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
WDS
Woodside Energy Group LTD

Energy
457
+ 10.96%
$15.05 - $17.66 $6.88K - $8.07K
4.63K $69K
CTA
Simplify Exch Traded Fds Simpl

ETFs
115
+ 26.2%
$26.46 - $28.43 $3.04K - $3.27K
554 $15K
ERC
Allspring Multi Sector Income Fund

Financial Services
200
+ 0.84%
$9.18 - $9.7 $1.84K - $1.94K
24.1K $229K
BZUN
Baozun Inc.

Consumer Cyclical
1.08K
+ 720.67%
$2.56 - $4.77 $2.77K - $5.16K
1.23K $4K
BCE
Bce Inc

Communication Services
30
+ 1.42%
$22.63 - $25.74 $679 - $772
2.14K $50K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
7
+ 0.06%
$5.71 - $6.25 $40 - $43.8
12.6K $78K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
156
+ 1.55%
$14.1 - $15.94 $2.2K - $2.49K
10.2K $145K
UAN
Cvr Partners, LP

Basic Materials
41
+ 10.88%
$85.4 - $97.16 $3.5K - $3.98K
418 $37K
DMA
Destra Multi Alternative Fund

Financial Services
500
New
$8.48 - $8.85 $4.24K - $4.43K
500 $4K
E
Eni Spa

Energy
119
+ 233.33%
$32.55 - $35.93 $3.87K - $4.28K
170 $5K
FVCB
Fvc Bankcorp, Inc.

Financial Services
331
New
$11.93 - $13.87 $3.95K - $4.59K
331 $4K
NLOK
Norton Life Lock Inc.

Technology
193
+ 12.35%
N/A
1.76K $37K
PID
Invesco Exchange Traded Fd Tr

ETFs
215
+ 0.32%
N/A
67.8K $1.21M
SMIN
Ishares Msci India Small Cap I

ETFs
75
+ 22.46%
$71.7 - $78.29 $5.38K - $5.87K
409 $29K
BBAX
J P Morgan Betabuilders Develo

ETFs
58
+ 23.11%
$53.96 - $58.06 $3.13K - $3.37K
309 $17K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
6
+ 0.05%
$9.6 - $10.5 $57.6 - $63
13K $135K
OTIS
Otis Worldwide Corp

Industrials
892
+ 8.73%
$84.93 - $101.07 $75.8K - $90.2K
11.1K $1.02M
UGA
United States Gasoline Fund, LP

ETFs
60
+ 60.0%
$61.18 - $66.21 $3.67K - $3.97K
160 $10K
RAAX
Vaneck ETF Trust Inflation All

ETFs
100
+ 48.08%
$31.5 - $34.46 $3.15K - $3.45K
308 $10K
BST
Black Rock Science & Technology Trust

Financial Services
11
+ 1.34%
$38.01 - $41.55 $418 - $457
831 $34K
NRP
Natural Resource Partners LP

Energy
2
+ 0.75%
$95.21 - $105.0 $190 - $210
268 $28K
AMKR
Amkor Technology, Inc.

Technology
125
New
$21.14 - $29.58 $2.64K - $3.7K
125 $3K
OZK
Bank Ozk

Financial Services
4
+ 0.64%
$47.4 - $53.14 $190 - $213
630 $32K
CACI
Caci International Inc

Technology
8
New
N/A
8 $3K
CRF
Cornerstone Total Return Fund Inc

Financial Services
186
+ 3.59%
$7.69 - $8.04 $1.43K - $1.5K
5.37K $43K
DFIP
Dimensional ETF Tr Inflation P

ETFs
54
+ 6.03%
$41.6 - $42.66 $2.25K - $2.3K
949 $40K
EPR
Epr Properties

Real Estate
55
+ 13.75%
$52.58 - $61.21 $2.89K - $3.37K
455 $26K
GENC
Gencor Industries Inc

Industrials
242
New
$13.84 - $16.68 $3.35K - $4.04K
242 $3K
GBCI
Glacier Bancorp, Inc.

Financial Services
1
+ 0.19%
$42.86 - $50.13 $42.9 - $50.1
532 $25K
GMED
Globus Medical Inc

Healthcare
275
+ 3.82%
$51.89 - $62.79 $14.3K - $17.3K
7.48K $428K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
310
+ 6.7%
$1.7 - $3.97 $527 - $1.23K
4.94K $10K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
66
+ 13.89%
$35.87 - $41.08 $2.37K - $2.71K
541 $21K
NCR
Ncr Corp

Technology
218
New
N/A
218 $3K
PHAR
Pharming Group N.V.

Healthcare
253
New
$9.8 - $15.26 $2.48K - $3.86K
253 $3K
PFIX
Simplify ETF Simplify Int Rate

ETFs
80
New
$45.54 - $60.66 $3.64K - $4.85K
80 $3K
SLRC
Slr Investment Corp.

Financial Services
5.68K
+ 5.71%
$15.27 - $16.8 $86.7K - $95.4K
105K $1.61M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
53
+ 0.52%
$18.19 - $18.58 $964 - $985
10.2K $188K
TGNA
Tegna Inc

Communication Services
3
+ 0.36%
$15.04 - $21.28 $45.1 - $63.8
844 $17K
WRN
Western Copper & Gold Corp

Basic Materials
1.6K
New
$1.2 - $1.98 $1.92K - $3.17K
1.6K $3K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
50
+ 0.28%
$25.39 - $25.57 $1.27K - $1.28K
18.1K $461K
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
176
+ 2.58%
$4.41 - $4.71 $776 - $829
7K $32K
ASGN
Asgn Inc

Technology
52
+ 35.86%
$47.05 - $55.65 $2.45K - $2.89K
197 $9K
BKU
Bank United, Inc.

Financial Services
6
+ 0.75%
$35.63 - $39.55 $214 - $237
810 $30K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
151
+ 36.56%
$25.09 - $33.65 $3.79K - $5.08K
564 $14K
COLM
Columbia Sportswear CO

Consumer Cyclical
56
New
$49.3 - $64.28 $2.76K - $3.6K
56 $2K
CXW
Core Civic, Inc.

Real Estate
100
+ 100.0%
$19.6 - $22.53 $1.96K - $2.25K
200 $4K
CRCT
Cricut, Inc.

Technology
366
New
$4.64 - $7.21 $1.7K - $2.64K
366 $2K
EGP
Eastgroup Properties Inc

Real Estate
1
+ 0.22%
$159.46 - $169.88 $159 - $170
455 $77K
EBF
Ennis, Inc.

Industrials
157
New
$17.57 - $18.77 $2.76K - $2.95K
157 $2K
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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