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
AVLV
American Centy ETF Tr Avantis
17K
+ 7.57%
$63.51 - $70.42 $1.08M - $1.2M
242K $15.8M
CLOI
Vaneck ETF Tr

ETFs
14.3K
+ 264.45%
$52.68 - $53.16 $752K - $759K
19.7K $1.04M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
13.7K
+ 1.9%
$30.59 - $33.02 $418K - $451K
734K $23.3M
VTHR
Vanguard Russell 3000 ETF

ETFs
3.08K
+ 364.18%
$243.2 - $272.04 $749K - $838K
3.93K $969K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
30.5K
+ 119.26%
$24.88 - $26.85 $759K - $820K
56.1K $1.42M
SSO
Proshares Ultra S&P 500

ETFs
9.59K
+ 199.79%
$80.57 - $100.21 $773K - $961K
14.4K $1.19M
SBUX
Starbucks Corp

Consumer Cyclical
138
+ 0.13%
$91.75 - $115.81 $12.7K - $16K
105K $10.3M
CAH
Cardinal Health Inc

Healthcare
3.61K
+ 29.03%
$118.02 - $137.77 $426K - $497K
16K $2.21M
GL
Globe Life Inc.

Financial Services
5.35K
+ 368.09%
$111.2 - $131.72 $595K - $705K
6.81K $896K
PFE
Pfizer Inc

Healthcare
48.3K
+ 11.66%
$25.01 - $27.13 $1.21M - $1.31M
463K $11.7M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
715
+ 0.2%
$41.61 - $44.72 $29.8K - $32K
360K $15.6M
UTG
Reaves Utility Income Fund

Financial Services
20.1K
+ 34.36%
$31.08 - $34.42 $624K - $691K
78.6K $2.56M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
30.4K
+ 10.41%
$23.32 - $23.84 $709K - $725K
323K $7.55M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
29.2K
+ 23.87%
$23.55 - $23.74 $687K - $693K
151K $3.57M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.52K
+ 3.12%
$283.24 - $338.07 $430K - $513K
50.1K $14.8M
AZN
Astrazeneca PLC

Healthcare
1.41K
+ 1.95%
$65.37 - $77.96 $92.4K - $110K
73.9K $5.43M
PLD
Prologis, Inc.

Real Estate
2.99K
+ 5.27%
$103.59 - $124.04 $310K - $371K
59.8K $6.68M
PDD
Pinduoduo Inc.

Consumer Cyclical
3K
+ 20.45%
$94.68 - $131.34 $284K - $394K
17.7K $2.09M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
16.5K
+ 31.69%
$67.24 - $84.27 $1.11M - $1.39M
68.5K $4.67M
SLB
Schlumberger Limited

Energy
11.5K
+ 21.77%
$38.4 - $43.74 $443K - $504K
64.5K $2.7M
EQT
Eqt Corp

Energy
8.11K
+ 26.92%
$46.16 - $54.25 $374K - $440K
38.2K $2.04M
MTG
Mgic Investment Corp

Financial Services
23.9K
+ 43.02%
$22.56 - $25.71 $540K - $616K
79.6K $1.97M
VVV
Valvoline Inc

Energy
20.8K
+ 37.43%
$34.44 - $40.19 $718K - $838K
76.6K $2.66M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
26.5K
+ 23.07%
$24.41 - $24.65 $646K - $653K
141K $3.46M
JPIE
J P Morgan Exchange Traded Fd
12.8K
+ 10.74%
$45.46 - $46.18 $580K - $590K
132K $6.07M
MLPA
Global X Mlp ETF

ETFs
6.53K
+ 8.63%
$49.83 - $54.53 $326K - $356K
82.2K $4.38M
TPL
Texas Pacific Land Corp

Energy
389
+ 74.1%
$1180.08 - $1431.01 $459K - $557K
914 $1.21M
VRSN
Verisign Inc

Technology
2.11K
+ 104.51%
$205.1 - $254.74 $432K - $537K
4.13K $1.05M
FDL
First Tr Morningstar Dividend

ETFs
7.35K
+ 7.54%
$39.69 - $43.83 $292K - $322K
105K $4.55M
SONY
Sony Group Corp

Technology
16.5K
+ 34.29%
$19.88 - $25.64 $328K - $423K
64.6K $1.64M
HYDB
Ishares Tr Edge High Yield Def

ETFs
13K
+ 15.01%
$46.82 - $47.8 $611K - $624K
99.9K $4.71M
SE
Sea LTD

Consumer Cyclical
2.09K
+ 14.66%
$104.87 - $146.31 $219K - $306K
16.4K $2.13M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12.3K
+ 31.9%
$47.59 - $48.35 $587K - $596K
51K $2.46M
SCHW
Schwab Charles Corp

Financial Services
2.57K
+ 2.63%
$71.24 - $83.64 $183K - $215K
100K $7.85M
BAC
Bank Of America Corp

Financial Services
47.6K
+ 7.71%
$39.61 - $47.74 $1.89M - $2.27M
666K $27.8M
GOLD
Barrick Gold Corp

Basic Materials
12.8K
+ 13.84%
$15.45 - $19.56 $197K - $250K
105K $2.04M
RKLB
Rocket Lab Usa, Inc.

Industrials
34.9K
+ 1812.05%
$17.12 - $31.57 $597K - $1.1M
36.8K $658K
XJR
Ishares Tresg Screened S&P Sma

ETFs
16.4K
+ 557.22%
$36.7 - $42.78 $602K - $702K
19.3K $727K
GD
General Dynamics Corp

Industrials
1.09K
+ 3.32%
$241.94 - $272.58 $265K - $298K
34.1K $9.29M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
9.41K
+ 17.42%
$48.13 - $51.78 $453K - $487K
63.5K $3.23M
TPYP
Managed Portfolio Ser Tortoise

ETFs
16.4K
+ 16369.0%
$34.32 - $37.26 $562K - $610K
16.5K $598K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
8.45K
+ 113.38%
$66.3 - $74.17 $560K - $627K
15.9K $1.11M
IYF
Ishares Tr

ETFs
4.45K
+ 11.41%
$107.69 - $119.37 $479K - $531K
43.4K $4.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.31K
+ 8.55%
$142.8 - $176.36 $187K - $231K
16.6K $2.86M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
25K
+ 5.33%
$22.25 - $23.0 $557K - $576K
495K $11.4M
INCY
Incyte Corp

Healthcare
9.91K
+ 369.34%
$60.0 - $75.26 $595K - $746K
12.6K $762K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
12K
+ 111.47%
$46.18 - $47.84 $553K - $573K
22.7K $1.08M
FLGV
Franklin Templeton ETF Trfrank

ETFs
27.8K
+ 1833.05%
$19.92 - $20.57 $555K - $573K
29.4K $603K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
18.7K
+ 784.35%
$29.02 - $34.76 $542K - $650K
21.1K $640K
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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