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
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
9.11K
+ 174.38%
$20.31 - $24.1 $185K - $220K
14.3K $345K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
9.96K
+ 17.23%
$12.25 - $15.47 $122K - $154K
67.8K $1.05M
PHM
Pultegroup Inc

Consumer Cyclical
1.21K
+ 3.51%
$92.02 - $106.54 $111K - $129K
35.7K $3.77M
FITB
Fifth Third Bancorp

Financial Services
3.29K
+ 7.58%
$33.32 - $41.51 $110K - $137K
46.8K $1.92M
LMAT
Lemaitre Vascular Inc

Healthcare
2.64K
+ 904.45%
$77.89 - $92.6 $206K - $245K
2.93K $243K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
9.8K
+ 6.31%
$23.03 - $23.64 $226K - $232K
165K $3.87M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.55K
+ 63.94%
$53.5 - $71.62 $137K - $183K
6.55K $468K
IAK
Ishares Tr

ETFs
2.23K
+ 9.08%
$122.44 - $138.47 $273K - $309K
26.8K $3.6M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
5.19K
+ 52.22%
$33.11 - $37.79 $172K - $196K
15.1K $571K
PNQI
Invesco Nasdaq Internet ETF

ETFs
3.8K
+ 178.59%
$39.02 - $52.21 $148K - $198K
5.92K $309K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
9.35K
+ 6.17%
$23.2 - $23.63 $217K - $221K
161K $3.79M
NEU
Newmarket Corp

Basic Materials
216
+ 42.44%
$519.95 - $690.86 $112K - $149K
725 $500K
NTRS
Northern Trust Corp

Financial Services
589
+ 12.11%
$84.45 - $126.79 $49.7K - $74.7K
5.45K $691K
AOS
Smith A O Corp

Industrials
3.23K
+ 203.6%
$59.63 - $70.52 $192K - $228K
4.81K $315K
SCHC
Schwab Strategic Tr Intl Small

ETFs
759
+ 2.86%
$32.41 - $42.59 $24.6K - $32.3K
27.3K $1.16M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.14K
+ 68.02%
$43.28 - $50.37 $179K - $208K
10.2K $512K
ACT
Enact Holdings, Inc.

Financial Services
4.97K
+ 49.96%
$31.91 - $37.44 $159K - $186K
14.9K $554K
FCNCA
First Citizens Bancshares Inc

Financial Services
94
+ 37.15%
$1561.69 - $1966.55 $147K - $185K
347 $678K
ARCC
Ares Capital Corp

Financial Services
10.6K
+ 8.85%
$18.91 - $22.43 $200K - $238K
130K $2.86M
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.93K
+ 7315.0%
$54.6 - $70.83 $160K - $207K
2.97K $210K
GBDC
Golub Capital Bdc, Inc.

Financial Services
15.7K
+ 35.97%
$13.03 - $15.28 $204K - $239K
59.2K $867K
OSK
Oshkosh Corp

Industrials
1.81K
+ 1207.33%
$79.17 - $113.62 $143K - $206K
1.96K $222K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.7K
+ 23.1%
$24.12 - $25.48 $186K - $196K
41K $1.05M
TD
Toronto Dominion Bank

Financial Services
1.62K
+ 25.28%
$55.71 - $73.45 $90.4K - $119K
8.04K $590K
ISVL
Ishares Tr Intl Developed Smal
428
+ 1.13%
$33.31 - $42.11 $14.3K - $18K
38.4K $1.61M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
16.7K
+ 797.85%
$11.11 - $14.46 $186K - $241K
18.8K $235K
SSB
South State Corp

Financial Services
2.23K
+ 112.15%
$80.59 - $94.67 $180K - $211K
4.23K $388K
IDCC
Inter Digital, Inc.

Communication Services
601
+ 15.37%
$183.37 - $234.7 $110K - $141K
4.51K $1.01M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
7.29K
+ 1007.88%
$21.8 - $27.71 $159K - $202K
8.01K $220K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
7.92K
+ 5.61%
$24.37 - $24.56 $193K - $194K
149K $3.66M
CHTR
Charter Communications, Inc.

Communication Services
425
+ 61.95%
$321.68 - $427.25 $137K - $182K
1.11K $454K
FE
Firstenergy Corp

Utilities
5.12K
+ 18.26%
$38.31 - $43.17 $196K - $221K
33.2K $1.34M
ARW
Arrow Electronics Inc

Technology
1.57K
+ 3728.57%
$90.32 - $128.28 $141K - $201K
1.61K $204K
RIO
Rio Tinto PLC

Basic Materials
5.49K
+ 8.04%
$52.32 - $62.75 $287K - $345K
73.9K $4.31M
VRSN
Verisign Inc

Technology
193
+ 4.68%
$234.49 - $288.8 $45.3K - $55.7K
4.32K $1.25M
DTM
Dt Midstream, Inc.

Energy
153
+ 1.12%
$87.23 - $109.91 $13.3K - $16.8K
13.8K $1.51M
FMC
Fmc Corp

Basic Materials
5.31K
+ 10.08%
$33.98 - $44.06 $180K - $234K
57.9K $2.42M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.54K
+ 9.04%
$58.13 - $69.92 $89.2K - $107K
18.5K $1.29M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.98K
+ 17.51%
$46.39 - $47.84 $185K - $190K
26.7K $1.28M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.5K
+ 7.27%
$24.14 - $25.43 $255K - $268K
156K $3.85M
JOBY
Joby Aviation, Inc.

Industrials
13.8K
+ 123.6%
$5.33 - $10.55 $73.7K - $146K
25K $264K
BALL
Ball Corp

Consumer Cyclical
3.42K
+ 305.0%
$44.94 - $56.99 $154K - $195K
4.54K $254K
CCL
Carnival Corp

Consumer Cyclical
313
+ 1.44%
$16.43 - $28.12 $5.14K - $8.8K
22.1K $620K
FDS
Factset Research Systems Inc

Financial Services
526
+ 9.76%
$398.85 - $473.32 $210K - $249K
5.92K $2.65M
FUBO
Fubo Tv Inc.

Communication Services
50.2K
+ 3344.73%
$2.42 - $3.86 $121K - $194K
51.7K $199K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.66K
+ 1.2%
$51.1 - $53.29 $84.8K - $88.5K
140K $7.48M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
1.03K
+ 2.12%
$28.53 - $35.69 $29.4K - $36.8K
49.8K $1.78M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
146
+ 0.2%
$27.79 - $34.16 $4.06K - $4.99K
72.4K $2.46M
ZM
Zoom Video Communications, Inc.

Technology
2.05K
+ 25.65%
$66.7 - $84.62 $137K - $174K
10.1K $784K
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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