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
VOE
Vanguard Mid Cap Value Index F

ETFs
25.7K
+ 16.35%
$141.87 - $164.49 $3.64M - $4.23M
183K $30.1M
GLDM
World Gold Trust

ETFs
68.8K
+ 82.06%
$58.96 - $67.97 $4.06M - $4.68M
153K $10M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
43.9K
+ 5.98%
$27.65 - $36.12 $1.21M - $1.58M
778K $28.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
83.8K
+ 19.16%
$47.46 - $55.3 $3.98M - $4.64M
521K $28.7M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
19.5K
+ 28.42%
$66.89 - $111.18 $1.3M - $2.17M
88.1K $9.79M
PJUL
Innovator U.S. Equity Power Bu

ETFs
101K
+ 123.75%
$37.66 - $43.85 $3.82M - $4.45M
183K $8.04M
COST
Costco Wholesale Corp

Consumer Defensive
922
+ 1.07%
$908.13 - $1056.85 $837K - $974K
87.4K $86.5M
MBB
Ishares Tr

ETFs
49.6K
+ 8.27%
$91.41 - $94.22 $4.54M - $4.68M
650K $61M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
65.1K
+ 76.82%
$65.75 - $71.57 $4.28M - $4.66M
150K $10.7M
KKR
Kkr & Co. Inc.

Financial Services
24.3K
+ 29.36%
$92.79 - $134.29 $2.25M - $3.26M
107K $14.2M
SPOT
Spotify Technology S.A.

Communication Services
3.41K
+ 36.93%
$503.3 - $775.9 $1.72M - $2.65M
12.7K $9.71M
TJX
Tjx Companies Inc

Consumer Cyclical
31.4K
+ 7.15%
$119.13 - $135.03 $3.74M - $4.23M
470K $58M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
90.7K
+ 27.64%
$50.34 - $51.86 $4.57M - $4.71M
419K $21.5M
IGLB
Ishares 10+ Year Investment Gr

ETFs
90.9K
+ 2197.94%
$47.55 - $50.44 $4.32M - $4.59M
95K $4.77M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
162K
+ 53.42%
$23.19 - $25.35 $3.76M - $4.11M
466K $11.8M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
118K
+ 189.11%
$32.99 - $38.56 $3.9M - $4.56M
181K $6.86M
ADI
Analog Devices Inc

Technology
5.38K
+ 6.06%
$164.6 - $238.02 $885K - $1.28M
94K $22.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
51.4K
+ 38.06%
$55.54 - $69.09 $2.85M - $3.55M
186K $12.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
42.7K
+ 5.43%
$96.84 - $99.46 $4.13M - $4.24M
829K $82.2M
JHMM
John Hancock Multifactor Mid C

ETFs
68.1K
+ 99.67%
$50.32 - $61.13 $3.43M - $4.16M
136K $8.34M
CDNS
Cadence Design Systems Inc

Technology
9.81K
+ 39.26%
$231.64 - $323.08 $2.27M - $3.17M
34.8K $10.7M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
124K
+ 93.63%
$34.58 - $34.88 $4.28M - $4.32M
256K $8.93M
IWB
Ishares Tr Russell 1000 ETF

ETFs
984
+ 0.81%
$272.36 - $339.57 $268K - $334K
123K $41.8M
DIS
Walt Disney CO

Communication Services
6.79K
+ 4.92%
$81.72 - $124.01 $555K - $842K
145K $17.9M
USMC
Principal ETF U S Mega Cap

ETFs
44.1K
+ 16.27%
$50.94 - $62.56 $2.25M - $2.76M
315K $19.7M
MS
Morgan Stanley

Financial Services
5.79K
+ 4.01%
$99.83 - $140.86 $578K - $815K
150K $21.1M
URTH
Ishares Msci World ETF

ETFs
25.4K
+ 70466.67%
$136.3 - $169.38 $3.46M - $4.3M
25.4K $4.3M
MFC
Manulife Financial Corp

Financial Services
133K
+ 422.54%
$26.93 - $32.44 $3.58M - $4.31M
164K $5.25M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
34.5K
+ 29.3%
$116.93 - $119.39 $4.04M - $4.12M
152K $18.2M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
81.6K
+ 108865.33%
$44.42 - $51.46 $3.63M - $4.2M
81.7K $4.19M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
82.1K
+ 86.86%
$49.57 - $50.27 $4.07M - $4.12M
177K $8.87M
IEF
Ishares Barclays

ETFs
42.3K
+ 23.31%
$93.15 - $96.56 $3.94M - $4.08M
224K $21.4M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
53.1K
+ 7.71%
$27.46 - $33.2 $1.46M - $1.76M
742K $24.6M
BRO
Brown & Brown, Inc.

Financial Services
38.7K
+ 203.96%
$104.48 - $124.43 $4.04M - $4.81M
57.7K $6.39M
DGRO
Ishares Core Dividend Growth E

ETFs
39.8K
+ 5.8%
$55.22 - $63.94 $2.2M - $2.54M
726K $46.4M
EMR
Emerson Electric CO

Industrials
19.6K
+ 33.1%
$94.15 - $133.33 $1.85M - $2.62M
78.9K $10.5M
XLC
Select Sector Spdr Tr Communic

ETFs
19.7K
+ 12.71%
$86.13 - $108.53 $1.7M - $2.14M
175K $19M
RTX
Raytheon Technologies Corp

Industrials
13.1K
+ 8.4%
$113.75 - $148.48 $1.49M - $1.94M
169K $24.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
143
+ 5.37%
$4164.15 - $5789.24 $595K - $828K
2.81K $16.3M
BA
Boeing CO

Industrials
3.66K
+ 4.46%
$136.59 - $217.51 $500K - $797K
85.7K $18M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
85.3K
+ 13.95%
$44.68 - $45.96 $3.81M - $3.92M
697K $31.9M
FDLO
Fidelity Covington Tr Low Vola

ETFs
58.3K
+ 49.47%
$54.44 - $62.8 $3.17M - $3.66M
176K $11.1M
FXU
First Tr Exchange Traded Fd Ut

ETFs
75.4K
+ 16.2%
$37.86 - $43.29 $2.86M - $3.27M
541K $22.9M
ET
Energy Transfer LP

Energy
225K
+ 40.29%
$15.65 - $18.93 $3.53M - $4.26M
784K $14.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
57.9K
+ 394.37%
$56.84 - $65.5 $3.29M - $3.79M
72.6K $4.75M
PSX
Phillips 66

Energy
34.6K
+ 42.44%
$92.87 - $125.73 $3.21M - $4.35M
116K $13.9M
EBAY
Ebay Inc

Consumer Cyclical
44.9K
+ 70.39%
$59.52 - $79.36 $2.67M - $3.56M
109K $8.08M
XLG
Invesco Exchange Traded Fd Tr

ETFs
52.5K
+ 31.68%
$40.94 - $52.1 $2.15M - $2.73M
218K $11.4M
PPA
Invesco Exchange Traded Fd Tr

ETFs
25.2K
+ 506.89%
$105.2 - $141.69 $2.65M - $3.57M
30.2K $4.28M
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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