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
DTE
Dte Energy CO

Utilities
27.5K
+ 8.16%
$127.39 - $139.49 $3.5M - $3.83M
364K $48.2M
VPU
Vanguard Utilities ETF

ETFs
9.46K
+ 481.04%
$158.36 - $178.82 $1.5M - $1.69M
11.4K $2.02M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
13.1K
+ 19.57%
$73.02 - $90.22 $959K - $1.19M
80.3K $7.16M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
57.6K
+ 178.4%
$24.72 - $28.27 $1.42M - $1.63M
90K $2.54M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
10.6K
+ 25.26%
$70.54 - $93.95 $748K - $997K
52.6K $4.94M
ITW
Illinois Tool Works Inc

Industrials
7.29K
+ 3.71%
$218.41 - $252.43 $1.59M - $1.84M
204K $50.4M
BALT
Innovator Etfs Tr
49.8K
+ 105.22%
$30.33 - $32.1 $1.51M - $1.6M
97.2K $3.12M
CORP
Pimco Investment Grade Corp Bd

ETFs
16K
+ 12.44%
$94.14 - $97.31 $1.5M - $1.55M
144K $14M
MINO
Pimco ETF Tr Municipal Income

ETFs
38.1K
+ 28.14%
$43.42 - $45.15 $1.66M - $1.72M
174K $7.68M
JNK
Spdr Bloomberg High Yield Bond

ETFs
15.5K
+ 27.5%
$91.23 - $97.27 $1.41M - $1.51M
71.8K $6.99M
MPWR
Monolithic Power Systems Inc

Technology
314
+ 3.46%
$455.19 - $737.73 $143K - $232K
9.38K $6.86M
SBAC
Sba Communications Corp

Real Estate
6.72K
+ 553.42%
$208.57 - $243.4 $1.4M - $1.64M
7.94K $1.86M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
78.2K
+ 12.73%
$19.49 - $19.66 $1.52M - $1.54M
693K $13.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
65.7K
+ 9.53%
N/A
755K $17.9M
NVT
N Vent Electric PLC

Industrials
20.6K
+ 861.57%
$45.2 - $73.35 $929K - $1.51M
22.9K $1.68M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
72.2K
+ 13.64%
$20.16 - $20.49 $1.46M - $1.48M
601K $12.3M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
7.12K
+ 2.55%
$44.58 - $54.92 $317K - $391K
286K $15.7M
ITRI
Itron, Inc.

Technology
11.7K
+ 46848.0%
$92.04 - $132.78 $1.08M - $1.56M
11.7K $1.54M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
25K
+ 35.1%
$55.57 - $62.73 $1.39M - $1.57M
96.2K $5.93M
NGD
New Gold Inc.

Basic Materials
289K
+ 359.98%
$2.98 - $4.95 $862K - $1.43M
370K $1.83M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
12.5K
+ 24.83%
$65.04 - $82.18 $814K - $1.03M
62.9K $5.17M
FNF
Fidelity National Financial, Inc.

Financial Services
28.6K
+ 286.36%
$53.62 - $66.59 $1.53M - $1.9M
38.6K $2.16M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
121K
+ 6028.1%
$11.02 - $12.48 $1.33M - $1.5M
123K $1.53M
RWX
Spdr Dow Jones International R

ETFs
54.8K
+ 33033.13%
$23.06 - $27.4 $1.26M - $1.5M
55K $1.51M
EWBC
East West Bancorp Inc

Financial Services
12.6K
+ 66.16%
$71.03 - $101.75 $896K - $1.28M
31.7K $3.2M
UTG
Reaves Utility Income Fund

Financial Services
33.2K
+ 42.31%
$29.08 - $36.18 $967K - $1.2M
112K $4.04M
IJS
Ishares S&P Smallcap 600 Value

ETFs
14.6K
+ 113.96%
$83.54 - $100.04 $1.22M - $1.46M
27.4K $2.73M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.21K
+ 11.7%
$82.32 - $112.47 $429K - $586K
49.7K $5.59M
DHR
Danaher Corp

Healthcare
9.44K
+ 17.39%
$174.64 - $205.16 $1.65M - $1.94M
63.7K $12.6M
CME
Cme Group Inc.

Financial Services
3.2K
+ 5.79%
$252.37 - $290.71 $806K - $929K
58.4K $16.1M
APP
App Lovin Corp

Technology
782
+ 5.69%
$219.37 - $417.89 $172K - $327K
14.5K $5.08M
CVNA
Carvana Co.

Consumer Cyclical
825
+ 9.1%
$162.57 - $345.64 $134K - $285K
9.89K $3.33M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
138K
+ 6882550.0%
$8.48 - $11.94 $1.17M - $1.64M
138K $1.43M
SYK
Stryker Corp

Healthcare
2.04K
+ 7.7%
$337.37 - $395.63 $687K - $806K
28.5K $11.3M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
105K
+ 498.84%
$12.24 - $13.88 $1.29M - $1.46M
126K $1.7M
PDI
Pimco Dynamic Income Fund

Financial Services
77.6K
+ 81.68%
$17.02 - $19.87 $1.32M - $1.54M
173K $3.27M
VBR
Vanguard Small Cap Value ETF

ETFs
790
+ 0.56%
$162.76 - $195.77 $129K - $155K
143K $27.8M
TRMB
Trimble Inc.

Technology
17.6K
+ 329.3%
$55.12 - $75.98 $968K - $1.33M
22.9K $1.74M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
51.7K
+ 12.05%
$26.41 - $26.76 $1.37M - $1.38M
481K $12.9M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
28.7K
+ 15.17%
$29.8 - $35.39 $854K - $1.01M
218K $7.69M
FLS
Flowserve Corp

Industrials
26.1K
+ 35819.18%
$39.49 - $53.64 $1.03M - $1.4M
26.2K $1.37M
EMB
Ishares Tr

ETFs
10.5K
+ 5.43%
$86.54 - $92.62 $907K - $971K
203K $18.8M
MNST
Monster Beverage Corp

Consumer Defensive
20.5K
+ 151.72%
$55.01 - $64.24 $1.13M - $1.32M
34.1K $2.13M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.58K
+ 6.66%
$65.84 - $80.81 $499K - $612K
121K $9.72M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14.8K
+ 46.21%
$60.34 - $74.89 $895K - $1.11M
47K $3.52M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
906
+ 5.81%
$299.15 - $396.54 $271K - $359K
16.5K $6.54M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
66.3K
+ 9.83%
$19.44 - $19.56 $1.29M - $1.3M
741K $14.5M
XLI
Industrial Sector Spdr

ETFs
1.15K
+ 1.65%
$116.42 - $147.52 $134K - $170K
70.9K $10.5M
JMBS
Janus Detroit Str Tr Henderson

ETFs
29.3K
+ 111.62%
$43.89 - $45.45 $1.28M - $1.33M
55.5K $2.5M
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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