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
NFE
New Fortress Energy Inc.

Utilities
1.2K
+ 14.06%
$8.31 - $16.3 $9.99K - $19.6K
9.75K $81K
IWR
Ishares Russell Mid Cap ETF

ETFs
6.3K
+ 3.58%
$82.81 - $92.93 $522K - $586K
183K $15.5M
SKYT
Sky Water Technology, Inc

Technology
235
+ 2.99%
$7.06 - $15.69 $1.66K - $3.69K
8.1K $57K
EXPE
Expedia Group, Inc.

Consumer Cyclical
259
+ 4.98%
$157.11 - $206.52 $40.7K - $53.5K
5.46K $916K
KEY
Keycorp

Financial Services
3.37K
+ 3.65%
$15.15 - $18.3 $51.1K - $61.7K
95.7K $1.53M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
312
+ 1.59%
$17.74 - $22.07 $5.53K - $6.89K
19.9K $353K
FPX
First Trust Us Equity Opportun

ETFs
110
+ 1.27%
$106.21 - $143.53 $11.7K - $15.8K
8.75K $977K
RY
Royal Bank Of Canada

Financial Services
21
+ 0.28%
$108.81 - $123.4 $2.29K - $2.59K
7.47K $841K
SYF
Synchrony Financial

Financial Services
679
+ 8.91%
$51.9 - $70.63 $35.2K - $48K
8.3K $439K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
1.59K
+ 1.84%
$26.65 - $32.61 $42.3K - $51.7K
88K $2.38M
FITB
Fifth Third Bancorp

Financial Services
1.72K
+ 4.13%
$37.48 - $44.96 $64.6K - $77.5K
43.5K $1.7M
FBNC
First Bancorp

Financial Services
17
+ 0.1%
$38.72 - $45.94 $658 - $781
16.3K $652K
VMC
Vulcan Materials CO

Basic Materials
163
+ 3.88%
$220.9 - $277.54 $36K - $45.2K
4.36K $1.02M
ENVX
Enovix Corp

Industrials
2.48K
+ 10.43%
$7.21 - $14.33 $17.9K - $35.6K
26.3K $192K
MDU
Mdu Resources Group Inc

Industrials
187
+ 0.3%
$16.45 - $18.61 $3.08K - $3.48K
62.3K $1.05M
UBSI
United Bankshares Inc

Financial Services
1.3K
+ 3.33%
$34.03 - $39.27 $44.2K - $51K
40.3K $1.4M
TM
Toyota Motor Corp

Consumer Cyclical
493
+ 5.72%
$176.53 - $195.35 $87K - $96.3K
9.12K $1.61M
GEVO
Gevo, Inc.

Basic Materials
3.35K
+ 4.17%
$1.14 - $2.85 $3.82K - $9.55K
83.7K $97K
JPSE
J P Morgan Diversified Return

ETFs
153
+ 0.66%
$42.78 - $48.51 $6.55K - $7.42K
23.3K $1.01M
FSLR
First Solar, Inc.

Technology
3.26K
+ 33.46%
$126.34 - $197.73 $411K - $644K
13K $1.64M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 6.69%
$40.15 - $47.73 $84.4K - $100K
33.6K $1.37M
WULF
Terawulf Inc.

Financial Services
2.54K
+ 9.25%
$2.73 - $6.82 $6.94K - $17.3K
30K $81K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
6
+ 0.21%
$186.55 - $250.04 $1.12K - $1.5K
2.83K $569K
NXPI
Nxp Semiconductors N.V.

Technology
234
+ 3.45%
$189.99 - $245.86 $44.5K - $57.5K
7.02K $1.33M
ACHR
Archer Aviation Inc.

Industrials
1.74K
+ 5.11%
$6.8 - $11.51 $11.8K - $20K
35.7K $254K
ISCG
Ishares Morningstar Small Cap

ETFs
42
+ 0.22%
$44.44 - $52.05 $1.87K - $2.19K
18.7K $843K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
3
+ 0.01%
$25.75 - $30.48 $77.3 - $91.4
35.3K $919K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.58K
+ 4.23%
$23.71 - $27.77 $37.5K - $43.9K
39K $926K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.34K
+ 2.56%
$50.25 - $55.9 $168K - $187K
134K $6.88M
WCC
Wesco International Inc

Industrials
126
+ 2.91%
$155.3 - $199.95 $19.6K - $25.2K
4.46K $692K
HBI
Hanesbrands Inc.

Consumer Cyclical
2.91K
+ 6.22%
$5.76 - $8.6 $16.8K - $25.1K
49.7K $286K
IYC
Ishares U.S. Consumer Discreti

ETFs
125
+ 0.91%
$85.71 - $101.2 $10.7K - $12.7K
13.8K $1.22M
COIN
Coinbase Global, Inc.

Technology
3.47K
+ 37.62%
$172.23 - $301.3 $597K - $1.04M
12.7K $2.18M
HUBS
Hubspot Inc

Technology
618
+ 16.91%
$571.29 - $819.71 $353K - $507K
4.27K $2.44M
DNN
Denison Mines Corp.

Energy
4.23K
+ 1.89%
$1.3 - $2.1 $5.49K - $8.87K
228K $296K
IJK
Ishares S&P Midcap 400 Growth

ETFs
218
+ 1.3%
$81.62 - $96.63 $17.8K - $21.1K
17K $1.41M
MBLY
Mobileye Global Inc.
3.02K
+ 10.7%
$14.24 - $21.85 $43K - $66K
31.2K $449K
LII
Lennox International Inc

Industrials
115
+ 3.02%
$553.05 - $666.93 $63.6K - $76.7K
3.92K $2.2M
CHY
Calamos Convertible & High Income Fund

Financial Services
10.5K
+ 9.44%
$10.1 - $12.0 $106K - $126K
121K $1.23M
KMX
Carmax Inc

Consumer Cyclical
217
+ 0.61%
$69.25 - $89.19 $15K - $19.4K
36.1K $2.81M
DLR
Digital Realty Trust, Inc.

Real Estate
2.7K
+ 18.04%
$142.1 - $183.56 $384K - $496K
17.7K $2.53M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
927
+ 5.24%
$93.57 - $120.35 $86.7K - $112K
18.6K $1.78M
FDS
Factset Research Systems Inc

Financial Services
17
+ 0.32%
$427.5 - $476.51 $7.27K - $8.1K
5.39K $2.45M
HBCP
Home Bancorp, Inc.

Financial Services
370
+ 0.33%
$42.32 - $52.49 $15.7K - $19.4K
112K $5.01M
PRN
Invesco Dwa Industrials Moment

ETFs
1.37K
+ 6.51%
$134.74 - $169.56 $185K - $233K
22.5K $3.1M
R
Ryder System Inc

Industrials
1.04K
+ 4.52%
$136.38 - $170.92 $142K - $178K
24.1K $3.47M
SMG
Scotts Miracle Gro CO

Basic Materials
2.08K
+ 8.22%
$54.76 - $77.7 $114K - $161K
27.3K $1.5M
IWV
Ishares Russell 3000 ETF

ETFs
146
+ 1.08%
$313.1 - $349.83 $45.7K - $51.1K
13.7K $4.36M
QTEC
First Trust Nasdaq 100 Technol

ETFs
9.27K
+ 7.62%
$173.56 - $210.67 $1.61M - $1.95M
131K $22.7M
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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