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
ONEV
Spdr Russell 1000 Low Volatili

ETFs
6.14K
+ 227.41%
$128.17 - $135.14 $787K - $830K
8.84K $1.18M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
12.8K
+ 2.68%
$43.36 - $44.8 $556K - $575K
492K $21.9M
HPQ
Hp Inc

Technology
9.3K
+ 4.51%
$24.45 - $29.35 $227K - $273K
215K $5.86M
NGD
New Gold Inc.

Basic Materials
40
+ 0.01%
$4.13 - $7.18 $165 - $287
370K $2.65M
BR
Broadridge Financial Solutions, Inc.

Technology
3.91K
+ 16.97%
$233.75 - $266.89 $913K - $1.04M
26.9K $6.41M
RF
Regions Financial Corp

Financial Services
7.64K
+ 3.59%
$24.03 - $27.41 $183K - $209K
220K $5.81M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.42K
+ 5.14%
$67.1 - $74.29 $297K - $328K
90.4K $6.65M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
25.9K
+ 63.9%
N/A
66.5K $2.05M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
22.9K
+ 277.75%
$30.62 - $52.91 $702K - $1.21M
31.2K $1.2M
IBMO
Ishares Tr Ibonds December 202

ETFs
30.1K
+ 4.89%
$25.58 - $25.72 $769K - $773K
645K $16.6M
HLI
Houlihan Lokey, Inc.

Financial Services
226
+ 0.77%
$181.55 - $209.19 $41K - $47.3K
29.6K $6.07M
KR
Kroger CO

Consumer Defensive
17.9K
+ 18.36%
$64.52 - $74.35 $1.15M - $1.33M
115K $7.76M
AIQ
Global X Funds Global X Artifi

ETFs
12.4K
+ 41.26%
$43.2 - $49.66 $535K - $615K
42.4K $2.09M
ZG
Zillow Group, Inc.

Communication Services
10.5K
+ 3500.0%
$68.95 - $86.76 $724K - $911K
10.8K $803K
THW
Tekla World Healthcare Fund

Financial Services
59K
+ 404.63%
$10.16 - $12.6 $599K - $743K
73.6K $926K
JEF
Jefferies Financial Group Inc.

Financial Services
7.61K
+ 29.28%
$54.67 - $70.36 $416K - $535K
33.6K $2.2M
RELX
Relx PLC

Communication Services
21.3K
+ 58.58%
$45.13 - $54.19 $960K - $1.15M
57.6K $2.75M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.8K
+ 24.92%
$30.13 - $33.37 $505K - $559K
84K $2.8M
ASTS
Ast Space Mobile, Inc.

Communication Services
11.9K
+ 14.96%
$36.91 - $60.06 $438K - $712K
91.1K $4.47M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12K
+ 8.56%
$52.55 - $54.37 $631K - $653K
152K $8.24M
EEM
Ishares Msci Emerging Markets

ETFs
5.31K
+ 5.75%
$48.07 - $53.4 $255K - $284K
97.6K $5.21M
OMC
Omnicom Group Inc.

Communication Services
4.1K
+ 9.35%
$70.41 - $81.53 $289K - $334K
48K $3.91M
GRAB
Grab Holdings LTD

Technology
114K
+ 169.66%
$4.77 - $6.45 $544K - $736K
181K $1.09M
URI
United Rentals, Inc.

Industrials
256
+ 10.36%
$774.14 - $975.23 $198K - $250K
2.73K $2.6M
RYAAY
Ryanair Holdings PLC

Industrials
11.9K
+ 136.25%
$55.19 - $66.72 $658K - $795K
20.7K $1.24M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.37K
+ 18.68%
$79.52 - $89.63 $427K - $482K
34.1K $3.04M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
67.9K
+ 158.85%
$9.82 - $10.65 $667K - $723K
111K $1.17M
WBS
Webster Financial Corp

Financial Services
12.3K
+ 1078.17%
$55.19 - $62.92 $681K - $777K
13.5K $801K
EWBC
East West Bancorp Inc

Financial Services
5.3K
+ 16.73%
$97.41 - $109.7 $517K - $582K
37K $3.94M
HOLX
Hologic Inc

Healthcare
10.9K
+ 7471.23%
$63.26 - $68.98 $690K - $752K
11.1K $746K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.76K
+ 6.78%
$185.88 - $207.44 $327K - $365K
27.7K $5.56M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.54K
+ 5.65%
$87.05 - $93.19 $395K - $423K
84.8K $7.89M
EDOW
First Tr Exchange Traded Fd

ETFs
10.4K
+ 5.5%
$37.96 - $39.95 $396K - $417K
200K $8M
NTES
Net Ease, Inc.

Communication Services
3.98K
+ 59.08%
$127.31 - $159.34 $507K - $634K
10.7K $1.63M
SF
Stifel Financial Corp

Financial Services
6.13K
+ 256.08%
$105.26 - $116.4 $646K - $714K
8.53K $967K
EQAL
Invesco ETF

ETFs
13.8K
+ 3232.39%
$49.29 - $52.39 $679K - $721K
14.2K $738K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.71K
+ 2.34%
$87.29 - $93.61 $236K - $254K
119K $11.1M
HRB
H&R Block Inc

Consumer Cyclical
16.9K
+ 48.09%
$49.28 - $56.76 $833K - $960K
52.1K $2.63M
BDX
Becton Dickinson & CO

Healthcare
1.87K
+ 7.96%
$172.41 - $199.66 $322K - $373K
25.4K $4.75M
CAH
Cardinal Health Inc

Healthcare
5.44K
+ 39.16%
$146.04 - $167.63 $794K - $911K
19.3K $3.03M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.32K
+ 129.24%
$79.39 - $90.39 $581K - $661K
13K $1.15M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
10.3K
+ 59.87%
$84.43 - $97.93 $867K - $1.01M
27.4K $2.33M
QBTS
D Wave Quantum Inc.

Technology
10.9K
+ 25.74%
$14.81 - $27.72 $162K - $302K
53.3K $1.32M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
8.71K
+ 68.05%
$72.91 - $77.23 $635K - $672K
21.5K $1.64M
LEU
Centrus Energy Corp

Energy
2.06K
+ 523.41%
$166.58 - $315.62 $343K - $649K
2.45K $759K
CTSH
Cognizant Technology Solutions Corp

Technology
11.3K
+ 176.89%
$66.67 - $80.98 $753K - $915K
17.7K $1.19M
OXY
Occidental Petroleum Corp

Energy
7.92K
+ 13.45%
$42.54 - $48.1 $337K - $381K
66.8K $3.16M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
30.2K
+ 577.78%
$22.25 - $22.65 $672K - $684K
35.4K $796K
VMC
Vulcan Materials CO

Basic Materials
1.44K
+ 29.09%
$260.62 - $307.62 $375K - $443K
6.39K $1.96M
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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