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
HWC
Hancock Whitney Corp

Financial Services
7.39K
+ 196.72%
$57.63 - $64.31 $426K - $475K
11.1K $697K
AEHR
Aehr Test Systems

Technology
15.9K
+ 35364.44%
$13.29 - $33.63 $211K - $535K
16K $481K
FTHI
First Trust Exchange Traded Fd

ETFs
18.4K
+ 40.2%
$22.76 - $23.92 $420K - $441K
64.3K $1.53M
URTH
Ishares Msci World ETF

ETFs
923
+ 3.63%
$168.96 - $181.71 $156K - $168K
26.3K $4.78M
MMM
3 M CO

Industrials
2.15K
+ 4.49%
$144.41 - $160.2 $311K - $345K
50.1K $7.77M
EQNR
Equinor Asa

Energy
19.5K
+ 4240.87%
$23.7 - $27.1 $462K - $529K
20K $486K
PODD
Insulet Corp

Healthcare
1.54K
+ 143.84%
$277.3 - $352.82 $428K - $544K
2.61K $807K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
51.2K
+ 18.38%
$7.98 - $8.29 $408K - $424K
330K $2.7M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
9.58K
+ 86.04%
$47.21 - $48.3 $452K - $463K
20.7K $997K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
820
+ 116.48%
$311.12 - $482.13 $255K - $395K
1.52K $694K
AEP
American Electric Power CO Inc

Utilities
1.26K
+ 3.52%
$103.26 - $115.0 $130K - $145K
37K $4.16M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
2.96K
+ 1.91%
$40.38 - $43.07 $119K - $127K
158K $6.79M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
7.2K
+ 49.53%
$51.16 - $55.21 $368K - $397K
21.7K $1.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.13K
+ 1.79%
$67.48 - $71.55 $211K - $224K
178K $12.6M
G
Genpact LTD

Technology
10.7K
+ 2652.84%
$41.06 - $46.13 $441K - $496K
11.1K $467K
EVRG
Evergy, Inc.

Utilities
4.56K
+ 31.4%
$67.73 - $76.02 $309K - $346K
19.1K $1.45M
ED
Consolidated Edison Inc

Utilities
4.42K
+ 22.66%
$95.57 - $105.36 $423K - $466K
23.9K $2.41M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.82K
+ 3.89%
$64.75 - $69.05 $183K - $195K
75.4K $5.2M
KEP
Korea Electric Power Corp

Utilities
34.1K
+ 13731.45%
$12.94 - $14.82 $441K - $505K
34.3K $447K
ISCG
Ishares Morningstar Small Cap

ETFs
6.85K
+ 43.97%
$49.84 - $55.14 $342K - $378K
22.4K $1.22M
PCTY
Paylocity Holding Corp

Technology
2.8K
+ 2118.18%
$159.27 - $190.36 $445K - $532K
2.93K $466K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
17.5K
+ 8.63%
$23.09 - $23.43 $404K - $410K
220K $5.15M
SMR
Nuscale Power Corp

Industrials
16.7K
+ 37.05%
$32.65 - $51.67 $545K - $863K
61.8K $2.22M
FULT
Fulton Financial Corp

Financial Services
23.6K
+ 8870.3%
$17.57 - $19.86 $415K - $469K
23.9K $444K
MDU
Mdu Resources Group Inc

Industrials
20.7K
+ 33.82%
$15.85 - $17.81 $328K - $369K
82K $1.46M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.37K
+ 36.79%
$69.02 - $73.57 $371K - $395K
20K $1.47M
RDNT
Rad Net, Inc.

Healthcare
1.16K
+ 6.53%
$52.53 - $77.24 $61.1K - $89.9K
19K $1.45M
VMO
Invesco Municipal Opportunity Trust

Financial Services
42.3K
+ 93.43%
$8.9 - $9.67 $377K - $409K
87.6K $847K
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.94K
+ 6.25%
$48.96 - $52.08 $291K - $309K
101K $5.2M
IAPR
Innovator Etfs Tr Internationa

ETFs
10.7K
+ 8.05%
$28.99 - $30.05 $311K - $323K
144K $4.34M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
21.3K
+ 3.28%
$20.07 - $20.17 $428K - $430K
672K $13.5M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
6.44K
+ 45.81%
$56.63 - $60.72 $365K - $391K
20.5K $1.23M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
7.32K
+ 9.42%
$53.57 - $54.48 $392K - $399K
85.1K $4.61M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.16K
+ 3.61%
$47.56 - $49.7 $198K - $207K
119K $5.91M
ROBO
Robo Global Robotics And Autom

ETFs
6.32K
+ 424.08%
$59.49 - $67.23 $376K - $425K
7.81K $512K
ONTO
Onto Innovation Inc.

Technology
2.3K
+ 52.04%
$90.0 - $136.73 $207K - $314K
6.72K $867K
VKQ
Invesco Municipal Trust

Financial Services
41.3K
+ 90.44%
$8.95 - $9.65 $369K - $398K
86.9K $838K
DFAU
Dimensional ETF Tr

ETFs
4.83K
+ 8.2%
$42.42 - $45.96 $205K - $222K
63.7K $2.91M
NWBI
Northwest Bancshares, Inc.

Financial Services
36.4K
+ 45.14%
$11.5 - $13.53 $419K - $492K
117K $1.45M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.94K
+ 10.22%
$46.86 - $48.27 $372K - $383K
85.6K $4.11M
UTG
Reaves Utility Income Fund

Financial Services
828
+ 0.74%
$35.81 - $39.62 $29.7K - $32.8K
113K $4.46M
CF
Cf Industries Holdings, Inc.

Basic Materials
5.18K
+ 24.78%
$80.91 - $98.75 $419K - $511K
26.1K $2.34M
FEMS
First Trust Emerging Markets S

ETFs
4.09K
+ 6.18%
$40.83 - $44.87 $167K - $183K
70.2K $3.1M
JFR
Nuveen Floating Rate Income Fund

Financial Services
56.1K
+ 37.89%
$8.07 - $8.58 $453K - $482K
204K $1.67M
RS
Reliance Steel & Aluminum CO

Basic Materials
1.52K
+ 456.93%
$277.33 - $343.66 $421K - $521K
1.85K $519K
CWB
Spdr Bloomberg Convertible Sec

ETFs
210
+ 0.42%
$82.29 - $90.77 $17.3K - $19.1K
50.5K $4.57M
PHYS
Sprott Physical Gold Trust

Financial Services
835
+ 0.91%
$25.02 - $29.62 $20.9K - $24.7K
92.2K $2.73M
HUBS
Hubspot Inc

Technology
1.79K
+ 37.43%
$420.79 - $560.9 $754K - $1.01M
6.58K $3.08M
EWL
Ishares Inc Msci Switzerlnd

ETFs
7.29K
+ 36.51%
$52.43 - $56.33 $382K - $410K
27.2K $1.51M
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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