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
First Tr Exchng Traded Fd Vi
140
+ 0.73%
N/A
19.3K $0
First Tr Exchng Traded Fd Vi
1.88K
+ 1.22%
N/A
156K $0
First Tr Exchng Traded Fd Vi
4.93K
+ 14.77%
N/A
38.3K $0
First Tr Exchng Traded Fd Vi
144
+ 1.53%
N/A
9.53K $0
First Tr Exchng Traded Fd Vi
13K
+ 144.22%
N/A
22K $0
Goldman Sachs ETF Tr
20.1K
+ 9.97%
N/A
222K $0
Innovator Etfs Trust
36
+ 0.21%
N/A
17.4K $0
Innovator Etfs Trust
579
+ 5.45%
N/A
11.2K $0
Innovator Etfs Trust
625
+ 0.58%
N/A
108K $0
Innovator Etfs Trust
22K
+ 22.4%
N/A
120K $0
Innovator Etfs Trust
33.1K
+ 12.87%
N/A
290K $0
J P Morgan Exchange Traded F
21.6K
+ 40.51%
N/A
74.9K $0
Listed Fd Tr
859
+ 9.65%
N/A
9.76K $0
Morgan Stanley ETF Trust
4.66K
+ 9.74%
N/A
52.5K $0
Pgim Rock ETF Tr
7.97K
+ 99.65%
N/A
16K $0
Proshares Tr
5.36K
+ 16.0%
N/A
38.8K $0
Tidal ETF Tr
200
+ 1.7%
N/A
12K $0
TUSI
Touchstone ETF Tr Ultra Short
8.56K
+ 42.47%
N/A
28.7K $0
Valued Advisers Tr
18.6K
+ 83.6%
N/A
40.9K $0
Vanguard Malvern Fds
3.16K
+ 12.68%
N/A
28.1K $0
Vanguard Mun Bd Fds
738
+ 23.44%
N/A
3.89K $0
Volatility Shs Tr
17.3K
+ 69.5%
N/A
42.2K $0
BYND
Beyond Meat, Inc.

Consumer Defensive
150
+ 39.68%
$3.05 - $4.4 $458 - $660
528 $1K
FTGS
First Tr Exchange Traded Fd Gr
33.6K
+ 21.2%
N/A
192K $0
HYGW
Ishares Tr High Yield Corporat
544
+ 5.63%
N/A
10.2K $0
PBW
Invesco Exchange Traded Fd Tr

ETFs
37
+ 24.5%
$15.74 - $22.48 $582 - $832
188 $2K
AGCO
Agco Corp

Industrials
1
+ 0.37%
$88.82 - $106.69 $88.8 - $107
270 $24K
AUB
Atlantic Union Bankshares Corp

Financial Services
1
+ 0.48%
$30.68 - $39.07 $30.7 - $39.1
209 $6K
CMT
Core Molding Technologies Inc

Basic Materials
5
+ 1.34%
$12.5 - $15.71 $62.5 - $78.6
377 $5K
DCI
Donaldson CO Inc

Industrials
2
+ 0.04%
$66.51 - $72.28 $133 - $145
5.57K $373K
EQR
Equity Residential

Real Estate
4
+ 0.05%
$66.98 - $75.02 $268 - $300
8.59K $614K
HNI
Hni Corp

Industrials
2
+ 0.85%
$43.17 - $51.26 $86.3 - $103
238 $10K
MYRG
Myr Group Inc.

Industrials
13
+ 19.7%
$106.08 - $157.33 $1.38K - $2.05K
79 $8K
NIO
Nio Inc.

Consumer Cyclical
11
+ 0.76%
$3.75 - $5.22 $41.3 - $57.4
1.47K $5K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
3
+ 0.14%
$28.69 - $31.94 $86.1 - $95.8
2.19K $64K
PENN
Penn National Gaming Inc

Consumer Cyclical
112
+ 14.36%
$16.23 - $22.73 $1.82K - $2.55K
892 $14K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
6
+ 0.03%
$5.75 - $6.1 $34.5 - $36.6
22.8K $131K
GBX
Greenbrier Companies Inc

Industrials
26
+ 7.12%
$51.22 - $70.7 $1.33K - $1.84K
391 $20K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
1
+ 0.68%
$38.82 - $64.98 $38.8 - $65
148 $5K
DLO
D Local LTD

Technology
58
+ 6.54%
$8.23 - $14.0 $477 - $812
945 $7K
EXTR
Extreme Networks Inc

Technology
37
+ 4.63%
$13.23 - $17.49 $490 - $647
837 $11K
SNSR
Global X Fds Internet Of Thing

ETFs
2
+ 0.22%
$32.89 - $38.12 $65.8 - $76.2
900 $29K
LUMN
Lumen Technologies, Inc.

Communication Services
95
+ 4.86%
$3.92 - $5.92 $372 - $562
2.05K $8K
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
12
+ 1.17%
$52.12 - $57.31 $625 - $688
1.04K $55K
SSTK
Shutterstock, Inc.

Communication Services
1
+ 0.94%
$17.79 - $34.5 $17.8 - $34.5
107 $1K
JETS
ETF Ser Solutions U S Global J

ETFs
500
+ 18.77%
$20.77 - $26.81 $10.4K - $13.4K
3.16K $65K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
617
+ 9.78%
$21.85 - $25.19 $13.5K - $15.5K
6.93K $153K
USA
Liberty All Star Equity Fund

Financial Services
7.91K
+ 5.82%
$6.41 - $7.32 $50.7K - $57.9K
144K $941K
BSVN
Bank7 Corp.

Financial Services
4
+ 0.85%
$38.44 - $45.97 $154 - $184
474 $18K
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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