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
PFF
Ishares Trust Ishares Pfd And

ETFs
78.8K
+ 28.1%
$29.0 - $30.68 $2.29M - $2.42M
359K $11M
FVD
First Tr Value Line Divid Inde

ETFs
52.4K
+ 14.61%
$40.62 - $45.12 $2.13M - $2.36M
411K $18.4M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
81.6K
+ 4848.9%
$23.44 - $28.85 $1.91M - $2.35M
83.3K $2.4M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.3K
+ 10.27%
$139.8 - $197.22 $601K - $848K
46.2K $9.1M
EGO
Eldorado Gold Corp

Basic Materials
110K
+ 375.17%
$15.63 - $21.51 $1.71M - $2.36M
139K $2.83M
LMT
Lockheed Martin Corp

Industrials
3.73K
+ 11.02%
$430.82 - $486.45 $1.61M - $1.81M
37.6K $17.4M
FLMI
Franklin Dynamic Municipal Bon

ETFs
93.9K
+ 2289.66%
$23.57 - $24.6 $2.21M - $2.31M
98K $2.38M
KO
Coca Cola CO

Consumer Defensive
35.4K
+ 12.84%
$68.37 - $73.9 $2.42M - $2.61M
311K $22M
TOST
Toast, Inc.

Technology
46.7K
+ 267.62%
$30.03 - $45.23 $1.4M - $2.11M
64.1K $2.84M
XAR
Spdr S&P Aerospace & Defense E

ETFs
8.5K
+ 102.94%
$144.94 - $210.94 $1.23M - $1.79M
16.8K $3.53M
TAP
Molson Coors Beverage CO

Consumer Defensive
46.2K
+ 1618.16%
$47.24 - $62.46 $2.18M - $2.88M
49K $2.36M
TRGP
Targa Resources Corp.

Energy
14.9K
+ 86.42%
$157.32 - $205.72 $2.34M - $3.06M
32.1K $5.58M
FDVV
Fidelity High Dividend ETF

ETFs
37.5K
+ 49.78%
$43.6 - $52.02 $1.64M - $1.95M
113K $5.87M
MPC
Marathon Petroleum Corp

Energy
2.28K
+ 2.66%
$118.55 - $170.08 $271K - $388K
88.1K $14.6M
FCX
Freeport Mcmoran Inc

Basic Materials
23K
+ 11.35%
$29.15 - $44.46 $670K - $1.02M
226K $9.78M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.92K
+ 2.39%
$50.39 - $60.05 $500K - $596K
425K $25.5M
BSX
Boston Scientific Corp

Healthcare
13.5K
+ 14.12%
$89.7 - $107.41 $1.21M - $1.45M
109K $11.7M
UPS
United Parcel Service Inc

Industrials
28.8K
+ 31.32%
$91.92 - $110.2 $2.65M - $3.17M
121K $12.2M
AXON
Axon Enterprise, Inc.

Industrials
1.66K
+ 72.41%
$497.13 - $827.94 $826K - $1.38M
3.96K $3.27M
ROK
Rockwell Automation, Inc

Industrials
1.97K
+ 10.3%
$218.97 - $332.17 $431K - $654K
21.1K $7.01M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
19.8K
+ 27.84%
$62.73 - $78.42 $1.24M - $1.55M
90.9K $7.05M
HON
Honeywell International Inc

Industrials
2K
+ 2.66%
$182.86 - $232.88 $366K - $466K
77.1K $18M
PINS
Pinterest, Inc.

Communication Services
56.5K
+ 2137.59%
$24.21 - $35.95 $1.37M - $2.03M
59.2K $2.12M
XLU
Utilities Sector Spdr

ETFs
20.9K
+ 19.09%
$73.09 - $82.77 $1.53M - $1.73M
131K $10.7M
TDW
Tidewater Inc

Energy
43.5K
+ 4833.78%
$32.27 - $48.26 $1.4M - $2.1M
44.4K $2.05M
TDG
Trans Digm Group Inc

Industrials
1.25K
+ 152.94%
$1231.75 - $1520.64 $1.54M - $1.9M
2.06K $3.14M
GLW
Corning Inc

Technology
25.3K
+ 25.44%
$39.07 - $52.59 $987K - $1.33M
125K $6.55M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
33.3K
+ 11.31%
$59.8 - $60.07 $1.99M - $2M
327K $19.6M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
10.1K
+ 389.44%
$162.34 - $192.15 $1.64M - $1.94M
12.7K $2.44M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.64K
+ 2.2%
$108.06 - $135.3 $285K - $357K
122K $16.6M
ASML
Asml Holding Nv

Technology
559
+ 5.16%
$595.37 - $815.24 $333K - $456K
11.4K $9.12M
LQD
Ishares Iboxx $ Investment Gra

ETFs
17.5K
+ 50.53%
$105.23 - $109.61 $1.84M - $1.92M
52.1K $5.71M
ISRG
Intuitive Surgical Inc

Healthcare
1.74K
+ 8.37%
$451.58 - $565.94 $787K - $986K
22.6K $12.3M
CLOI
Vaneck ETF Tr

ETFs
35.7K
+ 181.42%
$51.16 - $53.02 $1.83M - $1.89M
55.4K $2.93M
PFE
Pfizer Inc

Healthcare
97.8K
+ 21.13%
$21.59 - $24.84 $2.11M - $2.43M
561K $13.6M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
31.3K
+ 25.38%
$32.81 - $40.9 $1.03M - $1.28M
155K $6.33M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
46.6K
+ 43.68%
$26.69 - $33.44 $1.24M - $1.56M
153K $5.04M
PAA
Plains All American Pipeline LP

Energy
98.3K
+ 757.09%
$16.03 - $20.28 $1.58M - $1.99M
111K $2.04M
VEU
Vanguard Ftse All World Ex Us

ETFs
9.91K
+ 5.87%
$54.19 - $67.22 $537K - $666K
179K $12M
DVYE
Ishares Emerging Markets Divid

ETFs
52.2K
+ 25.57%
$23.95 - $29.03 $1.25M - $1.52M
257K $7.35M
CGCP
Capital Group Core Plus Income

ETFs
78.6K
+ 79.08%
$21.92 - $22.56 $1.72M - $1.77M
178K $4M
BIDU
Baidu, Inc.

Communication Services
21.9K
+ 102.91%
$76.86 - $92.5 $1.69M - $2.03M
43.2K $3.71M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
34.6K
+ 25.18%
$35.35 - $42.68 $1.22M - $1.48M
172K $7.34M
XLY
Select Sector Spdr Consumer Di

ETFs
4.67K
+ 13.13%
$176.34 - $218.59 $824K - $1.02M
40.3K $8.75M
HDB
Hdfc Bank LTD

Financial Services
20.9K
+ 179.04%
$63.78 - $77.48 $1.33M - $1.62M
32.6K $2.5M
XLP
Consumer Staples Sector Spdr

ETFs
22.6K
+ 18.63%
N/A
144K $11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.13K
+ 1.05%
$114.78 - $133.31 $360K - $418K
301K $40.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
34K
+ 19.81%
$50.28 - $50.47 $1.71M - $1.72M
206K $10.4M
VIG
Vanguard Dividend Appreciation

ETFs
9.26K
+ 2.92%
N/A
326K $59.5M
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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