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
OTIS
Otis Worldwide Corp

Industrials
1.2K
+ 13.25%
$90.88 - $104.3 $109K - $125K
10.2K $1.01M
DMAR
First Tr Ex Tr Viii Cboe Vest
1.32K
+ 9.57%
$35.55 - $39.57 $47.1K - $52.4K
15.2K $600K
NTR
Nutrien Ltd.

Basic Materials
315
+ 4.56%
$46.88 - $62.89 $14.8K - $19.8K
7.22K $420K
HUM
Humana Inc

Healthcare
455
+ 26.42%
$224.93 - $295.04 $102K - $134K
2.18K $532K
AIA
Ishares S&P Asia 50 ETF

ETFs
313
+ 5.32%
$60.67 - $81.71 $19K - $25.6K
6.2K $502K
VOX
Vanguard Communication Service

ETFs
20
+ 0.62%
$133.12 - $171.03 $2.66K - $3.42K
3.22K $551K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
5.53K
+ 17.1%
$13.57 - $16.83 $75.1K - $93.1K
37.9K $590K
CRS
Carpenter Technology Corp

Industrials
268
+ 2061.54%
$151.3 - $276.38 $40.5K - $74.1K
281 $77K
GNRC
Generac Holdings Inc.

Industrials
237
+ 9.72%
$101.92 - $143.21 $24.2K - $33.9K
2.68K $383K
PGF
Invesco Exchange Traded Fd Tr

ETFs
5.57K
+ 26.04%
$13.7 - $14.31 $76.4K - $79.8K
27K $380K
DT
Dynatrace, Inc.

Technology
6
+ 0.07%
$41.21 - $55.9 $247 - $335
9.14K $504K
HLN
Haleon PLC

Healthcare
6.51K
+ 11.23%
$9.27 - $11.41 $60.4K - $74.3K
64.5K $669K
MTLS
Materialise Nv

Technology
13K
+ 19063.24%
$4.16 - $5.89 $53.9K - $76.4K
13K $73K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
6.87K
+ 29.85%
$6.66 - $8.12 $45.7K - $55.7K
29.9K $242K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
563
+ 8.83%
$55.86 - $68.61 $31.4K - $38.6K
6.94K $475K
SU
Suncor Energy Inc

Energy
4.04K
+ 6.41%
$31.54 - $41.04 $128K - $166K
67.1K $2.51M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
1.03K
+ 7.4%
$20.72 - $25.75 $21.4K - $26.6K
15K $385K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.7K
+ 13.27%
$25.0 - $30.93 $42.4K - $52.5K
14.5K $417K
III
Information Services Group Inc.

Technology
10.5K
+ 49.31%
$3.45 - $4.96 $36.1K - $51.9K
31.7K $152K
NWL
Newell Brands Inc.

Consumer Defensive
13.3K
+ 609.05%
$4.48 - $6.27 $59.7K - $83.6K
15.5K $83K
OMF
One Main Holdings, Inc.

Financial Services
239
+ 3.44%
$40.42 - $57.0 $9.66K - $13.6K
7.18K $409K
BTU
Peabody Energy Corp

Energy
5.58K
+ 16.72%
$10.31 - $15.28 $57.5K - $85.2K
38.9K $522K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.71K
+ 16.11%
$23.32 - $24.45 $63.1K - $66.1K
19.5K $476K
FBNC
First Bancorp

Financial Services
69
+ 0.42%
$36.02 - $44.09 $2.49K - $3.04K
16.3K $720K
COLL
Collegium Pharmaceutical, Inc

Healthcare
2.29K
+ 304.65%
$24.67 - $30.44 $56.6K - $69.8K
3.05K $90K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.08K
+ 5.41%
$34.34 - $40.99 $37.2K - $44.4K
21.1K $859K
LPG
Dorian Lpg Ltd.

Energy
2.58K
+ 178.28%
$17.34 - $25.75 $44.7K - $66.4K
4.02K $98K
EMN
Eastman Chemical CO

Basic Materials
2.21K
+ 30.16%
$72.7 - $88.29 $160K - $195K
9.52K $710K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.24K
+ 6.71%
$40.82 - $43.14 $50.7K - $53.6K
19.8K $852K
AXS
Axis Capital Holdings LTD

Financial Services
353
+ 4.49%
$87.23 - $106.93 $30.8K - $37.7K
8.21K $852K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.32K
+ 63.74%
$47.09 - $48.01 $62.3K - $63.5K
3.4K $163K
EXPE
Expedia Group, Inc.

Consumer Cyclical
364
+ 6.67%
$136.63 - $176.62 $49.7K - $64.3K
5.82K $981K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
76
+ 3.14%
$153.22 - $199.8 $11.6K - $15.2K
2.5K $468K
FTHI
First Trust Exchange Traded Fd

ETFs
834
+ 1.85%
$19.66 - $22.85 $16.4K - $19.1K
45.9K $1.05M
FVAL
Fidelity Covington Tr Value Fa

ETFs
501
+ 6.89%
$52.8 - $63.87 $26.5K - $32K
7.78K $496K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
1.9K
+ 11.16%
$27.01 - $28.59 $51.4K - $54.4K
19K $542K
BBSI
Barrett Business Services Inc

Industrials
1.46K
+ 270.19%
$38.05 - $42.61 $55.5K - $62.2K
2K $83K
IIM
Invesco Value Municipal Income Trust

Financial Services
6.87K
+ 11.89%
$11.31 - $12.11 $77.7K - $83.1K
64.6K $751K
TYL
Tyler Technologies Inc

Technology
98
+ 39.04%
$521.68 - $592.84 $51.1K - $58.1K
349 $206K
CNQ
Canadian Natural Resources LTD

Energy
734
+ 1.2%
$25.14 - $34.01 $18.5K - $25K
61.9K $1.94M
CATY
Cathay General Bancorp

Financial Services
1.3K
+ 319.7%
$37.32 - $45.67 $48.4K - $59.3K
1.7K $77K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.03K
+ 9.36%
$35.95 - $42.85 $37K - $44K
12K $506K
MHO
M/I Homes, Inc.

Consumer Cyclical
584
+ 24.49%
$103.9 - $115.72 $60.7K - $67.6K
2.97K $332K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
159
+ 0.67%
$31.4 - $37.18 $4.99K - $5.91K
23.7K $882K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
4.99K
+ 20.97%
$9.86 - $10.92 $49.2K - $54.5K
28.8K $314K
FFIV
F5, Inc.

Technology
110
+ 11.38%
$239.25 - $295.9 $26.3K - $32.5K
1.08K $316K
SBSW
Sibanye Stillwater LTD

Basic Materials
6K
+ 120.0%
$3.22 - $7.55 $19.3K - $45.3K
11K $79K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
373
+ 1.37%
$24.63 - $29.39 $9.19K - $11K
27.5K $794K
OHI
Omega Healthcare Investors Inc

Real Estate
2.67K
+ 9.2%
$35.55 - $39.05 $95K - $104K
31.7K $1.16M
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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