New Edge Advisors, LLC Incresed Positions in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18K
+ 4.14%
$25.37 - $25.79 $457K - $464K
453K $11.6M
RNA
Avidity Biosciences, Inc.

Healthcare
4.07K
+ 16.18%
$28.46 - $50.36 $116K - $205K
29.2K $1.27M
TOST
Toast, Inc.

Technology
28.9K
+ 45.17%
$36.51 - $49.3 $1.06M - $1.43M
93K $3.4M
FCNCA
First Citizens Bancshares Inc

Financial Services
343
+ 98.85%
$1789.16 - $2158.23 $614K - $740K
690 $1.23M
SKYY
First Trust Cloud Computing Et

ETFs
1.22K
+ 3.97%
$118.24 - $138.53 $144K - $169K
31.9K $4.28M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
23.9K
+ 5.71%
$19.85 - $20.2 $474K - $482K
442K $8.87M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
20.8K
+ 3.4%
$24.14 - $24.34 $503K - $507K
634K $15.4M
AMSC
American Superconductor Corp

Industrials
9.1K
+ 1695.34%
$35.98 - $64.63 $328K - $588K
9.64K $567K
ATRO
Astronics Corp

Industrials
9.34K
+ 94.58%
$30.01 - $45.61 $280K - $426K
19.2K $876K
UBS
Ubs Group Ag

Financial Services
4.78K
+ 9.83%
$33.77 - $42.38 $162K - $203K
53.4K $2.19M
NFG
National Fuel Gas CO

Energy
2.52K
+ 6.21%
$82.19 - $93.72 $207K - $236K
43.1K $3.98M
BTU
Peabody Energy Corp

Energy
1.23K
+ 3.15%
$13.18 - $26.81 $16.2K - $32.9K
40.2K $1.07M
NXPI
Nxp Semiconductors N.V.

Technology
2.06K
+ 25.88%
$205.16 - $239.07 $422K - $492K
10K $2.28M
VGI
Virtus Global Multi Sector Income Fund

Financial Services
67.4K
+ 92.29%
$7.73 - $8.07 $521K - $544K
140K $1.11M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.05K
+ 2.06%
$53.36 - $59.69 $109K - $122K
101K $5.89M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.29K
+ 2.3%
$119.73 - $134.7 $154K - $174K
57.4K $7.66M
ENVA
Enova International, Inc.

Financial Services
4.63K
+ 962.58%
$100.56 - $127.32 $466K - $589K
5.11K $588K
FMX
Mexican Economic Development Inc

Consumer Defensive
5.43K
+ 5896.74%
$83.67 - $106.19 $454K - $576K
5.52K $544K
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
15.6K
+ 4.49%
N/A
363K $12.4M
KO
Coca Cola CO

Consumer Defensive
28.7K
+ 9.23%
$65.67 - $71.67 $1.88M - $2.06M
340K $22.5M
INOD
Innodata Inc

Technology
5.59K
+ 95.02%
$36.68 - $75.94 $205K - $424K
11.5K $826K
NI
Nisource Inc.

Utilities
5K
+ 4.8%
$39.0 - $43.33 $195K - $217K
109K $4.73M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.86K
+ 7.45%
$74.68 - $80.26 $288K - $310K
55.7K $4.46M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
32.8K
+ 146.28%
$14.33 - $15.38 $470K - $504K
55.2K $848K
PNW
Pinnacle West Capital Corp

Utilities
5.81K
+ 776.2%
$85.87 - $94.45 $499K - $548K
6.55K $587K
POST
Post Holdings, Inc.

Consumer Defensive
4.84K
+ 1767.52%
$102.36 - $114.04 $496K - $552K
5.12K $549K
IIM
Invesco Value Municipal Income Trust

Financial Services
36.4K
+ 56.42%
$11.23 - $12.55 $409K - $457K
101K $1.27M
LNT
Alliant Energy Corp

Utilities
5.5K
+ 26.23%
$60.76 - $67.41 $334K - $371K
26.5K $1.78M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
11.2K
+ 1209.15%
$40.68 - $46.33 $457K - $520K
12.2K $552K
NXE
Nex Gen Energy Ltd.

Energy
25.5K
+ 17.88%
$6.43 - $9.1 $164K - $232K
168K $1.51M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
38.5K
+ 24.24%
$11.04 - $11.83 $425K - $455K
197K $2.31M
CLOI
Vaneck ETF Tr

ETFs
9.53K
+ 17.22%
$52.8 - $53.1 $503K - $506K
64.9K $3.45M
NDSN
Nordson Corp

Industrials
1.95K
+ 36.93%
$209.25 - $227.98 $407K - $444K
7.22K $1.64M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
8.93K
+ 17.94%
$35.41 - $38.93 $316K - $347K
58.7K $2.28M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
8.08K
+ 18.66%
$41.64 - $45.4 $336K - $367K
51.3K $2.33M
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.81K
+ 5582.79%
$52.92 - $78.28 $360K - $533K
6.93K $508K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
83.8K
+ 405.62%
$5.7 - $6.01 $478K - $504K
105K $619K
IDU
Ishares Tr U S Utils ETF

ETFs
3.31K
+ 15.87%
$103.7 - $111.17 $343K - $368K
24.2K $2.68M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.31K
+ 5.93%
$46.69 - $59.27 $155K - $196K
59.2K $3.14M
CSX
Csx Corp

Industrials
7.12K
+ 8.43%
$32.05 - $36.52 $228K - $260K
91.7K $3.25M
CNQ
Canadian Natural Resources LTD

Energy
14.4K
+ 23.21%
$29.31 - $32.93 $421K - $473K
76.3K $2.44M
FLEX
Flex Ltd.

Technology
764
+ 1.38%
$48.49 - $59.33 $37K - $45.3K
56.3K $3.26M
MP
Mp Materials Corp.

Basic Materials
6.98K
+ 1142.72%
$30.03 - $77.13 $210K - $539K
7.59K $509K
JOBY
Joby Aviation, Inc.

Industrials
21.6K
+ 86.24%
$9.81 - $20.39 $212K - $440K
46.6K $752K
IWN
Ishares Russell2000 Val ETF

ETFs
815
+ 4.53%
$157.1 - $178.94 $128K - $146K
18.8K $3.33M
UBSI
United Bankshares Inc

Financial Services
12.2K
+ 29.83%
$35.03 - $38.73 $428K - $474K
53.2K $1.98M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
23.9K
+ 8.85%
$16.46 - $17.1 $394K - $409K
295K $5.01M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
461
+ 0.93%
$110.74 - $122.12 $51.1K - $56.3K
50.2K $6.08M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.44K
+ 3.78%
$75.26 - $80.19 $259K - $276K
94.4K $7.53M
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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