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
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
26.6K
+ 82.12%
$10.94 - $11.76 $291K - $312K
58.9K $692K
BXSL
Blackstone Secured Lending Fund

Financial Services
16.3K
+ 80.42%
$26.07 - $32.55 $425K - $531K
36.6K $953K
DOV
Dover Corp

Industrials
3.15K
+ 26.41%
$165.59 - $190.9 $522K - $602K
15.1K $2.52M
NKE
Nike, Inc.

Consumer Cyclical
5.92K
+ 9.22%
$69.24 - $79.24 $410K - $469K
70.1K $4.89M
IAUM
I Shares Gold Trust Micro

ETFs
4.03K
+ 13.2%
$32.6 - $38.5 $131K - $155K
34.6K $1.33M
DNN
Denison Mines Corp.

Energy
46.5K
+ 22.57%
$1.69 - $2.86 $78.6K - $133K
253K $694K
VONE
Vanguard Russell 1000 ETF

ETFs
416
+ 4.63%
$280.68 - $303.97 $117K - $126K
9.4K $2.84M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.66K
+ 3.4%
$48.72 - $50.73 $276K - $287K
172K $8.49M
GL
Globe Life Inc.

Financial Services
1.32K
+ 19.63%
$117.6 - $146.55 $155K - $193K
8.04K $1.15M
PCG
Pg&E Corp

Utilities
16.3K
+ 27.37%
$13.0 - $15.73 $212K - $257K
75.9K $1.15M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
13.1K
+ 20.89%
$23.27 - $23.51 $305K - $308K
75.7K $1.77M
EVR
Evercore Inc.

Financial Services
902
+ 1503.33%
$276.5 - $362.79 $249K - $327K
962 $324K
IONS
Ionis Pharmaceuticals Inc

Healthcare
4.63K
+ 2360.2%
$39.94 - $65.42 $185K - $303K
4.82K $315K
VTR
Ventas, Inc.

Real Estate
4.24K
+ 250.86%
$62.76 - $69.99 $266K - $297K
5.93K $414K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.33K
+ 13.81%
$91.28 - $97.59 $212K - $227K
19.2K $1.84M
ROKU
Roku, Inc

Communication Services
2.13K
+ 28.49%
$79.98 - $101.78 $171K - $217K
9.62K $962K
MTCH
Match Group, Inc.

Communication Services
8.49K
+ 1120.58%
$31.83 - $38.77 $270K - $329K
9.25K $326K
KMI
Kinder Morgan, Inc.

Energy
21.1K
+ 7.78%
$26.23 - $28.5 $553K - $600K
292K $8.26M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.39K
+ 20.05%
$64.58 - $69.94 $219K - $237K
20.3K $1.41M
RHI
Robert Half International Inc.

Industrials
9.07K
+ 777.62%
$33.49 - $43.03 $304K - $390K
10.2K $347K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
4.56K
+ 10.25%
$37.49 - $40.7 $171K - $186K
49.1K $2M
RACE
Ferrari N.V.

Consumer Cyclical
662
+ 15.65%
$436.24 - $517.65 $289K - $343K
4.89K $2.37M
BSJR
Invesco Indx Tr

ETFs
13K
+ 21.18%
$22.64 - $22.85 $295K - $298K
74.6K $1.7M
IYY
Ishares Tr

ETFs
1.54K
+ 38.21%
$150.75 - $162.82 $232K - $251K
5.58K $906K
AUR
Aurora Innovation, Inc.

Technology
55K
+ 2007.45%
$5.05 - $6.56 $278K - $361K
57.7K $311K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
174
+ 2.68%
$567.09 - $607.37 $98.7K - $106K
6.66K $3.97M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.68K
+ 21.37%
$82.42 - $87.03 $221K - $234K
15.2K $1.33M
HSBC
Hsbc Holdings PLC

Financial Services
382
+ 1.46%
$60.27 - $70.98 $23K - $27.1K
26.6K $1.89M
PAAS
Pan American Silver Corp

Basic Materials
6.76K
+ 221.7%
$27.02 - $38.81 $183K - $262K
9.81K $380K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
378
+ 4.51%
$138.31 - $165.45 $52.3K - $62.5K
8.77K $1.45M
MAR
Marriott International Inc

Consumer Cyclical
2.66K
+ 8.48%
$255.35 - $282.87 $679K - $752K
34K $8.86M
TTWO
Take Two Interactive Software Inc

Communication Services
291
+ 2.08%
$217.37 - $259.96 $63.3K - $75.6K
14.3K $3.69M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
3.63K
+ 10.27%
$49.0 - $51.91 $178K - $188K
39K $2.02M
EPAM
Epam Systems, Inc.

Technology
1.56K
+ 11.84%
N/A
14.8K $2.74M
IDXX
Idexx Laboratories Inc

Healthcare
28
+ 1.06%
$514.61 - $682.78 $14.4K - $19.1K
2.68K $1.71M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.56K
+ 13.26%
$53.54 - $64.21 $137K - $164K
21.9K $1.31M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
593
+ 1.59%
$107.27 - $113.94 $63.6K - $67.6K
37.9K $4.31M
LNC
Lincoln National Corp

Financial Services
196
+ 0.4%
$33.37 - $43.29 $6.54K - $8.48K
49.1K $1.98M
AAXJ
Ishares Msci All Country Asia

ETFs
2.82K
+ 81.75%
$82.05 - $91.87 $231K - $259K
6.26K $571K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
12K
+ 1563.15%
$23.75 - $25.0 $285K - $300K
12.8K $306K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.72K
+ 10.18%
$38.52 - $39.39 $259K - $265K
72.7K $2.86M
TRMB
Trimble Inc.

Technology
1.9K
+ 8.31%
$76.46 - $85.24 $146K - $162K
24.8K $2.03M
FENY
Fidelity Covington Tr Msci Ene

ETFs
3.3K
+ 2.09%
$23.27 - $25.46 $76.8K - $84K
161K $3.98M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.97K
+ 12.9%
$49.09 - $50.58 $244K - $251K
43.5K $2.19M
NTNX
Nutanix, Inc.

Technology
4.04K
+ 46.82%
$66.06 - $81.12 $267K - $327K
12.7K $941K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.37K
+ 32.26%
$42.75 - $43.37 $272K - $276K
26.1K $1.13M
BLDR
Builders First Source, Inc.

Industrials
2.2K
+ 108.87%
$116.91 - $149.21 $257K - $328K
4.22K $511K
ATO
Atmos Energy Corp

Utilities
648
+ 6.54%
$151.51 - $170.75 $98.2K - $111K
10.6K $1.8M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
31.6K
+ 73.67%
$9.11 - $10.03 $288K - $317K
74.5K $678K
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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