New Edge Advisors, LLC New Holdings in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CDX
Simplify Exch.Trad Fds Simplif

ETFs
210K
New
$22.78 - $23.33 $4.78M - $4.9M
210K $4.81M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
51.4K
New
$87.51 - $91.22 $4.5M - $4.69M
51.4K $4.67M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
202K
New
$7.83 - $12.89 $1.58M - $2.6M
202K $2.31M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
111K
New
$12.22 - $12.91 $1.36M - $1.44M
111K $1.44M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
25.3K
New
$45.19 - $48.95 $1.14M - $1.24M
25.3K $1.16M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
29.4K
New
$26.92 - $28.6 $792K - $841K
29.4K $821K
EEMA
Ishares Msci Emerging Markets

ETFs
8.44K
New
$81.98 - $92.25 $692K - $779K
8.44K $774K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
33.5K
New
$21.34 - $21.93 $714K - $734K
33.5K $730K
CIL
Victory Portfolios Ii Shs Intl

ETFs
12.3K
New
$49.54 - $52.16 $609K - $641K
12.3K $634K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
9.03K
New
$61.15 - $64.13 $552K - $579K
9.03K $561K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
10.5K
New
$44.58 - $48.01 $469K - $505K
10.5K $503K
CWST
Casella Waste Systems Inc

Industrials
5.1K
New
$86.69 - $114.82 $442K - $586K
5.1K $483K
MLKN
Millerknoll, Inc.

Consumer Cyclical
26.9K
New
$16.96 - $22.19 $456K - $596K
26.9K $476K
OII
Oceaneering International Inc

Energy
19K
New
$20.47 - $25.66 $389K - $488K
19K $471K
INSM
Insmed Inc

Healthcare
3.14K
New
$96.14 - $147.2 $302K - $462K
3.14K $452K
VIRT
Virtu Financial, Inc.

Financial Services
12.7K
New
$34.87 - $45.12 $442K - $571K
12.7K $449K
TEQI
T Rowe Price Exchange Traded F

Technology
10.3K
New
$41.63 - $44.03 $427K - $451K
10.3K $449K
WLY
John Wiley & Sons, Inc.

Communication Services
11K
New
$37.89 - $43.52 $415K - $477K
11K $443K
ALTG
Alta Equipment Group Inc.

Industrials
60.1K
New
$6.37 - $8.62 $383K - $518K
60.1K $435K
NBTB
Nbt Bancorp Inc

Financial Services
10.3K
New
$40.56 - $45.07 $418K - $465K
10.3K $430K
FOUR
Shift4 Payments, Inc.

Technology
5.52K
New
$77.4 - $106.81 $427K - $590K
5.52K $427K
GDMN
Wisdomtree Tr Efficient Gold P
4.82K
New
$48.75 - $79.47 $235K - $383K
4.82K $382K
WDI
Western Asset Diversified Income Fund

ETFs
24.4K
New
$14.7 - $15.25 $358K - $371K
24.4K $358K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
2.16K
New
$70.83 - $154.44 $153K - $333K
2.16K $332K
KTF
Dws Municipal Income Trust

Financial Services
36.1K
New
$8.51 - $9.29 $307K - $335K
36.1K $331K
DWLD
Davis Fundamental ETF Tr

ETFs
7.2K
New
$40.83 - $45.55 $294K - $328K
7.2K $325K
TTMI
Ttm Technologies Inc

Technology
5.6K
New
$40.06 - $57.75 $224K - $323K
5.6K $322K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
11.1K
New
$27.55 - $28.94 $305K - $320K
11.1K $320K
CSM
Proshares Large Cap Core Plus

ETFs
4.11K
New
$70.54 - $76.83 $290K - $316K
4.11K $314K
ALG
Alamo Group Inc

Industrials
1.63K
New
$190.43 - $232.42 $310K - $378K
1.63K $310K
FCCO
First Community Corp

Financial Services
11K
New
$24.47 - $29.14 $268K - $319K
11K $307K
TACT
Transact Technologies Inc

Technology
53.5K
New
$3.56 - $5.41 $190K - $289K
53.5K $289K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
6.99K
New
$30.36 - $41.12 $212K - $288K
6.99K $285K
NFBK
Northfield Bancorp, Inc.

Financial Services
23K
New
$10.4 - $12.22 $240K - $282K
23K $271K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.25K
New
$113.73 - $121.28 $256K - $273K
2.25K $268K
TFX
Teleflex Inc

Healthcare
2.18K
New
$109.79 - $132.5 $240K - $289K
2.18K $267K
GASS
Stealth Gas Inc.

Industrials
34.6K
New
N/A
34.6K $265K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
19.9K
New
$12.41 - $13.11 $247K - $261K
19.9K $259K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
2.53K
New
$94.73 - $102.36 $240K - $259K
2.53K $255K
FRBA
First Bank (Nj) Common Stock

Financial Services
15.7K
New
$14.64 - $16.99 $229K - $266K
15.7K $255K
CIFR
Cipher Mining Inc.

Financial Services
19.6K
New
$4.72 - $14.15 $92.3K - $277K
19.6K $246K
ISCV
Ishares Morningstar Small Cap

ETFs
3.67K
New
$61.33 - $67.87 $225K - $249K
3.67K $244K
VREX
Varex Imaging Corp

Healthcare
19.4K
New
$6.96 - $12.4 $135K - $240K
19.4K $240K
TMDV
Proshares Tr Russell Us Divid

ETFs
4.92K
New
$46.68 - $49.44 $230K - $243K
4.92K $234K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
6.08K
New
$32.29 - $38.12 $196K - $232K
6.08K $231K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
3.52K
New
$40.33 - $66.97 $142K - $235K
3.52K $231K
JMSB
John Marshall Bancorp, Inc.

Financial Services
11.5K
New
$18.41 - $21.24 $212K - $245K
11.5K $228K
OMFS
Invesco Exchange Traded Self I

ETFs
5K
New
$39.64 - $44.73 $198K - $224K
5K $219K
MNA
Iq Merger Arbitrage ETF

ETFs
6.11K
New
$35.11 - $36.01 $214K - $220K
6.11K $219K
Activity Summary
Buys All Purchases 2065 New Holdings 314 Increased Positions 1751 Sells All Sells 1225 Reductions 1225 Sold out 0 Options Calls 0 Puts 0
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