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
SPGI
S&P Global Inc.

Financial Services
1.67K
+ 9.31%
$478.26 - $543.77 $799K - $908K
19.6K $9.97M
RECS
Columbia ETF Tr I

ETFs
44.3K
+ 14.01%
$32.64 - $36.08 $1.45M - $1.6M
360K $12M
DLTR
Dollar Tree, Inc.

Consumer Defensive
13.3K
+ 3237.38%
$61.92 - $76.95 $826K - $1.03M
13.8K $1.03M
AES
Aes Corp

Utilities
84.8K
+ 55.45%
$9.93 - $13.23 $842K - $1.12M
238K $2.95M
AEM
Agnico Eagle Mines LTD

Basic Materials
5.03K
+ 35.19%
$79.66 - $108.41 $400K - $545K
19.3K $2.09M
VNQ
Vanguard Specialized Funds Van

ETFs
9.16K
+ 9.28%
$85.55 - $94.34 $784K - $865K
108K $9.77M
AZO
Autozone Inc

Consumer Cyclical
62
+ 5.16%
$3193.96 - $3828.11 $198K - $237K
1.26K $4.82M
SPOT
Spotify Technology S.A.

Communication Services
39
+ 0.42%
$457.79 - $648.32 $17.9K - $25.3K
9.24K $5.08M
IEF
Ishares Barclays

ETFs
4.67K
+ 2.64%
$91.17 - $95.39 $426K - $446K
181K $17.3M
GVI
Ishares Tr

ETFs
8.31K
+ 18.54%
$103.49 - $106.02 $860K - $881K
53.1K $5.63M
LNG
Cheniere Energy, Inc.

Energy
2.27K
+ 8.63%
$209.32 - $253.66 $475K - $575K
28.5K $6.6M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.08K
+ 5.68%
$66.9 - $71.57 $608K - $650K
169K $11.9M
SLRC
Slr Investment Corp.

Financial Services
55.3K
+ 159.08%
$16.18 - $17.82 $894K - $985K
90K $1.52M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
17K
+ 240.94%
$46.83 - $56.05 $796K - $953K
24.1K $1.28M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
119K
+ 97.36%
$7.6 - $7.96 $906K - $949K
242K $1.88M
FDLO
Fidelity Covington Tr Low Vola

ETFs
15.4K
+ 14.99%
$59.43 - $63.22 $913K - $972K
118K $7.15M
WEC
Wec Energy Group, Inc.

Utilities
1.38K
+ 2.63%
$92.12 - $108.98 $127K - $150K
53.6K $5.85M
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.4K
+ 353.49%
$43.53 - $45.42 $890K - $928K
26.2K $1.18M
HMOP
Hartford Fds Exchange Traded T

ETFs
24.2K
+ 83.05%
$38.25 - $39.12 $926K - $947K
53.4K $2.05M
MSTR
Microstrategy Inc

Technology
3.36K
+ 7.79%
$239.27 - $396.5 $803K - $1.33M
46.4K $13.4M
TFC
Truist Financial Corp

Financial Services
30.6K
+ 19.13%
$39.48 - $48.15 $1.21M - $1.47M
191K $7.85M
BAH
Booz Allen Hamilton Holding Corp

Industrials
9.22K
+ 364.98%
$102.72 - $143.06 $947K - $1.32M
11.8K $1.23M
HP
Helmerich & Payne, Inc.

Energy
34.5K
+ 39685.06%
$24.69 - $36.7 $852K - $1.27M
34.6K $904K
SIVR
Abrdn Silver ETF Trust

ETFs
12K
+ 11.74%
$28.07 - $32.82 $336K - $393K
114K $3.71M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
16.5K
+ 17.62%
$49.6 - $50.28 $818K - $829K
110K $5.53M
SUB
Ishares Short Term National Mu

ETFs
8.19K
+ 17.08%
$105.3 - $106.24 $863K - $870K
56.2K $5.93M
VICI
Vici Properties Inc.

Real Estate
25.2K
+ 204.39%
$28.21 - $32.68 $712K - $825K
37.6K $1.23M
NSC
Norfolk Southern Corp

Industrials
3.48K
+ 19.0%
$227.69 - $259.76 $792K - $904K
21.8K $5.16M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
19.8K
+ 11.23%
$47.03 - $47.8 $933K - $948K
197K $9.25M
ARGX
Argenx Se

Healthcare
1.43K
+ 5962.5%
$571.0 - $671.75 $817K - $961K
1.46K $861K
EBAY
Ebay Inc

Consumer Cyclical
7.66K
+ 13.66%
$61.61 - $70.93 $472K - $543K
63.7K $4.32M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
4.96K
+ 1.76%
$17.15 - $21.07 $85.1K - $105K
286K $5.73M
CVNA
Carvana Co.

Consumer Cyclical
3.81K
+ 72.36%
$166.52 - $285.33 $634K - $1.09M
9.07K $1.9M
JHMB
John Hancock Exchange Traded

ETFs
37.5K
+ 1917.12%
$21.17 - $22.05 $794K - $827K
39.5K $864K
AIG
American International Group, Inc.

Financial Services
2.85K
+ 7.1%
$70.5 - $86.94 $201K - $248K
42.9K $3.73M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
8.69K
+ 32.94%
$93.32 - $95.35 $811K - $828K
35.1K $3.28M
AWK
American Water Works Company, Inc.

Utilities
3.55K
+ 29.29%
$121.01 - $149.31 $429K - $530K
15.7K $2.31M
ALL
Allstate Corp

Financial Services
2.06K
+ 7.9%
$180.99 - $210.18 $373K - $433K
28.2K $5.83M
EMQQ
Emqq Emerging Markets Internet

ETFs
2.42K
+ 1.26%
$33.17 - $40.71 $80.4K - $98.6K
194K $7.4M
AM
Antero Midstream Corp

Energy
21.2K
+ 15.04%
$15.47 - $18.04 $328K - $383K
162K $2.92M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
33.7K
+ 25.63%
$21.16 - $21.77 $713K - $734K
165K $3.6M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
16.6K
+ 160.92%
$47.35 - $48.24 $787K - $801K
26.9K $1.28M
CHK
Chesapeake Energy Corp

Energy
9.11K
+ 209.62%
N/A
13.5K $1.15M
HYG
Ishares Tr

ETFs
9.71K
+ 130.84%
$78.51 - $80.11 $762K - $778K
17.1K $1.35M
WMT
Walmart Inc.

Consumer Defensive
35.6K
+ 3.87%
$84.5 - $105.05 $3M - $3.74M
955K $83.8M
PAYX
Paychex Inc

Industrials
1.47K
+ 3.84%
$136.06 - $154.52 $200K - $227K
39.8K $6.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.64K
+ 3.51%
$91.45 - $91.75 $698K - $701K
225K $20.6M
EMLP
First Tr Exchange Traded Iv

ETFs
18.3K
+ 43.71%
$35.79 - $38.28 $655K - $701K
60.2K $2.26M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
35.3K
+ 1614.17%
$20.83 - $21.52 $736K - $760K
37.5K $806K
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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