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
TOI
Oncology Institute, Inc.

Healthcare
42.9K
New
$2.13 - $4.28 $91.4K - $184K
42.9K $149K
U
Unity Software Inc.

Technology
3.54K
+ 800.0%
$24.01 - $46.53 $85.1K - $165K
3.99K $159K
KHC
Kraft Heinz CO

Consumer Defensive
5.26K
+ 10.27%
$25.63 - $28.94 $135K - $152K
56.5K $1.47M
DLR
Digital Realty Trust, Inc.

Real Estate
1.02K
+ 4.7%
$161.21 - $180.02 $165K - $184K
22.8K $3.93M
HMOP
Hartford Fds Exchange Traded T

ETFs
2.86K
+ 5.87%
$37.94 - $39.14 $109K - $112K
51.6K $2.01M
NEU
Newmarket Corp

Basic Materials
54
+ 7.45%
$680.5 - $848.94 $36.7K - $45.8K
779 $645K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
9.52K
+ 82.25%
$14.0 - $14.68 $133K - $140K
21.1K $309K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.5K
+ 111.47%
$12.09 - $12.69 $139K - $146K
21.8K $272K
FBNC
First Bancorp

Financial Services
17
+ 0.1%
$45.56 - $55.55 $775 - $944
16.4K $864K
XCEM
Columbia ETF Tr Ii

ETFs
1.37K
+ 3.14%
$33.85 - $36.86 $46.3K - $50.5K
45K $1.63M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8.15K
+ 95.84%
$25.5 - $35.2 $208K - $287K
16.7K $424K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.28K
+ 6.57%
$31.31 - $34.54 $71.3K - $78.6K
36.9K $1.24M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
4.6K
+ 57.39%
$27.49 - $29.67 $126K - $136K
12.6K $362K
WPC
W. P. Carey Inc.

Real Estate
1.63K
+ 26.55%
$61.29 - $68.7 $100K - $112K
7.77K $525K
ATFV
Alger ETF Tr 35 ETF

ETFs
1.34K
+ 8.6%
$28.57 - $35.78 $38.3K - $47.9K
16.9K $600K
RWL
Invesco Exchange Traded Fd Tr

ETFs
240
+ 1.37%
$102.17 - $110.66 $24.5K - $26.6K
17.7K $1.96M
BELFB
Bel Fuse Inc.

Technology
979
New
$95.52 - $150.97 $93.5K - $148K
979 $138K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
4.29K
+ 14.36%
$20.33 - $22.62 $87.3K - $97.1K
34.2K $757K
ORI
Old Republic International Corp

Financial Services
1.52K
+ 8.37%
$35.74 - $42.47 $54.2K - $64.4K
19.6K $833K
TLS
Telos Corp

Technology
10.4K
+ 58.28%
$2.38 - $7.28 $24.9K - $76K
28.4K $193K
UEC
Uranium Energy Corp

Energy
1.5K
+ 8.4%
$5.92 - $13.89 $8.9K - $20.9K
19.4K $258K
ASYS
Amtech Systems Inc

Technology
14.6K
New
$4.43 - $9.65 $64.7K - $141K
14.6K $136K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.88K
+ 14.93%
$97.53 - $115.95 $183K - $218K
14.5K $1.45M
TV
Grupo Televisa, S.A.B.

Communication Services
50.2K
New
$2.08 - $2.93 $104K - $147K
50.2K $135K
XJR
Ishares Tresg Screened S&P Sma

ETFs
1.88K
+ 10.28%
$39.17 - $43.37 $73.6K - $81.4K
20.1K $857K
JBL
Jabil Inc

Technology
639
+ 15.14%
$202.08 - $234.45 $129K - $150K
4.86K $1.06M
VRSN
Verisign Inc

Technology
624
+ 14.45%
$263.02 - $305.98 $164K - $191K
4.94K $1.38M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
8.64K
+ 17.89%
$13.74 - $14.62 $119K - $126K
56.9K $821K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3.27K
+ 190.22%
N/A
4.99K $202K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
3.43K
New
$34.96 - $39.55 $120K - $135K
3.43K $133K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.45K
+ 5.82%
$47.03 - $47.97 $115K - $117K
44.5K $2.13M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.09K
+ 1.47%
$10.62 - $11.43 $32.8K - $35.3K
213K $2.42M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
27.7K
+ 9.8%
$7.72 - $8.46 $214K - $234K
310K $2.41M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.24K
+ 9.69%
$37.14 - $37.85 $120K - $123K
36.7K $1.39M
PRIM
Primoris Services Corp

Industrials
108
+ 5.5%
$79.61 - $137.33 $8.6K - $14.8K
2.07K $284K
BHK
Blackrock Core Bond Trust

Financial Services
11.8K
+ 19.37%
$9.42 - $9.94 $111K - $117K
72.5K $720K
IYE
Ishares Tr

ETFs
807
+ 2.01%
$44.83 - $48.91 $36.2K - $39.5K
40.9K $1.94M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1.08K
+ 21.71%
$111.05 - $115.21 $120K - $124K
6.05K $691K
AEE
Ameren Corp

Utilities
422
+ 4.14%
$95.0 - $104.38 $40.1K - $44K
10.6K $1.11M
DFAX
Dimensional ETF Tr
1.28K
+ 2.86%
$29.25 - $31.56 $37.3K - $40.2K
45.9K $1.44M
FLGV
Franklin Templeton ETF Trfrank

ETFs
6.08K
+ 17.29%
$20.24 - $20.75 $123K - $126K
41.2K $851K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
327
+ 0.43%
$25.43 - $27.31 $8.32K - $8.93K
76.2K $2.08M
JOE
St Joe CO

Real Estate
2.43K
+ 49.98%
$48.26 - $52.64 $117K - $128K
7.28K $360K
AMCR
Amcor PLC

Consumer Cyclical
23.5K
+ 37.32%
$7.97 - $9.94 $187K - $234K
86.5K $707K
NVTS
Navitas Semiconductor Corp

Technology
17.3K
+ 385.84%
$5.54 - $8.98 $96K - $156K
21.8K $157K
FLS
Flowserve Corp

Industrials
1.99K
+ 7.59%
$51.98 - $57.7 $103K - $115K
28.2K $1.5M
GIS
General Mills Inc

Consumer Defensive
3.62K
+ 9.14%
$48.44 - $53.83 $175K - $195K
43.3K $2.18M
MANH
Manhattan Associates Inc

Technology
550
+ 29.7%
$196.16 - $227.94 $108K - $125K
2.4K $492K
ZM
Zoom Video Communications, Inc.

Technology
969
+ 9.63%
$69.77 - $86.83 $67.6K - $84.1K
11K $910K
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