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
CINF
Cincinnati Financial Corp

Financial Services
766
+ 4.56%
$145.8 - $158.1 $112K - $121K
17.6K $2.78M
IYH
Ishares Tr

ETFs
3.94K
+ 20.17%
$54.36 - $58.96 $214K - $232K
23.5K $1.38M
TDVG
T Rowe Price Exchange Traded F

Technology
6.17K
+ 425.22%
$42.05 - $43.96 $259K - $271K
7.62K $335K
FTA
First Tr Large Cap Value

ETFs
1.82K
+ 6.99%
$78.13 - $83.78 $142K - $152K
27.8K $2.32M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.36K
+ 14.43%
$64.17 - $68.19 $215K - $229K
26.6K $1.81M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7.63K
+ 3421.08%
$28.71 - $37.46 $219K - $286K
7.85K $278K
OC
Owens Corning

Industrials
1.6K
+ 14.15%
$136.56 - $157.69 $218K - $252K
12.9K $1.82M
AB
Alliancebernstein Holding L.P.

Financial Services
7.29K
+ 220.95%
$37.76 - $42.88 $275K - $312K
10.6K $404K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.17K
+ 2.06%
$50.53 - $50.82 $261K - $263K
257K $13M
SFST
Southern First Bancshares Inc

Financial Services
4.67K
+ 45.56%
$38.64 - $45.54 $181K - $213K
14.9K $658K
FTQI
First Trust ETF Vi First Trust

ETFs
10.8K
+ 25.12%
$19.5 - $20.79 $211K - $225K
53.8K $1.11M
EVN
Eaton Vance Municipal Income Trust

Financial Services
20.2K
+ 40.81%
$10.23 - $11.23 $206K - $227K
69.6K $770K
AUB
Atlantic Union Bankshares Corp

Financial Services
7.45K
+ 3632.68%
$31.23 - $36.56 $233K - $272K
7.65K $270K
CRSP
Crispr Therapeutics Ag

Healthcare
1.94K
+ 22.58%
$48.51 - $68.14 $94K - $132K
10.5K $681K
SHW
Sherwin Williams CO

Basic Materials
635
+ 4.22%
$330.88 - $375.23 $210K - $238K
15.7K $5.43M
AR
Antero Resources Corp

Energy
7.9K
+ 3002.28%
$29.87 - $37.66 $236K - $297K
8.16K $273K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.66K
+ 71.28%
$71.86 - $87.45 $191K - $233K
6.39K $532K
OGE
Oge Energy Corp.

Utilities
3.85K
+ 8.97%
$43.46 - $46.27 $167K - $178K
46.7K $2.16M
VPU
Vanguard Utilities ETF

ETFs
560
+ 4.9%
$175.25 - $189.41 $98.1K - $106K
12K $2.27M
SANA
Sana Biotechnology, Inc.

Healthcare
63K
+ 181.92%
$2.83 - $5.14 $178K - $324K
97.6K $346K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
13
+ 0.02%
$52.31 - $56.47 $680 - $734
64.6K $3.65M
AGNC
Agnc Investment Corp.

Real Estate
23.8K
+ 87.79%
$9.2 - $10.37 $219K - $246K
50.8K $497K
SWKH
Swk Holdings Corp

Financial Services
17.2K
+ 5440.82%
$14.02 - $15.28 $241K - $263K
17.5K $251K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
10.8K
+ 647.19%
$22.65 - $25.1 $245K - $272K
12.5K $285K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
40.8K
+ 51.39%
$4.73 - $8.22 $193K - $335K
120K $783K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
751
+ 7.63%
$83.08 - $100.2 $62.4K - $75.3K
10.6K $1.06M
INCY
Incyte Corp

Healthcare
919
+ 9.28%
$67.27 - $86.96 $61.8K - $79.9K
10.8K $918K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.84K
+ 5.43%
$109.11 - $111.88 $201K - $206K
35.7K $3.98M
RL
Ralph Lauren Corp

Consumer Cyclical
544
+ 29.09%
$272.1 - $320.75 $148K - $174K
2.41K $756K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
13.1K
+ 1189.09%
$17.96 - $19.62 $235K - $257K
14.2K $264K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
704
+ 222.08%
$256.21 - $323.54 $180K - $228K
1.02K $325K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
8K
+ 5.4%
$22.71 - $23.24 $182K - $186K
156K $3.61M
CALM
Cal Maine Foods Inc

Consumer Defensive
3.2K
+ 29.21%
$94.1 - $119.16 $301K - $382K
14.2K $1.33M
ALB
Albemarle Corp

Basic Materials
2.35K
+ 88.22%
$62.9 - $88.1 $148K - $207K
5K $405K
AWI
Armstrong World Industries Inc

Industrials
1.21K
+ 5273.91%
$163.99 - $199.13 $199K - $242K
1.24K $242K
NHI
National Health Investors Inc

Real Estate
2.77K
+ 134.65%
$69.48 - $80.06 $192K - $222K
4.82K $383K
DFIV
Dimensional ETF Tr

ETFs
2.15K
+ 5.1%
$42.66 - $46.53 $91.8K - $100K
44.4K $2.05M
LPG
Dorian Lpg Ltd.

Energy
7.26K
+ 180.29%
$24.6 - $32.7 $178K - $237K
11.3K $336K
IRBO
Ishares Robotics & Artificial

ETFs
7.4K
+ 517.98%
N/A
8.83K $283K
IYM
Ishares Tr

ETFs
1.6K
+ 1003.77%
$138.95 - $150.69 $222K - $241K
1.76K $260K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4.67K
+ 23.73%
$52.62 - $61.93 $246K - $289K
24.3K $1.32M
BOTZ
Global X Fds

ETFs
1.9K
+ 3.1%
$32.14 - $35.96 $61K - $68.3K
63.1K $2.23M
CATH
Global X Fds Global X S&P 500

ETFs
2.81K
+ 200.0%
$75.38 - $81.32 $212K - $228K
4.21K $341K
IMO
Imperial Oil LTD

Energy
1.08K
+ 8.97%
$80.03 - $95.16 $86.7K - $103K
13.2K $1.19M
INGR
Ingredion Inc

Consumer Defensive
2.9K
+ 32.64%
$121.01 - $138.21 $351K - $401K
11.8K $1.44M
RRC
Range Resources Corp

Energy
6.33K
+ 348.98%
$32.79 - $39.33 $208K - $249K
8.15K $306K
SBSW
Sibanye Stillwater LTD

Basic Materials
16.8K
+ 152.68%
$7.27 - $11.24 $122K - $189K
27.8K $312K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
6.19K
+ 251.53%
$30.39 - $35.78 $188K - $221K
8.64K $305K
INTF
Ishares Tr

ETFs
5.57K
+ 30.18%
$33.72 - $36.17 $188K - $201K
24K $862K
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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