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
GEVO
Gevo, Inc.

Basic Materials
2.7K
+ 2.9%
$1.15 - $2.09 $3.1K - $5.64K
95.7K $187K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
478
+ 1.35%
$24.04 - $27.04 $11.5K - $12.9K
35.8K $947K
OMF
One Main Holdings, Inc.

Financial Services
1.2K
+ 16.69%
$55.61 - $62.61 $66.6K - $75K
8.38K $473K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
301
+ 11.79%
$133.48 - $144.38 $40.2K - $43.5K
2.85K $406K
DDD
3 D Systems Corp

Technology
18.1K
+ 229.83%
$1.56 - $3.11 $28.3K - $56.4K
26K $75K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
2.84K
+ 2.44%
$10.18 - $10.96 $28.9K - $31.1K
119K $1.29M
ENVX
Enovix Corp

Industrials
7.33K
+ 25.06%
$8.0 - $15.93 $58.7K - $117K
36.6K $364K
MARA
Marathon Digital Holdings, Inc.

Financial Services
2.74K
+ 42.03%
N/A
9.24K $208K
PCEF
Invesco Cef Income Composite E

ETFs
2.16K
+ 5.56%
$19.5 - $20.24 $42.1K - $43.7K
41K $818K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
181
+ 0.63%
$116.29 - $120.92 $21K - $21.9K
28.9K $3.46M
SMTC
Semtech Corp

Technology
790
+ 1215.38%
$42.59 - $71.45 $33.6K - $56.4K
855 $61K
BLOK
Amplify ETF Tr Trnsformational

ETFs
865
+ 1572.73%
$56.05 - $67.13 $48.5K - $58.1K
920 $61K
EPI
Wisdomtree Tr India Earnings F

ETFs
2.57K
+ 15.06%
$43.79 - $47.63 $112K - $122K
19.6K $867K
NJR
New Jersey Resources Corp

Utilities
298
+ 2.34%
$45.05 - $48.15 $13.4K - $14.3K
13K $626K
QDF
Flexshares Quality Dividend In

ETFs
240
+ 3.96%
$73.48 - $79.4 $17.6K - $19.1K
6.3K $499K
PEGA
Pegasystems Inc

Technology
189
+ 1.4%
$49.75 - $60.39 $9.4K - $11.4K
13.7K $784K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.37K
+ 1.11%
$28.38 - $29.05 $39K - $39.9K
125K $3.61M
BB
Blackberry LTD

Technology
11.2K
+ 2349.06%
$3.58 - $5.0 $40.1K - $56K
11.7K $57K
RPM
Rpm International Inc

Basic Materials
202
+ 5.09%
$110.07 - $128.23 $22.2K - $25.9K
4.17K $491K
PB
Prosperity Bancshares Inc

Financial Services
1.24K
+ 16.74%
$65.12 - $74.71 $80.4K - $92.3K
8.61K $571K
ROAD
Construction Partners, Inc.

Industrials
318
+ 56.38%
$93.43 - $136.74 $29.7K - $43.5K
882 $112K
FTEK
Fuel Tech, Inc.

Industrials
17.6K
+ 35206.0%
$2.48 - $3.63 $43.7K - $63.9K
17.7K $53K
GPN
Global Payments Inc

Industrials
288
+ 3.0%
$77.61 - $90.01 $22.4K - $25.9K
9.89K $821K
PAUG
Innovator U.S. Equity Power Bu

ETFs
276
+ 1.35%
$40.45 - $42.49 $11.2K - $11.7K
20.8K $881K
IYJ
Ishares Tr

ETFs
198
+ 3.0%
$142.42 - $148.18 $28.2K - $29.3K
6.8K $992K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
1
+ 0.0%
$35.99 - $38.74 $36 - $38.7
20K $775K
VDC
Vanguard Consumer Staples ETF

ETFs
535
+ 4.58%
$212.64 - $225.25 $114K - $121K
12.2K $2.61M
ATLO
Ames National Corp

Financial Services
11
+ 0.05%
$17.9 - $20.71 $197 - $228
20.6K $418K
BEN
Franklin Resources Inc

Financial Services
2.62K
+ 21.37%
$23.13 - $26.03 $60.7K - $68.3K
14.9K $344K
AOK
Ishares Tr Core Conservative A

ETFs
1.23K
+ 59.9%
$38.64 - $40.17 $47.3K - $49.2K
3.27K $131K
MC
Moelis & CO

Financial Services
704
+ 355.56%
$64.0 - $77.75 $45.1K - $54.7K
902 $64K
EUSB
Ishares Tr Esg Advanced Total

Technology
870
+ 2.48%
$42.97 - $44.2 $37.4K - $38.5K
36K $1.58M
RRBI
Red River Bancshares Inc

Financial Services
296
+ 5.78%
$58.77 - $67.87 $17.4K - $20.1K
5.42K $351K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
559
+ 5.47%
$50.02 - $53.28 $28K - $29.8K
10.8K $563K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
638
+ 19.02%
$86.67 - $100.17 $55.3K - $63.9K
3.99K $360K
GIFI
Gulf Island Fabrication Inc

Industrials
5.76K
+ 26.83%
$6.65 - $7.65 $38.3K - $44.1K
27.2K $192K
HYHG
Proshares High Yield Interest

ETFs
760
+ 68.41%
$64.04 - $65.34 $48.7K - $49.7K
1.87K $121K
ICSH
Blackrock Ultra Short Term Bon

ETFs
943
+ 2.89%
$50.52 - $50.75 $47.6K - $47.9K
33.6K $1.7M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
406
+ 0.5%
$13.77 - $14.45 $5.59K - $5.87K
81.8K $1.18M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.41K
+ 2.37%
$30.02 - $30.29 $42.4K - $42.8K
61K $1.85M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
547
+ 0.77%
$28.95 - $29.73 $15.8K - $16.3K
71.4K $2.12M
DG
Dollar General Corp

Consumer Defensive
1.61K
+ 15.08%
$101.86 - $116.32 $164K - $187K
12.3K $1.27M
DSL
Double Line Income Solutions Fund

Financial Services
3.33K
+ 1.88%
$11.99 - $12.67 $39.9K - $42.1K
180K $2.21M
FVAL
Fidelity Covington Tr Value Fa

ETFs
136
+ 1.75%
$63.74 - $69.18 $8.67K - $9.41K
7.91K $544K
TECK
Teck Resources LTD

Basic Materials
452
+ 5.52%
$31.27 - $44.1 $14.1K - $19.9K
8.64K $378K
KAI
Kadant Inc

Industrials
277
+ 15.69%
$297.58 - $358.61 $82.4K - $99.3K
2.04K $607K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.46K
+ 1.42%
N/A
105K $3.3M
JHCB
John Hancock Corporate Bond Et
2.11K
+ 140.33%
$21.19 - $21.92 $44.6K - $46.1K
3.61K $78K
SBR
Sabine Royalty Trust

Energy
500
+ 92.59%
$65.49 - $82.12 $32.7K - $41.1K
1.04K $82K
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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