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
ENB
Enbridge Inc

Energy
12.9K
+ 3.43%
$41.09 - $47.16 $530K - $609K
389K $17.7M
EEMV
Ishares Msci Emerging Markets

ETFs
13.7K
+ 58.73%
$54.12 - $62.8 $739K - $858K
36.9K $2.32M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
47.5K
+ 12.84%
$19.58 - $19.93 $931K - $947K
418K $8.32M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
14.2K
+ 12.43%
$61.25 - $63.4 $869K - $900K
128K $8.14M
TGT
Target Corp

Consumer Defensive
12.9K
+ 22.83%
$88.76 - $105.77 $1.15M - $1.37M
69.7K $6.87M
LYB
Lyondell Basell Industries N.V.

Basic Materials
26K
+ 58.83%
$53.23 - $70.65 $1.39M - $1.84M
70.3K $4.07M
NDAQ
Nasdaq, Inc.

Financial Services
5.89K
+ 18.92%
$66.4 - $89.42 $391K - $527K
37K $3.31M
SUB
Ishares Short Term National Mu

ETFs
8.43K
+ 15.01%
$104.77 - $106.34 $883K - $896K
64.6K $6.87M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.29K
+ 33.16%
$390.26 - $489.06 $2.84M - $3.56M
29.3K $11.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
31.5K
+ 90.75%
$29.07 - $29.38 $917K - $927K
66.3K $1.94M
MTDR
Matador Resources CO

Energy
19.3K
+ 25780.0%
$36.67 - $52.23 $709K - $1.01M
19.4K $926K
BWXT
Bwx Technologies, Inc.

Industrials
6.12K
+ 669.99%
$89.24 - $144.06 $546K - $881K
7.03K $1.01M
KWEB
Kraneshares Tr Csi China Inter

ETFs
27.1K
+ 115.51%
$28.28 - $35.22 $765K - $953K
50.5K $1.73M
PJUN
Innovator U.S. Equity Power Bu

ETFs
21.9K
+ 149.09%
$34.48 - $39.76 $757K - $873K
36.7K $1.46M
BITO
Proshares Tr Bitcoin Strategy

ETFs
22.2K
+ 16.52%
$16.69 - $23.43 $371K - $520K
157K $3.37M
ENSG
Ensign Group, Inc

Healthcare
1.43K
+ 5.27%
$119.93 - $156.36 $171K - $223K
28.5K $4.4M
ONON
On Holding Ag

Consumer Cyclical
16.8K
+ 921.87%
$37.65 - $60.68 $632K - $1.02M
18.6K $968K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
16.6K
+ 4.62%
$38.18 - $45.52 $634K - $756K
376K $16.5M
JHMB
John Hancock Exchange Traded

ETFs
40.6K
+ 102.82%
$21.45 - $22.26 $871K - $904K
80.1K $1.75M
JPIE
J P Morgan Exchange Traded Fd
18.3K
+ 13.89%
$45.12 - $46.32 $826K - $848K
150K $6.95M
FNDF
Schwab Fundamental Intl Large

ETFs
13.6K
+ 15.91%
$32.25 - $40.02 $440K - $546K
99.4K $3.98M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.02K
+ 3.38%
$59.24 - $71.39 $238K - $287K
123K $8.77M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
78.5K
+ 205.79%
$8.65 - $10.52 $679K - $826K
117K $1.23M
IXN
Ishares Global Information Tec

ETFs
306
+ 0.61%
$65.81 - $92.34 $20.1K - $28.3K
50.2K $4.63M
IYF
Ishares Tr

ETFs
4.14K
+ 9.52%
$99.23 - $120.99 $410K - $500K
47.6K $5.76M
GM
General Motors CO

Consumer Cyclical
13.7K
+ 17.66%
$42.48 - $50.46 $580K - $689K
91K $4.48M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
14.9K
+ 13.17%
$51.68 - $52.76 $768K - $784K
128K $6.74M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.49K
+ 63.98%
$144.63 - $179.53 $650K - $806K
11.5K $1.9M
FDX
Fedex Corp

Industrials
4.48K
+ 37.24%
$198.07 - $245.17 $886K - $1.1M
16.5K $3.75M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
15.9K
+ 421.73%
$54.08 - $68.32 $860K - $1.09M
19.7K $1.08M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.37K
+ 5.74%
$115.28 - $157.36 $158K - $215K
25.2K $3.97M
CDE
Coeur Mining, Inc.

Basic Materials
13.3K
+ 5.61%
$4.81 - $9.46 $63.8K - $125K
250K $2.21M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.3K
+ 4.65%
$134.25 - $172.52 $174K - $224K
29.2K $5.03M
IEV
Ishares Tr Europe ETF

ETFs
7.31K
+ 10.95%
$51.8 - $64.59 $379K - $472K
74K $4.68M
BR
Broadridge Financial Solutions, Inc.

Technology
3.19K
+ 16.06%
$217.22 - $246.25 $692K - $784K
23K $5.59M
PHYS
Sprott Physical Gold Trust

Financial Services
27.7K
+ 43.59%
$22.82 - $26.29 $633K - $729K
91.3K $2.32M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
15.5K
+ 7760.0%
$29.19 - $50.24 $453K - $780K
15.7K $789K
FTLS
First Tr Long/Short Equity ETF

ETFs
11.6K
+ 157.8%
$60.06 - $66.28 $695K - $767K
18.9K $1.25M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
29.1K
+ 7.21%
$24.48 - $24.9 $712K - $724K
432K $10.8M
F
Ford Motor CO

Consumer Cyclical
55.7K
+ 26.27%
$8.69 - $10.85 $484K - $605K
268K $2.91M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.83K
+ 12.68%
$61.79 - $76.67 $360K - $447K
51.8K $3.94M
INTC
Intel Corp

Technology
36.1K
+ 29.56%
$18.13 - $22.69 $655K - $819K
158K $3.55M
MGK
Vanguard Mega Cap Growth ETF

ETFs
168
+ 1.36%
$273.67 - $366.17 $46K - $61.5K
12.5K $4.58M
HYLS
First Tr Tactical High Yield L

ETFs
15.9K
+ 13.02%
$39.8 - $41.84 $631K - $663K
138K $5.76M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
1.49K
+ 2.07%
$68.32 - $85.57 $102K - $128K
73.5K $6.29M
PKW
Invesco Exchange Traded Fd Tr

ETFs
3.95K
+ 16.35%
$98.58 - $123.6 $389K - $488K
28.1K $3.48M
IFV
First Trust Dorsey Wright Inte

ETFs
19.8K
+ 19.44%
$17.98 - $22.92 $356K - $454K
122K $2.79M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.85K
+ 100.1%
$225.56 - $335.19 $869K - $1.29M
7.7K $1.83M
FDL
First Tr Morningstar Dividend

ETFs
21.5K
+ 20.53%
$38.19 - $43.19 $822K - $930K
126K $5.29M
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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