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
HUBG
Hub Group, Inc.

Industrials
1.15K
+ 333.82%
$31.29 - $38.01 $35.8K - $43.5K
1.49K $49K
FBT
First Trust Nyse Arca Biotechn

ETFs
496
+ 9.95%
$145.67 - $165.99 $72.3K - $82.3K
5.48K $884K
GPI
Group 1 Automotive Inc

Consumer Cyclical
27
+ 6.08%
$372.3 - $448.86 $10.1K - $12.1K
471 $205K
MSM
Msc Industrial Direct CO Inc

Industrials
359
+ 47.87%
$70.15 - $85.48 $25.2K - $30.7K
1.11K $94K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
2.46K
+ 19.48%
$14.83 - $16.07 $36.5K - $39.5K
15.1K $238K
PLUG
Plug Power Inc

Industrials
23.5K
+ 404.62%
$0.7 - $1.49 $16.5K - $35.1K
29.4K $43K
SLGN
Silgan Holdings Inc

Consumer Cyclical
308
+ 4.77%
$45.48 - $56.15 $14K - $17.3K
6.77K $366K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
3.42K
+ 9.96%
$15.44 - $16.72 $52.8K - $57.2K
37.8K $608K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
390
+ 0.66%
$20.29 - $21.52 $7.91K - $8.39K
59.6K $1.28M
SKYT
Sky Water Technology, Inc

Technology
1.25K
+ 15.43%
$5.85 - $10.45 $7.31K - $13.1K
9.35K $92K
TTC
Toro CO

Industrials
507
+ 84.5%
$63.51 - $77.8 $32.2K - $39.4K
1.11K $78K
BIT
Black Rock Multi Sector Income Trust

Financial Services
1.68K
+ 2.03%
$13.11 - $14.6 $22K - $24.5K
84.4K $1.23M
XLB
Select Sector Spdr Fd Material

ETFs
106
+ 0.79%
$74.27 - $88.92 $7.87K - $9.43K
13.5K $1.19M
MET
Metlife Inc

Financial Services
327
+ 0.61%
$68.42 - $82.49 $22.4K - $27K
54.2K $4.36M
CXE
Mfs High Income Municipal Trust

Financial Services
10K
+ 44.05%
$3.41 - $3.71 $34.1K - $37.1K
32.7K $117K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
2.16K
+ 2.56%
$9.13 - $10.58 $19.7K - $22.8K
86.5K $913K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.33K
+ 0.66%
$22.57 - $23.23 $30.1K - $30.9K
203K $4.71M
SURG
Surge Pays, Inc.

Technology
6K
+ 46.15%
$2.23 - $3.36 $13.4K - $20.2K
19K $59K
CBAT
Cbak Energy Technology, Inc.

Industrials
15.5K
+ 41.95%
$0.64 - $1.23 $9.93K - $19.1K
52.5K $61K
DAIO
Data I/O Corp

Technology
7K
+ 45.45%
$1.95 - $3.1 $13.7K - $21.7K
22.4K $69K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
843
+ 4.65%
$18.54 - $19.95 $15.6K - $16.8K
19K $371K
MEDP
Medpace Holdings, Inc.

Healthcare
73
+ 6.97%
$277.23 - $315.28 $20.2K - $23K
1.12K $351K
AIG
American International Group, Inc.

Financial Services
1.04K
+ 2.41%
$77.56 - $87.72 $80.3K - $90.8K
44K $3.76M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
2.54K
+ 32.57%
$10.82 - $12.71 $27.5K - $32.2K
10.3K $128K
EVRG
Evergy, Inc.

Utilities
451
+ 3.21%
$64.06 - $69.64 $28.9K - $31.4K
14.5K $1M
HCI
Hci Group, Inc.

Financial Services
150
+ 5.77%
$137.07 - $171.28 $20.6K - $25.7K
2.75K $418K
HTGC
Hercules Capital, Inc.

Financial Services
2.41K
+ 16.69%
$16.24 - $19.1 $39.2K - $46.1K
16.9K $308K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
200
+ 15.21%
$27.82 - $46.45 $5.56K - $9.29K
1.52K $70K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
50
+ 1.14%
$16.01 - $24.16 $801 - $1.21K
4.44K $107K
CRK
Comstock Resources Inc

Energy
25
+ 0.63%
$17.12 - $30.74 $428 - $769
4.03K $111K
NHI
National Health Investors Inc

Real Estate
509
+ 32.92%
$68.74 - $76.77 $35K - $39.1K
2.06K $144K
SSL
Sasol LTD

Basic Materials
6.07K
+ 47.57%
$2.93 - $5.45 $17.8K - $33.1K
18.8K $83K
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.11K
+ 2.42%
$13.37 - $15.25 $54.9K - $62.6K
174K $2.59M
PLD
Prologis, Inc.

Real Estate
4.07K
+ 6.82%
$89.76 - $112.34 $366K - $458K
63.8K $6.71M
SQ
Block, Inc.

Technology
491
+ 5.38%
N/A
9.62K $550K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
527
+ 4.97%
$46.47 - $47.67 $24.5K - $25.1K
11.1K $530K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
63
+ 0.32%
$13.46 - $16.8 $848 - $1.06K
19.5K $328K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
9
+ 0.18%
$34.38 - $44.36 $309 - $399
5.11K $226K
ASX
Ase Technology Holding Co., Ltd.

Technology
760
+ 6.09%
$7.42 - $10.65 $5.64K - $8.09K
13.2K $136K
CLNE
Clean Energy Fuels Corp.

Energy
14.2K
+ 1419900.0%
$1.32 - $2.08 $18.7K - $29.5K
14.2K $27K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
24
+ 0.04%
$7.2 - $8.65 $173 - $208
67.8K $586K
GIFI
Gulf Island Fabrication Inc

Industrials
3.57K
+ 19.91%
$5.81 - $7.19 $20.7K - $25.6K
21.5K $142K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
91
+ 0.15%
$20.93 - $22.05 $1.9K - $2.01K
61.4K $1.35M
OCGN
Ocugen, Inc.

Healthcare
24.5K
+ 197.99%
$0.58 - $1.2 $14.2K - $29.4K
36.8K $35K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
208
+ 0.68%
$7.35 - $9.25 $1.53K - $1.92K
30.7K $283K
LUV
Southwest Airlines CO

Industrials
935
+ 22.35%
$24.04 - $34.36 $22.5K - $32.1K
5.12K $166K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
2.71K
+ 9.55%
$8.41 - $9.25 $22.8K - $25.1K
31.1K $287K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
388
+ 179.63%
$49.85 - $64.51 $19.3K - $25K
604 $38K
NVTS
Navitas Semiconductor Corp

Technology
2.94K
+ 189.81%
$1.61 - $8.09 $4.74K - $23.8K
4.49K $29K
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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