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
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
921
+ 1.1%
$70.83 - $76.62 $65.2K - $70.6K
84.8K $6.02M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.49K
+ 4.18%
$81.1 - $94.7 $121K - $141K
37.2K $3.01M
RYLD
Global X Fds Russell 2000 Cove

ETFs
417
+ 0.25%
$14.93 - $16.85 $6.23K - $7.03K
169K $2.56M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.3K
+ 1.26%
$32.57 - $35.82 $367K - $404K
906K $30M
PRU
Prudential Financial Inc

Financial Services
41
+ 0.13%
$105.04 - $122.33 $4.31K - $5.02K
32.4K $3.62M
POWL
Powell Industries Inc

Industrials
461
+ 7.88%
$155.56 - $311.38 $71.7K - $144K
6.31K $1.07M
XPO
Xpo Logistics, Inc.

Industrials
355
+ 3.21%
$106.12 - $148.16 $37.7K - $52.6K
11.4K $1.23M
TTD
Trade Desk, Inc.

Technology
18.3K
+ 91.84%
$53.59 - $126.58 $979K - $2.31M
38.2K $2.09M
NXE
Nex Gen Energy Ltd.

Energy
10.3K
+ 7.27%
$4.49 - $7.49 $46.1K - $76.9K
151K $679K
SOFI
So Fi Technologies, Inc.

Financial Services
31.4K
+ 19.12%
$11.18 - $18.03 $351K - $565K
195K $2.27M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
186
+ 5.08%
$283.06 - $421.16 $52.6K - $78.3K
3.85K $1.09M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.47K
+ 3.05%
$62.43 - $84.12 $91.9K - $124K
49.8K $3.24M
DEO
Diageo PLC

Consumer Defensive
634
+ 3.34%
$104.79 - $126.12 $66.4K - $80K
19.6K $2.06M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
978
+ 2.37%
$126.86 - $146.45 $124K - $143K
42.3K $5.37M
SOUN
Soundhound Ai, Inc.

Technology
4.69K
+ 12.91%
$8.12 - $20.62 $38.1K - $96.7K
41K $333K
DIS
Walt Disney CO

Communication Services
12.1K
+ 9.66%
$96.87 - $114.0 $1.18M - $1.38M
138K $13.6M
EME
Emcor Group, Inc.

Industrials
1.74K
+ 13.85%
$361.16 - $535.99 $630K - $935K
14.3K $5.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
28.2K
+ 9.71%
$92.71 - $107.38 $2.62M - $3.03M
319K $29.6M
UAL
United Airlines Holdings, Inc.

Industrials
45
+ 0.29%
$69.05 - $110.52 $3.11K - $4.97K
15.7K $1.08M
CLF
Cleveland Cliffs Inc.

Basic Materials
18K
+ 3.58%
$8.22 - $12.02 $148K - $216K
521K $4.28M
DAL
Delta Air Lines, Inc.

Industrials
3.89K
+ 10.66%
$43.6 - $69.06 $170K - $269K
40.4K $1.76M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
61
+ 0.39%
$333.37 - $384.99 $20.3K - $23.5K
15.6K $5.21M
PWR
Quanta Services, Inc.

Industrials
1.74K
+ 11.67%
$236.71 - $358.03 $411K - $622K
16.6K $4.22M
BBY
Best Buy CO Inc

Consumer Cyclical
4.08K
+ 6.29%
$70.3 - $91.1 $287K - $372K
68.9K $5.07M
EIX
Edison International

Utilities
13.6K
+ 21.99%
$50.06 - $80.01 $680K - $1.09M
75.4K $4.44M
DFAS
Dimensional ETF Tr U S Small C

ETFs
101
+ 0.09%
$58.81 - $68.2 $5.94K - $6.89K
114K $6.79M
AAON
Aaon, Inc.

Industrials
294
+ 1.84%
$73.52 - $136.95 $21.6K - $40.3K
16.3K $1.27M
MSI
Motorola Solutions, Inc.

Technology
219
+ 0.74%
$411.73 - $482.1 $90.2K - $106K
30K $13.1M
IGV
Ishares Expanded Tech Software

ETFs
4.57K
+ 4.87%
$88.3 - $107.83 $403K - $493K
98.3K $8.75M
AMP
Ameriprise Financial Inc

Financial Services
48
+ 0.35%
$472.29 - $575.13 $22.7K - $27.6K
13.7K $6.65M
FXR
First Trust Industrials/Produc

ETFs
11.8K
+ 4.06%
$68.3 - $79.81 $804K - $940K
302K $21M
VXF
Vanguard Extended Market ETF

ETFs
3.86K
+ 4.92%
$170.36 - $201.04 $657K - $775K
82.3K $14.2M
VST
Vistra Corp.

Utilities
13.3K
+ 11.7%
$108.49 - $191.89 $1.44M - $2.55M
127K $14.9M
APO
Apollo Global Management, Inc.

Financial Services
390
+ 1.31%
$126.01 - $172.06 $49.1K - $67.1K
30.2K $4.13M
HD
Home Depot, Inc.

Consumer Cyclical
10K
+ 5.06%
$347.25 - $424.87 $3.49M - $4.27M
209K $76.5M
OWL
Blue Owl Capital Inc.

Financial Services
6.66K
+ 2.28%
$18.49 - $26.68 $123K - $178K
298K $5.98M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.47K
+ 4.76%
$192.82 - $222.1 $1.05M - $1.21M
120K $23.2M
WST
West Pharmaceutical Services Inc

Healthcare
3.55K
+ 20.78%
$199.11 - $347.87 $708K - $1.24M
20.7K $4.62M
HPQ
Hp Inc

Technology
6.89K
+ 2.67%
$27.69 - $34.72 $191K - $239K
265K $7.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18.9K
+ 13.82%
$165.25 - $224.62 $3.13M - $4.25M
156K $25.9M
MAR
Marriott International Inc

Consumer Cyclical
219
+ 0.69%
$237.01 - $304.45 $51.9K - $66.7K
32.1K $7.66M
VBR
Vanguard Small Cap Value ETF

ETFs
1.12K
+ 0.79%
$183.02 - $207.75 $205K - $232K
142K $26.4M
BX
Blackstone Inc.

Financial Services
7.82K
+ 9.07%
$136.53 - $186.74 $1.07M - $1.46M
94.1K $13.1M
SPYG
Spdr Portfolio

ETFs
5.48K
+ 1.7%
$80.05 - $92.39 $439K - $506K
328K $26.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
149K
+ 8.02%
$92.45 - $106.69 $13.8M - $15.9M
2.01M $186M
IYW
Ishares Dj Us Tech ETF

ETFs
49.1K
+ 9.32%
$140.44 - $166.79 $6.9M - $8.19M
576K $80.8M
MRVL
Marvell Technology, Inc.

Technology
41.2K
+ 27.98%
$61.57 - $126.06 $2.54M - $5.19M
188K $11.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.4K
+ 2.96%
$507.05 - $563.67 $7.3M - $8.11M
501K $257M
ORCL
Oracle Corp

Technology
21K
+ 4.11%
$139.81 - $186.47 $2.94M - $3.92M
533K $74.5M
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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