New Edge Advisors, LLC New Holdings in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
229K
New
$10.62 - $11.83 $2.43M - $2.71M
229K $2.65M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
32.2K
New
$63.91 - $70.19 $2.05M - $2.26M
32.2K $2.17M
PSC
Principal ETF U.S. Small Cap M

ETFs
31.5K
New
$47.13 - $54.5 $1.49M - $1.72M
31.5K $1.53M
YLD
Principal Exchange Traded Fds

ETFs
77.9K
New
$19.03 - $19.51 $1.48M - $1.52M
77.9K $1.48M
EUSB
Ishares Tr Esg Advanced Total

Technology
31.2K
New
$42.05 - $43.43 $1.31M - $1.35M
31.2K $1.35M
AVSF
American Centy ETF Tr Avantis

ETFs
22.7K
New
$45.96 - $46.74 $1.04M - $1.06M
22.7K $1.06M
AVMU
American Centy ETF Travantis C

ETFs
19.4K
New
$45.11 - $46.66 $876K - $906K
19.4K $882K
MAGA
ETF Ser Solutions

ETFs
17.8K
New
$46.61 - $50.11 $827K - $889K
17.8K $859K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
24.4K
New
$28.37 - $29.61 $692K - $722K
24.4K $715K
BMA
Macro Bank Inc.

Financial Services
9.32K
New
$75.51 - $115.85 $704K - $1.08M
9.32K $703K
AMPL
Amplitude, Inc.

Technology
57K
New
$10.19 - $14.44 $580K - $822K
57K $580K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
6.81K
New
$79.96 - $87.71 $545K - $598K
6.81K $559K
CORT
Corcept Therapeutics Inc

Healthcare
4.54K
New
$49.85 - $114.22 $226K - $518K
4.54K $518K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
18.2K
New
$25.98 - $28.41 $473K - $517K
18.2K $500K
TBUX
T Rowe Price Exchange Traded F

ETFs
10K
New
$49.57 - $49.82 $496K - $498K
10K $496K
SNEX
Stone X Group Inc.

Financial Services
5.88K
New
$76.12 - $126.89 $448K - $746K
5.88K $449K
KTEC
Kraneshares Tr Kraneshares Han

ETFs
27.5K
New
$12.65 - $18.4 $348K - $506K
27.5K $446K
FIDI
Fidelity Covington Tr

ETFs
19.3K
New
$19.41 - $22.35 $374K - $431K
19.3K $413K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.27K
New
$91.68 - $109.93 $391K - $469K
4.27K $399K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
16.8K
New
$23.43 - $24.23 $395K - $408K
16.8K $398K
ACT
Enact Holdings, Inc.

Financial Services
9.96K
New
$31.15 - $35.03 $310K - $349K
9.96K $345K
CTA
Simplify Exch Traded Fds Simpl

ETFs
10.8K
New
$27.81 - $30.21 $301K - $327K
10.8K $320K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
11.4K
New
$25.79 - $33.75 $293K - $383K
11.4K $306K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
7.8K
New
$37.69 - $39.76 $294K - $310K
7.8K $296K
ENIC
Enel Chile S.A.

Utilities
88.3K
New
$2.85 - $3.47 $252K - $306K
88.3K $288K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
16.6K
New
$16.47 - $17.25 $274K - $287K
16.6K $276K
PAA
Plains All American Pipeline LP

Energy
13K
New
$17.32 - $20.96 $225K - $272K
13K $259K
NMIH
Nmi Holdings, Inc.

Financial Services
7.1K
New
$34.46 - $39.13 $244K - $278K
7.1K $255K
INVA
Innoviva, Inc.

Healthcare
13.4K
New
$17.21 - $18.98 $231K - $254K
13.4K $242K
HESM
Hess Midstream LP

Energy
5.56K
New
$37.59 - $43.88 $209K - $244K
5.56K $235K
FOX
Fox Corp Cl B (De)

Communication Services
4.24K
New
$45.64 - $54.23 $194K - $230K
4.24K $223K
SKOR
Flexshares Tr Credit Scored Us

ETFs
4.63K
New
$47.35 - $48.46 $219K - $225K
4.63K $223K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
17.5K
New
$11.43 - $13.44 $200K - $235K
17.5K $211K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
14.4K
New
$14.59 - $23.31 $210K - $336K
14.4K $210K
IRT
Independence Realty Trust, Inc.

Real Estate
9.83K
New
$18.23 - $21.8 $179K - $214K
9.83K $208K
LCNB
Lcnb Corp

Financial Services
13.9K
New
$14.32 - $15.76 $200K - $220K
13.9K $206K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
15.2K
New
$12.14 - $13.31 $185K - $203K
15.2K $202K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
5.83K
New
$28.16 - $31.35 $164K - $183K
5.83K $175K
BNTX
Bio N Tech Se

Healthcare
1.84K
New
$91.06 - $126.88 $167K - $233K
1.84K $167K
FEM
First Trust Emerging Markets A

ETFs
7.2K
New
$21.28 - $23.9 $153K - $172K
7.2K $164K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
6.95K
New
$21.08 - $22.48 $146K - $156K
6.95K $154K
MHH
Mastech Digital, Inc.

Industrials
14.5K
New
$9.18 - $15.41 $133K - $223K
14.5K $148K
OPRT
Oportun Financial Corp

Financial Services
24K
New
$3.61 - $8.7 $86.7K - $209K
24K $131K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
8.86K
New
$14.37 - $15.93 $127K - $141K
8.86K $129K
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.1K
New
$24.22 - $24.86 $99.3K - $102K
4.1K $100K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.07K
New
$46.74 - $47.55 $96.9K - $98.6K
2.07K $98K
SVM
Silvercorp Metals Inc

Basic Materials
25K
New
$2.94 - $4.19 $73.6K - $105K
25K $96K
RLGT
Radiant Logistics, Inc

Industrials
14.5K
New
$6.15 - $7.66 $89.4K - $111K
14.5K $89K
CXE
Mfs High Income Municipal Trust

Financial Services
22.7K
New
$3.6 - $3.85 $81.7K - $87.4K
22.7K $83K
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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