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
LRGF
Ishares Tr

ETFs
-665
- 4.06%
$64.13 - $69.24 $42.6K - $46K
15.7K $1.09M
FLV
American Centy ETF Tr Focused

ETFs
-2.19K
- 4.38%
$70.26 - $74.84 $154K - $164K
47.7K $3.52M
CPA
Copa Holdings, S.A.

Industrials
-658
- 5.1%
$107.44 - $122.34 $70.7K - $80.5K
12.2K $1.45M
ERJ
Embraer S.A.

Industrials
-361
- 2.15%
$47.39 - $61.02 $17.1K - $22K
16.4K $993K
ILCV
Ishares Morningstar Value ETF

ETFs
-112
- 1.55%
$82.86 - $90.02 $9.28K - $10.1K
7.11K $639K
DFAE
Dimensional ETF Tr

ETFs
-12
- 0.08%
$28.84 - $31.84 $346 - $382
15.6K $491K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-6.79K
- 1.83%
$17.81 - $18.39 $121K - $125K
365K $6.66M
BCS
Barclays PLC

Financial Services
-3.2K
- 6.26%
$17.88 - $21.05 $57.2K - $67.3K
47.9K $989K
GCBC
Greene County Bancorp Inc

Financial Services
-98
- 0.09%
$22.49 - $25.75 $2.2K - $2.52K
115K $2.6M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-1.21K
- 0.78%
$11.51 - $12.4 $13.9K - $14.9K
153K $1.87M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-440
- 1.95%
$134.42 - $141.26 $59.1K - $62.2K
22.2K $3.13M
ALLE
Allegion PLC

Industrials
-191
- 8.4%
$145.55 - $179.33 $27.8K - $34.3K
2.08K $369K
HBI
Hanesbrands Inc.

Consumer Cyclical
-2.71K
- 8.9%
$4.07 - $6.59 $11K - $17.9K
27.8K $182K
A
Agilent Technologies, Inc.

Healthcare
-1.13K
- 6.18%
$112.04 - $128.75 $126K - $145K
17.1K $2.2M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-329
- 0.37%
$13.87 - $14.46 $4.56K - $4.76K
87.5K $1.26M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
-652
- 2.75%
$10.38 - $13.59 $6.77K - $8.86K
23K $304K
NVMI
Nova Ltd.

Technology
-44
- 3.25%
$237.16 - $319.66 $10.4K - $14.1K
1.31K $418K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-2.45K
- 4.66%
$92.97 - $100.18 $228K - $245K
50.2K $4.99M
CRUS
Cirrus Logic, Inc.

Technology
-219
- 6.19%
$97.25 - $127.45 $21.3K - $27.9K
3.32K $415K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.88K
- 4.1%
$128.6 - $136.01 $241K - $255K
43.9K $5.94M
DINO
Hf Sinclair Corp

Energy
-250
- 4.41%
$42.11 - $54.01 $10.5K - $13.5K
5.42K $283K
NU
Nu Holdings Ltd.

Financial Services
-1.94K
- 5.49%
$11.92 - $16.3 $23.2K - $31.7K
33.4K $535K
MHO
M/I Homes, Inc.

Consumer Cyclical
-312
- 10.51%
$111.91 - $157.22 $34.9K - $49.1K
2.66K $383K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
-4.76K
- 9.07%
$137.12 - $154.36 $652K - $734K
47.7K $7.31M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-4
- 0.01%
$37.32 - $38.38 $149 - $154
48.2K $1.85M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-778
- 3.33%
$41.34 - $45.65 $32.2K - $35.5K
22.6K $1.02M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-1.6K
- 1.36%
$8.8 - $9.5 $14.1K - $15.2K
117K $1.1M
ACWI
Ishares Msci Acwi ETF

ETFs
-342
- 3.07%
$128.32 - $138.41 $43.9K - $47.3K
10.8K $1.49M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-43
- 1.46%
$201.83 - $230.93 $8.68K - $9.93K
2.91K $646K
DCI
Donaldson CO Inc

Industrials
-75
- 1.35%
$69.82 - $82.14 $5.24K - $6.16K
5.5K $449K
IOO
Ishares Tr Global 100 ETF

ETFs
-39
- 0.71%
$107.55 - $120.01 $4.19K - $4.68K
5.48K $657K
CMCL
Caledonia Mining Corp PLC

Basic Materials
-7.66K
- 37.49%
$19.3 - $36.6 $148K - $280K
12.8K $458K
LECO
Lincoln Electric Holdings Inc

Industrials
-56
- 2.05%
$210.22 - $247.76 $11.8K - $13.9K
2.67K $629K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-343
- 2.0%
$12.61 - $18.25 $4.33K - $6.26K
16.8K $305K
VTRS
Viatris Inc

Healthcare
-901
- 1.15%
$8.74 - $10.69 $7.87K - $9.63K
77.6K $768K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-994
- 3.51%
$47.78 - $52.76 $47.5K - $52.4K
27.3K $1.42M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-2.56K
- 6.64%
$42.88 - $49.1 $110K - $126K
36K $1.74M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-623
- 4.1%
$93.41 - $104.11 $58.2K - $64.9K
14.6K $1.5M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-404
- 3.18%
$190.8 - $204.83 $77.1K - $82.8K
12.3K $2.51M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.69K
- 4.63%
$67.21 - $72.65 $114K - $123K
34.9K $2.53M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-485
- 1.24%
$41.91 - $44.87 $20.3K - $21.8K
38.5K $1.72M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.81K
- 2.86%
$28.15 - $30.13 $79K - $84.6K
95.3K $2.82M
MGC
Vanguard Mega Cap ETF

ETFs
-187
- 2.99%
$224.2 - $245.55 $41.9K - $45.9K
6.06K $1.48M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-55
- 0.25%
$37.04 - $40.86 $2.04K - $2.25K
22.1K $899K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
-348
- 3.05%
$22.77 - $30.68 $7.92K - $10.7K
11.1K $329K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-483
- 2.39%
$95.86 - $104.94 $46.3K - $50.7K
19.8K $2.05M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-3.76K
- 1.83%
$10.21 - $11.08 $38.4K - $41.7K
202K $2.24M
PBF
Pbf Energy Inc.

Energy
-52
- 0.54%
$21.68 - $33.56 $1.13K - $1.75K
9.55K $288K
WCC
Wesco International Inc

Industrials
-124
- 3.06%
$189.22 - $227.19 $23.5K - $28.2K
3.93K $830K
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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