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
BLE
Blackrock Municipal Income Trust Ii

Financial Services
12
+ 0.04%
$10.37 - $10.83 $124 - $130
28.2K $293K
CODI
Compass Diversified Holdings

Industrials
8
+ 1.29%
$18.67 - $22.9 $149 - $183
627 $11K
LIT
Global X Fds Global X Lithium

ETFs
21
+ 0.9%
$38.8 - $42.84 $815 - $900
2.35K $91K
IGT
International Game Technology PLC

Consumer Cyclical
3
+ 0.15%
$16.24 - $18.35 $48.7 - $55.1
2.01K $32K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.22%
$111.51 - $128.61 $112 - $129
451 $51K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
51
+ 3.32%
$3.77 - $6.08 $192 - $310
1.59K $6K
QTWO
Q2 Holdings, Inc.

Technology
50
+ 13.26%
$71.37 - $102.68 $3.57K - $5.13K
427 $34K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
221
+ 3.58%
$75.47 - $84.24 $16.7K - $18.6K
6.4K $492K
TEX
Terex Corp

Industrials
1
+ 0.26%
$37.65 - $48.97 $37.7 - $49
389 $14K
EGY
Vaalco Energy Inc

Energy
6.84K
+ 14.45%
$3.71 - $4.74 $25.4K - $32.4K
54.2K $203K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1
+ 0.02%
$22.77 - $24.73 $22.8 - $24.7
5.22K $121K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
135
+ 2.06%
$34.83 - $38.02 $4.7K - $5.13K
6.69K $235K
CATH
Global X Fds Global X S&P 500

ETFs
3
+ 0.22%
$66.14 - $74.2 $198 - $223
1.39K $93K
H
Hyatt Hotels Corp

Consumer Cyclical
1
+ 0.91%
$120.83 - $166.34 $121 - $166
111 $13K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
5
+ 0.25%
$72.01 - $79.94 $360 - $400
2K $147K
MUR
Murphy Oil Corp

Energy
13
+ 0.55%
$24.02 - $33.9 $312 - $441
2.38K $67K
PLUG
Plug Power Inc

Industrials
498
+ 9.36%
$1.34 - $3.15 $667 - $1.57K
5.82K $7K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 0.03%
$26.53 - $29.63 $26.5 - $29.6
2.95K $79K
SLAB
Silicon Laboratories Inc.

Technology
6
+ 1.72%
$112.57 - $158.7 $675 - $952
355 $39K
CRF
Cornerstone Total Return Fund Inc

Financial Services
233
+ 5.1%
$7.17 - $9.1 $1.67K - $2.12K
4.81K $34K
BWXT
Bwx Technologies, Inc.

Industrials
54
+ 6.29%
$96.59 - $128.46 $5.22K - $6.94K
913 $90K
AI
C3.Ai, Inc.

Technology
800
+ 48.72%
$20.92 - $36.93 $16.7K - $29.5K
2.44K $51K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
1
+ 0.1%
$15.98 - $24.03 $16 - $24
999 $16K
MGM
Mgm Resorts International

Consumer Cyclical
421
+ 12.13%
$29.64 - $40.37 $12.5K - $17K
3.89K $115K
PIPR
Piper Sandler Companies

Financial Services
1
+ 0.99%
$244.29 - $323.68 $244 - $324
102 $25K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
12
+ 0.85%
$20.63 - $25.57 $248 - $307
1.43K $29K
TLS
Telos Corp

Technology
4K
+ 28.74%
$2.38 - $3.66 $9.52K - $14.6K
17.9K $42K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
799
+ 1.19%
$8.24 - $8.68 $6.58K - $6.94K
67.8K $559K
PFFA
Etfis Ser Tr I

ETFs
8
+ 0.1%
$21.21 - $22.3 $170 - $178
8.29K $175K
EMN
Eastman Chemical CO

Basic Materials
183
+ 2.57%
$87.05 - $103.47 $15.9K - $18.9K
7.31K $644K
FEX
First Tr Large Cap Core Alphde

ETFs
11
+ 0.22%
$99.27 - $109.89 $1.09K - $1.21K
4.93K $505K
IAT
Ishares Tr

ETFs
475
+ 6.08%
$44.84 - $53.56 $21.3K - $25.4K
8.28K $386K
SNAP
Snap Inc

Communication Services
116
+ 2.86%
$8.37 - $12.57 $971 - $1.46K
4.17K $36K
MTN
Vail Resorts Inc

Consumer Cyclical
4
+ 1.45%
$153.58 - $184.72 $614 - $739
279 $44K
NOTE
Fiscal Note Holdings, Inc.

Technology
2.36K
+ 6.75%
$0.81 - $1.93 $1.91K - $4.56K
37.4K $30K
CSQ
Calamos Strategic Total Return Fund

Financial Services
5.06K
+ 8.63%
$15.97 - $18.5 $80.8K - $93.6K
63.7K $1.03M
CFLT
Confluent, Inc.

Technology
207
+ 7.46%
$23.44 - $37.65 $4.85K - $7.79K
2.98K $69K
HY
Hyster Yale Materials Handling, Inc.

Industrials
3
+ 0.34%
$41.54 - $54.76 $125 - $164
892 $37K
PSN
Parsons Corp

Industrials
264
+ 37.99%
$55.35 - $96.44 $14.6K - $25.5K
959 $56K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
786
+ 10.02%
$5.29 - $10.87 $4.16K - $8.54K
8.63K $45K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
12
+ 0.2%
$48.02 - $53.02 $576 - $636
6.09K $301K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
336
+ 7.01%
$77.91 - $92.26 $26.2K - $31K
5.13K $407K
VVR
Invesco Senior Income Trust

Financial Services
177
+ 0.37%
$3.55 - $4.15 $628 - $735
47.9K $179K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
129
+ 0.66%
$11.85 - $13.1 $1.53K - $1.69K
19.6K $237K
IYJ
Ishares Tr

ETFs
104
+ 1.46%
$127.48 - $142.0 $13.3K - $14.8K
7.24K $942K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
57
+ 6.09%
$48.65 - $66.04 $2.77K - $3.76K
993 $52K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
371
+ 1.9%
$49.36 - $53.08 $18.3K - $19.7K
19.8K $990K
FSS
Federal Signal Corp

Industrials
252
+ 15.89%
$73.55 - $101.32 $18.5K - $25.5K
1.84K $135K
UPST
Upstart Holdings, Inc.

Financial Services
333
+ 20.01%
$46.03 - $88.77 $15.3K - $29.6K
2K $91K
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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