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
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
875
+ 9.62%
$43.63 - $46.01 $38.2K - $40.3K
9.97K $439K
COMM
Comm Scope Holding Company, Inc.

Technology
4.67K
+ 7.95%
$4.63 - $6.35 $21.6K - $29.6K
63.4K $336K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
724
+ 0.68%
$9.83 - $10.34 $7.12K - $7.49K
107K $1.07M
HQH
Tekla Healthcare Investors

Financial Services
1.27K
+ 3.04%
$16.23 - $18.27 $20.7K - $23.3K
43.2K $702K
LPG
Dorian Lpg Ltd.

Energy
1.32K
+ 1003.82%
$19.88 - $27.03 $26.1K - $35.5K
1.45K $32K
LVHI
Franklin International Low Vol

ETFs
836
+ 63.33%
$30.53 - $32.85 $25.5K - $27.5K
2.16K $69K
HWC
Hancock Whitney Corp

Financial Services
700
+ 22.91%
$49.61 - $61.03 $34.7K - $42.7K
3.76K $196K
XYL
Xylem Inc.

Industrials
132
+ 3.28%
$114.02 - $132.04 $15.1K - $17.4K
4.15K $495K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
217
+ 0.47%
$20.11 - $21.21 $4.36K - $4.6K
46.8K $989K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
1.28K
+ 5.67%
$19.17 - $20.25 $24.5K - $25.9K
23.8K $462K
DFS
Discover Financial Services

Financial Services
349
+ 2.78%
$152.99 - $203.25 $53.4K - $70.9K
12.9K $2.2M
TCOM
Trip.Com Group LTD

Consumer Cyclical
450
+ 384.62%
$56.68 - $73.5 $25.5K - $33.1K
567 $36K
UPLD
Upland Software, Inc.

Technology
10.4K
+ 697.06%
$2.69 - $4.79 $28.1K - $50K
11.9K $34K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.37K
+ 2.79%
N/A
50.5K $1.02M
STLG
Ishares Factors Us Growth Styl

ETFs
569
+ 46.91%
N/A
1.78K $89K
DDD
3 D Systems Corp

Technology
12.9K
+ 5139.44%
$2.12 - $4.72 $27.3K - $60.9K
13.2K $27K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.78K
+ 49.39%
$20.76 - $29.81 $37K - $53.1K
5.38K $111K
MSM
Msc Industrial Direct CO Inc

Industrials
333
+ 79.86%
$74.45 - $83.08 $24.8K - $27.7K
750 $58K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
500
+ 9.57%
$40.55 - $48.43 $20.3K - $24.2K
5.72K $246K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
58.3K
+ 499.6%
$0.63 - $2.2 $36.8K - $128K
70K $45K
FOR
Forestar Group Inc.

Real Estate
1.88K
+ 63.69%
$21.07 - $27.26 $39.6K - $51.2K
4.83K $102K
GEO
Geo Group Inc

Real Estate
839
+ 81.85%
$22.92 - $35.35 $19.2K - $29.7K
1.86K $54K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
3.86K
+ 13.54%
$15.63 - $17.67 $60.3K - $68.1K
32.3K $515K
PRLB
Proto Labs Inc

Industrials
738
+ 7380.0%
$35.04 - $45.03 $25.9K - $33.2K
748 $26K
STX
Seagate Technology Holdings PLC

Technology
1.06K
+ 2.23%
$84.92 - $108.42 $90.4K - $115K
48.7K $4.14M
WDFC
Wd 40 CO

Basic Materials
98
+ 6.62%
$226.67 - $250.92 $22.2K - $24.6K
1.58K $385K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.94K
+ 6.33%
$11.63 - $12.23 $22.5K - $23.7K
32.5K $382K
MNDY
Monday.Com Ltd.

Technology
106
+ 2120.0%
$213.0 - $327.92 $22.6K - $34.8K
111 $26K
VMO
Invesco Municipal Opportunity Trust

Financial Services
3.94K
+ 7.37%
$9.44 - $9.93 $37.2K - $39.1K
57.4K $544K
DHX
Dhi Group, Inc.

Industrials
22.4K
+ 122.29%
$1.39 - $3.28 $31.1K - $73.5K
40.7K $56K
DMAR
First Tr Ex Tr Viii Cboe Vest
802
+ 6.15%
$36.82 - $39.1 $29.5K - $31.4K
13.8K $521K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
590
+ 3.29%
$42.38 - $43.28 $25K - $25.5K
18.5K $787K
MUSA
Murphy Usa Inc.

Consumer Cyclical
156
+ 10.2%
$435.02 - $515.95 $67.9K - $80.5K
1.69K $791K
SPSC
Sps Commerce Inc

Technology
191
+ 545.71%
$123.05 - $197.4 $23.5K - $37.7K
226 $29K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
2K
+ 8.61%
$9.82 - $10.37 $19.6K - $20.7K
25.2K $252K
TYL
Tyler Technologies Inc

Technology
38
+ 17.84%
$553.41 - $646.74 $21K - $24.6K
251 $145K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
3.44K
+ 7.33%
$4.42 - $4.86 $15.2K - $16.7K
50.4K $236K
APLE
Apple Hospitality Reit, Inc.

Real Estate
1.81K
+ 295.92%
$12.87 - $15.85 $23.3K - $28.8K
2.43K $31K
PAAS
Pan American Silver Corp

Basic Materials
403
+ 19.93%
$20.61 - $26.7 $8.31K - $10.8K
2.43K $62K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.31K
+ 14.18%
$10.61 - $16.49 $35.2K - $54.6K
26.7K $332K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1K
+ 313.75%
$20.2 - $22.24 $20.3K - $22.3K
1.32K $28K
COPX
Global X Copper Miners ETF

ETFs
126
+ 0.69%
$37.72 - $43.32 $4.75K - $5.46K
18.3K $714K
SPH
Suburban Propane Partners LP

Utilities
156
+ 3.35%
$17.64 - $22.2 $2.75K - $3.46K
4.81K $100K
SNPS
Synopsys Inc

Technology
395
+ 15.11%
$428.58 - $551.54 $169K - $218K
3.01K $1.29M
BIGZ
Black Rock Innovation & Growth Trust
8.48K
+ 20.28%
$6.4 - $8.25 $54.3K - $69.9K
50.3K $332K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
1
+ 0.02%
$51.9 - $56.78 $51.9 - $56.8
5.73K $324K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
327
+ 2.79%
$21.34 - $23.86 $6.98K - $7.8K
12K $274K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
245
+ 1.7%
$61.9 - $66.89 $15.2K - $16.4K
14.7K $933K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
156
+ 0.87%
$17.61 - $18.7 $2.75K - $2.92K
18.1K $339K
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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