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
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.8K
+ 39.89%
$14.11 - $14.94 $152K - $161K
37.7K $551K
CHCI
Comstock Holding Companies, Inc.

Real Estate
11.8K
+ 2573.86%
$10.37 - $18.49 $123K - $218K
12.3K $174K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
3.76K
+ 0.81%
$24.87 - $25.69 $93.4K - $96.5K
469K $12M
GSL
Global Ship Lease, Inc.

Industrials
3.08K
+ 18.17%
$26.17 - $33.06 $80.5K - $102K
20K $614K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
12.9K
+ 42.1%
$9.2 - $10.5 $119K - $136K
43.6K $452K
KELYA
Kelly Services Inc

Industrials
12.7K
+ 1509.13%
$12.07 - $14.64 $154K - $186K
13.6K $177K
EMHC
Spdr Bloomberg Emerging Market
4.01K
+ 3.49%
$24.31 - $25.33 $97.4K - $101K
119K $2.99M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
109
+ 0.17%
$53.48 - $56.56 $5.83K - $6.17K
62.9K $3.55M
AGOX
Starboard Invt Tr

ETFs
3.5K
+ 6.64%
$28.93 - $30.85 $101K - $108K
56.2K $1.73M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
10.4K
+ 9.67%
$14.8 - $15.15 $154K - $158K
118K $1.77M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.91K
+ 17.46%
$29.65 - $31.77 $116K - $124K
26.3K $833K
MTB
M&T Bank Corp

Financial Services
547
+ 3.64%
$183.74 - $204.05 $101K - $112K
15.6K $3.08M
IGHG
Proshares Investment Grade Int

ETFs
2.04K
+ 55.23%
$78.05 - $79.18 $159K - $161K
5.73K $452K
RFIL
R F Industries LTD

Industrials
19.7K
+ 984.2%
$6.34 - $9.32 $125K - $183K
21.7K $174K
ADT
Adt Inc.

Industrials
18.1K
+ 136.55%
$8.27 - $8.85 $149K - $160K
31.3K $272K
VLUE
Ishares Msci Usa Value Factor

ETFs
328
+ 3.33%
$111.55 - $125.05 $36.6K - $41K
10.2K $1.27M
VDE
Vanguard Energy ETF

ETFs
150
+ 0.73%
$118.37 - $129.65 $17.8K - $19.4K
20.8K $2.62M
ECL
Ecolab Inc.

Basic Materials
229
+ 1.09%
$259.39 - $285.47 $59.4K - $65.4K
21.3K $5.84M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 9.92%
$32.02 - $36.34 $67.1K - $76.2K
23.2K $831K
SRLN
Ssga Active Trust

ETFs
3.77K
+ 4.31%
$41.28 - $41.65 $156K - $157K
91.3K $3.8M
SYF
Synchrony Financial

Financial Services
1.58K
+ 15.34%
$67.53 - $76.86 $106K - $121K
11.8K $841K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.65K
+ 13.81%
$45.4 - $47.61 $120K - $126K
21.8K $1.04M
LYFT
Lyft, Inc.

Technology
2.67K
+ 17.33%
$13.41 - $22.93 $35.8K - $61.3K
18.1K $398K
RY
Royal Bank Of Canada

Financial Services
216
+ 2.78%
$128.46 - $148.6 $27.7K - $32.1K
7.99K $1.18M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
5.2K
+ 3.15%
$23.46 - $23.77 $122K - $124K
170K $4.03M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.31K
+ 47.96%
$57.15 - $62.12 $132K - $143K
7.11K $441K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
8.09K
+ 21.41%
$15.6 - $16.63 $126K - $135K
45.9K $761K
CLSK
Cleanspark, Inc.

Technology
10.3K
+ 1694.75%
$9.08 - $14.87 $93.9K - $154K
10.9K $159K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.41K
+ 1.22%
$25.84 - $27.2 $36.5K - $38.5K
117K $3.14M
AMOT
Allied Motion Technologies Inc

Technology
5.45K
+ 823.26%
N/A
6.11K $170K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
6.65K
+ 4.23%
$19.01 - $19.39 $126K - $129K
164K $3.16M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
23K
+ 60.92%
$5.52 - $6.17 $127K - $142K
60.8K $366K
KOMP
Spdr S&P Kensho New Economies

ETFs
2.32K
+ 429.63%
$54.38 - $62.69 $126K - $145K
2.86K $178K
U
Unity Software Inc.

Technology
3.54K
+ 800.0%
$24.01 - $46.53 $85.1K - $165K
3.99K $159K
KHC
Kraft Heinz CO

Consumer Defensive
5.26K
+ 10.27%
$25.63 - $28.94 $135K - $152K
56.5K $1.47M
DLR
Digital Realty Trust, Inc.

Real Estate
1.02K
+ 4.7%
$161.21 - $180.02 $165K - $184K
22.8K $3.93M
HMOP
Hartford Fds Exchange Traded T

ETFs
2.86K
+ 5.87%
$37.94 - $39.14 $109K - $112K
51.6K $2.01M
NEU
Newmarket Corp

Basic Materials
54
+ 7.45%
$680.5 - $848.94 $36.7K - $45.8K
779 $645K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
9.52K
+ 82.25%
$14.0 - $14.68 $133K - $140K
21.1K $309K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.5K
+ 111.47%
$12.09 - $12.69 $139K - $146K
21.8K $272K
FBNC
First Bancorp

Financial Services
17
+ 0.1%
$45.56 - $55.55 $775 - $944
16.4K $864K
XCEM
Columbia ETF Tr Ii

ETFs
1.37K
+ 3.14%
$33.85 - $36.86 $46.3K - $50.5K
45K $1.63M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8.15K
+ 95.84%
$25.5 - $35.2 $208K - $287K
16.7K $424K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.28K
+ 6.57%
$31.31 - $34.54 $71.3K - $78.6K
36.9K $1.24M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
4.6K
+ 57.39%
$27.49 - $29.67 $126K - $136K
12.6K $362K
WPC
W. P. Carey Inc.

Real Estate
1.63K
+ 26.55%
$61.29 - $68.7 $100K - $112K
7.77K $525K
ATFV
Alger ETF Tr 35 ETF

ETFs
1.34K
+ 8.6%
$28.57 - $35.78 $38.3K - $47.9K
16.9K $600K
RWL
Invesco Exchange Traded Fd Tr

ETFs
240
+ 1.37%
$102.17 - $110.66 $24.5K - $26.6K
17.7K $1.96M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
4.29K
+ 14.36%
$20.33 - $22.62 $87.3K - $97.1K
34.2K $757K
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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