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
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
110
+ 2.85%
$47.24 - $58.55 $5.2K - $6.44K
3.97K $232K
EWI
Ishares Inc Msci Italy ETF

ETFs
400
+ 41.37%
$36.6 - $48.32 $14.6K - $19.3K
1.37K $65K
HQL
Tekla Life Sciences Investors

Financial Services
1.69K
+ 5.2%
$10.87 - $13.02 $18.4K - $22K
34.2K $437K
GEVO
Gevo, Inc.

Basic Materials
9.25K
+ 11.05%
$1.02 - $1.38 $9.43K - $12.8K
93K $122K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
585
+ 1.09%
$24.66 - $25.17 $14.4K - $14.7K
54.2K $1.37M
KD
Kyndryl Holdings, Inc.

Technology
11
+ 0.48%
$27.77 - $41.96 $305 - $462
2.3K $96K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
7.6K
+ 5.2%
$11.35 - $12.45 $86.2K - $94.6K
154K $1.83M
CAG
Conagra Brands Inc.

Consumer Defensive
8.29K
+ 35.2%
$20.4 - $26.78 $169K - $222K
31.8K $651K
PAAS
Pan American Silver Corp

Basic Materials
625
+ 25.77%
$21.49 - $29.35 $13.4K - $18.3K
3.05K $86K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
402
+ 8.02%
$58.95 - $66.19 $23.7K - $26.6K
5.42K $352K
ALGT
Allegiant Travel CO

Industrials
373
+ 43.68%
$40.9 - $59.35 $15.3K - $22.1K
1.23K $67K
SIZE
Ishares Msci Usa Size Factor E

ETFs
8
+ 0.34%
$128.15 - $154.54 $1.03K - $1.24K
2.36K $364K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
302
+ 1.74%
$43.65 - $45.44 $13.2K - $13.7K
17.6K $800K
PBT
Permian Basin Royalty Trust

Energy
1.3K
+ 53.05%
$8.81 - $12.46 $11.5K - $16.2K
3.76K $46K
PVAL
Putnam ETF Tr Putnam Focused L
237
+ 3.9%
$33.6 - $40.23 $7.96K - $9.53K
6.31K $253K
GPS
Gap Inc

Consumer Cyclical
1.02K
+ 66.32%
N/A
2.55K $51K
HFRO
Highland Income Fund\Ma

Financial Services
4.14K
+ 3.52%
$4.47 - $5.28 $18.5K - $21.9K
122K $633K
IGF
Ishares Global Infrastructure

ETFs
256
+ 20.35%
$50.55 - $59.83 $12.9K - $15.3K
1.51K $89K
REKR
Rekor Systems, Inc.

Technology
13.7K
+ 74.64%
$0.68 - $1.6 $9.32K - $21.9K
32.1K $37K
TDY
Teledyne Technologies Inc

Technology
36
+ 27.69%
$435.54 - $512.31 $15.7K - $18.4K
166 $85K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
227
+ 181.6%
$66.94 - $88.47 $15.2K - $20.1K
352 $29K
EAD
Allspring Income Opportunities Fund

Financial Services
1.42K
+ 2.93%
$6.11 - $7.06 $8.68K - $10K
49.8K $351K
GDL
Gdl Fund

Financial Services
912
+ 0.72%
$7.83 - $8.4 $7.14K - $7.66K
127K $1.06M
HAS
Hasbro, Inc.

Consumer Cyclical
184
+ 36.65%
$50.71 - $73.82 $9.33K - $13.6K
686 $50K
DTH
Wisdomtree Tr

ETFs
33
+ 0.66%
$37.84 - $46.83 $1.25K - $1.55K
5K $231K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
326
+ 44.35%
$46.92 - $55.01 $15.3K - $17.9K
1.06K $57K
LYG
Lloyds Banking Group PLC

Financial Services
2.82K
+ 17.22%
$3.32 - $4.29 $9.35K - $12.1K
19.2K $81K
PII
Polaris Inc.

Consumer Cyclical
477
+ 34.07%
$31.97 - $42.61 $15.2K - $20.3K
1.88K $76K
TRMD
Torm PLC

Energy
910
+ 5.44%
$13.97 - $19.2 $12.7K - $17.5K
17.7K $294K
IIGD
Invesco Exch Trd Self Indexed

ETFs
323
+ 0.64%
$24.24 - $24.69 $7.83K - $7.97K
50.9K $1.26M
FNDC
Schwab Fundamental Intl Small

ETFs
203
+ 12.15%
$32.97 - $42.05 $6.69K - $8.54K
1.87K $78K
SFNC
Simmons First National Corp

Financial Services
2.01K
+ 15.43%
$17.39 - $20.55 $35K - $41.3K
15K $285K
STAG
Stag Industrial, Inc.

Real Estate
446
+ 4.48%
$30.08 - $37.02 $13.4K - $16.5K
10.4K $377K
WTFC
Wintrust Financial Corp

Financial Services
100
+ 20.58%
$95.17 - $124.21 $9.52K - $12.4K
586 $72K
CSR
Centerspace

Real Estate
1.36K
+ 9.56%
$56.21 - $65.22 $76.4K - $88.7K
15.6K $937K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
49
+ 2.12%
$89.4 - $99.04 $4.38K - $4.85K
2.36K $227K
GBCI
Glacier Bancorp, Inc.

Financial Services
401
+ 308.46%
$37.85 - $44.51 $15.2K - $17.8K
531 $22K
GGG
Graco Inc

Industrials
87
+ 2.33%
$74.02 - $87.26 $6.44K - $7.59K
3.82K $328K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
129
+ 5.2%
$39.84 - $49.59 $5.14K - $6.4K
2.61K $129K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
227
+ 3.28%
$19.51 - $23.9 $4.43K - $5.43K
7.15K $170K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
737
+ 1.97%
$21.01 - $21.59 $15.5K - $15.9K
38.2K $822K
HISF
First Tr Exc Traded Fd Iv High

ETFs
124
+ 0.61%
$43.4 - $44.71 $5.38K - $5.54K
20.5K $918K
GILT
Gilat Satellite Networks LTD

Technology
2.12K
+ 2120.0%
$5.47 - $7.09 $11.6K - $15K
2.22K $15K
SHEL
Shell PLC

Energy
4.5K
+ 4.29%
$59.75 - $73.05 $269K - $329K
109K $7.71M
WDS
Woodside Energy Group LTD

Energy
750
+ 21.92%
$11.5 - $16.77 $8.63K - $12.6K
4.17K $64K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
124
+ 4.39%
$167.22 - $212.42 $20.7K - $26.3K
2.95K $583K
LVHI
Franklin International Low Vol

ETFs
394
+ 18.27%
$28.91 - $33.28 $11.4K - $13.1K
2.55K $83K
GMED
Globus Medical Inc

Healthcare
1.58K
+ 28.07%
$55.82 - $75.5 $88.1K - $119K
7.2K $425K
JHI
John Hancock Investors Trust

Financial Services
234
+ 0.61%
$12.41 - $13.85 $2.9K - $3.24K
38.7K $535K
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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