New Edge Advisors, LLC Incresed Positions in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
6.69K
+ 9.67%
$258.59 - $327.36 $1.73M - $2.19M
75.8K $23.6M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
166K
+ 731.07%
$32.01 - $34.37 $5.32M - $5.71M
189K $6.32M
KLAC
Kla Corp

Technology
7.22K
+ 54.95%
$636.62 - $777.63 $4.6M - $5.61M
20.4K $13.8M
AVDE
American Centy ETF Tr Avantis

ETFs
76.1K
+ 91.2%
$60.63 - $68.55 $4.61M - $5.22M
160K $10.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
112K
+ 19.93%
$33.84 - $37.77 $3.79M - $4.23M
674K $24.6M
RDVY
First Trust Rising Dividend Ac

ETFs
99.2K
+ 12.41%
$57.22 - $63.39 $5.67M - $6.29M
898K $52.6M
CGDV
Capital Group Divid Value ETF

ETFs
137K
+ 12.26%
$34.95 - $37.36 $4.79M - $5.12M
1.25M $44.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
102K
+ 30.42%
$53.6 - $58.97 $5.47M - $6.02M
438K $24M
USFR
Wisdomtree Floating Rate Treas

ETFs
96.6K
+ 128.59%
$50.29 - $50.5 $4.86M - $4.88M
172K $8.64M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
95K
+ 22.67%
$49.78 - $53.19 $4.73M - $5.05M
514K $26.3M
PGR
Progressive Corp

Financial Services
8.28K
+ 15.45%
$235.61 - $291.22 $1.95M - $2.41M
61.9K $17.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.94K
+ 10.45%
$80.53 - $147.57 $639K - $1.17M
83.9K $11.1M
CGXU
Capital Group Intl Focus Equit

ETFs
197K
+ 20.03%
$24.48 - $26.59 $4.83M - $5.25M
1.18M $29M
USMC
Principal ETF U S Mega Cap

ETFs
91.4K
+ 50.84%
$55.72 - $63.13 $5.1M - $5.77M
271K $15.4M
COST
Costco Wholesale Corp

Consumer Defensive
2.23K
+ 2.65%
$890.62 - $1076.86 $1.99M - $2.4M
86.5K $81.8M
SHV
Ishares Tr

ETFs
40.2K
+ 76.23%
$110.11 - $110.51 $4.42M - $4.44M
92.9K $10.3M
DVYE
Ishares Emerging Markets Divid

ETFs
159K
+ 347.16%
$25.08 - $27.99 $3.98M - $4.44M
204K $5.58M
AVEM
American Centy ETF Tr Avantis

ETFs
71K
+ 90.08%
$57.11 - $62.4 $4.06M - $4.43M
150K $9.02M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
50.2K
+ 45.14%
N/A
161K $13.8M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
154K
+ 27.2%
$25.06 - $25.98 $3.86M - $4.01M
721K $18.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
37.4K
+ 3.88%
$71.17 - $73.66 $2.66M - $2.76M
1M $73.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
83.5K
+ 46.55%
$50.48 - $51.04 $4.21M - $4.26M
263K $13.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
59.5K
+ 11.29%
$78.0 - $84.37 $4.64M - $5.02M
586K $46.8M
CVS
Cvs Health Corp

Healthcare
41.9K
+ 73.07%
$44.22 - $68.64 $1.85M - $2.87M
99.2K $6.72M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
164K
+ 31.28%
$29.68 - $32.59 $4.87M - $5.35M
689K $20.6M
SLV
I Shares Silver Trust

ETFs
77.2K
+ 22.15%
$26.93 - $31.32 $2.08M - $2.42M
426K $13.2M
AMAT
Applied Materials Inc

Technology
56.8K
+ 23.46%
$145.06 - $195.51 $8.24M - $11.1M
299K $43.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
34.8K
+ 241.23%
$119.38 - $161.42 $4.16M - $5.62M
49.2K $5.88M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
207K
+ 10.15%
$18.54 - $18.88 $3.84M - $3.91M
2.25M $42M
ABT
Abbott Laboratories

Healthcare
3.81K
+ 2.22%
$111.1 - $140.22 $423K - $534K
176K $23.3M
ISRG
Intuitive Surgical Inc

Healthcare
8.37K
+ 67.3%
$476.63 - $610.45 $3.99M - $5.11M
20.8K $10.3M
VTV
Vanguard Value ETF

ETFs
4.45K
+ 0.51%
$167.73 - $179.21 $746K - $797K
873K $151M
MDT
Medtronic PLC

Healthcare
19K
+ 9.55%
$79.84 - $94.5 $1.51M - $1.79M
218K $19.6M
GLDM
World Gold Trust

ETFs
53.3K
+ 174.81%
$52.19 - $61.89 $2.78M - $3.3M
83.8K $5.19M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
177K
+ 91.52%
$19.8 - $19.97 $3.5M - $3.53M
370K $7.36M
GE
General Electric CO

Industrials
3.57K
+ 4.26%
$168.59 - $212.13 $602K - $758K
87.5K $17.5M
CMI
Cummins Inc

Industrials
14.5K
+ 47.83%
$312.92 - $386.07 $4.55M - $5.61M
44.9K $14.1M
FTSL
First Trust Senior Ln Fund

ETFs
78.8K
+ 40.56%
$45.65 - $46.48 $3.6M - $3.66M
273K $12.5M
MO
Altria Group, Inc.

Consumer Defensive
23.6K
+ 8.82%
$50.81 - $60.02 $1.2M - $1.41M
291K $17.4M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
55.3K
+ 348.85%
$59.15 - $62.71 $3.27M - $3.47M
71.2K $4.39M
IDV
Ishares Tr

ETFs
106K
+ 311.08%
$27.0 - $31.7 $2.87M - $3.37M
140K $4.35M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
125K
+ 6.23%
$22.41 - $23.19 $2.8M - $2.9M
2.13M $48.7M
IEV
Ishares Tr Europe ETF

ETFs
57.2K
+ 603.96%
$51.89 - $60.68 $2.97M - $3.47M
66.7K $3.88M
DDOG
Datadog, Inc.

Technology
37.4K
+ 502.18%
$98.68 - $151.89 $3.69M - $5.67M
44.8K $4.44M
ARES
Ares Management Corp

Financial Services
30.1K
+ 86.55%
$140.19 - $198.28 $4.23M - $5.98M
65K $9.53M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
133K
+ 375.26%
$24.21 - $25.09 $3.21M - $3.32M
168K $4.19M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
141K
+ 231.32%
$23.13 - $23.41 $3.25M - $3.29M
201K $4.68M
RTX
Raytheon Technologies Corp

Industrials
5.53K
+ 3.68%
$114.1 - $135.66 $630K - $750K
155K $20.6M
DUK
Duke Energy Corp

Utilities
8.71K
+ 5.74%
$105.87 - $121.97 $922K - $1.06M
160K $19.6M
Activity Summary
Buys All Purchases 1775 New Holdings 269 Increased Positions 1506 Sells All Sells 1307 Reductions 1307 Sold out 0 Options Calls 0 Puts 0
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