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
RELX
Relx PLC

Communication Services
994
+ 2.82%
$45.31 - $55.66 $45K - $55.3K
36.3K $1.97M
QLYS
Qualys, Inc.

Technology
1.1K
+ 54.35%
$115.21 - $142.87 $127K - $157K
3.12K $446K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.09K
+ 15.53%
$50.06 - $80.8 $54.4K - $87.7K
8.08K $652K
AYI
Acuity Brands Inc

Industrials
500
+ 45.58%
$223.31 - $304.18 $112K - $152K
1.6K $476K
MKC
Mccormick & CO Inc

Consumer Defensive
4.51K
+ 19.0%
$71.11 - $82.25 $320K - $371K
28.2K $2.14M
EMHC
Spdr Bloomberg Emerging Market
5.58K
+ 5.11%
$23.06 - $24.61 $129K - $137K
115K $2.82M
FEX
First Tr Large Cap Core Alphde

ETFs
1.36K
+ 27.49%
$90.17 - $109.96 $122K - $149K
6.28K $690K
ROKU
Roku, Inc

Communication Services
759
+ 11.29%
$55.1 - $87.89 $41.8K - $66.7K
7.48K $657K
FNGS
Bank Of Montreal

ETFs
767
+ 8.84%
$44.91 - $65.15 $34.4K - $50K
9.44K $615K
DHI
Horton D R Inc

Consumer Cyclical
1.14K
+ 5.72%
$115.1 - $129.63 $131K - $147K
21K $2.71M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
885
+ 3.23%
$30.96 - $40.6 $27.4K - $35.9K
28.3K $1.14M
RY
Royal Bank Of Canada

Financial Services
309
+ 4.14%
$108.36 - $131.55 $33.5K - $40.6K
7.77K $1.02M
SNA
Snap On Inc

Industrials
1.12K
+ 17.27%
$292.36 - $342.2 $327K - $383K
7.61K $2.37M
EUSB
Ishares Tr Esg Advanced Total

Technology
3.92K
+ 12.59%
$42.54 - $43.56 $167K - $171K
35.1K $1.53M
PATH
Ui Path, Inc.

Technology
13.4K
+ 521.0%
$9.79 - $13.31 $131K - $178K
16K $204K
JEF
Jefferies Financial Group Inc.

Financial Services
2.75K
+ 11.85%
$41.06 - $56.09 $113K - $154K
26K $1.42M
NOC
Northrop Grumman Corp

Industrials
553
+ 6.65%
$456.3 - $540.39 $252K - $299K
8.87K $4.43M
LNC
Lincoln National Corp

Financial Services
6.69K
+ 15.84%
$28.95 - $37.27 $194K - $249K
48.9K $1.69M
BSCV
Invesco ETF Self Indexed Fd Tr
9.72K
+ 14.83%
$15.97 - $16.53 $155K - $161K
75.2K $1.24M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
549
+ 2.42%
$53.75 - $67.21 $29.5K - $36.9K
23.2K $1.54M
IQDF
Flexshares International Quali

ETFs
5.82K
+ 81.46%
$22.1 - $27.31 $129K - $159K
13K $351K
GNOM
Global X Fds Genomics & Biotec

ETFs
20.4K
+ 1359.93%
$6.97 - $8.49 $142K - $173K
21.9K $184K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
6.95K
+ 4.58%
$18.21 - $18.97 $126K - $132K
159K $3.01M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
7.38K
+ 21.35%
$12.82 - $18.15 $94.7K - $134K
42K $703K
CG
Carlyle Group Inc.

Financial Services
2.9K
+ 111.18%
$34.78 - $51.4 $101K - $149K
5.52K $283K
AES
Aes Corp

Utilities
59K
+ 24.8%
$9.63 - $12.55 $568K - $740K
297K $3.12M
AEE
Ameren Corp

Utilities
2.13K
+ 26.31%
$94.23 - $101.68 $200K - $216K
10.2K $979K
DOV
Dover Corp

Industrials
444
+ 3.86%
$151.14 - $186.7 $67.1K - $82.9K
11.9K $2.19M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
2.35K
+ 11.89%
$29.41 - $37.21 $69.1K - $87.5K
22.1K $823K
MLM
Martin Marietta Materials Inc

Basic Materials
7
+ 0.3%
$452.51 - $568.19 $3.17K - $3.98K
2.31K $1.27M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.16K
+ 1.83%
$47.29 - $53.34 $54.8K - $61.8K
64.6K $3.4M
VFC
V F Corp

Consumer Cyclical
15K
+ 530.02%
$9.74 - $16.39 $146K - $245K
17.8K $209K
LAND
Gladstone Land Corp

Real Estate
16.2K
+ 6470.4%
$8.95 - $10.51 $145K - $170K
16.4K $167K
BWAY
Brainsway Ltd.

Healthcare
6.84K
+ 34.48%
$7.86 - $13.15 $53.7K - $89.9K
26.7K $350K
PAPR
Innovator U.S. Equity Power Bu

ETFs
2.37K
+ 5.19%
$33.22 - $37.29 $78.9K - $88.5K
48.2K $1.8M
LRGF
Ishares Tr

ETFs
1.03K
+ 6.72%
$51.37 - $64.13 $53K - $66.2K
16.4K $1.05M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
586
+ 6.03%
$108.87 - $133.04 $63.8K - $78K
10.3K $1.37M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.44K
+ 11.64%
$33.46 - $41.33 $81.5K - $101K
23.4K $965K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
1.44K
+ 1348.6%
$90.58 - $109.05 $131K - $157K
1.55K $169K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.56K
+ 14.21%
$70.7 - $82.14 $110K - $128K
12.6K $1.03M
ACWI
Ishares Msci Acwi ETF

ETFs
186
+ 1.7%
$103.59 - $128.6 $19.3K - $23.9K
11.1K $1.43M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
993
+ 10.91%
$103.88 - $123.68 $103K - $123K
10.1K $1.25M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.15K
+ 32.82%
$24.54 - $25.07 $151K - $154K
24.9K $622K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.72K
+ 5.33%
$107.93 - $110.97 $185K - $191K
33.9K $3.73M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
3.03K
+ 5.94%
$50.29 - $50.56 $152K - $153K
54K $2.73M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
2.43K
+ 15.13%
$36.14 - $44.23 $87.7K - $107K
18.5K $816K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.26K
+ 18.16%
$72.61 - $88.75 $91.3K - $112K
8.19K $726K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
2.84K
+ 13.48%
$25.92 - $33.03 $73.6K - $93.8K
23.9K $789K
CBRE
Cbre Group, Inc.

Real Estate
822
+ 23.66%
$113.94 - $140.12 $93.7K - $115K
4.3K $601K
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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