New Edge Advisors, LLC Purchases in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
30.6K
+ 6.9%
$46.51 - $50.07 $1.43M - $1.53M
475K $22.3M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.55K
+ 35.36%
$86.92 - $99.32 $395K - $452K
17.4K $1.7M
ROK
Rockwell Automation, Inc

Industrials
605
+ 2.87%
$328.67 - $358.52 $199K - $217K
21.7K $7.58M
CCK
Crown Holdings Inc

Consumer Cyclical
6.35K
+ 105.87%
$92.19 - $108.12 $585K - $686K
12.3K $1.19M
STX
Seagate Technology Holdings PLC

Technology
555
+ 11.48%
$142.01 - $236.06 $78.8K - $131K
5.39K $1.27M
MAS
Masco Corp

Industrials
7.51K
+ 116.68%
$64.44 - $76.07 $484K - $572K
14K $982K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5.54K
+ 67.67%
$87.69 - $96.0 $486K - $532K
13.7K $1.29M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4.99K
+ 173.13%
$105.03 - $112.54 $524K - $561K
7.87K $868K
BLKB
Blackbaud Inc

Technology
8.77K
+ 7429.66%
$61.35 - $71.61 $538K - $628K
8.89K $571K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
9.03K
New
$61.15 - $64.13 $552K - $579K
9.03K $561K
RNA
Avidity Biosciences, Inc.

Healthcare
4.07K
+ 16.18%
$28.46 - $50.36 $116K - $205K
29.2K $1.27M
TOST
Toast, Inc.

Technology
28.9K
+ 45.17%
$36.51 - $49.3 $1.06M - $1.43M
93K $3.4M
FCNCA
First Citizens Bancshares Inc

Financial Services
343
+ 98.85%
$1789.16 - $2158.23 $614K - $740K
690 $1.23M
SKYY
First Trust Cloud Computing Et

ETFs
1.22K
+ 3.97%
$118.24 - $138.53 $144K - $169K
31.9K $4.28M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
23.9K
+ 5.71%
$19.85 - $20.2 $474K - $482K
442K $8.87M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
20.8K
+ 3.4%
$24.14 - $24.34 $503K - $507K
634K $15.4M
AMSC
American Superconductor Corp

Industrials
9.1K
+ 1695.34%
$35.98 - $64.63 $328K - $588K
9.64K $567K
ATRO
Astronics Corp

Industrials
9.34K
+ 94.58%
$30.01 - $45.61 $280K - $426K
19.2K $876K
UBS
Ubs Group Ag

Financial Services
4.78K
+ 9.83%
$33.77 - $42.38 $162K - $203K
53.4K $2.19M
RING
Ishares Inc Msci Global Gold M

ETFs
3.21K
+ 19.98%
$42.96 - $64.71 $138K - $208K
19.3K $1.25M
NFG
National Fuel Gas CO

Energy
2.52K
+ 6.21%
$82.19 - $93.72 $207K - $236K
43.1K $3.98M
BTU
Peabody Energy Corp

Energy
1.23K
+ 3.15%
$13.18 - $26.81 $16.2K - $32.9K
40.2K $1.07M
NXPI
Nxp Semiconductors N.V.

Technology
2.06K
+ 25.88%
$205.16 - $239.07 $422K - $492K
10K $2.28M
VGI
Virtus Global Multi Sector Income Fund

Financial Services
67.4K
+ 92.29%
$7.73 - $8.07 $521K - $544K
140K $1.11M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.05K
+ 2.06%
$53.36 - $59.69 $109K - $122K
101K $5.89M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.29K
+ 2.3%
$119.73 - $134.7 $154K - $174K
57.4K $7.66M
ENVA
Enova International, Inc.

Financial Services
4.63K
+ 962.58%
$100.56 - $127.32 $466K - $589K
5.11K $588K
FMX
Mexican Economic Development Inc

Consumer Defensive
5.43K
+ 5896.74%
$83.67 - $106.19 $454K - $576K
5.52K $544K
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
15.6K
+ 4.49%
N/A
363K $12.4M
KO
Coca Cola CO

Consumer Defensive
28.7K
+ 9.23%
$65.67 - $71.67 $1.88M - $2.06M
340K $22.5M
SNEX
Stone X Group Inc.

Financial Services
5.22K
New
$81.94 - $104.56 $428K - $546K
5.22K $527K
INOD
Innodata Inc

Technology
5.59K
+ 95.02%
$36.68 - $75.94 $205K - $424K
11.5K $826K
NI
Nisource Inc.

Utilities
5K
+ 4.8%
$39.0 - $43.33 $195K - $217K
109K $4.73M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.86K
+ 7.45%
$74.68 - $80.26 $288K - $310K
55.7K $4.46M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
32.8K
+ 146.28%
$14.33 - $15.38 $470K - $504K
55.2K $848K
PNW
Pinnacle West Capital Corp

Utilities
5.81K
+ 776.2%
$85.87 - $94.45 $499K - $548K
6.55K $587K
POST
Post Holdings, Inc.

Consumer Defensive
4.84K
+ 1767.52%
$102.36 - $114.04 $496K - $552K
5.12K $549K
IIM
Invesco Value Municipal Income Trust

Financial Services
36.4K
+ 56.42%
$11.23 - $12.55 $409K - $457K
101K $1.27M
LNT
Alliant Energy Corp

Utilities
5.5K
+ 26.23%
$60.76 - $67.41 $334K - $371K
26.5K $1.78M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
11.2K
+ 1209.15%
$40.68 - $46.33 $457K - $520K
12.2K $552K
NXE
Nex Gen Energy Ltd.

Energy
25.5K
+ 17.88%
$6.43 - $9.1 $164K - $232K
168K $1.51M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
38.5K
+ 24.24%
$11.04 - $11.83 $425K - $455K
197K $2.31M
CLOI
Vaneck ETF Tr

ETFs
9.53K
+ 17.22%
$52.8 - $53.1 $503K - $506K
64.9K $3.45M
NDSN
Nordson Corp

Industrials
1.95K
+ 36.93%
$209.25 - $227.98 $407K - $444K
7.22K $1.64M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
8.93K
+ 17.94%
$35.41 - $38.93 $316K - $347K
58.7K $2.28M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
8.08K
+ 18.66%
$41.64 - $45.4 $336K - $367K
51.3K $2.33M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
10.5K
New
$44.58 - $48.01 $469K - $505K
10.5K $503K
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.81K
+ 5582.79%
$52.92 - $78.28 $360K - $533K
6.93K $508K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
83.8K
+ 405.62%
$5.7 - $6.01 $478K - $504K
105K $619K
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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