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
DIVB
Ishares Tr U S Divid & Buyback

ETFs
195
+ 24.25%
$49.55 - $52.25 $9.66K - $10.2K
999 $52K
ITUB
Itau Unibanco Holding S.A.

Financial Services
801
+ 6.97%
$6.18 - $7.41 $4.95K - $5.94K
12.3K $90K
DGX
Quest Diagnostics Inc

Healthcare
87
+ 0.66%
N/A
13.2K $1.81M
RAVE
Rave Restaurant Group, Inc.

Consumer Cyclical
1K
+ 6.67%
$2.66 - $3.64 $2.66K - $3.64K
16K $53K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
250
+ 2500.0%
$40.76 - $47.94 $10.2K - $12K
260 $12K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
558
+ 1.11%
N/A
50.9K $1.03M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
370
+ 3.98%
$49.34 - $53.96 $18.3K - $20K
9.68K $506K
KD
Kyndryl Holdings, Inc.

Technology
1.29K
+ 56.14%
$28.94 - $43.41 $37.4K - $56.1K
3.6K $107K
NBR
Nabors Industries LTD

Energy
60
+ 9.22%
$29.58 - $42.5 $1.77K - $2.55K
711 $29K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
216
+ 2.14%
$10.73 - $12.0 $2.32K - $2.59K
10.3K $123K
HISF
First Tr Exc Traded Fd Iv High

ETFs
29
+ 0.14%
$44.31 - $45.51 $1.28K - $1.32K
20.6K $928K
IR
Ingersoll Rand Inc.

Industrials
163
+ 2.66%
$74.98 - $89.02 $12.2K - $14.5K
6.3K $520K
KSS
Kohls Corp

Consumer Cyclical
2
+ 0.14%
$9.02 - $17.38 $18 - $34.8
1.39K $21K
LFT
Lument Finance Trust, Inc.

Real Estate
5.97K
+ 49.64%
$2.02 - $2.41 $12.1K - $14.4K
18K $36K
RIOT
Riot Blockchain, Inc.

Technology
296
+ 55.85%
$11.03 - $19.78 $3.26K - $5.85K
826 $15K
NRZ
New Residential Investment Corp.

Real Estate
1.35K
+ 5.41%
N/A
26.3K $190K
UNM
Unum Group

Financial Services
341
+ 6.27%
$68.55 - $82.12 $23.4K - $28K
5.78K $449K
VLY
Valley National Bancorp

Financial Services
63
+ 1.18%
$9.18 - $11.1 $578 - $699
5.42K $57K
ATR
Aptargroup, Inc.

Healthcare
276
+ 22.59%
$130.82 - $161.82 $36.1K - $44.7K
1.5K $200K
BRC
Brady Corp

Industrials
2
+ 0.23%
$67.86 - $82.75 $136 - $166
881 $68K
CNI
Canadian National Railway CO

Industrials
934
+ 11.45%
$92.01 - $106.6 $85.9K - $99.6K
9.09K $857K
CMT
Core Molding Technologies Inc

Basic Materials
254
+ 28.86%
$16.5 - $21.92 $4.19K - $5.57K
1.13K $23K
DOCN
Digital Ocean Holdings, Inc.

Technology
232
+ 362.5%
$25.74 - $37.71 $5.97K - $8.75K
296 $10K
DFSD
Dimensional ETF Tr Short Durat

ETFs
184
+ 5.42%
$47.86 - $48.43 $8.81K - $8.91K
3.58K $172K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
97
+ 5.03%
$24.02 - $27.91 $2.33K - $2.71K
2.03K $56K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
101
+ 1.76%
$54.5 - $56.26 $5.5K - $5.68K
5.83K $324K
LCNB
Lcnb Corp

Financial Services
106
+ 0.75%
$14.2 - $16.35 $1.51K - $1.73K
14.2K $213K
MSB
Mesabi Trust

Basic Materials
9
+ 0.56%
$23.53 - $32.39 $212 - $292
1.62K $47K
PWB
Invesco Exchange Traded Fd Tr

ETFs
52
+ 20.16%
$115.87 - $125.42 $6.03K - $6.52K
310 $38K
BLW
Blackrock LTD Duration Income Trust

Financial Services
1.15K
+ 2.5%
$14.0 - $14.26 $16K - $16.3K
46.9K $656K
CRTO
Criteo S.A.

Communication Services
346
+ 1384.0%
$21.86 - $24.92 $7.56K - $8.62K
371 $8K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
366
+ 6.99%
$20.64 - $21.54 $7.55K - $7.88K
5.6K $117K
GUNR
Flexshares Tr Morningstar Glob

ETFs
21
+ 1.05%
$40.15 - $43.86 $843 - $921
2.02K $88K
GPS
Gap Inc

Consumer Cyclical
393
+ 15.39%
N/A
2.95K $59K
IGF
Ishares Global Infrastructure

ETFs
78
+ 5.15%
$58.29 - $61.43 $4.55K - $4.79K
1.59K $97K
PIPR
Piper Sandler Companies

Financial Services
1
+ 1.0%
$284.8 - $369.4 $285 - $369
101 $35K
CADE
Cadence Bank

Financial Services
178
+ 247.22%
$33.44 - $38.12 $5.95K - $6.79K
250 $9K
CENX
Century Aluminum CO

Basic Materials
203
+ 178.07%
$18.1 - $29.4 $3.67K - $5.97K
317 $9K
DBL
Double Line Opportunistic Credit Fund

Financial Services
300
+ 1.12%
$15.1 - $15.88 $4.53K - $4.76K
27K $418K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
80
+ 7.54%
$53.93 - $57.58 $4.31K - $4.61K
1.14K $64K
GTX
Garrett Motion Inc.

Consumer Cyclical
186
+ 14.42%
$10.72 - $13.99 $1.99K - $2.6K
1.48K $20K
IBHE
Ishares Ibonds 2025 Term High

ETFs
377
+ 1.17%
$23.14 - $23.23 $8.72K - $8.76K
32.6K $756K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
6
+ 0.3%
$79.58 - $83.45 $477 - $501
2.01K $166K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
1.03K
+ 4.72%
$5.28 - $5.81 $5.46K - $6.01K
22.9K $126K
RGA
Reinsurance Group Of America Inc

Financial Services
40
+ 93.02%
$177.1 - $199.23 $7.08K - $7.97K
83 $15K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
1.1K
+ 5.91%
$11.93 - $12.5 $13.1K - $13.8K
19.7K $235K
SSNC
Ss&C Technologies Holdings Inc

Technology
71
+ 131.48%
$81.85 - $90.2 $5.81K - $6.4K
125 $11K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
206
+ 1.63%
$20.71 - $22.29 $4.27K - $4.59K
12.8K $275K
APT
Alpha Pro Tech LTD

Industrials
1.02K
+ 6.42%
$4.56 - $4.95 $4.63K - $5.02K
16.8K $80K
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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