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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.35K
+ 2.57%
$50.73 - $52.47 $68.4K - $70.8K
53.8K $2.81M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
4.11K
+ 14.37%
$22.18 - $22.83 $91.1K - $93.8K
32.7K $744K
HEI
Heico Corp

Industrials
360
+ 22.93%
$304.5 - $337.56 $110K - $122K
1.93K $623K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.75K
+ 2.96%
N/A
61K $3.81M
AWK
American Water Works Company, Inc.

Utilities
765
+ 6.26%
$135.05 - $147.0 $103K - $112K
13K $1.81M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
76
+ 2.54%
$167.19 - $219.52 $12.7K - $16.7K
3.07K $673K
SKYT
Sky Water Technology, Inc

Technology
1K
+ 10.7%
$8.78 - $19.29 $8.78K - $19.3K
10.4K $199K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
6.41K
+ 12.73%
$10.13 - $11.79 $64.9K - $75.6K
56.7K $629K
GNW
Genworth Financial Inc

Financial Services
9.8K
+ 60.07%
$7.26 - $9.11 $71.1K - $89.3K
26.1K $232K
EMLP
First Tr Exchange Traded Iv

ETFs
1.77K
+ 3.76%
$36.99 - $38.38 $65.4K - $67.8K
48.8K $1.87M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
532
+ 1.92%
$50.32 - $54.01 $26.8K - $28.7K
28.2K $1.52M
JPSE
J P Morgan Diversified Return

ETFs
154
+ 0.68%
$45.04 - $50.93 $6.94K - $7.84K
22.8K $1.13M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
9.9K
+ 51.27%
$9.44 - $10.39 $93.5K - $103K
29.2K $290K
MPV
Barings Participation Investors

Financial Services
5.03K
+ 34.06%
$18.73 - $20.67 $94.2K - $104K
19.8K $398K
ALV
Autoliv Inc

Consumer Cyclical
556
+ 19.56%
$110.31 - $127.65 $61.3K - $71K
3.4K $419K
ACLS
Axcelis Technologies Inc

Technology
1.03K
+ 5705.56%
$67.69 - $100.44 $69.5K - $103K
1.05K $102K
HMC
Honda Motor CO LTD

Consumer Cyclical
2.31K
+ 15.96%
$29.11 - $34.85 $67.3K - $80.6K
16.8K $517K
BMO
Bank Of Montreal

Financial Services
340
+ 12.14%
$110.44 - $130.66 $37.5K - $44.4K
3.14K $408K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3.81K
+ 7.89%
$17.13 - $17.98 $65.2K - $68.4K
52K $924K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
8.29K
+ 55.79%
$11.19 - $11.74 $92.8K - $97.4K
23.2K $267K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
686
+ 8.81%
$85.93 - $92.12 $58.9K - $63.2K
8.47K $771K
CHKP
Check Point Software Technologies LTD

Technology
1.51K
+ 10.12%
$180.73 - $231.23 $272K - $348K
16.4K $3.39M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.9K
+ 10.66%
$47.76 - $48.46 $90.6K - $92K
19.7K $949K
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.52K
+ 10.97%
$36.55 - $37.16 $92.1K - $93.7K
25.5K $946K
ABCB
Ameris Bancorp

Financial Services
8
+ 0.07%
$65.68 - $76.41 $525 - $611
11.2K $819K
TGT
Target Corp

Consumer Defensive
8.03K
+ 11.53%
$86.56 - $107.43 $695K - $863K
77.7K $6.97M
EXEL
Exelixis, Inc.

Healthcare
3.83K
+ 16.98%
$36.22 - $46.25 $139K - $177K
26.4K $1.09M
OCGN
Ocugen, Inc.

Healthcare
43.3K
+ 117.73%
$0.92 - $1.66 $39.9K - $71.9K
80.2K $130K
RUN
Sunrun Inc.

Technology
4.26K
+ 182.05%
$8.99 - $18.18 $38.3K - $77.4K
6.6K $114K
CG
Carlyle Group Inc.

Financial Services
465
+ 8.43%
$52.82 - $69.35 $24.6K - $32.2K
5.98K $375K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
4.07K
+ 6.63%
$21.89 - $22.2 $89K - $90.3K
65.5K $1.45M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.02K
+ 6.23%
$23.03 - $23.12 $92.5K - $92.9K
68.5K $1.58M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.64K
+ 3.44%
$26.16 - $27.65 $42.9K - $45.3K
49.2K $1.35M
IFRA
Ishares Tr

ETFs
244
+ 1.13%
$49.77 - $52.82 $12.1K - $12.9K
21.8K $1.15M
LVS
Las Vegas Sands Corp

Consumer Cyclical
574
+ 9.85%
$47.38 - $57.71 $27.2K - $33.1K
6.4K $344K
UFPI
Ufp Industries Inc

Basic Materials
974
+ 2951.52%
$91.8 - $108.49 $89.4K - $106K
1.01K $94K
KMPH
Kempharm, Inc

Healthcare
18.3K
+ 458.45%
N/A
22.3K $110K
YYY
Amplify ETF Tr High Income ETF

ETFs
7.2K
+ 12.65%
$11.61 - $11.92 $83.6K - $85.9K
64.2K $757K
EUFN
Ishares Msci Europe Financials

ETFs
1.77K
+ 16.34%
$31.4 - $34.74 $55.5K - $61.4K
12.6K $431K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
3.1K
+ 16.37%
$28.34 - $28.67 $87.9K - $89K
22.1K $632K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
3.32K
+ 9.32%
$19.61 - $20.88 $65K - $69.3K
38.9K $793K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
846
+ 14.23%
$62.88 - $68.43 $53.2K - $57.9K
6.79K $464K
SYM
Symbotic Inc.

Financial Services
1.29K
+ 101.1%
$39.68 - $63.21 $51.2K - $81.5K
2.57K $138K
LPI
Laredo Petroleum, Inc.

Energy
1.83K
+ 10.61%
N/A
19K $924K
CBRE
Cbre Group, Inc.

Real Estate
71
+ 1.65%
$137.04 - $165.9 $9.73K - $11.8K
4.37K $688K
VAW
Vanguard Materials ETF

ETFs
284
+ 9.96%
$193.21 - $210.15 $54.9K - $59.7K
3.14K $642K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
618
+ 6.46%
$81.55 - $85.33 $50.4K - $52.7K
10.2K $866K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
102
+ 1.39%
$132.51 - $145.94 $13.5K - $14.9K
7.44K $1.07M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
408
+ 13.43%
$259.44 - $278.65 $106K - $114K
3.45K $893K
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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