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
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.9K
+ 10.66%
$47.76 - $48.46 $90.6K - $92K
19.7K $949K
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.52K
+ 10.97%
$36.55 - $37.16 $92.1K - $93.7K
25.5K $946K
ABCB
Ameris Bancorp

Financial Services
8
+ 0.07%
$65.68 - $76.41 $525 - $611
11.2K $819K
TGT
Target Corp

Consumer Defensive
8.03K
+ 11.53%
$86.56 - $107.43 $695K - $863K
77.7K $6.97M
EXEL
Exelixis, Inc.

Healthcare
3.83K
+ 16.98%
$36.22 - $46.25 $139K - $177K
26.4K $1.09M
OCGN
Ocugen, Inc.

Healthcare
43.3K
+ 117.73%
$0.92 - $1.66 $39.9K - $71.9K
80.2K $130K
RUN
Sunrun Inc.

Technology
4.26K
+ 182.05%
$8.99 - $18.18 $38.3K - $77.4K
6.6K $114K
AVSC
American Centy ETF Tr Avantis
1.64K
New
$51.33 - $58.63 $83.9K - $95.9K
1.64K $93K
PPSI
Pioneer Power Solutions, Inc.

Industrials
21.8K
New
$2.67 - $4.57 $58.2K - $99.6K
21.8K $93K
CG
Carlyle Group Inc.

Financial Services
465
+ 8.43%
$52.82 - $69.35 $24.6K - $32.2K
5.98K $375K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.02K
+ 6.23%
$23.03 - $23.12 $92.5K - $92.9K
68.5K $1.58M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.64K
+ 3.44%
$26.16 - $27.65 $42.9K - $45.3K
49.2K $1.35M
TGEN
Tecogen Inc.

Industrials
10.3K
New
$5.78 - $9.68 $59.5K - $99.7K
10.3K $92K
IFRA
Ishares Tr

ETFs
244
+ 1.13%
$49.77 - $52.82 $12.1K - $12.9K
21.8K $1.15M
LVS
Las Vegas Sands Corp

Consumer Cyclical
574
+ 9.85%
$47.38 - $57.71 $27.2K - $33.1K
6.4K $344K
UFPI
Ufp Industries Inc

Basic Materials
974
+ 2951.52%
$91.8 - $108.49 $89.4K - $106K
1.01K $94K
KMPH
Kempharm, Inc

Healthcare
18.3K
+ 458.45%
N/A
22.3K $110K
YYY
Amplify ETF Tr High Income ETF

ETFs
7.2K
+ 12.65%
$11.61 - $11.92 $83.6K - $85.9K
64.2K $757K
EUFN
Ishares Msci Europe Financials

ETFs
1.77K
+ 16.34%
$31.4 - $34.74 $55.5K - $61.4K
12.6K $431K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
3.1K
+ 16.37%
$28.34 - $28.67 $87.9K - $89K
22.1K $632K
PPLT
Abrdn Platinum ETF Trust

ETFs
1K
New
N/A
1K $89K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
3.32K
+ 9.32%
$19.61 - $20.88 $65K - $69.3K
38.9K $793K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
846
+ 14.23%
$62.88 - $68.43 $53.2K - $57.9K
6.79K $464K
SYM
Symbotic Inc.

Financial Services
1.29K
+ 101.1%
$39.68 - $63.21 $51.2K - $81.5K
2.57K $138K
LPI
Laredo Petroleum, Inc.

Energy
1.83K
+ 10.61%
N/A
19K $924K
CBRE
Cbre Group, Inc.

Real Estate
71
+ 1.65%
$137.04 - $165.9 $9.73K - $11.8K
4.37K $688K
VAW
Vanguard Materials ETF

ETFs
284
+ 9.96%
$193.21 - $210.15 $54.9K - $59.7K
3.14K $642K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
618
+ 6.46%
$81.55 - $85.33 $50.4K - $52.7K
10.2K $866K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
102
+ 1.39%
$132.51 - $145.94 $13.5K - $14.9K
7.44K $1.07M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
408
+ 13.43%
$259.44 - $278.65 $106K - $114K
3.45K $893K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
991
+ 104.87%
$76.29 - $80.63 $75.6K - $79.9K
1.94K $155K
VMI
Valmont Industries Inc

Industrials
5
+ 0.37%
$328.58 - $387.73 $1.64K - $1.94K
1.34K $519K
CURI
Curiosity Stream Inc.

Communication Services
15.7K
New
$4.03 - $5.41 $63.2K - $84.8K
15.7K $83K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.5K
+ 16.91%
$41.73 - $43.77 $62.6K - $65.7K
10.4K $453K
FDD
First Trust Stoxx European Sel

ETFs
4.64K
+ 32.87%
$15.26 - $16.67 $70.8K - $77.3K
18.7K $302K
VOOV
Vanguard S&P 500 Value ETF

ETFs
28
+ 0.39%
$187.97 - $199.47 $5.26K - $5.59K
7.24K $1.44M
AGYS
Agilysys Inc

Technology
1.03K
+ 37.35%
$103.28 - $119.39 $106K - $123K
3.78K $397K
BFK
Blackrock Municipal Income Trust

Financial Services
7.3K
+ 37.88%
$9.44 - $10.17 $68.9K - $74.2K
26.6K $266K
FYLD
Cambria Foreign Shareholder Yi

ETFs
431
+ 1.23%
$29.19 - $31.97 $12.6K - $13.8K
35.6K $1.11M
TRDA
Entrada Therapeutics, Inc.

Healthcare
14.2K
New
$5.02 - $7.57 $71.1K - $107K
14.2K $82K
LEN
Lennar Corp

Consumer Cyclical
31
+ 0.61%
$107.73 - $142.4 $3.34K - $4.41K
5.09K $641K
THR
Thermon Group Holdings, Inc.

Industrials
3.09K
New
$24.1 - $29.12 $74.4K - $90K
3.09K $82K
UHS
Universal Health Services Inc

Healthcare
88
+ 3.22%
$154.95 - $204.44 $13.6K - $18K
2.83K $577K
VFF
Village Farms International, Inc.

Consumer Defensive
26.4K
New
$1.12 - $3.33 $29.6K - $88K
26.4K $82K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
755
+ 3.25%
$95.22 - $96.21 $71.9K - $72.6K
24K $2.31M
HUYA
Huya Inc.

Communication Services
24.1K
New
$2.32 - $3.89 $56K - $93.9K
24.1K $80K
SCHO
Schwab Short Term Us Treasury

ETFs
3.18K
+ 3.24%
$24.23 - $24.42 $77.1K - $77.8K
101K $2.47M
SIMO
Silicon Motion Technology Corp

Technology
834
New
$71.17 - $95.06 $59.4K - $79.3K
834 $79K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.86K
+ 3.67%
$20.34 - $21.61 $37.8K - $40.1K
52.4K $1.13M
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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