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
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
18.5K
+ 67.13%
$5.79 - $6.25 $107K - $116K
46.1K $288K
MAIN
Main Street Capital Corp

Financial Services
1.57K
+ 29.05%
$59.28 - $67.54 $93K - $106K
6.97K $443K
NIU
Niu Technologies

Consumer Cyclical
26.5K
New
$3.36 - $5.04 $88.9K - $133K
26.5K $124K
GHYG
Ishares Incus & Intl High Yiel

ETFs
2.59K
+ 27.82%
$45.82 - $46.7 $119K - $121K
11.9K $553K
RIG
Transocean Ltd.

Energy
26.7K
+ 35.71%
$2.55 - $3.64 $68.1K - $97.2K
101K $316K
AME
Ametek Inc

Industrials
505
+ 12.8%
$176.44 - $192.03 $89.1K - $97K
4.45K $836K
TCHP
T Rowe Price Exchange Traded F

Technology
38
+ 0.11%
$44.9 - $49.35 $1.71K - $1.88K
34.1K $1.66M
CVE
Cenovus Energy Inc.

Energy
5.04K
+ 48.98%
$13.87 - $17.81 $69.9K - $89.8K
15.3K $260K
ELA
Envela Corp

Consumer Cyclical
15.3K
+ 4652.58%
$5.42 - $8.1 $83K - $124K
15.6K $123K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
5.17K
+ 13.53%
$21.2 - $21.84 $110K - $113K
43.4K $943K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
20.8K
+ 154.84%
$5.61 - $5.84 $117K - $121K
34.2K $196K
JHPI
John Hancock ETF Preferred Inc

ETFs
4.57K
+ 22.77%
$22.54 - $23.42 $103K - $107K
24.6K $570K
MFM
Mfs Municipal Income Trust

Financial Services
19.7K
+ 25.58%
$5.04 - $5.38 $99.5K - $106K
96.9K $517K
CLH
Clean Harbors Inc

Industrials
475
+ 7.39%
$225.84 - $250.43 $107K - $119K
6.9K $1.6M
RVT
Royce Value Trust, Inc.

Financial Services
3.31K
+ 5.63%
$14.94 - $16.5 $49.5K - $54.6K
62.2K $1M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
1.52K
+ 6.36%
$32.7 - $36.57 $49.7K - $55.6K
25.4K $905K
CNTY
Century Casinos Inc

Consumer Cyclical
44.9K
New
$2.1 - $2.79 $94.3K - $125K
44.9K $116K
EMN
Eastman Chemical CO

Basic Materials
3.6K
+ 37.8%
$58.79 - $81.56 $211K - $293K
13.1K $826K
EXPD
Expeditors International Of Washington Inc

Industrials
347
+ 3.95%
$111.37 - $124.95 $38.6K - $43.4K
9.13K $1.12M
VTHR
Vanguard Russell 3000 ETF

ETFs
147
+ 4.35%
$272.54 - $295.85 $40.1K - $43.5K
3.52K $1.04M
BSCV
Invesco ETF Self Indexed Fd Tr
6.23K
+ 8.28%
$16.39 - $16.83 $102K - $105K
81.5K $1.36M
IVA
Inventiva S.A.

Healthcare
20K
New
$2.98 - $6.35 $59.6K - $127K
20K $114K
RSKD
Riskified Ltd.

Technology
24.2K
+ 12516.58%
$4.16 - $5.61 $100K - $136K
24.4K $113K
TNA
Direxion Daily Small Cap Bull

ETFs
614
+ 8.62%
$32.54 - $47.12 $20K - $28.9K
7.74K $350K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.35K
+ 2.57%
$50.73 - $52.47 $68.4K - $70.8K
53.8K $2.81M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
4.11K
+ 14.37%
$22.18 - $22.83 $91.1K - $93.8K
32.7K $744K
HEI
Heico Corp

Industrials
360
+ 22.93%
$304.5 - $337.56 $110K - $122K
1.93K $623K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.75K
+ 2.96%
N/A
61K $3.81M
AWK
American Water Works Company, Inc.

Utilities
765
+ 6.26%
$135.05 - $147.0 $103K - $112K
13K $1.81M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
76
+ 2.54%
$167.19 - $219.52 $12.7K - $16.7K
3.07K $673K
MIR
Mirion Technologies, Inc.

Industrials
4.63K
New
$19.79 - $24.6 $91.6K - $114K
4.63K $107K
SKYT
Sky Water Technology, Inc

Technology
1K
+ 10.7%
$8.78 - $19.29 $8.78K - $19.3K
10.4K $199K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
6.41K
+ 12.73%
$10.13 - $11.79 $64.9K - $75.6K
56.7K $629K
EGAN
Egain Corp

Technology
12.2K
New
$5.58 - $9.3 $68.2K - $114K
12.2K $106K
GNW
Genworth Financial Inc

Financial Services
9.8K
+ 60.07%
$7.26 - $9.11 $71.1K - $89.3K
26.1K $232K
EMLP
First Tr Exchange Traded Iv

ETFs
1.77K
+ 3.76%
$36.99 - $38.38 $65.4K - $67.8K
48.8K $1.87M
FELE
Franklin Electric CO Inc

Industrials
783
+ 14.1%
$89.51 - $99.6 $70.1K - $78K
6.34K $603K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
532
+ 1.92%
$50.32 - $54.01 $26.8K - $28.7K
28.2K $1.52M
JPSE
J P Morgan Diversified Return

ETFs
154
+ 0.68%
$45.04 - $50.93 $6.94K - $7.84K
22.8K $1.13M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
9.9K
+ 51.27%
$9.44 - $10.39 $93.5K - $103K
29.2K $290K
MPV
Barings Participation Investors

Financial Services
5.03K
+ 34.06%
$18.73 - $20.67 $94.2K - $104K
19.8K $398K
ALV
Autoliv Inc

Consumer Cyclical
556
+ 19.56%
$110.31 - $127.65 $61.3K - $71K
3.4K $419K
ACLS
Axcelis Technologies Inc

Technology
1.03K
+ 5705.56%
$67.69 - $100.44 $69.5K - $103K
1.05K $102K
HMC
Honda Motor CO LTD

Consumer Cyclical
2.31K
+ 15.96%
$29.11 - $34.85 $67.3K - $80.6K
16.8K $517K
BMO
Bank Of Montreal

Financial Services
340
+ 12.14%
$110.44 - $130.66 $37.5K - $44.4K
3.14K $408K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3.81K
+ 7.89%
$17.13 - $17.98 $65.2K - $68.4K
52K $924K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
8.29K
+ 55.79%
$11.19 - $11.74 $92.8K - $97.4K
23.2K $267K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
686
+ 8.81%
$85.93 - $92.12 $58.9K - $63.2K
8.47K $771K
CHKP
Check Point Software Technologies LTD

Technology
1.51K
+ 10.12%
$180.73 - $231.23 $272K - $348K
16.4K $3.39M
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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