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
AVUS
American Centy ETF Tr Avantis

ETFs
36.7K
+ 74.28%
$90.7 - $101.57 $3.33M - $3.73M
86.1K $7.96M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
45.4K
+ 195.65%
$73.27 - $96.21 $3.32M - $4.37M
68.6K $5.02M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
110K
+ 74242.57%
$28.22 - $30.06 $3.1M - $3.3M
110K $3.14M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
70.7K
+ 150472.34%
$39.53 - $46.13 $2.8M - $3.26M
70.8K $3.11M
GBIL
Goldman Sachs Access Treasury

ETFs
30K
+ 15.74%
$99.85 - $100.19 $2.99M - $3M
221K $22.1M
MS
Morgan Stanley

Financial Services
34.3K
+ 31.19%
$111.68 - $141.08 $3.83M - $4.84M
144K $16.8M
MCD
Mcdonalds Corp

Consumer Cyclical
534
+ 0.43%
$279.74 - $321.29 $149K - $172K
125K $39.2M
ADP
Automatic Data Processing Inc

Industrials
1.39K
+ 0.71%
$286.85 - $318.64 $398K - $443K
197K $60.1M
MELI
Mercadolibre Inc

Consumer Cyclical
879
+ 18.42%
$1739.0 - $2260.0 $1.53M - $1.99M
5.65K $11M
QCOM
Qualcomm Inc

Technology
18.8K
+ 19.05%
$151.94 - $175.86 $2.86M - $3.31M
118K $18.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
35.4K
+ 3.57%
$42.5 - $46.71 $1.51M - $1.66M
1.03M $46.5M
FTCS
First Trust Capital Strength E

ETFs
27.7K
+ 16.01%
$86.39 - $91.35 $2.4M - $2.53M
201K $18M
IBDV
Ishares Tr

Technology
116K
+ 18.38%
$21.11 - $21.73 $2.45M - $2.52M
747K $16.2M
PG
Procter & Gamble CO

Consumer Defensive
11.7K
+ 4.31%
$158.56 - $176.26 $1.85M - $2.06M
283K $48.2M
TSCO
Tractor Supply CO

Consumer Cyclical
19.8K
+ 2.45%
$51.66 - $57.94 $1.02M - $1.15M
828K $45.6M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
117K
+ 755.16%
$21.73 - $23.02 $2.55M - $2.7M
133K $3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
44.9K
+ 91.68%
$59.97 - $70.03 $2.69M - $3.15M
93.9K $5.89M
PSA
Public Storage

Real Estate
8.89K
+ 6.25%
$288.99 - $313.98 $2.57M - $2.79M
151K $45.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
46.7K
+ 8.28%
$44.41 - $45.98 $2.08M - $2.15M
611K $27.9M
BA
Boeing CO

Industrials
17.5K
+ 27.13%
$148.15 - $186.25 $2.59M - $3.26M
82K $14M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
17.7K
+ 174.31%
$147.38 - $176.39 $2.61M - $3.12M
27.9K $4.23M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
31.3K
+ 477.61%
$78.12 - $83.7 $2.44M - $2.62M
37.8K $3.05M
NRG
Nrg Energy, Inc.

Utilities
25.2K
+ 146.19%
$84.82 - $113.33 $2.14M - $2.86M
42.5K $4.05M
IBHG
Ishares Tr Ibonds 2027 Term Hi
110K
+ 191.77%
$22.21 - $22.56 $2.44M - $2.47M
167K $3.73M
O
Realty Income Corp

Real Estate
34.8K
+ 38.16%
$51.67 - $58.49 $1.8M - $2.04M
126K $7.32M
VCIT
Vanguard Intermediate Term Cor

ETFs
22.4K
+ 5.47%
$79.17 - $82.04 $1.77M - $1.83M
431K $35.3M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
24K
+ 21.48%
$99.16 - $99.52 $2.38M - $2.39M
136K $13.5M
SHEL
Shell PLC

Energy
20.9K
+ 24.85%
$62.84 - $73.29 $1.31M - $1.53M
105K $7.69M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
18.1K
+ 5.93%
$78.97 - $85.82 $1.43M - $1.55M
324K $26.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16.5K
+ 4.06%
$48.65 - $53.06 $802K - $875K
423K $22M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
67.2K
+ 119.24%
$35.58 - $40.4 $2.39M - $2.71M
123K $4.52M
VGSH
Vanguard

ETFs
39.9K
+ 82.46%
$58.07 - $58.69 $2.32M - $2.34M
88.3K $5.18M
FTNT
Fortinet, Inc.

Technology
23.6K
+ 75.05%
$92.49 - $114.57 $2.19M - $2.71M
55.1K $5.3M
VTI
Vanguard Total Stock Market Et

ETFs
26.3K
+ 8.02%
$271.18 - $303.12 $7.13M - $7.97M
354K $97.2M
AVDV
American Centy ETF Tr Avantis

ETFs
26.3K
+ 25.94%
$63.74 - $71.96 $1.67M - $1.89M
127K $8.89M
CME
Cme Group Inc.

Financial Services
2.04K
+ 3.85%
$225.82 - $266.54 $461K - $545K
55.2K $14.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
31.4K
+ 30.23%
$58.01 - $64.46 $1.82M - $2.02M
135K $8.39M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
26.5K
+ 25.45%
$81.83 - $82.73 $2.17M - $2.2M
131K $10.8M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
66.6K
+ 378.75%
N/A
84.2K $2.87M
AFL
Aflac Inc

Financial Services
10.3K
+ 7.44%
$100.99 - $111.19 $1.04M - $1.15M
149K $16.5M
EMB
Ishares Tr

ETFs
21.2K
+ 12.35%
$88.64 - $92.03 $1.88M - $1.95M
193K $17.5M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
31.7K
+ 444.78%
$69.32 - $78.69 $2.2M - $2.5M
38.8K $2.71M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
33.3K
+ 41.14%
$61.23 - $63.33 $2.04M - $2.11M
114K $7.18M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
154K
+ 60.33%
$16.57 - $18.85 $2.55M - $2.9M
409K $6.81M
BP
Bp PLC

Energy
50.8K
+ 49.49%
$29.93 - $35.31 $1.52M - $1.79M
154K $5.19M
GILD
Gilead Sciences, Inc.

Healthcare
2.93K
+ 3.2%
$89.14 - $117.41 $261K - $344K
94.6K $10.6M
MCK
Mckesson Corp

Healthcare
1.03K
+ 7.39%
$566.21 - $672.99 $584K - $695K
15K $10.1M
BMY
Bristol Myers Squibb CO

Healthcare
21.9K
+ 13.04%
$53.9 - $63.11 $1.18M - $1.38M
190K $11.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.1K
+ 4.6%
$126.11 - $135.06 $1.65M - $1.77M
298K $38.4M
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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