New Edge Advisors, LLC Purchases in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
158K
+ 24.03%
$551.42 - $612.93 $87.3M - $97M
817K $457M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81K
+ 31.46%
$442.66 - $534.52 $35.8M - $43.3M
338K $180M
IVE
Ishares S&P 500 Value ETF

ETFs
251K
+ 51.91%
$185.78 - $198.58 $46.6M - $49.8M
734K $140M
OEF
Ishares S&P 100 ETF

ETFs
146K
+ 663.36%
N/A
168K $44.6M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
808K
+ 119.89%
$32.49 - $37.99 $26.2M - $30.7M
1.48M $49.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
171K
+ 17.88%
$168.16 - $186.21 $28.8M - $31.9M
1.13M $193M
IEMG
Ishares Inc

ETFs
413K
+ 62.02%
N/A
1.08M $57.9M
BOND
Pimco Active Bond Exchange Tra

ETFs
222K
+ 36.4%
$89.27 - $92.9 $19.8M - $20.6M
831K $76.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
205K
+ 170.72%
$97.25 - $104.79 $19.9M - $21.5M
325K $33.7M
FTGC
First Trust Global Tactical CO

ETFs
823K
+ 838.4%
$23.95 - $25.86 $19.7M - $21.3M
921K $23.5M
FXU
First Tr Exchange Traded Fd Ut

ETFs
452K
+ 3269.76%
$37.42 - $41.14 $16.9M - $18.6M
466K $19.1M
ABBV
Abb Vie Inc.

Healthcare
12.8K
+ 2.57%
$169.2 - $216.66 $2.16M - $2.77M
510K $107M
AJG
Arthur J. Gallagher & Co.

Financial Services
18.2K
+ 9.66%
$275.89 - $345.24 $5.02M - $6.29M
207K $71.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
484K
+ 394.0%
$34.83 - $37.52 $16.8M - $18.1M
606K $22M
XOM
Exxon Mobil Corp

Energy
61.6K
+ 9.76%
$105.44 - $118.93 $6.49M - $7.32M
693K $82.4M
V
Visa Inc.

Financial Services
3.49K
+ 0.93%
$306.92 - $362.71 $1.07M - $1.27M
379K $133M
UBER
Uber Technologies, Inc

Technology
155K
+ 69.21%
$63.17 - $81.49 $9.81M - $12.7M
380K $27.7M
IBM
International Business Machines Corp

Technology
24.9K
+ 9.04%
$217.4 - $264.74 $5.4M - $6.58M
300K $74.6M
JNJ
Johnson & Johnson

Healthcare
38.4K
+ 13.01%
$142.06 - $167.7 $5.46M - $6.44M
334K $55.4M
PULS
Pgim ETF Tr

ETFs
250K
+ 31.15%
$49.56 - $49.78 $12.4M - $12.5M
1.05M $52.4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
137K
+ 99.99%
$89.18 - $104.04 $12.2M - $14.2M
274K $25.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
469K
+ 65.84%
$22.61 - $23.14 $10.6M - $10.8M
1.18M $27.3M
JPM
Jpmorgan Chase & CO

Financial Services
29.8K
+ 4.64%
$225.19 - $279.95 $6.72M - $8.35M
673K $165M
VEA
Vanguard Ftse Developed Market

ETFs
82.2K
+ 4.24%
$47.4 - $52.99 $3.89M - $4.35M
2.02M $103M
GLD
Spdr Gold Trust

ETFs
1.55K
+ 0.77%
$243.19 - $288.14 $377K - $446K
202K $58.2M
NEAR
Blackrock Short Maturity Bond

ETFs
181K
+ 112.69%
$50.4 - $50.89 $9.13M - $9.21M
342K $17.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
362K
+ 18.51%
$29.34 - $31.31 $10.6M - $11.3M
2.32M $68.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
22.2K
+ 107.4%
$308.86 - $455.36 $6.87M - $10.1M
43K $15.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
155K
+ 31.63%
$50.39 - $50.66 $7.81M - $7.85M
645K $32.6M
BK
Bank Of New York Mellon Corp

Financial Services
53.3K
+ 12.31%
$75.42 - $88.95 $4.02M - $4.74M
487K $40.8M
LLY
Eli Lilly & CO

Healthcare
1.18K
+ 0.97%
$725.72 - $929.72 $854K - $1.09M
122K $101M
NFLX
Netflix Inc

Communication Services
5.78K
+ 12.29%
$828.4 - $1058.6 $4.78M - $6.11M
52.8K $49.2M
DTE
Dte Energy CO

Utilities
11.5K
+ 3.54%
$117.6 - $138.27 $1.35M - $1.59M
336K $46.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
118K
+ 11.93%
$36.91 - $41.03 $4.35M - $4.84M
1.11M $43.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
51.7K
+ 11.11%
$87.68 - $94.52 $4.53M - $4.88M
517K $48.4M
FMB
First Tr Exchange Traded Fd Ii

ETFs
143K
+ 45.59%
$50.17 - $51.45 $7.16M - $7.34M
456K $23M
PM
Philip Morris International Inc.

Consumer Defensive
6.22K
+ 4.02%
$117.15 - $158.79 $729K - $988K
161K $25.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
310K
+ 55.32%
$18.36 - $20.51 $5.69M - $6.36M
871K $17.2M
CL
Colgate Palmolive CO

Consumer Defensive
58.5K
+ 14.09%
$85.68 - $97.5 $5.01M - $5.7M
474K $44.4M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
350K
+ 250.81%
$18.18 - $18.58 $6.36M - $6.5M
490K $9.07M
CORP
Pimco Investment Grade Corp Bd

ETFs
63.9K
+ 99.3%
$93.89 - $97.32 $6M - $6.22M
128K $12.4M
DGRO
Ishares Core Dividend Growth E

ETFs
97.3K
+ 16.53%
$60.46 - $64.42 $5.88M - $6.27M
686K $42.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
59.3K
+ 143.24%
$100.59 - $103.47 $5.96M - $6.14M
101K $10.4M
NEE
Nextera Energy Inc

Utilities
91.4K
+ 27.21%
$66.96 - $76.16 $6.12M - $6.96M
427K $30.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
54.1K
+ 17.73%
$34.58 - $45.97 $1.87M - $2.49M
360K $16.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
279K
+ 9.33%
$48.06 - $53.73 $13.4M - $15M
3.27M $159M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
33.1K
+ 18.17%
$196.12 - $229.48 $6.48M - $7.59M
215K $43.5M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
236K
+ 346.98%
$22.98 - $24.13 $5.41M - $5.68M
303K $7.24M
SNOW
Snowflake Inc.

Technology
39.1K
+ 347.03%
$146.16 - $192.78 $5.72M - $7.55M
50.4K $7.37M
Activity Summary
Buys All Purchases 1775 New Holdings 269 Increased Positions 1506 Sells All Sells 1307 Reductions 1307 Sold out 0 Options Calls 0 Puts 0
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