New Edge Advisors, LLC Reduced Holdings in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUI
Sun Communities Inc

Real Estate
-35
- 2.28%
$116.6 - $131.28 $4.08K - $4.59K
1.5K $193K
Super Micro
-18.5K
- 23.55%
N/A
60K $0
Tat Technologies
-226
- 42.97%
N/A
300 $0
Themes ETF Tr
-40
- 0.38%
N/A
10.5K $0
Thomson Reuters
-48
- 0.9%
N/A
5.31K $0
Tortoise Energy
-24.4K
- 59.84%
N/A
16.4K $0
Tortoise North
-25
- 0.2%
N/A
12.4K $0
DWAC
Digital World Acquisition Corp.

Financial Services
-60
- 3.21%
N/A
1.81K $0
TRX
Trx Gold Corp

Basic Materials
-7K
- 39.55%
$0.33 - $0.62 $2.31K - $4.34K
10.7K $6K
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-52.3K
- 60.03%
N/A
34.8K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-217
- 0.33%
N/A
65.4K $0
Usa Rare
-1.42K
- 61.27%
N/A
900 $0
SMOT
Vaneck ETF Tr Morningstar Smid
-776
- 7.61%
N/A
9.42K $0
Venture Global
-47.4K
- 42.34%
N/A
64.6K $0
Veon LTD
-409
- 3.25%
N/A
12.2K $0
Virtus Convertible & Inc Fd
-2.01K
- 9.42%
N/A
19.4K $0
XRX
Xerox Holdings Corp

Technology
-34
- 79.07%
$3.62 - $6.65 $123 - $226
9 $0
PBW
Invesco Exchange Traded Fd Tr

ETFs
-37
- 19.68%
$20.09 - $29.42 $743 - $1.09K
151 $4K
ACIW
Aci Worldwide, Inc.

Technology
-17
- 4.58%
$40.74 - $52.9 $693 - $899
354 $18K
ASB
Associated Banc Corp

Financial Services
-26
- 1.71%
$23.78 - $27.01 $618 - $702
1.5K $38K
BBSI
Barrett Business Services Inc

Industrials
-97
- 4.85%
$42.51 - $49.17 $4.12K - $4.77K
1.9K $84K
CLBT
Cellebrite Di Ltd.

Technology
-1
- 0.25%
$13.52 - $18.97 $13.5 - $19
403 $7K
EMBC
Embecta Corp.

Healthcare
-6
- 3.33%
$9.58 - $15.31 $57.5 - $91.9
174 $2K
ETSY
Etsy Inc

Consumer Cyclical
-11
- 9.09%
$51.36 - $74.34 $565 - $818
110 $7K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-600
- 4.5%
$20.5 - $21.65 $12.3K - $13K
12.7K $273K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
-85
- 6.67%
$31.65 - $35.2 $2.69K - $2.99K
1.19K $41K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-560
- 3.33%
$16.17 - $16.94 $9.06K - $9.49K
16.3K $274K
GPRO
Go Pro, Inc.

Technology
-1.21K
- 54.4%
$0.73 - $2.88 $880 - $3.47K
1.01K $2K
GRWG
Grow Generation Corp.

Consumer Cyclical
-300
- 28.57%
$0.96 - $2.09 $288 - $627
750 $1K
IAT
Ishares Tr

ETFs
-335
- 5.31%
$48.92 - $54.5 $16.4K - $18.3K
5.97K $313K
MGM
Mgm Resorts International

Consumer Cyclical
-1
- 0.03%
$34.18 - $39.77 $34.2 - $39.8
3.7K $128K
NHC
National Healthcare Corp

Healthcare
-16
- 7.8%
$94.48 - $126.41 $1.51K - $2.02K
189 $22K
IX
Orix Corp

Financial Services
-14
- 4.19%
$22.28 - $27.06 $312 - $379
320 $8K
PENN
Penn National Gaming Inc

Consumer Cyclical
-18
- 2.02%
$16.8 - $20.47 $302 - $368
874 $16K
PRDO
Perdoceo Education Corp

Consumer Defensive
-82
- 10.98%
$28.08 - $37.66 $2.3K - $3.09K
665 $25K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-33
- 3.5%
$14.53 - $17.13 $479 - $565
909 $15K
JETS
ETF Ser Solutions U S Global J

ETFs
-115
- 4.97%
$23.12 - $26.44 $2.66K - $3.04K
2.2K $54K
EGY
Vaalco Energy Inc

Energy
-187
- 6.85%
$3.53 - $4.3 $660 - $804
2.54K $10K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-9
- 0.19%
$9.62 - $11.02 $86.6 - $99.2
4.62K $46K
BLBD
Blue Bird Corp

Consumer Cyclical
-31
- 12.45%
$42.75 - $60.86 $1.33K - $1.89K
218 $12K
DLO
D Local LTD

Technology
-58
- 6.14%
$10.01 - $15.66 $581 - $908
887 $12K
INFU
Infu System Holdings, Inc

Healthcare
-213
- 22.93%
$5.41 - $10.78 $1.15K - $2.3K
716 $7K
PXE
Invesco Exchange Traded Fd Tr

ETFs
-4
- 0.3%
$27.41 - $30.45 $110 - $122
1.31K $38K
ICLN
Ishares

ETFs
-740
- 12.74%
$13.22 - $15.48 $9.78K - $11.5K
5.07K $78K
NIO
Nio Inc.

Consumer Cyclical
-100
- 19.05%
$3.41 - $7.62 $341 - $762
425 $3K
REZI
Resideo Technologies, Inc.

Industrials
-8
- 8.89%
$23.08 - $43.18 $185 - $345
82 $3K
WWD
Woodward, Inc.

Industrials
-8
- 1.24%
$237.33 - $266.1 $1.9K - $2.13K
637 $160K
RFFC
Alps ETF Tr Riverfront Dynamic

ETFs
-81
- 4.18%
$60.13 - $64.23 $4.87K - $5.2K
1.86K $119K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-2
- 2.13%
$241.95 - $303.82 $484 - $608
92 $25K
Activity Summary
Buys All Purchases 2065 New Holdings 314 Increased Positions 1751 Sells All Sells 1225 Reductions 1225 Sold out 0 Options Calls 0 Puts 0
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