New Edge Advisors, LLC Reduced Holdings in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTLS
Materialise Nv

Technology
-14.5K
- 99.53%
$4.9 - $9.62 $71.1K - $139K
68 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.14K
- 6.95%
$39.18 - $43.52 $162K - $180K
55.4K $2.32M
MAS
Masco Corp

Industrials
-1.13K
- 15.84%
$68.67 - $81.85 $77.9K - $92.8K
6.02K $418K
KBE
Spdr S&P Bank ETF

ETFs
-1.53K
- 19.04%
$51.28 - $59.92 $78.6K - $91.9K
6.52K $345K
DLNG
Dynagas Lng Partners LP

Energy
-18.4K
- 99.98%
$3.77 - $5.54 $69.3K - $102K
3 $0
HIMX
Himax Technologies, Inc.

Technology
-12.3K
- 89.84%
$7.2 - $12.85 $88.5K - $158K
1.39K $10K
CSF
Victory Portf Ii Shs Us Disc E

ETFs
-1.06K
- 7.79%
$50.27 - $57.35 $53.3K - $60.8K
12.6K $647K
MIN
Mfs Intermediate Income Trust

Financial Services
-38.7K
- 29.19%
$2.64 - $2.72 $102K - $105K
93.9K $252K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-5.27K
- 9.95%
$22.35 - $24.52 $118K - $129K
47.7K $1.13M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.68K
- 4.67%
$41.09 - $43.24 $69.2K - $72.8K
34.4K $1.42M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-10K
- 43.42%
$10.1 - $10.61 $101K - $106K
13K $133K
CSWI
Csw Industrials, Inc.

Industrials
-67
- 5.37%
$283.77 - $396.86 $19K - $26.6K
1.18K $344K
PHK
Pimco High Income Fund

Financial Services
-20.6K
- 12.45%
$4.85 - $4.98 $99.8K - $102K
145K $707K
GPN
Global Payments Inc

Industrials
-284
- 5.92%
$92.18 - $113.03 $26.2K - $32.1K
4.51K $442K
PID
Invesco Exchange Traded Fd Tr

ETFs
-5.32K
- 7.32%
N/A
67.3K $1.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-2.38K
- 11.1%
$42.93 - $44.71 $102K - $106K
19K $835K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-976
- 4.58%
$83.91 - $90.87 $81.9K - $88.7K
20.3K $1.73M
SUPV
Grupo Supervielle S.A.

Financial Services
-4.14K
- 22.21%
$12.53 - $19.16 $51.8K - $79.2K
14.5K $189K
ZION
Zions Bancorporation, National Association

Financial Services
-338
- 1.98%
$47.0 - $59.03 $15.9K - $20K
16.8K $836K
VTWO
Vanguard Russell 2000 ETF

ETFs
-25
- 0.25%
$80.08 - $92.93 $2K - $2.32K
10.1K $813K
NEP
Nextera Energy Partners, LP

Utilities
-4.95K
- 95.91%
$8.38 - $18.87 $41.4K - $93.3K
211 $1K
PPT
Putnam Premier Income Trust

Financial Services
-26.3K
- 23.76%
$3.54 - $3.65 $93.1K - $96K
84.4K $304K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-846
- 2.23%
$45.66 - $48.85 $38.6K - $41.3K
37.1K $1.71M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-1.79K
- 1.14%
$8.41 - $9.05 $15.1K - $16.2K
155K $1.31M
NXGL
Nexgel, Inc.

Healthcare
-18.6K
- 91.78%
$2.7 - $4.1 $50.3K - $76.4K
1.67K $4K
BSY
Bentley Systems Inc

Technology
-1.79K
- 99.67%
$39.34 - $47.7 $70.6K - $85.6K
6 $0
KBR
Kbr, Inc.

Industrials
-1.32K
- 56.2%
$47.88 - $60.47 $63.2K - $79.8K
1.03K $51K
MAA
Mid America Apartment Communities Inc.

Real Estate
-576
- 59.2%
$146.9 - $170.92 $84.6K - $98.4K
397 $66K
IEX
Idex Corp

Industrials
-233
- 15.89%
$178.23 - $224.31 $41.5K - $52.3K
1.23K $223K
ADM
Archer Daniels Midland CO

Consumer Defensive
-457
- 1.92%
$45.22 - $52.17 $20.7K - $23.8K
23.4K $1.12M
BRKR
Bruker Corp

Healthcare
-1.39K
- 97.34%
$41.74 - $62.95 $58.1K - $87.6K
38 $1K
SWK
Stanley Black & Decker, Inc.

Industrials
-915
- 28.68%
$76.43 - $90.41 $69.9K - $82.7K
2.28K $174K
CNQ
Canadian Natural Resources LTD

Energy
-2.45K
- 3.85%
$26.72 - $32.74 $65.4K - $80.1K
61.2K $1.88M
LHX
L3 Harris Technologies, Inc.

Industrials
-313
- 2.05%
$194.65 - $222.86 $60.9K - $69.8K
15K $3.13M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-7.54K
- 30.2%
$10.81 - $11.42 $81.5K - $86.1K
17.4K $189K
PECO
Phillips Edison & Company, Inc.

Real Estate
-646
- 1.14%
$34.43 - $37.49 $22.2K - $24.2K
56.1K $2.05M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-882
- 2.46%
$44.96 - $47.9 $39.7K - $42.2K
35K $1.59M
GMED
Globus Medical Inc

Healthcare
-284
- 4.81%
$69.68 - $93.32 $19.8K - $26.5K
5.63K $411K
OTEX
Open Text Corp

Technology
-168
- 0.7%
$25.11 - $30.39 $4.22K - $5.11K
23.8K $600K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-237
- 5.43%
$76.24 - $95.41 $18.1K - $22.6K
4.13K $321K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-19.3K
- 99.98%
$3.0 - $4.24 $57.9K - $81.8K
3 $0
MSA
Msa Safety Inc

Industrials
-447
- 82.93%
$146.69 - $166.47 $65.6K - $74.4K
92 $13K
BCO
Brinks CO

Industrials
-533
- 11.89%
$83.39 - $96.29 $44.4K - $51.3K
3.95K $340K
FTC
First Tr Lge Cap Growth

ETFs
-419
- 12.79%
$127.87 - $148.89 $53.6K - $62.4K
2.86K $375K
KB
Kb Financial Group Inc.

Financial Services
-723
- 5.65%
$53.14 - $62.87 $38.4K - $45.5K
12.1K $652K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-867
- 10.92%
$58.11 - $65.29 $50.4K - $56.6K
7.08K $421K
FINV
Fin Volution Group

Financial Services
-11.4K
- 90.19%
$6.58 - $10.72 $74.9K - $122K
1.24K $11K
PIM
Putnam Master Intermediate Income Trust

Financial Services
-23.6K
- 21.89%
$3.23 - $3.35 $76.2K - $79K
84.2K $279K
UFPT
Ufp Technologies Inc

Healthcare
-18
- 1.16%
$198.85 - $285.04 $3.58K - $5.13K
1.54K $309K
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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