New Edge Advisors, LLC Reduced Holdings in Q2 2025

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NSIT
Insight Enterprises Inc

Technology
-257
- 91.46%
$128.11 - $147.65 $32.9K - $37.9K
24 $3K
IQI
Invesco Quality Municipal Income Trust

Financial Services
-567
- 0.51%
$9.09 - $9.79 $5.15K - $5.55K
112K $1.05M
IOO
Ishares Tr Global 100 ETF

ETFs
-1.07K
- 16.18%
$84.95 - $107.81 $90.5K - $115K
5.52K $594K
BCO
Brinks CO

Industrials
-562
- 14.23%
$82.06 - $94.4 $46.1K - $53.1K
3.39K $302K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
-3.64K
- 23.93%
$11.7 - $14.28 $42.6K - $52K
11.6K $164K
PHK
Pimco High Income Fund

Financial Services
-5.33K
- 3.68%
$4.43 - $4.88 $23.6K - $26K
139K $669K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-16.3K
- 15.19%
$2.29 - $2.6 $37.3K - $42.4K
91K $236K
SLAB
Silicon Laboratories Inc.

Technology
-339
- 95.49%
$86.17 - $148.63 $29.2K - $50.4K
16 $2K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-12.2K
- 10.46%
$7.19 - $8.75 $87.8K - $107K
105K $914K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-13.6K
- 97.48%
$2.06 - $3.0 $27.9K - $40.7K
350 $0
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.38K
- 16.64%
$37.51 - $45.52 $51.8K - $62.9K
6.93K $313K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
-11.1K
- 22.03%
$4.36 - $5.27 $48.4K - $58.5K
39.3K $201K
RSF
River North Specialty Finance Corp

ETFs
-1.6K
- 8.84%
$14.55 - $15.6 $23.3K - $25K
16.5K $240K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-735
- 17.82%
$68.68 - $84.86 $50.5K - $62.4K
3.39K $287K
LTRN
Lantern Pharma Inc.

Healthcare
-3.42K
- 5.7%
$2.58 - $4.34 $8.82K - $14.8K
56.5K $178K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-99
- 1.71%
$146.74 - $176.07 $14.5K - $17.4K
5.68K $921K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.1K
- 18.59%
$48.22 - $60.41 $52.9K - $66.3K
4.81K $287K
VOYA
Voya Financial, Inc.

Financial Services
-979
- 9.06%
$54.27 - $71.0 $53.1K - $69.5K
9.83K $698K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-3.8K
- 9.15%
$5.62 - $6.14 $21.4K - $23.3K
37.8K $217K
MIN
Mfs Intermediate Income Trust

Financial Services
-12.8K
- 13.58%
$2.63 - $2.72 $33.5K - $34.7K
81.2K $219K
SND
Smart Sand, Inc.

Energy
-6.99K
- 21.95%
$1.81 - $2.56 $12.6K - $17.9K
24.8K $49K
ALC
Alcon Inc

Healthcare
-70
- 1.79%
$82.88 - $98.3 $5.8K - $6.88K
3.84K $338K
MDU
Mdu Resources Group Inc

Industrials
-1.02K
- 1.64%
$15.6 - $17.76 $15.9K - $18.1K
61.2K $1.02M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-2.56K
- 8.67%
N/A
26.9K $331K
PCM
Pcm Fund, Inc.

Financial Services
-2.9K
- 2.98%
$5.93 - $6.49 $17.2K - $18.8K
94.5K $598K
PSO
Pearson PLC

Communication Services
-175
- 0.68%
$14.41 - $16.64 $2.52K - $2.91K
25.7K $383K
QDIV
Global X Funds S&P 500 Quality

ETFs
-468
- 5.04%
$30.56 - $35.14 $14.3K - $16.4K
8.82K $298K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-869
- 31.07%
$22.66 - $26.12 $19.7K - $22.7K
1.93K $47K
PPT
Putnam Premier Income Trust

Financial Services
-9K
- 10.66%
$3.45 - $3.71 $31.1K - $33.4K
75.4K $276K
ERC
Allspring Multi Sector Income Fund

Financial Services
-3.5K
- 12.77%
$8.53 - $9.45 $29.9K - $33.1K
23.9K $225K
HESM
Hess Midstream LP

Energy
-142
- 2.55%
$35.23 - $42.89 $5K - $6.09K
5.42K $208K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-1.17K
- 15.19%
N/A
6.51K $146K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-2.97K
- 6.25%
$32.04 - $38.14 $95.1K - $113K
44.5K $1.7M
KBE
Spdr S&P Bank ETF

ETFs
-799
- 12.26%
$45.85 - $55.78 $36.6K - $44.6K
5.72K $318K
BFK
Blackrock Municipal Income Trust

Financial Services
-2.03K
- 9.55%
$9.2 - $9.99 $18.7K - $20.3K
19.3K $184K
FTF
Franklin LTD Duration Income Trust

Financial Services
-3.4K
- 2.86%
$5.86 - $6.47 $19.9K - $22K
115K $741K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-497
- 12.18%
$91.62 - $109.97 $45.5K - $54.7K
3.59K $394K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.5K
- 4.44%
$54.27 - $63.01 $190K - $220K
75.3K $4.71M
CIF
Mfs Intermediate High Income Fund

Financial Services
-16.6K
- 19.01%
$1.54 - $1.74 $25.6K - $28.9K
70.7K $123K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-5.07K
- 32.61%
$5.0 - $7.65 $25.4K - $38.8K
10.5K $72K
PMX
Pimco Municipal Income Fund Iii

Financial Services
-1.55K
- 3.06%
$6.55 - $7.23 $10.1K - $11.2K
49.1K $336K
SON
Sonoco Products CO

Consumer Cyclical
-95
- 1.57%
$40.6 - $47.93 $3.86K - $4.55K
5.95K $259K
CMA
Comerica Inc

Financial Services
-788
- 2.15%
$50.42 - $59.65 $39.7K - $47K
35.9K $2.14M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
-1.2K
- 9.93%
$20.5 - $21.03 $24.6K - $25.2K
10.9K $228K
QTWO
Q2 Holdings, Inc.

Technology
-325
- 76.11%
$68.72 - $95.27 $22.3K - $31K
102 $9K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-2.7K
- 5.57%
$8.06 - $8.67 $21.8K - $23.4K
45.8K $391K
THW
Tekla World Healthcare Fund

Financial Services
-500
- 3.32%
$10.05 - $11.31 $5.03K - $5.66K
14.6K $149K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-1.18K
- 3.77%
$19.47 - $20.4 $23K - $24.1K
30.1K $606K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-3.02K
- 10.11%
$9.73 - $11.03 $29.3K - $33.3K
26.8K $295K
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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