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
BCAT
Black Rock Capital Allocation Trust

ETFs
724
+ 4.71%
$14.56 - $15.29 $10.5K - $11.1K
16.1K $238K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
29
+ 0.21%
$1.02 - $1.58 $29.6 - $45.8
14K $22K
HGER
Harbor ETF Tr All Weather Infl
228
+ 54.29%
$24.26 - $25.91 $5.53K - $5.91K
648 $16K
HY
Hyster Yale Materials Handling, Inc.

Industrials
235
+ 23.48%
$35.77 - $43.8 $8.41K - $10.3K
1.24K $45K
AGZ
Ishares Agency Bond ETF

ETFs
20
+ 0.35%
$108.74 - $110.41 $2.17K - $2.21K
5.77K $636K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
66
+ 18.91%
$59.11 - $67.35 $3.9K - $4.45K
415 $27K
SPH
Suburban Propane Partners LP

Utilities
283
+ 5.85%
$17.47 - $19.0 $4.94K - $5.38K
5.12K $95K
USCB
Uscb Financial Holdings, Inc.

Financial Services
279
+ 35.63%
$16.08 - $18.51 $4.49K - $5.16K
1.06K $18K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
4
+ 0.03%
$23.6 - $24.47 $94.4 - $97.9
14.3K $350K
AMPL
Amplitude, Inc.

Technology
506
+ 202.4%
$10.72 - $13.29 $5.42K - $6.72K
756 $8K
EGHT
8 X8 Inc

Technology
979
+ 6.21%
$1.75 - $2.31 $1.71K - $2.26K
16.7K $35K
FMNB
Farmers National Banc Corp

Financial Services
23
+ 0.34%
$13.19 - $15.3 $303 - $352
6.84K $98K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
37
+ 0.68%
$4.36 - $5.16 $161 - $191
5.5K $28K
GNL
Global Net Lease, Inc.

Real Estate
144
+ 2.6%
$6.85 - $8.33 $986 - $1.2K
5.69K $46K
JXI
Ishares Tr Global Utils ETF

ETFs
33
+ 6.33%
$73.06 - $77.66 $2.41K - $2.56K
554 $43K
WTFC
Wintrust Financial Corp

Financial Services
2
+ 0.34%
$122.55 - $139.81 $245 - $280
588 $77K
WDS
Woodside Energy Group LTD

Energy
457
+ 10.96%
$15.05 - $17.66 $6.88K - $8.07K
4.63K $69K
CTA
Simplify Exch Traded Fds Simpl

ETFs
115
+ 26.2%
$26.46 - $28.43 $3.04K - $3.27K
554 $15K
ERC
Allspring Multi Sector Income Fund

Financial Services
200
+ 0.84%
$9.18 - $9.7 $1.84K - $1.94K
24.1K $229K
BZUN
Baozun Inc.

Consumer Cyclical
1.08K
+ 720.67%
$2.56 - $4.77 $2.77K - $5.16K
1.23K $4K
BCE
Bce Inc

Communication Services
30
+ 1.42%
$22.63 - $25.74 $679 - $772
2.14K $50K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
7
+ 0.06%
$5.71 - $6.25 $40 - $43.8
12.6K $78K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
156
+ 1.55%
$14.1 - $15.94 $2.2K - $2.49K
10.2K $145K
UAN
Cvr Partners, LP

Basic Materials
41
+ 10.88%
$85.4 - $97.16 $3.5K - $3.98K
418 $37K
E
Eni Spa

Energy
119
+ 233.33%
$32.55 - $35.93 $3.87K - $4.28K
170 $5K
ELAN
Elanco Animal Health Inc

Healthcare
109
+ 30.28%
$13.68 - $20.14 $1.49K - $2.2K
469 $9K
NLOK
Norton Life Lock Inc.

Technology
193
+ 12.35%
N/A
1.76K $37K
PID
Invesco Exchange Traded Fd Tr

ETFs
215
+ 0.32%
N/A
67.8K $1.21M
SMIN
Ishares Msci India Small Cap I

ETFs
75
+ 22.46%
$71.7 - $78.29 $5.38K - $5.87K
409 $29K
BBAX
J P Morgan Betabuilders Develo

ETFs
58
+ 23.11%
$53.96 - $58.06 $3.13K - $3.37K
309 $17K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
6
+ 0.05%
$9.6 - $10.5 $57.6 - $63
13K $135K
OTIS
Otis Worldwide Corp

Industrials
892
+ 8.73%
$84.93 - $101.07 $75.8K - $90.2K
11.1K $1.02M
UGA
United States Gasoline Fund, LP

ETFs
60
+ 60.0%
$61.18 - $66.21 $3.67K - $3.97K
160 $10K
RAAX
Vaneck ETF Trust Inflation All

ETFs
100
+ 48.08%
$31.5 - $34.46 $3.15K - $3.45K
308 $10K
BST
Black Rock Science & Technology Trust

Financial Services
11
+ 1.34%
$38.01 - $41.55 $418 - $457
831 $34K
NRP
Natural Resource Partners LP

Energy
2
+ 0.75%
$95.21 - $105.0 $190 - $210
268 $28K
OZK
Bank Ozk

Financial Services
4
+ 0.64%
$47.4 - $53.14 $190 - $213
630 $32K
CRF
Cornerstone Total Return Fund Inc

Financial Services
186
+ 3.59%
$7.69 - $8.04 $1.43K - $1.5K
5.37K $43K
DFIP
Dimensional ETF Tr Inflation P

ETFs
54
+ 6.03%
$41.6 - $42.66 $2.25K - $2.3K
949 $40K
EPR
Epr Properties

Real Estate
55
+ 13.75%
$52.58 - $61.21 $2.89K - $3.37K
455 $26K
GBCI
Glacier Bancorp, Inc.

Financial Services
1
+ 0.19%
$42.86 - $50.13 $42.9 - $50.1
532 $25K
GMED
Globus Medical Inc

Healthcare
275
+ 3.82%
$51.89 - $62.79 $14.3K - $17.3K
7.48K $428K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
310
+ 6.7%
$1.7 - $3.97 $527 - $1.23K
4.94K $10K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
66
+ 13.89%
$35.87 - $41.08 $2.37K - $2.71K
541 $21K
SLRC
Slr Investment Corp.

Financial Services
5.68K
+ 5.71%
$15.27 - $16.8 $86.7K - $95.4K
105K $1.61M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
53
+ 0.52%
$18.19 - $18.58 $964 - $985
10.2K $188K
TGNA
Tegna Inc

Communication Services
3
+ 0.36%
$15.04 - $21.28 $45.1 - $63.8
844 $17K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
50
+ 0.28%
$25.39 - $25.57 $1.27K - $1.28K
18.1K $461K
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
176
+ 2.58%
$4.41 - $4.71 $776 - $829
7K $32K
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email