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
IDU
Ishares Tr U S Utils ETF

ETFs
3.31K
+ 15.87%
$103.7 - $111.17 $343K - $368K
24.2K $2.68M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.31K
+ 5.93%
$46.69 - $59.27 $155K - $196K
59.2K $3.14M
CSX
Csx Corp

Industrials
7.12K
+ 8.43%
$32.05 - $36.52 $228K - $260K
91.7K $3.25M
CNQ
Canadian Natural Resources LTD

Energy
14.4K
+ 23.21%
$29.31 - $32.93 $421K - $473K
76.3K $2.44M
FLEX
Flex Ltd.

Technology
764
+ 1.38%
$48.49 - $59.33 $37K - $45.3K
56.3K $3.26M
MP
Mp Materials Corp.

Basic Materials
6.98K
+ 1142.72%
$30.03 - $77.13 $210K - $539K
7.59K $509K
JOBY
Joby Aviation, Inc.

Industrials
21.6K
+ 86.24%
$9.81 - $20.39 $212K - $440K
46.6K $752K
IWN
Ishares Russell2000 Val ETF

ETFs
815
+ 4.53%
$157.1 - $178.94 $128K - $146K
18.8K $3.33M
UBSI
United Bankshares Inc

Financial Services
12.2K
+ 29.83%
$35.03 - $38.73 $428K - $474K
53.2K $1.98M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
23.9K
+ 8.85%
$16.46 - $17.1 $394K - $409K
295K $5.01M
CWST
Casella Waste Systems Inc

Industrials
5.1K
New
$86.69 - $114.82 $442K - $586K
5.1K $483K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.44K
+ 3.78%
$75.26 - $80.19 $259K - $276K
94.4K $7.53M
HWC
Hancock Whitney Corp

Financial Services
7.39K
+ 196.72%
$57.63 - $64.31 $426K - $475K
11.1K $697K
AEHR
Aehr Test Systems

Technology
15.9K
+ 35364.44%
$13.29 - $33.63 $211K - $535K
16K $481K
FTHI
First Trust Exchange Traded Fd

ETFs
18.4K
+ 40.2%
$22.76 - $23.92 $420K - $441K
64.3K $1.53M
URTH
Ishares Msci World ETF

ETFs
923
+ 3.63%
$168.96 - $181.71 $156K - $168K
26.3K $4.78M
MLKN
Millerknoll, Inc.

Consumer Cyclical
26.9K
New
$16.96 - $22.19 $456K - $596K
26.9K $476K
MMM
3 M CO

Industrials
2.15K
+ 4.49%
$144.41 - $160.2 $311K - $345K
50.1K $7.77M
EQNR
Equinor Asa

Energy
19.5K
+ 4240.87%
$23.7 - $27.1 $462K - $529K
20K $486K
PODD
Insulet Corp

Healthcare
1.54K
+ 143.84%
$277.3 - $352.82 $428K - $544K
2.61K $807K
OII
Oceaneering International Inc

Energy
19K
New
$20.47 - $25.66 $389K - $488K
19K $471K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
51.2K
+ 18.38%
$7.98 - $8.29 $408K - $424K
330K $2.7M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
9.58K
+ 86.04%
$47.21 - $48.3 $452K - $463K
20.7K $997K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
820
+ 116.48%
$311.12 - $482.13 $255K - $395K
1.52K $694K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2.44K
+ 2.39%
$61.56 - $66.95 $150K - $164K
105K $7.01M
AEP
American Electric Power CO Inc

Utilities
1.26K
+ 3.52%
$103.26 - $115.0 $130K - $145K
37K $4.16M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
2.96K
+ 1.91%
$40.38 - $43.07 $119K - $127K
158K $6.79M
INSM
Insmed Inc

Healthcare
3.14K
New
$96.14 - $147.2 $302K - $462K
3.14K $452K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
7.2K
+ 49.53%
$51.16 - $55.21 $368K - $397K
21.7K $1.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.13K
+ 1.79%
$67.48 - $71.55 $211K - $224K
178K $12.6M
G
Genpact LTD

Technology
10.7K
+ 2652.84%
$41.06 - $46.13 $441K - $496K
11.1K $467K
EVRG
Evergy, Inc.

Utilities
4.56K
+ 31.4%
$67.73 - $76.02 $309K - $346K
19.1K $1.45M
TEQI
T Rowe Price Exchange Traded F

Technology
10.3K
New
$41.63 - $44.03 $427K - $451K
10.3K $449K
VIRT
Virtu Financial, Inc.

Financial Services
12.7K
New
$34.87 - $45.12 $442K - $571K
12.7K $449K
ED
Consolidated Edison Inc

Utilities
4.42K
+ 22.66%
$95.57 - $105.36 $423K - $466K
23.9K $2.41M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.82K
+ 3.89%
$64.75 - $69.05 $183K - $195K
75.4K $5.2M
KEP
Korea Electric Power Corp

Utilities
34.1K
+ 13731.45%
$12.94 - $14.82 $441K - $505K
34.3K $447K
ISCG
Ishares Morningstar Small Cap

ETFs
6.85K
+ 43.97%
$49.84 - $55.14 $342K - $378K
22.4K $1.22M
PCTY
Paylocity Holding Corp

Technology
2.8K
+ 2118.18%
$159.27 - $190.36 $445K - $532K
2.93K $466K
WLY
John Wiley & Sons, Inc.

Communication Services
11K
New
$37.89 - $43.52 $415K - $477K
11K $443K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
17.5K
+ 8.63%
$23.09 - $23.43 $404K - $410K
220K $5.15M
SMR
Nuscale Power Corp

Industrials
16.7K
+ 37.05%
$32.65 - $51.67 $545K - $863K
61.8K $2.22M
FULT
Fulton Financial Corp

Financial Services
23.6K
+ 8870.3%
$17.57 - $19.86 $415K - $469K
23.9K $444K
MDU
Mdu Resources Group Inc

Industrials
20.7K
+ 33.82%
$15.85 - $17.81 $328K - $369K
82K $1.46M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.37K
+ 36.79%
$69.02 - $73.57 $371K - $395K
20K $1.47M
ALTG
Alta Equipment Group Inc.

Industrials
60.1K
New
$6.37 - $8.62 $383K - $518K
60.1K $435K
RDNT
Rad Net, Inc.

Healthcare
1.16K
+ 6.53%
$52.53 - $77.24 $61.1K - $89.9K
19K $1.45M
VMO
Invesco Municipal Opportunity Trust

Financial Services
42.3K
+ 93.43%
$8.9 - $9.67 $377K - $409K
87.6K $847K
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.94K
+ 6.25%
$48.96 - $52.08 $291K - $309K
101K $5.2M
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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