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
KMI
Kinder Morgan, Inc.

Energy
21.1K
+ 7.78%
$26.23 - $28.5 $553K - $600K
292K $8.26M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.39K
+ 20.05%
$64.58 - $69.94 $219K - $237K
20.3K $1.41M
RHI
Robert Half International Inc.

Industrials
9.07K
+ 777.62%
$33.49 - $43.03 $304K - $390K
10.2K $347K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
4.56K
+ 10.25%
$37.49 - $40.7 $171K - $186K
49.1K $2M
RACE
Ferrari N.V.

Consumer Cyclical
662
+ 15.65%
$436.24 - $517.65 $289K - $343K
4.89K $2.37M
BSJR
Invesco Indx Tr

ETFs
13K
+ 21.18%
$22.64 - $22.85 $295K - $298K
74.6K $1.7M
IYY
Ishares Tr

ETFs
1.54K
+ 38.21%
$150.75 - $162.82 $232K - $251K
5.58K $906K
AUR
Aurora Innovation, Inc.

Technology
55K
+ 2007.45%
$5.05 - $6.56 $278K - $361K
57.7K $311K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
174
+ 2.68%
$567.09 - $607.37 $98.7K - $106K
6.66K $3.97M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.68K
+ 21.37%
$82.42 - $87.03 $221K - $234K
15.2K $1.33M
PAAS
Pan American Silver Corp

Basic Materials
6.76K
+ 221.7%
$27.02 - $38.81 $183K - $262K
9.81K $380K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
378
+ 4.51%
$138.31 - $165.45 $52.3K - $62.5K
8.77K $1.45M
MAR
Marriott International Inc

Consumer Cyclical
2.66K
+ 8.48%
$255.35 - $282.87 $679K - $752K
34K $8.86M
TTWO
Take Two Interactive Software Inc

Communication Services
291
+ 2.08%
$217.37 - $259.96 $63.3K - $75.6K
14.3K $3.69M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
3.63K
+ 10.27%
$49.0 - $51.91 $178K - $188K
39K $2.02M
EPAM
Epam Systems, Inc.

Technology
1.56K
+ 11.84%
N/A
14.8K $2.74M
IDXX
Idexx Laboratories Inc

Healthcare
28
+ 1.06%
$514.61 - $682.78 $14.4K - $19.1K
2.68K $1.71M
TACT
Transact Technologies Inc

Technology
53.5K
New
$3.56 - $5.41 $190K - $289K
53.5K $289K
ADM
Archer Daniels Midland CO

Consumer Defensive
2.56K
+ 13.26%
$53.54 - $64.21 $137K - $164K
21.9K $1.31M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
593
+ 1.59%
$107.27 - $113.94 $63.6K - $67.6K
37.9K $4.31M
LNC
Lincoln National Corp

Financial Services
196
+ 0.4%
$33.37 - $43.29 $6.54K - $8.48K
49.1K $1.98M
AAXJ
Ishares Msci All Country Asia

ETFs
2.82K
+ 81.75%
$82.05 - $91.87 $231K - $259K
6.26K $571K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
12K
+ 1563.15%
$23.75 - $25.0 $285K - $300K
12.8K $306K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.72K
+ 10.18%
$38.52 - $39.39 $259K - $265K
72.7K $2.86M
SMP
Standard Motor Products, Inc.

Consumer Cyclical
6.99K
New
$30.36 - $41.12 $212K - $288K
6.99K $285K
TRMB
Trimble Inc.

Technology
1.9K
+ 8.31%
$76.46 - $85.24 $146K - $162K
24.8K $2.03M
FENY
Fidelity Covington Tr Msci Ene

ETFs
3.3K
+ 2.09%
$23.27 - $25.46 $76.8K - $84K
161K $3.98M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.97K
+ 12.9%
$49.09 - $50.58 $244K - $251K
43.5K $2.19M
NTNX
Nutanix, Inc.

Technology
4.04K
+ 46.82%
$66.06 - $81.12 $267K - $327K
12.7K $941K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.37K
+ 32.26%
$42.75 - $43.37 $272K - $276K
26.1K $1.13M
BLDR
Builders First Source, Inc.

Industrials
2.2K
+ 108.87%
$116.91 - $149.21 $257K - $328K
4.22K $511K
ATO
Atmos Energy Corp

Utilities
648
+ 6.54%
$151.51 - $170.75 $98.2K - $111K
10.6K $1.8M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
31.6K
+ 73.67%
$9.11 - $10.03 $288K - $317K
74.5K $678K
CINF
Cincinnati Financial Corp

Financial Services
766
+ 4.56%
$145.8 - $158.1 $112K - $121K
17.6K $2.78M
IYH
Ishares Tr

ETFs
3.94K
+ 20.17%
$54.36 - $58.96 $214K - $232K
23.5K $1.38M
TDVG
T Rowe Price Exchange Traded F

Technology
6.17K
+ 425.22%
$42.05 - $43.96 $259K - $271K
7.62K $335K
FTA
First Tr Large Cap Value

ETFs
1.82K
+ 6.99%
$78.13 - $83.78 $142K - $152K
27.8K $2.32M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.36K
+ 14.43%
$64.17 - $68.19 $215K - $229K
26.6K $1.81M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7.63K
+ 3421.08%
$28.71 - $37.46 $219K - $286K
7.85K $278K
NFBK
Northfield Bancorp, Inc.

Financial Services
23K
New
$10.4 - $12.22 $240K - $282K
23K $271K
OC
Owens Corning

Industrials
1.6K
+ 14.15%
$136.56 - $157.69 $218K - $252K
12.9K $1.82M
AB
Alliancebernstein Holding L.P.

Financial Services
7.29K
+ 220.95%
$37.76 - $42.88 $275K - $312K
10.6K $404K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.17K
+ 2.06%
$50.53 - $50.82 $261K - $263K
257K $13M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.25K
New
$113.73 - $121.28 $256K - $273K
2.25K $268K
SFST
Southern First Bancshares Inc

Financial Services
4.67K
+ 45.56%
$38.64 - $45.54 $181K - $213K
14.9K $658K
TTE
Total Energies Se

Energy
3.91K
+ 9.4%
N/A
45.5K $3.12M
FTQI
First Trust ETF Vi First Trust

ETFs
10.8K
+ 25.12%
$19.5 - $20.79 $211K - $225K
53.8K $1.11M
TFX
Teleflex Inc

Healthcare
2.18K
New
$109.79 - $132.5 $240K - $289K
2.18K $267K
EVN
Eaton Vance Municipal Income Trust

Financial Services
20.2K
+ 40.81%
$10.23 - $11.23 $206K - $227K
69.6K $770K
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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