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
NUV
Nuveen Municipal Value Fund Inc

Financial Services
693
+ 2.83%
$8.43 - $8.77 $5.84K - $6.08K
25.2K $218K
TY
Tri Continental Corp

Financial Services
45
+ 2.43%
$27.37 - $31.84 $1.23K - $1.43K
1.9K $60K
WTI
W&T Offshore Inc

Energy
625
+ 2.12%
$1.11 - $2.36 $694 - $1.48K
30.1K $49K
DNL
Wiswisdomtree Tr

ETFs
16
+ 2.87%
$32.16 - $40.27 $515 - $644
574 $23K
DHS
Wisdomtree Tr U.S

ETFs
395
+ 3.69%
$87.71 - $98.37 $34.6K - $38.9K
11.1K $1.07M
OZK
Bank Ozk

Financial Services
5
+ 0.81%
$37.58 - $47.34 $188 - $237
626 $29K
CNO
Cno Financial Group, Inc.

Financial Services
101
+ 49.51%
$36.12 - $42.37 $3.65K - $4.28K
305 $11K
WRE
Washington Real Estate Investment Trust
172
+ 1.6%
N/A
10.9K $193K
FCBC
First Community Bankshares Inc

Financial Services
4
+ 0.27%
$35.38 - $40.02 $142 - $160
1.49K $58K
GTX
Garrett Motion Inc.

Consumer Cyclical
25
+ 1.98%
$7.34 - $12.04 $184 - $301
1.29K $13K
MOMO
Hello Group Inc.

Communication Services
113
+ 9.63%
$5.27 - $8.75 $596 - $989
1.29K $10K
HRL
Hormel Foods Corp

Consumer Defensive
99
+ 38.67%
$29.11 - $31.44 $2.88K - $3.11K
355 $10K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
62
+ 1.44%
$18.96 - $20.43 $1.18K - $1.27K
4.36K $89K
JXI
Ishares Tr Global Utils ETF

ETFs
7
+ 1.36%
$64.56 - $74.02 $452 - $518
521 $38K
L
Loews Corp

Financial Services
48
+ 1.2%
$80.89 - $92.09 $3.88K - $4.42K
4.03K $369K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
569
+ 35.83%
$3.37 - $4.33 $1.92K - $2.46K
2.16K $9K
NRIM
Northrim Bancorp Inc

Financial Services
2
+ 1.72%
$67.87 - $93.82 $136 - $188
118 $11K
PCTY
Paylocity Holding Corp

Technology
22
+ 20.0%
$172.54 - $201.04 $3.8K - $4.42K
132 $23K
POOL
Pool Corp

Industrials
23
+ 14.47%
$285.0 - $325.66 $6.56K - $7.49K
182 $53K
PTC
Ptc Inc.

Technology
5
+ 3.07%
$136.74 - $173.24 $684 - $866
168 $28K
SWBI
Smith & Wesson Brands, Inc.

Industrials
351
+ 97.5%
$8.48 - $10.88 $2.98K - $3.82K
711 $6K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
95
+ 37.85%
$30.03 - $40.05 $2.85K - $3.8K
346 $12K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
54
+ 0.53%
$17.83 - $18.22 $963 - $984
10.2K $185K
UNTY
Unity Bancorp Inc

Financial Services
14
+ 5.76%
$38.73 - $47.19 $542 - $661
257 $12K
CRL
Charles River Laboratories International, Inc.

Healthcare
4
+ 0.91%
$99.75 - $151.89 $399 - $608
442 $67K
CODA
Coda Octopus Group, Inc.

Industrials
28
+ 2.72%
$5.85 - $8.18 $164 - $229
1.06K $8K
HY
Hyster Yale Materials Handling, Inc.

Industrials
109
+ 12.22%
$36.24 - $43.32 $3.95K - $4.72K
1K $39K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5
+ 0.53%
$65.1 - $75.98 $326 - $380
945 $71K
ISCB
International Speedway Corp

ETFs
1
+ 0.18%
$47.12 - $58.28 $47.1 - $58.3
559 $32K
KEP
Korea Electric Power Corp

Utilities
1
+ 0.4%
$7.24 - $14.63 $7.24 - $14.6
248 $3K
LBRT
Liberty Energy Inc.

Energy
4.72K
+ 39.27%
$10.0 - $16.08 $47.2K - $76K
16.8K $192K
BPOP
Popular, Inc.

Financial Services
1
+ 0.96%
$81.63 - $110.51 $81.6 - $111
105 $11K
RIOT
Riot Blockchain, Inc.

Technology
20
+ 3.92%
$6.29 - $11.3 $126 - $226
530 $5K
SEIC
Sei Investments CO

Financial Services
4
+ 3.2%
$66.45 - $89.86 $266 - $359
129 $11K
SLG
Sl Green Realty Corp

Real Estate
2
+ 0.53%
$47.9 - $65.94 $95.8 - $132
380 $23K
IHY
Vaneck ETF Tr International Hi

ETFs
9
+ 1.42%
$20.23 - $22.1 $182 - $199
645 $14K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
38
+ 8.7%
$37.13 - $59.74 $1.41K - $2.27K
475 $18K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
100
+ 14.29%
$12.59 - $16.6 $1.26K - $1.66K
800 $11K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
11
+ 2.1%
$16.85 - $21.87 $185 - $241
536 $11K
BKU
Bank United, Inc.

Financial Services
8
+ 1.01%
$29.48 - $36.33 $236 - $291
804 $28K
BC
Brunswick Corp

Consumer Cyclical
2
+ 0.17%
$41.93 - $58.37 $83.9 - $117
1.16K $63K
BAP
Credicorp LTD

Financial Services
1
+ 5.0%
$169.89 - $223.9 $170 - $224
21 $4K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
10
+ 4.69%
$19.5 - $30.4 $195 - $304
223 $6K
ESOA
Energy Services Of America Corp

Industrials
59
+ 5.22%
$7.99 - $11.54 $471 - $681
1.19K $11K
FPI
Farmland Partners Inc.

Real Estate
4
+ 0.23%
$9.8 - $11.79 $39.2 - $47.2
1.78K $20K
GPRO
Go Pro, Inc.

Technology
1.08K
+ 95.84%
$0.48 - $0.91 $520 - $986
2.22K $1K
HNI
Hni Corp

Industrials
2
+ 0.84%
$40.26 - $49.71 $80.5 - $99.4
240 $11K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
4
+ 1.81%
$43.15 - $46.09 $173 - $184
225 $10K
IMTX
Immatics N.V.

Healthcare
100
+ 96.15%
$3.5 - $6.14 $350 - $614
204 $1K
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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