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
STIP
Ishares Barclays 0 5 Year Tips

ETFs
105K
+ 104.31%
$102.02 - $103.5 $10.7M - $10.9M
206K $21.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
182K
+ 61.79%
$45.88 - $54.4 $8.34M - $9.89M
476K $25.9M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
178K
+ 7.67%
$27.3 - $31.8 $4.85M - $5.65M
2.5M $79.3M
VO
Vanguard Mid Cap ETF

ETFs
15.2K
+ 5.5%
$228.54 - $279.83 $3.47M - $4.25M
291K $81.4M
GE
General Electric CO

Industrials
15.6K
+ 17.81%
$166.81 - $257.39 $2.6M - $4.01M
103K $26.5M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
263K
+ 312.36%
N/A
347K $11.8M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
173K
+ 157.22%
$49.79 - $50.59 $8.62M - $8.75M
283K $14.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
165K
+ 62.84%
$50.52 - $50.92 $8.33M - $8.4M
427K $21.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.66K
+ 6.2%
$321.63 - $509.31 $857K - $1.36M
45.6K $23.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
79.1K
+ 66.1%
$100.04 - $100.54 $7.91M - $7.95M
199K $20M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
155K
+ 115.85%
$47.42 - $51.67 $7.35M - $8.01M
289K $14.7M
MRVL
Marvell Technology, Inc.

Technology
61.9K
+ 32.85%
$49.38 - $79.97 $3.06M - $4.95M
250K $19.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
23K
+ 7.2%
$82.51 - $109.2 $1.89M - $2.51M
342K $37.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
79.5K
+ 197.22%
$81.46 - $94.63 $6.48M - $7.52M
120K $11.3M
C
Citigroup Inc

Financial Services
65.7K
+ 50.47%
$58.13 - $85.12 $3.82M - $5.59M
196K $16.7M
INTU
Intuit Inc

Technology
3.52K
+ 13.09%
$544.07 - $787.63 $1.91M - $2.77M
30.4K $23.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
61.2K
+ 5.95%
$39.89 - $49.46 $2.44M - $3.03M
1.09M $53.9M
CSCO
Cisco Systems, Inc.

Technology
60.1K
+ 14.91%
$53.19 - $69.38 $3.2M - $4.17M
463K $32.1M
SLV
I Shares Silver Trust

ETFs
194K
+ 45.53%
$27.08 - $33.74 $5.25M - $6.54M
620K $20.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
176K
+ 37.51%
$22.27 - $29.21 $3.92M - $5.15M
646K $18.9M
CCJ
Cameco Corp

Energy
25.8K
+ 16.51%
$36.68 - $74.46 $945K - $1.92M
182K $13.5M
EFG
Msci Eafe Growth ETF

ETFs
4.3K
+ 0.79%
$89.8 - $112.0 $386K - $481K
549K $61.4M
VB
Vanguard Small Cap ETF

ETFs
18.2K
+ 10.32%
$193.73 - $237.37 $3.53M - $4.32M
195K $46.1M
MSTR
Microstrategy Inc

Technology
3.42K
+ 7.36%
$237.95 - $421.61 $814K - $1.44M
49.9K $20.2M
HWM
Howmet Aerospace Inc.

Industrials
18.7K
+ 32.89%
$112.33 - $186.13 $2.1M - $3.48M
75.5K $14M
VGT
Vanguard Information Technolog

ETFs
5.77K
+ 31.09%
$470.37 - $663.28 $2.71M - $3.83M
24.3K $16.1M
PANW
Palo Alto Networks Inc

Technology
12.7K
+ 12.53%
$152.44 - $204.64 $1.93M - $2.59M
114K $23.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.48K
+ 2.79%
$216.28 - $284.39 $754K - $991K
128K $36.4M
BK
Bank Of New York Mellon Corp

Financial Services
26.6K
+ 5.47%
$73.31 - $91.62 $1.95M - $2.44M
513K $46.8M
RDVY
First Trust Rising Dividend Ac

ETFs
33.8K
+ 3.77%
$51.6 - $62.74 $1.75M - $2.12M
932K $58.5M
EOSE
Eos Energy Enterprises, Inc.

Industrials
716K
+ 43.22%
$3.3 - $7.11 $2.36M - $5.09M
2.37M $12.1M
MU
Micron Technology Inc

Technology
22.9K
+ 27.61%
$64.72 - $127.91 $1.48M - $2.93M
106K $13.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
40.1K
+ 3.63%
$35.9 - $43.76 $1.44M - $1.76M
1.15M $49.6M
CGXU
Capital Group Intl Focus Equit

ETFs
90.1K
+ 7.62%
$21.44 - $27.35 $1.93M - $2.46M
1.27M $34.5M
BAC
Bank Of America Corp

Financial Services
35.2K
+ 5.29%
$34.39 - $47.46 $1.21M - $1.67M
701K $33.2M
AXP
American Express CO

Financial Services
6.28K
+ 9.51%
$231.39 - $318.98 $1.45M - $2M
72.3K $23.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
14.8K
+ 87.04%
$179.95 - $278.88 $2.66M - $4.13M
31.8K $8.86M
HOOD
Robinhood Markets, Inc.

Technology
14.4K
+ 19.06%
$34.17 - $93.63 $491K - $1.34M
89.7K $8.4M
FPX
First Trust Us Equity Opportun

ETFs
33.9K
+ 387.92%
$99.2 - $144.91 $3.37M - $4.92M
42.7K $6.18M
IWP
Ishares Russell Mid Cap Growth

ETFs
27.4K
+ 43.2%
$104.34 - $138.68 $2.86M - $3.8M
90.9K $12.6M
XLK
Technology Sector Spdr

ETFs
3.94K
+ 4.44%
$179.73 - $253.23 $708K - $998K
92.6K $23.5M
KLAC
Kla Corp

Technology
804
+ 3.95%
$576.53 - $902.94 $464K - $726K
21.2K $19M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
46.7K
+ 37.17%
$57.46 - $75.58 $2.68M - $3.53M
172K $13M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
39.5K
+ 145.47%
$97.68 - $121.38 $3.86M - $4.79M
66.6K $8.09M
DELL
Dell Technologies Inc.

Technology
34.5K
+ 147.15%
$71.63 - $125.98 $2.47M - $4.35M
58K $7.11M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
65.5K
+ 54.11%
$72.12 - $76.23 $4.72M - $4.99M
186K $14.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
81.4K
+ 169.98%
$58.63 - $59.9 $4.77M - $4.88M
129K $7.73M
BOND
Pimco Active Bond Exchange Tra

ETFs
55.6K
+ 6.69%
$89.87 - $92.93 $4.99M - $5.16M
886K $81.7M
MOS
Mosaic CO

Basic Materials
132K
+ 7570.61%
$22.76 - $36.95 $3.01M - $4.89M
134K $4.89M
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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