New Edge Advisors, LLC Purchases in Q2 2025

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
29.5K
+ 0.94%
$94.31 - $157.99 $2.79M - $4.67M
3.16M $499M
MSFT
Microsoft Corp

Technology
76.7K
+ 8.07%
$354.56 - $497.45 $27.2M - $38.2M
1.03M $511M
AVGO
Broadcom Inc.

Technology
16.8K
+ 1.69%
$146.29 - $275.65 $2.46M - $4.63M
1.01M $278M
JPM
Jpmorgan Chase & CO

Financial Services
157K
+ 23.31%
$210.28 - $289.91 $33M - $45.5M
830K $241M
EFV
Msci Eafe Value ETF

ETFs
865K
+ 52.39%
$52.4 - $64.65 $45.4M - $56M
2.52M $160M
AMZN
Amazon Com Inc

Consumer Cyclical
91.3K
+ 7.19%
$167.32 - $223.3 $15.3M - $20.4M
1.36M $299M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31K
+ 6.19%
$456.74 - $568.03 $14.2M - $17.6M
532K $302M
SNX
Td Synnex Corp

Technology
321K
+ 8479.39%
$95.81 - $137.79 $30.8M - $44.3M
325K $44.1M
META
Meta Platforms, Inc.

Communication Services
14K
+ 6.89%
$484.66 - $738.09 $6.81M - $10.4M
218K $161M
PM
Philip Morris International Inc.

Consumer Defensive
201K
+ 124.97%
$149.23 - $184.95 $30M - $37.2M
362K $66M
T
At&T Inc.

Communication Services
1.34M
+ 282.49%
$26.33 - $28.94 $35.4M - $38.9M
1.82M $52.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
728K
+ 23773.47%
$50.09 - $51.09 $36.5M - $37.2M
731K $37.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
317K
+ 15.9%
$58.41 - $72.69 $18.5M - $23M
2.31M $168M
SNY
Sanofi

Healthcare
694K
+ 1853.12%
$47.62 - $55.44 $33M - $38.5M
731K $35.3M
VUG
Vanguard Growth ETF

ETFs
12.4K
+ 3.09%
$329.49 - $438.4 $4.08M - $5.43M
414K $181M
PLTR
Palantir Technologies Inc.

Technology
39.5K
+ 9.15%
$74.01 - $144.25 $2.92M - $5.7M
471K $64.2M
IEMG
Ishares Inc

ETFs
488K
+ 45.2%
N/A
1.57M $84.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
120K
+ 3.67%
$43.53 - $54.46 $5.22M - $6.53M
3.39M $184M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
270K
+ 119.94%
$91.43 - $91.74 $24.7M - $24.8M
495K $45.4M
NFLX
Netflix Inc

Communication Services
2.41K
+ 4.57%
$855.86 - $1339.13 $2.06M - $3.23M
55.2K $73.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.28K
+ 3.08%
$416.06 - $551.64 $3.03M - $4.02M
243K $134M
OEF
Ishares S&P 100 ETF

ETFs
88.4K
+ 52.67%
N/A
256K $68.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
236K
+ 72.82%
$97.29 - $105.63 $23M - $25M
561K $57M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
212K
+ 4972.93%
$83.67 - $109.12 $17.8M - $23.2M
217K $23.6M
VTI
Vanguard Total Stock Market Et

ETFs
42.2K
+ 11.93%
$243.75 - $303.93 $10.3M - $12.8M
396K $120M
QUAL
Ishares Msci Usa Quality Facto

ETFs
47.1K
+ 4.17%
$152.42 - $182.82 $7.18M - $8.61M
1.18M $215M
GOOG
Alphabet Inc.

Communication Services
43.7K
+ 7.25%
$146.58 - $180.01 $6.41M - $7.87M
647K $115M
IBM
International Business Machines Corp

Technology
20.9K
+ 6.96%
$221.03 - $294.78 $4.62M - $6.16M
321K $94.6M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
202K
+ 20427.63%
$84.34 - $99.49 $17M - $20.1M
203K $20M
CGGO
Capital Group Global Growth Eq

ETFs
454K
+ 49.78%
$25.31 - $32.17 $11.5M - $14.6M
1.37M $43.7M
VEA
Vanguard Ftse Developed Market

ETFs
80.9K
+ 4.0%
$45.65 - $57.01 $3.69M - $4.61M
2.1M $120M
CAT
Caterpillar Inc

Industrials
11.5K
+ 5.62%
$273.94 - $388.21 $3.16M - $4.47M
217K $84.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
290K
+ 110.94%
$51.14 - $57.0 $14.8M - $16.5M
551K $31.3M
IEFA
Ishares Tr

ETFs
104K
+ 11.31%
$67.83 - $84.09 $7.08M - $8.78M
1.03M $85.8M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
635K
+ 117.84%
$21.21 - $23.5 $13.5M - $14.9M
1.17M $27.6M
GLD
Spdr Gold Trust

ETFs
40.5K
+ 20.03%
$273.71 - $316.29 $11.1M - $12.8M
242K $73.9M
GBIL
Goldman Sachs Access Treasury

ETFs
154K
+ 69.83%
$99.83 - $100.19 $15.4M - $15.4M
375K $37.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
66.3K
+ 25.31%
$152.93 - $181.74 $10.1M - $12M
328K $59.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
272K
+ 42.14%
$50.36 - $50.68 $13.7M - $13.8M
917K $46.5M
WFC
Wells Fargo & Company

Financial Services
75K
+ 8.09%
$60.98 - $80.12 $4.57M - $6.01M
1M $80.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18.9K
+ 12.13%
$141.37 - $228.57 $2.67M - $4.32M
175K $39.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
42.1K
+ 34.99%
$171.4 - $227.1 $7.22M - $9.56M
162K $36.9M
UBER
Uber Technologies, Inc

Technology
51.8K
+ 13.64%
$64.62 - $93.3 $3.35M - $4.83M
432K $40.3M
AMD
Advanced Micro Devices Inc

Technology
32.9K
+ 17.26%
$78.21 - $143.81 $2.57M - $4.73M
224K $31.7M
GOOGL
Alphabet Inc.

Communication Services
6.91K
+ 1.4%
$144.7 - $178.6 $1M - $1.23M
502K $88.4M
ETN
Eaton Corp PLC

Industrials
9.44K
+ 9.64%
$246.52 - $356.99 $2.33M - $3.37M
107K $38.3M
NOW
Service Now, Inc.

Technology
4.52K
+ 15.59%
$721.65 - $1040.18 $3.26M - $4.7M
33.5K $34.5M
DFAI
Dimensional ETF Tr

ETFs
280K
+ 60.44%
$28.02 - $34.71 $7.86M - $9.73M
744K $25.7M
VTV
Vanguard Value ETF

ETFs
41.8K
+ 4.78%
$153.67 - $176.74 $6.42M - $7.38M
915K $162M
Activity Summary
Buys All Purchases 1917 New Holdings 266 Increased Positions 1651 Sells All Sells 1237 Reductions 1236 Sold out 1 Options Calls 0 Puts 0
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