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
NWSA
News Corp

Communication Services
3.51K
+ 2.81%
$28.38 - $31.03 $99.6K - $109K
128K $3.94M
HYMU
Blackrock ETF Tr Ii High Yield
10K
+ 1041.24%
N/A
11K $252K
VNLA
Janus Henderson Short Duration

ETFs
4.66K
+ 1290.3%
$48.99 - $49.29 $228K - $230K
5.02K $247K
MYRG
Myr Group Inc.

Industrials
1.09K
+ 1384.81%
$173.81 - $208.03 $190K - $228K
1.17K $244K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.55K
+ 227.84%
$96.73 - $137.09 $150K - $212K
2.23K $294K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
6.57K
+ 112.78%
$32.29 - $34.3 $212K - $225K
12.4K $422K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.21K
+ 33.42%
$31.78 - $33.69 $197K - $209K
24.8K $819K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
5.35K
+ 381.79%
$41.19 - $43.7 $220K - $234K
6.75K $288K
RE
Everest Re Group LTD

Financial Services
613
+ 60.63%
N/A
1.62K $602K
WTW
Willis Towers Watson PLC

Financial Services
374
+ 14.73%
$301.83 - $345.45 $113K - $129K
2.91K $1.01M
CXE
Mfs High Income Municipal Trust

Financial Services
60.5K
+ 184.95%
$3.47 - $3.72 $210K - $225K
93.2K $344K
SNN
Smith & Nephew PLC

Healthcare
6.25K
+ 4660.45%
$29.33 - $38.7 $183K - $242K
6.38K $231K
FRD
Friedman Industries Inc

Basic Materials
10.4K
+ 14241.1%
$14.69 - $22.7 $153K - $236K
10.5K $227K
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.19K
+ 7.56%
$44.34 - $45.94 $186K - $193K
59.7K $2.73M
PFG
Principal Financial Group Inc

Financial Services
2.39K
+ 29.68%
$75.53 - $82.95 $180K - $198K
10.4K $864K
OGS
One Gas, Inc.

Utilities
2.73K
+ 911.0%
$72.16 - $80.94 $197K - $221K
3.03K $245K
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.81K
+ 35.41%
$24.69 - $25.26 $217K - $222K
33.7K $846K
TDY
Teledyne Technologies Inc

Technology
362
+ 218.07%
$509.51 - $586.04 $184K - $212K
528 $309K
EA
Electronic Arts Inc.

Communication Services
464
+ 15.13%
$147.79 - $202.05 $68.6K - $93.8K
3.53K $712K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
251
+ 0.36%
$36.93 - $40.55 $9.27K - $10.2K
70.9K $2.85M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.82K
+ 2063.64%
$113.22 - $123.86 $206K - $225K
1.9K $231K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
4.77K
+ 20.07%
$36.73 - $38.68 $175K - $184K
28.5K $1.1M
HST
Host Hotels & Resorts, Inc.

Real Estate
11.5K
+ 78.23%
$15.27 - $17.68 $175K - $203K
26.1K $444K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.58K
+ 180.15%
$86.13 - $119.63 $222K - $308K
4.01K $376K
FITB
Fifth Third Bancorp

Financial Services
1.31K
+ 2.79%
$40.91 - $46.28 $53.4K - $60.4K
48.1K $2.14M
KEYS
Keysight Technologies, Inc.

Technology
777
+ 10.48%
$158.51 - $178.15 $123K - $138K
8.19K $1.43M
NUDM
Nuveen Esg International Devel

ETFs
2.84K
+ 5.45%
$34.72 - $37.63 $98.5K - $107K
54.9K $2.06M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
3.74K
+ 1026.37%
$47.23 - $57.41 $176K - $214K
4.1K $235K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
9.71K
+ 10.33%
$18.58 - $19.75 $180K - $192K
104K $1.99M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
20K
+ 86.69%
$9.39 - $10.12 $188K - $202K
43.1K $435K
ARKQ
Ark Autonomous Technology & Ro

ETFs
542
+ 7.75%
$86.2 - $111.56 $46.7K - $60.5K
7.53K $840K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.73K
+ 363.45%
$60.3 - $77.46 $225K - $289K
4.76K $292K
EPD
Enterprise Products Partners L.P.

Energy
3.6K
+ 0.9%
$30.74 - $32.14 $111K - $116K
403K $12.6M
FQAL
Fidelity Covington Tr Quality

ETFs
646
+ 1.96%
$69.69 - $74.72 $45K - $48.3K
33.5K $2.51M
PFFA
Etfis Ser Tr I

ETFs
9.58K
+ 115.51%
$20.94 - $22.43 $201K - $215K
17.9K $388K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
9.3K
+ 1712.71%
$21.0 - $23.0 $195K - $214K
9.84K $226K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
13K
+ 49.63%
$11.64 - $15.79 $151K - $205K
39.1K $573K
TT
Trane Technologies PLC

Industrials
961
+ 7.69%
$398.96 - $472.54 $383K - $454K
13.5K $5.68M
HBNC
Horizon Bancorp Inc

Financial Services
13.2K
+ 1240.53%
$15.01 - $16.88 $198K - $223K
14.3K $228K
IGE
Ishares Tr North Amern Nat Res

ETFs
4.29K
+ 1344.2%
$44.5 - $49.6 $191K - $213K
4.61K $225K
MKTX
Marketaxess Holdings Inc

Financial Services
1.22K
+ 6777.78%
$174.25 - $223.11 $213K - $272K
1.24K $215K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
14.1K
+ 42.88%
$14.01 - $14.68 $197K - $206K
46.9K $673K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
6.77K
+ 32.11%
$28.77 - $29.79 $195K - $202K
27.8K $824K
SON
Sonoco Products CO

Consumer Cyclical
4.91K
+ 82.52%
$42.77 - $48.68 $210K - $239K
10.9K $467K
TOL
Toll Brothers, Inc.

Consumer Cyclical
423
+ 6.82%
$113.78 - $148.0 $48.1K - $62.6K
6.63K $915K
NNN
National Retail Properties, Inc.

Real Estate
4.94K
+ 70.81%
$40.68 - $44.1 $201K - $218K
11.9K $507K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
7.42K
+ 4.63%
$23.12 - $23.59 $172K - $175K
168K $3.93M
HYG
Ishares Tr

ETFs
2.44K
+ 24.26%
$79.85 - $81.32 $195K - $198K
12.5K $1.01M
OVV
Ovintiv Inc.

Energy
5.03K
+ 1004.19%
$38.53 - $43.17 $194K - $217K
5.53K $223K
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email