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
AOS
Smith A O Corp

Industrials
117
+ 2.43%
$67.24 - $74.3 $7.87K - $8.69K
4.93K $361K
STRT
Strattec Security Corp

Consumer Cyclical
207
+ 3.8%
$60.32 - $81.76 $12.5K - $16.9K
5.65K $384K
LIT
Global X Fds Global X Lithium

ETFs
123
+ 6.03%
$38.41 - $56.85 $4.72K - $6.99K
2.16K $123K
IAI
Ishares Tr Us Broker Dealers &

ETFs
40
+ 0.82%
$168.93 - $178.7 $6.76K - $7.15K
4.94K $873K
K
Kellogg CO

Consumer Defensive
290
+ 3.57%
$76.96 - $82.02 $22.3K - $23.8K
8.42K $690K
STEW
Boulder Growth & Income Fund

Financial Services
616
+ 0.89%
$17.4 - $18.57 $10.7K - $11.4K
69.7K $1.27M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
963
+ 1.9%
$14.12 - $14.91 $13.6K - $14.4K
51.6K $768K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.05K
+ 16.82%
$32.62 - $34.4 $34.3K - $36.2K
7.3K $250K
HRI
Herc Holdings Inc

Industrials
371
+ 628.81%
$110.5 - $149.88 $41K - $55.6K
430 $50K
LYV
Live Nation Entertainment, Inc.

Communication Services
99
+ 4.48%
$143.56 - $174.06 $14.2K - $17.2K
2.31K $376K
L
Loews Corp

Financial Services
58
+ 1.44%
$89.82 - $100.39 $5.21K - $5.82K
4.09K $410K
TGTX
Tg Therapeutics, Inc.

Healthcare
1.09K
+ 14.41%
$26.39 - $39.19 $28.9K - $42.9K
8.69K $313K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
1.39K
+ 2.05%
$8.57 - $9.09 $11.9K - $12.7K
69.2K $626K
LVHI
Franklin International Low Vol

ETFs
1.01K
+ 39.69%
$32.69 - $35.19 $33.1K - $35.6K
3.56K $123K
HPI
John Hancock Preferred Income Fund

Financial Services
742
+ 3.69%
$15.81 - $17.35 $11.7K - $12.9K
20.9K $361K
TLRY
Tilray Brands, Inc.

Healthcare
8.1K
+ 41.15%
$0.42 - $1.85 $3.4K - $15K
27.8K $48K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
5.84K
+ 6.06%
$12.11 - $12.64 $70.7K - $73.8K
102K $1.26M
OSK
Oshkosh Corp

Industrials
50
+ 2.55%
$118.16 - $143.44 $5.91K - $7.17K
2.01K $260K
SNV
Synovus Financial Corp

Financial Services
1.52K
+ 11.11%
$46.55 - $59.6 $70.9K - $90.8K
15.2K $748K
VOYA
Voya Financial, Inc.

Financial Services
18
+ 0.18%
$67.31 - $77.62 $1.21K - $1.4K
9.85K $736K
SELF
Global Self Storage, Inc.

Real Estate
8.5K
+ 54.49%
$5.0 - $5.45 $42.5K - $46.3K
24.1K $120K
PINS
Pinterest, Inc.

Communication Services
7.94K
+ 13.42%
$32.17 - $39.17 $255K - $311K
67.1K $2.16M
ROL
Rollins Inc

Consumer Cyclical
373
+ 5.55%
$55.05 - $58.74 $20.5K - $21.9K
7.09K $416K
GMAB
Genmab A/S

Healthcare
1.14K
+ 1229.03%
$20.3 - $30.67 $23.2K - $35.1K
1.24K $37K
MPW
Medical Properties Trust Inc

Real Estate
3.46K
+ 14.41%
$3.98 - $5.13 $13.8K - $17.8K
27.5K $139K
PFN
Pimco Income Strategy Fund Ii

Financial Services
2.83K
+ 3.74%
$7.37 - $7.67 $20.8K - $21.7K
78.4K $594K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
790
+ 576.64%
$36.33 - $46.04 $28.7K - $36.4K
927 $41K
HNI
Hni Corp

Industrials
760
+ 316.67%
$43.18 - $52.5 $32.8K - $39.9K
1K $46K
IOSP
Innospec Inc.

Basic Materials
860
+ 19.1%
$77.06 - $89.32 $66.3K - $76.8K
5.36K $413K
RYN
Rayonier Inc

Real Estate
764
+ 22.52%
$22.68 - $27.11 $17.3K - $20.7K
4.16K $110K
SSL
Sasol LTD

Basic Materials
225
+ 1.2%
$4.6 - $7.15 $1.04K - $1.61K
19K $118K
STAG
Stag Industrial, Inc.

Real Estate
1.3K
+ 12.52%
$34.28 - $36.97 $44.6K - $48.1K
11.7K $412K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
3
+ 0.02%
$36.37 - $38.37 $109 - $115
17.3K $665K
IWL
Ishares Tr Russell 200 ETF

ETFs
190
+ 93.14%
$152.78 - $166.59 $29K - $31.7K
394 $65K
PECO
Phillips Edison & Company, Inc.

Real Estate
2.15K
+ 3.84%
$33.04 - $36.15 $71K - $77.7K
58.1K $1.99M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
868
+ 0.94%
$10.01 - $10.55 $8.69K - $9.16K
93.2K $962K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
1.53K
+ 12.25%
$20.0 - $20.97 $30.6K - $32.1K
14K $290K
MAA
Mid America Apartment Communities Inc.

Real Estate
528
+ 10.49%
$138.38 - $153.2 $73.1K - $80.9K
5.56K $777K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
250
+ 2.61%
$33.05 - $35.83 $8.26K - $8.96K
9.84K $351K
ZBRA
Zebra Technologies Corp

Technology
154
+ 13.54%
$296.92 - $341.36 $45.7K - $52.6K
1.29K $383K
AMAX
Starboard Invt Tr Rh Hedged Mu
2.38K
+ 6.41%
$7.81 - $8.25 $18.6K - $19.7K
39.6K $324K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
184
+ 0.27%
$15.5 - $16.01 $2.85K - $2.95K
68K $1.08M
EFX
Equifax Inc

Industrials
136
+ 10.23%
$234.03 - $265.73 $31.8K - $36.1K
1.47K $376K
KIO
Kkr Income Opportunities Fund

Financial Services
2.24K
+ 4.71%
$12.34 - $12.82 $27.6K - $28.7K
49.8K $628K
MCR
Mfs Charter Income Trust

Financial Services
3.95K
+ 3.5%
$6.28 - $6.54 $24.8K - $25.8K
117K $748K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.25K
+ 12.46%
$22.45 - $23.2 $28.1K - $29K
11.3K $260K
WRBY
Warby Parker Inc.

Healthcare
850
+ 56.67%
$21.37 - $28.56 $18.2K - $24.3K
2.35K $64K
ILMN
Illumina, Inc.

Healthcare
338
+ 12.36%
$91.69 - $109.88 $31K - $37.1K
3.07K $291K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
619
+ 3.44%
$30.49 - $31.94 $18.9K - $19.8K
18.6K $594K
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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