New Edge Advisors, LLC Purchases in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
108K
+ 3.43%
$153.3 - $186.58 $16.6M - $20.2M
3.27M $610M
QQQ
Invesco Qqq Trust, Series 1

ETFs
115K
+ 47.07%
$546.99 - $602.2 $62.7M - $69M
358K $215M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
973K
+ 28.75%
$54.35 - $59.32 $52.9M - $57.7M
4.36M $258M
IVV
Ishares Core S&P 500 ETF

ETFs
54.2K
+ 8.33%
$620.67 - $670.08 $33.6M - $36.3M
705K $472M
SPY
Spdr S&P 500 ETF Trust

ETFs
38.3K
+ 6.43%
$617.65 - $666.84 $23.6M - $25.5M
633K $422M
OEF
Ishares S&P 100 ETF

ETFs
187K
+ 73.02%
N/A
443K $118M
MSFT
Microsoft Corp

Technology
45.6K
+ 4.44%
$491.09 - $535.64 $22.4M - $24.4M
1.07M $556M
TSLA
Tesla, Inc.

Consumer Cyclical
1.79K
+ 0.52%
$293.94 - $444.72 $525K - $795K
343K $153M
QCOM
Qualcomm Inc

Technology
260K
+ 233.68%
$145.84 - $173.55 $37.9M - $45.1M
371K $61.8M
GOOGL
Alphabet Inc.

Communication Services
38.8K
+ 7.73%
$174.36 - $254.72 $6.77M - $9.88M
541K $131M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
402K
+ 71.67%
$98.52 - $103.93 $39.6M - $41.8M
963K $99.2M
IAU
Ishares Gold Trust

ETFs
370K
+ 46.19%
$61.62 - $72.77 $22.8M - $26.9M
1.17M $85.1M
ADI
Analog Devices Inc

Technology
134K
+ 142.46%
$220.68 - $255.63 $29.6M - $34.2M
228K $56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.1K
+ 2.65%
$567.77 - $614.76 $7.99M - $8.65M
546K $334M
ABBV
Abb Vie Inc.

Healthcare
25.6K
+ 4.61%
$184.85 - $231.54 $4.74M - $5.93M
581K $135M
ITA
Ishares Tr

ETFs
126K
+ 449.33%
$184.73 - $209.26 $23.4M - $26.5M
155K $32.3M
JPM
Jpmorgan Chase & CO

Financial Services
18K
+ 2.17%
$282.78 - $316.06 $5.1M - $5.7M
849K $268M
IVW
Ishares S&P 500 Growth ETF

ETFs
59K
+ 3.56%
$108.97 - $121.65 $6.43M - $7.18M
1.72M $208M
IEMG
Ishares Inc

ETFs
461K
+ 29.43%
N/A
2.03M $109M
ORCL
Oracle Corp

Technology
12.2K
+ 3.98%
$218.96 - $328.33 $2.67M - $4M
318K $89.4M
RDVY
First Trust Rising Dividend Ac

ETFs
228K
+ 24.42%
$62.38 - $67.29 $14.2M - $15.3M
1.16M $78M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
398K
+ 57.15%
$45.26 - $46.63 $18M - $18.6M
1.09M $50.6M
IEFA
Ishares Tr

ETFs
168K
+ 16.33%
$81.7 - $87.53 $13.7M - $14.7M
1.2M $104M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
706K
+ 560.39%
$24.97 - $25.78 $17.6M - $18.2M
832K $21.3M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
745K
+ 20719.28%
$23.43 - $23.88 $17.5M - $17.8M
748K $17.9M
JNJ
Johnson & Johnson

Healthcare
28.5K
+ 8.25%
$155.17 - $185.42 $4.42M - $5.28M
373K $69.2M
GE
General Electric CO

Industrials
35.2K
+ 34.11%
$244.75 - $305.63 $8.6M - $10.7M
138K $41.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
287K
+ 59.0%
$48.5 - $50.19 $13.9M - $14.4M
775K $38.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
138K
+ 69.19%
$100.16 - $100.7 $13.8M - $13.9M
336K $33.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
90.7K
+ 34.23%
$50.79 - $76.4 $4.61M - $6.93M
356K $27.2M
GLD
Spdr Gold Trust

ETFs
2.52K
+ 1.04%
$300.96 - $355.47 $758K - $895K
245K $87.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
34.7K
+ 109.23%
$275.84 - $326.36 $9.58M - $11.3M
66.5K $21.7M
AMZN
Amazon Com Inc

Consumer Cyclical
54.9K
+ 4.03%
$211.65 - $238.24 $11.6M - $13.1M
1.42M $311M
DFAI
Dimensional ETF Tr

ETFs
293K
+ 39.43%
$34.05 - $36.55 $9.99M - $10.7M
1.04M $37.7M
VGT
Vanguard Information Technolog

ETFs
13.3K
+ 54.6%
$656.44 - $753.15 $8.72M - $10M
37.6K $28.1M
USMC
Principal ETF U S Mega Cap

ETFs
144K
+ 45.59%
$62.08 - $68.69 $8.93M - $9.88M
459K $31.3M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
536K
+ 9036.56%
$20.18 - $20.7 $10.8M - $11.1M
542K $11.2M
META
Meta Platforms, Inc.

Communication Services
16.1K
+ 7.39%
$695.21 - $791.73 $11.2M - $12.7M
234K $172M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
46.7K
+ 8.43%
$108.46 - $120.63 $5.06M - $5.63M
600K $71.3M
VTI
Vanguard Total Stock Market Et

ETFs
3.71K
+ 0.94%
$303.93 - $329.86 $1.13M - $1.22M
400K $131M
SNX
Td Synnex Corp

Technology
10.2K
+ 3.14%
$135.82 - $166.01 $1.39M - $1.69M
335K $54.9M
BALT
Innovator Etfs Tr
315K
+ 324.21%
$32.11 - $32.82 $10.1M - $10.3M
412K $13.5M
IFV
First Trust Dorsey Wright Inte

ETFs
408K
+ 334.57%
$22.73 - $24.48 $9.26M - $9.98M
529K $13M
BOND
Pimco Active Bond Exchange Tra

ETFs
96.7K
+ 10.91%
$90.83 - $93.81 $8.78M - $9.07M
983K $91.8M
BK
Bank Of New York Mellon Corp

Financial Services
7.8K
+ 1.52%
$90.65 - $109.75 $707K - $856K
521K $56.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.56K
+ 1.88%
$420.11 - $472.68 $1.5M - $1.68M
193K $90.5M
VEA
Vanguard Ftse Developed Market

ETFs
61.5K
+ 2.93%
$56.02 - $60.3 $3.45M - $3.71M
2.16M $130M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.24K
+ 0.71%
$224.68 - $282.71 $280K - $352K
176K $49.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
145K
+ 23.37%
$42.67 - $46.91 $6.18M - $6.8M
765K $35.8M
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email