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
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
642
+ 3.29%
$16.64 - $17.8 $10.7K - $11.4K
20.2K $348K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
175
+ 28.0%
$123.13 - $140.8 $21.5K - $24.6K
800 $102K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
199
+ 2.65%
$47.07 - $50.11 $9.37K - $9.97K
7.72K $384K
SPOT
Spotify Technology S.A.

Communication Services
1.29K
+ 10.16%
$620.01 - $738.53 $797K - $949K
13.9K $9.73M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
162
+ 0.59%
$28.42 - $30.45 $4.6K - $4.93K
27.7K $814K
CGO
Calamos Global Total Return Fund

Financial Services
1.1K
+ 6.79%
$11.48 - $12.33 $12.6K - $13.6K
17.3K $208K
CPB
Campbell Soup CO

Consumer Defensive
590
+ 2458.33%
$30.41 - $34.03 $17.9K - $20.1K
614 $19K
ENTG
Entegris Inc

Technology
42
+ 3.22%
$72.03 - $95.97 $3.03K - $4.03K
1.35K $124K
SMHI
Seacor Marine Holdings Inc.

Industrials
2.88K
+ 2263.78%
$4.81 - $7.23 $13.8K - $20.8K
3K $19K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
2.64K
+ 3.12%
$6.47 - $6.7 $17.1K - $17.7K
87.3K $572K
LYG
Lloyds Banking Group PLC

Financial Services
2.82K
+ 14.72%
$4.03 - $4.63 $11.4K - $13.1K
22K $99K
VLT
Invesco High Income Trust Ii

Financial Services
300
+ 0.63%
$10.88 - $11.43 $3.26K - $3.43K
48.2K $540K
NTR
Nutrien Ltd.

Basic Materials
236
+ 3.27%
$55.69 - $62.11 $13.1K - $14.7K
7.46K $437K
REKR
Rekor Systems, Inc.

Technology
3.31K
+ 10.33%
$1.05 - $1.89 $3.48K - $6.26K
35.4K $54K
WTI
W&T Offshore Inc

Energy
6.52K
+ 21.68%
$1.65 - $2.06 $10.8K - $13.4K
36.6K $66K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.1K
+ 3.82%
$10.81 - $11.15 $11.9K - $12.3K
29.9K $330K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
50
+ 9.33%
$156.24 - $190.88 $7.81K - $9.54K
586 $97K
THFF
First Financial Corp

Financial Services
62
+ 1.15%
$52.44 - $59.93 $3.25K - $3.72K
5.48K $309K
IP
International Paper CO

Consumer Cyclical
690
+ 1.84%
$45.32 - $55.68 $31.3K - $38.4K
38.2K $1.77M
IGRO
Ishares Tr International Divid

ETFs
161
+ 3.92%
$75.97 - $80.24 $12.2K - $12.9K
4.27K $339K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
166
+ 17.1%
$48.04 - $60.86 $7.97K - $10.1K
1.14K $66K
NMAI
Nuveen Multi Asset Income Fund

ETFs
435
+ 1.46%
$12.35 - $13.01 $5.37K - $5.66K
30.2K $392K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
1.31K
+ 4.87%
N/A
28.2K $347K
VRNA
Verona Pharma PLC

Healthcare
50
+ 5.48%
$90.08 - $106.69 $4.5K - $5.33K
962 $102K
FNB
Fnb Corp

Financial Services
2
+ 0.02%
$14.75 - $16.79 $29.5 - $33.6
9.89K $159K
ASX
Ase Technology Holding Co., Ltd.

Technology
460
+ 3.48%
$9.5 - $11.71 $4.37K - $5.39K
13.7K $151K
FEP
First Trust Europe Alphadex Fu

ETFs
225
+ 20.93%
$47.35 - $51.19 $10.7K - $11.5K
1.3K $66K
PAC
Pacific Airport Group

Industrials
32
+ 3.13%
$218.82 - $256.99 $7K - $8.22K
1.05K $249K
SD
Sandridge Energy Inc

Energy
1K
+ 11.11%
$10.0 - $12.1 $10K - $12.1K
10K $112K
TTC
Toro CO

Industrials
123
+ 11.11%
$72.64 - $82.54 $8.93K - $10.2K
1.23K $93K
UPLD
Upland Software, Inc.

Technology
4.25K
+ 34.95%
$1.84 - $2.96 $7.82K - $12.6K
16.4K $38K
WWW
Wolverine World Wide Inc

Consumer Cyclical
215
+ 21.5%
$18.93 - $32.4 $4.07K - $6.97K
1.22K $33K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
215
+ 59.72%
$51.33 - $58.15 $11K - $12.5K
575 $32K
SAM
Boston Beer CO Inc

Consumer Defensive
66
+ 3300.0%
$191.38 - $226.97 $12.6K - $15K
68 $14K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
304
+ 2.31%
$20.04 - $21.12 $6.09K - $6.42K
13.5K $279K
GNTX
Gentex Corp

Consumer Cyclical
174
+ 12.37%
$22.66 - $29.06 $3.94K - $5.06K
1.58K $44K
HL
Hecla Mining CO

Basic Materials
200
+ 9.92%
$5.59 - $12.1 $1.12K - $2.42K
2.22K $26K
INFA
Informatica Inc.

Technology
583
+ 335.06%
$24.21 - $24.95 $14.1K - $14.5K
757 $18K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
790
+ 2.62%
$15.18 - $15.87 $12K - $12.5K
31K $481K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
4.46K
+ 5.98%
$5.21 - $5.57 $23.2K - $24.8K
79.1K $416K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
268
+ 0.32%
$9.99 - $10.91 $2.68K - $2.92K
85.2K $925K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
82
+ 0.45%
$10.68 - $11.59 $876 - $950
18.5K $214K
DOCU
Docusign, Inc.

Technology
915
+ 10.03%
$67.14 - $85.01 $61.4K - $77.8K
10K $723K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
330
+ 2.61%
$26.51 - $27.85 $8.75K - $9.19K
13K $357K
MKL
Markel Corp

Financial Services
20
+ 6.83%
$1898.34 - $2031.8 $38K - $40.6K
313 $598K
CDXC
Chroma Dex Corp.

Healthcare
2.26K
+ 11.46%
N/A
22K $134K
FCFS
First Cash Holdings, Inc.

Financial Services
1
+ 0.2%
$120.08 - $158.42 $120 - $158
494 $78K
DRIV
Global X Fds Global X Autonomo

ETFs
5
+ 0.21%
$23.34 - $28.35 $117 - $142
2.43K $68K
ISTR
Investar Holding Corp

Financial Services
6
+ 0.18%
$19.6 - $23.61 $118 - $142
3.39K $77K
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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