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
JCE
Nuveen Core Equity Alpha Fund

Financial Services
1.95K
+ 6.91%
$12.84 - $15.5 $25.1K - $30.3K
30.2K $467K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.32K
+ 5.04%
$15.52 - $17.13 $35.9K - $39.7K
48.2K $825K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.23K
+ 4.58%
$46.77 - $47.89 $57.7K - $59.1K
28.2K $1.34M
MANH
Manhattan Associates Inc

Technology
59
+ 3.29%
$143.9 - $197.47 $8.49K - $11.7K
1.85K $365K
PFGC
Performance Food Group CO

Consumer Defensive
54
+ 0.96%
$71.62 - $89.56 $3.87K - $4.84K
5.67K $496K
QUBT
Quantum Computing Inc.

Technology
1.93K
+ 121.84%
$5.87 - $21.22 $11.3K - $40.8K
3.51K $67K
VALE
Vale S.A.

Basic Materials
7.89K
+ 9.94%
$8.26 - $10.1 $65.2K - $79.7K
87.3K $847K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
1.5K
+ 10.17%
$16.64 - $19.62 $25K - $29.4K
16.3K $318K
INSW
International Seaways, Inc.

Energy
1.42K
+ 240.1%
$28.76 - $40.96 $40.8K - $58.1K
2.01K $73K
SBUX
Starbucks Corp

Consumer Cyclical
7.98K
+ 7.62%
$79.69 - $99.41 $636K - $793K
113K $10.3M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
78
+ 0.12%
$47.97 - $54.0 $3.74K - $4.21K
62.8K $3.39M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
4.54K
+ 11.3%
$7.6 - $8.89 $34.5K - $40.3K
44.7K $397K
STEW
Boulder Growth & Income Fund

Financial Services
1.26K
+ 1.86%
$15.52 - $17.85 $19.6K - $22.5K
69.1K $1.22M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
360
+ 12.02%
$81.84 - $93.53 $29.5K - $33.7K
3.35K $310K
JBLU
Jetblue Airways Corp

Industrials
12K
+ 1113.17%
$3.43 - $5.42 $41.2K - $65K
13.1K $55K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.76K
+ 5.36%
$28.02 - $32.37 $49.4K - $57.1K
34.7K $1.1M
PCEF
Invesco Cef Income Composite E

ETFs
1.22K
+ 3.23%
$16.85 - $19.54 $20.5K - $23.7K
38.8K $758K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.47K
+ 1.72%
$22.43 - $23.23 $33K - $34.2K
87.1K $2.02M
JHML
John Hancock Multifactor Large

ETFs
24
+ 0.3%
$59.74 - $73.35 $1.43K - $1.76K
7.91K $580K
BIGZ
Black Rock Innovation & Growth Trust
7.34K
+ 14.61%
N/A
57.6K $380K
LEU
Centrus Energy Corp

Energy
9
+ 2.34%
$54.43 - $208.81 $490 - $1.88K
393 $71K
EQIX
Equinix Inc

Real Estate
123
+ 4.82%
$740.07 - $914.43 $91K - $112K
2.67K $2.13M
AOM
Ishares Tr Core Moderate Alloc

ETFs
148
+ 0.78%
$41.55 - $46.04 $6.15K - $6.81K
19.2K $883K
AVMU
American Centy ETF Travantis C

ETFs
1.36K
+ 7.0%
$43.44 - $45.67 $59K - $62K
20.8K $929K
SPFF
Global X Superincome Preferred

ETFs
5.33K
+ 10.72%
$8.34 - $8.97 $44.5K - $47.8K
55.1K $493K
SPIB
Spdr Portfolio Intermediate Te

ETFs
582
+ 0.73%
$32.62 - $33.58 $19K - $19.5K
80.4K $2.7M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
16K
+ 7819.12%
$2.57 - $4.95 $41K - $79K
16.2K $47K
DEO
Diageo PLC

Consumer Defensive
1.22K
+ 6.23%
$99.86 - $115.75 $122K - $141K
20.9K $2.1M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.06K
+ 25.27%
$26.66 - $33.09 $28.4K - $35.2K
5.28K $174K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.01K
+ 185.07%
$21.55 - $22.2 $43.3K - $44.6K
3.09K $68K
CFG
Citizens Financial Group Inc

Financial Services
16
+ 0.14%
$34.27 - $44.75 $548 - $716
11.5K $516K
ROAD
Construction Partners, Inc.

Industrials
348
+ 161.11%
$68.75 - $110.36 $23.9K - $38.4K
564 $59K
D
Dominion Energy, Inc

Utilities
226
+ 0.33%
$49.66 - $58.0 $11.2K - $13.1K
69.2K $3.91M
NMAI
Nuveen Multi Asset Income Fund

ETFs
2.13K
+ 7.7%
$10.75 - $12.65 $22.9K - $26.9K
29.8K $376K
PLMR
Palomar Holdings, Inc.

Financial Services
235
+ 49.16%
$129.99 - $175.67 $30.5K - $41.3K
713 $109K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
6.12K
+ 16.7%
$9.67 - $10.64 $59.1K - $65.1K
42.7K $429K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
19.8K
+ 26.39%
$1.9 - $2.13 $37.6K - $42.1K
94.7K $201K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
2.01K
+ 11.93%
$22.81 - $23.8 $45.8K - $47.8K
18.9K $439K
VRIG
Invesco Actively Managed ETF F

ETFs
1.64K
+ 6.39%
$24.89 - $25.14 $40.8K - $41.3K
27.3K $684K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
809
+ 14.14%
$35.42 - $43.89 $28.7K - $35.5K
6.53K $286K
ASTL
Algoma Steel Group Inc.

Basic Materials
373
+ 1.52%
$4.33 - $6.89 $1.62K - $2.57K
24.9K $171K
PFL
Pimco Income Strategy Fund

Financial Services
7.4K
+ 8.51%
$7.76 - $8.58 $57.4K - $63.5K
94.4K $787K
FNDA
Schwab Fundamental U S Small C

ETFs
1.15K
+ 26.16%
$23.85 - $28.69 $27.5K - $33.1K
5.56K $159K
APLE
Apple Hospitality Reit, Inc.

Real Estate
3.56K
+ 146.64%
$10.66 - $12.92 $37.9K - $46K
5.99K $69K
BHK
Blackrock Core Bond Trust

Financial Services
9.85K
+ 19.34%
$9.5 - $11.0 $93.6K - $108K
60.8K $590K
HRB
H&R Block Inc

Consumer Cyclical
697
+ 2.02%
$54.32 - $63.04 $37.9K - $43.9K
35.2K $1.93M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
350
+ 21.21%
$50.48 - $64.85 $17.7K - $22.7K
2K $129K
KIO
Kkr Income Opportunities Fund

Financial Services
2.05K
+ 4.51%
$10.99 - $12.56 $22.5K - $25.8K
47.5K $596K
DOLE
Dole PLC

Consumer Defensive
2.71K
+ 269.02%
$13.31 - $15.19 $36.1K - $41.1K
3.72K $51K
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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