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
SURG
Surge Pays, Inc.

Technology
13.5K
+ 71.05%
$2.07 - $3.43 $27.9K - $46.3K
32.5K $90K
MEOH
Methanex Corp

Basic Materials
500
+ 33.33%
$32.46 - $39.93 $16.2K - $20K
2K $79K
OIS
Oil States International, Inc

Energy
3.22K
+ 20.47%
$4.88 - $6.33 $15.7K - $20.4K
19K $114K
SWX
Southwest Gas Holdings, Inc.

Utilities
219
+ 7.36%
$72.88 - $79.93 $16K - $17.5K
3.19K $250K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
262
+ 0.17%
$24.11 - $24.94 $6.32K - $6.53K
156K $3.88M
ILF
Ishares Latin America 40 ETF

ETFs
187
+ 2.17%
$24.77 - $28.98 $4.63K - $5.42K
8.82K $254K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
8.59K
+ 5.14%
$8.41 - $8.94 $72.3K - $76.8K
176K $1.53M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
2.21K
+ 15.37%
$11.82 - $12.14 $26.1K - $26.8K
16.6K $200K
CSWI
Csw Industrials, Inc.

Industrials
67
+ 5.39%
$289.31 - $293.0 $19.4K - $19.6K
1.31K $383K
IJUL
Innovator Etfs Tr

ETFs
630
+ 8.22%
$31.5 - $32.72 $19.8K - $20.6K
8.3K $271K
KCE
Spdr S&P Capital Markets ETF

ETFs
71
+ 3.38%
$145.94 - $157.83 $10.4K - $11.2K
2.17K $331K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.97K
+ 2.28%
$10.48 - $10.64 $20.7K - $21K
88.5K $939K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
591
+ 2.73%
$21.84 - $22.63 $12.9K - $13.4K
22.2K $499K
QDIV
Global X Funds S&P 500 Quality

ETFs
410
+ 4.65%
$33.61 - $35.52 $13.8K - $14.6K
9.23K $324K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.23K
+ 2.47%
$20.84 - $21.03 $25.5K - $25.8K
50.8K $1.06M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
76
+ 0.45%
$23.55 - $24.8 $1.79K - $1.88K
16.9K $418K
KIM
Kimco Realty Corp

Real Estate
274
+ 1.15%
$20.74 - $22.79 $5.68K - $6.24K
24.2K $527K
OLN
Olin Corp

Basic Materials
721
+ 45.01%
$18.23 - $26.93 $13.1K - $19.4K
2.32K $58K
S
Sentinel One, Inc.

Technology
1.69K
+ 38.01%
$15.81 - $19.78 $26.7K - $33.4K
6.13K $107K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
9
+ 0.18%
$44.23 - $49.41 $398 - $445
5.12K $252K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
135
+ 2.92%
$50.79 - $54.95 $6.86K - $7.42K
4.76K $261K
FIDI
Fidelity Covington Tr

ETFs
131
+ 0.7%
$23.22 - $24.85 $3.04K - $3.26K
18.7K $458K
IBP
Installed Building Products, Inc.

Consumer Cyclical
100
+ 5000.0%
$184.09 - $279.47 $18.4K - $27.9K
102 $25K
QUBT
Quantum Computing Inc.

Technology
1.53K
+ 43.51%
$14.33 - $23.27 $21.9K - $35.5K
5.03K $92K
VOD
Vodafone Group Public LTD CO

Communication Services
249
+ 1.06%
$10.67 - $12.06 $2.66K - $3K
23.7K $275K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
163
+ 3.67%
$23.39 - $28.55 $3.81K - $4.65K
4.6K $131K
PAGP
Plains Gp Holdings LP

Energy
6.77K
+ 8.04%
$18.12 - $20.08 $123K - $136K
90.9K $1.66M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
2.7K
+ 6.74%
$8.88 - $9.09 $24K - $24.5K
42.7K $384K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
900
+ 5.54%
$19.19 - $20.37 $17.3K - $18.3K
17.2K $341K
ACT
Enact Holdings, Inc.

Financial Services
120
+ 0.8%
$34.39 - $39.23 $4.13K - $4.71K
15.1K $577K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
200
+ 2.56%
$40.28 - $42.14 $8.06K - $8.43K
8K $337K
FDM
First Trust Dow Jones Select M

ETFs
230
+ 18.81%
$69.04 - $77.89 $15.9K - $17.9K
1.45K $110K
INSW
International Seaways, Inc.

Energy
84
+ 4.18%
$37.03 - $49.12 $3.11K - $4.13K
2.09K $96K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
278
+ 1.58%
$44.82 - $46.28 $12.5K - $12.9K
17.9K $823K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
961
+ 6.37%
$15.52 - $16.28 $14.9K - $15.6K
16.1K $260K
DPZ
Dominos Pizza Inc

Consumer Cyclical
106
+ 8.45%
$422.75 - $485.53 $44.8K - $51.5K
1.36K $587K
FXI
Ishares Tr

ETFs
232
+ 8.08%
$36.18 - $41.62 $8.39K - $9.66K
3.1K $127K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
6
+ 0.4%
$54.83 - $84.09 $329 - $505
1.52K $121K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
1.75K
+ 4.63%
$15.02 - $15.97 $26.3K - $28K
39.6K $612K
PBT
Permian Basin Royalty Trust

Energy
1
+ 0.03%
$12.46 - $18.83 $12.5 - $18.8
3.76K $68K
FDHY
Fidelity Covington Trust High

ETFs
425
+ 69.11%
$48.66 - $49.64 $20.7K - $21.1K
1.04K $51K
AA
Alcoa Corp

Basic Materials
556
+ 91.9%
$28.4 - $33.85 $15.8K - $18.8K
1.16K $38K
BC
Brunswick Corp

Consumer Cyclical
176
+ 15.22%
$56.64 - $66.85 $9.97K - $11.8K
1.33K $84K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
212
+ 3.7%
$44.57 - $46.53 $9.45K - $9.86K
5.94K $276K
PI
Impinj Inc

Technology
35
+ 17.07%
$111.65 - $200.78 $3.91K - $7.03K
240 $43K
LMAT
Lemaitre Vascular Inc

Healthcare
86
+ 2.93%
$79.77 - $100.33 $6.86K - $8.63K
3.02K $264K
RDN
Radian Group Inc

Financial Services
519
+ 5.1%
$32.61 - $37.23 $16.9K - $19.3K
10.7K $387K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
221
+ 62.78%
$84.77 - $103.36 $18.7K - $22.8K
573 $49K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
864
+ 0.58%
$24.45 - $24.58 $21.1K - $21.2K
150K $3.68M
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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