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
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
2.92K
+ 3.03%
$60.96 - $64.31 $178K - $188K
99.1K $6.3M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
4.26K
+ 21.46%
$32.78 - $42.61 $140K - $182K
24.1K $1.01M
GLOB
Globant S.A.

Technology
6.37K
+ 10610.0%
$55.6 - $93.3 $354K - $594K
6.43K $368K
MET
Metlife Inc

Financial Services
3.13K
+ 5.76%
$73.82 - $82.37 $231K - $257K
57.3K $4.72M
WDAY
Workday, Inc.

Technology
1.49K
+ 22.57%
$213.69 - $247.69 $318K - $369K
8.09K $1.95M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
26.5K
+ 23.42%
$11.15 - $11.87 $296K - $315K
140K $1.62M
AGX
Argan Inc

Industrials
430
+ 8.76%
$202.53 - $271.07 $87.1K - $117K
5.34K $1.44M
HDV
Ishares Core High Dividend ETF

ETFs
1.62K
+ 5.32%
$118.16 - $123.66 $191K - $200K
32K $3.92M
FISV
Fiserv Inc

Technology
2.86K
+ 12.29%
N/A
26.1K $3.27M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.65K
+ 5.8%
$81.76 - $86.36 $298K - $315K
66.6K $5.65M
IQI
Invesco Quality Municipal Income Trust

Financial Services
30.9K
+ 27.69%
$9.06 - $10.0 $280K - $309K
143K $1.4M
COPX
Global X Copper Miners ETF

ETFs
2.24K
+ 14.95%
$42.75 - $59.81 $95.6K - $134K
17.2K $1.03M
UAL
United Airlines Holdings, Inc.

Industrials
794
+ 4.83%
$80.05 - $109.36 $63.6K - $86.8K
17.2K $1.66M
BSMU
Invesco Exchange Self Ind Tr

ETFs
15.9K
+ 611.62%
$21.43 - $22.06 $341K - $351K
18.5K $405K
SAN
Banco Santander, S.A.

Financial Services
6.97K
+ 5.56%
$8.27 - $10.48 $57.6K - $73K
132K $1.39M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3K
+ 116.29%
$67.16 - $93.48 $201K - $280K
5.58K $519K
ZS
Zscaler, Inc.

Technology
1.39K
+ 27.89%
$267.68 - $316.5 $372K - $440K
6.38K $1.91M
WTRG
Essential Utilities, Inc.

Utilities
6.55K
+ 22.56%
$36.73 - $39.9 $241K - $261K
35.6K $1.42M
FE
Firstenergy Corp

Utilities
3.37K
+ 10.16%
$39.76 - $45.82 $134K - $155K
36.6K $1.68M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
242
+ 0.67%
$161.6 - $171.2 $39.1K - $41.4K
36.6K $6.26M
FTSL
First Trust Senior Ln Fund

ETFs
7.58K
+ 2.67%
$45.81 - $46.18 $347K - $350K
292K $13.4M
DWM
Wisdomtree Tr

ETFs
5.03K
+ 7615.15%
$62.79 - $66.96 $316K - $337K
5.09K $337K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
2.16K
New
$70.83 - $154.44 $153K - $333K
2.16K $332K
MEDP
Medpace Holdings, Inc.

Healthcare
208
+ 18.55%
$308.88 - $514.16 $64.2K - $107K
1.33K $683K
KTF
Dws Municipal Income Trust

Financial Services
36.1K
New
$8.51 - $9.29 $307K - $335K
36.1K $331K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
26.6K
+ 82.12%
$10.94 - $11.76 $291K - $312K
58.9K $692K
BXSL
Blackstone Secured Lending Fund

Financial Services
16.3K
+ 80.42%
$26.07 - $32.55 $425K - $531K
36.6K $953K
DOV
Dover Corp

Industrials
3.15K
+ 26.41%
$165.59 - $190.9 $522K - $602K
15.1K $2.52M
NKE
Nike, Inc.

Consumer Cyclical
5.92K
+ 9.22%
$69.24 - $79.24 $410K - $469K
70.1K $4.89M
DWLD
Davis Fundamental ETF Tr

ETFs
7.2K
New
$40.83 - $45.55 $294K - $328K
7.2K $325K
IAUM
I Shares Gold Trust Micro

ETFs
4.03K
+ 13.2%
$32.6 - $38.5 $131K - $155K
34.6K $1.33M
TTMI
Ttm Technologies Inc

Technology
5.6K
New
$40.06 - $57.75 $224K - $323K
5.6K $322K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
11.1K
New
$27.55 - $28.94 $305K - $320K
11.1K $320K
DNN
Denison Mines Corp.

Energy
46.5K
+ 22.57%
$1.69 - $2.86 $78.6K - $133K
253K $694K
VONE
Vanguard Russell 1000 ETF

ETFs
416
+ 4.63%
$280.68 - $303.97 $117K - $126K
9.4K $2.84M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.66K
+ 3.4%
$48.72 - $50.73 $276K - $287K
172K $8.49M
GL
Globe Life Inc.

Financial Services
1.32K
+ 19.63%
$117.6 - $146.55 $155K - $193K
8.04K $1.15M
PCG
Pg&E Corp

Utilities
16.3K
+ 27.37%
$13.0 - $15.73 $212K - $257K
75.9K $1.15M
CSM
Proshares Large Cap Core Plus

ETFs
4.11K
New
$70.54 - $76.83 $290K - $316K
4.11K $314K
IYR
Ishares Tr

ETFs
3.21K
+ 403.02%
$94.16 - $98.46 $302K - $316K
4K $388K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
13.1K
+ 20.89%
$23.27 - $23.51 $305K - $308K
75.7K $1.77M
ALG
Alamo Group Inc

Industrials
1.63K
New
$190.43 - $232.42 $310K - $378K
1.63K $310K
EVR
Evercore Inc.

Financial Services
902
+ 1503.33%
$276.5 - $362.79 $249K - $327K
962 $324K
IONS
Ionis Pharmaceuticals Inc

Healthcare
4.63K
+ 2360.2%
$39.94 - $65.42 $185K - $303K
4.82K $315K
VTR
Ventas, Inc.

Real Estate
4.24K
+ 250.86%
$62.76 - $69.99 $266K - $297K
5.93K $414K
FCCO
First Community Corp

Financial Services
11K
New
$24.47 - $29.14 $268K - $319K
11K $307K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.33K
+ 13.81%
$91.28 - $97.59 $212K - $227K
19.2K $1.84M
ROKU
Roku, Inc

Communication Services
2.13K
+ 28.49%
$79.98 - $101.78 $171K - $217K
9.62K $962K
MTCH
Match Group, Inc.

Communication Services
8.49K
+ 1120.58%
$31.83 - $38.77 $270K - $329K
9.25K $326K
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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