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
JPIN
Jp Morgan Diversified Return I

ETFs
-1.69K
- 13.82%
$63.14 - $67.96 $107K - $115K
10.5K $702K
VVV
Valvoline Inc

Energy
-1.96K
- 34.55%
$35.02 - $40.67 $68.8K - $79.9K
3.72K $133K
SCI
Service Corp International

Consumer Cyclical
-1.17K
- 13.65%
$75.63 - $83.25 $88.3K - $97.2K
7.38K $614K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-15.5K
- 10.0%
$27.85 - $30.91 $431K - $478K
139K $4.25M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-1.82K
- 91.6%
$42.79 - $45.73 $77.9K - $83.2K
167 $7K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
-10.8K
- 17.02%
$8.76 - $9.86 $94.8K - $107K
52.8K $505K
IHS
Ihs Holding LTD

Communication Services
-14K
- 90.85%
$5.8 - $7.61 $81K - $106K
1.41K $9K
OCCI
Ofs Credit Company, Inc.

Financial Services
-11.2K
- 66.15%
$5.28 - $6.3 $58.9K - $70.3K
5.71K $30K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.17K
- 14.61%
$50.18 - $52.89 $109K - $115K
12.7K $670K
PAYS
Paysign, Inc.

Technology
-4.86K
- 11.72%
$5.12 - $8.56 $24.9K - $41.6K
36.6K $225K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.57K
- 27.0%
$171.01 - $228.24 $269K - $359K
4.25K $908K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-3.61K
- 82.84%
$20.22 - $21.71 $73K - $78.4K
748 $16K
MTLS
Materialise Nv

Technology
-13K
- 99.69%
$4.93 - $6.18 $64K - $80.3K
41 $0
CCOR
Listed Fds Tr Core Alternative

ETFs
-2.7K
- 93.1%
$26.04 - $27.21 $70.3K - $73.5K
200 $5K
WY
Weyerhaeuser CO

Real Estate
-2.28K
- 12.83%
$24.1 - $26.83 $55K - $61.2K
15.5K $384K
CXDO
Crexendo, Inc.

Communication Services
-12.5K
- 45.75%
$5.3 - $6.99 $66.1K - $87.2K
14.8K $94K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-2.82K
- 7.1%
$42.16 - $43.5 $119K - $123K
36.8K $1.6M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-1.93K
- 28.9%
$40.12 - $43.16 $77.3K - $83.2K
4.74K $202K
FXD
First Tr Exchange Traded Fd

ETFs
-1.9K
- 15.1%
$63.72 - $70.29 $121K - $133K
10.7K $727K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-76
- 11.57%
$415.15 - $489.89 $31.6K - $37.2K
581 $247K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-26.2K
- 28.81%
$2.55 - $2.63 $66.9K - $69K
64.8K $167K
IXJ
Ishares Global Healthcare ETF

ETFs
-956
- 15.66%
$82.73 - $89.14 $79.1K - $85.2K
5.15K $456K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-5.45K
- 28.98%
$11.84 - $13.45 $64.5K - $73.2K
13.3K $168K
ATI
Allegheny Technologies Inc

Industrials
-763
- 88.41%
$71.34 - $95.52 $54.4K - $72.9K
100 $8K
BWX
Spdr Bloomberg International T

ETFs
-1.76K
- 3.35%
$22.58 - $23.5 $39.7K - $41.3K
50.8K $1.17M
AM
Antero Midstream Corp

Energy
-7.14K
- 4.75%
$16.87 - $19.58 $120K - $140K
143K $2.78M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-3.97K
- 6.89%
$26.15 - $27.4 $104K - $109K
53.7K $1.47M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-3.54K
- 14.12%
$21.89 - $23.17 $77.4K - $82K
21.5K $496K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-3.45K
- 15.75%
$21.62 - $22.81 $74.7K - $78.8K
18.5K $416K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-1.7K
- 18.3%
$52.35 - $58.64 $88.8K - $99.5K
7.57K $435K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-1.4K
- 71.79%
$46.25 - $56.87 $64.8K - $79.6K
550 $27K
BNTX
Bio N Tech Se

Healthcare
-92
- 1.41%
$96.22 - $115.31 $8.85K - $10.6K
6.43K $634K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-1.14K
- 57.42%
$51.82 - $60.27 $58.9K - $68.5K
843 $44K
ACGL
Arch Capital Group Ltd.

Financial Services
-550
- 2.08%
$85.61 - $93.54 $47.1K - $51.4K
25.9K $2.35M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-8.97K
- 85.61%
$6.18 - $9.0 $55.4K - $80.7K
1.51K $13K
YUM
Yum Brands Inc

Consumer Cyclical
-763
- 5.06%
$139.5 - $153.94 $106K - $117K
14.3K $2.18M
ALC
Alcon Inc

Healthcare
-72
- 1.88%
$73.24 - $92.22 $5.27K - $6.64K
3.76K $280K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-768
- 0.59%
N/A
130K $9.76M
TYL
Tyler Technologies Inc

Technology
-65
- 18.62%
$522.22 - $611.76 $33.9K - $39.8K
284 $148K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-4K
- 17.68%
$16.02 - $16.74 $64.1K - $67K
18.6K $310K
HCA
Hca Healthcare, Inc.

Healthcare
-790
- 12.16%
$334.32 - $426.2 $264K - $337K
5.71K $2.43M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-10.6K
- 14.8%
$9.44 - $10.23 $100K - $108K
61K $620K
FDUS
Fidus Investment Corp

Financial Services
-3.01K
- 3.3%
$20.18 - $21.99 $60.7K - $66.2K
88.1K $1.78M
BCC
Boise Cascade CO

Basic Materials
-569
- 51.26%
$76.61 - $93.75 $43.6K - $53.3K
541 $41K
MIN
Mfs Intermediate Income Trust

Financial Services
-19.8K
- 24.34%
$2.64 - $2.72 $52.1K - $53.7K
61.4K $164K
ISWN
Amplify ETF Tr Amplify

ETFs
-3.18K
- 11.12%
$20.12 - $21.47 $63.9K - $68.2K
25.4K $535K
VVR
Invesco Senior Income Trust

Financial Services
-2.48K
- 1.84%
$3.39 - $3.83 $8.41K - $9.5K
132K $456K
OKTA
Okta, Inc.

Technology
-200
- 4.6%
$88.51 - $101.1 $17.7K - $20.2K
4.15K $380K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-1.12K
- 17.13%
$42.13 - $44.1 $47.1K - $49.3K
5.41K $233K
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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