New Edge Advisors, LLC Reduced Holdings in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-300K
- 57.9%
$171.38 - $197.01 $51.3M - $59M
218K $42.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-855K
- 74.59%
$41.43 - $44.2 $35.4M - $37.8M
291K $12.9M
EFG
Msci Eafe Growth ETF

ETFs
-323K
- 58.82%
$106.99 - $114.46 $34.5M - $36.9M
226K $25.7M
SNY
Sanofi

Healthcare
-667K
- 91.2%
$45.07 - $51.35 $30.1M - $34.2M
64.3K $3.04M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-943K
- 74.47%
$22.19 - $22.44 $20.9M - $21.2M
323K $7.24M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-818K
- 72.17%
$23.13 - $23.54 $18.9M - $19.3M
315K $7.4M
CGXU
Capital Group Intl Focus Equit

ETFs
-679K
- 53.31%
$26.49 - $29.62 $18M - $20.1M
594K $17.6M
FTGC
First Trust Global Tactical CO

ETFs
-685K
- 70.22%
$24.67 - $26.32 $16.9M - $18M
291K $7.52M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-637K
- 48.24%
$23.29 - $23.38 $14.8M - $14.9M
683K $16M
RECS
Columbia ETF Tr I

ETFs
-349K
- 97.43%
$36.82 - $40.35 $12.8M - $14.1M
9.21K $371K
NOW
Service Now, Inc.

Technology
-6.7K
- 19.99%
$850.86 - $1044.69 $5.7M - $7M
26.8K $24.7M
CRM
Salesforce, Inc.

Technology
-24.7K
- 25.55%
$231.66 - $273.65 $5.73M - $6.77M
72.1K $17.1M
EFV
Msci Eafe Value ETF

ETFs
-291K
- 11.57%
$62.79 - $68.42 $18.3M - $19.9M
2.23M $151M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-311K
- 16.3%
$25.21 - $25.99 $7.83M - $8.08M
1.6M $41.3M
SAP
Sap Se

Technology
-552
- 0.29%
$252.42 - $311.93 $139K - $172K
189K $50.5M
ACN
Accenture PLC

Technology
-13.5K
- 19.32%
$232.56 - $304.78 $3.14M - $4.11M
56.4K $13.9M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-237K
- 49.24%
$26.71 - $26.81 $6.33M - $6.35M
244K $6.54M
HTRB
Hartford Fds Total Return Bd E

ETFs
-185K
- 82.52%
$33.47 - $34.58 $6.2M - $6.41M
39.2K $1.35M
V
Visa Inc.

Financial Services
-2.37K
- 0.61%
$332.09 - $358.86 $788K - $852K
385K $131M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-65.6K
- 13.26%
$91.44 - $91.77 $6M - $6.02M
429K $39.4M
PULS
Pgim ETF Tr

ETFs
-116K
- 10.89%
$49.58 - $49.83 $5.76M - $5.78M
950K $47.3M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-160K
- 73.67%
$34.83 - $37.81 $5.58M - $6.06M
57.3K $2.17M
UBER
Uber Technologies, Inc

Technology
-76.3K
- 17.67%
$86.91 - $99.57 $6.63M - $7.59M
355K $34.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-215K
- 49.76%
$24.73 - $25.29 $5.32M - $5.44M
217K $5.47M
GBIL
Goldman Sachs Access Treasury

ETFs
-51K
- 13.63%
$99.82 - $100.23 $5.09M - $5.12M
324K $32.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-142K
- 45.89%
$39.37 - $44.24 $5.6M - $6.3M
168K $7.35M
AMT
American Tower Corp

Real Estate
-14.3K
- 18.49%
$192.32 - $232.35 $2.75M - $3.32M
63K $12.1M
CMF
Ishares California Muni Bond E

ETFs
-85.3K
- 73.22%
$55.16 - $57.13 $4.7M - $4.87M
31.2K $1.78M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-196K
- 54.47%
$22.63 - $23.3 $4.44M - $4.57M
164K $3.79M
HON
Honeywell International Inc

Industrials
-13.1K
- 17.0%
$207.7 - $240.4 $2.72M - $3.15M
64K $13.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-80.3K
- 34.25%
$62.54 - $68.42 $5.02M - $5.49M
154K $10.4M
MFC
Manulife Financial Corp

Financial Services
-137K
- 83.12%
$29.9 - $32.34 $4.08M - $4.42M
27.7K $863K
WST
West Pharmaceutical Services Inc

Healthcare
-20.5K
- 83.86%
$210.08 - $279.1 $4.3M - $5.72M
3.94K $1.03M
ADBE
Adobe Inc.

Technology
-8.64K
- 24.52%
$333.65 - $392.1 $2.88M - $3.39M
26.6K $9.38M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-184K
- 17.34%
$30.76 - $33.01 $5.66M - $6.07M
877K $28.8M
CDNS
Cadence Design Systems Inc

Technology
-15.1K
- 43.33%
$309.46 - $373.37 $4.66M - $5.63M
19.7K $6.92M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-63.4K
- 19.38%
$59.81 - $60.11 $3.79M - $3.81M
264K $15.8M
MRVL
Marvell Technology, Inc.

Technology
-64.9K
- 25.94%
$62.31 - $84.07 $4.04M - $5.46M
185K $15.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-16.9K
- 13.58%
$291.67 - $316.99 $4.92M - $5.35M
107K $32.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
-96.1K
- 68.03%
$37.2 - $39.61 $3.57M - $3.8M
45.1K $1.79M
JHMM
John Hancock Multifactor Mid C

ETFs
-58K
- 42.52%
$61.22 - $65.26 $3.55M - $3.78M
78.4K $5.07M
WMB
Williams Companies, Inc.

Energy
-53K
- 22.8%
$56.52 - $64.01 $3M - $3.39M
179K $11.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
-43.2K
- 10.14%
$81.75 - $84.54 $3.53M - $3.65M
383K $32.2M
IAK
Ishares Tr

ETFs
-22.3K
- 83.09%
$126.37 - $134.46 $2.81M - $2.99M
4.53K $606K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-131K
- 94.81%
$21.99 - $23.38 $2.87M - $3.05M
7.15K $165K
NVO
Novo Nordisk A S

Healthcare
-26.2K
- 23.81%
$45.38 - $71.7 $1.19M - $1.88M
83.8K $4.65M
RWR
Spdr Dow Jones Reit ETF

ETFs
-29.3K
- 79.22%
$95.17 - $101.62 $2.79M - $2.98M
7.68K $770K
DHR
Danaher Corp

Healthcare
-14.2K
- 22.35%
$181.46 - $212.2 $2.58M - $3.02M
49.5K $9.81M
CMCSA
Comcast Corp

Communication Services
-28.1K
- 6.38%
$31.41 - $36.33 $882K - $1.02M
412K $13M
Activity Summary
Buys All Purchases 2065 New Holdings 314 Increased Positions 1751 Sells All Sells 1225 Reductions 1225 Sold out 0 Options Calls 0 Puts 0
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