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
Global X Fds
-4.15K
- 23.56%
N/A
13.5K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-277
- 21.98%
N/A
983 $0
PIO
Invesco Exchange Traded Fd Tr

ETFs
-37
- 2.62%
$38.78 - $41.4 $1.43K - $1.53K
1.38K $55K
Nextracker Inc
-336
- 33.4%
N/A
670 $0
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-1.27K
- 4.68%
$5.3 - $5.8 $6.74K - $7.38K
25.9K $145K
NSA
National Storage Affiliates Trust

Real Estate
-3
- 0.58%
$35.92 - $39.59 $108 - $119
515 $20K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-5
- 3.94%
$47.74 - $65.16 $239 - $326
122 $7K
HFBL
Home Federal Bancorp, Inc. Of Louisiana

Financial Services
-100
- 2.44%
$12.31 - $13.55 $1.23K - $1.36K
4K $52K
IGIC
International General Insurance Holdings Ltd.

Financial Services
-5
- 1.22%
$23.08 - $27.36 $115 - $137
406 $10K
JHMD
John Hancock ETF Tr Multifacto

ETFs
-330
- 7.7%
$31.74 - $36.18 $10.5K - $11.9K
3.96K $138K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-34
- 0.92%
$74.87 - $79.99 $2.55K - $2.72K
3.68K $282K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
-750
- 1.57%
$7.54 - $7.93 $5.66K - $5.95K
46.9K $358K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.01%
$39.4 - $42.61 $118 - $128
27.2K $1.1M
DRD
Drdgold LTD

Basic Materials
-475
- 35.5%
$8.63 - $15.47 $4.1K - $7.35K
863 $13K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-324
- 1.86%
$15.63 - $16.23 $5.06K - $5.26K
17.1K $272K
FTS
Fortis Inc.

Utilities
-74
- 5.46%
$40.49 - $45.58 $3K - $3.37K
1.28K $58K
PINS
Pinterest, Inc.

Communication Services
-94
- 3.43%
$29.79 - $40.0 $2.8K - $3.76K
2.64K $81K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-32
- 0.54%
$21.77 - $22.56 $697 - $722
5.94K $133K
SND
Smart Sand, Inc.

Energy
-5.55K
- 14.86%
$2.01 - $2.64 $11.2K - $14.7K
31.8K $82K
DBP
Invesco Db Precious Metals Fund

ETFs
-247
- 12.71%
$61.03 - $71.45 $15.1K - $17.6K
1.7K $121K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-146
- 5.85%
$47.45 - $51.96 $6.93K - $7.59K
2.35K $121K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-49
- 0.89%
$59.63 - $64.37 $2.92K - $3.15K
5.46K $339K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-77
- 0.6%
$22.46 - $23.26 $1.73K - $1.79K
12.7K $294K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-21
- 0.45%
$8.57 - $10.13 $180 - $213
4.64K $44K
EGP
Eastgroup Properties Inc

Real Estate
-16
- 3.4%
$155.63 - $187.46 $2.49K - $3K
454 $79K
MDIV
First Trust Multi Asset Divers

ETFs
-8
- 0.05%
$16.02 - $16.68 $128 - $133
16.7K $273K
GH
Guardant Health, Inc.

Healthcare
-437
- 22.65%
$31.77 - $49.94 $13.9K - $21.8K
1.49K $63K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-200
- 0.83%
$10.47 - $10.92 $2.09K - $2.18K
23.8K $255K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
-1.5K
- 2.92%
$7.97 - $8.55 $12K - $12.8K
49.9K $416K
GLU
Gabelli Global Utility & Income Trust

Financial Services
-500
- 4.54%
$14.67 - $16.28 $7.34K - $8.14K
10.5K $170K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-3.71K
- 3.77%
$5.15 - $5.57 $19.1K - $20.6K
94.5K $508K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-1K
- 2.85%
$13.65 - $14.45 $13.7K - $14.5K
34.1K $486K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-4
- 2.9%
$81.78 - $131.92 $327 - $528
134 $17K
RYN
Rayonier Inc

Real Estate
-9
- 0.27%
$24.95 - $28.24 $225 - $254
3.38K $94K
ABEV
Ambev S.A.

Consumer Defensive
-1.13K
- 6.63%
$1.77 - $2.37 $2.01K - $2.69K
16K $37K
PCF
High Income Securities Fund

Financial Services
-700
- 0.8%
$6.51 - $6.86 $4.56K - $4.8K
87K $578K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-23
- 0.12%
$4.79 - $5.34 $110 - $123
19.1K $98K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-1.11K
- 6.2%
$21.64 - $23.93 $23.9K - $26.4K
16.7K $399K
SBAC
Sba Communications Corp

Real Estate
-61
- 4.78%
$192.76 - $224.91 $11.8K - $13.7K
1.22K $267K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-26
- 0.12%
$5.28 - $5.77 $137 - $150
20.8K $119K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-31
- 0.07%
$15.13 - $18.07 $469 - $560
42.5K $702K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-18
- 2.36%
$416.48 - $494.72 $7.5K - $8.9K
745 $362K
WPC
W. P. Carey Inc.

Real Estate
-992
- 12.1%
$53.5 - $65.05 $53.1K - $64.5K
7.2K $454K
HEZU
Ishares Currency Hedged Msci E

ETFs
-2.4K
- 7.4%
$35.85 - $40.72 $85.9K - $97.6K
30K $1.17M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
-700
- 1.48%
$7.65 - $8.11 $5.36K - $5.68K
46.7K $378K
CHTR
Charter Communications, Inc.

Communication Services
-25
- 3.52%
$334.89 - $384.77 $8.37K - $9.62K
686 $252K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-273
- 2.37%
$27.77 - $31.75 $7.58K - $8.67K
11.2K $339K
IHE
Ishares Tr

ETFs
-23
- 1.05%
$65.36 - $72.85 $1.5K - $1.68K
2.16K $152K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-5.75K
- 14.32%
$9.19 - $12.93 $52.9K - $74.4K
34.4K $384K
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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