New Edge Advisors, LLC Incresed Positions in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8
+ 0.05%
$47.33 - $47.92 $379 - $383
15.5K $738K
INN
Summit Hotel Properties, Inc.

Real Estate
547
+ 581.91%
$5.4 - $6.84 $2.95K - $3.74K
641 $3K
TNDM
Tandem Diabetes Care Inc

Healthcare
294
+ 186.08%
$17.89 - $37.53 $5.26K - $11K
452 $8K
DNL
Wiswisdomtree Tr

ETFs
103
+ 22.64%
$35.56 - $38.21 $3.66K - $3.94K
558 $19K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
61
+ 22.18%
$87.72 - $111.91 $5.35K - $6.83K
336 $30K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
4
+ 0.03%
$19.51 - $20.4 $78 - $81.6
13.5K $269K
PMX
Pimco Municipal Income Fund Iii

Financial Services
1.86K
+ 3.81%
$7.07 - $7.53 $13.1K - $14K
50.6K $362K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
60
+ 1.42%
$19.7 - $20.61 $1.18K - $1.24K
4.3K $86K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
45
+ 0.69%
$13.59 - $14.05 $612 - $632
6.56K $90K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
38
+ 2.1%
$8.25 - $8.79 $314 - $334
1.85K $16K
BMO
Bank Of Montreal

Financial Services
25
+ 104.17%
$94.92 - $104.14 $2.37K - $2.6K
49 $4K
CENX
Century Aluminum CO

Basic Materials
112
+ 1244.44%
$16.6 - $21.83 $1.86K - $2.44K
121 $2K
CHRD
Oasis Petroleum Inc.

Energy
30
+ 9.4%
$101.34 - $127.78 $3.04K - $3.83K
349 $39K
FPI
Farmland Partners Inc.

Real Estate
322
+ 22.13%
$10.72 - $12.51 $3.45K - $4.03K
1.78K $19K
FDHY
Fidelity Covington Trust High

ETFs
56
+ 13.97%
$47.92 - $49.1 $2.68K - $2.75K
457 $21K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
42
+ 100.0%
$45.62 - $51.12 $1.92K - $2.15K
84 $4K
GPS
Gap Inc

Consumer Cyclical
105
+ 7.34%
N/A
1.54K $30K
INFA
Informatica Inc.

Technology
158
+ 250.79%
$17.39 - $26.5 $2.75K - $4.19K
221 $3K
IYR
Ishares Tr

ETFs
3
+ 0.38%
$89.49 - $98.98 $268 - $297
793 $75K
KIO
Kkr Income Opportunities Fund

Financial Services
3.84K
+ 9.24%
$12.16 - $13.6 $46.7K - $52.3K
45.5K $558K
NEXT
Next Decade Corp.

Energy
245
+ 20.42%
$6.75 - $9.43 $1.65K - $2.31K
1.45K $11K
RUM
Rumble Inc.

Technology
304
+ 821.62%
$7.07 - $13.77 $2.15K - $4.19K
341 $2K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
45
+ 0.71%
$120.5 - $145.97 $5.42K - $6.57K
6.39K $842K
SSYS
Stratasys Ltd.

Technology
200
+ 81.63%
$8.58 - $12.85 $1.72K - $2.57K
445 $4K
SYM
Symbotic Inc.

Financial Services
169
+ 31.65%
$20.16 - $33.5 $3.41K - $5.66K
703 $14K
WIX
Wix.Com Ltd.

Technology
25
+ 89.29%
$163.38 - $246.76 $4.08K - $6.17K
53 $8K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
9
+ 0.06%
$6.04 - $6.31 $54.4 - $56.8
14.7K $90K
BEP
Brookfield Renewable Partners L.P.

Utilities
75
+ 8.62%
$20.03 - $23.79 $1.5K - $1.78K
945 $20K
BHF
Brighthouse Financial, Inc.

Financial Services
12
+ 17.65%
$45.74 - $62.97 $549 - $756
80 $4K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1
+ 0.8%
$65.49 - $74.67 $65.5 - $74.7
126 $9K
APPN
Appian Corp

Technology
80
+ 22.86%
$28.81 - $37.23 $2.3K - $2.98K
430 $12K
AVPT
Ave Point, Inc.

Technology
116
+ 1160.0%
$13.5 - $19.8 $1.57K - $2.3K
126 $1K
CX
Cemex Sab De Cv

Basic Materials
34
+ 9.88%
$5.36 - $6.78 $182 - $231
378 $2K
CAG
Conagra Brands Inc.

Consumer Defensive
954
+ 4.22%
$23.9 - $27.67 $22.8K - $26.4K
23.5K $627K
CUBE
Cube Smart

Real Estate
5
+ 1.26%
$40.23 - $43.23 $201 - $216
401 $17K
DOCN
Digital Ocean Holdings, Inc.

Technology
53
+ 1060.0%
$33.39 - $46.69 $1.77K - $2.47K
58 $1K
ERIC
Ericsson Lm Telephone CO

Technology
172
+ 1720.0%
$7.47 - $8.9 $1.28K - $1.53K
182 $1K
GTX
Garrett Motion Inc.

Consumer Cyclical
227
+ 21.87%
$8.18 - $9.99 $1.86K - $2.27K
1.27K $10K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
34
+ 48.57%
$30.46 - $36.6 $1.04K - $1.24K
104 $3K
INVH
Invitation Homes Inc.

Real Estate
3
+ 1.21%
$30.28 - $34.85 $90.8 - $105
251 $8K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
1
+ 0.46%
$39.95 - $42.5 $40 - $42.5
219 $9K
KD
Kyndryl Holdings, Inc.

Technology
245
+ 11.97%
$31.32 - $43.45 $7.67K - $10.6K
2.29K $71K
LADR
Ladder Capital Corp

Real Estate
26
+ 1.75%
$10.81 - $11.87 $281 - $309
1.51K $17K
PRGS
Progress Software Corp

Technology
31
+ 1033.33%
$51.39 - $65.26 $1.59K - $2.02K
34 $1K
RIGS
Riverfront Strategic Income Fd

ETFs
11
+ 13.41%
$22.48 - $23.24 $247 - $256
93 $2K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
99
+ 1.85%
$14.78 - $15.71 $1.46K - $1.56K
5.44K $80K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
11
+ 0.43%
$178.65 - $194.73 $1.97K - $2.14K
2.59K $476K
IHY
Vaneck ETF Tr International Hi

ETFs
5
+ 0.79%
$20.36 - $21.2 $102 - $106
636 $13K
WRBY
Warby Parker Inc.

Healthcare
450
+ 37.5%
$17.82 - $28.42 $8.02K - $12.8K
1.65K $30K
Activity Summary
Buys All Purchases 1775 New Holdings 269 Increased Positions 1506 Sells All Sells 1307 Reductions 1307 Sold out 0 Options Calls 0 Puts 0
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