New Edge Advisors, LLC Reduced Holdings in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-11.2K
- 1.11%
$167.43 - $244.7 $1.87M - $2.74M
993K $166M
TSLA
Tesla, Inc.

Consumer Cyclical
-15.5K
- 5.52%
$222.15 - $428.22 $3.44M - $6.64M
265K $68.8M
EFG
Msci Eafe Growth ETF

ETFs
-340K
- 38.44%
$96.1 - $106.37 $32.7M - $36.2M
544K $54.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.61K
- 0.8%
$554.06 - $615.85 $3.66M - $4.07M
816K $459M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-520K
- 11.78%
$32.42 - $36.13 $16.8M - $18.8M
3.89M $128M
FXD
First Tr Exchange Traded Fd

ETFs
-300K
- 92.29%
$56.39 - $68.12 $16.9M - $20.5M
25.1K $1.45M
VUG
Vanguard Growth ETF

ETFs
-8.1K
- 1.98%
$369.1 - $427.61 $2.99M - $3.46M
401K $149M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-209K
- 50.25%
$85.29 - $92.57 $17.8M - $19.3M
207K $18.8M
EFV
Msci Eafe Value ETF

ETFs
-493K
- 22.97%
$51.88 - $60.73 $25.6M - $29.9M
1.65M $97.4M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-140K
- 92.48%
$94.32 - $110.46 $13.2M - $15.5M
11.4K $1.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-109K
- 5.19%
$64.88 - $72.1 $7.07M - $7.85M
1.99M $131M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-220K
- 28.06%
$36.64 - $45.76 $8.06M - $10.1M
564K $21.2M
IFRA
Ishares Tr

ETFs
-285K
- 90.78%
$44.8 - $49.25 $12.7M - $14M
28.9K $1.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
-33.4K
- 17.57%
$210.19 - $243.33 $7.01M - $8.12M
157K $33M
PLTR
Palantir Technologies Inc.

Technology
-192K
- 30.79%
$64.98 - $124.62 $12.5M - $23.9M
432K $36.4M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-493K
- 59.02%
$21.92 - $22.89 $10.8M - $11.3M
342K $7.83M
FDN
First Tr Fd Dow Jones

ETFs
-35.3K
- 29.25%
$221.38 - $266.86 $7.82M - $9.43M
85.5K $19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.74K
- 2.85%
$360.07 - $417.26 $2.07M - $2.39M
196K $70.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-399K
- 47.08%
$25.54 - $27.64 $10.2M - $11M
449K $12.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-30.9K
- 5.14%
$102.49 - $119.96 $3.17M - $3.71M
570K $59.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-167K
- 17.95%
$54.25 - $57.64 $9.06M - $9.62M
763K $42.1M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-58.4K
- 71.02%
$131.2 - $160.72 $7.67M - $9.39M
23.8K $3.15M
NOW
Service Now, Inc.

Technology
-456
- 1.55%
$783.83 - $1170.39 $357K - $534K
29K $23.1M
IFV
First Trust Dorsey Wright Inte

ETFs
-389K
- 79.23%
$18.61 - $20.59 $7.24M - $8.01M
102K $2.04M
HON
Honeywell International Inc

Industrials
-26.9K
- 26.39%
$202.75 - $226.52 $5.46M - $6.1M
75.1K $15.9M
ETN
Eaton Corp PLC

Industrials
-3.61K
- 3.55%
$271.83 - $371.23 $980K - $1.34M
97.9K $26.6M
MBB
Ishares Tr

ETFs
-86.1K
- 12.55%
$90.37 - $94.08 $7.78M - $8.1M
600K $56.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-132K
- 13.06%
$27.56 - $32.1 $3.65M - $4.25M
881K $24.8M
CRM
Salesforce, Inc.

Technology
-114
- 0.12%
$268.36 - $359.95 $30.6K - $41K
94K $25.2M
ACN
Accenture PLC

Technology
-8.21K
- 10.87%
$300.91 - $398.25 $2.47M - $3.27M
67.3K $21M
EMR
Emerson Electric CO

Industrials
-37.1K
- 38.52%
$108.64 - $131.17 $4.04M - $4.87M
59.3K $6.5M
EW
Edwards Lifesciences Corp

Healthcare
-71.7K
- 68.49%
$67.95 - $76.19 $4.87M - $5.46M
33K $2.39M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-69K
- 18.99%
$51.45 - $58.51 $3.55M - $4.04M
294K $15.2M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-33K
- 21.63%
$120.24 - $134.3 $3.97M - $4.44M
120K $14.6M
ROK
Rockwell Automation, Inc

Industrials
-15.9K
- 45.37%
$255.29 - $303.75 $4.05M - $4.82M
19.1K $4.94M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-183K
- 27.69%
$24.66 - $26.1 $4.51M - $4.77M
478K $11.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8.51K
- 27.91%
$497.6 - $606.74 $4.23M - $5.16M
22K $10.9M
FTV
Fortive Corp

Technology
-64.2K
- 83.17%
$71.82 - $82.98 $4.61M - $5.33M
13K $950K
MSCI
Msci Inc.

Financial Services
-7.61K
- 64.24%
$541.46 - $628.34 $4.12M - $4.78M
4.24K $2.4M
AMD
Advanced Micro Devices Inc

Technology
-10.5K
- 5.22%
$96.63 - $129.55 $1.01M - $1.36M
191K $19.6M
DFAI
Dimensional ETF Tr

ETFs
-191K
- 29.22%
$28.88 - $32.4 $5.53M - $6.2M
464K $14.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.79K
- 4.04%
$247.97 - $296.33 $1.19M - $1.42M
114K $28.7M
MRK
Merck & Co., Inc.

Healthcare
-4.36K
- 1.06%
$83.01 - $101.02 $362K - $440K
406K $36.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-107K
- 61.28%
$40.79 - $42.32 $4.37M - $4.53M
67.7K $2.85M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-262K
- 58.46%
$16.18 - $17.82 $4.24M - $4.67M
186K $3.12M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-55.2K
- 83.87%
$75.99 - $81.58 $4.2M - $4.51M
10.6K $813K
EOSE
Eos Energy Enterprises, Inc.

Industrials
-411K
- 19.88%
$3.78 - $6.08 $1.55M - $2.5M
1.66M $6.26M
IWM
Ishares Russell 2000 ETF

ETFs
-7.99K
- 6.8%
$198.1 - $229.79 $1.58M - $1.84M
109K $21.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-54.4K
- 41.01%
$47.79 - $59.89 $2.6M - $3.26M
78.3K $3.93M
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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