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
BSCU
Invesco Exc Self Ind Tr

ETFs
33.2K
+ 56.36%
$16.2 - $16.64 $537K - $552K
92.1K $1.53M
VFMV
Vanguard Wellington Fd

ETFs
1.09K
+ 1.59%
$119.38 - $128.27 $130K - $139K
69.5K $8.81M
CELH
Celsius Holdings, Inc.

Consumer Defensive
13.2K
+ 131.5%
$21.28 - $35.62 $280K - $469K
23.2K $825K
IYT
Ishares Tr U.S. Transportation

ETFs
8.82K
+ 233.93%
$63.37 - $73.39 $559K - $647K
12.6K $806K
PMAR
Innovator U.S. Equity Power Bu

ETFs
14.1K
+ 34.17%
$39.51 - $41.0 $556K - $577K
55.3K $2.21M
ORI
Old Republic International Corp

Financial Services
13.2K
+ 121.94%
$33.46 - $39.22 $442K - $519K
24.1K $943K
MINO
Pimco ETF Tr Municipal Income

ETFs
13.2K
+ 10.82%
$44.44 - $45.83 $588K - $606K
136K $6.06M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.7K
+ 3.71%
$51.26 - $52.53 $602K - $617K
328K $16.9M
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.89K
+ 9.46%
$83.18 - $89.27 $656K - $704K
91.2K $7.63M
NWSA
News Corp

Communication Services
21.1K
+ 23.07%
$26.29 - $30.49 $554K - $642K
112K $3.06M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
224
+ 8.57%
$1227.6 - $1458.46 $275K - $327K
2.84K $3.83M
BR
Broadridge Financial Solutions, Inc.

Technology
937
+ 4.96%
$221.46 - $244.83 $208K - $229K
19.8K $4.81M
JCI
Johnson Controls International PLC

Industrials
4.82K
+ 3.8%
$76.12 - $90.6 $367K - $437K
132K $10.5M
OKTA
Okta, Inc.

Technology
4.95K
+ 853.45%
$78.83 - $116.72 $390K - $578K
5.53K $581K
SRE
Sempra Energy

Utilities
12.4K
+ 57.34%
$67.85 - $87.67 $844K - $1.09M
34.1K $2.44M
AMZA
Etfis Ser Tr I

ETFs
5.06K
+ 8.26%
$43.54 - $48.7 $220K - $247K
66.4K $3.15M
BMI
Badger Meter Inc

Technology
2.89K
+ 327.95%
$189.49 - $221.51 $547K - $639K
3.77K $716K
ATO
Atmos Energy Corp

Utilities
2.7K
+ 38.01%
$136.51 - $154.58 $369K - $418K
9.82K $1.52M
MCHP
Microchip Technology Inc

Technology
15.5K
+ 61.91%
$48.41 - $64.3 $750K - $996K
40.5K $1.96M
JNPR
Juniper Networks Inc

Technology
14.6K
+ 5255.23%
$34.38 - $39.03 $500K - $568K
14.8K $536K
COF
Capital One Financial Corp

Financial Services
2.88K
+ 28.18%
$163.87 - $209.82 $471K - $603K
13.1K $2.34M
NI
Nisource Inc.

Utilities
11.5K
+ 60.14%
$35.57 - $41.23 $407K - $472K
30.5K $1.22M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
46.4K
+ 46.51%
$11.4 - $11.96 $529K - $555K
146K $1.68M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
36.6K
+ 159.48%
$13.05 - $13.97 $478K - $512K
59.6K $812K
BRO
Brown & Brown, Inc.

Financial Services
846
+ 4.67%
$100.54 - $124.4 $85.1K - $105K
19K $2.36M
EOG
Eog Resources Inc

Energy
3.13K
+ 16.31%
$120.54 - $138.05 $378K - $432K
22.3K $2.86M
PPL
Ppl Corp

Utilities
9.61K
+ 22.25%
$31.68 - $36.11 $305K - $347K
52.8K $1.91M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
26.5K
+ 81.6%
$17.95 - $18.89 $476K - $501K
59K $1.09M
VTR
Ventas, Inc.

Real Estate
7.1K
+ 856.09%
$56.9 - $70.47 $404K - $500K
7.93K $544K
RJF
Raymond James Financial Inc

Financial Services
6.16K
+ 27.74%
$137.62 - $172.64 $847K - $1.06M
28.4K $3.94M
SRLN
Ssga Active Trust

ETFs
13K
+ 17.22%
$41.02 - $41.99 $535K - $548K
88.8K $3.65M
FHN
First Horizon Corp

Financial Services
32.8K
+ 16.05%
$17.7 - $22.43 $580K - $735K
237K $4.6M
C
Citigroup Inc

Financial Services
5.83K
+ 4.69%
$67.23 - $84.63 $392K - $493K
130K $9.24M
SU
Suncor Energy Inc

Energy
8.25K
+ 15.05%
$34.27 - $40.63 $283K - $335K
63.1K $2.44M
PEG
Public Service Enterprise Group Inc

Utilities
7.19K
+ 14.99%
$78.2 - $90.39 $562K - $650K
55.2K $4.54M
RMBS
Rambus Inc

Technology
9.38K
+ 22321.43%
$51.55 - $68.59 $483K - $643K
9.42K $487K
CCJ
Cameco Corp

Energy
40.5K
+ 35.02%
$40.64 - $56.86 $1.64M - $2.3M
156K $6.42M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
15.1K
+ 16.95%
$31.75 - $36.0 $480K - $545K
104K $3.53M
ENSG
Ensign Group, Inc

Healthcare
4.27K
+ 18.72%
$125.4 - $148.86 $536K - $636K
27.1K $3.51M
AGOX
Starboard Invt Tr

ETFs
21.6K
+ 95.8%
$24.2 - $29.41 $522K - $634K
44.1K $1.08M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
20.1K
+ 14.91%
$23.49 - $23.77 $473K - $479K
155K $3.66M
NJR
New Jersey Resources Corp

Utilities
8.81K
+ 65.7%
$45.25 - $49.37 $399K - $435K
22.2K $1.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.82K
+ 3.9%
$56.17 - $59.71 $551K - $586K
261K $14.9M
GPC
Genuine Parts CO

Consumer Cyclical
3.35K
+ 13.38%
$115.91 - $129.02 $389K - $433K
28.4K $3.39M
OTTR
Otter Tail Corp

Utilities
4.31K
+ 25.08%
$72.43 - $83.38 $312K - $359K
21.5K $1.73M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.33K
+ 25.56%
$96.9 - $104.39 $419K - $452K
21.3K $2.11M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.94K
+ 7.15%
$65.27 - $71.18 $518K - $565K
119K $7.89M
HSY
Hershey CO

Consumer Defensive
2.57K
+ 41.16%
$144.74 - $186.36 $372K - $479K
8.81K $1.51M
SPTS
Spdr Portfolio Short Term Trea

ETFs
15K
+ 76.19%
$28.92 - $29.24 $435K - $439K
34.8K $1.02M
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
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