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
NAD
Nuveen Quality Municipal Income Fund

Financial Services
12.6K
+ 8.6%
$10.78 - $11.57 $135K - $145K
159K $1.79M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
1.34K
+ 11.78%
$23.76 - $32.49 $31.8K - $43.5K
12.7K $412K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
4.68K
+ 3.52%
$21.37 - $22.67 $100K - $106K
138K $3.11M
HIMX
Himax Technologies, Inc.

Technology
11.5K
+ 826.83%
$5.89 - $9.44 $67.7K - $108K
12.9K $115K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
987
+ 11.87%
$42.95 - $53.21 $42.4K - $52.5K
9.31K $495K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.91K
+ 3.9%
$18.83 - $19.22 $111K - $114K
157K $3.01M
MLPA
Global X Mlp ETF

ETFs
7.01K
+ 8.53%
$46.47 - $54.16 $326K - $380K
89.2K $4.48M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
1.92K
+ 10.59%
$30.28 - $36.05 $58.1K - $69.2K
20K $722K
MLI
Mueller Industries Inc

Industrials
663
+ 4.5%
$68.45 - $79.6 $45.4K - $52.8K
15.4K $1.22M
MGV
Vanguard Mega Cap Value

ETFs
570
+ 4.92%
$114.87 - $131.25 $65.5K - $74.8K
12.2K $1.6M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.97K
+ 6.42%
$50.48 - $50.71 $99.3K - $99.8K
32.6K $1.65M
ITAN
Ea Series Trust Sparkline Inta

ETFs
98
+ 0.26%
$26.12 - $32.3 $2.56K - $3.17K
38.5K $1.24M
IMO
Imperial Oil LTD

Energy
184
+ 1.55%
$60.22 - $81.91 $11.1K - $15.1K
12.1K $959K
MRNA
Moderna, Inc.

Healthcare
3.97K
+ 34.25%
$23.65 - $28.54 $93.8K - $113K
15.5K $428K
OWL
Blue Owl Capital Inc.

Financial Services
18.1K
+ 6.05%
$15.9 - $21.16 $287K - $382K
316K $6.08M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.3K
+ 3.86%
$7.05 - $8.02 $72.9K - $82.9K
279K $2.23M
DFIS
Dimensional ETF Tr Dimensional

ETFs
323
+ 1.46%
$23.2 - $29.84 $7.49K - $9.64K
22.4K $669K
UTHR
United Therapeutics Corp

Healthcare
403
+ 47.19%
$276.47 - $328.4 $111K - $132K
1.26K $361K
WRB
Berkley W R Corp

Financial Services
1.06K
+ 12.04%
$64.28 - $75.17 $67.9K - $79.4K
9.83K $721K
LECO
Lincoln Electric Holdings Inc

Industrials
249
+ 10.05%
$167.18 - $211.38 $41.6K - $52.6K
2.73K $565K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
3.29K
+ 12.99%
$19.33 - $22.25 $63.5K - $73.1K
28.6K $635K
UBSI
United Bankshares Inc

Financial Services
690
+ 1.71%
$31.5 - $37.32 $21.7K - $25.8K
41K $1.49M
FTA
First Tr Large Cap Value

ETFs
583
+ 2.3%
$67.12 - $78.63 $39.1K - $45.8K
26K $2.04M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
4.1K
+ 69.14%
$21.85 - $22.76 $89.7K - $93.4K
10K $228K
SANA
Sana Biotechnology, Inc.

Healthcare
34.3K
+ 11443.33%
$1.34 - $2.97 $46K - $102K
34.6K $94K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
916
+ 0.7%
$82.21 - $83.12 $75.3K - $76.1K
132K $10.9M
MCO
Moodys Corp

Financial Services
86
+ 6.22%
$396.7 - $501.59 $34.1K - $43.1K
1.47K $736K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
25K
+ 2422.33%
$1.46 - $3.71 $36.4K - $92.6K
26K $93K
CRGY
Crescent Energy CO

Energy
11.1K
+ 1227.89%
$7.29 - $11.18 $80.6K - $124K
12K $102K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
6K
+ 36.08%
$15.76 - $16.82 $94.6K - $101K
22.6K $367K
IDU
Ishares Tr U S Utils ETF

ETFs
244
+ 1.18%
$93.98 - $106.11 $22.9K - $25.9K
20.9K $2.18M
CCK
Crown Holdings Inc

Consumer Cyclical
79
+ 1.34%
$78.47 - $104.45 $6.2K - $8.25K
6K $617K
PFBC
Preferred Bank

Financial Services
1.02K
+ 350.68%
$75.32 - $87.67 $77.1K - $89.8K
1.32K $113K
A
Agilent Technologies, Inc.

Healthcare
591
+ 3.35%
$99.29 - $120.52 $58.7K - $71.2K
18.2K $2.15M
IFN
India Fund Inc

Financial Services
4.75K
+ 39.84%
$13.8 - $16.82 $65.5K - $79.9K
16.7K $275K
TOL
Toll Brothers, Inc.

Consumer Cyclical
340
+ 5.8%
$90.5 - $114.3 $30.8K - $38.9K
6.2K $707K
SLRC
Slr Investment Corp.

Financial Services
9.46K
+ 10.51%
$14.19 - $17.01 $134K - $161K
99.5K $1.61M
TDC
Teradata Corp

Technology
4.01K
+ 36.11%
$19.2 - $23.59 $76.9K - $94.5K
15.1K $336K
BGNE
Bei Gene, Ltd.

Healthcare
379
+ 32.31%
N/A
1.55K $351K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
3.53K
+ 6.52%
$25.69 - $26.9 $90.8K - $95K
57.7K $1.53M
ESLT
Elbit Systems LTD

Industrials
92
+ 14.35%
$364.73 - $454.9 $33.6K - $41.9K
733 $329K
GSL
Global Ship Lease, Inc.

Industrials
1.13K
+ 7.13%
$18.25 - $26.77 $20.6K - $30.2K
16.9K $445K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
1.79K
+ 22.88%
$48.64 - $50.07 $87.2K - $89.8K
9.63K $476K
BAH
Booz Allen Hamilton Holding Corp

Industrials
844
+ 7.18%
$99.97 - $129.69 $84.4K - $109K
12.6K $1.31M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
964
+ 8.09%
$38.29 - $44.77 $36.9K - $43.2K
12.9K $576K
FNDX
Schwab Fundamental U S Large C

ETFs
297
+ 0.37%
$20.84 - $24.54 $6.19K - $7.29K
79.9K $1.96M
VOOV
Vanguard S&P 500 Value ETF

ETFs
269
+ 3.87%
$162.65 - $188.71 $43.8K - $50.8K
7.21K $1.36M
CTRE
Care Trust Reit, Inc.

Real Estate
456
+ 1.36%
$26.65 - $30.69 $12.2K - $14K
34.1K $1.04M
NDSN
Nordson Corp

Industrials
71
+ 1.37%
$167.51 - $223.5 $11.9K - $15.9K
5.27K $1.13M
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
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