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
YLD
Principal Exchange Traded Fds

ETFs
36.6K
+ 46.93%
$18.16 - $19.37 $664K - $708K
114K $2.22M
WST
West Pharmaceutical Services Inc

Healthcare
3.77K
+ 18.26%
$190.39 - $227.7 $718K - $859K
24.4K $5.34M
CBSH
Commerce Bancshares Inc

Financial Services
11.5K
+ 94.71%
$55.42 - $65.63 $638K - $756K
23.7K $1.47M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
8.28K
+ 21.88%
$72.71 - $82.56 $602K - $683K
46.1K $3.76M
OPCH
Option Care Health, Inc.

Healthcare
21.8K
+ 1376.31%
$30.69 - $34.95 $670K - $763K
23.4K $760K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.95K
+ 8.29%
$100.35 - $100.71 $698K - $700K
90.8K $9.14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.2K
+ 6.11%
$22.54 - $23.17 $681K - $700K
525K $12.1M
ADSK
Autodesk, Inc.

Technology
2.8K
+ 25.26%
N/A
13.9K $3.41M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
35K
+ 59.29%
$16.43 - $18.82 $575K - $659K
94K $1.77M
NSC
Norfolk Southern Corp

Industrials
1.04K
+ 4.75%
$206.34 - $257.46 $214K - $267K
22.8K $5.84M
AON
Aon PLC

Financial Services
3.25K
+ 28.41%
$335.85 - $398.81 $1.09M - $1.3M
14.7K $5.25M
NEM
Newmont Corp

Basic Materials
3.86K
+ 8.54%
$44.18 - $59.46 $170K - $229K
49K $2.85M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
12.8K
+ 32.4%
$49.73 - $51.44 $638K - $660K
52.4K $2.7M
KGC
Kinross Gold Corp

Basic Materials
42.5K
+ 2614.47%
$11.79 - $15.85 $501K - $673K
44.1K $689K
LMND
Lemonade, Inc.

Financial Services
14.8K
+ 1325.04%
$25.12 - $45.79 $371K - $676K
15.9K $695K
ACHR
Archer Aviation Inc.

Industrials
48.1K
+ 134.6%
$6.2 - $13.3 $298K - $640K
83.8K $909K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
44.4K
+ 102.31%
$11.71 - $13.88 $520K - $616K
87.8K $1.22M
FIS
Fidelity National Information Services, Inc.

Technology
2.42K
+ 3.6%
$68.14 - $82.13 $165K - $199K
69.7K $5.67M
NWSA
News Corp

Communication Services
12.4K
+ 11.02%
$23.97 - $29.72 $297K - $368K
125K $3.71M
VIS
Vanguard Industrial ETF

ETFs
2.16K
+ 154.96%
$220.04 - $280.07 $475K - $604K
3.55K $993K
PULS
Pgim ETF Tr

ETFs
12.4K
+ 1.18%
$49.39 - $49.76 $612K - $617K
1.07M $53M
CRDO
Credo Technology Group Holding LTD

Technology
2.96K
+ 41.9%
$33.3 - $95.05 $98.6K - $281K
10K $928K
SGOL
Abrdn Gold ETF Trust

ETFs
3.89K
+ 1.3%
$28.39 - $32.75 $110K - $127K
303K $9.57M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
51.2K
+ 85.95%
$12.21 - $13.9 $626K - $712K
111K $1.45M
EPAM
Epam Systems, Inc.

Technology
3.37K
+ 34.24%
N/A
13.2K $2.45M
TME
Tencent Music Entertainment Group

Communication Services
7.21K
+ 7.56%
$11.97 - $19.49 $86.3K - $141K
103K $2M
AIQ
Global X Funds Global X Artifi

ETFs
11.1K
+ 58.74%
$31.5 - $43.69 $350K - $485K
30K $1.31M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
20.9K
+ 20.43%
$28.21 - $28.85 $590K - $604K
123K $3.55M
FAST
Fastenal CO

Industrials
94.9K
+ 100.28%
$40.65 - $83.16 $3.86M - $7.89M
189K $7.96M
HLI
Houlihan Lokey, Inc.

Financial Services
487
+ 1.69%
$141.59 - $182.75 $69K - $89K
29.3K $5.28M
APA
Apa Corp

Energy
35.4K
+ 328.09%
$14.03 - $21.24 $496K - $752K
46.2K $844K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.95K
+ 4.91%
$73.0 - $85.5 $215K - $252K
62.9K $5.29M
ARKW
Ark Next Generation Internet E

ETFs
4.12K
+ 11452.78%
$82.77 - $147.9 $341K - $610K
4.16K $613K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.41K
+ 7.09%
$140.84 - $163.09 $339K - $392K
36.3K $5.93M
WM
Waste Management Inc

Industrials
3.24K
+ 6.65%
$216.47 - $242.1 $701K - $784K
52K $11.9M
CYBR
Cyber Ark Software Ltd.

Technology
266
+ 3.69%
$305.98 - $406.88 $81.4K - $108K
7.48K $3.04M
FQAL
Fidelity Covington Tr Quality

ETFs
6.61K
+ 25.17%
$57.29 - $69.63 $379K - $460K
32.9K $2.29M
NTES
Net Ease, Inc.

Communication Services
3.7K
+ 121.64%
$91.37 - $134.58 $338K - $498K
6.74K $907K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.4K
+ 18.98%
$46.41 - $47.7 $575K - $591K
77.7K $3.69M
ZS
Zscaler, Inc.

Technology
89
+ 1.82%
$174.67 - $315.32 $15.5K - $28.1K
4.99K $1.57M
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.2K
+ 6.38%
$83.97 - $92.85 $1.11M - $1.23M
220K $19.4M
XLV
Select Sector Spdr Fund Health

ETFs
18.2K
+ 10.94%
$128.77 - $144.3 $2.34M - $2.63M
184K $24.9M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.4K
+ 4.11%
$45.2 - $46.6 $562K - $579K
315K $14.6M
IETC
Ishares U S ETF Tr

ETFs
6.08K
+ 1012.83%
$67.28 - $94.0 $409K - $571K
6.68K $627K
ON
On Semiconductor Corp

Technology
6.23K
+ 28.75%
$31.95 - $54.21 $199K - $338K
27.9K $1.46M
NTAP
Net App, Inc.

Technology
2.28K
+ 12.73%
$76.1 - $106.55 $173K - $243K
20.2K $2.15M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.4K
+ 13.39%
$60.22 - $80.1 $205K - $272K
28.8K $2.3M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
9.21K
+ 18.4%
N/A
59.2K $3.7M
FTSL
First Trust Senior Ln Fund

ETFs
11.1K
+ 4.05%
$44.58 - $46.07 $493K - $509K
284K $13M
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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