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
PH
Parker Hannifin Corp

Industrials
3.51K
+ 25.65%
$517.23 - $700.54 $1.81M - $2.46M
17.2K $12M
SHV
Ishares Tr

ETFs
33.4K
+ 35.95%
$110.06 - $110.46 $3.68M - $3.69M
126K $13.9M
IAU
Ishares Gold Trust

ETFs
15.8K
+ 2.01%
$56.1 - $64.74 $885K - $1.02M
800K $49.9M
MA
Mastercard Inc

Financial Services
4.68K
+ 6.38%
$479.92 - $590.74 $2.25M - $2.77M
78.1K $43.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.39K
+ 8.88%
$376.48 - $440.65 $2.03M - $2.38M
66.1K $29.1M
FDMO
Fidelity Covington Tr Momentum

ETFs
46.1K
+ 373.91%
$58.0 - $75.86 $2.68M - $3.5M
58.5K $4.44M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
78.8K
+ 19.29%
$48.13 - $49.85 $3.79M - $3.93M
487K $23.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
18K
+ 6.59%
$82.17 - $99.96 $1.48M - $1.8M
292K $28.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
136K
+ 7.69%
$24.98 - $25.66 $3.4M - $3.49M
1.91M $48.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
46.3K
+ 4.62%
$72.02 - $73.82 $3.33M - $3.42M
1.05M $77.1M
APH
Amphenol Corp

Technology
22.4K
+ 55.38%
$59.09 - $98.75 $1.33M - $2.22M
62.9K $6.22M
IYK
Ishares U.S. Consumer Staples

ETFs
49.9K
+ 213.15%
$67.29 - $72.42 $3.36M - $3.61M
73.3K $5.17M
COF
Capital One Financial Corp

Financial Services
14K
+ 107.32%
$150.57 - $212.76 $2.11M - $2.99M
27.1K $5.77M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.97K
+ 1.73%
$219.76 - $276.94 $434K - $547K
116K $32.1M
JCI
Johnson Controls International PLC

Industrials
480
+ 0.36%
$71.14 - $105.62 $34.1K - $50.7K
132K $14M
IAPR
Innovator Etfs Tr Internationa

ETFs
113K
+ 565.4%
$25.9 - $29.24 $2.94M - $3.32M
134K $3.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
39.7K
+ 374.07%
$71.86 - $82.66 $2.85M - $3.28M
50.3K $4.16M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.6K
+ 2.14%
$71.28 - $83.74 $895K - $1.05M
599K $50.1M
AVDE
American Centy ETF Tr Avantis

ETFs
28K
+ 17.57%
$59.32 - $74.36 $1.66M - $2.08M
188K $13.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
50.7K
+ 9.86%
$45.11 - $52.34 $2.29M - $2.65M
565K $29.6M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
96.3K
+ 87.56%
$26.82 - $30.48 $2.58M - $2.94M
206K $6.29M
IWR
Ishares Russell Mid Cap ETF

ETFs
19.8K
+ 10.86%
$74.88 - $91.97 $1.48M - $1.82M
202K $18.6M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
194K
+ 104.17%
$13.96 - $16.51 $2.71M - $3.2M
380K $6.19M
EPD
Enterprise Products Partners L.P.

Energy
126K
+ 46.16%
$28.95 - $34.22 $3.65M - $4.32M
399K $12.4M
NFG
National Fuel Gas CO

Energy
35.2K
+ 646.81%
$73.0 - $86.01 $2.57M - $3.02M
40.6K $3.44M
TTWO
Take Two Interactive Software Inc

Communication Services
12K
+ 607.59%
$194.58 - $243.05 $2.34M - $2.92M
14K $3.4M
NI
Nisource Inc.

Utilities
73.7K
+ 241.55%
$37.11 - $40.64 $2.73M - $2.99M
104K $4.2M
IXP
Ishares Global Comm Services E

ETFs
25.8K
+ 611.08%
$88.17 - $112.32 $2.27M - $2.9M
30K $3.37M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
58.9K
+ 15098.97%
$25.35 - $64.65 $1.49M - $3.81M
59.3K $2.95M
HD
Home Depot, Inc.

Consumer Cyclical
7.94K
+ 3.8%
$335.24 - $380.78 $2.66M - $3.02M
217K $79.5M
SOFI
So Fi Technologies, Inc.

Financial Services
90.9K
+ 46.54%
$9.5 - $18.21 $864K - $1.66M
286K $5.21M
AMT
American Tower Corp

Real Estate
12K
+ 18.4%
$203.96 - $228.19 $2.45M - $2.74M
77.3K $17.1M
TPR
Tapestry, Inc.

Consumer Cyclical
21.9K
+ 40.08%
$60.6 - $87.81 $1.33M - $1.92M
76.5K $6.72M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
31.7K
+ 91.63%
$63.36 - $80.23 $2.01M - $2.54M
66.3K $5.32M
RWR
Spdr Dow Jones Reit ETF

ETFs
29.6K
+ 401.04%
$86.33 - $99.71 $2.55M - $2.95M
37K $3.56M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
113K
+ 5.05%
$17.99 - $18.99 $2.04M - $2.15M
2.36M $44.8M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
84.5K
+ 21773.71%
$29.61 - $35.32 $2.5M - $2.98M
84.9K $2.75M
EME
Emcor Group, Inc.

Industrials
677
+ 4.72%
$342.02 - $534.89 $232K - $362K
15K $8.03M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
142K
+ 28.91%
$18.28 - $18.7 $2.59M - $2.65M
631K $11.8M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
106K
+ 14.73%
$25.13 - $26.07 $2.67M - $2.77M
827K $21.4M
MPLX
Mplx LP

Energy
52.4K
+ 217.82%
$46.68 - $53.89 $2.45M - $2.82M
76.4K $3.94M
ABT
Abbott Laboratories

Healthcare
15K
+ 8.56%
$123.95 - $138.08 $1.86M - $2.08M
191K $25.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
20.5K
+ 21.52%
$72.96 - $90.39 $1.5M - $1.86M
116K $10.4M
AVEM
American Centy ETF Tr Avantis

ETFs
19.1K
+ 12.77%
$53.08 - $68.54 $1.02M - $1.31M
169K $11.6M
RF
Regions Financial Corp

Financial Services
99.6K
+ 87.92%
$18.34 - $23.52 $1.83M - $2.34M
213K $5.01M
IDV
Ishares Tr

ETFs
58.5K
+ 41.72%
$27.79 - $34.84 $1.63M - $2.04M
199K $6.86M
XLF
Financial Sector Spdr

ETFs
23.6K
+ 4.74%
$43.92 - $52.37 $1.03M - $1.23M
521K $27.3M
COIN
Coinbase Global, Inc.

Technology
632
+ 4.98%
$151.47 - $375.07 $95.7K - $237K
13.3K $4.67M
FXR
First Trust Industrials/Produc

ETFs
13.8K
+ 4.58%
$60.85 - $74.22 $842K - $1.03M
316K $23.4M
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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