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
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
35.9K
+ 2.97%
$22.36 - $22.52 $803K - $809K
1.25M $28.1M
PKG
Packaging Corp Of America

Consumer Cyclical
1.65K
+ 10.06%
$191.41 - $220.25 $316K - $364K
18.1K $3.94M
SA
Seabridge Gold Inc

Basic Materials
3K
+ 3.75%
$14.71 - $24.15 $44.1K - $72.5K
83.1K $2.01M
WELL
Welltower Inc.

Real Estate
2.98K
+ 23.95%
$150.71 - $178.14 $449K - $531K
15.4K $2.75M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15.1K
+ 8.58%
$49.78 - $50.75 $754K - $769K
192K $9.7M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
6.14K
+ 227.41%
$128.17 - $135.14 $787K - $830K
8.84K $1.18M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
12.8K
+ 2.68%
$43.36 - $44.8 $556K - $575K
492K $21.9M
HPQ
Hp Inc

Technology
9.3K
+ 4.51%
$24.45 - $29.35 $227K - $273K
215K $5.86M
NGD
New Gold Inc.

Basic Materials
40
+ 0.01%
$4.13 - $7.18 $165 - $287
370K $2.65M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
29.4K
New
$26.92 - $28.6 $792K - $841K
29.4K $821K
RF
Regions Financial Corp

Financial Services
7.64K
+ 3.59%
$24.03 - $27.41 $183K - $209K
220K $5.81M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.42K
+ 5.14%
$67.1 - $74.29 $297K - $328K
90.4K $6.65M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
25.9K
+ 63.9%
N/A
66.5K $2.05M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
22.9K
+ 277.75%
$30.62 - $52.91 $702K - $1.21M
31.2K $1.2M
IBMO
Ishares Tr Ibonds December 202

ETFs
30.1K
+ 4.89%
$25.58 - $25.72 $769K - $773K
645K $16.6M
IXUS
Ishares Tr

ETFs
6.81K
+ 15.58%
$76.35 - $82.58 $520K - $562K
50.5K $4.17M
HLI
Houlihan Lokey, Inc.

Financial Services
226
+ 0.77%
$181.55 - $209.19 $41K - $47.3K
29.6K $6.07M
KR
Kroger CO

Consumer Defensive
17.9K
+ 18.36%
$64.52 - $74.35 $1.15M - $1.33M
115K $7.76M
AIQ
Global X Funds Global X Artifi

ETFs
12.4K
+ 41.26%
$43.2 - $49.66 $535K - $615K
42.4K $2.09M
ZG
Zillow Group, Inc.

Communication Services
10.5K
+ 3500.0%
$68.95 - $86.76 $724K - $911K
10.8K $803K
THW
Tekla World Healthcare Fund

Financial Services
59K
+ 404.63%
$10.16 - $12.6 $599K - $743K
73.6K $926K
JEF
Jefferies Financial Group Inc.

Financial Services
7.61K
+ 29.28%
$54.67 - $70.36 $416K - $535K
33.6K $2.2M
RELX
Relx PLC

Communication Services
21.3K
+ 58.58%
$45.13 - $54.19 $960K - $1.15M
57.6K $2.75M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.8K
+ 24.92%
$30.13 - $33.37 $505K - $559K
84K $2.8M
EEMA
Ishares Msci Emerging Markets

ETFs
8.44K
New
$81.98 - $92.25 $692K - $779K
8.44K $774K
ASTS
Ast Space Mobile, Inc.

Communication Services
11.9K
+ 14.96%
$36.91 - $60.06 $438K - $712K
91.1K $4.47M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12K
+ 8.56%
$52.55 - $54.37 $631K - $653K
152K $8.24M
EEM
Ishares Msci Emerging Markets

ETFs
5.31K
+ 5.75%
$48.07 - $53.4 $255K - $284K
97.6K $5.21M
OMC
Omnicom Group Inc.

Communication Services
4.1K
+ 9.35%
$70.41 - $81.53 $289K - $334K
48K $3.91M
GRAB
Grab Holdings LTD

Technology
114K
+ 169.66%
$4.77 - $6.45 $544K - $736K
181K $1.09M
URI
United Rentals, Inc.

Industrials
256
+ 10.36%
$774.14 - $975.23 $198K - $250K
2.73K $2.6M
RYAAY
Ryanair Holdings PLC

Industrials
11.9K
+ 136.25%
$55.19 - $66.72 $658K - $795K
20.7K $1.24M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.37K
+ 18.68%
$79.52 - $89.63 $427K - $482K
34.1K $3.04M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
67.9K
+ 158.85%
$9.82 - $10.65 $667K - $723K
111K $1.17M
WBS
Webster Financial Corp

Financial Services
12.3K
+ 1078.17%
$55.19 - $62.92 $681K - $777K
13.5K $801K
EWBC
East West Bancorp Inc

Financial Services
5.3K
+ 16.73%
$97.41 - $109.7 $517K - $582K
37K $3.94M
HOLX
Hologic Inc

Healthcare
10.9K
+ 7471.23%
$63.26 - $68.98 $690K - $752K
11.1K $746K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
33.5K
New
$21.34 - $21.93 $714K - $734K
33.5K $730K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.76K
+ 6.78%
$185.88 - $207.44 $327K - $365K
27.7K $5.56M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.54K
+ 5.65%
$87.05 - $93.19 $395K - $423K
84.8K $7.89M
EDOW
First Tr Exchange Traded Fd

ETFs
10.4K
+ 5.5%
$37.96 - $39.95 $396K - $417K
200K $8M
NTES
Net Ease, Inc.

Communication Services
3.98K
+ 59.08%
$127.31 - $159.34 $507K - $634K
10.7K $1.63M
SF
Stifel Financial Corp

Financial Services
6.13K
+ 256.08%
$105.26 - $116.4 $646K - $714K
8.53K $967K
EQAL
Invesco ETF

ETFs
13.8K
+ 3232.39%
$49.29 - $52.39 $679K - $721K
14.2K $738K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.71K
+ 2.34%
$87.29 - $93.61 $236K - $254K
119K $11.1M
HRB
H&R Block Inc

Consumer Cyclical
16.9K
+ 48.09%
$49.28 - $56.76 $833K - $960K
52.1K $2.63M
BDX
Becton Dickinson & CO

Healthcare
1.87K
+ 7.96%
$172.41 - $199.66 $322K - $373K
25.4K $4.75M
CAH
Cardinal Health Inc

Healthcare
5.44K
+ 39.16%
$146.04 - $167.63 $794K - $911K
19.3K $3.03M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.32K
+ 129.24%
$79.39 - $90.39 $581K - $661K
13K $1.15M
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