New Edge Advisors, LLC New Holdings in Q2 2025

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BFZ
Blackrock California Municipal Income Trust

Financial Services
11.4K
New
$10.2 - $11.19 $117K - $128K
11.4K $123K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
5.23K
New
$21.04 - $22.42 $110K - $117K
5.23K $116K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
10.1K
New
$10.92 - $11.45 $110K - $115K
10.1K $112K
ALE
Allete Inc

Utilities
1.66K
New
$63.53 - $65.71 $106K - $109K
1.66K $106K
VET
Vermilion Energy Inc.

Energy
14.5K
New
$5.43 - $8.24 $78.6K - $119K
14.5K $105K
CRMD
Cor Medix Inc.

Healthcare
7.5K
New
$5.86 - $16.56 $44K - $124K
7.5K $92K
HGLB
Highland Global Allocation Fund

N/A
10.3K
New
$7.03 - $9.05 $72.5K - $93.3K
10.3K $89K
IHS
Ihs Holding LTD

Communication Services
15.4K
New
$4.36 - $6.28 $67K - $96.5K
15.4K $85K
OIS
Oil States International, Inc

Energy
15.7K
New
$3.25 - $5.62 $51.2K - $88.5K
15.7K $84K
ATI
Allegheny Technologies Inc

Industrials
863
New
$41.97 - $86.8 $36.2K - $74.9K
863 $74K
MX
Magnachip Semiconductor Corp

Technology
18.6K
New
$2.65 - $4.14 $49.2K - $76.8K
18.6K $73K
WYY
Widepoint Corp

Technology
21.5K
New
$2.63 - $6.0 $56.6K - $129K
21.5K $73K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.4K
New
$36.45 - $42.47 $51K - $59.5K
1.4K $59K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
10.9K
New
$5.26 - $5.78 $57.6K - $63.3K
10.9K $58K
FEP
First Trust Europe Alphadex Fu

ETFs
1.08K
New
$36.11 - $47.8 $38.8K - $51.4K
1.08K $51K
MEOH
Methanex Corp

Basic Materials
1.5K
New
$25.87 - $37.31 $38.8K - $56K
1.5K $49K
KLTR
Kaltura Inc

Technology
23.9K
New
$1.72 - $2.3 $41.1K - $55K
23.9K $48K
MAPS
Wm Technology, Inc.

Technology
47.3K
New
$0.88 - $1.29 $41.6K - $61.1K
47.3K $42K
TALK
Talkspace, Inc.

Healthcare
14.7K
New
$2.58 - $3.35 $37.8K - $49.1K
14.7K $40K
TLF
Tandy Leather Factory, Inc.

Consumer Cyclical
12.6K
New
$2.74 - $3.24 $34.5K - $40.7K
12.6K $38K
FKU
First Trust United Kingdom Alp

ETFs
728
New
$35.99 - $46.89 $26.2K - $34.1K
728 $34K
ANIX
Anixa Biosciences Inc

Healthcare
10K
New
$2.38 - $3.75 $23.9K - $37.7K
10K $33K
IOBT
Io Biotech, Inc.

Healthcare
24.2K
New
$0.83 - $1.62 $20.1K - $39.2K
24.2K $33K
JHCB
John Hancock Corporate Bond Et
1.5K
New
$20.55 - $21.44 $30.8K - $32.2K
1.5K $32K
NWS
News Corp New Cl B Com Stk (De

Communication Services
876
New
$27.41 - $34.31 $24K - $30.1K
876 $30K
TMC
Tmc The Metals CO Inc.

Basic Materials
4.3K
New
$1.62 - $7.49 $6.97K - $32.2K
4.3K $28K
UTZ
Utz Brands, Inc.

Consumer Defensive
2K
New
$11.62 - $14.29 $23.2K - $28.6K
2K $25K
LQDA
Liquidia Corp

Healthcare
2K
New
$11.99 - $19.3 $24K - $38.6K
2K $24K
ODV
Osisko Development Corp.

Basic Materials
10K
New
$1.4 - $2.24 $14K - $22.4K
10K $21K
AMOT
Allied Motion Technologies Inc

Technology
662
New
N/A
662 $18K
PNBK
Patriot National Bancorp Inc

Financial Services
11.7K
New
$0.9 - $6.71 $10.6K - $78.8K
11.7K $17K
OCUP
Ocuphire Pharma, Inc.

Healthcare
16.4K
New
N/A
16.4K $16K
HBNC
Horizon Bancorp Inc

Financial Services
1.07K
New
$12.92 - $15.88 $13.8K - $16.9K
1.07K $16K
NMG
Nouveau Monde Graphite Inc.

Basic Materials
10K
New
$1.34 - $2.01 $13.4K - $20.1K
10K $16K
AVXL
Anavex Life Sciences Corp.

Healthcare
1.63K
New
$7.37 - $9.63 $12K - $15.7K
1.63K $14K
GCO
Genesco Inc

Consumer Cyclical
709
New
$17.2 - $24.22 $12.2K - $17.2K
709 $13K
CCSI
Consensus Cloud Solutions, Inc.

Technology
599
New
$18.19 - $23.53 $10.9K - $14.1K
599 $13K
ARIS
Aris Water Solutions, Inc.

Utilities
563
New
$19.97 - $33.53 $11.2K - $18.9K
563 $13K
EMX
Emx Royalty Corp

Basic Materials
4.9K
New
$1.78 - $2.56 $8.72K - $12.5K
4.9K $12K
CBNK
Capital Bancorp Inc

Financial Services
377
New
$26.11 - $33.58 $9.84K - $12.7K
377 $12K
XYF
X Financial

Financial Services
672
New
$10.77 - $19.46 $7.24K - $13.1K
672 $11K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.06K
New
$10.68 - $12.73 $11.4K - $13.5K
1.06K $11K
IMMR
Immersion Corp

Technology
1.43K
New
$6.63 - $7.98 $9.51K - $11.4K
1.43K $11K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
351
New
$26.97 - $32.13 $9.47K - $11.3K
351 $11K
LRMR
Larimar Therapeutics, Inc.

Healthcare
4.12K
New
$1.71 - $3.25 $7.05K - $13.4K
4.12K $11K
ESP
Espey Mfg & Electronics Corp

Industrials
260
New
$25.0 - $46.22 $6.5K - $12K
260 $11K
HGER
Harbor ETF Tr All Weather Infl
420
New
$22.13 - $25.39 $9.29K - $10.7K
420 $10K
TPC
Tutor Perini Corp

Industrials
222
New
$19.63 - $46.85 $4.36K - $10.4K
222 $10K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
485
New
$17.94 - $23.34 $8.7K - $11.3K
485 $10K
Activity Summary
Buys All Purchases 1917 New Holdings 266 Increased Positions 1651 Sells All Sells 1237 Reductions 1236 Sold out 1 Options Calls 0 Puts 0
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