New Edge Advisors, LLC Incresed Positions in Q2 2025

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EXR
Extra Space Storage Inc.

Real Estate
3.9K
+ 114.52%
$126.61 - $152.99 $494K - $597K
7.31K $1.08M
SIVR
Abrdn Silver ETF Trust

ETFs
10.2K
+ 8.97%
$28.36 - $35.37 $290K - $362K
124K $4.28M
NUSC
Nuveen Esg Small Cap ETF

ETFs
10.3K
+ 17.15%
$33.38 - $40.81 $345K - $422K
70.7K $2.88M
ERJ
Embraer S.A.

Industrials
8.37K
+ 99.23%
$40.42 - $56.91 $338K - $476K
16.8K $955K
RJF
Raymond James Financial Inc

Financial Services
1K
+ 3.53%
$123.65 - $153.88 $124K - $154K
29.4K $4.5M
FSLR
First Solar, Inc.

Technology
336
+ 2.59%
$120.38 - $192.98 $40.4K - $64.8K
13.3K $2.21M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
39K
+ 117.95%
$11.53 - $13.87 $449K - $540K
72K $998K
LITE
Lumentum Holdings Inc.

Technology
1.75K
+ 14.63%
$49.56 - $95.06 $86.9K - $167K
13.7K $1.31M
FTGC
First Trust Global Tactical CO

ETFs
54.3K
+ 5.89%
$23.09 - $25.91 $1.25M - $1.41M
976K $24.1M
IREN
Iris Energy LTD

Financial Services
30.7K
+ 245.01%
$5.3 - $14.57 $163K - $448K
43.3K $630K
SNV
Synovus Financial Corp

Financial Services
10.3K
+ 301.73%
$38.27 - $51.75 $394K - $533K
13.7K $710K
BSCU
Invesco Exc Self Ind Tr

ETFs
31.5K
+ 34.17%
$16.31 - $16.78 $513K - $528K
124K $2.07M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
17.7K
+ 5.47%
$22.4 - $23.8 $396K - $420K
340K $8.1M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
19.8K
+ 35.22%
$24.61 - $25.89 $486K - $512K
75.9K $1.95M
PSTG
Pure Storage, Inc.

Technology
4.48K
+ 21.45%
$37.18 - $57.58 $166K - $258K
25.4K $1.46M
RGLD
Royal Gold Inc

Basic Materials
1.07K
+ 4.57%
$155.48 - $186.71 $167K - $200K
24.6K $4.37M
BNTX
Bio N Tech Se

Healthcare
4.69K
+ 255.59%
$86.65 - $120.54 $406K - $565K
6.53K $694K
HTRB
Hartford Fds Total Return Bd E

ETFs
15.5K
+ 7.4%
$33.14 - $34.12 $513K - $528K
225K $7.61M
NTRA
Natera, Inc.

Healthcare
2.37K
+ 52.04%
$132.23 - $171.87 $313K - $407K
6.92K $1.17M
BXSL
Blackstone Secured Lending Fund

Financial Services
17.2K
+ 568.68%
$26.88 - $32.74 $464K - $565K
20.3K $623K
BOTZ
Global X Fds

ETFs
9.42K
+ 18.19%
$24.51 - $32.65 $231K - $307K
61.2K $2M
TROW
Price T Rowe Group Inc

Financial Services
5.12K
+ 84.79%
$80.27 - $98.06 $411K - $502K
11.2K $1.08M
ADMA
Adma Biologics, Inc.

Healthcare
28.7K
+ 12255.98%
$17.6 - $24.51 $505K - $703K
28.9K $526K
ES
Eversource Energy

Utilities
7.62K
+ 33.77%
$54.25 - $65.89 $413K - $502K
30.2K $1.92M
DUOL
Duolingo, Inc.

Technology
1.16K
+ 266.97%
$292.88 - $540.68 $339K - $625K
1.59K $651K
VT
Vanguard Total World Stk Index

ETFs
960
+ 3.08%
$103.16 - $128.52 $99K - $123K
32.2K $4.13M
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.41K
+ 8.56%
$39.43 - $49.34 $174K - $217K
55.9K $2.64M
PSC
Principal ETF U.S. Small Cap M

ETFs
6.86K
+ 21.77%
$43.14 - $53.28 $296K - $365K
38.4K $2.04M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
8.96K
+ 175.45%
$50.46 - $58.08 $452K - $520K
14.1K $808K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
13.5K
+ 2.66%
$22.36 - $23.73 $302K - $320K
521K $12.4M
RGTI
Rigetti Computing, Inc.

Technology
34.3K
+ 133.92%
$7.5 - $14.29 $257K - $490K
59.9K $709K
NBIX
Neurocrine Biosciences Inc

Healthcare
3.09K
+ 40.54%
$87.54 - $128.18 $271K - $396K
10.7K $1.35M
NKE
Nike, Inc.

Consumer Cyclical
197
+ 0.31%
$53.27 - $72.04 $10.5K - $14.2K
64.2K $4.56M
NOG
Northern Oil & Gas, Inc.

Energy
17.5K
+ 2342.06%
$20.6 - $32.16 $361K - $564K
18.3K $518K
RBLX
Roblox Corp

Communication Services
138
+ 1.35%
$51.22 - $105.59 $7.07K - $14.6K
10.4K $1.09M
DGX
Quest Diagnostics Inc

Healthcare
3.6K
+ 37.85%
N/A
13.1K $1.8M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.34K
+ 4.36%
$73.19 - $85.21 $245K - $285K
80K $6.82M
BWA
Borgwarner Inc

Consumer Cyclical
9.87K
+ 29.99%
$24.84 - $33.92 $245K - $335K
42.8K $1.43M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
508
+ 8.5%
$468.22 - $566.51 $238K - $288K
6.48K $3.67M
PSLV
Sprott Physical Silver Trust

Financial Services
36K
+ 52.98%
$9.98 - $12.51 $359K - $450K
104K $1.27M
VDC
Vanguard Consumer Staples ETF

ETFs
2.2K
+ 23.25%
$204.89 - $224.73 $452K - $495K
11.7K $2.56M
AGOX
Starboard Invt Tr

ETFs
8.62K
+ 19.55%
$23.19 - $29.58 $200K - $255K
52.7K $1.56M
RYAAY
Ryanair Holdings PLC

Industrials
8.17K
+ 1423.52%
$39.21 - $57.84 $320K - $473K
8.75K $504K
LRN
Stride, Inc.

Consumer Defensive
2.65K
+ 51.72%
$124.45 - $160.72 $330K - $426K
7.77K $1.13M
VTRS
Viatris Inc

Healthcare
52.5K
+ 201.35%
$7.26 - $9.12 $381K - $478K
78.5K $701K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.01K
+ 4.68%
$106.81 - $136.49 $108K - $138K
22.6K $3.08M
HSBC
Hsbc Holdings PLC

Financial Services
6.64K
+ 33.93%
$46.68 - $61.09 $310K - $406K
26.2K $1.59M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.21K
+ 61.17%
$70.56 - $92.75 $297K - $391K
11.1K $996K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
10K
+ 33.76%
$37.32 - $42.19 $374K - $422K
39.7K $1.67M
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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