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
IBTM
Ishares Tr Ibonds Dec 2032 Ter
17.9K
+ 5.23%
$22.46 - $23.12 $402K - $414K
360K $8.29M
IONQ
Ion Q, Inc.

Technology
3.83K
+ 27.28%
$20.68 - $48.04 $79.1K - $184K
17.9K $767K
MTG
Mgic Investment Corp

Financial Services
7.56K
+ 9.5%
$22.43 - $28.1 $170K - $213K
87.2K $2.43M
GWRE
Guidewire Software, Inc.

Technology
1.15K
+ 30.65%
$172.73 - $257.37 $199K - $296K
4.91K $1.16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.95K
+ 17.36%
$24.38 - $30.18 $243K - $300K
67.3K $2.03M
MEAR
Blackrock Short Maturity Munic

ETFs
8.74K
+ 7.28%
$49.74 - $50.27 $435K - $439K
129K $6.47M
LAMR
Lamar Advertising CO

Real Estate
1.14K
+ 2.88%
$102.35 - $121.67 $116K - $138K
40.7K $4.94M
SMBK
Smartfinancial Inc.

Financial Services
12.9K
+ 3556.08%
$27.11 - $33.78 $349K - $435K
13.2K $447K
WDC
Western Digital Corp

Technology
4.83K
+ 90.15%
$30.54 - $63.99 $148K - $309K
10.2K $652K
CELH
Celsius Holdings, Inc.

Consumer Defensive
3.98K
+ 17.18%
$33.89 - $46.39 $135K - $185K
27.1K $1.26M
PEGA
Pegasystems Inc

Technology
9.2K
+ 216.03%
$49.95 - $103.29 $460K - $951K
13.5K $728K
FOXA
Fox Corp

Communication Services
7.7K
+ 181.47%
$47.21 - $57.04 $363K - $439K
11.9K $669K
WDAY
Workday, Inc.

Technology
1.6K
+ 32.02%
$210.47 - $274.71 $337K - $440K
6.6K $1.58M
AMCR
Amcor PLC

Consumer Cyclical
46.1K
+ 272.52%
$8.57 - $9.81 $395K - $452K
63K $579K
VKTX
Viking Therapeutics, Inc.

Healthcare
15.4K
+ 659.73%
$19.98 - $29.49 $308K - $455K
17.8K $470K
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 13.33%
$725400.0 - $809350.0 $1.45M - $1.62M
17 $12.4M
CF
Cf Industries Holdings, Inc.

Basic Materials
1.56K
+ 8.09%
$68.47 - $102.48 $107K - $160K
20.9K $1.92M
WELL
Welltower Inc.

Real Estate
2.64K
+ 26.97%
$136.49 - $155.22 $360K - $410K
12.4K $1.91M
XYLD
Global X Fds S&P 500 Covered C

ETFs
11.3K
+ 20.6%
$35.62 - $39.64 $402K - $447K
66K $2.57M
SPG
Simon Property Group Inc

Real Estate
3.37K
+ 13.45%
$140.37 - $171.44 $473K - $578K
28.4K $4.57M
BTG
B2 Gold Corp

Basic Materials
112K
+ 2100.6%
$2.64 - $3.77 $295K - $421K
117K $422K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
36.6K
+ 52.24%
$10.51 - $11.34 $385K - $415K
107K $1.19M
NXPI
Nxp Semiconductors N.V.

Technology
931
+ 13.26%
$153.5 - $218.72 $143K - $204K
7.95K $1.74M
PPG
Ppg Industries Inc

Basic Materials
2.98K
+ 20.2%
$91.66 - $115.04 $273K - $343K
17.7K $2.02M
EW
Edwards Lifesciences Corp

Healthcare
2.67K
+ 8.08%
$67.07 - $78.22 $179K - $208K
35.6K $2.79M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
40.4K
+ 16.72%
$7.0 - $8.06 $283K - $326K
282K $2.27M
GTLB
Gitlab Inc.

Technology
8.81K
+ 35224.0%
$40.52 - $53.43 $357K - $471K
8.83K $398K
DD
Du Pont De Nemours, Inc.

Basic Materials
8.71K
+ 26.22%
$55.13 - $75.25 $480K - $655K
41.9K $2.87M
KMI
Kinder Morgan, Inc.

Energy
5.59K
+ 2.11%
$25.21 - $29.4 $141K - $164K
271K $7.96M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
40.4K
+ 23.89%
$10.29 - $11.24 $416K - $455K
210K $2.29M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.3K
+ 10.06%
$205.81 - $234.23 $268K - $304K
14.2K $3.32M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.24K
+ 1.75%
$75.05 - $77.34 $243K - $251K
188K $14.6M
SONY
Sony Group Corp

Technology
13.5K
+ 20.83%
$21.24 - $26.88 $286K - $362K
78K $2.03M
VFH
Vanguard Financial ETF

ETFs
1.81K
+ 8.84%
$104.87 - $127.3 $190K - $230K
22.3K $2.84M
PRU
Prudential Financial Inc

Financial Services
4.9K
+ 15.12%
$95.12 - $112.71 $466K - $552K
37.3K $4.01M
SHAK
Shake Shack Inc.

Consumer Cyclical
2.58K
+ 606.57%
$75.85 - $140.6 $196K - $363K
3.01K $423K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
17.3K
+ 20.64%
$99.37 - $134.05 $1.72M - $2.32M
101K $11.5M
RSG
Republic Services, Inc.

Industrials
1.04K
+ 3.64%
$227.2 - $258.07 $237K - $269K
29.7K $7.32M
DXCM
Dexcom Inc

Healthcare
258
+ 1.36%
$59.83 - $87.57 $15.4K - $22.6K
19.3K $1.68M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
4.89K
+ 1964.66%
$62.52 - $78.19 $306K - $383K
5.14K $399K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
27.7K
+ 134.31%
$13.25 - $14.85 $367K - $411K
48.3K $688K
ECL
Ecolab Inc.

Basic Materials
171
+ 0.82%
$225.65 - $270.95 $38.6K - $46.3K
21.1K $5.68M
CSGP
Costar Group, Inc.

Real Estate
4.7K
+ 318.74%
$72.62 - $83.22 $341K - $391K
6.17K $495K
O
Realty Income Corp

Real Estate
7.45K
+ 5.91%
$52.27 - $58.52 $390K - $436K
134K $7.7M
DFAU
Dimensional ETF Tr

ETFs
3.77K
+ 6.85%
$34.04 - $42.36 $128K - $160K
58.9K $2.49M
DOW
Dow Inc.

Basic Materials
64.6K
+ 40.82%
$25.81 - $34.89 $1.67M - $2.25M
223K $5.9M
FLR
Fluor Corp

Industrials
4.24K
+ 42.1%
$30.86 - $51.42 $131K - $218K
14.3K $734K
LVHD
Franklin U.S. Low Volatility H

ETFs
9.42K
+ 989.39%
$37.37 - $40.85 $352K - $385K
10.4K $413K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.77K
+ 15.68%
$47.63 - $60.01 $180K - $226K
27.8K $1.65M
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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