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
IAPR
Innovator Etfs Tr Internationa

ETFs
10.7K
+ 8.05%
$28.99 - $30.05 $311K - $323K
144K $4.34M
NBTB
Nbt Bancorp Inc

Financial Services
10.3K
New
$40.56 - $45.07 $418K - $465K
10.3K $430K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
21.3K
+ 3.28%
$20.07 - $20.17 $428K - $430K
672K $13.5M
FOUR
Shift4 Payments, Inc.

Technology
5.52K
New
$77.4 - $106.81 $427K - $590K
5.52K $427K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
6.44K
+ 45.81%
$56.63 - $60.72 $365K - $391K
20.5K $1.23M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
7.32K
+ 9.42%
$53.57 - $54.48 $392K - $399K
85.1K $4.61M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.16K
+ 3.61%
$47.56 - $49.7 $198K - $207K
119K $5.91M
ROBO
Robo Global Robotics And Autom

ETFs
6.32K
+ 424.08%
$59.49 - $67.23 $376K - $425K
7.81K $512K
ONTO
Onto Innovation Inc.

Technology
2.3K
+ 52.04%
$90.0 - $136.73 $207K - $314K
6.72K $867K
VKQ
Invesco Municipal Trust

Financial Services
41.3K
+ 90.44%
$8.95 - $9.65 $369K - $398K
86.9K $838K
NWBI
Northwest Bancshares, Inc.

Financial Services
36.4K
+ 45.14%
$11.5 - $13.53 $419K - $492K
117K $1.45M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.94K
+ 10.22%
$46.86 - $48.27 $372K - $383K
85.6K $4.11M
UTG
Reaves Utility Income Fund

Financial Services
828
+ 0.74%
$35.81 - $39.62 $29.7K - $32.8K
113K $4.46M
CF
Cf Industries Holdings, Inc.

Basic Materials
5.18K
+ 24.78%
$80.91 - $98.75 $419K - $511K
26.1K $2.34M
FEMS
First Trust Emerging Markets S

ETFs
4.09K
+ 6.18%
$40.83 - $44.87 $167K - $183K
70.2K $3.1M
JFR
Nuveen Floating Rate Income Fund

Financial Services
56.1K
+ 37.89%
$8.07 - $8.58 $453K - $482K
204K $1.67M
RS
Reliance Steel & Aluminum CO

Basic Materials
1.52K
+ 456.93%
$277.33 - $343.66 $421K - $521K
1.85K $519K
CWB
Spdr Bloomberg Convertible Sec

ETFs
210
+ 0.42%
$82.29 - $90.77 $17.3K - $19.1K
50.5K $4.57M
PHYS
Sprott Physical Gold Trust

Financial Services
835
+ 0.91%
$25.02 - $29.62 $20.9K - $24.7K
92.2K $2.73M
HUBS
Hubspot Inc

Technology
1.79K
+ 37.43%
$420.79 - $560.9 $754K - $1.01M
6.58K $3.08M
EWL
Ishares Inc Msci Switzerlnd

ETFs
7.29K
+ 36.51%
$52.43 - $56.33 $382K - $410K
27.2K $1.51M
HYLS
First Tr Tactical High Yield L

ETFs
8.89K
+ 6.46%
$41.62 - $42.32 $370K - $376K
147K $6.16M
CORT
Corcept Therapeutics Inc

Healthcare
4.75K
+ 396.33%
$67.17 - $83.9 $319K - $399K
5.95K $494K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.62K
+ 2.06%
$39.06 - $43.42 $63.1K - $70.2K
80K $3.47M
TME
Tencent Music Entertainment Group

Communication Services
381
+ 0.37%
$19.17 - $26.36 $7.3K - $10K
103K $2.4M
HII
Huntington Ingalls Industries, Inc.

Industrials
186
+ 2.49%
$246.31 - $287.91 $45.8K - $53.6K
7.65K $2.2M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
5.72K
+ 6.74%
$32.8 - $39.43 $188K - $225K
90.6K $3.15M
MLI
Mueller Industries Inc

Industrials
604
+ 3.93%
$82.07 - $101.7 $49.6K - $61.4K
16K $1.62M
INN
Summit Hotel Properties, Inc.

Real Estate
71.2K
+ 11110.92%
$5.03 - $5.98 $358K - $426K
71.9K $394K
DVYE
Ishares Emerging Markets Divid

ETFs
4.08K
+ 1.59%
$28.5 - $30.64 $116K - $125K
261K $7.74M
MLPA
Global X Mlp ETF

ETFs
11.2K
+ 12.6%
$48.25 - $51.56 $542K - $580K
100K $4.86M
SJNK
Spdr Bloomberg Short Term High

ETFs
14.8K
+ 36.15%
$25.28 - $25.63 $375K - $380K
55.8K $1.43M
VHT
Vanguard Health Care ETF

ETFs
931
+ 7.38%
$239.12 - $259.95 $223K - $242K
13.5K $3.52M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
41K
+ 91.77%
$8.7 - $9.11 $357K - $374K
85.7K $780K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.6K
+ 14.95%
$123.98 - $146.67 $199K - $235K
12.3K $1.73M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
542
+ 0.48%
$29.52 - $34.78 $16K - $18.9K
113K $3.81M
GDMN
Wisdomtree Tr Efficient Gold P
4.82K
New
$48.75 - $79.47 $235K - $383K
4.82K $382K
CASY
Caseys General Stores Inc

Consumer Cyclical
493
+ 26.88%
$494.52 - $565.32 $244K - $279K
2.33K $1.32M
FNGS
Bank Of Montreal

ETFs
4.78K
+ 50.58%
$64.17 - $71.22 $306K - $340K
14.2K $994K
ESTA
Establishment Labs Holdings Inc.

Healthcare
9.22K
+ 3702.41%
$33.62 - $46.11 $310K - $425K
9.47K $388K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
26K
+ 32.93%
$11.55 - $12.56 $300K - $326K
105K $1.32M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
75.1K
+ 12.47%
$5.79 - $5.98 $435K - $449K
678K $3.93M
TCOM
Trip.Com Group LTD

Consumer Cyclical
4.87K
+ 812.33%
$58.74 - $78.52 $286K - $383K
5.47K $411K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
24K
+ 54.55%
$15.39 - $16.8 $369K - $403K
67.9K $1.05M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.94K
+ 1.56%
$76.16 - $78.59 $224K - $231K
191K $14.9M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
4.7K
+ 29.9%
$49.31 - $57.77 $232K - $272K
20.4K $1.16M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
15.1K
+ 80.24%
$22.83 - $23.85 $345K - $361K
34K $809K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
8.13K
+ 630.08%
$41.31 - $44.9 $336K - $365K
9.42K $422K
ARKW
Ark Next Generation Internet E

ETFs
1.46K
+ 35.13%
$144.46 - $174.76 $211K - $255K
5.62K $981K
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email