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
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
34.8K
+ 31.22%
$12.18 - $12.91 $423K - $449K
146K $1.81M
CF
Cf Industries Holdings, Inc.

Basic Materials
6.78K
+ 54.0%
$75.03 - $97.25 $508K - $659K
19.3K $1.51M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
17.9K
+ 13.41%
$18.46 - $19.19 $330K - $343K
151K $2.9M
FNDF
Schwab Fundamental Intl Large

ETFs
5.55K
+ 6.92%
$32.9 - $37.45 $183K - $208K
85.7K $3.1M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.01K
+ 25.37%
$49.67 - $51.43 $398K - $412K
39.6K $2.02M
IAK
Ishares Tr

ETFs
1.23K
+ 5.29%
$121.85 - $137.9 $150K - $170K
24.6K $3.38M
RPM
Rpm International Inc

Basic Materials
3.88K
+ 176.06%
$114.03 - $128.31 $442K - $497K
6.08K $702K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
8.11K
+ 127.66%
$48.95 - $52.36 $397K - $424K
14.5K $744K
FPE
First Tr Pfd Secs & Income ETF

ETFs
26.3K
+ 7.83%
$17.53 - $17.87 $462K - $470K
363K $6.38M
STT
State Street Corp

Financial Services
5.23K
+ 105.21%
$84.47 - $102.23 $441K - $534K
10.2K $912K
FANG
Diamondback Energy, Inc.

Energy
3.53K
+ 9.45%
$139.9 - $180.18 $494K - $636K
40.9K $6.54M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.51K
+ 2.73%
$59.28 - $66.1 $149K - $166K
94.3K $5.99M
FIW
First Trust Water ETF

ETFs
4.88K
+ 8.42%
$99.48 - $106.74 $485K - $521K
62.9K $6.33M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.98K
+ 14.28%
$57.44 - $59.4 $344K - $355K
47.9K $2.84M
RACE
Ferrari N.V.

Consumer Cyclical
935
+ 25.31%
$413.73 - $508.15 $387K - $475K
4.63K $1.98M
PSO
Pearson PLC

Communication Services
25.6K
+ 10532.1%
$15.45 - $17.75 $395K - $454K
25.8K $413K
IYK
Ishares U.S. Consumer Staples

ETFs
4.06K
+ 20.96%
$63.29 - $71.8 $257K - $291K
23.4K $1.68M
RING
Ishares Inc Msci Global Gold M

ETFs
9.94K
+ 736.3%
$28.64 - $38.36 $285K - $381K
11.3K $433K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.23K
+ 334.08%
$162.48 - $175.37 $362K - $390K
2.89K $503K
AR
Antero Resources Corp

Energy
9.57K
+ 16498.28%
$33.64 - $41.42 $322K - $396K
9.63K $389K
IMO
Imperial Oil LTD

Energy
4.2K
+ 54.66%
$62.41 - $73.34 $262K - $308K
11.9K $859K
XEL
Xcel Energy Inc

Utilities
2.39K
+ 3.81%
$63.37 - $72.1 $152K - $172K
65.1K $4.61M
FNV
Franco Nevada Corp

Basic Materials
943
+ 16.71%
$120.72 - $157.56 $114K - $149K
6.59K $1.04M
SIL
Global X Silver Miners ETF

ETFs
8.08K
+ 120.64%
$31.91 - $40.68 $258K - $329K
14.8K $583K
AGX
Argan Inc

Industrials
2.88K
+ 118.32%
$104.05 - $185.35 $300K - $534K
5.32K $697K
ARCC
Ares Capital Corp

Financial Services
15K
+ 14.35%
$21.28 - $23.81 $320K - $358K
120K $2.65M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
7.92K
+ 8.74%
$44.26 - $45.22 $351K - $358K
98.6K $4.39M
BCS
Barclays PLC

Financial Services
19.8K
+ 72.77%
$12.69 - $16.25 $251K - $322K
47.1K $722K
KT
Kt Corp

Communication Services
20.3K
+ 20894.85%
$15.57 - $18.63 $316K - $378K
20.4K $360K
LRN
Stride, Inc.

Consumer Defensive
2.29K
+ 80.87%
$106.34 - $142.28 $244K - $326K
5.12K $648K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
8.11K
+ 8531.58%
$43.48 - $52.89 $352K - $429K
8.2K $357K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
16.1K
+ 11.96%
$23.1 - $23.56 $371K - $378K
150K $3.48M
XLU
Utilities Sector Spdr

ETFs
53
+ 0.05%
$74.7 - $80.27 $3.96K - $4.25K
110K $8.65M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.06K
+ 42.71%
$308.87 - $383.33 $326K - $404K
3.53K $1.15M
XLC
Select Sector Spdr Tr Communic

ETFs
4.13K
+ 2.73%
$94.84 - $105.31 $392K - $435K
155K $15M
HDV
Ishares Core High Dividend ETF

ETFs
897
+ 3.38%
$110.86 - $121.12 $99.4K - $109K
27.5K $3.33M
CGCP
Capital Group Core Plus Income

ETFs
14.1K
+ 16.57%
$21.94 - $22.64 $310K - $320K
99.3K $2.23M
GNR
Spdr S&P Global Natural Resour

ETFs
4.81K
+ 20.61%
$50.12 - $54.48 $241K - $262K
28.2K $1.5M
DGX
Quest Diagnostics Inc

Healthcare
2.44K
+ 34.48%
N/A
9.52K $1.31M
INFY
Infosys LTD

Technology
24.4K
+ 79.95%
$18.06 - $22.89 $441K - $559K
55K $1M
ONTO
Onto Innovation Inc.

Technology
3.12K
+ 312.51%
$121.34 - $224.5 $379K - $701K
4.12K $500K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.58K
+ 2.68%
$408.78 - $448.82 $648K - $711K
60.7K $25.5M
CNP
Centerpoint Energy Inc

Utilities
2.26K
+ 4.06%
$30.87 - $36.25 $69.6K - $81.7K
57.9K $2.1M
HTRB
Hartford Fds Total Return Bd E

ETFs
6.63K
+ 3.27%
$33.03 - $34.09 $219K - $226K
209K $7.08M
CEPU
Central Puerto S.A.

Utilities
29.9K
+ 4431.16%
$11.09 - $15.9 $331K - $475K
30.5K $338K
IBMP
Ishares Tr Ibonds December 202

ETFs
10.9K
+ 2.95%
$25.1 - $25.34 $273K - $275K
379K $9.59M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.79K
+ 4.18%
$48.43 - $49.9 $184K - $189K
94.5K $4.71M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.87K
+ 4339.53%
$160.89 - $187.27 $300K - $349K
1.91K $330K
FIS
Fidelity National Information Services, Inc.

Technology
9.06K
+ 15.56%
$68.12 - $83.42 $617K - $755K
67.3K $5.02M
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
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