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
TREX
Trex CO Inc

Industrials
-18
- 2.18%
$54.0 - $74.44 $972 - $1.34K
808 $46K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-317
- 1.84%
$35.96 - $36.72 $11.4K - $11.6K
17K $612K
FSLY
Fastly, Inc.

Technology
-1K
- 74.09%
$6.33 - $10.92 $6.34K - $10.9K
350 $2K
AFG
American Financial Group Inc

Financial Services
-70
- 76.09%
$119.82 - $138.45 $8.39K - $9.69K
22 $2K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-245
- 12.49%
N/A
1.72K $69K
EQNR
Equinor Asa

Energy
-466
- 50.71%
$22.37 - $26.45 $10.4K - $12.3K
453 $11K
GAB
Gabelli Equity Trust Inc

Financial Services
-2.7K
- 6.85%
$5.36 - $5.67 $14.5K - $15.3K
36.7K $202K
JHI
John Hancock Investors Trust

Financial Services
-400
- 1.03%
$13.41 - $14.23 $5.36K - $5.69K
38.5K $521K
SLG
Sl Green Realty Corp

Real Estate
-88
- 18.88%
$55.58 - $68.38 $4.89K - $6.02K
378 $21K
SON
Sonoco Products CO

Consumer Cyclical
-10
- 0.17%
$44.71 - $49.22 $447 - $492
6.04K $285K
HEPS
D Market Electronic Services & Trading
-500
- 1.14%
$2.8 - $3.75 $1.4K - $1.88K
43.4K $123K
NOVT
Novanta Inc

Technology
-62
- 1.97%
N/A
3.09K $486K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-452
- 21.21%
N/A
1.68K $32K
CGNX
Cognex Corp

Technology
-177
- 24.65%
$29.83 - $41.02 $5.28K - $7.26K
541 $16K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-1
- 0.01%
$24.57 - $26.23 $24.6 - $26.2
13.2K $323K
ESOA
Energy Services Of America Corp

Industrials
-384
- 25.36%
$9.07 - $14.66 $3.48K - $5.63K
1.13K $10K
DBB
Invesco Db Base Metals Fund

ETFs
-494
- 31.29%
$18.55 - $19.95 $9.16K - $9.86K
1.09K $20K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-3
- 0.19%
$61.55 - $71.27 $185 - $214
1.58K $98K
MFC
Manulife Financial Corp

Financial Services
-752
- 2.34%
$28.41 - $31.82 $21.4K - $23.9K
31.4K $979K
NYT
New York Times CO

Communication Services
-163
- 63.42%
$46.9 - $55.89 $7.64K - $9.11K
94 $4K
SSL
Sasol LTD

Basic Materials
-978
- 7.12%
$4.07 - $5.4 $3.98K - $5.28K
12.7K $53K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-140
- 0.28%
N/A
50K $3.12M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-366
- 3.87%
$23.87 - $24.35 $8.74K - $8.91K
9.09K $217K
RSF
River North Specialty Finance Corp

ETFs
-300
- 1.63%
$15.02 - $15.39 $4.51K - $4.62K
18.1K $275K
VIRC
Virco Mfg Corporation

Consumer Cyclical
-5
- 0.05%
$9.3 - $11.69 $46.5 - $58.4
10.5K $99K
THO
Thor Industries Inc

Consumer Cyclical
-16
- 5.46%
$75.81 - $105.39 $1.21K - $1.69K
277 $20K
ASB
Associated Banc Corp

Financial Services
-101
- 2.87%
$21.06 - $25.63 $2.13K - $2.59K
3.42K $76K
CRTO
Criteo S.A.

Communication Services
-202
- 88.99%
$34.81 - $45.89 $7.03K - $9.27K
25 $0
E
Eni Spa

Energy
-309
- 86.31%
$27.51 - $31.47 $8.5K - $9.72K
49 $1K
GLOB
Globant S.A.

Technology
-14
- 18.92%
$117.72 - $228.73 $1.65K - $3.2K
60 $7K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-78
- 6.7%
$24.13 - $30.02 $1.88K - $2.34K
1.09K $27K
HPI
John Hancock Preferred Income Fund

Financial Services
-450
- 2.14%
$16.4 - $17.73 $7.38K - $7.98K
20.6K $341K
TREE
Lending Tree, Inc.

Financial Services
-416
- 36.78%
$36.27 - $55.58 $15.1K - $23.1K
715 $35K
RDN
Radian Group Inc

Financial Services
-291
- 25.02%
$30.6 - $34.58 $8.9K - $10.1K
872 $28K
VLY
Valley National Bancorp

Financial Services
-748
- 11.21%
$8.56 - $10.42 $6.4K - $7.79K
5.92K $52K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
-22
- 0.6%
$19.89 - $23.0 $438 - $506
3.62K $72K
PHT
Pioneer High Income Fund, Inc.

Financial Services
-886
- 1.39%
$7.59 - $7.97 $6.72K - $7.06K
62.9K $486K
FCBC
First Community Bankshares Inc

Financial Services
-29
- 1.92%
$37.69 - $45.34 $1.09K - $1.31K
1.48K $55K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
-158
- 28.94%
$29.2 - $32.92 $4.61K - $5.2K
388 $11K
GATX
Gatx Corp

Industrials
-50
- 12.35%
$149.94 - $167.38 $7.5K - $8.37K
355 $55K
HLX
Helix Energy Solutions Group Inc

Energy
-707
- 41.35%
$7.76 - $9.68 $5.49K - $6.84K
1K $8K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
-1.06K
- 94.33%
$5.11 - $8.91 $5.44K - $9.48K
64 $0
OPBK
Op Bancorp

Financial Services
-145
- 11.21%
$11.82 - $16.02 $1.71K - $2.32K
1.15K $13K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
-1.31K
- 81.3%
$4.75 - $5.7 $6.24K - $7.48K
302 $1K
PARA
Paramount Global

Communication Services
-2.96K
- 15.58%
$10.16 - $12.14 $30.1K - $35.9K
16K $191K
LUV
Southwest Airlines CO

Industrials
-208
- 4.74%
$28.18 - $34.84 $5.86K - $7.25K
4.18K $140K
SMMT
Summit Therapeutics Inc.

Healthcare
-400
- 66.67%
$16.65 - $23.76 $6.66K - $9.5K
200 $3K
EAD
Allspring Income Opportunities Fund

Financial Services
-800
- 1.63%
$6.8 - $7.06 $5.44K - $5.65K
48.4K $331K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
-491
- 4.53%
$16.54 - $17.22 $8.12K - $8.46K
10.3K $173K
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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