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
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
15.2K
+ 14.85%
$114.57 - $118.14 $1.75M - $1.8M
118K $13.9M
CCI
Crown Castle International Corp

Real Estate
18.5K
+ 196.6%
$84.33 - $106.39 $1.56M - $1.97M
27.9K $2.91M
META
Meta Platforms, Inc.

Communication Services
8.13K
+ 4.15%
$576.36 - $736.67 $4.68M - $5.99M
204K $117M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
89.2K
+ 184.55%
$22.66 - $23.19 $2.02M - $2.07M
138K $3.13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.6K
+ 30.53%
$100.34 - $100.68 $1.97M - $1.97M
83.9K $8.44M
CDNS
Cadence Design Systems Inc

Technology
10.4K
+ 70.79%
$233.96 - $324.52 $2.42M - $3.36M
25K $6.35M
BIDU
Baidu, Inc.

Communication Services
21.3K
+ 39362.96%
$77.43 - $102.51 $1.65M - $2.18M
21.3K $1.96M
AEP
American Electric Power CO Inc

Utilities
12.8K
+ 44.79%
$90.32 - $109.27 $1.16M - $1.4M
41.5K $4.53M
AVY
Avery Dennison Corp

Industrials
20.2K
+ 10.82%
$174.58 - $195.91 $3.53M - $3.96M
207K $36.8M
ELV
Elevance Health, Inc.

Healthcare
2.53K
+ 22.24%
$365.9 - $436.25 $926K - $1.1M
13.9K $6.05M
JD
Jd.Com, Inc.

Consumer Cyclical
42.6K
+ 384.98%
$33.1 - $45.21 $1.41M - $1.93M
53.7K $2.21M
EDOW
First Tr Exchange Traded Fd

ETFs
50.4K
+ 43.43%
$35.58 - $38.24 $1.79M - $1.93M
166K $6.03M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
88.9K
+ 16.9%
$19.43 - $19.62 $1.73M - $1.74M
614K $12M
VLO
Valero Energy Corp

Energy
11.7K
+ 43.83%
$121.76 - $142.99 $1.42M - $1.67M
38.3K $5.06M
OGE
Oge Energy Corp.

Utilities
34.5K
+ 77.57%
$39.76 - $46.32 $1.37M - $1.6M
78.9K $3.63M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
90.6K
+ 15.51%
$19.42 - $19.54 $1.76M - $1.77M
674K $13.1M
EPAM
Epam Systems, Inc.

Technology
9.64K
+ 5047.64%
N/A
9.83K $1.82M
CGUS
Capital Group Core Equity ETF
96.1K
+ 10.57%
$33.08 - $36.62 $3.18M - $3.52M
1.01M $33.6M
DASH
Door Dash, Inc.

Communication Services
9.25K
+ 152.47%
$168.37 - $213.38 $1.56M - $1.97M
15.3K $2.8M
AVUV
American Centy ETF Tr Avantis

ETFs
34.7K
+ 26.09%
$84.95 - $100.62 $2.95M - $3.49M
168K $14.6M
FXO
First Tr Exchange Traded Fd Fi

ETFs
40.4K
+ 12.29%
$50.93 - $57.24 $2.06M - $2.31M
369K $19.6M
BSX
Boston Scientific Corp

Healthcare
6.89K
+ 7.75%
$89.38 - $106.18 $616K - $732K
95.8K $9.66M
PKW
Invesco Exchange Traded Fd Tr

ETFs
15.3K
+ 172.73%
$109.15 - $120.99 $1.67M - $1.85M
24.2K $2.72M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
77.5K
+ 17.15%
$20.05 - $20.4 $1.55M - $1.58M
529K $10.8M
NEM
Newmont Corp

Basic Materials
31.6K
+ 234.22%
$37.79 - $48.39 $1.2M - $1.53M
45.1K $2.18M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
31.4K
+ 100.18%
$51.94 - $55.24 $1.63M - $1.73M
62.7K $3.34M
NET
Cloudflare, Inc.

Technology
14.4K
+ 146.9%
$110.71 - $176.5 $1.59M - $2.53M
24.1K $2.72M
EEM
Ishares Msci Emerging Markets

ETFs
35.2K
+ 55.97%
$40.81 - $45.34 $1.44M - $1.6M
98K $4.28M
SHOP
Shopify Inc.

Technology
24.1K
+ 40.48%
$90.59 - $129.31 $2.18M - $3.11M
83.5K $7.98M
KR
Kroger CO

Consumer Defensive
17.6K
+ 25.24%
$58.36 - $67.72 $1.03M - $1.19M
87.2K $5.91M
CNC
Centene Corp

Healthcare
27K
+ 175.25%
$55.93 - $65.89 $1.51M - $1.78M
42.4K $2.57M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
44.2K
+ 1358.25%
$35.66 - $38.5 $1.58M - $1.7M
47.5K $1.72M
LDOS
Leidos Holdings, Inc.

Technology
13.2K
+ 65.86%
$126.82 - $161.11 $1.68M - $2.13M
33.3K $4.49M
HOOD
Robinhood Markets, Inc.

Technology
33.6K
+ 80.58%
$35.63 - $65.28 $1.2M - $2.19M
75.3K $3.13M
SCHO
Schwab Short Term Us Treasury

ETFs
64.1K
+ 108.97%
$24.1 - $24.34 $1.54M - $1.56M
123K $2.99M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.92K
+ 3.45%
$180.02 - $208.56 $346K - $401K
57.7K $12M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
24.5K
+ 35.78%
$67.43 - $75.54 $1.65M - $1.85M
92.8K $6.36M
SGOL
Abrdn Gold ETF Trust

ETFs
4.47K
+ 1.52%
$25.14 - $29.82 $112K - $133K
299K $8.93M
FICS
First Tr Exchange Traded Fd Vi

ETFs
40.5K
+ 281.46%
$33.49 - $37.82 $1.36M - $1.53M
54.9K $2.01M
CGGO
Capital Group Global Growth Eq

ETFs
79.1K
+ 9.49%
$28.33 - $30.84 $2.24M - $2.44M
912K $25.8M
ITW
Illinois Tool Works Inc

Industrials
10.2K
+ 5.49%
$244.9 - $274.48 $2.5M - $2.81M
196K $48.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
22.5K
+ 103.25%
$69.82 - $78.67 $1.57M - $1.77M
44.3K $3.12M
FV
First Trust Dorsey Wright Focu

ETFs
105K
+ 10.34%
$53.91 - $63.03 $5.67M - $6.63M
1.12M $61.6M
RIO
Rio Tinto PLC

Basic Materials
23.9K
+ 53.69%
$58.19 - $64.29 $1.39M - $1.54M
68.4K $4.11M
WMB
Williams Companies, Inc.

Energy
2.22K
+ 0.94%
$54.02 - $61.09 $120K - $136K
238K $14.2M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
45.6K
+ 21.58%
$25.34 - $26.96 $1.16M - $1.23M
257K $6.8M
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.97K
+ 12.12%
$106.31 - $123.73 $635K - $739K
55.3K $6.84M
FMC
Fmc Corp

Basic Materials
36.6K
+ 229.13%
$34.54 - $56.38 $1.27M - $2.07M
52.6K $2.22M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
55.2K
+ 14.92%
$25.08 - $25.39 $1.38M - $1.4M
425K $10.8M
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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