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
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.3K
+ 21.86%
$65.64 - $78.22 $348K - $415K
29.6K $1.98M
WAL
Western Alliance Bancorporation

Financial Services
1.3K
+ 16.85%
$76.33 - $91.49 $99.2K - $119K
9.01K $781K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
17.3K
+ 2084.34%
$9.82 - $10.43 $170K - $180K
18.1K $187K
PUK
Prudential PLC

Financial Services
5.31K
+ 52.44%
$24.27 - $28.15 $129K - $149K
15.4K $431K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
15.7K
+ 58.4%
$9.66 - $10.45 $152K - $165K
42.7K $446K
STE
Steris PLC

Healthcare
547
+ 9.56%
$221.21 - $252.43 $121K - $138K
6.27K $1.55M
ZIP
Ziprecruiter, Inc.

Industrials
41.8K
New
$3.48 - $5.36 $146K - $224K
41.8K $176K
LAMR
Lamar Advertising CO

Real Estate
1.08K
+ 2.66%
$114.98 - $128.82 $125K - $140K
41.8K $5.12M
MOH
Molina Healthcare, Inc.

Healthcare
1.4K
+ 160.71%
$152.31 - $306.29 $214K - $430K
2.28K $435K
VIS
Vanguard Industrial ETF

ETFs
387
+ 10.9%
$281.0 - $296.29 $109K - $115K
3.94K $1.17M
CAMT
Camtek LTD

Technology
1.96K
New
$82.04 - $98.93 $160K - $193K
1.96K $172K
VPN
Global X Fds Data Ctr Reits &

ETFs
10.8K
+ 46.67%
N/A
33.8K $538K
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.8K
+ 39.89%
$14.11 - $14.94 $152K - $161K
37.7K $551K
CHCI
Comstock Holding Companies, Inc.

Real Estate
11.8K
+ 2573.86%
$10.37 - $18.49 $123K - $218K
12.3K $174K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
3.76K
+ 0.81%
$24.87 - $25.69 $93.4K - $96.5K
469K $12M
GSL
Global Ship Lease, Inc.

Industrials
3.08K
+ 18.17%
$26.17 - $33.06 $80.5K - $102K
20K $614K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
12.9K
+ 42.1%
$9.2 - $10.5 $119K - $136K
43.6K $452K
KELYA
Kelly Services Inc

Industrials
12.7K
+ 1509.13%
$12.07 - $14.64 $154K - $186K
13.6K $177K
EMHC
Spdr Bloomberg Emerging Market
4.01K
+ 3.49%
$24.31 - $25.33 $97.4K - $101K
119K $2.99M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
109
+ 0.17%
$53.48 - $56.56 $5.83K - $6.17K
62.9K $3.55M
AGOX
Starboard Invt Tr

ETFs
3.5K
+ 6.64%
$28.93 - $30.85 $101K - $108K
56.2K $1.73M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
10.4K
+ 9.67%
$14.8 - $15.15 $154K - $158K
118K $1.77M
FNDX
Schwab Fundamental U S Large C

ETFs
946
+ 1.18%
$24.38 - $26.34 $23.1K - $24.9K
80.8K $2.13M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.91K
+ 17.46%
$29.65 - $31.77 $116K - $124K
26.3K $833K
LASR
Nlight, Inc.

Technology
5.56K
New
$18.28 - $31.55 $102K - $175K
5.56K $164K
MTB
M&T Bank Corp

Financial Services
547
+ 3.64%
$183.74 - $204.05 $101K - $112K
15.6K $3.08M
IGHG
Proshares Investment Grade Int

ETFs
2.04K
+ 55.23%
$78.05 - $79.18 $159K - $161K
5.73K $452K
RFIL
R F Industries LTD

Industrials
19.7K
+ 984.2%
$6.34 - $9.32 $125K - $183K
21.7K $174K
ADT
Adt Inc.

Industrials
18.1K
+ 136.55%
$8.27 - $8.85 $149K - $160K
31.3K $272K
ATAI
Atai Life Sciences N.V.

Healthcare
30.3K
New
$2.62 - $5.61 $79.3K - $170K
30.3K $160K
VLUE
Ishares Msci Usa Value Factor

ETFs
328
+ 3.33%
$111.55 - $125.05 $36.6K - $41K
10.2K $1.27M
VDE
Vanguard Energy ETF

ETFs
150
+ 0.73%
$118.37 - $129.65 $17.8K - $19.4K
20.8K $2.62M
ECL
Ecolab Inc.

Basic Materials
229
+ 1.09%
$259.39 - $285.47 $59.4K - $65.4K
21.3K $5.84M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 9.92%
$32.02 - $36.34 $67.1K - $76.2K
23.2K $831K
SRLN
Ssga Active Trust

ETFs
3.77K
+ 4.31%
$41.28 - $41.65 $156K - $157K
91.3K $3.8M
SYF
Synchrony Financial

Financial Services
1.58K
+ 15.34%
$67.53 - $76.86 $106K - $121K
11.8K $841K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.65K
+ 13.81%
$45.4 - $47.61 $120K - $126K
21.8K $1.04M
LYFT
Lyft, Inc.

Technology
2.67K
+ 17.33%
$13.41 - $22.93 $35.8K - $61.3K
18.1K $398K
RY
Royal Bank Of Canada

Financial Services
216
+ 2.78%
$128.46 - $148.6 $27.7K - $32.1K
7.99K $1.18M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
5.2K
+ 3.15%
$23.46 - $23.77 $122K - $124K
170K $4.03M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.31K
+ 47.96%
$57.15 - $62.12 $132K - $143K
7.11K $441K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
8.09K
+ 21.41%
$15.6 - $16.63 $126K - $135K
45.9K $761K
CLSK
Cleanspark, Inc.

Technology
10.3K
+ 1694.75%
$9.08 - $14.87 $93.9K - $154K
10.9K $159K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.41K
+ 1.22%
$25.84 - $27.2 $36.5K - $38.5K
117K $3.14M
AMOT
Allied Motion Technologies Inc

Technology
5.45K
+ 823.26%
N/A
6.11K $170K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
6.65K
+ 4.23%
$19.01 - $19.39 $126K - $129K
164K $3.16M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
13.1K
New
$11.41 - $12.19 $150K - $160K
13.1K $150K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
23K
+ 60.92%
$5.52 - $6.17 $127K - $142K
60.8K $366K
KOMP
Spdr S&P Kensho New Economies

ETFs
2.32K
+ 429.63%
$54.38 - $62.69 $126K - $145K
2.86K $178K
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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