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
CIF
Mfs Intermediate High Income Fund

Financial Services
-3.4K
- 3.75%
$1.68 - $1.75 $5.71K - $5.95K
87.3K $149K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-1.83K
- 4.76%
$3.75 - $4.08 $6.87K - $7.48K
36.7K $142K
OSTK
Overstock.Com, Inc

Consumer Cyclical
-250
- 27.81%
N/A
649 $16K
GGG
Graco Inc

Industrials
-35
- 0.93%
$80.53 - $87.54 $2.82K - $3.06K
3.74K $311K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-82
- 8.02%
$71.9 - $77.57 $5.9K - $6.36K
940 $69K
IYM
Ishares Tr

ETFs
-52
- 24.64%
$128.53 - $142.03 $6.68K - $7.39K
159 $21K
GHYG
Ishares Incus & Intl High Yiel

ETFs
-192
- 4.19%
$43.73 - $44.98 $8.4K - $8.64K
4.39K $195K
SAIC
Science Applications International Corp

Technology
-50
- 11.57%
$95.77 - $119.82 $4.79K - $5.99K
382 $42K
RLY
Ssga Active ETF Tr

ETFs
-235
- 58.75%
$27.21 - $28.6 $6.39K - $6.72K
165 $4K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-171
- 46.09%
$32.17 - $35.61 $5.5K - $6.09K
200 $6K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-24
- 35.29%
$217.62 - $242.36 $5.22K - $5.82K
44 $9K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
-400
- 2.61%
$12.32 - $12.99 $4.93K - $5.2K
14.9K $184K
GLO
Clough Global Opportunities Fund

Financial Services
-500
- 3.45%
$4.84 - $5.37 $2.42K - $2.69K
14K $68K
LNT
Alliant Energy Corp

Utilities
-1.87K
- 8.42%
$56.66 - $66.04 $106K - $123K
20.3K $1.3M
CNHI
Cnh Industrial N.V.

Industrials
-500
- 33.33%
N/A
1K $10K
ELS
Equity Lifestyle Properties Inc

Real Estate
-73
- 89.02%
$64.36 - $69.32 $4.7K - $5.06K
9 $0
NSP
Insperity, Inc.

Industrials
-78
- 47.27%
$69.6 - $94.21 $5.43K - $7.35K
87 $7K
RFG
Invesco Exchange Traded Fd Tr

ETFs
-8
- 0.79%
$43.07 - $51.51 $345 - $412
1.01K $44K
SPVM
Invesco S&P 500 Value With Mom

ETFs
-69
- 1.4%
$55.27 - $60.16 $3.81K - $4.15K
4.87K $279K
LTRN
Lantern Pharma Inc.

Healthcare
-8.44K
- 12.34%
$3.3 - $5.42 $27.8K - $45.7K
59.9K $212K
MTCH
Match Group, Inc.

Communication Services
-105
- 9.2%
$30.08 - $36.47 $3.16K - $3.83K
1.04K $32K
SHW
Sherwin Williams CO

Basic Materials
-428
- 2.75%
$330.16 - $365.55 $141K - $156K
15.1K $5.28M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-334
- 16.65%
$20.96 - $23.51 $7K - $7.85K
1.67K $37K
TTC
Toro CO

Industrials
-2
- 0.33%
$71.86 - $87.28 $144 - $175
600 $43K
URBN
Urban Outfitters Inc

Consumer Cyclical
-73
- 20.45%
$48.81 - $60.44 $3.56K - $4.41K
284 $14K
CSB
Victory Portf Ii Shs Us Small

ETFs
-23
- 1.28%
$55.62 - $62.03 $1.28K - $1.43K
1.77K $101K
WY
Weyerhaeuser CO

Real Estate
-814
- 4.68%
$27.29 - $31.39 $22.2K - $25.6K
16.6K $484K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-101
- 66.01%
$47.4 - $50.24 $4.79K - $5.07K
52 $2K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-130
- 1.91%
$47.6 - $51.91 $6.19K - $6.75K
6.67K $322K
DLB
Dolby Laboratories, Inc.

Industrials
-78
- 6.53%
$76.37 - $87.32 $5.96K - $6.81K
1.12K $89K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-248
- 10.87%
$19.66 - $20.09 $4.88K - $4.98K
2.03K $40K
AN
Autonation, Inc.

Consumer Cyclical
-10
- 3.17%
$156.67 - $195.15 $1.57K - $1.95K
305 $49K
ALTG
Alta Equipment Group Inc.

Industrials
-518
- 63.87%
$4.59 - $7.65 $2.38K - $3.96K
293 $1K
ACLS
Axcelis Technologies Inc

Technology
-56
- 66.67%
$49.67 - $74.45 $2.78K - $4.17K
28 $1K
BFK
Blackrock Municipal Income Trust

Financial Services
-420
- 1.93%
$9.89 - $10.29 $4.15K - $4.32K
21.3K $210K
DBA
Invesco Db Agriculture Fund

ETFs
-90
- 1.16%
$26.05 - $28.38 $2.34K - $2.55K
7.67K $202K
ILCV
Ishares Morningstar Value ETF

ETFs
-90
- 1.23%
$79.37 - $85.24 $7.14K - $7.67K
7.23K $588K
MGY
Magnolia Oil & Gas Corp

Energy
-205
- 42.18%
$22.26 - $26.58 $4.56K - $5.45K
281 $7K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-1.55K
- 1.16%
$14.61 - $15.83 $22.6K - $24.5K
132K $1.99M
POOL
Pool Corp

Industrials
-2
- 1.24%
$314.92 - $364.31 $630 - $729
159 $50K
EXPO
Exponent Inc

Industrials
-2
- 0.46%
$78.9 - $93.95 $158 - $188
433 $35K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-40
- 22.35%
$58.87 - $66.27 $2.35K - $2.65K
139 $8K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-27
- 4.79%
$63.44 - $70.44 $1.71K - $1.9K
537 $34K
ALC
Alcon Inc

Healthcare
-499
- 11.33%
$82.73 - $96.8 $41.3K - $48.3K
3.91K $370K
BGS
B&G Foods, Inc.

Consumer Defensive
-363
- 20.73%
$5.62 - $7.87 $2.04K - $2.86K
1.39K $9K
XAIR
Beyond Air, Inc.

Healthcare
-4.77K
- 20.46%
$0.24 - $0.45 $1.15K - $2.15K
18.5K $5K
CMCO
Columbus Mckinnon Corp

Industrials
-4
- 2.63%
$15.95 - $37.61 $63.8 - $150
148 $2K
CMC
Commercial Metals CO

Basic Materials
-57
- 43.18%
$43.22 - $53.05 $2.46K - $3.02K
75 $3K
EMBC
Embecta Corp.

Healthcare
-85
- 31.02%
$12.28 - $20.93 $1.04K - $1.78K
189 $2K
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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