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
Webull Corp
24K
New
N/A
24K $0
Wedbush Ser Tr
95K
New
N/A
95K $0
Weride Inc
1.09K
+ 64.39%
N/A
2.77K $0
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
12
+ 2.41%
$11.64 - $12.09 $140 - $145
509 $5K
WU
Western Union CO

Financial Services
52
+ 3.46%
$7.88 - $8.84 $410 - $460
1.55K $12K
Wheels Up
1K
New
N/A
1K $0
Wisdomtree Tr
9.4K
New
N/A
9.4K $0
Wolfspeed Inc
8
New
N/A
8 $0
Ww Intl
2
New
N/A
2 $0
DBEZ
Xtrackers Msci Eurozone Hedged
1.07K
+ 4.35%
N/A
25.7K $0
THQ
Tekla Healthcare Opportunities Fund

Financial Services
43
+ 2.52%
$15.26 - $18.63 $656 - $801
1.75K $30K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
500
+ 3.35%
$11.98 - $12.6 $5.99K - $6.3K
15.4K $184K
CWEN
Clearway Energy, Inc.

Utilities
3
+ 1.08%
$27.89 - $32.98 $83.7 - $98.9
282 $7K
CUBE
Cube Smart

Real Estate
5
+ 1.23%
$38.71 - $43.34 $194 - $217
411 $16K
ENPH
Enphase Energy, Inc.

Technology
116
+ 9.56%
$30.11 - $42.97 $3.49K - $4.98K
1.33K $47K
GEF
Greif, Inc

Consumer Cyclical
2
+ 0.65%
$58.87 - $69.85 $118 - $140
308 $18K
NSA
National Storage Affiliates Trust

Real Estate
1
+ 0.19%
$29.44 - $33.3 $29.4 - $33.3
518 $15K
RC
Ready Capital Corp

Real Estate
35
+ 2.94%
$3.71 - $4.66 $130 - $163
1.22K $4K
SLG
Sl Green Realty Corp

Real Estate
2
+ 0.53%
$52.04 - $65.67 $104 - $131
382 $22K
SLF
Sun Life Financial Inc

Financial Services
1
+ 0.94%
$56.54 - $66.41 $56.5 - $66.4
107 $6K
UTZ
Utz Brands, Inc.

Consumer Defensive
9
+ 0.45%
$11.85 - $14.49 $107 - $130
2.01K $24K
IGT
International Game Technology PLC

Consumer Cyclical
45
+ 2.24%
$14.29 - $18.14 $643 - $816
2.06K $29K
ABEV
Ambev S.A.

Consumer Defensive
605
+ 3.12%
$2.15 - $2.49 $1.3K - $1.51K
20K $44K
DT
Dynatrace, Inc.

Technology
1.23K
+ 13.5%
$46.04 - $56.64 $56.8K - $69.9K
10.4K $502K
LFVN
Lifevantage Corp

Consumer Defensive
2
+ 0.3%
$9.73 - $14.51 $19.5 - $29
665 $6K
NDAQ
Nasdaq, Inc.

Financial Services
386
+ 1.04%
$86.73 - $96.94 $33.5K - $37.4K
37.4K $3.31M
DVA
Davita Inc.

Healthcare
13
+ 2.54%
$127.69 - $151.32 $1.66K - $1.97K
524 $69K
MATX
Matson, Inc.

Industrials
1
+ 0.42%
$98.59 - $116.3 $98.6 - $116
237 $23K
NFE
New Fortress Energy Inc.

Utilities
4.08K
+ 37.75%
$1.31 - $4.57 $5.34K - $18.6K
14.9K $32K
TW
Tradeweb Markets Inc.

Financial Services
20
+ 12.74%
$110.5 - $146.12 $2.21K - $2.92K
177 $19K
VIRC
Virco Mfg Corporation

Consumer Cyclical
1
+ 0.01%
$7.68 - $8.79 $7.68 - $8.79
10.5K $80K
CR
Crane Holdings, Co.

Industrials
1
+ 0.17%
$178.73 - $198.45 $179 - $198
581 $106K
ESRT
Empire State Realty Trust, Inc.

Real Estate
15
+ 0.14%
$7.15 - $8.32 $107 - $125
11.1K $85K
KMX
Carmax Inc

Consumer Cyclical
18.8K
+ 49.49%
$44.86 - $71.57 $845K - $1.35M
56.9K $2.55M
IRDM
Iridium Communications Inc.

Communication Services
1
+ 0.25%
$17.28 - $32.43 $17.3 - $32.4
401 $7K
CHTR
Charter Communications, Inc.

Communication Services
515
+ 46.35%
$256.57 - $418.22 $132K - $215K
1.63K $447K
FCBC
First Community Bankshares Inc

Financial Services
4
+ 0.27%
$34.52 - $41.79 $138 - $167
1.49K $51K
AI
C3.Ai, Inc.

Technology
599
+ 24.43%
$15.46 - $29.16 $9.26K - $17.5K
3.05K $52K
CRS
Carpenter Technology Corp

Industrials
2
+ 0.71%
$232.4 - $287.42 $465 - $575
283 $69K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
96
+ 1.5%
$42.56 - $49.08 $4.09K - $4.71K
6.49K $278K
INVA
Innoviva, Inc.

Healthcare
1.41K
+ 7.53%
$18.17 - $20.92 $25.6K - $29.4K
20.1K $366K
ACI
Albertsons Companies, Inc.

Consumer Defensive
2
+ 0.07%
$17.45 - $22.74 $34.9 - $45.5
2.76K $48K
WPP
Wpp PLC

Communication Services
7
+ 0.6%
$23.63 - $36.37 $165 - $255
1.18K $29K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
13.2K
+ 4.33%
$18.41 - $20.12 $243K - $265K
317K $5.84M
SBSI
Southside Bancshares Inc

Financial Services
4
+ 0.03%
$28.25 - $31.39 $113 - $126
12.1K $341K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
239
+ 9.56%
$158.24 - $191.13 $37.8K - $45.7K
2.74K $454K
AGM
Federal Agricultural Mortgage Corp

Financial Services
4
+ 0.65%
$167.98 - $209.73 $672 - $839
617 $103K
MUSA
Murphy Usa Inc.

Consumer Cyclical
28
+ 1.94%
$361.83 - $435.43 $10.1K - $12.2K
1.47K $570K
NMIH
Nmi Holdings, Inc.

Financial Services
513
+ 5.44%
$37.19 - $43.15 $19.1K - $22.1K
9.94K $380K
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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