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
MTB
M&T Bank Corp

Financial Services
808
+ 5.69%
$156.58 - $193.99 $127K - $157K
15K $2.91M
DFAX
Dimensional ETF Tr
8.76K
+ 24.47%
$23.37 - $29.39 $205K - $258K
44.6K $1.31M
BUG
Global X Fds Cybersecurity ETF

ETFs
9.69K
+ 434.77%
$29.9 - $37.1 $290K - $360K
11.9K $442K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
14.6K
+ 281.24%
$18.53 - $24.21 $270K - $353K
19.8K $478K
IYG
Ishares Tr

ETFs
3.47K
+ 33.86%
$68.9 - $85.6 $239K - $297K
13.7K $1.17M
EQT
Eqt Corp

Energy
3.1K
+ 8.1%
$46.11 - $60.44 $143K - $187K
41.3K $2.41M
CALM
Cal Maine Foods Inc

Consumer Defensive
2.98K
+ 37.35%
$90.17 - $103.07 $269K - $307K
11K $1.09M
UBS
Ubs Group Ag

Financial Services
6.88K
+ 16.48%
$26.12 - $33.82 $180K - $233K
48.7K $1.65M
FLCH
Franklin Templeton ETF Tr

ETFs
13.2K
+ 6.26%
$17.74 - $21.96 $234K - $289K
223K $4.85M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.22K
+ 56.39%
$53.36 - $61.57 $278K - $321K
14.5K $891K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.79K
+ 35.85%
$126.62 - $154.26 $354K - $431K
10.6K $1.35M
CI
Cigna Corp

Healthcare
958
+ 4.5%
$301.89 - $340.04 $289K - $326K
22.2K $7.35M
KB
Kb Financial Group Inc.

Financial Services
90
+ 0.75%
$46.88 - $82.59 $4.22K - $7.43K
12.2K $1M
DAL
Delta Air Lines, Inc.

Industrials
2.53K
+ 6.26%
$35.88 - $52.99 $90.8K - $134K
43K $2.11M
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.05K
+ 16.34%
$37.08 - $42.26 $335K - $382K
64.4K $2.67M
KT
Kt Corp

Communication Services
13.8K
+ 67.69%
$16.71 - $20.78 $230K - $286K
34.2K $709K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.81K
+ 13.36%
$47.89 - $48.65 $326K - $331K
57.8K $2.81M
VONE
Vanguard Russell 1000 ETF

ETFs
393
+ 4.58%
$225.48 - $280.86 $88.6K - $110K
8.98K $2.52M
CIEN
Ciena Corp

Technology
3.89K
+ 326.36%
$53.5 - $83.89 $208K - $326K
5.08K $412K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
319
+ 16.86%
$328.01 - $475.68 $105K - $152K
2.21K $1.03M
RDN
Radian Group Inc

Financial Services
9.3K
+ 1066.17%
$30.48 - $36.53 $283K - $340K
10.2K $366K
TWLO
Twilio Inc

Communication Services
1.84K
+ 46.86%
$81.34 - $124.36 $150K - $229K
5.77K $717K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
8.55K
+ 21.91%
$20.94 - $26.47 $179K - $226K
47.6K $1.26M
WIT
Wipro LTD

Technology
114K
+ 42.0%
$2.7 - $3.09 $307K - $351K
384K $1.16M
VVR
Invesco Senior Income Trust

Financial Services
86.5K
+ 180.51%
$3.31 - $3.8 $286K - $329K
134K $510K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
6.7K
+ 294.16%
$37.93 - $47.69 $254K - $320K
8.98K $428K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
32.1K
+ 69.99%
$10.66 - $11.83 $342K - $379K
77.9K $865K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.73K
+ 299.75%
$54.81 - $67.78 $259K - $320K
6.3K $427K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
5.06K
+ 6.81%
$2.39 - $6.79 $12.1K - $34.3K
79.4K $538K
GPN
Global Payments Inc

Industrials
5.09K
+ 112.72%
$67.47 - $99.6 $343K - $507K
9.6K $768K
CNI
Canadian National Railway CO

Industrials
2.78K
+ 51.6%
$92.66 - $108.13 $257K - $300K
8.16K $848K
TECK
Teck Resources LTD

Basic Materials
8.01K
+ 4602.87%
$29.05 - $41.48 $233K - $332K
8.18K $330K
STRT
Strattec Security Corp

Consumer Cyclical
4.95K
+ 995.57%
$32.53 - $62.21 $161K - $308K
5.45K $338K
EXEL
Exelixis, Inc.

Healthcare
4.27K
+ 23.38%
$34.13 - $46.26 $146K - $197K
22.5K $992K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.39K
+ 1.43%
$44.8 - $53.97 $62.4K - $75.2K
99.1K $5.35M
CGNX
Cognex Corp

Technology
9.92K
+ 1832.9%
$23.27 - $32.07 $231K - $318K
10.5K $331K
INMU
Blackrock ETF Tr Ii Intermedia
13.8K
+ 26.2%
$22.95 - $23.7 $317K - $328K
66.6K $1.56M
EXI
Ishares Global Industrials ETF

ETFs
1.85K
+ 737.85%
$129.37 - $165.38 $240K - $306K
2.1K $347K
INFY
Infosys LTD

Technology
15.9K
+ 28.95%
$16.14 - $18.75 $257K - $298K
70.9K $1.31M
EUFN
Ishares Msci Europe Financials

ETFs
9.72K
+ 891.65%
$24.77 - $32.27 $241K - $314K
10.8K $341K
VAW
Vanguard Materials ETF

ETFs
1.55K
+ 119.55%
$163.82 - $196.64 $254K - $305K
2.85K $555K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.78K
+ 27.59%
$70.56 - $87.22 $196K - $243K
12.9K $1.12M
BMO
Bank Of Montreal

Financial Services
2.75K
+ 5614.29%
$87.54 - $110.63 $241K - $304K
2.8K $309K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
3.24K
+ 8.74%
$42.44 - $50.03 $138K - $162K
40.4K $2.02M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
5K
+ 14.89%
$34.78 - $43.42 $174K - $217K
38.6K $1.67M
AME
Ametek Inc

Industrials
1.56K
+ 65.04%
$151.41 - $182.75 $235K - $284K
3.95K $714K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.16K
+ 44.58%
$58.8 - $89.17 $127K - $192K
6.99K $623K
CRSP
Crispr Therapeutics Ag

Healthcare
5.21K
+ 154.36%
$31.27 - $48.64 $163K - $253K
8.58K $417K
ROL
Rollins Inc

Consumer Cyclical
5.29K
+ 370.52%
$50.65 - $58.58 $268K - $310K
6.72K $379K
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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