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
IMCV
Ishares Morningstar Mid Cap Va

ETFs
991
+ 104.87%
$76.29 - $80.63 $75.6K - $79.9K
1.94K $155K
VMI
Valmont Industries Inc

Industrials
5
+ 0.37%
$328.58 - $387.73 $1.64K - $1.94K
1.34K $519K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.5K
+ 16.91%
$41.73 - $43.77 $62.6K - $65.7K
10.4K $453K
FDD
First Trust Stoxx European Sel

ETFs
4.64K
+ 32.87%
$15.26 - $16.67 $70.8K - $77.3K
18.7K $302K
VOOV
Vanguard S&P 500 Value ETF

ETFs
28
+ 0.39%
$187.97 - $199.47 $5.26K - $5.59K
7.24K $1.44M
AGYS
Agilysys Inc

Technology
1.03K
+ 37.35%
$103.28 - $119.39 $106K - $123K
3.78K $397K
BFK
Blackrock Municipal Income Trust

Financial Services
7.3K
+ 37.88%
$9.44 - $10.17 $68.9K - $74.2K
26.6K $266K
FYLD
Cambria Foreign Shareholder Yi

ETFs
431
+ 1.23%
$29.19 - $31.97 $12.6K - $13.8K
35.6K $1.11M
LEN
Lennar Corp

Consumer Cyclical
31
+ 0.61%
$107.73 - $142.4 $3.34K - $4.41K
5.09K $641K
UHS
Universal Health Services Inc

Healthcare
88
+ 3.22%
$154.95 - $204.44 $13.6K - $18K
2.83K $577K
SCHO
Schwab Short Term Us Treasury

ETFs
3.18K
+ 3.24%
$24.23 - $24.42 $77.1K - $77.8K
101K $2.47M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.86K
+ 3.67%
$20.34 - $21.61 $37.8K - $40.1K
52.4K $1.13M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
3.53K
+ 17.84%
$23.48 - $24.44 $82.8K - $86.2K
23.3K $557K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1.4K
+ 2.58%
$50.37 - $50.7 $70.3K - $70.7K
55.4K $2.81M
TRMD
Torm PLC

Energy
459
+ 2.6%
$16.71 - $23.4 $7.67K - $10.7K
18.1K $373K
AYI
Acuity Brands Inc

Industrials
12
+ 0.75%
$287.07 - $344.52 $3.44K - $4.13K
1.61K $554K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
60
+ 2.39%
$113.83 - $154.45 $6.83K - $9.27K
2.57K $397K
IQDF
Flexshares International Quali

ETFs
2.1K
+ 16.16%
$27.02 - $28.94 $56.6K - $60.7K
15.1K $429K
PLUG
Plug Power Inc

Industrials
22.7K
+ 77.34%
$1.37 - $2.65 $31.1K - $60.2K
52.1K $121K
AVAV
Aero Vironment Inc

Industrials
240
+ 400.0%
$226.08 - $314.89 $54.3K - $75.6K
300 $94K
GNRC
Generac Holdings Inc.

Industrials
73
+ 2.73%
$146.61 - $202.85 $10.7K - $14.8K
2.75K $460K
PHO
Invesco Exchange Traded Fd Tr

ETFs
508
+ 2.74%
$69.62 - $73.99 $35.4K - $37.6K
19K $1.37M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
7.7K
+ 30.6%
$8.46 - $9.02 $65.1K - $69.5K
32.9K $295K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
1.86K
+ 13.33%
$28.32 - $30.69 $52.7K - $57.1K
15.8K $481K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
100
+ 1.77%
$44.14 - $61.05 $4.41K - $6.11K
5.75K $347K
BWAY
Brainsway Ltd.

Healthcare
1.96K
+ 7.37%
$11.47 - $16.71 $22.5K - $32.8K
28.6K $426K
IDN
Intellicheck, Inc.

Technology
16.5K
+ 38.28%
$4.82 - $5.79 $79.5K - $95.5K
59.6K $308K
TRIN
Trinity Capital Inc.

Financial Services
4.03K
+ 39.38%
$14.03 - $16.47 $56.6K - $66.4K
14.3K $220K
MFG
Mizuho Financial Group Inc

Financial Services
11.2K
+ 18051.61%
$5.42 - $6.85 $60.7K - $76.7K
11.3K $75K
VAL
Valaris LTD

Energy
485
+ 6.32%
$43.9 - $52.99 $21.3K - $25.7K
8.15K $397K
CCL
Carnival Corp

Consumer Cyclical
1.96K
+ 8.89%
$28.37 - $32.49 $55.7K - $63.7K
24K $694K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
171
+ 1.92%
$114.67 - $124.98 $19.6K - $21.4K
9.07K $1.1M
SHG
Shinhan Financial Group CO LTD

Financial Services
2.12K
+ 17.54%
N/A
14.2K $492K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
381
+ 5.49%
$67.52 - $76.75 $25.7K - $29.2K
7.32K $548K
ALGM
Allegro Microsystems, Inc.

Technology
2.46K
+ 12315.0%
$29.16 - $37.51 $71.8K - $92.4K
2.48K $72K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.81K
+ 5.18%
$26.88 - $27.78 $48.5K - $50.1K
36.7K $1.02M
EBND
Spdr Bloomberg Emerging Market

ETFs
3.56K
+ 4.15%
$20.95 - $21.57 $74.6K - $76.8K
89.3K $1.91M
TD
Toronto Dominion Bank

Financial Services
247
+ 3.07%
$72.55 - $79.95 $17.9K - $19.7K
8.29K $662K
JMEE
J P Morgan Exchange Traded Fd

ETFs
592
+ 7.55%
$59.19 - $64.47 $35K - $38.2K
8.44K $535K
SFNC
Simmons First National Corp

Financial Services
3.54K
+ 23.5%
$18.71 - $21.16 $66.2K - $74.8K
18.6K $356K
ISSC
Innovative Solutions & Support Inc

Industrials
7.72K
+ 60.91%
$10.9 - $19.73 $84.2K - $152K
20.4K $245K
MPLX
Mplx LP

Energy
3.81K
+ 4.98%
$49.42 - $52.71 $188K - $201K
80.2K $4.01M
BGNE
Bei Gene, Ltd.

Healthcare
304
+ 19.59%
N/A
1.86K $420K
RFV
Invesco Exchange Traded Fd Tr

ETFs
519
+ 174.16%
$119.35 - $132.13 $61.9K - $68.6K
817 $104K
NTRS
Northern Trust Corp

Financial Services
192
+ 3.52%
$123.6 - $134.6 $23.7K - $25.8K
5.65K $759K
DHS
Wisdomtree Tr U.S

ETFs
136
+ 1.23%
$96.42 - $101.82 $13.1K - $13.8K
11.2K $1.13M
PFFV
Global X Variable Rate Preferr

Technology
2.62K
+ 13.39%
$22.87 - $23.38 $59.9K - $61.2K
22.2K $512K
ESLT
Elbit Systems LTD

Industrials
43
+ 5.87%
$429.99 - $509.8 $18.5K - $21.9K
776 $395K
SQ
Block, Inc.

Technology
1.14K
+ 11.81%
N/A
10.8K $615K
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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