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
HYLS
First Tr Tactical High Yield L

ETFs
8.89K
+ 6.46%
$41.62 - $42.32 $370K - $376K
147K $6.16M
CORT
Corcept Therapeutics Inc

Healthcare
4.75K
+ 396.33%
$67.17 - $83.9 $319K - $399K
5.95K $494K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.62K
+ 2.06%
$39.06 - $43.42 $63.1K - $70.2K
80K $3.47M
TME
Tencent Music Entertainment Group

Communication Services
381
+ 0.37%
$19.17 - $26.36 $7.3K - $10K
103K $2.4M
HII
Huntington Ingalls Industries, Inc.

Industrials
186
+ 2.49%
$246.31 - $287.91 $45.8K - $53.6K
7.65K $2.2M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
5.72K
+ 6.74%
$32.8 - $39.43 $188K - $225K
90.6K $3.15M
MLI
Mueller Industries Inc

Industrials
604
+ 3.93%
$82.07 - $101.7 $49.6K - $61.4K
16K $1.62M
INN
Summit Hotel Properties, Inc.

Real Estate
71.2K
+ 11110.92%
$5.03 - $5.98 $358K - $426K
71.9K $394K
DVYE
Ishares Emerging Markets Divid

ETFs
4.08K
+ 1.59%
$28.5 - $30.64 $116K - $125K
261K $7.74M
MLPA
Global X Mlp ETF

ETFs
11.2K
+ 12.6%
$48.25 - $51.56 $542K - $580K
100K $4.86M
VHT
Vanguard Health Care ETF

ETFs
931
+ 7.38%
$239.12 - $259.95 $223K - $242K
13.5K $3.52M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
41K
+ 91.77%
$8.7 - $9.11 $357K - $374K
85.7K $780K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.6K
+ 14.95%
$123.98 - $146.67 $199K - $235K
12.3K $1.73M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
542
+ 0.48%
$29.52 - $34.78 $16K - $18.9K
113K $3.81M
CASY
Caseys General Stores Inc

Consumer Cyclical
493
+ 26.88%
$494.52 - $565.32 $244K - $279K
2.33K $1.32M
FNGS
Bank Of Montreal

ETFs
4.78K
+ 50.58%
$64.17 - $71.22 $306K - $340K
14.2K $994K
ESTA
Establishment Labs Holdings Inc.

Healthcare
9.22K
+ 3702.41%
$33.62 - $46.11 $310K - $425K
9.47K $388K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
26K
+ 32.93%
$11.55 - $12.56 $300K - $326K
105K $1.32M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
75.1K
+ 12.47%
$5.79 - $5.98 $435K - $449K
678K $3.93M
TCOM
Trip.Com Group LTD

Consumer Cyclical
4.87K
+ 812.33%
$58.74 - $78.52 $286K - $383K
5.47K $411K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
24K
+ 54.55%
$15.39 - $16.8 $369K - $403K
67.9K $1.05M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.94K
+ 1.56%
$76.16 - $78.59 $224K - $231K
191K $14.9M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
4.7K
+ 29.9%
$49.31 - $57.77 $232K - $272K
20.4K $1.16M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
15.1K
+ 80.24%
$22.83 - $23.85 $345K - $361K
34K $809K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
8.13K
+ 630.08%
$41.31 - $44.9 $336K - $365K
9.42K $422K
ARKW
Ark Next Generation Internet E

ETFs
1.46K
+ 35.13%
$144.46 - $174.76 $211K - $255K
5.62K $981K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
2.92K
+ 3.03%
$60.96 - $64.31 $178K - $188K
99.1K $6.3M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
4.26K
+ 21.46%
$32.78 - $42.61 $140K - $182K
24.1K $1.01M
GLOB
Globant S.A.

Technology
6.37K
+ 10610.0%
$55.6 - $93.3 $354K - $594K
6.43K $368K
MET
Metlife Inc

Financial Services
3.13K
+ 5.76%
$73.82 - $82.37 $231K - $257K
57.3K $4.72M
WDAY
Workday, Inc.

Technology
1.49K
+ 22.57%
$213.69 - $247.69 $318K - $369K
8.09K $1.95M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
26.5K
+ 23.42%
$11.15 - $11.87 $296K - $315K
140K $1.62M
AGX
Argan Inc

Industrials
430
+ 8.76%
$202.53 - $271.07 $87.1K - $117K
5.34K $1.44M
HDV
Ishares Core High Dividend ETF

ETFs
1.62K
+ 5.32%
$118.16 - $123.66 $191K - $200K
32K $3.92M
FISV
Fiserv Inc

Technology
2.86K
+ 12.29%
N/A
26.1K $3.27M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.65K
+ 5.8%
$81.76 - $86.36 $298K - $315K
66.6K $5.65M
IQI
Invesco Quality Municipal Income Trust

Financial Services
30.9K
+ 27.69%
$9.06 - $10.0 $280K - $309K
143K $1.4M
COPX
Global X Copper Miners ETF

ETFs
2.24K
+ 14.95%
$42.75 - $59.81 $95.6K - $134K
17.2K $1.03M
UAL
United Airlines Holdings, Inc.

Industrials
794
+ 4.83%
$80.05 - $109.36 $63.6K - $86.8K
17.2K $1.66M
BSMU
Invesco Exchange Self Ind Tr

ETFs
15.9K
+ 611.62%
$21.43 - $22.06 $341K - $351K
18.5K $405K
SAN
Banco Santander, S.A.

Financial Services
6.97K
+ 5.56%
$8.27 - $10.48 $57.6K - $73K
132K $1.39M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3K
+ 116.29%
$67.16 - $93.48 $201K - $280K
5.58K $519K
ZS
Zscaler, Inc.

Technology
1.39K
+ 27.89%
$267.68 - $316.5 $372K - $440K
6.38K $1.91M
WTRG
Essential Utilities, Inc.

Utilities
6.55K
+ 22.56%
$36.73 - $39.9 $241K - $261K
35.6K $1.42M
FE
Firstenergy Corp

Utilities
3.37K
+ 10.16%
$39.76 - $45.82 $134K - $155K
36.6K $1.68M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
242
+ 0.67%
$161.6 - $171.2 $39.1K - $41.4K
36.6K $6.26M
FTSL
First Trust Senior Ln Fund

ETFs
7.58K
+ 2.67%
$45.81 - $46.18 $347K - $350K
292K $13.4M
DWM
Wisdomtree Tr

ETFs
5.03K
+ 7615.15%
$62.79 - $66.96 $316K - $337K
5.09K $337K
MEDP
Medpace Holdings, Inc.

Healthcare
208
+ 18.55%
$308.88 - $514.16 $64.2K - $107K
1.33K $683K
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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