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
CMT
Core Molding Technologies Inc

Basic Materials
503
+ 133.42%
$14.11 - $17.16 $7.1K - $8.63K
880 $14K
FDHY
Fidelity Covington Trust High

ETFs
158
+ 34.57%
$46.01 - $48.93 $7.27K - $7.73K
615 $30K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
171
+ 22.56%
$33.13 - $40.67 $5.67K - $6.95K
929 $37K
REG
Regency Centers Corp

Real Estate
140
+ 50.72%
$65.48 - $74.74 $9.17K - $10.5K
416 $29K
RS
Reliance Steel & Aluminum CO

Basic Materials
1
+ 0.3%
$262.08 - $316.81 $262 - $317
332 $104K
SPSB
Spdr Portfolio Short Term Corp

ETFs
117
+ 0.2%
$29.82 - $30.19 $3.49K - $3.53K
59.5K $1.8M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
488
+ 0.58%
$9.74 - $10.75 $4.75K - $5.25K
84.9K $911K
DRIV
Global X Fds Global X Autonomo

ETFs
105
+ 4.54%
$17.75 - $23.51 $1.86K - $2.47K
2.42K $56K
STLG
Ishares Factors Us Growth Styl

ETFs
164
+ 9.2%
N/A
1.95K $97K
LEN
Lennar Corp

Consumer Cyclical
254
+ 5.28%
$102.76 - $115.66 $26.1K - $29.4K
5.06K $559K
JRS
Nuveen Real Estate Income Fund

Financial Services
1K
+ 2502.5%
$6.92 - $8.3 $6.93K - $8.31K
1.04K $8K
RSSS
Research Solutions, Inc.

Technology
220
+ 0.81%
$2.36 - $3.08 $519 - $678
27.4K $78K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 0.03%
$23.87 - $29.82 $23.9 - $29.8
2.95K $87K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
48
+ 25.13%
$76.98 - $98.31 $3.7K - $4.72K
239 $23K
LGOV
First Tr ETF Iv Long Duration

ETFs
1.22K
+ 0.52%
$20.73 - $21.92 $25.2K - $26.7K
237K $5.08M
K
Kellogg CO

Consumer Defensive
379
+ 4.89%
$77.85 - $82.88 $29.5K - $31.4K
8.13K $646K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
6
+ 0.27%
$26.53 - $32.81 $159 - $197
2.2K $71K
WLK
Westlake Corp

Basic Materials
247
+ 49.6%
$69.83 - $102.01 $17.2K - $25.2K
745 $56K
GUNR
Flexshares Tr Morningstar Glob

ETFs
71
+ 3.69%
$33.77 - $41.16 $2.4K - $2.92K
2K $80K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1
+ 0.07%
$87.19 - $111.51 $87.2 - $112
1.43K $157K
CRF
Cornerstone Total Return Fund Inc

Financial Services
375
+ 7.8%
$6.44 - $7.75 $2.42K - $2.91K
5.18K $40K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
1.25K
+ 3.87%
$2.62 - $2.96 $3.26K - $3.69K
33.4K $99K
UAN
Cvr Partners, LP

Basic Materials
7
+ 1.89%
$65.32 - $90.69 $457 - $635
377 $33K
FFIN
First Financial Bankshares Inc

Financial Services
162
+ 1.59%
$31.3 - $37.48 $5.07K - $6.07K
10.4K $373K
PID
Invesco Exchange Traded Fd Tr

ETFs
335
+ 0.5%
N/A
67.6K $1.21M
ISTR
Investar Holding Corp

Financial Services
7
+ 0.21%
$15.64 - $19.87 $109 - $139
3.38K $65K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
200
+ 10.42%
$15.5 - $20.28 $3.1K - $4.06K
2.12K $42K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
70
+ 0.05%
N/A
131K $9.82M
TEX
Terex Corp

Industrials
51
+ 13.11%
$32.21 - $48.33 $1.64K - $2.46K
440 $20K
UNM
Unum Group

Financial Services
124
+ 2.33%
$70.48 - $82.91 $8.74K - $10.3K
5.44K $439K
ANIP
Ani Pharmaceuticals Inc

Healthcare
85
+ 113.33%
$57.79 - $72.95 $4.91K - $6.2K
160 $10K
BST
Black Rock Science & Technology Trust

Financial Services
13
+ 1.61%
$29.62 - $38.3 $385 - $498
820 $31K
BGB
Blackstone Strategic Credit Fund

Financial Services
200
+ 0.32%
$10.85 - $12.12 $2.17K - $2.42K
63.4K $768K
CFLT
Confluent, Inc.

Technology
24
+ 0.81%
$19.44 - $24.93 $467 - $598
3.01K $74K
FMNB
Farmers National Banc Corp

Financial Services
23
+ 0.34%
$11.92 - $13.89 $274 - $319
6.81K $93K
HRI
Herc Holdings Inc

Industrials
41
+ 227.78%
$102.34 - $142.19 $4.2K - $5.83K
59 $7K
IXG
Ishares Global Fin'L ETF

ETFs
2
+ 0.31%
$90.79 - $110.82 $182 - $222
656 $72K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1
+ 0.23%
$89.63 - $111.92 $89.6 - $112
440 $49K
ODP
Odp Corp

Consumer Cyclical
307
+ 30700.0%
$12.08 - $19.08 $3.71K - $5.86K
308 $5K
PFG
Principal Financial Group Inc

Financial Services
536
+ 7.14%
$69.56 - $86.19 $37.3K - $46.2K
8.04K $638K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
2
+ 0.34%
$43.99 - $60.85 $88 - $122
588 $34K
UPWK
Upwork, Inc

Industrials
324
+ 16.57%
$11.8 - $17.5 $3.82K - $5.67K
2.28K $30K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
986
+ 9.01%
$421.16 - $509.5 $415K - $502K
11.9K $5.31M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
179
+ 2.69%
$3.4 - $4.51 $609 - $807
6.82K $30K
CHCI
Comstock Holding Companies, Inc.

Real Estate
454
+ 9080.0%
$8.21 - $12.26 $3.73K - $5.57K
459 $4K
IRDM
Iridium Communications Inc.

Communication Services
100
+ 33.33%
$21.57 - $30.17 $2.16K - $3.02K
400 $12K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
51
+ 30.72%
$54.98 - $67.95 $2.8K - $3.47K
217 $14K
MVIS
Microvision, Inc.

Technology
4K
+ 8.89%
N/A
49K $51K
NEXT
Next Decade Corp.

Energy
262
+ 18.13%
$5.68 - $9.2 $1.49K - $2.41K
1.71K $15K
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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