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
PFM
Invesco Exchange Traded Fd Tr

ETFs
-559
- 8.76%
$48.04 - $50.89 $26.9K - $28.4K
5.82K $295K
RFG
Invesco Exchange Traded Fd Tr

ETFs
-285
- 29.69%
$48.87 - $51.69 $13.9K - $14.7K
675 $34K
SIZE
Ishares Msci Usa Size Factor E

ETFs
-164
- 6.96%
$154.38 - $161.78 $25.3K - $26.5K
2.19K $352K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-285
- 4.35%
$52.75 - $54.07 $15K - $15.4K
6.27K $336K
RGCO
Rgc Resources Inc

Utilities
-535
- 27.65%
$19.68 - $23.16 $10.5K - $12.4K
1.4K $31K
STWD
Starwood Property Trust, Inc.

Real Estate
-93
- 0.69%
$19.37 - $20.97 $1.8K - $1.95K
13.4K $259K
TDOC
Teladoc Health, Inc.

Healthcare
-145
- 1.23%
$6.78 - $8.85 $983 - $1.28K
11.7K $90K
TRMK
Trustmark Corp

Financial Services
-705
- 14.02%
$36.46 - $41.06 $25.7K - $28.9K
4.32K $171K
CXSE
Wisdomtree Tr China Ex State O

ETFs
-5.13K
- 24.07%
$34.23 - $44.58 $176K - $229K
16.2K $721K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-378
- 5.46%
$45.07 - $47.56 $17K - $18K
6.55K $301K
EXPO
Exponent Inc

Industrials
-132
- 49.25%
$68.33 - $77.6 $9.02K - $10.2K
136 $9K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-294
- 5.43%
$63.98 - $69.04 $18.8K - $20.3K
5.12K $341K
LRN
Stride, Inc.

Consumer Defensive
-268
- 3.45%
$128.23 - $169.81 $34.4K - $45.5K
7.51K $1.12M
TXT
Textron Inc

Industrials
-411
- 7.38%
$77.02 - $87.21 $31.7K - $35.8K
5.16K $436K
ZIMV
Zim Vie Inc.

Healthcare
-1.26K
- 99.21%
$8.44 - $18.97 $10.6K - $23.8K
10 $0
AAL
American Airlines Group Inc.

Industrials
-850
- 6.41%
N/A
12.4K $136K
FPI
Farmland Partners Inc.

Real Estate
-781
- 43.85%
$10.47 - $11.59 $8.18K - $9.05K
1K $10K
GEO
Geo Group Inc

Real Estate
-289
- 21.99%
$20.25 - $26.46 $5.85K - $7.65K
1.03K $21K
GVA
Granite Construction Inc

Industrials
-104
- 80.62%
$92.28 - $111.29 $9.6K - $11.6K
25 $2K
HTGC
Hercules Capital, Inc.

Financial Services
-1.08K
- 6.41%
$18.34 - $19.53 $19.8K - $21.1K
15.8K $298K
EXI
Ishares Global Industrials ETF

ETFs
-149
- 7.09%
$164.53 - $172.75 $24.5K - $25.7K
1.95K $337K
LSTR
Landstar System Inc

Industrials
-2
- 0.37%
$120.68 - $146.55 $241 - $293
538 $65K
MTD
Mettler Toledo International Inc

Healthcare
-9
- 47.37%
$1166.48 - $1324.06 $10.5K - $11.9K
10 $12K
PAM
Pampa Energy Inc.

Utilities
-135
- 47.04%
$56.55 - $82.66 $7.63K - $11.2K
152 $9K
SSO
Proshares Ultra S&P 500

ETFs
-960
- 14.24%
$97.48 - $112.71 $93.6K - $108K
5.78K $648K
SBLK
Star Bulk Carriers Corp.

Industrials
-584
- 64.89%
$17.38 - $19.87 $10.1K - $11.6K
316 $5K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-458
- 34.15%
$20.76 - $21.78 $9.51K - $9.98K
883 $19K
HAS
Hasbro, Inc.

Consumer Cyclical
-140
- 20.41%
$73.92 - $81.85 $10.3K - $11.5K
546 $41K
APPN
Appian Corp

Technology
-300
- 69.77%
$26.95 - $33.69 $8.09K - $10.1K
130 $3K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-499
- 66.53%
$13.84 - $19.11 $6.91K - $9.54K
251 $3K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-32
- 1.23%
$122.0 - $138.74 $3.9K - $4.44K
2.56K $324K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-2.03K
- 6.77%
$29.18 - $31.13 $59.3K - $63.3K
28K $871K
FRI
First Tr S&P Reit Index Fd

ETFs
-398
- 17.18%
$26.59 - $28.38 $10.6K - $11.3K
1.92K $53K
GGG
Graco Inc

Industrials
-61
- 1.6%
$82.58 - $88.81 $5.04K - $5.42K
3.76K $319K
MNDY
Monday.Com Ltd.

Technology
-1
- 1.49%
$171.46 - $309.62 $171 - $310
66 $12K
SPSC
Sps Commerce Inc

Technology
-25
- 12.44%
$103.88 - $142.5 $2.6K - $3.56K
176 $18K
MTN
Vail Resorts Inc

Consumer Cyclical
-46
- 16.37%
$143.33 - $169.63 $6.59K - $7.8K
235 $35K
UIVM
Victory Portfolios Ii Victorys

ETFs
-529
- 6.34%
$57.72 - $61.92 $30.5K - $32.8K
7.82K $477K
DTH
Wisdomtree Tr

ETFs
-487
- 9.73%
$46.13 - $49.9 $22.5K - $24.3K
4.52K $222K
XP
Xp Inc.

Financial Services
-459
- 77.4%
$16.0 - $20.11 $7.34K - $9.23K
134 $2K
PCF
High Income Securities Fund

Financial Services
-1.4K
- 1.71%
$6.31 - $6.49 $8.83K - $9.09K
80.7K $513K
BCH
Bank Of Chile

Financial Services
-238
- 3.1%
$27.32 - $30.97 $6.5K - $7.37K
7.45K $225K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-450
- 16.05%
$20.48 - $21.33 $9.22K - $9.6K
2.35K $50K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-460
- 8.95%
$77.5 - $86.87 $35.7K - $40K
4.68K $391K
JRS
Nuveen Real Estate Income Fund

Financial Services
-999
- 95.97%
$7.59 - $8.35 $7.58K - $8.34K
42 $0
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-245
- 70.81%
$35.21 - $46.94 $8.63K - $11.5K
101 $4K
KBE
Spdr S&P Bank ETF

ETFs
-498
- 8.71%
$55.26 - $61.99 $27.5K - $30.9K
5.22K $310K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
-1.05K
- 30.03%
$11.62 - $13.82 $12.2K - $14.5K
2.44K $32K
TALK
Talkspace, Inc.

Healthcare
-2.89K
- 19.7%
$2.27 - $2.8 $6.55K - $8.08K
11.8K $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
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