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
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-160
- 5.59%
$123.11 - $130.57 $19.7K - $20.9K
2.7K $342K
CXM
Sprinklr, Inc.

Technology
-1.61K
- 5.71%
$8.08 - $9.42 $13K - $15.2K
26.6K $222K
RXST
Rx Sight, Inc.

Healthcare
-3
- 0.19%
$24.37 - $35.84 $73.1 - $108
1.6K $40K
CMP
Compass Minerals International Inc

Basic Materials
-406
- 7.04%
$9.29 - $14.21 $3.77K - $5.77K
5.36K $49K
ARBE
Arbe Robotics Ltd.

Technology
-1.4K
- 8.66%
$1.03 - $4.0 $1.44K - $5.6K
14.8K $15K
AXTI
Axt Inc

Technology
-320
- 1.72%
$1.31 - $2.44 $419 - $781
18.3K $25K
IVT
Inven Trust Properties Corp.

Real Estate
-454
- 22.19%
$28.36 - $30.77 $12.9K - $14K
1.59K $46K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-199
- 10.93%
$30.17 - $34.97 $6K - $6.96K
1.62K $48K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-611
- 4.01%
$4.79 - $6.02 $2.93K - $3.68K
14.6K $71K
PAYC
Paycom Software, Inc.

Technology
-788
- 6.79%
$199.42 - $225.82 $157K - $178K
10.8K $2.36M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-2.29K
- 4.19%
$9.82 - $10.44 $22.4K - $23.9K
52.2K $519K
BKU
Bank United, Inc.

Financial Services
-293
- 26.91%
$31.36 - $41.63 $9.19K - $12.2K
796 $27K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-37
- 5.56%
$182.78 - $209.07 $6.76K - $7.74K
629 $117K
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
-901
- 7.12%
$21.84 - $24.05 $19.7K - $21.7K
11.8K $277K
KRG
Kite Realty Group Trust

Real Estate
-265
- 9.25%
$21.24 - $25.05 $5.63K - $6.64K
2.6K $58K
OHI
Omega Healthcare Investors Inc

Real Estate
-525
- 1.78%
$35.7 - $38.33 $18.7K - $20.1K
29K $1.11M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-222
- 7.93%
$53.81 - $62.59 $11.9K - $13.9K
2.58K $144K
REAL
The Real Real, Inc.

Consumer Cyclical
-185
- 8.36%
$5.11 - $9.93 $945 - $1.84K
2.03K $10K
WLK
Westlake Corp

Basic Materials
-60
- 10.75%
$99.12 - $119.16 $5.95K - $7.15K
498 $49K
ESAB
Esab Corp

Industrials
-38
- 1.52%
$115.08 - $131.54 $4.37K - $5K
2.46K $286K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-175
- 2.55%
$41.55 - $43.98 $7.27K - $7.7K
6.7K $280K
FT
Franklin Universal Trust

Financial Services
-2.27K
- 13.96%
$7.25 - $7.66 $16.5K - $17.4K
14K $105K
ROUS
Hartford Multifactor Us Equity

ETFs
-217
- 1.13%
$49.44 - $53.78 $10.7K - $11.7K
19K $963K
CLBT
Cellebrite Di Ltd.

Technology
-120
- 3.07%
$16.78 - $26.0 $2.01K - $3.12K
3.79K $73K
DRIV
Global X Fds Global X Autonomo

ETFs
-357
- 13.36%
$21.14 - $24.23 $7.55K - $8.65K
2.32K $48K
LSTR
Landstar System Inc

Industrials
-5
- 0.9%
$146.63 - $177.82 $733 - $889
548 $82K
AINV
Apollo Investment Corp

Financial Services
-1.15K
- 4.69%
N/A
23.4K $260K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-6
- 0.42%
$99.42 - $126.15 $597 - $757
1.43K $151K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
-4.8K
- 12.97%
$2.88 - $2.99 $13.8K - $14.4K
32.2K $93K
PVAL
Putnam ETF Tr Putnam Focused L
-517
- 7.85%
$36.8 - $39.59 $19K - $20.5K
6.07K $231K
AAL
American Airlines Group Inc.

Industrials
-1.13K
- 8.34%
N/A
12.4K $137K
BST
Black Rock Science & Technology Trust

Financial Services
-248
- 23.51%
$32.99 - $38.94 $8.18K - $9.66K
807 $26K
CPT
Camden Property Trust

Real Estate
-106
- 84.13%
$109.16 - $125.53 $11.6K - $13.3K
20 $2K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 2.26%
$20.82 - $22.08 $21.4K - $22.7K
44.5K $954K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-4.5K
- 10.18%
$12.52 - $13.63 $56.3K - $61.3K
39.7K $532K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-153
- 64.29%
$67.16 - $87.51 $10.3K - $13.4K
85 $6K
VOYA
Voya Financial, Inc.

Financial Services
-12
- 0.11%
$65.1 - $75.67 $781 - $908
10.8K $732K
CSWC
Capital Southwest Corp

Financial Services
-971
- 5.08%
$21.69 - $23.81 $21.1K - $23.1K
18.2K $405K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-7
- 0.13%
$18.72 - $21.24 $131 - $149
5.27K $98K
APOG
Apogee Enterprises, Inc.

Industrials
-152
- 96.2%
$46.23 - $71.9 $7.03K - $10.9K
6 $0
ATKR
Atkore Inc.

Industrials
-70
- 22.88%
$58.89 - $88.18 $4.12K - $6.17K
236 $14K
BCE
Bce Inc

Communication Services
-485
- 18.78%
$22.14 - $25.18 $10.7K - $12.2K
2.1K $48K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-261
- 1.33%
$9.89 - $10.46 $2.58K - $2.73K
19.4K $192K
EGHT
8 X8 Inc

Technology
-341
- 2.2%
$1.99 - $3.47 $679 - $1.18K
15.2K $30K
GME
Game Stop Corp.

Consumer Cyclical
-176
- 23.5%
$21.73 - $33.37 $3.82K - $5.87K
573 $12K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-900
- 2.96%
N/A
29.5K $362K
FNDA
Schwab Fundamental U S Small C

ETFs
-24
- 0.54%
$26.87 - $30.99 $645 - $744
4.4K $120K
SA
Seabridge Gold Inc

Basic Materials
-2.78K
- 3.32%
$10.47 - $13.33 $29.1K - $37K
80.8K $943K
AOS
Smith A O Corp

Industrials
-96
- 5.71%
$65.16 - $72.69 $6.26K - $6.98K
1.59K $103K
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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