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
PEO
Adams Natural Resources Fund, Inc.

Financial Services
567
+ 4.71%
$18.94 - $22.97 $10.7K - $13K
12.6K $269K
IEO
Ishares Tr

ETFs
23
+ 1.77%
$74.87 - $95.92 $1.72K - $2.21K
1.32K $117K
PMF
Pimco Municipal Income Fund

Financial Services
109
+ 1.52%
$7.76 - $8.98 $846 - $979
7.29K $58K
PMM
Putnam Managed Municipal Income Trust

Financial Services
12
+ 0.03%
$5.75 - $6.19 $69 - $74.3
34.4K $205K
RIG
Transocean Ltd.

Energy
12.1K
+ 19.29%
$2.13 - $3.32 $25.7K - $40.1K
74.8K $193K
UHS
Universal Health Services Inc

Healthcare
72
+ 2.7%
$157.05 - $197.94 $11.3K - $14.3K
2.74K $495K
XNET
Xunlei LTD

Communication Services
604
+ 3.28%
$3.02 - $6.57 $1.82K - $3.97K
19K $77K
OLN
Olin Corp

Basic Materials
1
+ 0.06%
$17.96 - $24.7 $18 - $24.7
1.6K $32K
EVTC
Evertec, Inc.

Technology
114
+ 0.87%
$31.89 - $38.37 $3.64K - $4.37K
13.3K $478K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
500
+ 12.12%
$1.66 - $3.61 $830 - $1.81K
4.63K $7K
TRIN
Trinity Capital Inc.

Financial Services
283
+ 2.84%
$13.53 - $15.52 $3.83K - $4.39K
10.2K $144K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
91
+ 0.54%
$20.85 - $24.04 $1.9K - $2.19K
16.8K $392K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
1.22K
+ 2.48%
$9.83 - $10.92 $12K - $13.3K
50.3K $523K
CODI
Compass Diversified Holdings

Industrials
9
+ 1.44%
$6.0 - $18.81 $54 - $169
636 $3K
ENTG
Entegris Inc

Technology
2
+ 0.15%
$62.92 - $86.2 $126 - $172
1.3K $105K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
1
+ 0.02%
$51.58 - $56.65 $51.6 - $56.7
5.73K $315K
MFM
Mfs Municipal Income Trust

Financial Services
133
+ 0.17%
$4.98 - $5.37 $662 - $714
77.2K $399K
UNP
Union Pacific Corp

Industrials
2.34K
+ 2.63%
$208.27 - $238.46 $487K - $557K
91.1K $21M
SPH
Suburban Propane Partners LP

Utilities
30
+ 0.62%
$17.75 - $21.62 $533 - $649
4.84K $89K
UPLD
Upland Software, Inc.

Technology
222
+ 1.86%
$1.73 - $2.97 $384 - $659
12.2K $23K
DFAR
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.02%
$20.99 - $23.93 $231 - $263
47.7K $1.12M
KHC
Kraft Heinz CO

Consumer Defensive
7.31K
+ 16.64%
$25.61 - $30.81 $187K - $225K
51.2K $1.32M
VIRC
Virco Mfg Corporation

Consumer Cyclical
10
+ 0.1%
$7.89 - $10.42 $78.9 - $104
10.5K $83K
VKQ
Invesco Municipal Trust

Financial Services
574
+ 1.27%
$9.02 - $9.76 $5.18K - $5.6K
45.7K $417K
SM
Sm Energy CO

Energy
28
+ 0.86%
$20.39 - $30.52 $571 - $855
3.28K $80K
HQH
Tekla Healthcare Investors

Financial Services
897
+ 2.07%
$14.14 - $16.32 $12.7K - $14.6K
44.1K $683K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
592
+ 18.85%
$67.83 - $92.33 $40.2K - $54.7K
3.73K $271K
RYN
Rayonier Inc

Real Estate
11
+ 0.33%
$22.12 - $28.02 $243 - $308
3.39K $75K
AIZ
Assurant, Inc.

Financial Services
190
+ 3.96%
$179.73 - $211.56 $34.1K - $40.2K
4.99K $985K
PBA
Pembina Pipeline Corp

Energy
38
+ 0.38%
$35.16 - $40.88 $1.34K - $1.55K
9.98K $374K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.32K
+ 167.07%
$50.53 - $212.53 $117K - $493K
3.71K $205K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
51
+ 0.18%
$42.44 - $49.08 $2.16K - $2.5K
28.3K $1.35M
ELMD
Electromed, Inc.

Healthcare
384
+ 2.14%
$19.34 - $24.19 $7.43K - $9.29K
18.3K $403K
GRMN
Garmin LTD

Technology
115
+ 1.95%
$173.63 - $218.07 $20K - $25.1K
6K $1.25M
KAI
Kadant Inc

Industrials
22
+ 1.26%
$286.24 - $350.17 $6.3K - $7.7K
1.77K $560K
WY
Weyerhaeuser CO

Real Estate
1.21K
+ 7.31%
$24.69 - $29.48 $29.9K - $35.7K
17.8K $456K
DSL
Double Line Income Solutions Fund

Financial Services
2.9K
+ 1.67%
$11.15 - $12.57 $32.3K - $36.4K
177K $2.16M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
965
+ 1.53%
$9.14 - $9.99 $8.82K - $9.64K
64K $604K
EXPD
Expeditors International Of Washington Inc

Industrials
182
+ 2.12%
$102.84 - $122.24 $18.7K - $22.2K
8.79K $1M
MPW
Medical Properties Trust Inc

Real Estate
1.77K
+ 7.94%
$4.31 - $5.91 $7.61K - $10.4K
24K $103K
ED
Consolidated Edison Inc

Utilities
1.51K
+ 8.39%
$98.05 - $113.3 $148K - $171K
19.5K $1.96M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.55K
+ 2.43%
$13.74 - $15.66 $35.1K - $40K
108K $1.6M
WEN
Wendy'S CO

Consumer Cyclical
254
+ 2.2%
$11.11 - $14.72 $2.82K - $3.74K
11.8K $134K
SUPV
Grupo Supervielle S.A.

Financial Services
142
+ 0.98%
$10.5 - $16.62 $1.49K - $2.36K
14.6K $154K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
28
+ 0.08%
$22.9 - $26.78 $641 - $750
35.3K $883K
LNT
Alliant Energy Corp

Utilities
687
+ 3.39%
$58.79 - $64.85 $40.4K - $44.6K
21K $1.27M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
159
+ 2.55%
$41.37 - $53.28 $6.58K - $8.47K
6.4K $286K
CROX
Crocs, Inc.

Consumer Cyclical
120
+ 1.13%
$88.67 - $120.26 $10.6K - $14.4K
10.7K $1.08M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
199
+ 0.25%
$9.75 - $10.96 $1.94K - $2.18K
79.5K $823K
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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