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
NRP
Natural Resource Partners LP

Energy
157
+ 144.04%
$89.14 - $105.48 $14K - $16.6K
266 $25K
MYPS
Playstudios, Inc.

Communication Services
6.69K
+ 4.99%
$1.17 - $1.66 $7.82K - $11.1K
141K $184K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
140
+ 147.37%
$62.18 - $94.42 $8.71K - $13.2K
235 $22K
TIXT
Telus International (Cda) Inc.

Technology
3.79K
+ 3080.49%
$2.2 - $3.71 $8.34K - $14.1K
3.91K $14K
BIIB
Biogen Inc.

Healthcare
316
+ 13.41%
$113.38 - $135.49 $35.8K - $42.8K
2.67K $335K
DCI
Donaldson CO Inc

Industrials
2
+ 0.04%
$59.18 - $71.02 $118 - $142
5.57K $386K
SMIN
Ishares Msci India Small Cap I

ETFs
150
+ 81.52%
$64.64 - $77.18 $9.7K - $11.6K
334 $25K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
30
+ 23.08%
$164.46 - $237.28 $4.93K - $7.12K
160 $37K
TDOC
Teladoc Health, Inc.

Healthcare
512
+ 4.53%
$6.51 - $8.71 $3.33K - $4.46K
11.8K $102K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
407
+ 6783.33%
$25.21 - $34.03 $10.3K - $13.9K
413 $12K
CSWI
Csw Industrials, Inc.

Industrials
62
+ 5.25%
$254.34 - $336.43 $15.8K - $20.9K
1.24K $356K
FNB
Fnb Corp

Financial Services
3
+ 0.03%
$11.48 - $14.58 $34.4 - $43.7
9.89K $144K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
6.73K
+ 7.03%
$61.03 - $67.59 $410K - $455K
102K $6.55M
CATH
Global X Fds Global X S&P 500

ETFs
19
+ 1.37%
$59.85 - $75.45 $1.14K - $1.43K
1.4K $105K
AOK
Ishares Tr Core Conservative A

ETFs
250
+ 13.93%
$36.09 - $39.07 $9.02K - $9.77K
2.05K $79K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
5
+ 0.25%
$65.41 - $79.66 $327 - $398
2K $159K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
3.36K
+ 2.55%
$14.02 - $15.15 $47.1K - $50.9K
135K $2M
KOMP
Spdr S&P Kensho New Economies

ETFs
155
+ 40.26%
$40.86 - $54.38 $6.33K - $8.43K
540 $29K
RNA
Avidity Biosciences, Inc.

Healthcare
1.31K
+ 5.47%
$24.08 - $36.24 $31.4K - $47.3K
25.1K $714K
CUE
Cue Biopharma, Inc.

Healthcare
17.5K
+ 684.31%
$0.58 - $0.86 $10.1K - $15K
20K $13K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
11
+ 0.16%
$42.02 - $50.36 $462 - $554
6.68K $333K
NTLA
Intellia Therapeutics, Inc.

Healthcare
800
+ 53.87%
$6.28 - $9.67 $5.02K - $7.74K
2.29K $21K
MSB
Mesabi Trust

Basic Materials
587
+ 57.27%
$22.73 - $28.99 $13.3K - $17K
1.61K $38K
AINV
Apollo Investment Corp

Financial Services
1K
+ 4.27%
N/A
24.4K $271K
ONB
Old National Bancorp

Financial Services
379
+ 1.73%
$17.95 - $22.57 $6.8K - $8.55K
22.2K $474K
SWX
Southwest Gas Holdings, Inc.

Utilities
37
+ 1.26%
$66.91 - $76.44 $2.48K - $2.83K
2.98K $221K
RUN
Sunrun Inc.

Technology
900
+ 62.5%
$5.67 - $12.85 $5.1K - $11.6K
2.34K $19K
CXSE
Wisdomtree Tr China Ex State O

ETFs
97
+ 0.46%
$28.05 - $34.82 $2.72K - $3.38K
21.3K $733K
ZIMV
Zim Vie Inc.

Healthcare
1.26K
+ 12570.0%
$8.28 - $10.56 $10.4K - $13.3K
1.27K $11K
SJM
J M Smucker CO

Consumer Defensive
987
+ 23.08%
$94.41 - $118.52 $93.2K - $117K
5.26K $516K
AGNC
Agnc Investment Corp.

Real Estate
2.12K
+ 8.5%
$8.12 - $9.49 $17.2K - $20.1K
27.1K $248K
ATO
Atmos Energy Corp

Utilities
96
+ 0.98%
$145.06 - $162.66 $13.9K - $15.6K
9.91K $1.53M
AZZ
Azz Inc

Industrials
20
+ 2.49%
$75.58 - $95.07 $1.51K - $1.9K
822 $77K
MILN
Global X Funds Global X Millen

ETFs
62
+ 5.07%
$38.03 - $48.8 $2.36K - $3.03K
1.29K $62K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
180
+ 28.85%
$42.56 - $50.32 $7.66K - $9.06K
804 $40K
ICLN
Ishares

ETFs
11
+ 0.19%
$10.56 - $13.31 $116 - $146
5.81K $76K
KIM
Kimco Realty Corp

Real Estate
762
+ 3.3%
$18.7 - $21.69 $14.2K - $16.5K
23.9K $501K
PVH
Pvh Corp.

Consumer Cyclical
143
+ 433.33%
$60.5 - $87.28 $8.65K - $12.5K
176 $12K
RLGT
Radiant Logistics, Inc

Industrials
1.83K
+ 12.6%
$5.57 - $6.54 $10.2K - $12K
16.4K $99K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.43K
+ 28.12%
$3.97 - $5.84 $9.64K - $14.2K
11.1K $55K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
440
+ 14.43%
$9.05 - $12.22 $3.98K - $5.38K
3.49K $40K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
300
+ 0.59%
$10.85 - $11.98 $3.26K - $3.59K
50.7K $605K
ASIX
Advan Six Inc.

Basic Materials
400
+ 2222.22%
$18.69 - $24.81 $7.48K - $9.92K
418 $9K
AB
Alliancebernstein Holding L.P.

Financial Services
19
+ 0.58%
$33.0 - $41.77 $627 - $794
3.3K $134K
RFFC
Alps ETF Tr Riverfront Dynamic

ETFs
1
+ 0.05%
$49.72 - $60.14 $49.7 - $60.1
1.94K $116K
ABEV
Ambev S.A.

Consumer Defensive
3.47K
+ 21.75%
$2.15 - $2.55 $7.46K - $8.85K
19.4K $46K
AAL
American Airlines Group Inc.

Industrials
823
+ 6.62%
N/A
13.3K $146K
AI
C3.Ai, Inc.

Technology
10
+ 0.41%
$18.24 - $27.8 $182 - $278
2.45K $60K
CLFD
Clearfield, Inc.

Technology
211
+ 2110.0%
$25.24 - $43.41 $5.33K - $9.16K
221 $9K
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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