New Edge Advisors, LLC Incresed Positions in Q2 2025

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ECC
Eagle Point Credit CO Inc.

Financial Services
19.3K
+ 647.48%
$6.94 - $8.31 $134K - $160K
22.3K $170K
IP
International Paper CO

Consumer Cyclical
7.31K
+ 24.16%
$43.89 - $54.46 $321K - $398K
37.6K $1.76M
JPIN
Jp Morgan Diversified Return I

ETFs
1.04K
+ 9.33%
$52.18 - $64.25 $54.5K - $67.1K
12.2K $784K
STLD
Steel Dynamics Inc

Basic Materials
1.48K
+ 180.46%
N/A
2.3K $225K
VPN
Global X Fds Data Ctr Reits &

ETFs
9.01K
+ 64.11%
N/A
23.1K $367K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
394
+ 1.13%
$41.76 - $49.03 $16.5K - $19.3K
35.4K $1.73M
IAI
Ishares Tr Us Broker Dealers &

ETFs
2
+ 0.04%
$122.04 - $169.14 $244 - $338
4.9K $828K
NMIH
Nmi Holdings, Inc.

Financial Services
2.33K
+ 32.81%
$32.79 - $42.24 $76.3K - $98.3K
9.42K $397K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
1.07K
+ 13.05%
$38.95 - $53.59 $41.7K - $57.3K
9.27K $496K
ROLL
Rbc Bearings Inc

Industrials
549
+ 37.5%
N/A
2.01K $495K
EQX
Equinox Gold Corp.

Basic Materials
63.4K
+ 30.87%
$5.68 - $7.31 $360K - $463K
269K $1.55M
PFFV
Global X Variable Rate Preferr

Technology
6.35K
+ 48.07%
$22.41 - $23.43 $142K - $149K
19.5K $445K
INVA
Innoviva, Inc.

Healthcare
5.28K
+ 39.45%
$17.1 - $21.8 $90.4K - $115K
18.7K $375K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
11.8K
+ 35.54%
$10.28 - $11.04 $121K - $130K
45K $496K
HAL
Halliburton CO

Energy
27.3K
+ 32.1%
$19.26 - $25.7 $525K - $700K
112K $2.29M
PMAR
Innovator U.S. Equity Power Bu

ETFs
120
+ 0.22%
$37.18 - $42.23 $4.46K - $5.07K
55.4K $2.34M
EBND
Spdr Bloomberg Emerging Market

ETFs
887
+ 1.05%
$19.57 - $21.4 $17.4K - $19K
85.8K $1.84M
HEI
Heico Corp

Industrials
134
+ 9.33%
$236.44 - $328.0 $31.7K - $44K
1.57K $514K
GVI
Ishares Tr

ETFs
837
+ 1.58%
$104.82 - $106.79 $87.7K - $89.4K
54K $5.76M
SOUN
Soundhound Ai, Inc.

Technology
2.11K
+ 5.13%
$7.18 - $11.76 $15.1K - $24.8K
43.1K $462K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
332
+ 2.0%
$52.84 - $65.52 $17.5K - $21.8K
16.9K $1.11M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
2.22K
+ 418.71%
N/A
2.74K $158K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
17.7K
+ 6.19%
$17.17 - $19.9 $304K - $353K
304K $5.85M
IGR
Cbre Global Real Estate Income Fund

Financial Services
23.5K
+ 123.18%
$4.33 - $5.29 $102K - $124K
42.6K $225K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
7.67K
+ 9.29%
$18.11 - $18.97 $139K - $146K
90.2K $1.7M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
4.48K
+ 47.3%
$26.4 - $29.61 $118K - $133K
14K $404K
DLY
Double Line Yield Opportunities Fund

N/A
9.22K
+ 26.22%
$14.45 - $16.11 $133K - $148K
44.4K $691K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
921
+ 6.25%
$37.77 - $48.45 $34.8K - $44.6K
15.7K $758K
RVT
Royce Value Trust, Inc.

Financial Services
5.52K
+ 10.35%
$12.5 - $15.21 $69K - $84K
58.9K $885K
NVMI
Nova Ltd.

Technology
12
+ 0.89%
$162.03 - $275.2 $1.94K - $3.3K
1.35K $372K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.49K
+ 35.73%
$67.03 - $80.35 $99.9K - $120K
5.66K $451K
NGG
National Grid PLC

Utilities
628
+ 7.16%
$62.74 - $74.79 $39.4K - $47K
9.4K $699K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1.43K
+ 7.74%
$24.46 - $33.16 $34.9K - $47.3K
19.9K $649K
GNW
Genworth Financial Inc

Financial Services
15.6K
+ 2175.31%
$6.12 - $7.89 $95.5K - $123K
16.3K $126K
DNP
Dnp Select Income Fund Inc

Financial Services
12.5K
+ 31.39%
$8.89 - $9.88 $111K - $123K
52.3K $512K
FLGV
Franklin Templeton ETF Trfrank

ETFs
5.81K
+ 19.77%
$20.16 - $20.7 $117K - $120K
35.2K $722K
UEC
Uranium Energy Corp

Energy
17.3K
+ 2927.92%
$4.0 - $7.05 $69.2K - $122K
17.9K $121K
AMAX
Starboard Invt Tr Rh Hedged Mu
13.3K
+ 55.73%
$7.12 - $7.94 $94.7K - $106K
37.2K $292K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
21.1K
+ 39.43%
$4.83 - $5.39 $102K - $114K
74.6K $402K
NOTE
Fiscal Note Holdings, Inc.

Technology
231K
+ 617.58%
$0.48 - $0.79 $111K - $182K
268K $144K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
10.1K
+ 12.44%
$8.45 - $9.78 $85.7K - $99.2K
91.7K $893K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.28K
+ 14.69%
$47.02 - $47.83 $107K - $109K
17.8K $851K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
973
+ 14.28%
$72.32 - $86.4 $70.4K - $84.1K
7.79K $672K
RMNI
Rimini Street, Inc.

Technology
28.1K
+ 147.89%
$2.94 - $3.86 $82.6K - $108K
47.1K $177K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
798
+ 16.08%
$110.2 - $126.21 $87.9K - $101K
5.76K $720K
ENVX
Enovix Corp

Industrials
3K
+ 11.44%
$5.46 - $10.53 $16.4K - $31.6K
29.3K $302K
FIVE
Five Below, Inc

Consumer Cyclical
368
+ 33.58%
$55.75 - $131.18 $20.5K - $48.3K
1.46K $192K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
15.6K
+ 25.02%
$5.32 - $6.56 $82.8K - $102K
77.7K $488K
PRIM
Primoris Services Corp

Industrials
1.21K
+ 159.31%
$52.66 - $80.05 $63.5K - $96.5K
1.96K $152K
Activity Summary
Buys All Purchases 1917 New Holdings 266 Increased Positions 1651 Sells All Sells 1237 Reductions 1236 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email