
+ 1015.63%
$5.29 - $7.48 $52.9K - $74.8K
11K $68K
APA
Apa Corp

Energy
3.58K
+ 49.65%
$18.54 - $25.45 $66.3K - $91.1K
10.8K $226K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.29K
+ 24.14%
$41.41 - $45.24 $53.4K - $58.4K
6.63K $289K
BERY
Berry Global Group, Inc.

Consumer Cyclical
474
+ 9.56%
$64.35 - $73.03 $30.5K - $34.6K
5.43K $379K
CXDO
Crexendo, Inc.

Communication Services
16.3K
+ 28.12%
$4.87 - $7.16 $79.2K - $116K
74.1K $360K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
525
+ 5.01%
$76.77 - $82.22 $40.3K - $43.2K
11K $872K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
723
+ 12.05%
$91.45 - $100.11 $66.1K - $72.4K
6.72K $629K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
6.11K
+ 3.75%
$11.13 - $11.61 $68K - $71K
169K $1.9M
HYHG
Proshares High Yield Interest

ETFs
861
+ 344.4%
$64.04 - $66.96 $55.1K - $57.7K
1.11K $71K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
2.23K
+ 1.34%
$19.96 - $20.4 $44.6K - $45.6K
169K $3.38M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
744
+ 10.48%
$24.11 - $28.41 $17.9K - $21.1K
7.84K $222K
VT
Vanguard Total World Stk Index

ETFs
874
+ 2.88%
$115.08 - $123.97 $101K - $108K
31.2K $3.62M
WHR
Whirlpool Corp

Consumer Cyclical
1.13K
+ 56.71%
$88.58 - $133.14 $100K - $150K
3.12K $281K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
208
+ 1.44%
$39.43 - $44.62 $8.2K - $9.28K
14.6K $627K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
883
+ 4.67%
$31.09 - $34.34 $27.5K - $30.3K
19.8K $656K
KINS
Kingstone Companies, Inc.

Financial Services
1.45K
+ 9.18%
$13.67 - $18.47 $19.8K - $26.7K
17.2K $286K
NTR
Nutrien Ltd.

Basic Materials
404
+ 6.21%
$45.28 - $53.84 $18.3K - $21.8K
6.91K $343K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1.04K
+ 4.31%
$21.48 - $22.98 $22.3K - $23.9K
25.1K $565K
AOR
Ishares Tr Core Growth Allocat

ETFs
857
+ 10.21%
$56.63 - $59.39 $48.5K - $50.9K
9.25K $532K
UBS
Ubs Group Ag

Financial Services
1.27K
+ 3.13%
$30.28 - $35.78 $38.4K - $45.3K
41.8K $1.28M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.01K
+ 5.41%
$50.03 - $50.27 $50.3K - $50.6K
19.6K $981K
PANW
Palo Alto Networks Inc

Technology
6.56K
+ 6.93%
$167.82 - $208.28 $1.1M - $1.37M
101K $17.3M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
1.42K
+ 6.98%
$28.27 - $29.28 $40.2K - $41.6K
21.8K $632K
SHYD
Vaneck Short High Yield Muni E

ETFs
2.16K
+ 6.48%
$22.46 - $22.9 $48.5K - $49.5K
35.5K $797K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
1.23K
+ 14.92%
$27.51 - $30.68 $33.8K - $37.7K
9.48K $277K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
3.5K
+ 4.22%
$12.03 - $12.69 $42.1K - $44.4K
86.4K $1.06M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
4.44K
+ 15.96%
$14.19 - $15.67 $62.9K - $69.5K
32.2K $466K
GFI
Gold Fields LTD

Basic Materials
2.15K
+ 2152.0%
$13.84 - $22.09 $29.8K - $47.5K
2.25K $49K
HUN
Huntsman Corp

Basic Materials
9.72K
+ 20.79%
$15.79 - $18.04 $153K - $175K
56.5K $891K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
3.98K
+ 1.19%
$14.31 - $14.8 $57K - $58.9K
337K $4.88M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.73K
+ 13.32%
$26.64 - $27.14 $46K - $46.9K
14.7K $393K
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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