New Edge Advisors, LLC Sells in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-517
- 45.75%
N/A
613 $39K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-988
- 15.09%
$71.75 - $79.74 $70.9K - $78.8K
5.56K $434K
FTC
First Tr Lge Cap Growth

ETFs
-472
- 10.63%
$149.47 - $162.84 $70.5K - $76.9K
3.97K $637K
AON
Aon PLC

Financial Services
-85
- 0.58%
$350.91 - $375.27 $29.8K - $31.9K
14.6K $5.21M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-3.25K
- 11.47%
$40.04 - $45.11 $130K - $146K
25.1K $1.11M
ELMD
Electromed, Inc.

Healthcare
-3.04K
- 16.6%
$18.12 - $26.05 $55.2K - $79.3K
15.3K $370K
GTLB
Gitlab Inc.

Technology
-727
- 8.23%
$38.82 - $50.43 $28.2K - $36.7K
8.1K $365K
TSN
Tyson Foods, Inc.

Consumer Defensive
-530
- 22.44%
$52.3 - $57.69 $27.7K - $30.6K
1.83K $99K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.05K
- 11.72%
$100.63 - $112.27 $105K - $117K
7.88K $870K
ANIX
Anixa Biosciences Inc

Healthcare
-9.55K
- 95.07%
$2.92 - $3.52 $27.9K - $33.6K
495 $1K
IFN
India Fund Inc

Financial Services
-61
- 0.37%
$14.56 - $16.59 $888 - $1.01K
16.6K $243K
III
Information Services Group Inc.

Technology
-10.7K
- 33.69%
$4.2 - $5.97 $44.8K - $63.7K
21K $120K
IBND
Spdr Bloomberg International C

ETFs
-936
- 20.43%
$31.45 - $32.68 $29.4K - $30.6K
3.65K $117K
NJUL
Innovator Growth 100 Power Buf

Technology
-1.28K
- 6.42%
$67.81 - $71.18 $86.5K - $90.8K
18.6K $1.32M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
-3.77K
- 8.0%
$7.32 - $7.67 $27.6K - $28.9K
43.3K $325K
WEN
Wendy'S CO

Consumer Cyclical
-550
- 4.66%
$9.09 - $11.88 $5K - $6.53K
11.3K $103K
ZION
Zions Bancorporation, National Association

Financial Services
-1.76K
- 11.81%
$51.2 - $59.15 $90.1K - $104K
13.1K $742K
UPWK
Upwork, Inc

Industrials
-2.26K
- 99.34%
$11.75 - $20.07 $26.6K - $45.4K
15 $0
DTM
Dt Midstream, Inc.

Energy
-641
- 4.65%
$99.17 - $113.27 $63.6K - $72.6K
13.1K $1.49M
GATX
Gatx Corp

Industrials
-204
- 67.11%
$149.23 - $176.97 $30.4K - $36.1K
100 $17K
STLG
Ishares Factors Us Growth Styl

ETFs
-593
- 30.47%
N/A
1.35K $68K
MRNA
Moderna, Inc.

Healthcare
-65
- 0.42%
$23.51 - $34.67 $1.53K - $2.25K
15.5K $399K
USO
United States Oil Fund, LP

ETFs
-500
- 4.51%
$72.3 - $81.04 $36.2K - $40.5K
10.6K $781K
JHEM
John Hancock Exchange Traded

ETFs
-1K
- 65.79%
$29.05 - $31.71 $29.1K - $31.7K
520 $16K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-630
- 1.64%
$12.8 - $13.71 $8.06K - $8.64K
37.8K $487K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
-2.11K
- 31.75%
$13.53 - $14.11 $28.5K - $29.7K
4.53K $63K
CRL
Charles River Laboratories International, Inc.

Healthcare
-180
- 40.72%
$145.57 - $178.99 $26.2K - $32.2K
262 $40K
DHX
Dhi Group, Inc.

Industrials
-7.83K
- 20.79%
$2.02 - $3.25 $15.8K - $25.4K
29.8K $84K
IPI
Intrepid Potash, Inc.

Basic Materials
-50
- 1.0%
$27.58 - $36.76 $1.38K - $1.84K
4.98K $152K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-911
- 13.73%
$75.87 - $83.26 $69.1K - $75.8K
5.73K $476K
CHE
Chemed Corp

Healthcare
-47
- 34.31%
$412.3 - $483.92 $19.4K - $22.7K
90 $40K
FEX
First Tr Large Cap Core Alphde

ETFs
-600
- 9.55%
$110.0 - $117.08 $66K - $70.2K
5.68K $664K
IIPR
Innovative Industrial Properties Inc

Real Estate
-454
- 77.87%
$45.83 - $58.26 $20.8K - $26.5K
129 $6K
IEO
Ishares Tr

ETFs
-338
- 25.59%
$86.38 - $95.74 $29.2K - $32.4K
983 $91K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.8K
- 1.22%
$49.05 - $49.99 $186K - $190K
306K $15.2M
CLOU
Global X Fds Cloud Computing E

ETFs
-1.05K
- 25.66%
$21.23 - $23.98 $22.3K - $25.2K
3.04K $70K
HNDL
Strategy Shs

ETFs
-2.06K
- 6.2%
$21.41 - $22.28 $44K - $45.8K
31.1K $693K
SUN
Sunoco LP

Energy
-8
- 0.11%
$48.42 - $55.31 $387 - $442
7.08K $354K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-546
- 25.83%
$56.19 - $62.9 $30.7K - $34.3K
1.57K $96K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-4.45K
- 10.36%
$15.15 - $16.8 $67.4K - $74.8K
38.5K $628K
NC
Nacco Industries Inc

Energy
-500
- 26.07%
$35.9 - $45.27 $18K - $22.6K
1.42K $60K
PPT
Putnam Premier Income Trust

Financial Services
-7K
- 9.28%
$3.59 - $3.75 $25.1K - $26.3K
68.4K $252K
PCYG
Park City Group Inc

Technology
-2.4K
- 9.67%
N/A
22.4K $225K
OLED
Universal Display Corp Pa

Technology
-137
- 29.46%
$134.16 - $161.44 $18.4K - $22.1K
328 $47K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-323
- 31.57%
$33.7 - $48.92 $10.9K - $15.8K
700 $24K
EQR
Equity Residential

Real Estate
-36
- 0.48%
$62.3 - $68.34 $2.24K - $2.46K
7.45K $482K
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
-1.18K
- 3.17%
$23.9 - $24.44 $28.3K - $28.9K
36.1K $875K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.09K
- 35.08%
$21.77 - $22.57 $23.6K - $24.5K
2.01K $45K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-502
- 6.41%
N/A
7.33K $336K
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