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
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
2.7K
+ 3.2%
N/A
87.2K $0
Usa Rare
1.42K
+ 158.22%
N/A
2.32K $0
USCB
Uscb Financial Holdings, Inc.

Financial Services
109
+ 16.17%
$15.83 - $18.63 $1.73K - $2.03K
783 $12K
MTN
Vail Resorts Inc

Consumer Cyclical
2
+ 0.72%
$131.42 - $164.64 $263 - $329
281 $44K
Valued Advisers Tr
14.6K
+ 35.82%
N/A
55.5K $0
Vaneck Bitcoin ETF
126K
+ 97.71%
N/A
256K $0
VUSB
Vanguard Bd Index Fds
7.57K
+ 123.97%
N/A
13.7K $0
Vanguard Malvern Fds
2.2K
+ 7.82%
N/A
30.3K $0
Vanguard Short
7.23K
+ 121.87%
N/A
13.2K $0
Venture Global
67.4K
+ 151.01%
N/A
112K $0
Veralto Corp
2.31K
+ 51.21%
N/A
6.82K $0
Viking Holdings
100
+ 6.94%
N/A
1.54K $0
WAT
Waters Corp

Healthcare
1
+ 2.86%
$307.71 - $366.67 $308 - $367
36 $12K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
41
+ 2.22%
$8.4 - $8.8 $344 - $361
1.89K $16K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
12
+ 2.47%
$11.34 - $11.98 $136 - $144
497 $5K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
7
+ 1.63%
$41.9 - $50.31 $293 - $352
436 $20K
Wk Kellogg
136K
+ 19607.06%
N/A
137K $0
MGY
Magnolia Oil & Gas Corp

Energy
2
+ 0.71%
$19.6 - $25.72 $39.2 - $51.4
283 $6K
IGT
International Game Technology PLC

Consumer Cyclical
2
+ 0.1%
$14.44 - $17.89 $28.9 - $35.8
2.01K $31K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1
+ 0.04%
$19.94 - $22.91 $19.9 - $22.9
2.76K $59K
DDI
Double Down Interactive Co., Ltd.

Communication Services
408
+ 2.61%
$8.15 - $10.96 $3.33K - $4.47K
16K $153K
FRI
First Tr S&P Reit Index Fd

ETFs
1
+ 0.04%
$24.01 - $27.75 $24 - $27.8
2.32K $62K
HCKT
Hackett Group, Inc.

Technology
24
+ 4.44%
$23.5 - $29.2 $564 - $701
564 $14K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1
+ 0.79%
$62.08 - $73.58 $62.1 - $73.6
127 $8K
KWR
Quaker Chemical Corp

Basic Materials
1
+ 1.72%
$97.26 - $124.36 $97.3 - $124
59 $6K
TGNA
Tegna Inc

Communication Services
2
+ 0.24%
$15.42 - $18.98 $30.8 - $38
841 $14K
TCOM
Trip.Com Group LTD

Consumer Cyclical
33
+ 5.82%
$52.21 - $67.1 $1.72K - $2.21K
600 $35K
WHG
Westwood Holdings Group Inc

Financial Services
5
+ 1.59%
$14.63 - $17.62 $73.2 - $88.1
320 $4K
BCE
Bce Inc

Communication Services
16
+ 0.76%
$20.87 - $22.95 $334 - $367
2.11K $46K
DRD
Drdgold LTD

Basic Materials
28
+ 3.24%
$12.96 - $17.16 $363 - $480
891 $11K
GNTX
Gentex Corp

Consumer Cyclical
1
+ 0.07%
$20.83 - $23.52 $20.8 - $23.5
1.41K $30K
GBX
Greenbrier Companies Inc

Industrials
1
+ 0.26%
$39.63 - $51.99 $39.6 - $52
392 $18K
USRT
Ishares Core U.S. Reit ETF

ETFs
11
+ 0.54%
$50.37 - $57.97 $554 - $638
2.05K $115K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
10
+ 0.43%
$47.13 - $52.52 $471 - $525
2.36K $119K
LCNB
Lcnb Corp

Financial Services
120
+ 0.86%
$13.64 - $15.65 $1.64K - $1.88K
14.1K $204K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
115
+ 0.24%
$6.87 - $7.76 $790 - $892
47.1K $356K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
7
+ 0.05%
$9.43 - $10.29 $66 - $72
13K $131K
PCH
Potlatchdeltic Corp

Real Estate
1
+ 0.27%
$37.16 - $44.86 $37.2 - $44.9
377 $14K
PB
Prosperity Bancshares Inc

Financial Services
81
+ 1.11%
$63.76 - $73.75 $5.16K - $5.97K
7.38K $518K
WOLF
Wolfspeed, Inc.

Technology
229
+ 31.81%
$0.4 - $4.46 $91.6 - $1.02K
949 $0
HPF
John Hancock Preferred Income Fund Ii

Financial Services
770
+ 3.97%
$15.08 - $16.68 $11.6K - $12.8K
20.2K $319K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
100
+ 16.67%
$2.33 - $8.01 $233 - $801
700 $1K
SUI
Sun Communities Inc

Real Estate
2
+ 0.13%
$114.62 - $132.25 $229 - $265
1.53K $193K
PFFA
Etfis Ser Tr I

ETFs
8
+ 0.1%
$19.49 - $21.31 $156 - $170
8.3K $172K
WU
Western Union CO

Financial Services
74
+ 5.19%
$8.37 - $10.63 $619 - $787
1.5K $12K
HRTX
Heron Therapeutics, Inc.

Healthcare
19
+ 0.07%
$1.72 - $2.42 $32.7 - $46
26.6K $54K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
15
+ 0.19%
$41.42 - $46.68 $621 - $700
7.84K $357K
MAS
Masco Corp

Industrials
417
+ 6.92%
$58.73 - $71.06 $24.5K - $29.6K
6.44K $414K
NSA
National Storage Affiliates Trust

Real Estate
2
+ 0.39%
$31.82 - $39.04 $63.6 - $78.1
517 $16K
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email